Umthombo: Tianji.com
Ethintwe yi-coronavirus entsha, ukukhiqizwa okungenani kwezimboni ezinhlanu zama-LCD eWuhan, eChina kwehlile.Ngaphezu kwalokho, i-Samsung, i-LGD nezinye izinkampani zehlise noma zavala ifektri yazo yephaneli ye-LCD LCD nezinye izinyathelo, zehlisa amandla okukhiqiza amaphaneli e-LCD.Abangaphakathi abafanelekile babikezela ukuthi ngemva kokuncipha kokunikezwa kwamaphaneli e-LCD akhuphuka nomfula, amanani ephaneli ye-LCD yomhlaba wonke azokhuphuka okwesikhashana.Kodwa-ke, lapho ubhubhane selulawulwa, amanani ephaneli ye-LCD azokwehla.
Iqhutshwa isikrini esikhulu, naphezu kokuntenga kokuthengiswa kwe-TV emhlabeni jikelele, indawo yokuthunyelwa kwephaneli ye-TV yomhlaba wonke ilondoloze ukukhula okuqhubekayo.Ohlangothini lokuhlinzeka, ngaphansi kwengcindezi yokulahlekelwa okuqhubekayo, abenzi bephaneli eNingizimu Korea naseTaiwan baye bahola ekulungiseni umthamo.Phakathi kwabo, i-Samsung Display ihoxise amandla ayo okukhiqiza, i-LGD ayizange ihoxise kuphela emandleni athile okukhiqiza, futhi imemezele ukuthi izovala umugqa wayo wokukhiqiza wasekhaya ngo-2020.
Ngokuhlehla kwabakhiqizi baseKorea kanye nokuphela kwamandla okukhiqiza eChina, ngenxa yomthelela walolu bhubhane, amanani ephaneli ye-LCD yomhlaba wonke azokhuphuka ngo-2020, okuzoletha inzuzo ecebile kubakhi bamaphaneli abasindile futhi bagcine inkampani isebenza kahle.
Ukuqubuka kuthinta ukunikezwa ukuze kukhuthaze amanani ephaneli ukuthi akhuphuke
Ukuqubuka kwalesi simo kuholele ekungaqalisweni okwanele kwamafekthri amamojula aphezulu naphansi komfula, okunciphise ukuhlinzekwa kwamaphaneli.Kubangele umthelela omkhulu embonini yamaphaneli enezixhumanisi zeketanga lezimboni eziyinkimbinkimbi.Ngokombono wokuthunyelwa kwefekthri yamaphaneli, ngenxa yokulahlekelwa okukhulu kwamandla okukhiqiza engxenyeni yokugcina yephaneli ngoFebhuwari, ukuthunyelwa kwamaphaneli engxenyeni yokuqala kuzothinteka kakhulu.Ngesikhathi esifanayo, isimo esiwumqedazwe sibe nomthelela omkhulu emakethe yezitolo.
Lolu bhubhane selupholise ngokushesha imakethe yokudayisa yaseShayina, futhi isidingo sempahla yasendlini okuhlanganisa amafoni ahlakaniphile nama-smart TV sehlile.Kodwa-ke, kuzothatha isikhathi ukuthi izinguquko emakethe yabathengi bokugcina zidlulisele ukulungiswa esidingweni sokuthengwa kwamaphaneli.Ngokombiko wakamuva wephaneli ye-LCD TV ekhishwe ngabakwaQunzhi Consulting, ngenxa yomthelela wobhubhane olusha lwenyumoniya olutheleleke nge-coronavirus, amanani ephaneli ye-LCD TV akhuphuke kancane kunalokho obekulindelwe ngoFebhuwari 2020, ngama-intshi angama-32 ekhuphuka ngo- $ 1 kanye no-39.5, 43. , futhi ama-intshi angu-50 ngalinye liyakhula.2 amadola, 55, 65 amayintshi ngamunye rose 3 amadola.Ngesikhathi esifanayo, i-ejensi iphinde ibikezele ukuthi amaphaneli e-LCD TV kulindeleke ukuthi agcine ukuthambekela okukhuphukayo ngoMashi.
