NeKudyara uye kuvaka kweChina mukuvaka kweiyo indasitiri yekuratidzira mumakore achangopfuura, China yave imwe yepasirese mapaneru vagadziri, kunyanya muLCD panel indasitiri, China ndiye mutungamiri.
Panyaya yemari, mapaneru eChina akaverengera 41.5% yemusika wepasi rose muna 2021, achipfuura yaimbova hegemon South Korea ne33.2%. Kunyanya, maererano neLCD mapaneru, vagadziri veChinese vakunda 50.7% yemugove wepasi rose. South Korea inoramba ichitungamira mumunda weOLED mapaneru, ine chikamu chepasi rose che82.8% muna 2021, asi chikamu cheOLED chemakambani ekuChina chakawedzera nekukurumidza.
Nekudaro, kukwanisa kuwana musika wakakura zvakadaro hauparadzaniswe kubva pakuwedzera kwenguva refu uye kutaurirana kwemakambani epamba mapaneru. Denda risati rasvika, mutengo wemapaneru waive wakaderera, uye makambani madiki madiki akapona mukutsemuka kwemabhizinesi makuru, asi nekuramba kuderera kwemitengo yepaneru, makambani mazhinji epaneru akatarisana nemamiriro ekusaita mari kana kurasikirwa. mari.
Iyo LCD (liquid crystal) TV pani yekugadzira huwandu hwemafekitori eChinese inoramba ichivhurika, uye kupa kunofashama pasirese, zvichikonzera kutengesa kazhinji kwemitengo yeLCD.
Sekureva kwenhau dzeWit Display, mwedzi mina yekutanga kusanganisira North America uye kumwe kudzikira kwekutengesa kweTV, pamwe nematambudziko ekutsvaga zvakabuda, kudzikira kwemapaneru eTV muna Chivabvu kwakawedzera, mutevedzeri wemutungamiri weTrendForce Qiu Yubin akati mapaneru eTV ari pasi pe55 inches ane. mwedzi mumwechete wekuderera kwe2 kusvika ku5 US madhora.
Kunyangwe hukuru hwakawanda hwasvika pamutengo wemari, asi kudiwa kwekupedzisira hakuna kunaka, kuderedzwa kwekugadzira fekitori kwepaneru kunogumira, uye kudzvanywa kwekuwandisa kuchiri kukuru, zvichikonzera kuwedzera kwekuderera kwemutengo muna Chivabvu. Muchikamu chechipiri, mapaneru makuru akaenderera mberi achiderera, uye vagadziri vepaneti vanogona kurasikirwa nemari mumwedzi mumwe chete, uye kushandiswa kwekushanda kwakawedzera zvakanyanya.
South Korea Economic Daily yakashuma pa2nd, vemukati vakaratidza kuti kutanga mwedzi uno, LGD yeSouth Korea Paju chirimwa neChina cheGuangzhou chirimwa chichacheka LCD musangano wekugadzira mutsara wegirazi substrate kugadzirwa, kambani yeLCD TV pani inobuda muhafu yechipiri yegore. ichave inopfuura 10% yakaderera pane hafu yekutanga yegore.
Mafekitori eChinese kugadzirwa kwakawanda, pamutengo wakakwikwidza kwazvo kutora musika, kuitira kuti pasi rose LCD TV panel quotation irambe ichidzikira, LGD yakakundwa, yakasarudza kuderedza zvakanyanya kugadzirwa. Izvi zvisati zvaitika, imwe fekitori yekuKorea, Samsung Display, yakanga yazivisa kuti yaizobuda mubhizinesi reLCD mukupera kwa2022 nekuda kwekuderera kwepurofiti. Kune zvakare Mitsubishi, Panasonic nemamwe makambani mugore rapfuura zvakare akashuma kudzikiswa kana kumiswa kwekugadzirwa kweLCD yavo yekugadzira mapaneru.
Samsung, LGD, Panasonic nemamwe mabhizinesi ane LCD mapaneru ekugadzira mitsara akatengesa uye akamisa kugadzirwa, izvo zvakaita kuti China ive nyika huru muLCD mapaneru ekutumira. Aya aimbova mahofori makuru akasarudza kutenga mapaneru eLCD kubva kuChina mushure mehuwandu hukuru hwezvigadzirwa kana kuchekwa kwekugadzira, izvo zvakaitawo kuti IYO LCD pani yekugadzira hunyanzvi uye kupa padyo nemusoro weChina brand.
Muchokwadi, kubva pakusimuka kweChina LCD kugadzirwa kwepaneru, ine hukuru hukuru pane iyo pateni yepasi rose LCD panel supply. Kunyanya, mabhizinesi epaneru epamusoro anotungamirwa neBOE neHuaxing Optoelectronics akakura nekukurumidza mukutakura mumakore achangopfuura. BoE, Huaxing Optoelectronics, Huike vatatu vanogadzira misoro muhafu yekutanga ye2021 LCD TV pani yekutumira nzvimbo yakaverengera 50.9% yenzvimbo yese yepasirese yekutumira panguva ino.
Zvinoenderana nedata kubva kuLOTTO Technology (RUNTO), muna 2021, iyo yakazara kutakura yepasi-based mapaneru mafekitori akasvika 158 miriyoni zvimedu, zvichiverengera 62%, nhoroondo nyowani yakakwirira, kuwedzera kwe7 muzana mapoinzi pamusoro pe2020. kwete chete kubva mukutora, asiwo kubva mukuwedzera kweiyo mainland kugadzirwa kwesimba pachayo, uye nzvimbo yepakati yegiravhiti yelcd mapaneru yakatamira kuChina.
Kunyangwe zvichiita sekunge China indasitiri yeLCD indasitiri iri kukura, indasitiri iri kutarisana nematambudziko mazhinji.
Chekutanga, iyo LCD TV dividend yakapotsa yanyangarika. Kunyange zvazvo ikozvino munharaunda yose yeTV, kutengesa kwehuwandu uye huwandu hweLCD TV yakakura kwazvo, inodarika 80% yeTV yose inotumirwa. Kunyangwe iyo vhoriyamu yakakura, asi isu tese tinoziva kuti LCD pani kana TV haiite mari kana kurasikirwa nemari, kune mapaneru emabhizinesi, iyo lcd panel dividend yave kuda kunyangarika.
Kechipiri, hunyanzvi hwekuratidzira tekinoroji inodzingirirwa uye yakavharwa. Sezvambotaurwa, Samsung, LGD uye mamwe makambani epaneru yemusoro anosarudza kumisa kugadzira kana kuderedza lcd mapaneru, kusaita mari kana kurasikirwa kune rumwe rutivi, kune rumwe rutivi, zvinotarisirwa kuisa mari yakawanda uye manpower mukugadzira. yemapaneru ehunyanzvi ekuratidzira tekinoroji, akadai seOLED, QD-OLED uye QLED.
Pasi pechikonzero chekuenderera mberi kwekukura kweaya matsva ekuratidzira matekinoroji, iko kudzikisira chiyero cheLCD TV kana cheni dzemaindasitiri, uye nzvimbo yekugadzira yeLCD mapaneru inogara yakatsikirirwa, zvinova zvakare dambudziko guru kumabhizinesi eChina eLCD mapaneru.
Kazhinji, China yeLCD panel indasitiri chain iri kukura, asi kukwikwidza uye kumanikidza kunenge kuchiwedzera.
Nguva yekutumira: May-30-2022