Omdia cia siab tias yuav muaj kev cuam tshuam txuas ntxiv ntawm TV panels hauv 2022, tab sis kev thim rov qab hauv lub quarter thib ob. Nrog cov nqi vaj huam sib luag zoo li yuav qis dua hauv thawj peb lub hlis twg ntawm 2022, vaj huam sib luag xav tau yuav nce ntxiv los ntawm lub quarter thib ob ntawm 2022 vim kev muag khoom ntawm FIFA World Cup; Tsis tas li ntawd, thaum cov khoom siv tsis sib haum xeeb rov tshwm sim, vaj huam sib luag xav tau yuav rov qab los thiab ua rau tsis txaus.
Ntau yam yuav ua rau lub vaj huam sib luag oversupply teeb meem zuj zus mus rau xyoo 2022 kom txog rau thaum qhov kev thov elasticity tau mus txog dua. Cov yam ntxwv xws li lub peev xwm tshiab hauv Suav teb, txo qis tshaj tawm -COVID-19 vaj huam sib luag xav tau, tsis txaus ntawm cov khoom tsis yog- vaj huam sib luag thiab cov teeb meem logistics tuaj yeem ua rau tus lej poob qis hauv cov nqi vaj huam sib luag hauv thawj ib nrab xyoo 2022.
Xyoo 2022, Samsung Display npaj yuav tsim ntau dua 1 lab QD OLED TV panels, thaum Lg Display npaj yuav tsim ntau dua 10 lab WOLED TV panels.
COVID-19 tau ua rau muaj kev hloov pauv loj hauv kev lag luam vaj huam sib luag xyoo no. Nrog rau qhov kawg ntawm 2021 los txog, Omdia saib rov qab ntawm kev lag luam zaub hauv 2021 thiab kev kwv yees rau 2022.
Hauv qab no yog kev tshuaj xyuas ntawm ntau lub ncauj lus ntsig txog kev lag luam loj loj zaub vaj huam sib luag.
TV vaj huam sib luag muab thiab xav tau
2021: Acreage-raws li kev thov yuav tsum loj hlob los ntawm 6 feem pua, tab sis muaj peev xwm yuav loj hlob ntau dua 11 feem pua, raws li tus qauv. Qhov poob qis hauv kev thov, tshwj xeeb tshaj yog nyob rau peb lub hlis twg ntawm xyoo 2021, pom qhov ntau tshaj ntawm cov loj - loj cov duab vaj huam sib luag tau nce mus rau ntau dua 10 feem pua, ua rau muaj kev xa khoom ntau dhau rau peb lub hlis twg thiab plaub lub hlis twg ntawm 2021.
Outlook rau 2022: Omdia cia siab tias yuav muaj vaj huam sib luag txuas ntxiv rau xyoo 2022. Nrog rau cov nqi vaj huam sib luag zoo li yuav qis dua hauv thawj peb lub hlis twg ntawm 2022, TV vaj huam sib luag cov nqi yuav maj mam rov qab los ntawm lub quarter thib ob ntawm 2022 vim tias muaj vaj huam sib luag xav tau ntau ntxiv vim FIFA World Cup kev txhawb nqa. thiab kev muag khoom; Raws li kev tiv thaiv kev tsis sib haum xeeb tau yooj yim, vaj huam sib luag xav tau yuav rov zoo. Vaj huam sib luag tus nqi tswv yim thiab kev thov resilience yuav yog ib qho tseem ceeb nyob rau hauv thawj peb lub hlis twg ntawm 2022 -- cov neeg tsim vaj huam sib luag yuav tsum txiav txim siab seb tus nqi txiav tawm los txhawb kev thov dua. Nyob rau tib lub sijhawm, txij li qhov kev thov TV yuav hloov pauv ntau heev nyob rau lub sijhawm tom qab kis thoob qhov txhia chaw, tus nqi ntawm TV panels yuav zoo li ob zaug hauv ib xyoos raws li kev hloov pauv thiab kev xav tau.
