New Display Industry Trends
Tso lus
1. Txheej txheem cej luam ntawm cov zaub tshiab
Kev faib tawm
Cov zaub tshiab hais txogLCD(kua siv lead ua zaub), lub cim siab OLED (organic light-emitting diode), AMOLED (active matrix organic light-emitting diode), Mini/Micro-LED (micro light-emitting diode), QLED (electroluminescent quantum dots), printed display , laser zaub, 3D (peb-dimensional) zaub, holographic zaub, hluav taws xob ntawv Flexible zaub, graphene zaub thiab lwm yam technologies.
Tso saib kev tsim kho technology keeb kwm
Saib rov qab los ntawm keeb kwm ntawm kev tsim kho thev naus laus zis, nyob ib puag ncig 2000 xim lub raj siv tshuab (CRT) yog qhov nyuaj rau kev ua kom tau raws li qhov xav tau ntawm kev siv, lub vaj huam sib luag tiaj tiaj (FPD) nyob rau theem keeb kwm, nyob ib ncig ntawm 2010 nyias zaj duab xis transistor kua siv lead ua zaub (TFT- LDC) tau dhau los ua lub ntsiab lus tseem ceeb. Nyob rau tam sim no, raws li nyias zaj duab xis transistors thiab electroluminescent technology kev vam meej, active organic teeb-emitting zaub (AMOLED) yog sai sai. Nyob rau tib lub sijhawm, raws li cov tuam txhab thev naus laus zis tam sim no thiab cov kws tshawb fawb nthuav dav qhov txuas ntxiv, thiab tas li tso cov duab laser, quantum zaub, graphene zaub, thiab lwm yam khoom siv thev naus laus zis tshiab, ua kom muaj txiaj ntsig zoo ntawm cov thev naus laus zis matrix.
2. Kev lag luam saw
Industrial saw qauv
Raws li cov ntaub ntawv, cov khoom tshiab kev lag luam saw cov qauv nce mus rau kev txhim kho / etching, iav substrate, nrhiav kom tau, ntim cov ntaub ntawv, txheej / ntim, tsav tsheb IC, kua siv lead ua cov ntaub ntawv, Circuit Court boards, thiab lwm yam .; midstream rau LED vaj huam sib luag, OLED vaj huam sib luag, LCD vaj huam sib luag, thiab lwm yam .; downstream kev lag luam rau daim ntawv thov thaj chaw, feem ntau yog rau cov xov tooj ntawm tes, VR / AR, wearable li, automotive zaub, tiaj / zaub, laser projection, thiab lwm yam.
nram qab teb
Tuam Tshoj tus tshiab zaub kev lag luam downstream lub ntsiab daim ntawv thov thaj chaw rau smartphone cov ntxaij vab tshaus thiab ntsiav tshuaj PC, thiab lwm yam. Nrog rau lub teb chaws network infrastructure kev tsim kho thiab kho kom zoo dua, Tuam Tshoj tus neeg siv smartphone scale yog nyob rau hauv ib tug ruaj khov upward trend, shipments txuas ntxiv mus, thiab kom deb li deb Tuam Tshoj muaj lub ntiaj teb no. thawj lub lag luam loj hauv smartphone. Raws li cov ntaub ntawv, nyob rau hauv 2021, Tuam Tshoj lub smartphone xa khoom ntawm 329 lab, thiab ntsiav tshuaj PC xa khoom ntawm 284 lab.
3. Tuam Tshoj txoj kev tsim kho tshiab cov xwm txheej
Kev lag luam nplai
Raws li qhov loj tshaj plaws vaj huam sib luag tsim puag thiab R & D daim ntawv thov cheeb tsam, Tuam Tshoj tau dhau los ua lub cav tseem ceeb rau kev txhim kho kev lag luam thoob ntiaj teb. Qhov ntsuas ntawm Tuam Tshoj txoj kev lag luam zaub tshiab tau txuas ntxiv loj hlob hauv kaum xyoo dhau los lossis yog li ntawd. Raws li cov ntaub ntawv, qhov ntsuas ntawm Tuam Tshoj txoj kev lag luam zaub tshiab qhia tau hais tias qhov nce xyoo ntawm lub xyoo, los ntawm 275.8 billion yuan hauv 2017 txog 586.8 billion yuan hauv 2021, nce 31.57 feem pua los ntawm 2020.
