Imboni yamaphaneli isebenza njengophawu lwemboni yobuchwepheshe obuphezulu yaseChina, idlula amaphaneli e-LCD yaseKorea esikhathini esingaphezudlwana nje kweshumi leminyaka futhi manje yethula ukuhlasela emakethe yamaphaneli e-OLED, ibeka ingcindezi enkulu kumaphaneli aseKorea. Phakathi nokuncintisana kwemakethe okungekuhle, i-Samsung izama ukukhomba amaphaneli aseShayina anamalungelo obunikazi, kuphela ukubhekana nokuhlasela okuvela kubakhiqizi bephaneli baseShayina.

Izinkampani zamaphaneli zaseShayina zaqala uhambo lwazo embonini ngokuthola ulayini wesizukulwane esingu-3.5th kwaHyundai ngo-2003. Ngemva kweminyaka eyisithupha yokusebenza kanzima, zasungula umugqa wesizukulwane esingu-8.5 ohamba phambili emhlabeni ngo-2009. Ngo-2017, izinkampani zamaphaneli zaseShayina zaqala ukukhiqiza ngobuningi emugqeni wesizukulwane esithuthuke kakhulu we-10.5th, zedlula amaphaneli emakethe aseKorea.

Eminyakeni emihlanu eyalandela, amaphaneli aseShayina ahlula ngokuphelele amaphaneli aseKorea emakethe yamaphaneli e-LCD. Ngokudayiswa kwe-LG Display ulayini wokugcina wesizukulwane sesi-8.5 ngonyaka odlule, amaphaneli aseKorea ahoxe ngokuphelele emakethe yamaphaneli e-LCD.

Manje, izinkampani zamaphaneli zaseKorea zibhekene nezinselelo ezinzima ezivela kumaphaneli aseShayina emakethe yamaphaneli e-OLED ethuthuke kakhulu. AbakwaSamsung kanye ne-LG Display yaseKorea phambilini bebebambe izikhundla ezimbili eziphezulu emakethe yomhlaba yamaphaneli ama-OLED amancane naphakathi nendawo. AbakwaSamsung, ikakhulukazi, babenesabelo semakethe esingaphezu kuka-90% emakethe yamaphaneli e-OLED amancane naphakathi nendawo isikhathi eside.

Kodwa-ke, selokhu i-BOE yaqala ukukhiqiza amaphaneli e-OLED ngonyaka ka-2017, isabelo semakethe se-Samsung emakethe yamaphaneli e-OLED siye sehla ngokuqhubekayo. Ngo-2022, isabelo semakethe ye-Samsung emakethe yamaphaneli e-OLED amancane naphakathi bese yehle yafinyelela ku-56%. Uma kuhlanganiswa nesabelo semakethe se-LG Display, besingaphansi kwama-70%. Ngaleso sikhathi, isabelo semakethe ye-BOE emakethe yamaphaneli e-OLED sase sifinyelele ku-12%, sidlula i-LG Display ukuze ibe ngeyesibili ngobukhulu emhlabeni. Izinkampani ezinhlanu kweziyishumi eziphezulu emakethe yephaneli ye-OLED yomhlaba ngamabhizinisi aseShayina. 

Kulo nyaka, i-BOE kulindeleke ukuthi yenze inqubekelaphambili ebalulekile emakethe yephaneli ye-OLED. Kunamahemuhemu okuthi i-Apple izonikeza cishe ama-70% ama-oda wephaneli ye-OLED ye-iPhone 15 esezingeni eliphansi ku-BOE. Lokhu kuzophinde kukhuphule isabelo semakethe se-BOE emakethe yephaneli ye-OLED yomhlaba wonke. 

Kungalesi sikhathi lapho i-Samsung iqale khona icala lobunikazi. AbakwaSamsung basola i-BOE ngokwephula umthetho wamalungelo obunikazi be-OLED futhi bafake uphenyo lokuphulwa kwelungelo lobunikazi ku-International Trade Commission (ITC) e-United States. Abangaphakathi embonini bakholelwa ukuthi umnyakazo we-Samsung uhlose ukubukela phansi imiyalo ye-BOE ye-iPhone 15. Phela, i-Apple iyikhasimende elikhulu lakwa-Samsung, futhi i-BOE iyimbangi enkulu yakwa-Samsung. Uma i-Apple ibingashiya i-BOE ngenxa yalokhu, i-Samsung izoba ngumzuzi omkhulu. I-BOE ayizange ihlale phansi futhi iphinde yavula icala lelungelo lobunikazi ngokumelene ne-Samsung. I-BOE inokuzethemba ukwenza kanjalo.

Ngo-2022, i-BOE yakleliswa phakathi kwezinkampani eziyishumi eziphezulu ngokwezicelo zelungelo lobunikazi ze-PCT futhi yakleliswa endaweni yesishiyagalombili ngokwamalungelo obunikazi anikeziwe e-United States. Ithole amalungelo obunikazi angu-2,725 e-United States. Nakuba kukhona igebe phakathi kwamalungelo obunikazi e-BOE kanye ne-Samsung angu-8,513, amalungelo obunikazi e-BOE agxile ngokuphelele kubuchwepheshe bokubonisa, kuyilapho amalungelo obunikazi akwa-Samsung emboza ama-chips okugcina, i-CMOS, izibonisi, nama-chips eselula. AbakwaSamsung kungenzeka bangabambeli inzuzo ekuboniseni amalungelo obunikazi.

Ukuzimisela kwe-BOE ukubhekana necala lobunikazi be-Samsung kugqamisa izinzuzo zayo kubuchwepheshe obuyisisekelo. Kusukela kubuchwepheshe bephaneli yokubonisa ebaluleke kakhulu, i-BOE iqongelele iminyaka yokuhlangenwe nakho, enezisekelo eziqinile namandla obuchwepheshe aqinile, okukunikeza ukuzethemba okwanele ukuphatha amacala obunikazi be-Samsung.

Njengamanje, i-Samsung ibhekene nezikhathi ezinzima. Inzuzo yayo yonke ngekota yokuqala yalo nyaka yehle ngo-96%. I-TV yayo, iselula, i-chip chip, namabhizinisi ephaneli wonke abhekene nokuncintisana kozakwabo baseShayina. Ngenxa yokuncintisana kwemakethe okungekuhle, abakwaSamsung ngokunqikaza baphendukela emacaleni obunikazi, okubonakala sengathi bafinyelela iphuzu lokuphelelwa ithemba. Ngaleso sikhathi, i-BOE ikhombisa umfutho okhulayo, ibamba ngokuqhubekayo isabelo semakethe sakwaSamsung. Kule mpi phakathi kwalezi ziqhwaga ezimbili, ubani ozophuma njengomnqobi wokugcina?