Nws tau tshaj tawm hais tias nyob rau hauv peb lub hlis twg ntawm xyoo 2018, muaj ntau loj thin zaj duab xis transistor kua siv lead ua kua (TFT LCD) vaj huam sib luag tsim lag luam yuav tsum txo cov khoom me me ntawm qhov loj me xws li 32-inch, 40-inch thiab 43-inch panels, yog li no ua rau kev ruaj ntseg ntawm vaj huam sib luag nqi. Txawm li cas los xij, IHS Markit hais tias nyob rau lub sijhawm ntev, qhov teeb meem ntawm kev tiv thaiv tseem muaj nyob, uas yuav kawg ua rau lub koom haum ntawm TFT LCD fab tshiab.
Raws li cov ntaub ntawv hais txog, cov tshiab cog tam sim no hauv kev npaj yuav nce lub peev xwm ntawm cov khoom loj ntawm cov npo los ntawm 31% lossis 77.7 lab square metres ntawm xyoo 2018 txog 2021. Txawm li cas los xij, raws li kev thov kev qhia tam sim no, yuav muaj txog 49 lab square meters ntawm cov zis nyob rau hauv 2021, deb tshaj kev ua lag luam coob. Qhov ntau tshaj qhov khoom thiab qhov teeb meem no yuav tsum tau nce mus ntxiv ntawm 12% ntawm xyoo 2018 txog 23% ntawm 2021, tseem nyob deb tshaj qhov feem uas muaj peev xwm tswj tau lag luam.
IHS Markit hais tias coob tus LCD TV vaj huam sib luag muaj peev xwm yuav ua tau los ntawm xyoo 2019 thiab 2021, mas yog los ntawm Tuam Tshoj tus Gen10.5 / 11 lub Hoobkas.
David Hsieh, tus thawj coj loj ntawm IHS Markit Display, tau hais tias: "Ib txhia vaj tse yuav raug yuam kom txo kev siv, thiab qee qhov kev tsim tawm yuav tsis raug tsa. TFT LCD Txoj kev lag luam yog rov mus rau qhov npaj siab thiab xav tau qib thiab yuav tau kaw ntau Gen 5, Gen 6, los yog Gen 8 nroj tsuag. "
Piv txwv li, kaw ib nrab ntawm tag nrho cov Gen 5 thiab Gen 6 amorphous silicon (a-Si) peev nyob hauv Taiwan yuav txo cov khoom tsim los ntawm li 18 lab square meters. Tej zaum nws kuj tseem ceeb los tua cov iav loj dua substrate throughput, xws li Gen 8, los kho qhov lag luam tshuav nyiaj li cas.
Cov Hoobkas Lag Luam hloov tshiab yuav tsum muaj kev kaw qhov rooj, kev sib koom tes hauv tsev, lossis kev hloov technology, xws li cov khoom siv roj teeb uas siv lub cev ua pa (AMOLED) panels, ePaper backplanes, thiab sensors.
Qhov kev hloov tshiab tuaj yeem raug ntaus nqi rau ntau yam, xws li tsis sib tw, khoom siv qub, vaj huam sib luag rau cov neeg ua lag luam, kev siv nyiaj ntau dua, thiab kev lag luam.
Hsieh hais tias: "Oversupply tsis kawg. Tau ntev, txoj kev lag luam tau ua kom muaj zog kho cov khoom lag luam thiab kev tshuav nyiaj. Cov txheej txheem no tej zaum yuav coj cov kev cov nyom los muab cov tuam txhab lag luam muag. Txawm li cas los, qhov qoob cog qoob rau cov nroj tsuag tshiab, kev rov ua dua ntawm tsoos fabs Thiab kev loj hlob ntawm kev xav tau ntawm poob vaj huam sib luag tus nqi yuav pab cuam kev lag luam hauv LCD nws thiaj li rov los rau kev sib npaug. "
