Ngotyalo-mali kunye nokwakhiwa kweTshayina kulwakhiwo lwekhonkco lomboniso kwiminyaka yakutshanje, i-China iye yaba ngomnye wabavelisi abakhulu bephaneli behlabathi, ngakumbi kushishino lwephaneli ye-LCD, i-China yinkokeli.
Ngokubhekiselele kwingeniso, iiphaneli zaseTshayina zibalelwa kwi-41.5% yemarike yehlabathi ngo-2021, zigqithise i-hegemon yangaphambili yoMzantsi Korea ngama-33.2%.Ngokukodwa, ngokweepaneli zeLCD, abavelisi baseTshayina baphumelele i-50.7% yesabelo sehlabathi.I-South Korea iyaqhubeka nokukhokela kwintsimi yeepaneli ze-OLED, kunye nesabelo sehlabathi jikelele se-82.8% kwi-2021, kodwa isabelo se-OLED seenkampani zaseTshayina sande ngokukhawuleza.
Nangona kunjalo, ukukwazi ukuphumeza isabelo esikhulu kangaka semarike asinakuhlukaniswa nokwandiswa kwexesha elide kunye nokuxoxisana kweenkampani zephaneli zasekhaya.Ngaphambi kobhubhane, ixabiso leepaneli laliphantse lisezantsi, kwaye iinkampani ezininzi zeepaneli ezincinci zasinda kwiintanda zamashishini amakhulu, kodwa ngokuhla okuqhubekayo kwamaxabiso eepaneli, iinkampani ezininzi zeepaneli zijongene nemeko yokungenzi mali okanye nokulahlekelwa. imali.
Umthamo wepaneli ye-TV ye-LCD (i-liquid crystal) yeefektri zase-China iyaqhubeka nokuvuleka, kwaye ubonelelo lutyhutyha ihlabathi, lubangele ukuthengiswa rhoqo kwamaxabiso e-LCD.
Ngokutsho kweendaba zeWit Display, kwiinyanga ezine zokuqala ezibandakanya uMntla Merika kunye nokunye ukudodobala okukhulu kwentengiso yeTV, kunye neengxaki ze-inventri zavela, ukuhla kweephaneli zeTV ngoMeyi kuye kwaqina, usekela-mongameli weTrendForce woPhando oluphezulu uQiu Yubin uthe iiphaneli zeTV ezingaphantsi kwe-intshi ezingama-55 ziye zanda. inyanga enye yokwehla kwe-2 ukuya kwi-5 yeedola zase-US.
Nangona ubungakanani obuninzi beza kwiindleko zemali, kodwa imfuno ye-terminal ayilungile, ukunciphisa ukuveliswa kwefektri yepaneli kulinganiselwe, kwaye uxinzelelo lokugqithiswa kokugqithiswa luselukhulu, olukhokelela ekwandiseni ukuhla kwexabiso ngoMeyi.Kwikota yesibini, iipaneli zobukhulu obukhulu zaqhubeka zihla, kwaye abavelisi beepaneli banokulahlekelwa yimali kwinyanga enye, kwaye uxinzelelo lokusebenza luye lwanda kakhulu.
I-South Korea Economic Daily ingxelo ye-2nd, abangaphakathi baveze ukuba ukuqala kule nyanga, i-LGD yaseSouth Korea yasePaju plant kunye neChina yase-Guangzhou isityalo siya kunqumla umgca we-LCD wokuvelisa umgca wokuvelisa i-glass substrate, imveliso yepaneli ye-LCD ye-TV yenkampani kwisiqingatha sesibini sonyaka. iya kuba ngaphezulu kwe-10% ngaphantsi kwesiqingatha sokuqala sonyaka.
Iifektri zaseTshayina zokuvelisa ngobuninzi, ngexabiso elikhuphisanayo kakhulu lokuhlutha imarike, ukuze isicatshulwa sephaneli ye-LCD ye-TV yehlabathi siqhubeke nokuhla, i-LGD yoyisiwe, yagqiba ekubeni inciphise kakhulu imveliso.Ngaphambi koku, omnye umzi-mveliso waseKorea, i-Samsung Display, yayibhengeze ukuba iza kuphuma kwishishini le-LCD ekupheleni kuka-2022 ngenxa yokuhla kwengeniso.Kukwakho neMitsubishi, iPanasonic kunye nezinye iinkampani kulo nyaka uphelileyo nazo zixele ukuncitshiswa okanye ukunqunyanyiswa kwemveliso yomgca wabo wepaneli yeLCD.
