Zoo paub Apple Analyst Guo Minghao tso tawm tsab ntawv tshaj tawm tias Apple yuav txais yuav miniLED panels nyob rau hauv loj-screen khoom xws li iPad thiab MAC. Qhov kev tawm tsam no tsis yog cov xov xwm zoo rau kev lag luam hauv OLED kev lag luam uas muaj kev sib kis ceev heev, thiab yuav tau nce tus nqi nkag ntawm OLED kev lag luam. Ua tsov ua rog theem.
Kua txais miniLED vaj huam sib luag los coj cov vaj huam sib luag hauv OLED rau nqi tsov rog
OLED teeb meem vaj huam sib luag
Hauv kev ua lag luam xov tooj ntse, qhov feem pua ntawm OLED panels tau siab tshaj 50%, thiab qhov kev faib ua feem nce zuj zus; nyob rau hauv high-end TV ua lag luam, OLED TVs account rau ntau tshaj ib nrab, thiab raws li feem ntau TV tuam txhab hauv lub ntiaj teb nqis peev hauv LGD-coj OLED panel camps, tib lub sijhawm, pib LGD tus 8.5 Generation OLED pawg ntau lawm Guangzhou yuav ntxiv cov peev txheej ntawm OLED panels thiab pab txhawb rau cov TV hauv TV hauv TV hauv TV.
Txawm li cas los xij, txawm tias OLED panels tau txais kev pom zoo los ntawm cov xov tooj ntse thiab kev lag luam hauv TV, cov teeb meem uas tsis muaj qhov teeb meem tsis tau daws, qhov ntawd yog, qhov teeb meem ntawm qhov hluav taws kub, uas yog tshwm sim los ntawm kev ua neej txawv ntawm peb lub luminescent khoom rau kev siv cov ntse tes. Lub neej expectancy feem ntau yog nyob ib ncig ntawm 2 xyoos, thiab qhov cuam tshuam ntawm cov hlawv-hauv xovtooj ntawm tes tsis yog cov cuabyeej, tabsis rau kev ua lagluam hauv TV, kev cuam tshuam ntawm lub neej TV yog qhov tseem ceeb raws li nws kav ntev dua kaum lub xyoo.
Txawm hais tias OLED kev lag luam yog nyob rau hauv ib lub sij hawm ntawm kev loj hlob, muaj ib txoj kev sib txeeb ntawm kev ua tsov ua rog. Nyob rau hauv cov lag luam me me thiab nruab nrab ntawm OLED rau cov khoom xws li cov xov tooj ntse, Tuam Tshoj tus ob qhov loj vaj huam sib luag tuam txhab BOE thiab Huaxing Optoelectronics yog accelerating lawv expansion ntawm OLED vaj huam sib luag ntau lawm muaj peev xwm, ntxiv rau cov me thiab nruab nrab OLED panels xws li Hehui Optoelectronics thiab Visionox. Manufacturers, raws li cov vaj huam sib luag tuam txhab uas muag 'OLED vaj tse ntau lawm kab yog muab tso rau hauv ntau lawm, OLED vaj huam sib luag muaj peev xwm ntau lawm.
Nyob rau hauv loj-loj OLED vaj tse ua lag luam, nws tseem nyob rau hauv ib theem luv luv. Qhov no vim hais tias tsuas yog LGD ua tus loj loj OLED panels nyob hauv lub ntiaj teb, thiab nws cov peev txheej ntau yog tsawg. Txawm li cas los xij, vim tias qhov teeb meem ntawm cov hluav taws xob hauv OLED yeej tsis yooj yim, thiab Tuam Tshoj Tus ob lub tuam txhab TV Hisense thiab Konka kuj tau koom nrog tsoomfwv cov koom haum hauv Taiwan los txhawb cov TV MiniLED thaum koom nrog lub TV nyob hauv OLED. Qhov kev tawm tsam no yuav yog lub tshuab loj loj rau cov TV hauv TV.
OLED vaj huam sib luag lossis nqi ua rog
Yuav kom ua tau raws li Apple lub peev xwm cov kev cai rau cov haujlwm me me thiab nruab nrab ntawm OLED, Samsung tau loj hlob kom muaj peev xwm ntawm cov peev txheej me me thiab nruab nrab ntawm OLED, thiab cov muag ntawm cov cim dhau los ntawm iPhoneX thiab lub cim tshiab ntawm iPhoneXS thiab iPhoneXS MAX siv cov panels OLED tsis tau ntsib kev cia siab. Nrog overcapacity OLED panels, Samsung tau muag nws OLED panels rau mainland Suav teb xov tooj tuam txhab, txawm muab tus nqi txo.
