Lo mbuzo unzima kakhulu kunokuba abantu becinga. Ithetha ukuthini "enkulu"? Iyonke ingeniso? Ingeniso yemiqondiso yedijithali ngokukodwa? Iiyunithi zithunyelwe? Ukwabelana kwimakethi? Iimpendulo ezahlukeneyo ngokupheleleyo zivela ngokuxhomekeke kwi-metric ekhethiweyo.
Samsung
I-Samsung yinombolo enye iyonke. Benza yonke into-iipaneli, iitshiphusi, inkumbulo, imiboniso, iimodyuli ze-LED. I-Samsung Display inikezela nge-AMOLED kwisiqingatha soshishino, kwaye emva koko i-Samsung Electronics ikhuphisana nabo bathengi abafanayo ngeemveliso ezigqityiweyo.
IWall Pro MicroLED eyasungulwa ngo-2024 yayinomtsalane. Baye batyhala le modeli yomrhumo{2}}izixhobo zekhompyutha kunye neCMS kunye nohlalutyo oludityanisiweyo. Intshukumo ehlakaniphile yengeniso eqhubekayo.
Nantsi into kodwa. Thetha nabani na owenza iiprojekthi zodonga lwevidiyo ye-LED kuhlahlo lwabiwo-mali kwaye baya kukuxelela amaxabiso e-Samsung ngokwabo ngaphandle kwe-60% yamathuba. Mhlawumbi ngaphezulu. Abavelisi baseTshayina baya kucaphula i-30% ephantsi kwii-specs ezifanayo. I-Samsung ilandela icandelo leprimiyamu kwaye ivumela wonke umntu ukuba alwe ngokuseleyo.
Isabelo sabo semakethi ye-EMEA kunye noMntla Melika kwimiboniso yentengiso ye-LCD ibiyeyona iphambili. Idatha ye-IHS Markit ibonisa oku ngokuqhubekayo.
Enye iDatha (EneeCaveats)
Iingxelo zeshishini ezivela kwi-Futuresource kunye ne-AVIXA zibeka imarike yeempawu zedijithali kwihlabathiI-31-35 yeebhiliyoni zeedolango-2026. Olo luhlu lubanzi kodwa yiloo nto eyenzekayo xa uzama ukuchaza okubalulekileyo njenge "signage digital."
Uqikelelo olurhabaxa apho bahlala khona abadlali abakhulu:
Samsung Electronics- malunga ne-5-6 yeebhiliyoni zeedola kwingeniso yemiqondiso yedijithali, i-18-20% yesabelo semarike kwihlabathi jikelele. Yomelele kwi-LCD, i-LED, i-MicroLED, i-OLED.
LG Electronics- $3-4 billion, malunga 11% isabelo. I-OLED yingqwalasela yabo.
Unilumin- malunga ne-1.1 yeebhiliyoni zeedola (i-7.4 yezigidigidi ze-RMB), inani elinye kwi-LED ngokukodwa nge-10% yelo candelo.
Leyard- malunga ne-1 yeebhiliyoni zeedola, malunga ne-15% yecandelo le-LED. Baphethe iPlanar kuMntla Melika obalulekileyo.
uSony- inenkohliso kuba baqokelela imiboniso yobuchwephesha kunye nezixhobo zokusasaza kwiimali zabo. I-$1.5-2 yebhiliyoni yamanani ikhona kodwa ibandakanya iimveliso ezingezizo iimpawu.
Imo yoDonga lweVidiyo yeLED
Apha kulapho izinto zitshintsha ngokukhawuleza khona.
I-Unilumin idlule i-Leyard kwingeniso kwi-2023. Iingxelo zabo zonyaka zibonisa, izibalo ze-Omdia ziqinisekisa. ULeyard wayeyinkokeli engaphikiswayo kungekudala.
Kwakutheni ukuze i-Unilumin ibambe? Umzi-mveliso wabo waseShenzhen uzenzekela kakhulu. Bandise umthamo nge-30% ngo-2024. Imida yabo yaphesheya iphezulu ngokubonakalayo kuneyasekhaya. Umsantsa ubonisa ukuba abasakhuphisani ngexabiso kumazwe ngamazwe. Enye iprimiyamu yohlobo iyavela.
Ngaba ikhonsathi ka-Adele eMunich ngo-2024? Isikrini esikhulu se-4,000 semitha yesikwere se-LED esifumene irekhodi le-Guinness? Unilumin yakwenza oko. Intengiso elungileyo.
