Lo mbuzo uyinkimbinkimbi kakhulu kunalokho abantu abakucabangayo. Kusho ukuthini "okukhulu"? Isamba semali engenayo? Imali engenayo yezimpawu zedijithali ngokukhethekile? Amayunithi athunyelwe? Isabelo semakethe? Izimpendulo ezihluke ngokuphelele ziyavela kuye ngokuthi iyiphi imethrikhi ekhethiwe.
I-Samsung
I-Samsung iyinombolo yokuqala jikelele. Benza yonke into-amaphaneli, ama-chip, inkumbulo, izibonisi, amamojula e-LED. I-Samsung Display ihlinzeka nge-AMOLED engxenyeni yomkhakha, bese i-Samsung Electronics iqhudelana nalawo makhasimende afanayo ngemikhiqizo ephelile.
I-Wall Pro MicroLED eyethulwe ngo-2024 yayihlaba umxhwele. Bebelokhu bephusha le modeli yokubhaliselwe{2}}i-hardware kanye ne-CMS kanye nezibalo ezihlanganiswe ndawonye. Umnyakazo ohlakaniphile wemali engenayo ephindelelayo.
Nansi into kodwa. Khuluma nanoma ubani owenza amaphrojekthi odonga lwevidiyo ye-LED ngesabelomali futhi bazokutshela izintengo ze-Samsung ngokwazo ku-60% wamathuba. Mhlawumbe ngaphezulu. Abakhiqizi baseShayina bazocaphuna ama-30% aphansi kuma-specs afanayo. I-Samsung ilandela ingxenye ye-premium futhi ivumela wonke umuntu ukuthi alwele okunye.
Isabelo sabo semakethe se-EMEA neseNyakatho Melika ekubonisweni kwezentengiso kwe-LCD bekulokhu kubusa. Idatha ye-IHS Markit ibonisa lokhu ngokungaguquki.
Enye Idatha (Ngezixwayiso)
Imibiko yemboni evela ku-Futuresource kanye ne-AVIXA ibeka imakethe yezimpawu zedijithali emhlabeni wonke$ 31-35 billionngo-2026. Lobo bubanzi bubanzi kodwa yilokho okwenzekayo uma uzama ukuchaza lokho okubalulekile "njengezimpawu zedijithali."
Isilinganiso esinzima sokuthi abadlali abakhulu bahlala kuphi:
I-Samsung Electronics- cishe amabhiliyoni angu-5-6 emali engenayo yezimpawu zedijithali, isabelo semakethe esingu-18-20% emhlabeni jikelele. Iqinile ku-LCD, i-LED, i-MicroLED, i-OLED.
I-LG Electronics- U-$3-4 webhiliyoni, cishe ukwabelana okungu-11%. I-OLED ukugxila kwabo.
I-Unilumin- cishe u-$1.1 bhiliyoni (7.4 bhiliyoni we-RMB), inombolo eyodwa ku-LED ngokukhethekile ngo-10% waleyo ngxenye.
Leyard- cishe u-$1 bhiliyoni, cishe u-15% wesegimenti ye-LED. Bangabanikazi be-Planar eNyakatho Melika okubalulekile.
U-Sony- kuyakhohlisa ngoba banqwabelanisa imibukiso yobungcweti nezinto zokusakaza ezimalini zabo. Isamba esingu-$1.5{3}}2 sebhiliyoni sikhona kodwa esihlanganisa imikhiqizo engeyona yezimpawu.
Isimo Sodonga Lwevidiyo ye-LED
Yilapho izinto zishintsha khona ngokushesha.
I-Unilumin yadlula i-Leyard ngenzuzo ngo-2023. Imibiko yabo yonyaka iyakubonisa, izibalo ze-Omdia ziyakuqinisekisa. U-Leyard ubengumholi ongaphikiswa kungekudala.
Kungani i-Unilumin itholakala? Imboni yabo yaseShenzhen i-automatic kakhulu. Bakhulise umthamo wabanye ngo-30% ngo-2024. Imajini yabo yaphesheya iphakeme ngokuphawulekayo kunasekhaya. Igebe libonisa ukuthi abasaqhudelani ngentengo emhlabeni jikelele. Enye iprimiyamu yomkhiqizo iyavela.
Leyo khonsathi ka-Adele eMunich ngo-2024? Isikrini esikhulu se-LED esingamamitha-skwele angu-4,000 esithole irekhodi le-Guinness? I-Unilumin yakwenza lokho. Ukumaketha okuhle.