Kev tsim muaj peev xwm hloov pauv thiab hloov kho cov qauv
2021: Ntau tus neeg muab khoom vaj huam sib luag tau hloov lawv lub peev xwm TV mus rau IT muaj peev xwm, tshwj xeeb tshaj yog nyob rau hauv yim - tiam kab thiab cov nroj tsuag me, vim tias qhov kev thov muaj zog rau IT panels. Lub tuam txhab kuj tau pib hloov qee qhov suzhou cog IT tau los ntawm Samsung Display rau IT peev.
Outlook rau 2022: Ntau tus neeg muag khoom vaj huam sib luag npaj yuav hloov LTPS TFT LCD muaj peev xwm ntxiv hauv lawv cov 5.5-gen thiab 6-gen cov nroj tsuag rau on-board zaub vaj huam sib luag thiab cov khoom vaj huam sib luag laptop. Suav vaj huam sib luag cov neeg tsim khoom tau hloov pauv lub peev xwm ntawm Si TFT LCD rau cov ntawv teev lus ntawm kab 8.5 thiab kab 8.6 cov nroj tsuag. Cov khoom siv ntawm phau ntawv sau yuav nce ntxiv rau ob peb xyoos tom ntej no raws li LTPS TFT LCD muaj peev xwm nce ntawm 5.5-gen thiab 6-gen factories.
Vaj huam sib luag nqi
2021: Cov nqi vaj huam sib luag tau nce siab nyob rau thawj ib nrab ntawm 2021 raws li cov tuam txhab tsim vaj huam sib luag tau thim lawv cov vaj huam sib luag raws li cov khoom tsis txaus; Yog li ntawd, kev thov rau panels poob qis thaum lub sijhawm. Txawm li cas los xij, txo cov vaj huam sib luag xav tau thiab cov nqi muag khoom siab vim qhov kev yooj yim ntawm cov cai kaw cia tau pib cuam tshuam cov nqi vaj huam sib luag; TV vaj huam sib luag nqi poob qis hauv q3 2021 thiab xav tias yuav poob ntxiv hauv Q4 2021.
2022 kev pom zoo: Ntau yam yuav ua rau lub vaj huam sib luag oversupply teeb meem loj zuj zus mus rau xyoo 2022 kom txog rau thaum qhov kev thov elasticity tau mus txog dua. Lub peev xwm tshiab hauv Suav teb, txo qis tshaj tawm -COVID-19 qhov kev thov rau cov vaj huam sib luag, tsis txaus ntawm cov khoom tsis muaj- vaj huam sib luag thiab cov teeb meem logistics tuaj yeem ua rau muaj kev poob qis hauv cov nqi vaj huam sib luag hauv thawj peb lub hlis twg ntawm 2022. Nrog rau cov nqi vaj huam sib luag yuav qis qis hauv thawj peb lub hlis twg ntawm 2022, vaj huam sib luag xav tau yuav nce los ntawm lub quarter thib ob ntawm 2022 thiab cov nqi vaj huam sib luag yuav maj mam rov qab; Lub caij no, cov kev txwv tsis pub muaj thiab tsis txaus yuav txuas ntxiv cuam tshuam rau cov nqi vaj huam sib luag hauv xyoo 2022. Txij li cov kev xav tau TV yuav hloov pauv loj heev hauv lub sijhawm tom qab kis thoob qhov txhia chaw, tus nqi ntawm TV panels yuav zoo li ob zaug hauv ib xyoos raws li cov khoom siv thiab kev xav tau hloov.
Tshiab OLED TV vaj huam sib luag loj
2021: Lg Display pib tsim 83-inch thiab 48-nti OLED TV panels siv MMG (Multi-Model Glass) txheej txheem ntawm nws cov nroj tsuag Guangzhou. Cov iav ua tau zoo dua li 77-nti thiab 48-nti OLED TV panels, thiab Lg Display xav ua 80-nti OLED TV panels thiab tawg mus rau hauv lub lag luam loj dua los sib tw nrog LCD TV panels. Boe yuav pib tsim 100-nti LCD TV panels nyob rau hauv peb lub hlis twg ntawm 2021, thiab loj tsim 110-nti LCD TV panels.
Outlook rau 2022: Lg Display npaj yuav tsim 10 ib zaug - txiav tshiab 42-inch OLED TV panels ntawm nws Paju cog. Lg Display kuj tseem yuav tsim ib qho khoom txiav rau 31-nti, 45-nti thiab 97-nti OLED TV panels hauv 2022. Huike tseem yuav tsim 100-nti LCD TV vaj huam sib luag.
