Lub chaw ua haujlwm mainland vaj huam sib luag yog nyob rau hauv tag nrho viav vias qhib tshiab. Raws li qhov tseeb daim ntawv ntsuam xyuas, qhov muaj peev xwm ntawm TV panels ntawm BOE, Huaxing Optoelectronics, Tshiab Zog ntawm Zaj sawv Pawg thiab CLP Panda qhib siab. Vim yog cov khoom loj, txawm tias qhov nruab nrab ntawm TV panels rau lwm xyoo. Zoom nyob rau hauv, qhov tshwm sim ntawm oversupply yog tseem siab.
Raws li qhov kwv yees tshiab ntawm Morgan Stanley, cov khoom loj ntawm TFT-LCD panels loj hauv thawj ib nrab ntawm xyoo tom ntej yuav yog 6% ntau tshaj qhov kev thov, thiab 4% ntau tshaj nyob rau hauv tag nrho lub xyoo, uas yog ib qho loj nce ntxiv ntawm 2% ntawm xyoo no. Ntawm qhov kev ua lag luam, Suav lag luam tau tshaj li 80 feem pua ntawm cov khoom siv hluav taws xob hauv cov hluav taws xob, qhov muag tag nrho hauv lub quarter thib peb nce li 5% nce nrog rau lub quarter dhau los, txhua xyoo nce mus txog 65%, nrog tus neeg siv khoom muaj zog, qhov nqi yuav poob qis.
Kev cia siab tias Mini LED yuav ua si lub hnub qub tshiab hauv kev lag luam, tab sis qhov kev ntsuam xyuas ntawm Morgan Stanley hais tias qhov kev loj hlob ntawm Mini LED tau tsis tau mus txog theem ntawm qhov hnyav ceev ntim, uas tsis txaus los cuam tshuam cov khoom muag ntawm tag nrho kev lag luam. Nyob rau hauv sib piv, optimistic txog kev siv ntawm OLED panels nyob rau hauv cov ntse tes, qhov nkag mus rau qhov yuav tsum nce ntawm 20% mus rau 29% ntawm 2020, vim tias OLED yog nyias, hloov tau thiab sib txawv.
Ntawm cov khoom OLED, AMOLED yog qhov zoo tshaj plaws. Raws li Morgan Stanley, AMOLED muab kev khiav hauj lwm zoo dua qub thiab kev ua duab zoo tshaj li qhov chaw seem ntawm LCD. Tseem ceeb tshaj, qhov tawm los ntawm AMOLEDs uas ua los ntawm BOE thiab lwm cov av zaws tau nce sai heev, tsav cov khoom xa tuaj mus ntxiv. Qhov no yog nyob rau hauv sib piv rau cov Samsung cov kev tsim tawm tshiab ntawm AMOLEDs. Nws tsis muaj cais tawm tias BOE thiab LGD yuav sib koom ua lag luam nyob rau yav tom ntej.
