LCD panel bw’eba ennyogovu, ssirini ya OLED eraga kati eba nzibu okusanga .

China Touch Screen Network News, LCD Panel Winter: Samsung LG Foxconn etandise okuggalawo ekkolero! Ekisenge ekiraga OLED ekigonvu kiri nti "Hard to find one screen ". Global LCD panel overcapacity egenda kuzimbulukuka obutasalako.
Nga August 26, BOE yalangiridde ekitundu ekisooka ekya lipoota y’omwaka 2019. Alipoota y’ebyensimbi yalaga nti ssente za BOE mu mirimu mu kitundu ekisooka eky’omwaka guno zaali obuwumbi 55.04, nga omwaka-Ku-okwongeza omwaka gwa 26.6% ate amagoba amatuufu ga kawumbi 1.67, nga omwaka-ku -okukendeera kw’omwaka gwa 43.92%.
Si BOE yokka, wabula n’abakola panel z’awaka basatu omuli Huaxing Optoelectronics ne Shentianma bonna balina ekintu eky’okwongera ku nnyingiza naye nga tebayongera ku magoba. Okusinziira ku kibinja kya TCL ekyayita semi-Alipoota y’omwaka, Huaxing Huaxing Optoelectronics’s revenue mu kitundu ekisooka eky’omwaka guno yali 16.28 obuwumbi bwa Yuan, nga yasinga omwaka 33.5%-ku -omwaka, era amagoba gaayo amatuufu gaali 1.02 billion yuan, wansi 7.8% omwaka {8}On {{9}year.
Enyingiza ya Shen Tianma mu kitundu ekisooka eky’omwaka guno yali ya buwumbi bwa Yuan 14.595, omwaka 4.43%-ku-, era amagoba gaayo amatuufu gaali ga buwumbi 0.644, nga gakendeddeko 17.68% omwaka-ku -.
"Winter" ya LCD panel etuuse. Abakola ebintu ebinene mu kiseera kino eky’obutiti banaamala batya?
LCD panel "eky'obutiti".
Ensonga lwaki amagoba g’abakola panel abakulu abasatu bonna baagudde eri nti ebbeeyi ya LCD panel egenda mu maaso n’okugwa.
Okuva mu makkati ga 2017, okukendeera kwa wakati kwa LCD panel kusukka ebitundu 50%. Mu kiseera kino, ebbeeyi ya ttivvi ya yinsi 65 n’okunsi egudde wansi w’ebbeeyi y’ebbeeyi y’abakola panel abasinga obungi.
Ensonga lwaki ebbeeyi yagwa yali nti olw'okukendeera kw'enkulaakulana y'ebyenfuna mu nsi yonna, obusobozi bw'okufulumya layini y'omulembe ogw'oku ntikko mu makolero ga semikondokita bwafulumizibwa mu bwangu era mu ngeri ey'amaanyi, okukkakkana nga kifunye embeera "ekya kibinja".
Ebiwandiiko biraga nti mu kitundu ekisooka ekya 2019, ekipimo kya LCD TV panel eky’ensi yonna kyali kitundu kya buwumbi 0.14, omwaka-ku -okweyongera kw’omwaka kwa 3.6%; Mu kiseera kye kimu, ekitundu ky’ensi yonna eky’obusobozi bw’okufulumya ttivvi ya LCD kyeyongera ebitundu 12.2% omwaka-ku-omwaka. Omutindo gw’okukula kw’omugugu guli wansi okusinga omutindo gw’okukula kw’obusobozi bw’empapula, era eby’obugagga by’amakolero byeyongera mpolampola.
Naye, mu mbeera eno, ekintu ekirabika "amakolero agaggalawo n'okukendeeza ku kukola" mu mulimu guno nakyo kizimbulukuka obutasalako.
Nga August 20, abamu ku bantu ab’omunda baagambye nti Samsung Display, kkampuni ekola ebyuma bya Samsung Electronics, yabadde ekola ku kukendeeza ku bifulumizibwa mu bipande bya LCD. Kkampuni eno eteekateeka okuggala layini emu ekola LCD ng’ekola omwezi guno omwezi ogujja okukola layini endala emitwalo 90 emitwalo gya Yuan n’okukendeeza ku kukola layini endala ey’okufulumya.