Kev faib tawm hauv cheeb tsam
Los ntawm cov kev teeb tsa hauv cheeb tsam, Tuam Tshoj txoj kev lag luam tshiab tau tsim plaub pawg kev lag luam loj hauv Beijing Ring, cheeb tsam Yangtze River Delta, Pearl River Delta cheeb tsam, thiab thaj chaw nruab nrab thiab sab hnub poob. Ntawm lawv, cheeb tsam Pearl River Delta muaj peev xwm tsim tau ntau tshaj plaws, nrog rau 107.46 lab square meters hauv 2022; thaj tsam Central thiab Western nyob rau qib thib ob ntawm kev tsim muaj peev xwm, nrog rau 70.69 lab square meters, Yangtze River Delta cheeb tsam muaj 51.45 lab square meters, thiab thaj tsam Beijing Ring muaj 10.52 lab square meters.
Cov khoom tseem ceeb tso zis
Cov khoom tseem ceeb ntawm Tuam Tshoj txoj kev lag luam tshiab yog LED zaub vaj huam sib luag thiab OLED zaub vaj huam sib luag, raws li cov ntaub ntawv, LCD vaj huam sib luag ntau lawm tau nce los ntawm 56.14 lab square meters hauv 2017 txog 97.33 lab square meters hauv 2021, thiab OLED zaub vaj huam sib luag ntau lawm tau nce los ntawm 530, 000 square meters hauv 2017 txog 2.27 lab square meters hauv 2021.
4. Tuam Tshoj tus tshiab zaub kev lag luam kev lag luam kev sib tw qauv
Kev ua lag luam kev sib tw qauv
Raws li cov ntaub ntawv, cov tuam txhab tseem ceeb hauv Tuam Tshoj txoj kev lag luam OLED yog Samsung, LG, BOE, SZTMC, Huaxing Optoelectronics, Hehui Optoelectronics, thiab Visionox, uas nws cov lag luam hauv Suav teb BOE muaj qhov hnyav tshaj plaws, suav txog 21 feem pua, yog lub lag luam tseem ceeb hauv Tuam Tshoj txoj kev lag luam OLED, SZTMC suav txog 4 feem pua, Huaxing Optoelectronics suav txog 5 feem pua, Hehui Optoelectronics suav txog 3 feem pua thiab Visionox suav txog 7 feem pua.
Lub tuam txhab tseem ceeb hauv kev sib tw ua lag luam qauv ntawm Tuam Tshoj txoj kev lag luam LED yog BOE, Huaxing Optoelectronics, Quntron Optoelectronics, AUO, thiab Huike, ntawm cov uas BOE suav rau qhov hnyav tshaj plaws, 29 feem pua, yog cov lag luam tseem ceeb hauv Tuam Tshoj txoj kev lag luam LED, Huaxing Optoelectronics accounts. rau 16 feem pua, Quntron Optoelectronics tso nyiaj rau 11 feem pua, AUO account rau 10 feem pua, Huike account rau 9 feem pua, thiab lwm yam lag luam account rau 25 feem pua.
Kev txheeb xyuas tseem ceeb ntawm kev lag luam
BOE yog lub tuam txhab tseem ceeb hauv Tuam Tshoj txoj kev lag luam zaub tshiab, nws cov LED thiab OLED kev lag luam sib koom yog qhov hnyav tshaj plaws, raws li lub tuam txhab daim ntawv tshaj tawm txhua xyoo, BOE cov khoom lag luam cov nyiaj tau los nce xyoo los ntawm lub xyoo, txij li thawj ib nrab ntawm 2022, BOE tso saib cov nyiaj tau los ntawm kev lag luam. 80.64 billion yuan, kev lag luam suav txog 90.21 feem pua.
5. Kev txhim kho yav tom ntej ntawm Tuam Tshoj cov zaub tshiab
Nrog rau txoj kev loj hlob ntawm Tuam Tshoj txoj kev lag luam digital, kev lag luam tso saib kev lag luam loj hlob hauv kev lag luam kev lag luam, nws cov kev lag luam digital ua rau kev lag luam tshiab kom nrawm rau kev txhim kho, nrog rau kev txhim kho zoo ntawm kev lag luam zaub tshiab, nws yuav yog lub lag luam loj loj rau kev muaj tiag. cov ntaub ntawv thiab cov khoom siv, lub neej yav tom ntej ntawm Tuam Tshoj tus tshiab kev lag luam kev lag luam innovation kom nrawm, daim ntawv thov maj diversified, txoj kev loj hlob zeem muag yog dav.