Esikhathini esifushane, ubhubhane olusha lwenyumoniya luzoba nomthelela othile kumthamo wezimboni zamaphaneli, kodwa ubhubhane luzobambezela ukuqaliswa kabusha kochungechunge lokuhlinzeka ngephaneli enhla nomfula, okungase kuthinte ukunikezwa kwamaphaneli ngoMashi.Ngasikhathi sinye, isidingo esiqinile sesitoko esisezansi nomfula sizoqhuba ngokungaqondile ukukhuphuka kwentengo yephaneli kusheshise.
Abahlaziyi bemboni abafanelekile bathe ngaphansi kokuhlanganiswa okuhle kwezinto ezahlukahlukene, imboni yamaphaneli ethrendayo phezulu kulindeleke ukuthi ibambe leli gagasi lamathuba aphezulu.Ngesikhathi esifanayo, ukuhlinzekwa okuqinile kanye nesidingo nakho kuye kwashukumisela izinkampani zamaphaneli zasekhaya ukuthi zithathe leli thuba ukukhulisa umthamo wazo wokukhiqiza, futhi imakethe yamaphaneli yomhlaba wonke ingase ingenise uguquko olusha.
Imboni yephaneli ye-LCD LCD izoletha iphuzu lesikhathi eside lokuguquguquka
Ngo-2019, kube nokulahlekelwa okujwayelekile kokusebenza embonini yonkana, futhi izintengo zephaneli ezivamile zehla ngaphansi kwezindleko zemali zabakhiqizi baseKorea nabaseTaiwan.Ngaphansi kwengcindezi yokulahlekelwa okuqhubekayo nokulahlekelwa okwengeziwe, abenzi bephaneli eSouth Korea naseTaiwan bahola ekulungiseni umthamo.I-Samsung ibonise ukuthi i-SDC ivale umugqa wokukhiqiza we-L8-1-1 umthamo wanyanga zonke we-80K ku-3Q19, futhi yavala umugqa wokukhiqiza we-L8-2-1 umthamo wanyanga zonke we-35K;I-Huaying CPT ivale wonke umthamo we-105K womugqa wokukhiqiza we-L2;I-LG Display ibonise i-LGD Ku-4Q19, ulayini wokukhiqiza we-P7 uzovalwa ngomthamo wanyanga zonke we-50K, futhi umugqa wokukhiqiza we-P8 uzovalwa ngomthamo wanyanga zonke we-140K.
Ngokwamasu e-SDC ne-LGD, bazohoxa kancane kancane kumthamo wokukhiqiza we-LCD futhi bagcine kuphela umthamo wokukhiqiza we-LCD.Njengamanje, i-CEO ye-LGD isimemezele ku-CES2020 ukuthi wonke amandla okukhiqiza amaphaneli e-LCD TV yasekhaya azohoxiswa, futhi i-SDC izophinde ihoxe kancane kancane kuwo wonke amandla okukhiqiza ama-LCD ngo-2020.
Emgqeni wephaneli ye-LCD yaseChina, ukunwetshwa komthamo we-LCD nakho sekuseduze nokuqedwa.Ulayini wesizukulwane esingu-10.5 we-BOE e-Wuhan uzofakwa ekukhiqizweni ngo-1Q20.Kulindeleke ukuthi kuzothatha unyaka ongu-1 ukukhuphula umthamo wokukhiqiza.Lokhu kuzoba umugqa wokugcina wokukhiqiza we-LCD we-BOE.Ulayini wesizukulwane esingu-8.6 we-Huike e-Mianyang nawo uzoqala ukukhuphula umthamo wokukhiqiza ngo-1Q20.Ngenxa yokulahlekelwa okuqhubekayo kwe-Huike, kulindeleke ukuthi ithuba lokutshalwa kwezimali okuqhubekayo esikhathini esizayo lincane;ulayini wesizukulwane se-11 we-Shenzhen we-Huaxing Optoelectronics uzofakwa ekukhiqizweni ku-1Q21, okuzoba umugqa wokugcina wokukhiqiza we-LCD we-Huaxing Optoelectronics.
