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IsiXhobo sokuBonisa iSixhobo sokuBuyiselwa kwakhona ngo-2024

Emva kokuwa kwe-59% kwi-2023, inkcitho yezixhobo zokubonisa kulindeleke ukuba ibuyele kwi-2024, ikhula i-54% ukuya kwi-7.7B yeedola. Inkcitho ye-LCD ilindeleke ukuba idlule i-OLED yezixhobo zokusebenza kwi-3.8B ye-$ vs. $ 3.7B i-akhawunti ye-49% ukuya kwi-47% inzuzo kunye ne-Micro OLED kunye ne-MicroLEDs ezibalela intsalela.

I-DSCC1

Umthombo: i-DSCC's Quarterly Display Capex kunye neNgxelo yeSabelo seMarike yeZixhobo

Ngo-2024, i-Samsung Display's G8.7 IT OLED fab, i-A6, iya kuchaza eyona nkcitho iphezulu ngesabelo se-30% ilandelwa yi-Tianma's TM19 G8.6 LCD fab ene-25% yesabelo kunye ne-China Star's t9 G8.6 LCD fab ene-12% isabelo kunye ne-BOE ye-LCD ye-G6 LTPS yesabelo se-BLPS. Lilonke, i-Samsung Display kulindeleke ukuba ikhokele kwi-2024 inkcitho yezixhobo zokubonisa kunye nesabelo se-31% esilandelwa yi-Tianma kwi-28% kunye ne-BOE kwi-16%. I-DSCC iqikelela uqikelelo lwamva nje lweeshedyuli ngetekhnoloji yokubonisa ngo-2028.

I-Canon / Tokki kulindeleke ukuba iholele ngesabelo se-13.4% kwisiseko sokuhanjiswa kunye neengeniso zabo ukuya kwi-100% ukuya kwi-$ 1B, ekhokela icandelo le-FMM VTE kunye ne-#2 ekuboniseni. I-Applied Materials kulindeleke ukuba ibambe indawo ye-#2 kunye ne-8.4% yesabelo ekukhuleni kwe-60% ekhokelela kwi-CVD, TFE CVD, backplane ITO / IGZO sputtering kunye ne-CF sputtering kunye ne-2nd kwii-SEMs. I-Nikon, i-TEL kunye ne-V Technology kulindeleke ukuba ijikeleze i-5 ephezulu. Isiqingatha se-15 ephezulu kulindeleke ukuba sinandiphe ukukhula okungaphezulu kwe-100% kwiingeniso zezixhobo zokubonisa.

I-IT fabs kulindeleke ukuba iphendule kwi-78% ye-2024 yenkcitho yezixhobo zokubonisa, ukusuka kwi-38%. I-Mobile kulindeleke ukuba iphendule kwisabelo esilandelayo esiphezulu kwi-16%, ezantsi ukusuka kwi-58%.

I-Oxide kulindeleke ukuba iholele kwi-2024 yezixhobo ezichithwayo nge-backplane kunye nesabelo se-43%, ukusuka kwi-2% elandelwa yi-a-Si, i-LTPO, i-LTPS kunye ne-CMOS.

Ngommandla, iChina kulindeleke ukuba iholele ngesabelo se-67%, ihla ukusuka kwi-83%, ilandelwa yiKorea kunye nesabelo se-32%, ukusuka kwi-2%.


Ixesha lokuposa: May-20-2024