Mar 23, 2018 Tso lus

DSCC Lowers 2018 OLED Revenue Revenue Forecast

Lub DSCC lub lim tiam dhau los tshaj tawm qhov tseeb ntawm peb lub hlis ntawm xyoo 2018 Peb Lub Hlis Ntuj Peb Lub Hlis thiab Fab Tsuas Siv Qhia Fab. Raws li qee qhov kev hloov tsis zoo rau kev ua lag luam, xws li kev muag khoom tsis txaus siab ntawm tus X X, qhov txo ntawm Samsung lub peev xwm siv npaum li cas thiab qeeb ntawm qee qhov kev tsim ntawm ntau lawm, peb tau txo qhov kev twv rau cov lag luam hauv OLED hauv xyoo 2018 thiab cia siab tias nws yuav loj hlob los ntawm tsuas yog 30%. $ 30.3 nphom loj.
Raws li pom hauv daim duab 1. Ntawm xyoo 2017 txog 2022, peb qhov kwv yees xyoo qhov kev loj hlob ntawm qhov kev lag luam yuav raug txo ntawm 27% mus rau 23%, thiab lub khw yuav nce mus txog 64.3 billion USD hauv 2022. Muab piv nrog yav dhau los zoo tshaj ntawm 79.6 billion USD, kev ua lag luam yog tseem yoo. Kev loj hlob, feem ntau cov neeg tau txais kev pab tseem tseem nyiam OLED, muaj peev xwm ntawm OLED kuj loj hlob sai heev. Nrog rau txhua tus neeg qhov kev xav tau, qhov kev loj hlob tsis yoojyim sai li sai tau.
Daim duab 1: Tseeb OLED Nyiaj Tshaj Tawm thiab Kev Loj Hlob

Tau qhov twg los: DSCC lub Peb Lub Hlis Log Tsheb OLED thiab Fab Siv Cov Ntaub Ntawv Siv
Smartphones tseem dominate cov lag luam OLED. Txawm hais tias cov nyiaj tau los yuav tsum tsis poob ntawm 87% ntawm xyoo 2018 mus rau 79% hauv 2022, txhua xyoo ntawm kev ua lag luam khoom muag yog kwv yees li ntawm 91%. Los ntawm cov seem thaj tsam ntawm cov cheebtsam pom, lub lag luam ntawm Smartphone poob ntawm 64% hauv xyoo 2017 rau ib qho lag luam ntawm 42% hauv 2022 raws li lub TV loj nce ntxiv ntawm 33% ntawm 2017. Hauv 50% ntawm 2022, ntsiav tshuaj PCs yuav yog tus thib peb cov lag luam loj tshaj plaws nyob rau hauv cheeb tsam thaj tsam, accounting rau 3.5% hauv 2022, raws li qhia hauv daim duab 2.
Peb lub xov tooj ntse kawg hauv OLED huab cua pom tias 518 lab lub lag luam hauv xyoo 2018, piv rau yav dhau los ntawm 622 plhom, tus qis ntawm 13%, tab sis txhua xyoo kev loj hlob tseem yog 34%. Tshwj xeeb, lub vaj huam sib luag ywj pheej tau txo nws cov kev twv ua ntej 22%, thiab cov khoom xa hauv xyoo 2018 yuav nce mus txog 238 plhom, tiam sis tseem muaj txhua xyoo txog 70%. Kev sojntsuam txog cov npav ntawm OLED kuj tau raug txo los ntawm 4%, tabsis tseem muaj qis dua li ntawm 12% ntawm xyoo 2018. Tus nqi nruab nrab ntawm tus nqi hluav taws xob hauv OLED tseem yuav pom cov qauv qis dua vim tias kev siv qis thiab txo qhov yooj ywm txhua zaus. Peb tam sim no pom tus nqi nruab nrab ntawm cov vaj huam sib luag hauv OLED hauv xyoo 2018 raws li 49 USD (qhov nruab nrab qhov nruab nrab ntawm qhov yooj yim). Peb qhov kev nyab xeeb yog 56 USD. Qhov yooj yim npo twb hloov los ntawm tus nqi nruab nrab ntawm 83 US $ los hloov qhov kev kwv yees yav dhau los ntawm 90 Asmeskas las. Txog 7%.
Daim duab 2: OLED cheeb tsam sib koom los ntawm Daim Ntawv Thov

Tau qhov twg los: DSCC lub Peb Lub Hlis Log Tsheb OLED thiab Fab Siv Cov Ntaub Ntawv Siv
OLED handset vaj huam sib luag khoom yog qhov kev cog lus tias yuav loj hlob ntawm ib qho kev loj hlob ntawm txhua xyoo ntawm 23% mus rau 1.12 billions, uas yuav tshaj cov kev siv ntawm cov npo LCD hauv 2021, raws li qhia hauv daim duab 3. Peb ntseeg hais tias tsuas yog ib qho nyiaj tsawg ntawm OLED xov tooj panels yuav tau ua nyob rau hauv 2018 thiab yuav cog rau 108 lab ntsiav tshuaj nyob rau hauv 2022, accounting rau txog 10% ntawm cov lag luam xov tooj ntawm OLED thiab 5% ntawm tag nrho cov qauv technology mobile lag luam. LCD xov tooj txawb xov tooj yuav tsum tau txo los ntawm 1.2 billion lub tsev nyob rau hauv 2017 txog 843 lab chav nyob rau hauv 2022, nrog ib tug sib haum txo nyob rau hauv qhuav peev ntawm LCD panels.
Daim duab 3: OLED thiab LCD Smartphone vaj huam sib luag Pawg Qhia

Tau qhov twg los: DSCC lub Peb Lub Peb Hlis Twg Txheem Nqa Cov Khoom Siv thiab Cov Siv Tseg Siv Fab

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