Tsis ntev los no, tus nqi ntawm cov ntxaij lim dej LCD tau nce siab. Ntawm lawv, qhov loj me me ntawm 32-inch thiab 6-inch hnav tau nce ntau tshaj. Lub hauv paus nqi ntawm lub vaj huam sib luag rau lub Xya Hli tau los ua ib qho kev txiav txim siab. Tsis tas li ntawd, tsis zoo li LCD teeb pom kev zoo, uas ua haujlwm ntawm ib lub teeb nrig, OLED yog ib hom uas muaj hom teeb ci ntsa iab, uas muaj kev pom zoo, thiab nws tsis tu ncua tus nqi nkag mus hauv thaj tsam ntawm cov khoom siv ntse thiab cov xov tooj cua. Tus nqi hluav taws xob nqi nce superposition hloov qhov kev hloov, OLED kev lag luam yuav tsum tau usher nyob rau hauv ib qho kev tshwm sim, uas deserves investors lub xim.
Vaj huam sib luag tus nqi nce qeeb heev
Txij li thaum lub Peb Hlis, cov nqi vaj huam sib luag tau txuas ntxiv mus, nrog 32-inch thiab 6-inch me me nqi nce ntau tshaj. Dab tsi yog ntau tshaj yog tias 1,77-nti mobile xov tooj ntawm lub tshuab muaj nuj nqi tau nce ntau tshaj 200%, thiab tam sim no qhov teeb meem no Nyob rau hauv lub Xya hli ntuj, qhov nce ntawm cov npo LCD tau dhau los ua qhov xaus.
Cov ntaub ntawv qhia tau hais tias yog tias koj ua tib zoo soj ntsuam cov laj thawj ntawm qhov nce ntawm qhov vaj huam sib luag no, koj tuaj yeem pom tias qhov teeb meem luv luv luv nqi yuav muaj ntxiv rau qee lub sijhawm. Los ntawm kev nce nqi ntawm lub xyoo, cov peev txheej txo qhov txo tau vim qhov kev ua kom tiav ntawm TFT LCD tshuab thiab overcapacity yog qhov kev hloov ntawm qhov kev hloov ntawm qhov nqi no. Nyob rau hauv no puag ncig ntawm tus nqi nce, mainland cov tuam txhab yuav tsum tshaj plaws. Los ntawm txoj kev ua lag luam, txhawm rau sib txuas tau cov khoom txaus, Huawei twb tau txais cov xov tooj txawb xov tooj txawb ntawm ntau lub tuam txhab. Lub khw tsim los ntawm cov khoom tau hloov tshiab ib zaug ib lub lim tiam, thiab tus nqi yuav raug them rau lub sij hawm them nyiaj kom tsis txhob muaj cov nqi ntawm qhov nce nqi. . Yog li, rau cov vaj huam sib luag manufacturers, nws yuav tsum paub tias qhov ua tau zoo nyob rau hauv ob xyoo ib nrab ntawm lub xyoo yuav tsum tau siab tshaj qhov kev cia siab.
Raws li cov ntaub ntawv ntawm thawj lub quarter rau 2016, tus nqi ntawm OLED yog ze ze ntawm cov LCD, thiab nrog cov kev txhim kho ntxiv, OLED yuav muaj qhov kom zoo dua tus nqi, thiab yav dhau los txwv tsis txaj muag. Tib lub sij hawm, Apple yuav tsum tau txais cov vijtsam OLED hauv cov iPhone hauv xyoo 2017. Raws li kev ntsuas rau cov ntse tes, txhua lub tswvyim yuav muaj kev tawm tsam nrawm ntawm txoj kev lag luam, thiab cov ntaub ntawv hu ua Huawei thiab Xiaomi yuav tseem siv tau. Ntau cov khw muag khoom hauv tsev raws li kev nplua. Thiab ntawm sab txaus, tsis tsuas Samsung thiab LG yog nquag expanding ntau lawm los npaj rau cov kua txiav txim, tab sis cov tuam txhab domestic kuj tseem niaj hnub nthuav lawv cov khoom kom muaj peev xwm ntes nrog South Kauslim. Qhov kev nce nqi vaj huam sib luag yog qhov zoo rau kev lag luam hauv OLED.
