Zatsopano Zaukadaulo ndi Kukwera kwa Msika, Makampani Aku China Akufulumizitsa Kukwera

Zatsopano Zaukadaulo ndi Kukwera kwa Msika, Makampani Aku China Akufulumizitsa Kukwera

Chifukwa cha kufunikira kwakukulu kwa zamagetsi, magalimoto, ndi zamankhwala, makampani apadziko lonse lapansi a OLED (Organic Light-Emitting Diode) akukumana ndi kukula kwatsopano. Ndi kupita patsogolo kwaukadaulo kosalekeza komanso zochitika zogwiritsa ntchito zomwe zikukula, msika ukuwonetsa kuthekera kwakukulu pomwe ukukumana ndi zovuta monga mtengo ndi nthawi yayitali. Nazi zinthu zazikulu zomwe zikupanga makampani a OLED omwe alipo.

1. Kukula kwa Msika: Kukula kwa Kufunikira Kwambiri, Opanga aku China Akupeza Gawo

Malinga ndi lipoti laposachedwa kuchokera ku kampani yofufuza za msika ya Omdia, kutumiza mapanelo a OLED padziko lonse lapansi kukuyembekezeka kufika pa mayunitsi 980 miliyoni mu 2023, kuwonjezeka kwa 18% pachaka, ndipo kukula kwa msika kukupitirira $50 biliyoni. Mafoni a m'manja akadali pulogalamu yayikulu kwambiri, yomwe imapanga pafupifupi 70% ya msika, koma zowonetsera zamagalimoto, zovala, ndi ma TV akukula kwambiri.

Chochititsa chidwi n'chakuti, makampani aku China akuswa mwachangu ulamuliro wa makampani aku South Korea. BOE ndi CSOT achepetsa kwambiri ndalama zopangira poika ndalama mu mizere yopanga ya Gen 8.6 OLED. Mu theka loyamba la 2023, ma OLED panels aku China anali 25% ya gawo la msika wapadziko lonse, kuchokera pa 15% mu 2020, pomwe gawo lonse la Samsung Display ndi LG Display linatsika kufika pa 65%.

2. Zatsopano Zaukadaulo: Ma OLED Osinthasintha Ndi Osawoneka Bwino Atenga Mbali Yaikulu, Mavuto a Moyo Wathunthu Athetsedwa

Kutchuka kwa mafoni a m'manja opindika ochokera ku Samsung, Huawei, ndi OPPO kwapangitsa kuti pakhale kupita patsogolo kwa ukadaulo wosinthasintha wa OLED. Mu kotala lachitatu la 2023, wopanga waku China Visionox adayambitsa njira yosinthira yosinthika ya "hinge yopanda msoko", yomwe imapangitsa kuti ikhale ndi moyo wautali wopitilira ma cycles opitilira 1 miliyoni, poyerekeza ndi mitundu yayikulu ya Samsung.Posachedwapa LG Display yatulutsa TV yoyamba padziko lonse ya OLED yowonekera ya mainchesi 77 yokhala ndi 40% yowonekera, yolunjika ku zowonetsera zamalonda ndi misika yogulitsa yapamwamba. BOE yagwiritsanso ntchito ukadaulo wa OLED wowonekera pa mawindo apansi panthaka, zomwe zimathandiza kuti pakhale kulumikizana kwamphamvu kwa chidziwitso.Pofuna kuthana ndi vuto la "kutentha kwa nthawi yayitali," kampani ya zinthu ku US UDC yapanga mbadwo watsopano wa zinthu zabuluu zofiira, zomwe zimati zimawonjezera nthawi yogwiritsira ntchito pazenera mpaka maola opitilira 100,000. JOLED yaku Japan yayambitsa ukadaulo wosindikizidwa wa OLED, womwe umachepetsa kugwiritsa ntchito mphamvu ndi 30%.

3. Zochitika Zogwiritsira Ntchito: Kukula Kosiyanasiyana Kuchokera ku Zamagetsi Zamagetsi Zamagetsi Kupita ku Magalimoto ndi Zachipatala

Mercedes-Benz ndi BYD akugwiritsa ntchito ma OLED pa magetsi akumbuyo okhala ndi m'lifupi, ma dashboard opindika, ndi ma AR-HUD (Augmented Reality Head-Up Displays). Kusiyana kwakukulu ndi kusinthasintha kwa OLED kukuthandiza kupanga zochitika zodabwitsa za "cockpit yanzeru".Sony yatulutsa ma monitor a opaleshoni a OLED, pogwiritsa ntchito njira yodziwira mtundu wawo kuti ikhale muyezo wa zida zochitira opaleshoni zomwe sizimawononga kwambiri.Apple ikukonzekera kugwiritsa ntchito ukadaulo wa OLED mu 2024 iPad Pro, zomwe zingapangitse kuwala kwambiri komanso kugwiritsa ntchito mphamvu zochepa.

4. Mavuto ndi Zovuta: Mtengo, Unyolo Wopereka, ndi Mavuto Okhudza Zachilengedwe

Ngakhale kuti pali chiyembekezo chabwino, makampani a OLED akukumana ndi mavuto ambiri:
Mitengo yotsika ya ma TV okhala ndi ma OLED akuluakulu imasunga mitengo yokwera. Mpikisano pakati pa ukadaulo wa Samsung wa QD-OLED ndi wa LG wa WOLED umabweretsanso chiopsezo cha ndalama kwa opanga.
Zipangizo zazikulu za OLED, monga zigawo zotulutsa kuwala kwachilengedwe ndi zomatira zopyapyala, zikulamulidwabe ndi makampani aku US, Japan, ndi South Korea. Opanga aku China akuyenera kufulumizitsa njira zina zapakhomo.
Kugwiritsa ntchito zitsulo zosowa ndi zinthu zachilengedwe popanga zinthu kwakopa chidwi cha magulu oteteza zachilengedwe. EU ikukonzekera kuphatikiza ma OLED mu "New Battery Regulation," yomwe ikufuna kuti pakhale kuwululidwa kwa zizindikiro zonse za mpweya zomwe zimawononga chilengedwe.

5. Chiyembekezo cha Mtsogolo: Mpikisano Wowonjezereka kuchokera ku MicroLED, Misika Yotukuka Monga Injini Zokulira

Makampani opanga ma OLED asintha kuchoka pa 'gawo lotsimikizira ukadaulo' kupita ku 'gawo la malonda,'” akutero David Hsieh, Chief Analyst ku DisplaySearch. “M'zaka zitatu zikubwerazi, aliyense amene angathe kulinganiza mtengo, magwiridwe antchito, ndi kukhazikika adzakhala mtsogoleri wa m'badwo wotsatira wa ukadaulo wowonetsera.” Pamene unyolo wapadziko lonse lapansi ukukulitsa kuphatikizana kwake, kusinthaku kowoneka bwino komwe kutsogozedwa ndi ma OLED kukukonzanso mwakachetechete mawonekedwe ampikisano amakampani owonetsera.