Iki kibazo kiragoye kuruta uko abantu biyumvira. None "ikinini" bisobanura iki? Amafaranga yose yinjiye? Amafaranga yinjira mu bimenyetso vy’ubuhinga bwa none cane cane? Ivyiyumviro vyarungitswe? Umugabane w’isoko? Inyishu zitandukanye rwose zirasohoka bivanye n’uburyo bwatowe.
Samsung
Samsung ni iya mbere muri rusangi. Bakora vyose-ibipande, ibice, ubwonko, ibimenyetso, ibice vy’amatara. Samsung Display itanga AMOLED ku gice c’inganda, hanyuma Samsung Electronics igahiganwa n’abo bakiriya nyene n’ibintu bimaze gukorwa.
Igikoresho ca Wall Pro MicroLED catangujwe mu mwaka w’2024 cari gitangaje cane. Bamaze gusunika iki kigereranyo c'ukwiyandikisha-ibikoresho hamwe na CMS hamwe n'isesengura ry'ibintu vyose hamwe. Ukwimuka kw’ubwenge ku nyungu zisubira inyuma.
Ehe ikintu naho. Vugana n’umuntu wese akora imigambi y’uruhome rwa video rwa LED ku budget azokubwira ibiciro vya Samsung ubwavyo ku 60% vy’amahirwe. Kumbure n’ibindi. Abashinwa bazotanga 30% bigabanutse kubera ivyo bikoresho nyene. Samsung iriko irakurikira igice ca premium ikareka abandi bose barwana ku bindi.
Isoko ryabo ryo muri EMEA no muri Amerika y’Uburaruko mu bimenyetso vy’ubudandaji vya LCD ryabaye ryinshi. Amakuru ya IHS Markit yerekana ivyo ata guhinduka.
Amakuru amwe amwe (N'Imburi)
Raporo z’inganda zivuye muri Futuresource na AVIXA zishize isoko ry’ibimenyetso vy’ubuhinga bwa none kw’isi yose ku 100.000.Amadolari 31-35 miliyaridiku mwaka wa 2026. Uwo murongo ni munini ariko ivyo nivyo bishika iyo ugerageje gusobanura ico giharurwa nk'"ibimenyetso vy'ubuhinga bwa none."
Ingereranyo y'aho abakinyi bakuru bicara:
Ivyuma vy'ubuhinga bwa none vya Samsung- hafi $5-6 miliyaridi mu mahera yinjira mu bimenyetso vy'ubuhinga bwa none, 18-20% y'isoko kw'isi yose. Ikomeye mu LCD, LED, MicroLED, OLED.
Ivy'ubuhinga bwa none vya LG- Amadolari 3-4 miliyaridi, hafi 11% vy'umugabane. OLED ni co kintu bashimikiyeko.
Unilumin- nk'amadolari 1.1 miliyaridi (7.4 miliyaridi RMB), nimero ya mbere muri LED cane cane n'10% vy'ico gice.
Yaridi- hafi amadolari 1 miliyaridi, hafi 15% vy'igice ca LED. Bafise Planar muri Amerika ya ruguru ivyo bikaba ari ngirakamaro.
Sony- uruyeri kuko bafatanya ivyerekana vy'umwuga n'ibikoresho vyo gutangaza mu vy'amahera yabo. Igitigiri c’amadolari 1.5-2 miliyaridi kiriho ariko ivyo birimwo ibintu bitagira ibimenyetso.
Uruhome rwa videwo rwa LED
Aho ni ho ibintu biriko birahinduka cane.
Unilumin yarengeye Leyard mu vy’amahera yinjiye mu 2023. Raporo zabo z’umwaka ziravyerekana, stats za Omdia ziravyemeza. Leyard niwe yari umurongozi ata n’umwe ahakana atari kera cane.
Ni kuki Unilumin yaje gukurikirana? Uruganda rwabo rwo mu gisagara ca Shenzhen rurakora cane. Bagwije ubushobozi n’ibindi 30% mu 2024. Amafaranga yabo yo mu mahanga aragaragara ko ari menshi kuruta ayo mu gihugu. Ico kinogo kigaragaza ko batagihiganwa ku giciro kw’isi yose. Hariho brand premium iriko iragaragara.
Iyo ndirimbo ya Adele i Munich mu 2024? Ico gikoresho kinini cane c’amatara y’ibara ry’agahama c’amabarabara 4.000 caronse igitabu ca Guinness? Ivyo ni Unilumin yabikoze. Ugutangaza neza.
Leyard amaze imyaka irenga mirongo ibiri akora LED, ni we yatanguje LED nziza-pitch, afise ubucuti bukomeye mu vyumba vy’ubugenzuzi n’ibibanza vy’ubuyobozi. Ivyo Planar yaguze mu 2015 vyari vyiza-vyabahaye ikimenyetso ca Amerika y’Uburaruko aho kugerageza gusunika izina rya Leyard ataco rihinduye.
