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Soo Bandhigida Kharashaadka Qalabka si Dib loogu soo Celiyo 2024

Ka dib markii uu hoos u dhacay 59% 2023, kharashka qalabka bandhiga ayaa la filayaa inuu dib u soo kabsado sanadka 2024, oo koraya 54% ilaa $7.7B. Kharashka LCD-ga ayaa la filayaa inuu ka badiyo kharashka qalabka OLED ee $3.8B vs. $3.7B xisaabinta 49% ilaa 47% faa'iidada Micro OLEDs iyo MicroLEDs xisaabinta inta soo hartay.

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Isha: DSCC Bandhiga Rubuc-biloodlaha ah ee Capex iyo Warbixinta Wadaagga Suuqa Qalabka

Sannadka 2024, Samsung Display's G8.7 IT OLED fab, A6, ayaa ku xisaabtami doona kharashka ugu sarreeya oo leh 30% saamiga oo ay ku xigto Tianma's TM19 G8.6 LCD fab oo leh 25% share ah iyo China Star's t9 G8.6 LCD fab 12% ah iyo BOE's G6 LTPS leh 12% saamiga iyo BOE's G6 LTPS oo leh LCD fab9. Isku soo wada duuboo, Samsung Display ayaa la filayaa inuu hogaamiyo 2024 kharashka qalabka bandhiga oo leh 31% saamiga oo ay ku xigto Tianma 28% iyo BOE at 16%. Saadaasha ugu dambeysay ee DSCC waxay soo saartaa jadwalada cajiibka ah iyadoo la adeegsanayo tignoolajiyada soo bandhigida ilaa 2028.

Canon/Tokki waxaa la filayaa in ay ku hogaamiso saami dhan 13.4% marka loo eego gaarsiinta iyadoo dakhligoodu kor u kacay 100% ilaa in ka badan $1B, iyagoo hogaaminaya qaybta FMM VTE iyo #2 soo bandhigida. Qalabka la dabaqay ayaa la filayaa inay ku hayaan booska #2 oo leh 8.4% saamiga 60% kobaca ee hogaaminaya CVD, TFE CVD, dhabarka ITO/IGZO sputtering iyo CF sputtering iyo 2nd ee SEMs. Nikon, TEL iyo V Technology ayaa la filayaa inay soo koobaan 5-ta sare. Kala bar 15ka ugu sarreeya ayaa la filayaa inay ku raaxaystaan ​​​​in ka badan 100% kobaca dakhliga qalabka bandhiga.

Farsamaynta IT-ga ayaa la filayaa inay ku xisaabtamaan 78% ee 2024 kharashaadka qalabka, ilaa 38%. Mobile-ka ayaa la filayaa inuu ku xisaabtamo saamiga xiga ee ugu sarreeya 16%, oo hoos uga dhacay 58%.

Oxide ayaa la filayaa in ay hogaamiso qalabka 2024 ee ay ku kharash garayso diyaaradda dhabarka oo leh 43% saamiga, marka loo eego 2% oo ay ku xigto a-Si, LTPO, LTPS iyo CMOS.

Gobol ahaan, Shiinaha ayaa la filayaa inuu ku hogaamiyo saamiga 67%, oo hoos uga dhacay 83%, waxaa ku xiga Kuuriya oo leh 32%, halka uu ka ahaa 2%.


Waqtiga boostada: Meey-20-2024