I-Samsung Display inweba ukutshalwa kwezimali kwayo emigqeni yokukhiqiza ye-OLED ye-IT futhi ishintshela ku-OLED yamakhompyutha wamanothi. Lesi sinyathelo siyisu lokukhulisa inzuzo kuyilapho kuvikela isabelo semakethe phakathi nokuhlasela kwezinkampani zaseShayina kumaphaneli e-LCD abiza kancane. Ukuchithwa kwemishini yokukhiqiza ngabahlinzeki bephaneli kulindeleke ukuthi kufinyelele ku-$7.7 billion kulo nyaka, kukhuphuke ngamaphesenti angu-54 unyaka nonyaka, ngokokuhlaziya kwe-DSCC ngoMeyi 21.

Uma kucatshangelwa ukuthi ukusetshenziswa kwemishini kwehle ngamaphesenti angama-59 ngonyaka owedlule uma kuqhathaniswa nonyaka owedlule, ukusetshenziswa kwemali enkulu kulo nyaka kulindeleke ukuthi kufane nowezi-2022 lapho umnotho womhlaba ululama. Inkampani etshale imali enkulu i-Samsung Display, egxile kuma-OLED anenani eliphakeme.

I-Samsung Display kulindeleke ukuthi itshale imali elinganiselwa ku-$3.9 billion, noma amaphesenti angu-30, kulo nyaka ukuze kwakhiwe ifektri yayo ye-OLED ye-IT engu-8.6-g, ngokusho kwe-DSCC. I-IT ibhekisela kumaphaneli anosayizi omaphakathi njengamakhompyutha aphathekayo, amaphilisi nezibonisi zezimoto, mancane kakhulu uma kuqhathaniswa ne-TVS. I-OLED yesizukulwane esingu-8.6 iyiphaneli ye-OLED yakamuva enosayizi we-substrate wengilazi ongu-2290x2620mm, ocishe ube mkhulu ngokuphindwe izikhathi ezingu-2.25 kunephaneli ye-OLED yesizukulwane sangaphambili, enikeza izinzuzo mayelana nokusebenza kahle kokukhiqiza kanye nekhwalithi yesithombe.

I-Tianma kulindeleke ukuthi itshale imali elinganiselwa ku-$3.2 billion, noma amaphesenti angu-25, ukuze kwakhiwe imboni yayo ye-LCD yesizukulwane esingu-8.6, kanti i-TCL CSOT kulindeleke ukuthi itshale imali elinganiselwa ku-$1.6 billion, noma amaphesenti angu-12, ukuze kwakhiwe isizinda sayo se-LCD sesizukulwane esingu-8.6.I-BOE itshala imali elinganiselwa ku-$1.2 billion (amaphesenti angu-9) ukwakha imboni yesizukulwane sesithupha ye-LTPS LCD.

Ngenxa yokutshalwa kwezimali okukhulu kwe-Samsung Display kumishini ye-OLED, ukusetshenziswa kwemishini ye-OLED kulindeleke ukuthi kufinyelele ku-$3.7 billion kulo nyaka. Uma kucatshangelwa ukuthi inani eliphelele lezindleko zemishini ye-LCD lingu-$3.8 billion, ukutshalwa kwezimali kwezinhlangothi zombili ku-OLED kanye nokukhiqizwa kwe-LCD ngobuningi sekuvele. Imali esele engu-$200 million izosetshenziselwa ukukhiqizwa ngobuningi kwamaphaneli e-Micro-OLED kanye ne-Micro-LED.

NgoNovemba, i-BOE yanquma ukutshala ama-yuan ayizigidi eziyizinkulungwane ezingu-63 ukuze kwakhiwe indawo yokukhiqiza ngobuningi yamaphaneli e-OLED esizukulwane esingu-8.6 ye-IT, okuhloswe ngayo ukuzuza ukukhiqizwa ngobuningi ekupheleni kuka-2026, ngokusho kwemithombo yemboni. Amaphaneli e-IT enza amaphesenti angama-78 esamba sokutshalwa kwezimali kumishini yokubonisa. Ukutshalwa kwezimali kumaphaneli ahambayo kubalele amaphesenti ayi-16.

Ngokusekelwe ekutshalweni kwezimali okukhulu, i-Samsung Display ihlela ukuhola imakethe yephaneli ye-OLED yamakhompiyutha aphathekayo nezibonisi ezisemotweni, okulindeleke ukuthi ikhule kakhulu kusukela kulo nyaka. Okokuqala, i-Samsung izohlinzeka ngamaphaneli e-OLED anosayizi omaphakathi kubakhiqizi bamabhuku wamanothi e-United States naseTaiwan, idale isidingo semakethe esigxile kumalaptop asezingeni eliphezulu. Okulandelayo, izokwenza kube lula ukushintshwa kwezibonisi ezisemotweni zisuka ku-LCD ziye ku-OLED ngokuhlinzeka ngamaphaneli e-OLED anosayizi omaphakathi kubakhiqizi bezimoto.