Ngokutshalwa kwezimali nokwakhiwa kweShayina ekwakhiweni kochungechunge lwemboni yokubonisa eminyakeni yamuva, i-China isibe ngomunye wabakhiqizi bamaphaneli abakhulu kakhulu emhlabeni, ikakhulukazi embonini yamaphaneli e-LCD, i-China ingumholi.
Mayelana nemali engenayo, amaphaneli aseShayina abalelwa ku-41.5% wemakethe yomhlaba wonke ngo-2021, edlula i-hegemon yangaphambili yaseNingizimu Korea ngo-33.2%. Ngokukhethekile, ngokuya ngamaphaneli e-LCD, abakhiqizi baseShayina bawine u-50.7% wesabelo somhlaba wonke. ISouth Korea iyaqhubeka nokuhola emkhakheni wamaphaneli we-OLED, ngesabelo somhlaba wonke esingu-82.8% ngo-2021, kodwa isabelo se-OLED sezinkampani zaseShayina sikhule ngokushesha.
Kodwa-ke, ukukwazi ukuzuza isabelo semakethe esikhulu kangaka akunakuhlukaniswa nokwandiswa kwesikhathi eside kanye nokuxoxisana kwezinkampani zamaphaneli zasekhaya. Ngaphambi kwalolu bhubhane, intengo yamaphaneli yayicishe ibe sezingeni eliphansi, futhi izinkampani eziningi zamaphaneli amancane zasinda emifantwini yamabhizinisi amakhulu, kodwa ngokuncipha okuqhubekayo kwamanani entengo, izinkampani eziningi zamaphaneli zabhekana nesimo sokungenzi imali noma ngisho nokulahlekelwa. imali.
Umthamo wokukhiqiza wephaneli ye-TV ye-LCD (i-liquid crystal) yamafekthri aseShayina uyaqhubeka nokuvuleka, futhi ukunikezwa kugcwala umhlaba wonke, okuholela ekuthengisweni njalo kwamanani e-LCD.
Ngokusho kwezindaba zeWit Display, ezinyangeni ezine zokuqala ezihlanganisa iNyakatho Melika kanye nokunye ukwehla komnotho omkhulu we-TV, okuhambisana nezinkinga ze-inventory, ukwehla kwamaphaneli e-TV ngoMeyi kwaqina, iPhini likamongameli weTrendForce ocwaningweni oluphezulu uQiu Yubin uthe amaphaneli e-TV angaphansi kwama-intshi angu-55 abe namandla. inyanga eyodwa yokwehla kwamadola angu-2 ukuya kwangu-5.
Nakuba osayizi abaningi beze ezindlekweni zemali, kodwa isidingo sokugcina asisihle, ukunciphisa ukukhiqizwa kwefekthri yephaneli kulinganiselwe, futhi ingcindezi yokuthengisa ngokweqile isenkulu, okuholela ekwandeni kokwehla kwentengo ngoMeyi. Ngekota yesibili, amaphaneli amakhulu amakhulu aqhubeka ehla, futhi abakhiqizi bephaneli bangase balahlekelwe yimali ngenyanga eyodwa, futhi ukucindezela kokusebenza kuye kwanda kakhulu.
I-South Korea Economic Daily ibike ngo-2nd, abangaphakathi baveze ukuthi kusukela kule nyanga, isitshalo se-LGD saseSouth Korea Paju kanye nesitshalo saseChina saseGuangzhou sizosika umugqa wokukhiqiza we-LCD wokukhiqiza ingilazi yengilazi, ukukhishwa kwephaneli ye-LCD TV yenkampani engxenyeni yesibili yonyaka. izoba ngaphansi kuka-10% kunengxenye yokuqala yonyaka.
Amafektri aseShayina akhiqiza ngobuningi, ngentengo yokuncintisana kakhulu ukubamba imakethe, ukuze ikhotheshini yephaneli ye-LCD TV yomhlaba wonke iqhubeke nokwehla, i-LGD yehluliwe, yanquma ukunciphisa kakhulu ukukhiqizwa. Ngaphambi kwalokhu, enye imboni yaseKorea, iSamsung Display, yayimemezele ukuthi izophuma ebhizinisini le-LCD ekupheleni kuka-2022 ngenxa yenzuzo ewohlokayo. Kukhona futhi iMitsubishi, iPanasonic nezinye izinkampani ngonyaka odlule nazo ezibike ukuncishiswa noma ukumiswa kokukhiqizwa kolayini wabo wokukhiqiza iphaneli ye-LCD.
