Raws li cov txheej txheem ntawm micro network cov ntaub ntawv, cov khoom siv saw tau qhia tias tsis ntev los no, Huaqiang North xov tooj ntawm tes nrog LCD kho lub vijtsam tsav tsheb nti (TDDI) pib nce nqi, nce mus txog 50%.
Nkag mus rau 2023, lub lag luam smartphone tseem qeeb.Raws liTiburon Consulting, nws coincides nrog lub caij xav tau qis, thiab kev lag luam xav tau tseem tsis tau zoo heev, cov khoom siv smartphone yuav tseem poob rau thawj peb lub hlis twg ntawm 2023, kwv yees li ntawm 251 lab units.Thiab IDC tsab ntawv tshaj tawm tshiab qhia tau hais tias qhov cuam tshuam ntawm kev lag luam tsis paub tseeb thiab kev nce nyiaj nce siab, txo qis lub ntiaj teb kev xa khoom ntawm lub xov tooj smartphone tau kwv yees xyoo no, los ntawm qhov kev xav tau txhua xyoo kev loj hlob ntawm 2.8%, qhia txog kev lag luam poob qis, txog 1.1% txhua xyoo kev xa khoom poob kuj poob rau. 1.19 billion units.
Vim qhov kev xav tau ntawm kev lag luam tsis muaj zog, cov neeg tsav tsheb chip tsim cov khoom muag los ntawm xyoo tas los yuav txuas ntxiv mus rau thawj peb lub hlis twg ntawm lub xyoo no.Nws tau nkag siab tias muaj ntau cov khoom muag ntawm cov khoom siv tsav chip xyoo tas los, Aptar tau lees paub cov khoom muag poob thiab tsis ntseeg poob hauv peb lub hlis twg ntawm xyoo tas los, tag nrho ntawm 2.497 billion NTD;Weir shares yuav tsum muab rau cov khoom muag poob txog li 1.34 billion rau 1.49 billion NTD xyoo tas los.
Tam sim no, xov tooj ntawm tes hom manufacturers rub lub zog tsis txaus, tsav nti nqi tseem nyob rau theem qis.Cov kws tshuaj ntsuam tau taw qhia tias hauv kev lag luam xov tooj ntawm tes, tus nqi nruab nrab ntawm cov xov tooj ntawm tes tsav tsheb chips tau poob ntawm $ 3 xyoo tas los mus rau $ 1.3, thiab txog tam sim no tau khaws cia li ntawm $ 1.3.DAMOcia siab tias TDDI cov nqi tseem yuav poob 0-5% hauv Q2, nqaim los ntawm 5-10% poob hauv Q1;OLED saib, tus nqi kuj tseem ruaj khov vim muaj kev nkag mus thiab kev txwv tsis pub nce hauv cov khoom tsim khoom.
Tab sis kev kho tshuaj ntsuam kev lag luam tsav nti tsis ntev los no tau pib nce nqi.Nws tau tshaj tawm tias kev kho lub vijtsam tsav tsheb nti xyoo tas los, qhov kev thov poob rau $ 1.2, tab sis tsis ntev los no tau nres thiab nce mus rau $ 1.4-1.8, qhov siab tshaj plaws nce ntawm 50%.
Cov chaw muab khoom siv tau taw qhia tias qhov nthwv dej ntawm lub xov tooj ntawm tes tu lub vijtsam tsav nti tus nqi nce tsis yog vim qhov kev thov rov qab los, tab sis cov saw hlau ntawm kev pab tus kheej.Txij li thaum kawg ntawm xyoo tas los txog rau thaum pib ntawm lub xyoo no, lub xov tooj ntawm tes kho lub vijtsam tsav tsheb nti tus nqi tau khaws cia qis, cov tuam txhab lag luam nyob hauv lub xeev poob mus ntev.Txhawm rau txhim kho cov teeb meem kev lag luam thiab nce cov txiaj ntsig, cov tuam ntxhab coincidentally tsa tus nqi ntawm lub xov tooj ntawm tes kho lub vijtsam tsav tsheb nti.
Txawm li cas los xij, lub xov tooj ntawm tes kho lub vijtsam tsav tsheb nti kev lag luam yog qhov me me piv rau tag nrho kev ua lag luam, thiab nws cov nqi nce yuav tsis ua rau lub khw muag khoom nce.Thiab vim tias qhov kho qhov screen tsav nti nqi nthwv dej tsis tau tsav los ntawm kev thov, tab sis kuj tsis muaj qhov xwm txheej ntev.Cov kws tshuaj ntsuam tau taw qhia tias yog tias lub xov tooj ntawm tes ua lag luam tsis sov, xav tias lub Rau Hli - Lub Yim Hli kho cov tshuaj ntsuam xyuas tus nqi yuav tsis tuaj yeem nce ntxiv, thiab tej zaum yuav poob qis.
Tam sim no, LCD xov tooj ntawm tes vaj huam sib luag tus nqi yog nyob rau theem qis, thiab kev ua lag luam kuj yuav hloov tauOLEDnyem, LCD manufacturers tseem yuav poob nyiaj hauv thawj peb lub hlis twg.Kev cuam tshuam los ntawm qhov no, LCD tsav tsheb nti nqi kuj nyuaj heev los nce.Cov kws tshuaj ntsuam ntseeg tias lub xeev zoo tshaj plaws ntawm lub xov tooj ntawm tes LCD tsav nti cov tuam txhab xyoo no tsis tau txais lossis poob.
Post lub sij hawm: Mar-20-2023