Mushure mekudonha 59% muna 2023, kushandiswa kwemidziyo yekuratidzira kunotarisirwa kudzoka muna 2024, ichikura 54% kusvika $7.7B. Kushandiswa kweLCD kunotarisirwa kudarika kushandiswa kwemidziyo yeOLED pamadhora 3.8B vs. $3.7B inoverengera 49% kusvika 47% mukana neMicro OLEDs uye MicroLEDs accounting kune yasara.
Muna 2024, Samsung Display's G8.7 IT OLED fab, A6, ichaita mari yepamusoro nechikamu che30% ichiteverwa neTianma's TM19 G8.6 LCD fab ine 25% share uye China Star's t9 G8.6 LCD fab ine 12% share uye BOE LCD's G6 LTPS share B6 LTPS. Pakazara, Samsung Display inotarisirwa kutungamira muna 2024 kuratidza kushandiswa kwemidziyo ine 31% share inoteverwa naTianma pa28% uye BOE pa16%. DSCC ichangoburwa inofembera kunze kwemasheti ejira nekuratidzira tekinoroji kuburikidza ne2028.
Canon/Tokki inotarisirwa kutungamira nechikamu che13.4% padanho rekutumira nemari yavo inokwira 100% kusvika kudarika $1B, ichitungamira chikamu cheFMM VTE uye #2 mukuratidzwa. Applied Materials inotarisirwa kubata #2 chinzvimbo nechikamu che8.4% pakukura kwe60% inotungamira muCVD, TFE CVD, backplane ITO/IGZO sputtering uye CF sputtering uye yechipiri mumaSEM. Nikon, TEL uye V Technology inotarisirwa kutenderera kumusoro kwe5. Hafu ye15 yepamusoro inotarisirwa kunakidzwa nekukura kwe100% mumari yekuratidza michina.
IT machira anotarisirwa kuverengera 78% ye2024 kuratidza kushandiswa kwemidziyo, kubva pa38%. Nharembozha inotarisirwa kuverengera chikamu chinotevera chepamusoro pa16%, pasi kubva pa58%.
Oxide inotarisirwa kutungamira muna 2024 kushandiswa kwemidziyo nebackplane ine 43% share, kubva pa2% ichiteverwa ne-Si, LTPO, LTPS uye CMOS.
Nedunhu, China inotarisirwa kutungamira nechikamu che67%, pasi kubva pa83%, ichiteverwa neKorea ine 32% share, kubva pa2%.
Nguva yekutumira: May-20-2024