LG Display, ekitongole kya Panel wansi wa LG Group, nakyo kikendeezezza ku nkola yaakyo okuva mu June mu mbeera y’okukendeera kw’ebbeeyi ya LCD ennene-nga 1, 6.5 ne 8.5.
Foxconn era yategeeza gye buvuddeko nti egenderera okutunda ekkolero lya LCD panel erya 10.5 generation line esangibwa mu District ya Zengcheng, Guangzhou. Layini y’okufulumya ebintu yalangiridde enteekateeka yaayo ey’okusiga ensimbi nga December 2016, ng’omuwendo gw’ensimbi eziteekebwamu gutuuse ku buwumbi bwa Yuan 61, gutegekeddwa okuteekebwa mu kukola ebintu bingi mu October w’omwaka guno.
Kati mu kiseera ky’okufulumya abantu abangi, Foxconn alowooza ku ky’okuggala ekkolero lino, eryannyonnyola edda ekizibu kino.
Wabula abamu ku bakenkufu balowooza nti olw’okuba nti olw’okuggalawo n’okukyusakyusa, ebbeeyi y’olukiiko esuubirwa okuddamu okugwa mu biseera eby’omu maaso. "It is estimated that two 220 generation lines with a total of about 8.5 k/month in South Korea will be shut down, and Taiwan manufacturers will begin to reduce the crop rate of the production line, BOE also reduced the production capacity of 10.5 generation line, which was full of production and sales in the first half of the year by about 25%, "the research team of Guojin Securities pointed out," the supply-side production capacity clearing is expected to Vuga bbeeyi ya panel okutebenkeza n'okuddamu mu kwata y'okuna."
Ku ky’obusobozi obusukkiridde, BOE era yayogeddeko mu mboozi ey’akafubo omuli 21Tech wiiki ewedde nti omutindo gw’ekitongole kino mu mulimu guno gwesigamye ku kuvuganya kw’ebintu n’okuvuganya mu by’ekikugu. "Amakolero gonna gajja kuba n'ekizibu ky'obusobozi obusukkiridde. Oluvannyuma lw'okukulaakulana, okukyusakyusa, okuddamu okukulaakulanya, okukyusa, lawundi eziwerako ez'okulwana n'oluvannyuma okussa mu kifo ekimu, ku nkomerero waliwo ssatu ku ttaano ezisigadde ."
Ensulo y'olutimbe olugonvu .
Ku ludda olumu, ekipande kya crystal eky’amazzi kiba kinnyogovu; Ku luuyi olulala, screen ya OLED ekyukakyuka kati "nzibu okuzuula ".
Ensangi zino, abantu bonna okusuubira ku bifo eby’okulaga ku ssimu kwa buweerero, kutambuzibwa n’engeri ez’enjawulo ez’okwolesa, era kumpi buli muntu alina essuubi ddene ku katale kano.
Entangaavu era ennyimpi, etambuzibwa n’engeri ez’enjawulo ez’okwolesa, OLED panel ekola ku nsonga zino essatu zokka. Olw’enjawulo, obutazitowa, okutambuza, okukyukakyuka n’okukola ennyo ebipande bya OLED, ebipande bya OLED bikozesebwa nnyo mu bintu ebitono{1}}ebinene ebya digito ng’amasimu amagezi era bisuubirwa okufuuka omulembe oguddako ogwa tekinologiya omupya ow’okulaga.
Okusinziira ku biwandiiko ebyafulumiziddwa Qun Zhi Consulting, mu kitundu ekisooka ekya 2019, eby’okutwala essimu mu nsi yonna byakendedde ebitundu 5.2%, ate OLED phone panel yayongedde ebitundu 19% okusinziira ku mutindo. Olw’okweyongera okw’amangu okw’obwetaavu bw’okuzuula engalo wansi w’olutimbe, eby’okusindika eby’omu bipande bya OLED mu nsi yonna bisuubirwa okweyongera ebitundu 13% mu 2019.
Mu kiseera kino, Samsung ekyalina ebisinga ku mugabo gw’akatale mu mugabo gwa Flexible OLED panels. Wabula ebitongole by’omunda mu ggwanga omuli BOE, Vishino ne Tianma microelectronics byonna bisinga kuteeka ssente mu busobozi bw’okufulumya OLED.
