Bernstein tau ntsib cov neeg Esxias electronics khoom muag thiab tau ntsib nrog 23 lub tuam txhab thiab cov kws txawj, hais tias kev lag luam muaj Suav Tuam Tshoj. Hoobkas av yog vwm mus yuav cov khoom siv hluav taws xob ua khoom lag luam, tab sis tshaj peev yog ua rau OLED panels ntaus pob hauv xyoo 2018.
Cov Motley Fool, Barron's qhia txog 16th, Bernstein Alberto Moel, Mark Newman, Stacy Rasgon thiab lwm tus neeg tau qhia tias cov vaj huam sib luag, lub koomhaum qhov av ua haujlwm muaj peev xwm tshaj tawm, cov khoom siv thiab cov khoom lag luam yog cov peev txheej ntawm OLED Cov neeg txais kev pab ntawm siv phom sij. Muaj ib qho teeb meem zoo li nyob rau hauv qhov chaw nruab nrab ntawm semiconductor. Hoobkas av yog nqis peev ntau hauv 3D NAND, thiab qhov kev thov rau cov khoom siv hluav taws xob yuav soaring. Nyob rau hauv cov nqe lus ntawm nco, DRAM mov yog tseem tight ceev ntawm tam sim no, thiab DRAM hais tseem zoo nyob rau hauv 2017.
Bernstein ceeb toom tias lub koomhaum ntawm lub tebchaws muaj kev nyuab siab los tsim kev tsim khoom kom ntau, thiab OLEDs tej zaum yuav muaj kev txhawj xeeb rau yav tom ntej. Raws li tsab ntawv tshaj tawm, Bernstein tau hais ob lub vas thiv dhau los hais tias lub 10 hli ntawm cov kua siv ua kua (LCD) thiab kev siv nyiaj txiag hauv OLED yuav ua rau muaj kev ntxhov siab, thiab muaj teeb meem loj tshwm sim nyob rau hauv xyoo ib nrab ntawm xyoo 2017 thiab xyoo 2018. Tus neeg tuaj xyuas Asxis kuj pom tau tias Tuam Tshoj- raws li cov vaj huam sib luag ua haujlwm tau tsim kom muaj lub peev xwm loj hlob (saib daim phiaj).
Txawm li cas los xij, cov panels tam sim no tseem kub. Daim ntawv tshaj qhia tau hais tias nyob rau hauv qhov thib ib nrab ntawm lub xyoo no, Samsung yuav tsum tau xa 80 lab pob ntawm ntse tshuab OLED panels rau Kua. Cov nyiaj tau los ntawm OLED zoo tshaj qhov xav tau, thiab cov nyiaj tau paj ntawm cov nyiaj tau nce tau los ntawm 20% mus rau 25%. Vim tias OLEDs tsuas yog nkag mus rau Samsung Electronics thiab Apple, txawm tias Tuam Tshoj lub ntse lub tshuab OEMs txaus siab them OLEDs rau ob npaug rau tus nqi ntawm cov npo LCD, lawv tseem tuaj yeem tsis tau txais cov khoom muag. Cov ntawv cog lus nrog AppleID yog ib daim ntawv cog lus ua-lossis-them. Tus nqi nruab nrab ntawm lub vaj huam sib luag ntawm OLED yog $ 75-80, nws muaj ntau dua li ntawm $ 30 rau ib lub vaj huam sib luag nyuaj OLED.
Japanese version ntawm lub phab ntsa Street xov xwm (WSJ) qhia txog qib 7 raws li cov neeg paub txog, Sharp cov tswv yim los nthuav nws cov tswv yim npaj tawm tswv yim txog OLED ntawm li 100 billion yen, thiab npaj yuav muaj ntau rooj zaum hauv Nyijpej xyoo tom ntej ( 2018). Lub Hoobkas cov khoom txhua hli ntawm OLED panels yuav raug txo kom txog li 30,000 units yam tsawg, thiab cov peev nyiaj yuav yog 74% siab dua tus nqi tshaj tawm rau lub Cuaj hlis xyoo tas los. Qhov kev txav yog tsuas yog mus ntes nrog Samsung thiab lob kua iPhone txiav txim.
