Muva nje, imibiko evela eSouth Korean supply chain iphakamisa ukuthi abakwaSamsung Electronics bazoba ngabokuqala ukwethula isu elithi "LCD-less" lamaphaneli ama-smartphone ngo-2024.

AbakwaSamsung bazosebenzisa amaphaneli e-OLED cishe amayunithi ayizigidi ezingama-30 wama-smartphones asezingeni eliphansi, azoba nomthelela othile ku-ecosystem ye-LCD yamanje.

Kuhle ukusho ukuthi imithombo evela kuchungechunge lokunikezela ngama-smartphone ikhombisa ukuthi i-Samsung isivele ikhiphe amanye amaphrojekthi okukhiqiza ama-smartphone e-OLED kubakhiqizi bezinkontileka baseChina basezwenikazini.I-Huaqin kanye ne-Wingtech sebephenduke amandla amakhulu e-China aqhudelana ngenkontileka yokukhiqiza amayunithi ayizigidi ezingu-30 zama-smartphones asezingeni eliphansi ngaphansi komkhiqizo we-Samsung.

Kuyaziwa ukuthi i-Samsung's low-end LCD panel supply chain esetshenziselwa ikakhulukazi ukufaka i-BOE, CSOT, HKC, Xinyu, Tianma, CEC-Panda, kanye ne-Truly;kuyilapho i-LCD driver IC supply chain ikakhulukazi ihlanganisa i-Novatek, Himax, Ilitek, ne-SMIC.Kodwa-ke, ukwamukela kwe-Samsung isu elithi "LCD-less" kuma-smartphones asezingeni eliphansi kulindeleke ukuthi kube nomthelela ochungechungeni olukhona lwe-LCD.

Abangaphakathi baveze ukuthi i-Samsung Display (SDC), njengomkhiqizi wamaphaneli we-OLED omkhulu kunawo wonke emhlabeni, isivele ihoxile ngokugcwele emandleni okukhiqiza amaphaneli e-LCD.Ngakho-ke, ukumunca ukucindezela kwayo kumthamo wokukhiqiza we-OLED ngaphakathi kweqembu kuthathwa njengokujwayelekile.Kodwa-ke, ukwamukelwa ngezinga elikhulu kwamaphaneli e-OLED kuma-smartphones asezingeni eliphansi akulindelekile.Uma lolu hlelo luthola ukusabela okuhle kwemakethe, abakwaSamsung bangase babe nezinhlelo zokuqeda ngokuphelele amaphaneli e-LCD ezibukweni ze-smartphone esikhathini esizayo.

Njengamanje, i-China ihlinzeka ngamaphaneli e-LCD emhlabeni jikelele, athatha cishe u-70% wamandla okukhiqiza emhlabeni jikelele.Njengoba izinkampani zaseNingizimu Korea i-Samsung kanye ne-LG, "abaphathi" bangaphambili be-LCD bebeka amathemba abo embonini ye-OLED emzamweni wokuguqula isimo, ukwenza kwabo isu "LCD-less" emikhiqizweni ye-elekthronikhi kuyisinqumo samasu.

Ukuphendula, abakhiqizi bephaneli ye-LCD yamaShayina i-BOE, i-CSOT, i-HKC, ne-CHOT balwela ukuvikela "indawo" ye-LCD ngokulawula ukukhiqizwa nokugcina ukuqina kwentengo.Ukulinganisa imakethe ngesidingo kuzoba isu lokuvikela lesikhathi eside lemboni ye-LCD yaseChina.