U-Leyard ubelokhu enza i-LED iminyaka engaphezu kwamashumi amabili, wenza kahle-i-pitch LED, unobudlelwano obujulile emagumbini okulawula nezikhungo zokuyala. Ukuthengwa kwe-Planar ngo-2015 kwakuhlakaniphile-kubanikeze uhlobo lwaseNyakatho Melika esikhundleni sokuzama ukuphusha igama le-Leyard ngokuqondile.
Uchungechunge olujwayelekile kuzo zombili izinkampani ukulawulwa kwe-supply chain. Ama-chip e-LED, ama-IC driver, ukukhiqiza-ikakhulukazi-endlini. Izindleko eziphansi kuneziqhudelana naye zaseKorea noma zaseJapan.
Kodwa izingozi zingokoqobo. Amanye amakhasimende asho ngokusobala ukuthi "awekho ama-Chinese brand" noma ngabe imininingwane ingcono futhi intengo iphansi. Leso simo se-geopolitical asisuki.
Isu le-LG
I-LG iyinombolo yesibili.
Ukuhamba phambili-ekuba{1}}nenhloko ne-Samsung kukho konke kungaba ubuwula. Abanakho ukuhlanganiswa okuqondile okufanayo noma isikali. Ngakho-ke babheja kakhulu ku-OLED esikhundleni salokho.
Iyasebenza. I-LG Display ukuphela komnikezeli-amaphaneli amakhulu efomethi ye-OLED emhlabeni jikelele. Lokho akushintshi maduze{3}}ukwakha umthamo we-OLED kuthatha iminyaka kanye nokutshalwa kwezimali okukhulu. I-Transparent OLED isibe yinto ehleliwe-ekubonisweni kwamawindi okuthengisa asekupheleni. Izitolo zama-apula, uLouis Vuitton, lolo hlobo lwendawo.
Bathenge i-Navori Labs ekuqaleni kuka-2024-I-Verge ibike cishe izigidi ezingu-$200-futhi manje banendaba yesofthiwe okufanele bayixoxe ngokuhambisana nehadiwe. I-Business Cloud CMS yethulwa ngawo lowo nyaka.
Okubi ukuthi umthamo we-OLED uboshiwe. I-LG Display inemigqa embalwa-yefomethi kuphela emikhulu futhi ukunwetshwa kuhamba kancane futhi kuyabiza. Futhi bayekile ukuncintisana ezindongeni zevidiyo ze-LED ngokuqondile.
Umdlali wenombolo yesibili kunoma iyiphi imakethe kufanele athole i-niche ehlukanisiwe lapho angaba khona inombolo yokuqala, noma adliwe kancane umholi. I-LG ikhethe ukuhluka. Kuze kube manje iyasebenza.
Amazinga
Ngesamba semali engenayo yezimpawu zedijithali:Samsung, LG, Sony, Unilumin, Leyard
Ngenzuzo yodonga lwevidiyo ye-LED:Unilumin, Leyard, Samsung
Ngokuthunyelwa kwe-LCD kwezentengiso:Samsung, LG, NEC/Sharp
I-Sony Crystal LED inekhwalithi yesithombe emangalisayo. Kodwa inenani lokukhiqiza amafilimu kanye{1}}nezinkampani eziphezulu. Abazami ukuncintisana ngevolumu.
Yini Ezonyakazisa Izinto
I-Geopolitics iyisici esikhulu. Abakhiqizi baseShayina babusa iChina ngokuphelele. Bangase bavalelwe ngaphandle kuhulumeni wase-US kanye namaphrojekthi wezokuvikela ngokuphelele. IYurophu isiba inkundla yempi. Ukuqaliswa koMthetho we-CHIPS ngo-2024 kanye nophenyo lwentela ye-EU kuma-Chinese EVs lukhomba ekunqanyulweni kobuchwepheshe okwengeziwe.
Ukwehliswa kwezindleko ze-MicroLED uphawu lombuzo lobuchwepheshe. Uma izindleko zehla kakhulu zihlela kabusha yonke into.
Ubani Omkhulu?
Kuya ngencazelo.
Isamba semali engenayo:I-Samsung. Yize izimpawu zedijithali kuyiphutha lokuzungeza le-Samsung njengenhlangano.
Imali engenayo yezimpawu zedijithali ngokuqondile:Noma kunjalo i-Samsung, i-LG yesibili. Igebe lingase linciphe.
Izindonga zevidiyo ze-LED:Inombolo yokuqala ye-Unilumin, i-Leyard yesibili.
I-LCD commercial:I-Samsung.
I-Samsung inesikhundla somhlaba esiqine kakhulu ngo-2026, kodwa ezindongeni zevidiyo ze-LED ngokukhethekile-okuyisigaba sokukhula{2}}abakhiqizi base-China abahamba phambili.
