Samsung Display ikukulitsa ndalama zake mumizere yopanga OLED ya IT ndikusintha kupita ku OLED pamakompyuta apakompyuta. Kusunthaku ndi njira yopititsira patsogolo phindu ndikuteteza gawo lamsika pakati pamakampani aku China omwe akukhumudwitsa pamapaneli otsika mtengo a LCD. Kugwiritsa ntchito zida zopangira ndi ogulitsa gulu lowonetsera kukuyembekezeka kufika $7.7 biliyoni chaka chino, kukwera ndi 54% chaka chilichonse, malinga ndi kusanthula kwa DSCC pa Meyi 21.

Poganizira kuti zida zogwiritsidwa ntchito zidatsika ndi 59 peresenti chaka chatha poyerekeza ndi chaka chatha, ndalama zomwe zimagwiritsidwa ntchito chaka chino zikuyembekezeka kukhala zofanana ndi 2022 pomwe chuma chapadziko lonse lapansi chibwerera. Kampani yomwe ili ndi ndalama zambiri ndi Samsung Display, yomwe imayang'ana kwambiri ma OLED owonjezera.

Samsung Display ikuyembekezeka kuyika ndalama pafupifupi $3.9 biliyoni, kapena 30 peresenti, chaka chino kuti imange fakitale yake ya OLED ya 8.6-g ya IT, malinga ndi DSCC. IT imatanthawuza mapanelo apakatikati monga ma laputopu, mapiritsi ndi zowonetsera zamagalimoto, zomwe ndizochepa poyerekeza ndi TVS. 8.6thgeneration OLED ndiye gulu laposachedwa la OLED lomwe lili ndi gawo la galasi la 2290x2620mm, lomwe ndi lalikulu kuwirikiza nthawi 2.25 kuposa gulu la OLED la m'badwo wam'mbuyomu, lomwe limapereka zabwino pakupanga bwino komanso mtundu wazithunzi.

Tianma akuyembekezeka kuyika ndalama pafupifupi $3.2 biliyoni, kapena 25 peresenti, kuti amange chomera chake cha LCD cha 8.6, pomwe TCL CSOT ikuyembekezeka kuyika ndalama pafupifupi $1.6 biliyoni, kapena 12 peresenti, kuti imange chomera chake cha LCD cha 8.6.BOE ikuyika ndalama pafupifupi $1.2 biliyoni (9 peresenti) kuti imange chomera cham'badwo wachisanu ndi chimodzi cha LTPS LCD.

Chifukwa cha ndalama zazikulu za Samsung Display mu zida za OLED, kugwiritsa ntchito zida za OLED kukuyembekezeka kufika $3.7 biliyoni chaka chino. Poganizira kuti ndalama zonse zomwe zimagwiritsidwa ntchito pazida za LCD ndi $3.8 biliyoni, ndalama za mbali ziwirizi mu OLED ndi LCD kupanga misala zafika. Ndalama zotsala za $ 200 miliyoni zidzagwiritsidwa ntchito popanga mapanelo a Micro-OLED ndi Micro-LED.

Mu Novembala, BOE idaganiza zoyika ndalama zokwana 63 biliyoni kuti ipange malo opangira ma 8.6-m'badwo wa OLED mapanelo a IT, kuti akwaniritse kupanga kwakukulu kumapeto kwa 2026, malinga ndi magwero amakampani. Makanema a IT amatenga 78 peresenti ya ndalama zonse zowonetsera zida. Kuyika ndalama pamapulogalamu am'manja kunatenga 16 peresenti.

Kutengera ndi ndalama zazikuluzikulu, Samsung Display ikukonzekera kutsogolera msika wa OLED wama laputopu ndi zowonetsera zamagalimoto, zomwe zikuyembekezeka kukula kwambiri kuyambira chaka chino. Poyambira, Samsung ipereka mapanelo apakatikati a OLED kwa opanga ma notebook ku United States ndi Taiwan, ndikupanga kufunikira kwa msika kumakhazikika pama laputopu apamwamba. Kenako, ithandizira kusintha kwa zowonetsera m'galimoto kuchokera ku LCD kupita ku OLED popereka mapanelo apakati a OLED kwa opanga magalimoto.