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Bonisa Ukusetshenziswa Kwezisetshenziswa Zokubopha kabusha ngo-2024

Ngemuva kokwehla ngo-59% ngo-2023, ukusetshenziswa kwezinto zokusebenza kulindeleke ukuthi kukhuphuke ngo-2024, kukhule ngo-54% kuya ku-$7.7B. Ukusetshenziswa kwe-LCD kulindeleke ukuthi kudlule ukusetshenziswa kwemishini ye-OLED ngo-$3.8B uma kuqhathaniswa no-$3.7B okuhlanganisa inzuzo engu-49% kuya ku-47% ngama-Micro OLED kanye nama-MicroLED afaka imali esele.

I-DSCC1

Umthombo: I-DSCC's Quarterly Display Capex kanye Nombiko Wokwabelana Ngemakethe Yezisetshenziswa

Ngo-2024, i-Samsung Display's G8.7 IT OLED fab, A6, izolandisa ngokusetshenziswa kwemali okuphezulu kakhulu ngesabelo esingu-30% ilandelwe yindwangu ka-Tianma ye-TM19 G8.6 LCD enesabelo esingu-25% kanye nendwangu ye-China Star's t9 G8.6 LCD enesabelo esingu-12% kanye nesabelo se-BOE LCD se-G6 LTPS se-BLPS. Sekukonke, i-Samsung Display kulindeleke ukuthi ihole ekusetshenzisweni kwemishini yokubonisa ngo-2024 ngesabelo esingu-31% kulandele i-Tianma ngo-28% kanye ne-BOE ngo-16%. I-DSCC yakamuva ibikezela amashejuli we-fab ngobuchwepheshe bokubonisa ngo-2028.

ICanon/Tokki kulindeleke ukuthi ihole ngesabelo esingu-13.4% ngokwesisekelo sokudiliva futhi imali engenayo ikhuphuke ngo-100% iye ngaphezu kuka-$1B, okuholela ingxenye ye-FMM VTE kanye ne-#2 ekuchayekeni. I-Applied Materials kulindeleke ukuthi ibambe isikhundla esingu-#2 ngesabelo esingu-8.4% ekukhuleni okungama-60% okuholela ku-CVD, TFE CVD, backplane ITO/IGZO sputtering kanye ne-CF sputtering kanye neyesibili kuma-SEM. I-Nikon, i-TEL ne-V Technology kulindeleke ukuthi iqedele kwabangu-5 abahamba phambili. Ingxenye yabangu-15 abaphezulu kulindeleke ukuthi ijabulele ukukhula okungaphezu kuka-100% emalini engenayo yemishini yokubonisa.

Izindwangu ze-IT kulindeleke ukuthi zibalele ku-78% wezi-2024 ukusetshenziswa kwemishini yokubonisa, kusukela ku-38%. Iselula kulindeleke ukuthi ibe nesabelo esikhulu esilandelayo esingu-16%, sehle sisuka ku-58%.

I-Oxide kulindeleke ukuthi ihole ngo-2024 ukusetshenziswa kwemishini ngendiza engemuva ngesabelo esingu-43%, sikhuphuke sisuka ku-2% silandelwa i-a-Si, LTPO, LTPS kanye ne-CMOS.

Ngokwesifunda, iChina kulindeleke ukuthi ihole ngesabelo esingu-67%, ihle isuka ku-83%, ilandelwe yiKorea ngesabelo esingu-32%, isuka ku-2%.


Isikhathi sokuthumela: May-20-2024