Tom qab smartphone innovation ncav lub qab nthab, AMOLED panels yog qhov tseem ceeb innovation rau cov tuam txhab txawb xov tooj. Txawm li cas los xij, South Kauslim lub Samsung tseem muaj ib txoj hauj lwm monopolistic ua lag luam hauv daim teb no. Nrog cov kev taw qhia ntawm AMOLED panels nyob rau hauv Kua iPhone8, lub khoom ntawm lub lag luam yog ntxiv strained. Lub teb chaws tus xov tooj txawb tau xaiv los pab txhawb cov vaj tse hauv cov koom haum AMOLED los ua kom muaj peev xwm ntau lawm, thiab nws yuav tsum kauv no monopoly.
Teb chaws vaj huam sib luag lag luam tawg South Korea tus monopoly ntawm OLED panels
Huami OV txhawb nqa kev tsim kho ntawm kev lag luam hauv vaj tse AMOLED
OPPO thiab vivo yog cov tub ntxhais coob tshaj li ntawm AMOLED screen xov tooj txawb nyob rau hauv kev ua lag luam hauv xyoo 2016. Ob lub tuam txhab txawb xov tooj tau xyuas kom meej tias Samsung muab cov AMOLED panels los ntawm kev muab Samsung tus qhab nia loj loj, tab sis txawm qhov no tseem tsis tau raws li ob lub xov tooj xov tooj tuam txhab lag luam AMOLED Cov kev thov rau kev sib tw yuav tsum tau nkag los nrog R9k thiab X9i nrog cov npo LCD hauv lawv qhov R9 thiab X9 hotspots.
Raws li lub loj tshaj plaws domestically tsim thiab lub ntiaj teb thib peb lub xov tooj txawb hom, Huawei lub xov tooj txawb siab mate9 thiab P10 ua ke qhia mate9 Pro thiab P10 ntxiv nrog cov AMOLED panels, thaum mate9 thiab P10 tseem siv LCD panels kom tsis muaj qhov tsis txaus ntawm cov AMOLED panels . Lub khw muag khoom.
Xyoo tas los, Huawei, OPPO thiab vivo tau koom tes ua ke nyob rau hauv Shenzhen OLED vaj tse khoom lag luam Rouyu Technology, vam tias yuav txhawb nqa OLED lub chaw tsim khoom lag luam kom ceev cov peev txheej ntawm OLED panels kom tau txais nws cov khoom vaj khoom tsev OLED.
Xiaomi mus rau Samsung los sib tham txog cov khoom ntawm AMOLED panels. Txawm li cas los xij, los ntawm cov txiaj ntsig tom qab, ob tog yuav tsum tsis txhob ncav tes pom zoo. Xiaomi yuav koom tes nrog cov tuam txhab hauv OLED cov khw muag khoom hluav taws xob thiab Huiguang muab cov khoom lag luam OLED, tab sis vim muaj peev xwm tuav thiab Photoelectricity tsis tuaj yeem ua raws li cov xav tau ntawm cov tub rog, thiab nws tau hais tias Huawei tom qab txais OLED panels los ntawm Hehui Optoelectronics.
Ntxiv rau cov tuam txhab saum toj kawg nkaus-tuam txhab, Huaxing Optoelectronics thiab Tianma Microelectronics kuj pib tsim lawv OLED panels. Tsis ntev los no, BOE tseem tshaj tawm tias nws thib rau lub cim xeeb AMOLED ntau lawm kab yuav raug muab tso rau hauv ntau lawm. Cov koom haum vaj tse hauv vaj tse no tseem yuav muab tso rau hauv ntau lawm ntawm OLED panels rau qee qhov twg. Lub vaj huam sib luag ntawm OLED yog nyob rau hauv ib qho teeb meem nruj, thiab lub loj-loj yuav khoom ntawm domestic mobile xov tooj hom yuav tseem pab lawv muaj peev xwm nthuav.