Urudodo ruhurikiyeko n’izo sosiyete zompi ni ugucungera uruhererekane rw’ibikoresho. Ivyuma vy'amatara, ICs z'umushoferi, gukora-ahanini mu-inzu. Ibiciro biri hasi y’ivyo abahiganwa bo muri Koreya canke Abayapani.
Ariko ingorane zirimwo ni nyazo. Hari abakiriya bavuga mu buryo butomoye ngo "nta mabara y'abashinwa" n'igihe ama specs ari meza kandi igiciro kikaba kiri hasi. Ivyo bintu vya geopolitique ntibiriko biragenda.
Ingamba za LG
LG ni numero ya kabiri.
Kuja umutwe-ku-umutwe na Samsung kuri vyose vyoba ari ubujuju. Nta n’ubufatanye canke urugero rumwe ruhagaze. Rero barabesha cane kuri OLED aho.
Biriko birakora. LG Display ni yo yonyene itanga amapaneli manini y'ubuhinga bwa OLED kw'isi yose. Ivyo ntibizohinduka vuba-kwubaka ubushobozi bwa OLED bifata imyaka n'ishoramari ryinshi. OLED ibonerana yabaye ivya kera ku bimenyetso vy'idirisha ry'ubudandaji ry'agaciro kanini. Amaduka ya Apple, Louis Vuitton, ubwo bwoko bw’ahantu.
Baguze Navori Labs mu ntango za 2024-The Verge yatangaje ko bafise amadolari agera ku miliyoni 200-ubu rero bafise inkuru y’ubuhinga bwo kuvuga iruhande y’ibikoresho. CMS y’igicu c’ubudandaji yatanguye muri uwo mwaka nyene.
Ico nyene ni uko ubushobozi bwa OLED bugoyagoya. LG Display ifise gusa imirongo mikeyi nini- kandi kwagura biragenda buhoro kandi birazimvye. Kandi barahevye guhiganwa mu bihome vy’amasanamu vy’ama LED directement.
Umukinyi wa kabiri mw’isoko iryo ari ryo ryose ategerezwa kurondera ahantu hatandukanye aho ashobora kuba uwugira kabiri, canke buhoro buhoro akaribwa n’umurongozi. LG yahisemwo gutandukanya. Kugeza ubu birakora.
Urutonde
Kubera amafaranga yose yinjiye mu bimenyetso vya digitale:Samsung, LG, Soni, Unilumin, Leyard
Kubera inyungu y'uruhome rwa videwo y'amatara:Unilumin, Leyard, Samsung
Kubera LCD ubucuruzi bwoherezwa:Samsung, LG, NEC/Sharp
Sony Crystal LED ifise uburyo bwiza cane bw’ishusho. Ariko ni igiciro c'ugukora amasanamu n'ivy'amashirahamwe y'agaciro kanini. Ntibariko bagerageza guhiganwa ku bijanye n’ijwi.
Ni igiki kizotuma ibintu bihungabana
Geopolitique ni co kintu kinini. Abashinwa bakora ibintu ni bo baganzwa n’Ubushinwa rwose. Bashobora gukingirwa hanze ya Leta ya Amerika n’imigambi y’ukwigwanira burundu. Uburayi buriko buraba ikibanza c’intambara. Itegeko rya CHIPS ry’ugushirwa mu ngiro mu 2024 n’itohoza ry’amakori ry’Ubumwe bw’Uburayi ku ma EVs y’Abashinwa vyerekana ko ubuhinga buzokwiragira.
MicroLED kugabanya igiciro ni ikimenyetso c’ikibazo c’ubuhinga. Iyo ibiciro bimanutse cane birahindura vyose.
Ninde Mukuru?
Bivana n’insobanuro.
Amafaranga yose yinjiye:Samsung. Naho ibimenyetso vy’ubuhinga bwa none ari ikosa ryo gukikuza kuri Samsung nk’ishirahamwe.
Amafaranga yinjira mu bimenyetso vy'ubuhinga bwa none cane cane:Naho ari ukwo, Samsung, LG ni iya kabiri. Ico kinogo coshobora kuba kiriko kiragabanuka.
Inkuta za videwo za LED:Unilumin ni umubare wa mbere, Leyard ni uwa kabiri.
Ubucuruzi bwa LCD:Samsung.
Samsung ni yo igira ikibanza gikomeye kw’isi yose muri 2026, ariko mu bihome vy’amasanamu vy’amatara y’amatara cane cane-arivyo bice vy’iterambere-abahinguzi b’Abashinwa ni bo barongoye.