Ngonyaka odlule, ukutholakala ngokweqile emakethe yamaphaneli e-LCD kwaholela emananini aphansi esikhathi eside wamaphaneli e-LCD, futhi inzuzo yenkampani yathinteka kakhulu ngenxa yomthamo omkhulu.Kulo nyaka, kuqubuke ubhubhane olusha lwenyumoniya emazweni ahlanganisa iChina, iSouth Korea kanye neJapan.Esikhathini esifushane, inqubekelaphambili yokwenziwa ngcono kwamandla okukhiqiza iphaneli ye-LCD izothinteka ubhubhane olusha lwenyumoniya.Sekukonke, umthamo wokukhiqiza wephaneli ye-LCD TV yomhlaba wonke unomkhawulo, futhi ubudlelwano obuqinile bokuhlinzeka nokufunwa buye bangela imboni yamaphaneli ukuthi isuse igagasi lokunyuka kwamanani.Isimo esiqinile sokunikezwa kwempahla kanye nesidingo singase sikhuthaze izinkampani zamaphaneli zasekhaya ukuthi zithathe leli thuba ukukhulisa umthamo wazo wokukhiqiza.
Ngaphezu kokukhuphuka kwamanani entengo yesikhathi esifushane, imboni yephaneli yokubonisa ibhekene nezinguquko ezinkulu, okungukuthi, abenzi bephaneli be-LCD e-China babamba abakhiqizi baseKorea ngenxa yokuncintisana kwezindleko, ukusebenza kahle kokukhiqizwa kwemigqa emisha yokukhiqiza, kanye nezimboni. chain asekela izinzuzo.Ezinkampanini ezihlobene njenge-BOE kanye ne-Huaxing Optoelectronics, lapho kubhekene nalolu bhubhane, ukulungisa isimo namasu nokuzinikela emakethe kungase kuzuze amasheya amaningi.
Njengamanje, izinkampani zamaphaneli zaseChina zibambene nezinkampani zaseJapan nezaseNingizimu Korea kubuchwepheshe bephaneli ye-LCD, futhi zagxila ekuhlelweni kobuchwepheshe be-OLED.Nakuba amandla okukhiqiza amaphaneli e-OLED aphakathi nendawo asezandleni zabakhiqizi be-LCD bendabuko abafana ne-Samsung, LG, Sharp, JDI, njll., ukuqina nezinga lokukhula labakhiqizi bamaphaneli e-China nakho kukhulu.I-BOE, i-Shentianma, nesikrini esiguquguqukayo sengilazi egobile ye-3D i-Lansi, Isiqalile ukubeka imigqa yokukhiqiza ye-OLED.
Uma kuqhathaniswa nesimo esijwayelekile samaphaneli e-LCD emakethe ye-TV yomhlaba wonke, umthelela wamaphaneli e-OLED nezimakethe zomkhiqizo wokugcina unomkhawulo impela.Njengesizukulwane esisha sobuchwepheshe bokubonisa, nakuba i-OLED ithuthukise imboni yamaphaneli, ukuduma kwamaphaneli e-OLED kuma-TV anosayizi omkhulu nezimakethe ezigqokekayo ezihlakaniphile kusekude nemfashini.
Abangaphakathi abafanelekile bahlaziye ukuthi ukukhuphuka kwentengo yephaneli ngo-2020 sekuqalisiwe.Uma umkhuba wokubuyisela amanani uqhubeka, ukusebenza kwezinkampani ezihamba phambili embonini yamaphaneli sekuseduze.Ngokuthandwa kwezicelo zetheminali ye-5G ezansi nomfula, isidingo semikhiqizo yama-elekthronikhi yabathengi sizokhula.Njengoba izicelo ezintsha kanye nobuchwepheshe obusha buqhubeka buvuthwa futhi nokusekelwa kukahulumeni kuqhubeka kwanda, imboni yendawo yamaphaneli e-LCD yalo nyaka kufanele ibhekwe ngabomvu.Ngokuzayo, imakethe yephaneli ye-LCD yomhlaba kancane kancane izoshintsha ibe indawo yokuncintisana phakathi kweNingizimu Korea neChina.
Isikhathi sokuthumela: Mar-04-2020