Inhlangano yocwaningo lwemakethe i-DSCC (Display Supply Chain Consultants) ikhiphe umbiko omusha othi njengoba abakwaSamsung Display (SDC) kanye ne-LG Display (LGD) beyekisa ukukhiqizwa kwamamonitha e-LCD, kulindeleke ukuthi amandla okukhiqiza ama-LCD emhlabeni wonke ehle ngo-2023.
Njengamanje, ukuhlukaniswa kwekhaya sekuphenduke inkambiso, futhi isidingo samakhompyutha wamanothi, ama-LCD TV kanye neminye imikhiqizo sesikhulile, okubangela ukuthengiswa kwamaphaneli e-LCD ukuqhubeka nokukhula.Ukwengeza, ubuchwepheshe be-MiniLED backlight buye bathuthukisa kakhulu ukusebenza kwe-LCD, okuqhubeka nokunciphisa igebe lokusebenza phakathi kwe-LCD ne-OLED ezimakethe eziphezulu ze-IT ne-TV.Ngenxa yalokho, amanani e-LCD ayaqhubeka ehlala ephezulu, futhi abakhiqizi bafuna ukwandisa ukukhiqizwa.
Kodwa-ke, i-DSCC ibikezela ukuthi njengoba ukunikezwa kukhula futhi ukushoda kwezingxenye ezifana nengilazi nama-ICs omshayeli kuxazululwa, intengo yamaphaneli e-LCD izoqala ukwehla kusukela ekupheleni kuka-2021 noma ekuqaleni kuka-2022. Nokho, ngenxa yokuthi i-SDC futhi i-LGD ekugcineni izoyeka ukukhiqizwa kwe-LCD, kulindeleke ukuthi umthamo wokukhiqiza we-LCD uzokwehla ngo-2023, okuzovimbela ukwehla kwentengo okuqhubekayo.
I-DSCC iveze ukuthi ngo-2020, amandla okukhiqiza ama-LCD abakhiqizi bamaphaneli baseKorea azothatha u-13% wesamba sokukhiqiza i-LCD emhlabeni jikelele.I-SDC ne-LGD ekugcineni zizovala amandla okukhiqiza i-LCD yaseNingizimu Korea.
Kodwa-ke, ngenxa yesidingo esinamandla semakethe, izinkampani ezimbili zaseNingizimu Korea zaphuma emakethe ye-LCD ngemva kwesikhathi esilindelekile.Phakathi kwazo, i-SDC kulindeleke ukuthi ivale wonke amandla ayo okukhiqiza i-LCD ekupheleni kuka-2021, futhi i-LGD kulindeleke ukuthi ivale wonke amandla okukhiqiza ngaphandle kwe-P9 ne-AP3 ekupheleni kuka-2022. Lokhu kungenza amanani ephaneli ye-LCD aphinde akhuphuke ekupheleni 2022 noma 2023.
Kodwa-ke, umbiko uveze ukuthi ngenxa yokuthi abenzi bephaneli abaningi e-China batshala imali ekwandiseni, kulindeleke ukuthi umthamo wokukhiqiza we-LCD uzokhuphuka ngo-5% ngo-2024, noma umjikelezo omusha wokwehla kwamanani ungase uqaliswe.
Isikhathi sokuthumela: Apr-22-2021