Funsoli ndi lovuta kwambiri kuposa momwe anthu amaganizira. Kodi "chachikulu" chimatanthauza chiyani? Ndalama zonse? Ndalama za digito makamaka? Mayunitsi atumizidwa? Machitidwe pamsika? Mayankho osiyanasiyana amatuluka kutengera ma metric omwe asankhidwa.
Samsung
Samsung ndi nambala wani chonse. Amapanga chilichonse-mapanelo, tchipisi, kukumbukira, zowonetsera, ma module a LED. Samsung Display imapereka AMOLED ku theka lamakampani, kenako Samsung Electronics imapikisana ndi makasitomala omwewo omwe ali ndi zinthu zomalizidwa.
Wall Pro MicroLED yomwe idakhazikitsidwa mu 2024 inali yochititsa chidwi. Iwo akhala akukankhira mtundu wolembetsawu-zida zopangira zinthu kuphatikiza CMS kuphatikiza ma analytics olumikizidwa pamodzi. Kusuntha kwanzeru kwa ndalama zobwerezedwa.
Apa pali chinthu komabe. Lankhulani ndi aliyense amene akuchita mapulojekiti a khoma lamavidiyo a LED pa bajeti ndipo angakuuzeni mitengo ya Samsung yokha mwa 60% ya mwayi. Mwina zambiri. Opanga aku China adzatchula 30% kutsika kwazomwezo. Samsung ikutsatira gawo loyamba ndikulola wina aliyense kuti amenyane ndi ena onse.
Kugawana kwawo kwa msika wa EMEA ndi North America pazowonetsa zamalonda za LCD kwakhala kwakukulu. Deta ya IHS Markit ikuwonetsa izi nthawi zonse.
Zambiri (Zokhala ndi Caveats)
Malipoti amakampani ochokera ku Futuresource ndi AVIXA akuyika msika wapadziko lonse lapansi wazizindikiro za digito$ 31-35 biliyonikwa 2026. Mtunduwu ndi waukulu koma ndizomwe zimachitika poyesera kufotokoza zomwe zimawerengedwa ngati "chizindikiro cha digito."
Kuyerekeza molakwika komwe osewera akulu amakhala:
Samsung Electronics- pafupifupi $5-6 mabiliyoni a ndalama za digito, 18-20% gawo la msika padziko lonse lapansi. Yamphamvu mu LCD, LED, MicroLED, OLED.
LG Electronics- $3-4 biliyoni, pafupifupi 11% amagawana. OLED ndiye cholinga chawo.
Unilumini- pafupifupi $1.1 biliyoni (7.4 biliyoni RMB), nambala wani mu LED makamaka ndi 10% ya gawo limenelo.
Leyard- pafupifupi $1 biliyoni, pafupifupi 15% ya gawo la LED. Ali ndi Planar ku North America zomwe ndizofunikira.
Sony- ndizopusitsa chifukwa amasonkhanitsa ziwonetsero zamaluso ndi zida zowulutsira muzandalama zawo. Ndalama zokwana $1.5-2 biliyoni zilipo koma zikuphatikizanso zinthu zopanda zikwangwani.
Mawonekedwe a Wall Video ya LED
Apa ndi pamene zinthu zikusintha mofulumira kwambiri.
Unilumin adadutsa Leyard muzopeza mu 2023. Malipoti awo apachaka akuwonetsa, ziwerengero za Omdia zimatsimikizira. Leyard anali mtsogoleri wosatsutsika posachedwa.
Chifukwa chiyani Unilumin idapezeka? Fakitale yawo ya Shenzhen imakhala yokhazikika kwambiri. Iwo adakulitsanso 30% mu 2024. Malire awo akunja ndi okwera kwambiri kuposa akunyumba. Kusiyanaku kukuwonetsa kuti sakupikisananso pamitengo padziko lonse lapansi. Ma premium ena akuwonekera.
Konsati ya Adele ku Munich mu 2024? Chophimba chachikulu cha 4,000 square mita LED chomwe chili ndi mbiri ya Guinness? Unilumin adapanga izi. Kutsatsa kwabwino.