I-Leyard isenza i-LED ngaphezulu kweminyaka engamashumi amabini, inguvulindlela othe ngxi-i-LED entle, inobudlelwane obunzulu kumagumbi olawulo kunye namaziko okuyalela. Ukufunyanwa kwePlanar ngo-2015 kwakukrelekrele-kwabanika uphawu lwaseMntla Melika endaweni yokuzama ukutyhala igama leLeyard ngokuthe ngqo.
Intambo eqhelekileyo kunye neenkampani zombini lulawulo lwekhonkco lokubonelela. Iitshiphusi ze-LED, ii-ICs zomqhubi, ukuveliswa-kakhulu-endlwini. Iindleko eziphantsi kunabakhuphisana baseKorea okanye baseJapan.
Kodwa iingozi ziyinyani. Abanye abathengi batsho ngokucacileyo ukuba "akukho zimpawu zaseTshayina" nokuba i-specs ingcono kwaye ixabiso lisezantsi. Loo meko ye-geopolitical ayihambi.
Isicwangciso se-LG
I-LG inamba yesibini.
Ukuya entloko-i{1}}intloko kunye ne-Samsung kuyo yonke into ayizukuba bubulumko. Abanalo udibaniso oluthe nkqo okanye isikali. Ke babheja kakhulu kwi-OLED endaweni yoko.
Iyasebenza. I-LG Display kuphela komthengisi{1}}efomathi enkulu yeephaneli zeOLED kwihlabathi jikelele. Oko akutshintshi kungekudala{3}}ukwakha umthamo we-OLED kuthatha iminyaka kunye notyalo-mali olukhulu. I-OLED eNgaphandle ibe yinto ehlala ihleli kwi{5}}iifestile zokuthengisa eziphakamileyo. Iivenkile ze-Apple, uLouis Vuitton, olo hlobo lwendawo.
Bathenge iiLabhu zeNavori ekuqaleni kuka-2024 -I-Verge yabika malunga needola ezingama-200 ezigidi-kwaye ngoku banebali lesoftware abalibalisa ecaleni kwehardware. I-CMS ye-Business Cloud yasungulwa kwangaloo nyaka.
I-downside yi-OLED umthamo uyanyanzeliswa. Isiboniso se-LG sinemigca -emikhulu embalwa kuphela kwaye ukwandiswa kuyacotha kwaye kuyabiza. Kwaye baye bancama ukukhuphisana kwiindonga zevidiyo ze-LED ngokuthe ngqo.
Umdlali wesibini kuyo nayiphi na imarike kufuneka afumane i-niche eyahlukileyo apho anokuba yinombolo enye, okanye ngokukhawuleza adliwe yinkokeli. LG yakhetha umahluko. Ukuza kuthi ga ngoku iyasebenza.
Uluhlu
Ngengeniso yemiqondiso yedijithali iyonke:Samsung, LG, Sony, Unilumin, Leyard
Ngengeniso yodonga lwevidiyo ye-LED:Unilumin, Leyard, Samsung
Ngokuthunyelwa kwe-LCD kwentengiso:Samsung, LG, NEC/Sharp
I-Sony Crystal LED inomgangatho womfanekiso omangalisayo. Kodwa ixabisa imveliso yefilimu kunye{1}}nesiphelo esiphezulu. Abazami kukhuphisana ngevolumu.
Yintoni Eya Kugungqisa Izinto
I-Geopolitics yinto enkulu. Abavelisi baseTshayina balawula iTshayina ngokupheleleyo. Banokuthi bavalelwe kurhulumente wase-US kunye neeprojekthi zokhuselo ngokupheleleyo. IYurophu isiba yindawo yokulwa. Ukuphunyezwa koMthetho we-CHIPS ngo-2024 kunye nophando lwamaxabiso e-EU kwii-EVs zaseTshayina zalatha ekuyekisweni kobugcisa obungakumbi.
Ukunciphisa iindleko zeMicroLED luphawu lombuzo weteknoloji. Ukuba iindleko zehla ngokukhawuleza zihlenga-hlengisa yonke into.
Ngubani Omkhulu?
Kuxhomekeke kwingcaciso.
Iyonke ingeniso:Samsung. Nangona imiqondiso yedijithali iyimpazamo ejikelezayo ye-Samsung njengequmrhu.
Ingeniso yemiqondiso yedijithali ngokukodwa:Kusenjalo Samsung, LG yesibini. Umsantsa unokucutheka.
Iindonga zevidiyo ze-LED:Unilumin inombolo enye, Leyard yesibini.
I-LCD yorhwebo:Samsung.
Isamsung inesona sikhundla sinamandla kwihlabathi liphela ngo-2026, kodwa kwiindonga zevidiyo ze-LED ngokukodwa-ezingamandla okukhula{2}}abavelisi baseTshayina abaphambili.
