Samsung Nuni yana faɗaɗa hannun jarinsa a cikin layin samar da OLED don IT da canzawa zuwa OLED don kwamfutocin littafin rubutu. Matakin wata dabara ce ta bunkasa riba tare da kare kasuwar kasuwa a daidai lokacin da kamfanonin kasar Sin ke kai hari kan na'urorin LCD masu rahusa. Ana sa ran kashe kudaden da ake kashewa kan na'urorin kera kayayyaki ta masu samar da nunin za su kai dala biliyan 7.7 a bana, wanda ya karu da kashi 54 cikin 100 a duk shekara, a cewar bincike na DSCC a ranar 21 ga Mayu.
Idan aka yi la’akari da cewa kashe kayan aiki ya ragu da kashi 59 cikin dari a bara idan aka kwatanta da na shekarar da ta gabata, ana sa ran kashe kudaden da ake kashewa a bana zai yi kama da na 2022 lokacin da tattalin arzikin duniya ya farfado. Kamfanin da ke da mafi girman saka hannun jari shine Samsung Nuni, wanda ke mai da hankali kan ƙarin ƙimar OLEDs.
Ana sa ran Samsung Nuni zai saka hannun jari kusan dala biliyan 3.9, ko kashi 30, a wannan shekara don gina masana'antar samar da wutar lantarki ta 8.6g na OLED don IT, a cewar DSCC. IT tana nufin manyan bangarori masu girman gaske kamar kwamfyutocin kwamfyutoci, allunan da nunin mota, waɗanda suke da ƙanƙanta idan aka kwatanta da TVS. 8.6thgeneration OLED shine sabon OLED panel tare da girman gilashin gilashin 2290x2620mm, wanda shine kusan sau 2.25 ya fi girma fiye da rukunin OLED na baya, yana ba da fa'idodi dangane da ingancin samarwa da ingancin hoto.
Ana sa ran Tianma za ta zuba jari kimanin dalar Amurka biliyan 3.2, ko kuma kashi 25 cikin dari, don gina masana'antar LCD mai karfin 8.6, yayin da ake sa ran TCL CSOT za ta zuba jari kimanin dala biliyan 1.6, ko kuma kashi 12 cikin 100, don gina masana'antar ta LCD mai girma 8.6.BOE tana kashe kusan dala biliyan 1.2 (kashi 9) don gina masana'antar LTPS LCD na ƙarni na shida.
Godiya ga babban saka hannun jari na Samsung Nuni a cikin kayan aikin OLED, ana sa ran kashe kayan aikin OLED zai kai dala biliyan 3.7 a wannan shekara. Idan aka yi la’akari da cewa jimlar kashe kayan aikin LCD dala biliyan 3.8 ne, jarin da bangarorin biyu suka yi wajen samar da OLED da LCD ya karu. Sauran dala miliyan 200 za a yi amfani da su don samar da fa'idodi masu yawa na Micro-OLED da Micro-LED.
A watan Nuwamba, BOE ta yanke shawarar zuba jarin yuan biliyan 63 don gina masana'antar sarrafa jama'a don samar da bangarori 8.6 na OLED don IT, da nufin cimma nasarar samar da dimbin yawa a karshen shekarar 2026, a cewar majiyoyin masana'antu. Ƙungiyoyin IT suna lissafin kashi 78 na jimlar zuba jari a kayan aikin nuni. Zuba jari a bangarorin wayar hannu ya kai kashi 16 cikin dari.
Dangane da babban saka hannun jari, Samsung Nuni yana shirin jagorantar kasuwar panel OLED don kwamfyutocin kwamfyutoci da nunin mota, wanda ake tsammanin zai yi girma sosai daga wannan shekara. Da farko, Samsung zai samar da manyan bangarorin OLED masu girman girman ga masana'antun litattafai a Amurka da Taiwan, suna haifar da buƙatun kasuwa dangane da manyan kwamfyutoci masu tsayi. Bayan haka, zai sauƙaƙe jujjuyawar nunin cikin mota daga LCD zuwa OLED ta hanyar samar da manyan bangarorin OLED masu girman ga masu kera mota.
Lokacin aikawa: Juni-11-2024