Oct 22, 2018 Tso lus

BOE 65-ntim vaj huam sib luag khoom yuav ntau dua Innolux

Txij li thaum ib nrab xyoo ntawm xyoo tas los, cov nqi vaj huam sib luag tau poob ncaj, thiab cov nqi hauv peb lub hlis ntawm lub xyoo no tau muaj kev ruaj ntseg. Txawm li cas los, TV vaj huam sib luag muaj loos hauv plaub lub hlis, thiab cov nqi vaj huam sib luag hauv TV yuav poob rau lub Kaum Ib Hlis thiab Kaum Ob Hlis.

 

Hauv thawj peb lub hlis xyoo 2019, xyoo 11 ntawm Huaxing Optoelectronics Co., Ltd. yuav ua cov khoom loj. Txij thaum ntawd los, SDP 10.5 foundry ntawm Hon Hai Group thiab lub 8.6-tiam cog ntawm Huike Cangzhou tau raug muab tso rau hauv ntau lawm, thiab lub siab ntawm oversupply yog zoo. Nws tau kwv yees tias qhov peev xwm loj ntawm vaj huam sib luag tsim muaj peev xwm yuav nce li ntawm 10.7% ntawm xyoo 2019, tab sis qhov kev thov kev loj hlob tsuas yog kwv yees li 2.4%. Qhov nruab nrab ntawm qhov nyiaj nruab nrab yog li ntawm 8.1%, thiab qhov sib piv ntawm cov kev tiv thaiv nyob hauv thawj lub quarter yog siab li 18.2. %, teev cov ntaub ntawv siab. Nws xav pom hais tias qhov kev sib tw ntawm cov nqi vaj huam sib luag yuav muaj txuas ntxiv mus txog lub Tsib Hlis 2019, thiab yuav tsis tuaj yeem tswj kom txog thaum nruab nrab ntawm xyoo.

 

Xyoo no, tom qab thawj 10.5-lub Hoobkas ntawm BOE raug muab tso rau hauv ntau lawm, nws muab kaw hauv 65-nti thiab 75-nti loj-TV TV panels. Cov ntim khoom tau ntes tau, ua tus nqi ncaj rau xyoo no. Lub 65-inch TV vaj huam sib luag muaj nqe ntawm $ 400 xyoo tas los. Nws twb tau poob qis tshaj $ 250, ib qho qis tshaj 40%. Lub 75-nti vaj huam sib luag xyoo tas los yog tseem nyob siab tshaj $ 750, thiab nyuam qhuav poob rau $ 530-540, ib ntu ze li ntawm 30%. . Tus nqi loj heev ntawm cov nqi vaj huam sib luag yog poob zuj zus tuaj, thiab yuav tsum ceev kom qhov chaw muaj 65-inch thiab 75-inch TVs.

 

Lub 65-nti, 75-nti qauv yog kev lag luam raug txiav thaum lub 10.5-tiam cog. Nyob rau hauv lub peev xwm ntawm BOE, tag nrho cov 65-nti xa khoom xa khoom loj hlob nce xyoo no tau nce mus txog 27.1%.

 

Xyoo tas los no, Samsung, LGD, AUO, thiab Innolux's plaub vaj huam sib luag tsim tau rau 97.3% ntawm tag nrho kev ua lag luam ntawm 65-nti panels. Xyoo no, kev sib tw ntawm BOE yuav tsum tshaj 10%, tshaj Innolux tus 8.6%. Nyob rau hauv 2019, qhov sib koom ua lag luam yuav nce mus rau 14%, uas yuav luag sib npaug zos rau AUO. Nws yog tus thib peb loj tshaj plaws kev lag luam thiab rhuav tshem cov monopoly ntawm Taiwan-Taiwan vaj huam sib luag. BOE tus nqi 75 feem pua ntawm cov khw muag khoom muaj tsuas yog 3.4% rau xyoo no, thiab yuav nce mus rau 16.3% hauv xyoo 2019, uas yuav tshaj qhov vaj huam sib luag ob npaug.

 

Ntsib nrog lub siab ntawm lub peev xwm sib tw nyob rau hauv lub koom haum mainland vaj huam sib luag, WitsView kev tshawb fawb associate ntxuam Bozhen hais tias lub Hoobkas khoom vaj huam sib luag Korean txuas ntxiv mus rau cov peev nyiaj ntawm OLED. LGD tso tawm Guangzhou lub 10.5 cim nyuam qhuav LCD kab rau OLED vaj huam sib luag. Samsung kuj npaj los kho cov LCD vaj huam sib luag ntau lawm. Lub neej tom ntej ntawm lub vaj huam sib luag yuav ntxiv dag zog rau qhov teeb tsa ntawm tag nrho lub tshuab thiab qhov system.

 


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