[Shenzhen, Juni 23] I-TFT-LCD Module, ingxenye ebalulekile kuma-smartphone, amaphilisi, izibonisi zezimoto, namanye amadivayisi kagesi, idlula emjikelezweni omusha wokulungiswa kabusha kwesidingo sokunikezwa. Ukuhlaziywa kwemboni kubikezela ukuthi isidingo somhlaba wonke sama-TFT-LCD Modules sizofinyelela amayunithi ayizigidi ezingu-850 ngo-2025, kanti iShayina ibamba ngaphezu kuka-50% wamandla okukhiqiza, igcina isikhundla sayo esiphambili emakethe yomhlaba wonke. Okwamanje, ubuchwepheshe obusha njenge-Mini-LED kanye nezibonisi eziguquguqukayo ziqhubela imboni ekuthuthukisweni okuphezulu nokuhlukahlukene.
Ngo-2025, imakethe yomhlaba wonke ye-TFT-LCD Module kulindeleke ukuthi igcine izinga lokukhula lonyaka elingu-5%, ngamamojula amancane naphakathi (asetshenziswa kakhulu kuma-smartphone nasezikrinini zezimoto) akha ngaphezu kuka-60% wesidingo sonke. Isifunda sase-Asia-Pacific sisalokhu siyimakethe enkulu yabathengi, lapho iShayina yodwa inikela ngaphezu kuka-40% wesidingo somhlaba wonke, kuyilapho iNyakatho Melika neYurophu zigxila ekusetshenzisweni okuphezulu njengezibuko zezokwelapha kanye nemishini yokulawula yezimboni.
Ngasohlangothini lokuphakelwa, uchungechunge lwezimboni oluqinile lwaseShayina kanye nomnotho wezinga kuye kwayivumela ukuthi ifinyelele umthamo wokukhiqiza wamayunithi ayizigidi ezingu-420 ngo-2024, okwenza okungaphezu kuka-50% womkhiqizo womhlaba wonke. Abakhiqizi abaphambili njenge-BOE kanye ne-Tianma Microelectronics bayaqhubeka nokwandisa umkhiqizo ngenkathi besheshisa ukushintshela kwabo kubuchwepheshe obuthuthukisiwe, okuhlanganisa ukukhanya kwangemuva kwe-Mini-LED kanye nezibonisi eziguquguqukayo.
Naphezu kokuba ngumkhiqizi omkhulu kunabo bonke emhlabeni wama-TFT-LCD Modules, iShayina isabhekene negebe lokuhlinzekwa kwemikhiqizo esezingeni eliphezulu, njengamamojula aqabulayo kakhulu kanye namamojula athambile kakhulu. Ngo-2024, isidingo sasekhaya safinyelela cishe kumayunithi ayizigidi ezingama-380, kanye namayunithi ayizigidi ezingama-40 amamojula esezingeni eliphezulu angeniswe ngenxa yokuthembela ezintweni ezibalulekile ezifana nama-substrate engilazi kanye nama-IC okushayela.
Ngohlelo lokusebenza, ama-smartphone ahlala eyisidingo esikhulu kunazo zonke, aqukethe u-35% wemakethe, kuyilapho izibonisi zezimoto ziyisigaba esikhula ngokushesha, okulindeleke ukuthi sibambe u-20% wemakethe ngo-2025. Izinhlelo zokusebenza ezintsha ezifana ne-AR/VR namadivayisi ahlakaniphile asekhaya nazo zinegalelo ekufunweni okuqhubekayo.
Imboni ye-TFT-LCD Module isabhekene nemingcele ebalulekile yochungechunge lokuhlinzekwa kwempahla:
Isibonisi se-Mini-LED kanye Nokwandiswa Kwesibonisi Esiguquguqukayo
Ukwamukelwa kwezibani zangemuva ze-Mini-LED kuzofinyelela ku-20%, okukhuphula amanani e-TFT-LCD Module ephezulu ngo-10%-15%;
Izikrini eziguquguqukayo zizosheshisa kuma-smartphone, okungenzeka zidlule isabelo semakethe esingu-30% ngo-2030.
Ngo-2025, imakethe yomhlaba wonke ye-TFT-LCD Module izongena esigabeni "somthamo ozinzile, ikhwalithi ekhuphukayo", nezinkampani zaseShayina zisebenzisa izinzuzo zesikali ukuze zingene ezigabeni zenani eliphezulu. Kodwa-ke, ukufeza ukwaneliseka ezintweni eziyinhloko ezisezingeni eliphezulu kusalokhu kuyinselele ebalulekile, futhi inqubekela phambili yokushintshaniswa kwekhaya izothinta kakhulu ukuncintisana kweShayina embonini yokubonisa yomhlaba wonke.
—Ukuphela—
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uLydia
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I-Wisevision
Isikhathi sokuthunyelwe: Juni-23-2025