Hauv thawj ib nrab ntawm lub xyoo, lub ntiaj teb no tshuab ua lag luam yog qaug zog, thiab smartphone khoom lag luam poob muag. Raws li Qunzhi Consulting, lub ntiaj teb smartphone khoom lag luam hauv thawj ib nrab ntawm lub xyoo no tau 930 plhom, qaum 1.7% xyoo-rau-lub xyoo.
Txawm hais tias tus ntse lub xov tooj lag luam muaj kev sib txuas ntawm innovation xws li cov puv npo thiab zoo li tus ntxaij, lub ntsej muag ntawm smartphone tseem muaj me ntsis poob vim vim tsis muaj zog zuag qhia tag nrho. Txawm li cas los xij, muaj ntau qhov sib txawv ntawm cov khoom sib txawv.
Raws li cov khoom pawg, kev sib tw khoom ntawm a-Si LCD (nrog Oxide LCD) vaj huam sib luag tshem tawm ntawm 50% hauv thawj ib nrab ntawm xyoo tas los mus rau 42% xyoo no, thiab cov khoom xa tuaj rau 390 lab units, khoom cov khoom. Kev sib koom ua lag luam ntawm ib-Si LCD khoom yog maj mam nkag los ntawm LTPS LCD thiab AMOLED.
LTPS LCD panels yog eye-catching nyob rau hauv lub khw muag khoom qaug zog. Nyob rau hauv thawj ib nrab ntawm lub xyoo no, LTPS LCD ntse xov tooj xa khoom 340 lab units, nce ntawm 23.7%; qhov nce ntawm kev muag khoom muaj xws li: incell touch Trends xws li tswj, puv npo thiab zoo li cov ntxaij vab tshaus tau nce cov kev thov rau cov khoom siv high-profile cov lag luam hauv smartphone market; qhov tsim nyog txaus ntawm LTPS LCDs tau txo qis tus nqi ntawm cov khoom thaum lub sij hawm kom ntseeg tau cov khoom ntawm vaj huam sib luag khoom.
Hauv cov ntse xov tooj, cov lag luam tawm ntawm LTPS LCD tau nce ntxiv ntawm 29% hauv thawj ib nrab ntawm xyoo tas los rau 36% hauv thawj ib nrab ntawm lub xyoo no, thiab qhov kev loj hlob yog qhov tseem ceeb heev. Nyob hauv thawj ib nrab ntawm lub xyoo, cov khoom xa tuaj ntawm AmolED panels tsawg dua qis, nqis 2.6% xyoo-rau-lub xyoo. Tus naj npawb ntawm cov khoom tau raug txo mus txog 200 lab pieces. Txawm li cas los xij, vim lub khw lag luam AMOLED tsis tshua zoo, nws tseem tshuav 21% ntawm kev lag luam ntawm smartphone khoom muag.
OLED lub voj voog ntev tau raug suav tias yog high-end khoom, thiab lawv tau pib hloov lub lag luam paj nruag vim lawv tau hla LCD panels saib raws li cov kev ua tau zoo thiab cov nqi competitiveness.
OLEDs muaj cov duab zoo heev thiab nyias yam ntxwv. Tsis tas li ntawd, cov panels yooj ywm OLED nrog lub zog loj substrates kuj yoojyim los tsim cov puv npo.
Raws li cov ntaub ntawv ntawm IHS Markit, feem sib qhia ntawm smartphone OLED panels tau txuas ntxiv kom loj hlob los ntawm 40.8% ntawm xyoo 2016 mus txog 45.7% xyoo no. Nyob rau hauv 2019, qhov kev sib koom ua lag luam ntawm OLED lub voj voog yuav cia siab tshaj qhov kev faib ua lag luam ntawm TFT-LCD panels rau thawj zaug.
Lub xyoo tom ntej, muag ntawm OLED panels yuav tsum tau mus txog 20,7 billions USD, thiab sib qhia ntawm lub khw lag luam yuav tsum ncav cuag 50.7%. Ntawm qhov tod tes, kev muag khoom ntawm TFT-LCD panels yuav tsum tau nce mus txog US $ 20.2 billion, accounting rau 49.3% ntawm smartphone market share. Thiab nws txoj kev ua lag luam yuav tsum tau nce mus txog 73% hauv xyoo 2025.
