Lub cev qhuav dej ntawm Omron, lub tuam txhab Japanese hauv Suzhou, yog qhov zoo. Tus xav txog tom qab no yog qhov poob ntawm LCD panels hauv kev lag luam ntse ntse. Cov neeg tau txais kev pabcuam yog OLED lub vojvoog, thiab OLEDs tau sai tau mus rau hauv qhov chaw lag luam smartphone.
OLED panels yog nrov nyob hauv txoj kev lag luam smartphone
Ntiaj teb sab saum toj ob lub xov tooj txawb hom yog Samsung thiab Kua. Samsung tseem yog lub ntiaj teb tus loj tshaj plaws ntawm cov chaw pabcuam me me thiab nruab nrab ntawm OLED. Nws tau txhawb nws txoj haujlwm lag luam me me thiab nrab nruab nrab nrog nws lub lag luam txawb xovtooj rau ntau xyoo. OLED panels yog siv los ua ib qho tseem ceeb muag khoom.
Kua, lub thib ob-loj tshaj plaws lub xov tooj txawb xov tooj, kuj qhia Samsung lub ntsiab ntawm OLED xyoo tas los. Lub iPhoneX, ib qho ntawm peb lub iPhones tso tawm lub Cuaj Hli Ntuj, yog Apple's thawj smartphone nrog ib lub vaj huam sib luag ntawm OLED. Kua muaj lub zog hauv kev ua lag luam ntse ntse thiab yog ib tug thawj coj hauv kev lag luam ntse ntse. Nws tau qhia OLED panels hauv kev ua lag luam ntse ntse mus ceev cov av ntawm OLED lub voj voog hauv kev lag luam ntse ntse.
Nyob rau hauv qhov tseeb, ob ntawm Tuam Tshoj lub sab saum toj plaub xov tooj ntawm tes ua ntej kua - OPPO thiab vivo twb tau tsim Samsung lub OLED vaj huam sib luag, OPPO thiab vivo kuj siv cov npo OLED raws li lub ntsiab muag muag ntawm lawv cov xov tooj ntawm tes high-end, OLED npo tuaj yeem tso saib ntau vivid duab , qhov no Rau OPPO thiab vivo lub ntsiab qhua tuaj noj mov, cov tub ntxhais hluas, tsis muaj kev ntseeg tias nws yog qhov txaus nyiam heev. Tom qab tag nrho, tus kheej-timer yog ib feem tseem ceeb ntawm lawv lub neej rau cov tub ntxhais hluas.
Xiaomi 8 thiab Xiaomi 8SE tso tawm los ntawm Xiaomi xyoo no kuj tau tsim Samsung lub ntsiab ntawm OLED. Nws tau hais tias Huawei lub mate20 yuav siv cov OLED panels muab los ntawm BOE. Samsung, Kua thiab txawb xov tooj ntawm tes tau siv cov OLED panels kom nyem LCD panels. Kev ua lag luam chaw.
Tus ntse lub xov tooj lag luam yog pos huab
Raws li IDC, lub ntiaj teb no lub smartphone xa tuaj rau 2017 tau 1.462 billion units, qis li 0.6% xyoo-rau-lub xyoo. Qhov no yog thawj xyoo poob hauv lub ntiaj teb no lub lag luam smartphone rau xyoo ntawm kev loj hlob nruam, uas qhia thoob ntiaj teb smartphones. Txoj kev ua lag luam zoo li yuav zoo siab tos txais qhov taw tes.
Lub ntiaj teb loj tshaj plaws kev lag luam, cov coob tshaj plaws ntawm kev ua lag luam, Suav lag luam, kev paub txog 5% poob, uas yog qhov tseem ceeb tshaj plaws rau txoj kev poob peev hauv lub ntiaj teb smartphone xa tuaj, thiab cov ntaub ntawv rau thawj lub quarter rau xyoo no qhia smartphone nyob rau hauv lub lag luam suav. Cov poob hauv cov khoom tau nthuav ntxiv. Cov ntaub ntawv los ntawm Ministry of Industry thiab Information Technology qhia tau tias cov xov tooj ntawm tes nyob rau hauv Suav ua lag luam poob 34% ntawm ib xyoos ib zaug ntawm lub xyoo no, thiab cov khoom lag luam smartphone poob qis dua 27% xyoo-rau-xyoo.
Tus poob smartphone hauv kev lag luam tau muaj kev cuam tshuam loj heev rau kev lag luam hauv chaw lag luam hauv LCD
Thaum txoj kev lag luam smartphone yog ib qho kev kub ntxhov, OLED panels yog accelerating hauv kev lag luam, thiab cov chaw lag luam hauv LCD kev lag luam hauv ob chav extrusion tau ib txwm muaj kev cuam tshuam loj loj. Raws li cov lus nug, thawj quarter ntawm lub xyoo no, cov muag ntawm OLED panels nyob rau hauv lub ntiaj teb mid-rau-siab-kawg smartphone market ntau tshaj li qhov ntau, thaum lub LCD vaj huam sib luag poob los ntawm 22%, highlighting qhov poob ntawm qhov chaw lag luam me me thiab nrab nruab nrab.
Nyob rau hauv qhov tseeb, poob ntawm LCD kev lag luam kev lag luam tsis yog tsuas yog nyob rau hauv lub ntse xov tooj kev lag luam, tab sis kuj nyob rau hauv lub TV kev lag luam. Nyob rau hauv high-end TV ua lag luam, OLED TVs tau tshaj tawm 50% ntawm tag nrho thawj zaug rau xyoo 2017. LGD, uas yog tsim los ntawm OLED panels rau TVs, npaj yuav pib tsim nyob rau hauv Guangzhou, Suav xyoo tom ntej kom ceev cov pejxeem OLED vaj huam sib luag TV. Qhov no yog ua rau lub overcapacity ntawm cov panel ci ntsa iab los ua kom muaj zog. Yog li ntawd, tus nqi ntawm lub koob yees duab LCD tau raug txo qis txij li ib nrab ntawm xyoo tas los.
Omron's Suzhou cog yog tsim rau cov tsim, ntau lawm thiab muag khoom ntawm optoelectronic xws li LCD backlights, lwm qhov chaw thiab yam khoom, pwm thiab cov cuab yeej. Cov poob ntawm cov panels hauv kev ua lag luam ntse ntse ua rau muaj kev cuam tshuam loj rau nws. Nyob rau hauv cov nqe lus ntawm OMRON tus nqi siab dua, nws tseem mob siab txog qhov ntau tshaj-nrab cov khoom siv nrab-rau cov khoom siv high-end. Thaum LCD panels poob rau hauv kev lag luam smartphone, nws tau los ua thawj lub tuam txhab yuav cuam tshuam, uas nws thiaj li coj mus rau lub cev qhuav dej ntawm lub lag luam.
Tuam Tshoj tus vaj huam sib luag cov tuam txhab tau pom tseem ceeb ntawm OLED lub voj voog yooj yooj yim hloov cov koob panels. Ob leeg domestically tsim ob lub tuam txhab vaj huam sib luag, BOE thiab Huaxing Optoelectronics, tau deployed ntawm OLED vaj huam sib luag technology. BOE lub vaj huam sib luag ntawm OLED tus qauv raug muab tso rau hauv lub kaum hli xyoo tas los. OLED panels tuaj yeem nkag rau Huawei rau ntawm qhov loj, thiab BOE tseem npaj siab los tsim kom muaj vaj huam sib luag thib ob. Lub vaj huam sib luag ntawm OLED tus qauv ntawm Huaxing Optoelectronics yuav tsum muab tso rau hauv ntau lawm xyoo tom ntej.
