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Kugwiritsa Ntchito Zida Zowonetsera Kubwereranso mu 2024

Pambuyo pa kutsika 59% mu 2023, ndalama zowonetsera zida zikuyembekezeka kukweranso mu 2024, zikukula 54% mpaka $ 7.7B. Kugwiritsa ntchito kwa LCD kukuyembekezeka kupitilira kugwiritsa ntchito zida za OLED pa $ 3.8B motsutsana ndi $ 3.7B kuwerengera phindu la 49% mpaka 47% ndi Micro OLED ndi MicroLEDs zowerengera zotsalira.

Chithunzi cha DSCC1

Chitsime: DSCC's Quarterly Display Capex ndi Equipment Market Share Report

Mu 2024, Samsung Display's G8.7 IT OLED fab, A6, idzagwiritsa ntchito ndalama zambiri ndi gawo 30% kutsatiridwa ndi Tianma's TM19 G8.6 LCD nsalu yokhala ndi gawo 25% ndi China Star's t9 G8.6 LCD LCD yokhala ndi gawo 12% ndi BOE LCD's G6 LT0 LTPS share. Pazonse, Samsung Display ikuyembekezeka kutsogolera mu 2024 kugwiritsa ntchito zida zowonetsera ndi gawo la 31% ndikutsatiridwa ndi Tianma pa 28% ndi BOE pa 16%. DSCC yaneneratu zaposachedwa kwambiri ndi ukadaulo wowonetsera kudzera mu 2028.

Canon/Tokki akuyembekezeka kutsogolera ndi gawo la 13.4% popereka ndalama zomwe amapeza mpaka 100% mpaka $ 1B, kutsogolera gawo la FMM VTE ndi #2 powonekera. Applied Equipment ikuyembekezeka kukhala pa #2 ndi gawo la 8.4% pakukula kwa 60% komwe kumatsogolera ku CVD, TFE CVD, backplane ITO/IGZO sputtering ndi CF sputtering ndi 2nd mu SEMs. Nikon, TEL ndi V Technology akuyembekezeredwa kuti apite patsogolo pa 5. Theka la 15 yapamwamba ikuyembekezeka kusangalala ndi kukula kwa 100% kwa ndalama zowonetsera zida.

Nsalu za IT zikuyembekezeka kuwerengera 78% ya 2024 zida zowonetsera zida, kuchokera pa 38%. Mobile ikuyembekezeka kugawana nawo gawo lotsatira kwambiri pa 16%, kutsika kuchokera ku 58%.

Oxide ikuyembekezeka kutsogolera mchaka cha 2024 kugwiritsa ntchito zida ndi ndege yakumbuyo ndi gawo la 43%, kuchokera pa 2% ndikutsatiridwa ndi a-Si, LTPO, LTPS ndi CMOS.

Ndi dera, China ikuyembekezeka kutsogolera ndi gawo la 67%, kutsika kuchokera ku 83%, kutsatiridwa ndi Korea ndi gawo la 32%, kuchokera ku 2%.


Nthawi yotumiza: May-20-2024