DSCC, omukugu mu by’okwebuuza ku bantu mu makolero n’okukola ku by’amawulire, ebalirira nti okuva mu 2018 okutuuka mu 2023, abakola eby’okwolesebwa mu China bagenda kusaasaanya obuwumbi bwa ddoola za Amerika 29.7 (obuwumbi bwa RMB nga 204.3) okwongera ku busobozi bw’okukola ebyuma ebikozesebwa mu kuziyiza oluguudo lwa OLED, ekola ebitundu 88% ku busobozi bw’okukola ebintu mu nsi yonna okweyongera.
Mu nsonga z’okusindika amasimu ga AMOLED smartphone panel, omugabo gwa Samsung gwagudde wansi wa 90% omulundi ogusoose omwaka guno. Mu kiseera kino, Samsung erina layini emu ey’omulembe 4.5, layini emu ey’omulembe 5.5 ne layini bbiri ez’omulembe 6 mu nnimiro ya OLED panel, era mpolampola n’eggalawo layini z’okufulumya enkadde, kyusa layini y’okufulumya eya TFT-lcd okudda ku layini y’okufulumya ey’okufulumya-OLED production line.
Omwaka oguwedde, LGD yalangiridde okuzimba layini y’okufulumya amasannyalaze ga OLED panel 10.5 mu nsi yonna okusobola okuba n’obusobozi okukola ebipande ebinene-ebinene ebya OLED. Mu kisaawe ky’obunene obunene-Size OLED, mu kiseera kino LGD ye kkolero ly’ebipande lyokka mu nsi yonna eriyinza okuvaamu ebingi ku mutendera omunene.
Mu kwata y’omwaka guno esooka, akatale ka Boe mu Global OLED Smart Panel kaatuuse ku bitundu 5.9%, nga kasooka mu China. Kitegeerekese nti mu kiseera kino Boe erina layini bbiri eza AMOLED, Chengdu ne Mianyang, nga mu zino Chengdu production line ye layini y’okufulumya AMOLED ey’omulembe ogw’omukaaga esoose mu China ku lukalu lwa China; Layini z’okufulumya Chongqing ne Fuzhou zizimbibwa.
Boe yagamba nti omuwendo gw’amakungula g’omulembe ogw’okusatu ogwa AMOLED (flexible) production line mu Chengdu gwatuuka ku mutindo gwa waggulu mu makolero, era obungi bw’okusindika mu kitundu ekisooka eky’omwaka bwasukka ebitundu 6. Layini ya Mianyang ey’omulembe ogw’omukaaga eya AMOLED (Flexible) etegedde okufulumya n’okusindika mu bungi, era omugabo gw’akatale k’amasimu ga OLED agakyukakyuka galongooseddwa nnyo.
Shen Tianma yateeka ssente n’azimba layini ya AMOLED pilot ey’emilembe 5.5 mu 2010, nga eno y’emu ku kkampuni z’awaka ezaasooka okukola ebipande by’amasimu ebya AMOLED mu bungi. OLED IN, Tianma organic luminous mu Shanghai 5.5 Generation rigid OLED production line ebadde ekola mu bungi, obusobozi obuliwo kati ku 5 K/mwezi. April 2017, Wuhan Tianma omulembe ogw’omukaaga AMOLED production line ate ekitangaala ekikaluba era ekigonvu AMOLED product, mu June w’omwaka oguwedde okufulumya mu butongole.
CSOT mu Shenzhen, Pulojekiti y’omulembe ogw’ekkumi n’ogumu TFT-LCD ne AMOLED Production Line eteekeddwa mu nkola, esuubirwa okuba enkomerero ya 2019 okufulumya mu bujjuvu, obusobozi bw’okukola dizayini 90 k/omwezi; Pulojekiti ya T4 e Wuhan etegekeddwa okukolebwa mu bungi mu kitundu ekisooka ekya 2020, ng’etegekeddwa okukola 45 K/month.
Mu kiseera kino, Vishino erina layini ssatu ez’okufulumya eza OLED ne layini emu eya AMOLED module, nga zino zigabibwa mu Kunshan, Guan ne Hefei.
Olw'okufuba okutambula obutasalako kw'abakola ebintu mu ggwanga, kiteekwa okuba nga kisoboka okumenyawo obwannannyini bwa Samsung n'okutegeera "okuyita okusukka" kw'ebisenge ebigonvu eby'awaka mu bbanga eritali ly'ewala ".