Chaw ua lag luam dav dav
Tsis zoo li lub teeb pom kev zoo hauv LCD, uas vam khom rau ntawm ib lub teeb nrig, OLED yog ib hom uas muaj hom teeb ci ntsa iab, uas yog, nws tau siv los ntawm cov khoom siv hluav taws xob los tawm lub teeb. Qhov sib txawv ntawm cov teeb pom kev zoo ua rau cov qauv sib txawv, thiab tseem ua tiav cov txiaj ntsim ntawm cov lus teb ceev ceev, kev ua yeeb yam zoo dua, thinner thiab sib zog, txo hwj chim noj, hloov khoom yooj yim, thiab lwm yam, thiab nyob hauv thaj tsam ntawm cov khoom siv looj tse, VR cov cuab yeej, nkhaus cov xov tooj ntawm tes, thiab lwm yam. Qhov kev xaiv thib ib yuav ua rau kev nkag mus ntxiv nyob rau hauv qhov dav hlau thiab lub TV hauv yav tom ntej.
Muaj Securities taw tes qhia tawm tias OLED panels yog tsuas yog siv nyob rau hauv lub xov tooj txawb, occupying ntau tshaj li 90% ntawm cov lag luam OLED. Txij xyoo 2010, OLED tshuab tau tsim nyob rau hauv lub xov tooj txawb, tab sis nws tau poob qis hauv xyoo 2014, vim tias feem ntau ntawm cov lag luam ntawm Samsung txawb ntawm 32.5% mus rau 28%, thiab Samsung yog lub ntsiab hauv xov tooj ntawm OLED xov tooj hauv lub ntiaj teb. Lub hauv paus ntawm kev thov, qhov poob hauv nws qhov kev sib koom ua lag luam ncaj qha coj mus poob rau ntiaj teb kev lag luam hauv OLED pawg. Txawm li cas los, nrog rau maturity ntawm OLED technology thiab qib ntawm Samsung hauv 2015, cov lag luam xov tooj ntawm tes OLED ib zaug dua, thiab cov khoom vaj khoom tsev nce ntxiv 53% piv rau 2014, mus txog 275 lab.
Qhov kev loj hlob sai ntawm OLED yuav tsav qhov nthuav loj ntawm tag nrho OLED kev lag luam, nrog rau cov cuab yeej tsim khoom, cov ntaub ntawv, sib dhos thiab lwm cov chaw txuas rau hauv tsev yuav yug me nyuam mus rau ntau yam. Feem ntau cov ntaub ntawv OLED tsis sib npaug li LCDs, yog li ntawd cov sijhawm ua lag luam rau cov khoom siv hauv OLED yog ntau dua. Cov khoom ntws ntawm OLED yog cov cathode, anode, kev sib txuas txheej txheej thiab luminescent txheej khoom. Vim muaj kev tawm tswv yim hauv cov ntsiab lus ntawm OLED, cov khoom lag luam me thiab cov qib siab, cov profitability ntawm OLED ntws cov khoom yuav cia siab nyob rau theem siab yav tom ntej. Ntawm lawv, cov khoom siv ntawm cov kis kab mob thiab cov khoom ntawm luminescent txheej yog txawv ntawm cov LCD, uas yog tshiab thiab muaj ntau lub sijhawm yav tom ntej.
Cov lag luam nyob hauv Nruab Nrab tsuas yog muab nruab nrab thiab monomer crudes rau OLED cov ntaub ntawv organic rau cov khoom siv thoob ntiaj teb OLED. Nrog rau qhov kev thov ntawm OLED lub voj voog, qhov ntim muag khoom ntawm intermediates thiab monomer crude khoom yuav tsum nce ntxiv. Qhov tseem ceeb hauv kev lag luam hauv OLED kev lag luam yog cov khoom zoo thiab R & D teb ceev. Vim yog qhov kev lag luam siab siab, qhov kev lag luam muaj qhov zoo tshaj plaws hauv kev lag luam thiab nyiaj siab. Cov kev lag luam tam sim no yuav tsum muaj kev loj hlob ntxiv thiab ua raws li kev nce qib ntawm kev lag luam tag nrho.
