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Awọn inawo Ohun elo Ifihan si Ipadabọ ni 2024

Lẹhin isubu 59% ni ọdun 2023, inawo ohun elo ifihan ni a nireti lati tun pada ni 2024, dagba 54% si $7.7B. Inawo LCD ni a nireti lati kọja inawo ohun elo OLED ni $3.8B vs. $3.7B iṣiro fun 49% si 47% anfani pẹlu Micro OLEDs ati MicroLEDs iṣiro fun iyoku.

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Orisun: Ifihan Idamẹrin ti DSCC Capex ati Ijabọ Pinpin Ọja Ohun elo

Ni ọdun 2024, Samsung Display's G8.7 IT OLED fab, A6, yoo ṣe akọọlẹ fun inawo ti o ga julọ pẹlu ipin 30% ti o tẹle nipasẹ Tianma's TM19 G8.6 LCD fab pẹlu ipin 25% ati China Star's t9 G8.6 LCD fab pẹlu ipin 12% ati BOE's G6 LTPS pẹlu fab9 LTPS pẹlu fab9. Lapapọ, Ifihan Samusongi ni a nireti lati ṣe itọsọna ni inawo ohun elo ifihan 2024 pẹlu ipin 31% atẹle nipasẹ Tianma ni 28% ati BOE ni 16%. Awọn asọtẹlẹ tuntun ti DSCC jade awọn iṣeto fab nipasẹ imọ-ẹrọ ifihan nipasẹ 2028.

Canon/Tokki ni a nireti lati ṣe itọsọna pẹlu ipin 13.4% lori ipilẹ ifijiṣẹ pẹlu awọn owo-wiwọle wọn soke 100% si ju $ 1B, ti o yorisi apakan FMM VTE ati #2 ni ifihan. Awọn ohun elo ti a lo ni a nireti lati mu ipo #2 pẹlu ipin 8.4% lori idagbasoke 60% ti o yorisi CVD, TFE CVD, backplane ITO/IGZO sputtering ati CF sputtering ati 2nd ni SEMs. Nikon, TEL ati V Technology ni a nireti lati yika oke 5. Idaji ti oke 15 ni a nireti lati gbadun lori 100% idagbasoke ni awọn owo ti n wọle ẹrọ ifihan.

Awọn fabs IT ni a nireti lati ṣe akọọlẹ fun 78% ti inawo ohun elo ifihan 2024, lati 38%. A nireti Mobile lati ṣe akọọlẹ fun ipin ti o ga julọ atẹle ni 16%, si isalẹ lati 58%.

Oxide ni a nireti lati ṣe itọsọna ni inawo ohun elo 2024 nipasẹ ọkọ ofurufu pẹlu ipin 43%, lati 2% atẹle nipasẹ a-Si, LTPO, LTPS ati CMOS.

Nipa agbegbe, China nireti lati ṣe itọsọna pẹlu ipin 67%, lati isalẹ lati 83%, atẹle nipasẹ Koria pẹlu ipin 32%, lati 2%.


Akoko ifiweranṣẹ: Oṣu Karun-20-2024