Nrog zus ntawm cov vaj huam sib luag ntawm OLED ntawm cov khoom ntawm Tuam Tshoj tus ob pawg tuam txhab lag luam BOE thiab Huaxing Optoelectronics, kev sib tw ntawm cov me me thiab nruab nrab cov laus OLED yog ua txhua yam. Li ntawd, me me thiab nruab nrab yuag OLED panels yog inevitably hauv nqi tsov rog. Samsung, uas muaj qhov zoo ntawm qhov muaj peev xwm thiab kev siv tshuab, tau ua tiav nws cov nyiaj ntau cov nyiaj cheb, thiab Samsung lub peev loj kom zoo dua yog ua txhua yam los koom nrog cov nqi no, rau Tuam Tshoj cov tuam txhab hluav taws xob hauv OLED yuav dais qhov dual siab ntawm ntau cov nyiaj poob qis thiab nqi poob .
Vaj Huam Sib Luag cov lag luam nyob hauv Taiwan tau pom tau tias cov lag luam Panoramic OLED tsis ua lag luam nrog cov koom haum vaj huam sib luag hauv Suav thiab South Kauslim. Vaj Huam Sib Luag cov lag luam nyob rau hauv mainland Suav tau muaj peev thiab muaj nqis. Kauslim vaj huam sib luag cov tuam txhab muaj technology thiab muaj peev xwm zoo, tab sis kev txhim kho tshuab zoo tshaj. MicroLED yog txoj kev nyuaj nyuaj cov teeb meem thiab cov teeb meem muaj nqi, yog li lawv xaiv los tsim miniLED ua ntej, thiab lawv pib tsim miniLED rau cov khoom loj loj. Tam sim no Apple lub tswv yim ntawm miniLED ntawm iPad thiab MAC yog undoubtedly rau lawv. Ib txoj kev vam meej loj.
Rau cov npoo loj loj OLED, Kua lub tswv yim txog ntawm MiniLED panels yuav tau tsim cov nqi siab. Vim tias Apple cov cwj pwm tseem ceeb rau txoj kev lag luam, MiniLED yuav muaj peev xwm nthuav dav heev hauv kev lag luam hauv PC, uas yuav thaiv cov OLED panels mus rau lub lag luam hauv PC. Txoj kev loj hlob, thiab qhov chaw ntawm MiniLED hauv PC lag luam yuav muaj kev cuam tshuam rau cov tuam txhab uas txhawb cov MiniLED TV xws li Hisense thiab Konka, uas yuav cuam tshuam rau kev lag luam TV. Raws li qhov tshwm sim, LGD tau ua kom txo cov nqi ntawm OLED lub voj voog, uas ua kom nws ze zuj zus tuaj. Lub lag luam OLED ua lag luam, uas tseem nyob hauv kev poob rau kaum xyoo, yog undoubtedly ib lub tshuab loj.
Tsis tas li ntawd, Apple thiab mainland Tuam Tshoj lub TV tuam txhab uas muag npaj los ua kom paub txog cov lus qhia hauv MiniLED, cov xov tooj txawb xov tooj hu ua Huawei thiab Xiaomi kuj npaj siab yuav siv cov lus qhia hauv MiniLED, vim lawv vam tias lawv yuav tsum tshem tawm qhov teeb meem tam sim no hauv cov lag luam me me thiab cov laus nruab nrab yog mus rau Samsung, tab sis Samsung tau meej meej Backhand, nws yog accelerating qhov kev loj hlob ntawm microLED vaj huam sib luag technology thiab tau launched lub microLED TV rau lub tsev khw.
Bai Ying Technology ntseeg hais tias vim cov nqi siab thiab kev ua haujlwm zoo ntawm microLED, nws yog kev tsim kom nce qib hauv lub lag luam ntse xov tooj. Samsung qhov kev tshaj tawm ntawm microLED nyob rau hauv lub lag luam TV yuav tsum tsuas yog ib qho kev ntsuas uas tsim nyog xwb. Nws tsis xav kom microLED yaig coj ntau cov profits rau nws. Cov lag luam me me thiab nrab nruab nrab ntawm OLED, tab sis nrog Apple's qhia txog miniLEDs hauv PCs, Huawei thiab Xiaomi rau smartphones, Samsung yuav sai sai no txhawb microLEDs hauv lub lag luam smartphone, ua microLEDs ib qho tseem ceeb ntawm cov nyiaj hloov rau OLEDs. Lub miniLEDs nce los ntawm Taiwan lub vaj huam sib luag tuam txhab uas muag yuav muaj ib qho chaw hauv TV thiab PC kev lag luam.
Nyob rau hauv lub peev xwm vaj huam sib luag ntawm OLED txuas ntxiv, thiab miniLED thiab microLED pib nkag mus rau hauv kev lag luam yuav tsum hloov cov lag luam yuav tsum hloov cov OLED, uas yuav yuam kom lub vaj huam sib luag ntawm OLED tam sim no hauv kev loj hlob sai rau nkag mus rau tus nqi tsaj tsis muaj nqi, uas yog obviously tsis zoo rau OLED vaj huam sib luag tuam txhab hauv teb chaws Suav teb. Cov xov xwm, loj npaum li cas ntawm peev peev, thiab rov qab los ntawm qhov rov qab tsis tau poob mus rau hauv ib qho teeb meem tsis.
