Raws li cov ntaub ntawv tseem ceeb, tus nqi ntawm qhov txo cov nqi vaj tse hauv LCD yuav cia qeeb vim yog ceev cov khoom ntawm cov khoom vaj khoom tsev thiab cov khoom nrog cov tsav tsheb sib xyaws (ICs), iav substrates thiab polarizers.
Tshaj tawm tsab ntawv ceeb toom los ntawm IHS Markit qhia tau hais tias cov khoom tsav tsheb ICS yuav tsum ceev kom muaj zog hauv 2018, tshaj qhov kev thov ntawm 4%. Kev cog cov nroj tsuag muaj li no txo cov peev txheej ntawm cov neeg tsav tsheb pheej yig ntawm ICS, thaum ua qhov tsim cov paj hlwb loj thiab cov txheej txheem loj sib txuas (LSIs), feem ntau kom tau raws li cov kev txiav txim rau cov khoom hauv Internet (IoT) thiab tsheb tshuab lag luam. Tsis tas li ntawd, qhov loj-loj tsav tsheb tsav ICs raug siv rau cov khoom siv ntu 8-inch wafer. Tam sim no, tsis muaj foundries yuav nqis peev ntxiv nyob rau hauv qhov ntau lawm ntawm cov wafer ntau thiab tsawg, tab sis tsuas yog nqis peev hauv 12-nti wafers.
Raws li Tadashi Uno, tus kws tshawb fawb ntawm IHS Markit, "Vaj Huam Sib Luag Muaj Vaj Huam Sib Luag Zoo Tshaj Plaws Zoo Tshaj Plaws Tau Txais Kev Pab Cuam Tshaj
Nyob rau hauv thawj ib nrab ntawm 2018, tus nqi nruab nrab ntawm tus tsav tsheb ICs nce txog 10%. Lub nruj ntawm tsav tsheb ICs kuj tau cuam tshuam tus nqi ntawm IT panels, xws li cov duab saib, laptops thiab ntsiav tshuaj panels, thiab txij li lub quarter thib peb ntawm 2018, cov nyhuv no tau txuas ntxiv mus rau tus nqi ntawm TV thiab smartphone panels.
Txij li peb lub quarter thib peb ntawm 2018, lub khob ntawm cov iav substrates kuj pib kom nruj. Kev thov thiab kev xav tau nyiaj ntau tshaj nyob rau hauv peb lub hlis peb tau poob qis dua 5% (5% yog qhov chaw tseem ceeb ntawm kev nruj). Uno taw tes hais tias: "Lub khob iav tseem ceeb yog ua lag luam nyob hauv iav melting ponds nyob hauv Suav teb, tab sis cov iav siv ntawm cov vaj huam sib luag suav tau txais ntau dua thiab siab, uas txhais tau tias nws ntau tshaj ob zaug lub khob ntau lawm lub teb chaws. Tuam Tshoj tus vaj huam sib luag ua kuj tau import cov khoom ntawm Nyiv, Kaus lim qab teb thiab Taiwan, tab sis lawv kuj fim cov khoom qub thiab kev xa cov iav. "
Nyob rau tib lub sijhawm, txij li peb lub hlis twg, cov khoom ntawm cov polarizers kuj tau nruj. Cia li nyob rau hauv Lub Xya Hli xyoo no, vim muaj nag los nag hauv Nyiv, cov yeeb yaj kiab ua luam xws li Dai Nippon Printing thiab Nitto Denko tsum tsis ua haujlwm ntau tshaj ib lub lim tiam. Txawm hais tias qhov chaw tsis muaj kev puas tsuaj ncaj qha tuaj, kev puas tsuaj rau cov vaj tse xws li txoj kev, kev siv dej ua ke thiab cov cuab yeej hluav taws xob tau ua rau qeeb ntawm cov khoom muag.
Txawm hais tias lub lag luam tau zoo, muaj teeb meem txog logistics tseem muaj nyob. Irene Heo, tus thawj xibfwb tseemfwv hauv IHS Markit, hais tias: "Tac-TAC polarizers, tshwj xeeb tshaj yog acrylic polarizers, nyob rau hauv luv luv, thiab dej nyab tsis ntev los no ua rau tej yam phem tshaj." Hauv peb lub hlis twg ntawm lub xyoo no, cov khoom noj thiab kev thov ntau tshaj ntawm cov neeg ncov qaum yuav tsum yog 4%, qis dua 5% ntawm qhov ntsuas.
Piv rau xyoo 2017, qhov nyiaj tus nqi qis tshaj 32-inch (High School-High Definition) (HD) qhib lub roj teeb yuav tsum poob 1.4% ntawm peb lub hlis ntawm xyoo 2018. Uno said: "Qhov tseem ceeb rau kev txo nqi yog nce nyob rau hauv tus nqi ntawm cov tsav tsheb ICs .Txawm li cas los xij, tus nqi ntawm iav substrates thiab polarizers yog tus ruaj. "
