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Hōʻike i ka hoʻolilo ʻana i nā lako e hoʻihoʻi hou i 2024

Ma hope o ka hāʻule ʻana o 59% i ka makahiki 2023, manaʻo ʻia ka hoʻolilo ʻana i nā mea hana hōʻike i ka 2024, e ulu ana he 54% i $7.7B. Manaʻo ʻia ka hoʻolilo LCD ma mua o ka hoʻolilo ʻana i nā lako OLED ma $3.8B vs. $3.7B no ka 49% a 47% pono me nā Micro OLEDs a me MicroLEDs helu no ke koena.

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Source: DSCC's Quarterly Display Capex and Equipment Market Share Report

Ma 2024, Samsung Display's G8.7 IT OLED fab, A6, e helu no ka hoʻolimalima kiʻekiʻe loa me ka māhele 30% a ukali ʻia e ka Tianma's TM19 G8.6 LCD fab me ka 25% a me ka China Star's t9 G8.6 LCD fab me ka 12% kaʻana a me BOE's G6 B20% LCD fab. Ma ka huina holoʻokoʻa, manaʻo ʻia ʻo Samsung Display e alakaʻi i ka 2024 hōʻike lako lako me ka 31% kahele a ukali ʻia e Tianma ma 28% a me BOE ma 16%. ʻO nā wanana hou loa a DSCC i nā papa hana ma ka ʻenehana hōʻikeʻike ma o 2028.

Manaʻo ʻia ʻo Canon/Tokki e alakaʻi me ka 13.4% kahele ma ke kumu hoʻopuka me kā lākou loaʻa kālā ma luna o 100% a ʻoi aku ma mua o $1B, e alakaʻi ana i ka māhele FMM VTE a me #2 i ka hoʻolaha. Manaʻo ʻia nā mea i noi ʻia e paʻa i ke kūlana #2 me kahi 8.4% kahele ma 60% ulu e alakaʻi ana i CVD, TFE CVD, backplane ITO/IGZO sputtering a me CF sputtering a me 2nd ma SEMs. Manaʻo ʻia ʻo Nikon, TEL a me V Technology e hoʻopuni i ka 5 kiʻekiʻe. ʻO ka hapalua o ka 15 kiʻekiʻe e manaʻo ʻia e hauʻoli ma luna o 100% ka ulu ʻana o ka loaʻa kālā o nā lako hōʻike.

Manaʻo ʻia ʻo IT fabs e helu no 78% o 2024 hōʻike ʻana i nā lako lako, mai 38%. Manaʻo ʻia ʻo Mobile e helu no ka mahele kiʻekiʻe loa ma 16%, mai 58%.

Manaʻo ʻia ʻo Oxide e alakaʻi i ka 2024 mea hoʻolimalima e ka backplane me ka 43% mahele, mai ka 2% i ukali ʻia e a-Si, LTPO, LTPS a me CMOS.

Ma ka ʻāina, manaʻo ʻia ʻo Kina e alakaʻi me ka 67% kahele, mai ka 83%, a ukali ʻia e Korea me ka 32% kahele, mai ka 2%.


Ka manawa hoʻouna: Mei-20-2024