Teb chaws vaj huam sib luag lag luam tawg South Korea tus monopoly ntawm OLED panels
Ua ntej BOE thiab Huaxing Optoelectronics muab tso rau hauv ntau lawm lub khwb ntawm LCD, ntawm South Kauslim cov Samsung thiab LG kuj monopolized LCD qhov kev lag luam hauv khw. Txawm li cas los, nrog Tuam Tshoj tus loj-teev ntawm LCD panels, Tuam Tshoj yog ua lub ntiaj teb thib ob loj tshaj plaws tsim kom muaj vaj huam sib luag. IDC tso tawm cov ntaub ntawv tsaib no. Nyob rau hauv lub quarter, BOE tau dhau los ua lub ntiaj teb chaw lag luam loj loj ntawm cov npo loj loj. BOE yog ib qho tseem ceeb ntawm cov khoom lag luam rau Samsung, lub ntiaj teb coob tshaj plaws hauv TV.
Kev vam meej nyob rau hauv lub lag luam LCD kev lag luam tau txhawb cov tuam txhab vaj tse hauv chaw lag luam kom lawv cov peev hauv OLED panels, vam tias yuav ua tiav txoj kev vam meej nyob rau hauv qhov chaw ntawm cov khoom siv cuab yeej technology uas yog qhov tseem ceeb tshaj plaws. Piv nrog LCD vaj huam sib luag, OLED qhov kev lag luam hauv khw yog tam sim no uas qhia ib puas paj, ntau lub tuam txhab tau siv ntau txoj kev tshawb nrhiav thiab kev loj hlob ntawm OLED vaj tse technology thiab kev tsim kho ntawm cov hluav taws xob ntawm cov hluav taws xob OLED.
Lub xov tooj txawb lub xov tooj txawb tau ntsib kev mob los ntawm qhov tsis txaus ntawm cov khoom hauv cov saw hlau. Txij li thaum tsis muaj kev cia siab thiab vaj huam sib luag khoom txij li xyoo tas los, tus nqi tau nce siab, qhov nyiaj paj ntawm cov txawb hauv lub xov tooj txawb tau raug muab ceev tseg, thiab cov khoom ntawm cov khoom yog luv luv thaum cov khoom kub. Cov pace ntawm cia lawv txeeb ua lag luam sib koom tau yuam kom qeeb, uas yuam cov xov tooj txawb hauv lub lag luam kom tau pib ua lag luam nyob hauv kev lag luam, nrog Huawei yog tus tshaj plaws.
Huawei tau muaj kev vam meej hauv kev lag luam hauv xov tooj ntawm tes. Huawei HiSilicon tau dhau los ua lub tuam txhab thib rau ntiag tug hauv ntiaj teb. Nws yog tsim SSD kev tswj chips thiab koom tes nrog SMIC los tsim kev tsim hluav taws xob tsim kev lag luam (qhov tsis muaj TSMC qhov 16nm FinFET thiab 10nm muaj peev txheej) Raws li qhov tseem ceeb ntawm kev saib xyuas cov kua los ua kom zoo heev), ntxiv nrog rau cov npe saum toj no peev nrog OV hauv kev lag luam vaj huam sib luag, nws kuj tau raug xaiv los koom tes nrog Foxconn los sib piv cov nqi ntawm kev tsim kho vaj huam sib luag ntau, yog li ntawd nws tsis cais tawm tias nws yuav ntxiv nce lub vaj huam sib luag ntawm OLED yav tom ntej. Kev lag luam peev.
Nrog rau lub zog ntawm cov xov tooj txawb hauv xov tooj, lawv cov kev pab txhawb rau cov vaj tse vaj tse hauv domestic yuav pab cov vaj tse vaj tse hauv chaw ua haujlwm tawg paj tshab ntawm South Kauslim nyob hauv OLED luag haujlwm. Cov txheej txheem no yuav ua sai npaum li cov npav LCD. Nws yuav tsum tau hais tias cov vaj huam sib luag hauv OLED yuav yog qhov loj. Lub sij hawm ntau lawm yog nyob rau hauv 2019, thaum cov tuam txhab kev muag khoom yuav tsis xav saib ntawm lub ntsej muag ntawm Pawg Kauslim Teb cov tuam txhab.