I-Samsung, i-LGD, i-Panasonic namanye amabhizinisi anemigqa yokukhiqiza iphaneli ye-LCD athengise futhi amisa ukukhiqiza, okwenze i-China izwe elikhulu ekuthunyelweni kwephaneli ye-LCD. Lezi zikhulu zamaphaneli zangaphambili zikhethe ukuthenga amaphaneli e-LCD e-China ngemuva kwenani elikhulu lemikhiqizo noma ukusikwa kokukhiqiza, okuphinde kwenza umthamo wokukhiqiza wephaneli ye-LCD futhi wanikezela eduze komkhiqizo waseChina.
Eqinisweni, kusukela ekukhuleni kokukhiqizwa kwephaneli ye-LCD yaseChina, kunomthelela omkhulu kakhulu kwiphethini yokuphakelwa kwamaphaneli e-LCD emhlabeni jikelele. Ikakhulukazi, amabhizinisi amaphaneli enhloko aholwa yi-BOE ne-Huaxing Optoelectronics akhule ngokushesha ekuthunyelweni eminyakeni yamuva. I-BoE, i-Huaxing Optoelectronics, i-Huike abakhiqizi abakhulu abathathu engxenyeni yokuqala ka-2021 yendawo yokuthunyelwa kwephaneli ye-LCD TV babalelwa ku-50.9% wesamba sendawo yokuthunyelwa komhlaba jikelele esikhathini samanje.
Ngokusho kwedatha evela ku-LOTTO Technology (RUNTO), ngo-2021, inani eliphelele lamafekthri ephaneli asekelwe emhlabeni lafinyelela izingcezu eziyizigidi ezingu-158, ezibalelwa ku-62%, ukuphakama okusha komlando, ukukhuphuka ngamaphesenti angu-7 ngamaphesenti ngo-2020. hhayi kuphela ekuthengweni, kodwa futhi kusukela ekwandiseni amandla okukhiqiza ezwekazini uqobo, futhi isikhungo se-gravity yamaphaneli e-lcd sesishintshele e-China.
Nakuba kubonakala sengathi uchungechunge lwemboni ye-LCD yaseChina luyakhula, imboni nayo ibhekene nezinkinga eziningi.
Okokuqala nje, i-dividend ye-LCD TV isicishe yashabalala. Nakuba manje kuyo yonke inkundla ye-TV, ivolumu yokuthengisa kanye nevolumu ye-LCD TV mikhulu kakhulu, ibalwa ngaphezu kwama-80% akho konke ukuthunyelwa kwe-TV. Nakuba ivolumu inkulu, kodwa sonke siyazi ukuthi iphaneli ye-LCD noma i-TV ayenzi imali noma ilahlekelwe yimali, kumabhizinisi ephaneli, i-dividend panel ye-lcd icishe yanyamalala.
Okwesibili, ubuchwepheshe bokubonisa obusha buyaxoshwa futhi buvinjwe. Njengoba kushiwo ngaphambili, i-Samsung, i-LGD nezinye izinkampani zephaneli yekhanda zikhetha ukumisa ukukhiqiza noma ukunciphisa amapaneli e-lcd, ukungenzi imali noma ukulahlekelwa ngakolunye uhlangothi, ngakolunye uhlangothi, kunethemba lokubeka izinsiza eziningi zezezimali kanye nabasebenzi ekukhiqizeni. yamaphaneli obuchwepheshe bokubonisa obusha, njenge-OLED, i-QD-OLED ne-QLED.
Ngaphansi kwesisekelo sokukhula okuqhubekayo kwalobu buchwepheshe bokubonisa obusha, kuwukuncishiswa kobukhulu bama-LCD TV noma amaketango ezimboni, futhi isikhala sokukhiqiza samaphaneli e-LCD sihlala simpintsha, okuyinselelo enkulu futhi ezinkampanini zamaphaneli e-LCD yaseChina.
Ngokuvamile, uchungechunge lwemboni yamaphaneli e-LCD yaseChina luyakhula, kodwa ukuncintisana nengcindezi nakho kuzokhula.
Isikhathi sokuthumela: May-30-2022