Nrog txoj kev npaj tas mus li, kev tsim kho thiab kev tsim tsa kev lag luam hauv high-end lub rooj sablaj hauv Suav teb, kev sib cav sib ceg dhau kev dhau kev ua haujlwm ntawm cov qauv siab tshaj plaws hauv LCD tsis tau muaj kev cuam tshuam. Txij thaum pib ntawm lub xyoo no, vim hais tias cov nom loj zus ntawm cov qauv siab tshiab thiab qhov poob ntawm cov nqi ntawm cov loj loj LCD panels, kev ua haujlwm ntawm cov vaj huam sib luag hauv LCD tau ntsib ib xyoo poob rau xyoo thawj lub quarter, thiab cov zov me me ntawm cov loj-loj LCD panels tau ntxiv ntau zog.
Txawm li cas los xij, thaum xyoo 2018 Tus Hla Ntoo Thoob Plaws Lub Neej (Nanjing) Tshiab Rooj Sib Tham Cov Rooj Sib Tham Cov Rooj Sib Tham Tshiab, cov kws paub txog kev lag luam thiab cov chaw lag luam hauv LCD cov tuam txhab pom tseeb tseeb lawv cov kev ntseeg hais tias "LCD loj loj tsis tawm".
Ntawm qhov one hand, muaj qhov kev pheej hmoo ntawm cov ntaub ntawv tseeb thiab kev poob. Ntawm qhov one hand, qhov kev taw qhia thiab unlimited possibilities yog pom. Cov kev sib cav dhau los seb puas muaj peev txheej ntawm cov vaj tse hauv LCD yog tshaj qhov kev nplua nuj dua ib zaug dua tias qhov kev lag luam nyob hauv kev teebmeem thiab "dej li cas" daws tau "nyob ze nqhis dej". "Peb kuj yuav tsum tau saib cov peev xwm ntawm lawv cov haujlwm khiav haujlwm.
Overcapacity yog lub caij?
Cov kws tshawb fawb tseem ceeb yog cov pessimistic txog kev ua lag luam. Overcapacity nkawd yuav yog ib qho kev txiav txim tiav. IHS huab cua qhia cov ntaub ntawv qhia tau hais tias nrog cov khoom tsim tawm tshiab xws li lub 10.5-tiam LCD vaj huam sib luag muaj kab thiab cov 6th-generation AMOLED cov kab ntau lawm, lub ntiaj teb vaj huam sib luag yuav muaj kev tiv thaiv txij li xyoo 2018 txog 2021, nrog kev pheej hmoo siab tshaj nyob rau hauv 2019. Raws li Xie Qinyi, tus thawj coj tshawb nrhiav ntawm IHS Markit, lub vaj huam sib luag hauv LCD yuav yog tus ua kom tiav xyoo 2018, thiab cov neeg siv khoom vaj huam sib luag yuav fim ntau dua rau lub hlis thib ob. Hauv 2-3 xyoos tom ntej no, pawg vaj huam sib luag yuav zoo dua qub los ntawm kev sib koom ua ke thiab kev tsim tsa los yog kev kaw kev qub qub.
Raws Li Li Yaqin, tus lwm thawj saib xyuas ntawm Quzhi Consulting, cov kab ntau lawm tau pheej yig zuj zus thiab tus nqi ntawm lub koob yees duab LCD twb tau poob qis heev. Nws zoo nkaus li tus overcapacity yog qhov kev txiav txim siab foregone. Kev siv tus nqi ntawm lub 65-inch LCD vaj huam sib luag, piv txwv li, tus nqi siab tshaj 410 Asmeskas nyiaj dhau xyoo, thiab nws tau poob rau 270 Asmeskas las, txo qis qis dua 52%, thiab tus nqi tseem pheej poob. Li Yaqin predicts tias loj-loj cov neeg ua vaj tse LCD yuav poob nyiaj hauv lub quarter thib peb ntawm qhov tseeb.
Qhov tseeb, cov neeg siv kev lag luam hauv LCD tau raug kev txom nyem hauv thawj lub quarter. Txawm hais tias qhov no tsis tau ncaj qha los ntawm LCD lag luam ua lag luam, tseem muaj lwm yam. Ib qhov kev lag luam uas muaj vaj huam sib luag piav qhia tias yog tias vaj huam sib luag rau feem coob ntawm lub TV vaj huam sib luag cov nyiaj, thaum lub TV vaj huam sib luag lag luam nyob hauv kev lag luam, lub tuam txhab yuav muaj kev poob. Tam sim no mainstream TV vaj huam sib luag nqi tau poob qis dua tus nqi raug nqi, thiab tsis muaj kos npe rau ntawm kev rov qab, yog li TV vaj huam sib luag rau cov neeg ua lag luam yuav muaj kev poob qis hauv lub quarter thib ob.
Diversified daim ntawv thov nqa yav tom ntej
BOE Hefei 10.5 cim kab thiab CLP Rainbow Xianyang 8.6 tiam kab tau ua ntim ntau hauv lub Peb Hlis. Lub Chengdu Panda 8.6 tiam kab yuav tsum muab tso rau hauv huab hwm coj nyob rau hauv lub Tsib Hlis. Qhov no yog qhov tshwm sim ntawm ntau lub chaw tshuaj ntsuam xyuas ntau tshaj qhov muaj peev xwm tshaj. Ib qho ntawm lub ntsiab lus tseem ceeb rau lub tswb nrov yog tias txhua txoj kab ntau lawm muaj txoj kev txhawb zog. Los ntawm ob feem ntawm lub xyoo, BOE Hefei tus 10.5-tiam kab thiab Tuam Tshoj Electronics 'ob 8.6-tiam kab yuav maj mam tso qee qhov ntawm nws cov muaj peev xwm ntau lawm. Lub siab ntawm kev poob yuav ntau dua.
