Lub koom haum tshawb fawb kev lag luam DSCC (Display Supply Chain Consultants) tau tshaj tawm tsab ntawv tshaj tawm tshiab hais tias nrog Samsung Display (SDC) thiab LG Display (LGD) txiav tawm cov khoom siv LCD saib, nws cia siab tias lub ntiaj teb LCD tsim muaj peev xwm yuav poob los ntawm 2023.
Tam sim no, kev sib cais hauv tsev tau dhau los ua ib qho qauv, thiab qhov kev thov rau cov khoos phis tawj laptop, LCD TVs thiab lwm yam khoom lag luam tau nce siab, ua rau kev muag khoom ntawm LCD panels txuas ntxiv mus.Tsis tas li ntawd, MiniLED backlight thev naus laus zis tau txhim kho LCD kev ua tau zoo, ntxiv rau qhov sib txawv ntawm LCD thiab OLED hauv high-end IT thiab TV lag luam.Raws li qhov tshwm sim, LCD cov nqi tseem nyob twj ywm siab, thiab cov neeg tsim khoom tau nrhiav kev nthuav dav ntau lawm.
Txawm li cas los xij, DSCC kwv yees tias raws li cov khoom lag luam txhim kho thiab qhov tsis txaus ntawm cov khoom xws li iav thiab cov tsav tsheb ICs raug daws, cov nqi ntawm LCD panels yuav pib poob los ntawm qhov kawg ntawm 2021 los yog thaum ntxov 2022. Txawm li cas los, nyob rau hauv view ntawm qhov tseeb hais tias SDC. thiab LGD thaum kawg yuav txiav tawm LCD ntau lawm, nws cia siab tias LCD ntau lawm muaj peev xwm yuav poob los ntawm 2023, uas yuav inhibit tus nqi ntxiv.
DSCC tau taw qhia tias xyoo 2020, lub peev xwm tsim khoom ntawm LCD ntawm Kaus Lim Kauslim cov tuam txhab lag luam yuav suav txog 13% ntawm tag nrho lub ntiaj teb LCD tsim muaj peev xwm.SDC thiab LGD thaum kawg yuav kaw South Kauslim lub peev xwm ntawm LCD.
Txawm li cas los xij, vim muaj kev xav tau ntawm kev lag luam muaj zog, ob lub tuam txhab South Kauslim tau tawm ntawm LCD ua lag luam tom qab tshaj li qhov xav tau.Ntawm lawv, SDC xav tias yuav kaw tag nrho nws lub peev xwm LCD los ntawm qhov kawg ntawm 2021, thiab LGD xav tias yuav kaw tag nrho cov peev txheej tsim tawm tshwj tsis yog P9 thiab AP3 thaum kawg ntawm 2022. Qhov no yuav ua rau LCD vaj huam sib luag nqi nce ntxiv thaum kawg ntawm 2022 lossis 2023.
Txawm li cas los xij, tsab ntawv ceeb toom tau taw qhia tias vim tias ntau tus neeg tsim vaj huam sib luag hauv Suav teb tab tom nqis peev hauv kev nthuav dav, nws cia siab tias LCD cov peev txheej yuav nce 5% los ntawm 2024, lossis ib puag ncig tshiab ntawm tus nqi poob yuav pib.
Lub sij hawm xa tuaj: Plaub Hlis-22-2021