Nyob rau hauv lub quarter thib ob ntawm DSCC qhov kev tso tawm zaum kawg ntawm lubOLEDKev xa khoom xa tuaj thiab Fab Kev siv daim ntawv tshaj tawm, peb pom qhov tseem ceeb rov qab los ntawm Samsung kev siv lub peev xwm, los ntawm cov xov tooj tshiab tshiab xws li Apple, Samsung Electronics thiab lwm lub xov tooj ntawm tes hauv Suav teb hauv ib nrab xyoo. Tshuab xav tau.
Raws li pom nyob rau hauv daim duab 1, lub peev xwm siv tus nqi ntawm Samsung lub hard-screen yuav tsum rov qab mus rau 80% nyob rau hauv Lub rau hli ntuj, feem ntau ntawm cov nroj tsuag A2, nrog rau ib lub hlis input muaj peev xwm ntawm 175k. Cov tswv yim iav ntawm A2 cog tau maj mam nce los ntawm qhov qis tshaj plaws nyob rau lub Ob Hlis. Feem ntau yog los ntawm qhov kev thov rau tus nqi txo ntawm lub zog-screen OLED. Qhov nruab nrab muag tus nqi ntawm OLED lub vijtsam nyuaj ntawm 5.5"-6" yuav tsum poob mus rau US $ 23 hauv peb lub hlis twg, thiab tus nqi sib txawv ntawm cov LTPS LCD cov ntxaij vab tshaus tsuas yog kwv yees li US $ 5, txawm tias nyob hauv Suav lag luam nyob rau hauv lub quarter thib ob. Tus nqi no twb tshwm sim lawm. Txij li tus nqi ntawm OLED cov xov tooj ntawm tes txheeb ze rau LTPS LCD npo cov xov tooj ntawm tes yog qhov siab, uas yog hais, cov txiaj ntsig los ntawm kev siv OLED cov ntxaij vab tshaus nyuaj rau cov tuam txhab xov tooj ntawm tes yog qhov tseem ceeb dua. Yog li ntawd, peb ntseeg hais tias lub peev xwm siv tus nqi ntawm hard-screen OLED factories tseem yuav nce nyob rau hauv lub thib ob ib nrab ntawm lub xyoo.
Daim duab 1: SDC's OLED Fab Siv
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Tau qhov twg los: DSCC'sQuarterly OLED Shipment thiab Fab Kev Siv Daim Ntawv Qhia
Hauv lub sijhawm luv luv, cov neeg tsim vaj huam sib luag suav nrog Samsung tuaj yeem txaus siab ua kom muaj peev xwm ntawm OLEDs nyuaj. Txawm hais tias lub peev xwm siv tus nqi ntawm lub vijtsam hloov pauv OLED cov chaw tsim khoom kuj tseem thim rov qab, piv nrog lub peev xwm siv tus nqi ntawm cov tshuaj ntsuam tawv OLEDs, kev siv tus nqi hloov pauv ntawm OLEDs tau poob sai heev, tsuas yog 31% hauv lub Plaub Hlis, thiab rov qab rau lub Tsib Hlis. Lub foob pob ntaus 37% vim yog pib ntawm 5.85 "Apple screen stocking. Nyob rau lub Rau Hli, qhov hloov pauv OLED muaj peev xwm siv tau nce mus rau 52% feem ntau rau 6.46" tshiab iPhone X Plus stocking. Peb ntseeg tias kev siv peev xwm ntawm ob qho tib si nyuaj-screen thiab hloov pauv-screen OLEDs yuav txhim kho ntau yam nyob rau ib nrab xyoo ntawm lub xyoo, thiab tseem yuav ua rau muaj txiaj ntsig zoo rau cov khoom lag luam thiab cov tuam txhab laser, xws li UDC thiab Coherent.
Ib qho teeb meem tseem ceeb rau Samsung lub peev xwm tsim tau yooj yim yog yuav ua li cas Samsung npaj npaj lub peev xwm tsis ua haujlwm rau Apple hauv thawj peb lub hlis twg ntawm 2019, raws li tau tshwm sim hauv thawj peb lub hlis twg thiab lub quarter thib ob ntawm lub xyoo no. Txuas ntxiv txo tus nqi sib txawv ntawm qhov nyuaj-screen OLEDs thiab LTPS LCDs, nrog rau cov duab hloov tau yooj yim xws li foldable thiab bendable configurations yuav pab kom haus tsis muaj peev xwm, thiab OLED nkag mus rau hauv kev loj hlob kuj yuav pab nyob rau hauv lub off-season.
Los ntawm daim duab 2, nws tuaj yeem pom tias SDC cov nyiaj tau los hauv lub quarter thib ob poob 16% los ntawm thawj peb lub hlis twg mus rau hauv qab, tab sis nws tau nce me ntsis los ntawm 2% piv rau tib lub sijhawm xyoo tas los, mus txog 4.4 billion US dollars. Nws yuav tsum tau muab sau tseg tias txij li thaum lub module Hoobkas yog nyob rau hauv Nyab Laj, nws yuav siv sij hawm li ob lub hlis los ntawm cov tswv yim ntawm cov iav substrate mus rau kev lees paub ntawm cov nyiaj tau los. Raws li qhov tshwm sim, cov nyiaj tau los ntawm kev nce hauv kev siv peev xwm tau pom nyob rau lub Tsib Hlis thiab Lub Rau Hli yuav tshwm sim hauv peb lub hlis twg. Peb cia siab tias SDC OLED cov nyiaj tau los yuav loj hlob 52% hauv peb lub hlis twg ntawm lub quarter thib peb ntawm lub xyoo no, nce 35% los ntawm tib lub sijhawm xyoo tas los rau $ 6.7 billion. Hauv lub quarter thib plaub, nws xav tias yuav nce ntxiv los ntawm 6% mus rau US $ 7.1 billion piv rau lub quarter thib peb, tab sis xav tias yuav poob qis los ntawm 11% piv rau lub quarter thib plaub ntawm 2017, vim tus nqi siab ntawm SDC hloov tau OLEDs. nyob rau hauv lub quarter thib plaub ntawm xyoo tas los. 2018 Zuag qhia tag nrho, peb tuaj yeem pom tias SDC OLED cov nyiaj tau los ntawm kev loj hlob ntawm 11% mus txog 23.4 billion US dollars, piv nrog cov teeb meem tshwm sim thaum ntxov 2018, lawv tseem ua tiav cov txiaj ntsig zoo.