I-Samsung, i-LGD, i-Panasonic kunye namanye amashishini anemigca yokuvelisa ipaneli ye-LCD athengise kwaye ayeke ukuvelisa, okwenze i-China ilizwe elikhulu kwiiphaneli ze-LCD zokuthunyelwa.Ezi zigebenga zangaphambili zikhethe ukuthenga iipaneli zeLCD eChina emva kwenani elikhulu lemveliso okanye ukucuthwa kwemveliso, nto leyo eyenze ukuba i-LCD yephaneli yokuvelisa umthamo kunye nokubonelela kufutshane nebhrendi yentloko yaseTshayina.
Ngapha koko, ukusukela oko kunyuswa kwemveliso yephaneli ye-LCD yaseTshayina, kunempembelelo enkulu kakhulu kwipateni yonikezelo lwephaneli yeLCD yehlabathi.Ngokukodwa, iinkampani zepaneli zentloko ezikhokelwa yi-BOE kunye ne-Huaxing Optoelectronics zikhule ngokukhawuleza ekuthunyelweni kwiminyaka yamuva.I-BoE, i-Huaxing Optoelectronics, i-Huike abathathu abavelisi bentloko kwisiqingatha sokuqala se-2021 LCD TV panel yokuthunyelwa kwendawo ithathe i-50.9% yendawo yokuthunyelwa kwehlabathi jikelele kwixesha langoku.
Ngokutsho kwedatha evela kwi-LOTTO Technology (RUNTO), kwi-2021, ukuthunyelwa okupheleleyo kweefektri zepaneli ezisekelwe kumhlaba zifikelele kwi-158 yezigidi zeengcezu, zibalelwa kwi-62%, imbali entsha ephezulu, ukwanda kweepesenti ze-7 ngaphezu kwe-2020. Ukukhula kwesabelo kuza kungekuphela nje ekufumaneni, kodwa kwakhona ukusuka ekwandiseni umthamo wemveliso yelizwe jikelele ngokwalo, kwaye iziko lomxhuzulane lweepaneli ze-lcd litshintshele eChina.
Nangona kubonakala ngathi ikhonkco leshishini le-LCD laseTshayina liyakhula, eli shishini likwajongene neengxaki ezininzi.
Okokuqala, i-dividend ye-LCD TV iphantse yanyamalala.Nangona ngoku kuyo yonke intsimi ye-TV, umthamo wentengiso kunye nomthamo we-LCD we-TV mkhulu kakhulu, ubala ngaphezu kwe-80% yempahla ye-TV yonke.Nangona umthamo mkhulu, kodwa sonke siyazi ukuba iphaneli yeLCD okanye iTV ayenzi mali okanye ilahlekelwe yimali, kumashishini epaneli, isahlulo sepaneli se-lcd siphantse sanyamalala.
Okwesibini, itekhnoloji yokubonisa entsha iyaleqwa kwaye ivaliwe.Njengoko kukhankanyiwe ngaphambili, i-Samsung, i-LGD kunye nezinye iinkampani zepaneli zentloko zikhetha ukuyeka ukuvelisa okanye ukunciphisa iipaneli ze-lcd, ungenzi imali okanye ilahleko kwelinye icala, kwelinye icala, linethemba lokubeka izibonelelo zemali kunye nabasebenzi kwimveliso. iiphaneli zetekhnoloji yokubonisa ezintsha, ezifana ne-OLED, i-QD-OLED kunye ne-QLED.
Phantsi kwesiseko sokukhula okuqhubekayo kobu buchwepheshe bomboniso buqalayo, kukuthotywa komyinge wokunciphisa i-Dimensionality kwi-LCD TVs okanye ikhonkco lemizi-mveliso, kwaye isithuba sokuvelisa iipaneli ze-LCD sihlala sicudiswa, nto leyo engumceli mngeni omkhulu kumashishini epaneli ye-LCD yaseTshayina.
Ngokubanzi, ikhonkco leshishini lephaneli ye-LCD yaseTshayina liyakhula, kodwa ukhuphiswano kunye noxinzelelo nazo ziya kwanda.
Ixesha lokuposa: May-30-2022