Guo Zhenlong, tus thawj saib xyuas ntawm Nanjing Panda tus Tiaj Tus Vaj Huam Sib Luag Siab Technology Co., Ltd., qhia nyob rau hauv kev sib tham nrog ib tug reporter ntawm Xov Xwm Electronics Xov Xwm uas los ntawm ib qho lag luam niaj hnub zoo li qub, xyoo no nce ntawm qhov muaj peev xwm ua tau zoo li coj qhov kev pheej hmoo ntawm ntau tshaj qhov muaj peev xwm, tab sis lub TV ua lag luam yog mus rau ntau dua. Txoj kev loj hlob ntawm cov lus qhia loj loj yuav tsav qhov nce ntawm qhov nruab nrab noj haus ntawm TV, thiab nws yuav zom zus tau ntau lawm. Hauv qhov ntev khiav, kev siv cov vijtsam sab LCD kuj nce ntxiv. Cov kev siv tshiab xws li Internet yam thiab cov lus qhia txog kev tsav tsheb yuav tsav tsheb rau cov chaw panels.
Chen Rengui, tus tuam thawj tswj hwm ntawm BOE, ntseeg hais tias txoj kev pheej hmoo ntawm kev siv cov kua siv lead ua kua uas tau sib tham txog peb los yog tsib lub xyoos dhau los thiab txawm kaum xyoo dhau los yog qhov tseeb cov lus dag. Raws li lub vaj huam sib luag tsim muaj peev xwm nce, qhov kev xav tau nthuav dav, thiab Internet ntawm Era yuav tau siv tswv yim. Txoj kev loj hlob ntawm cov chaw nres nkoj yuav tsum siab tshaj 70 billion lub ntsej muag ntawm 2025, thiab li 60% ntawm lawv yuav tsum tso saib cov chaw nres nkoj. Nyob hauv lub IoT era, cov duab yuav yog qhov tseem ceeb. Nws yog to taub tias thaum lub sijhawm ua kom muaj kev sib tw ntawm tsib qhov chaw loj, BOE tseem tau txuas ntxiv mus tsim automotive, industrial tswj, kev kho mob, dawb, wearable, VR / AR, hluav taws xob dawb, nplua, kos npe, hnov thiab lwm yam kev lag luam .
Andu nyuaj kuaj cov haujlwm
Yog hais tias nws tau hais tias cov kev siv ntau hom ntawv raws li hauv Internet ntawm Tej yam yuav tuaj yeem nqus ntau lub vaj huam sib luag ntau lawm, qhov kev siv loj video HD video tam sim no yog suav tias yog "sib ntaus sib tua hauv lub neej" hauv kev khiav haujlwm hauv ntiaj teb.
Nws feem ntau ntseeg hais tias tam sim no nruab nrab noj loj ntawm TV ua lag luam yog ntau tshaj 40 nti, thiab qhov nruab nrab noj loj nyob rau hauv lub neej yav tom ntej yuav tsum tsiv mus rau 50 thiab 60 nti. Qhov nruab nrab TV noj loj yuav nce li 1 txog 2 ntiv ib xyoos twg, thiab nws yuav haus ib kab 8.5-tiam.
Lub tuav ntawm cov txheej xwm loj thoob ntiaj teb yuav txhawb txoj kev tsim cov khoom siv yees duab thoob ntiaj teb. Lub 2018 FIFA World Cup hauv Russia kuj yuav txhawb cov muag ntawm HDTVs. Nyob rau hauv 2020, Nyiv yog npaj siv lub 8K xov tooj cua kom txais tos cov Olympic kev ua si. Nyob rau hauv 2022, Tuam Tshoj kuj cia siab siv lub caij ntuj sov Olympics los txhawb 4K thiab 8K tshaj tawm. Qhov no yog lub sijhawm zoo rau cov vaj huam sib luag. Ouyang Zhongcan, tus kws tshaj lij ntawm Suav Academy ntawm Sciences, taw tes tias CCTV yuav qhib ib lub 4K channel. Nrog rau 4K thiab 8K kev vam meej, ntau txhiab tsev neeg yuav tsum tau hloov chaw. Nyob rau hauv rooj plaub no, "yav tom ntej, lub peev xwm LCD yuav muab ob npaug rau thiab nws yuav tsis muaj nyiaj ntau dua."
Txawm nws yog tus tam sim ntawd hloov ntawm ultra-high-txhais los yog yav tom ntej daim ntawv sau npe, nws yog ib qhov tsim nyog los ntsuam xyuas lub peev xwm ua haujlwm ntawm lub tuam txhab muaj peev xwm ntau lawm. Cai Guoxin, tus thawj coj ntawm AU Optronics, said nyob rau hauv kev sib tham nrog ib tug reporter ntawm China Electronics Xov xwm hais tias loj-peev LCD vaj huam sib luag kev lag luam twb tau muaj peev xwm ntau, tab sis AUO txoj kab ntawm ntau tshaj 6 tiam tau ua siab zoo, kam nrog cov teeb meem tsis zoo ntawm qhov muaj peev xwm tshaj. Cuam tshuam, AUO tau tsim ib co kev kho me ntsis hauv tshuab, khoom thiab cov qhua, thiab hloov nws lub hom phiaj mus rau cov lag luam nrab-rau-siab kawg. Nws thov tias pawg vajtse ua lag luam yuav tsum rov qab muaj nqis ntawm cov khoom los ntawm kev tsim kho tshiab.