Leyard wakhala akupanga ma LED kwazaka zopitilira 20, adachita upainiya wabwino-pitch LED, ali ndi maubwenzi ozama m'zipinda zowongolera ndi malo owongolera. Planar acquisition mu 2015 inali yanzeru-inawapatsa mtundu waku North America m'malo mongoyesa kukankhira dzina la Leyard mwachindunji.
Ulusi wodziwika ndi makampani onsewa ndi kuwongolera kwa chain chain. Tchipisi za LED, ma driver IC, kupanga-makamaka mu-nyumba. Mitengo yotsika poyerekeza ndi mpikisano waku Korea kapena Japan.
Koma zoopsa zake ndi zenizeni. Makasitomala ena amanena mosapita m'mbali kuti "palibe mtundu waku China" ngakhale zomwe zili bwino komanso mtengo uli wotsika. Mkhalidwe woterewu wa geopolitical sukupita.
LG Strategy
LG ndi nambala 2.
Kupita patsogolo-ku-kutsogola ndi Samsung pachilichonse sikungakhale kwanzeru. Iwo alibe kuphatikizika ofukula kapena sikelo. Chifukwa chake amabetcha kwambiri OLED m'malo mwake.
Zikugwira ntchito. LG Display ndiyo yokhayo yomwe imagulitsa-mapanelo akuluakulu a OLED padziko lonse lapansi. Izi sizikusintha posachedwapa-kumanga mphamvu za OLED kumatenga zaka zambiri komanso ndalama zambiri. Transparent OLED ndiyomwe yakhala yosasinthika-pamawindo otsika kwambiri. Masitolo a Apple, Louis Vuitton, malo amtunduwu.
Adagula Navori Labs koyambirira kwa 2024-The Verge inanena kuti pafupifupi $200 miliyoni-ndipo tsopano ali ndi nkhani yamapulogalamu yoti afotokoze pamodzi ndi zida. Business Cloud CMS idakhazikitsidwa chaka chomwecho.
Choyipa chake ndi kuchuluka kwa OLED kumakakamizidwa. LG Display ili ndi mizere yaying'ono yochepa chabe ndipo kukulitsa ndikodekha komanso kokwera mtengo. Ndipo asiya kupikisana mu makoma a kanema wa LED mwachindunji.
Wosewera wachiwiri pamsika uliwonse ayenera kupeza kagawo kakang'ono komwe angakhale nambala wani, kapena kudyedwa pang'onopang'ono ndi mtsogoleri. LG idasankha kusiyanitsa. Mpaka pano zikugwira ntchito.
Masanjidwe
Malinga ndi ndalama zonse za digito:Samsung, LG, Sony, Unilumin, Leyard
Ndi ndalama zamakhoma avidiyo a LED:Unilumin, Leyard, Samsung
Ndi LCD zowonetsa zamalonda:Samsung, LG, NEC/Sharp
Sony Crystal LED ili ndi mawonekedwe abwino kwambiri. Koma ndi pamtengo wopangira mafilimu komanso makampani okwera-. Iwo sakuyesera kupikisana pa voliyumu.
Zomwe Zidzasokoneza Zinthu
Geopolitics ndiye chinthu chachikulu. Opanga aku China amalamulira China kwathunthu. Atha kutsekedwa kunja kwa boma la US ndi ntchito zachitetezo kwathunthu. Europe ikukhala bwalo lankhondo. Kukhazikitsidwa kwa CHIPS Act mu 2024 komanso kufufuzidwa kwamitengo ya EU pa ma EV aku China kumasokonekera pakuchepa kwaukadaulo.
Kuchepetsa mtengo wa MicroLED ndiye funso laukadaulo. Ngati mtengo watsika kwambiri, umasinthiratu chilichonse.
Ndani Wamkulu?
Zimatengera tanthauzo.
Ndalama zonse:Samsung. Ngakhale chizindikiro cha digito ndi cholakwika chozungulira Samsung ngati kampani.
Ndalama za digito makamaka:Komabe Samsung, LG yachiwiri. Gap ikhoza kuchepa.
Makoma avidiyo a LED:Unilumin nambala wani, Leyard wachiwiri.
LCD malonda:Samsung.
Samsung ili ndi malo amphamvu kwambiri padziko lonse lapansi mu 2026, koma m'makoma a makanema a LED makamaka-lomwe ndi gawo la kukula-opanga opanga ku China akutsogola.