4K / 8K daws teeb meem rau TV vaj huam sib luag
2021: Suav vaj huam sib luag tsim xws li Huaxing Optronics, BOE thiab Huike tau tsim ntau 8K TV vaj huam sib luag raws li cov xwm txheej kis las thiab Samsung Display tawm ntawm LCD TV lag luam. Txawm li cas los xij, cov nqi vaj huam sib luag TV siab txo qhov kev thov rau 8K TV panels rau kwv yees li 671,000 units.
Outlook rau 2022: Samsung Electronics npaj los txhawb ntau 8K LCD TVS nrog 8K panels muab los ntawm Suav vaj huam sib luag manufacturers. Tam sim no, cov neeg tsim vaj huam sib luag nrog 10.5 tiam kab factories tau nquag tsim 8K TV panels, thiab Omdia cia siab tias qee tus neeg tsim vaj huam sib luag Suav yuav tsim 8K 60Hz panels raws li kev xaiv pheej yig dua hauv 2022.
Suav vaj huam sib luag ua tus thawj LCD
2021: Huaxing Optronics starts mass production at its second 10.5 generation line plant (T7) in the first quarter of 2021. Huike started mass production of its other 8.6 generation plant (H5) in the second quarter of 2021. Samsung Display is already planning to mass-produce its QD OLED plant by the end of 2021. All of China's panel plants have a capacity of about 230 million square miles, or 61 percent of global capacity.
Outlook rau 2022: Lub sijhawm rau Suav cov chaw tsim khoom los nthuav lawv lub peev xwm; Piv txwv li, Whitaker nthuav nws lub peev xwm rau H2, H4 thiab H5 nroj tsuag. Boe tuaj yeem nthuav dav ntxiv ntawm nws cov nroj tsuag B17 tom qab ua tiav 180, 000 nplooj / hli, nrog rau qhov muaj peev xwm ntxiv ntawm 120, 000 nplooj / hli. Tag nrho cov vaj huam sib luag cog hauv Suav teb yuav tsum suav txog li 65 feem pua ntawm lub peev xwm thoob ntiaj teb.
OLED TV thiab QD OLED TV
2021: Lg Display tau nce lub peev xwm ntawm nws cov cog Guangzhou nrog lub hom phiaj ntawm kev ua lag luam muaj peev xwm. Omdia kwv yees xav tau 8 lab OLED TV panels. Samsung Display tau npaj pib tsim khoom ntawm nws thawj QD OLED cog thiab xa QD OLED TV panels hauv lub quarter thib plaub ntawm 2021.
Outlook rau 2022: Samsung Display npaj yuav tsim ntau dua 1 lab QD OLED TV panels, thaum Lg Display muaj lub hom phiaj xav tsim ntau dua 10 lab WOLED TV panels. Samsung Electronics, qhov zoo tshaj plaws - muag TV hom, yuav yuav QD OLED thiab WOLED panels.
Cov nyiaj tau los ntawm cov neeg tsim vaj huam sib luag
2021: Cov khoom muag ntawm cov chaw muag khoom vaj huam sib luag tau qis dua qhov qub thaum kawg ntawm 2020 thiab thawj ib nrab xyoo 2021. Raws li kev yuav khoom vaj huam sib luag tau poob qis, cov neeg muab khoom vaj huam sib luag txo cov khoom siv iav thiab tswj lawv cov khoom muag hauv ib nrab xyoo 2021 los tiv thaiv cov nqi vaj huam sib luag los ntawm dawb{{ 4}} poob.
2022 kev pom zoo: Omdia cia siab tias cov vaj huam sib luag xav tau kom ncav cuag saturation nyob rau hauv thawj ib nrab ntawm 2022. Vaj huam sib luag cog siv nyob rau hauv thawj peb lub hlis twg yog zoo li yuav qis dua nyob rau hauv lub quarter thib plaub ntawm 2021, thaum cov nqi vaj huam sib luag qis yuav cuam tshuam cov paj. Txawm li cas los xij, nws cia siab tias yuav tuaj yeem maj mam los ntawm lub quarter thib ob mus ntxiv.
