umthombo:51thinta
Ukuchazwa okujulile kokuthuthukiswa komkhakha we-OLED waseChina.Ngokulawulwa kancane kancane kobhubhane olusha lomqhele e-China, inqubo yokuqalisa kabusha umsebenzi nokuqala kabusha ukukhiqiza kuyo yonke imikhakha yempilo iye yashesha.Inqwaba yezinkampani zama-smart phone zethule izinhlobo ezintsha ngokulandelana, kanti amafoni asongekayo yiwona agqamayo.Ucingo olugoqekayo lwe-Samsung Galaxy Z Flip lwathengiswa ngokushesha;Ifoni egoqekayo kaHuawei ethuthukisiwe, i-Mate Xs, bekunzima ukuyithola, futhi yaze yabizwa ngokuthi "umkhiqizo wezezimali" "yiphathi yezinkabi".Njengengxenye ebaluleke kakhulu yokugoqa omakhalekhukhwini, i-OLED nayo ithole ukunakwa nokunakwa okungakaze kubonwe ngaphambili.
Eminyakeni yamuva, amabhizinisi aseShayina aqhubekile nokwenza imizamo emkhakheni we-OLED, futhi umfutho wentuthuko ubulokhu uthuthuka kancane kancane.Sekuyizwe lesibili ngemuva kweNingizimu Korea ukuba namandla amakhulu okukhiqiza amaphaneli e-AMOLED aguquguqukayo.Nakuba ubhubhane olusha lomqhele lungazange lube nomthelela omkhulu ekuthuthukisweni okuvamile kwemboni ye-OLED yaseChina, izinkinga ezifana nokungahambi kahle kwezinto kanye nokushoda kwabasebenzi nakho kubangele izinkinga emabhizinisini, ikakhulukazi ukuntuleka kwezinto zokusetshenziswa kanye nokungalingani kohlelo lwamaketanga ezimboni. balethe ukukhiqizwa okuvamile nokwakhiwa kwamabhizinisi Ubunzima abunakushaywa indiva.Ngokuvamile, ngo-2020, ukuze kukhokhelwe ukulahlekelwa okubangelwe yilolu bhubhane, izinkampani ezinkulu zamaselula zizosheshisa ukuthuthukiswa kwemikhiqizo futhi zikhuthaze ukuthuthuka okusheshayo kwemboni ye-OLED yaseChina;umthelela wokuntuleka kochungechunge lwezimboni uzokhuthaza ukujula kwamabhizinisi asenhla nezansi nomfula Ngokubambisana, izinto zokwakha kanye nemishini yaseShayina kulindeleke ukuthi ilethe isikhathi samathuba entuthuko.
Ukuthuthukiswa komkhiqizo osezingeni eliphansi kucindezela imboni ye-OLED yaseChina endleleni esheshayo yentuthuko
Amaphaneli e-OLED anezici ezigoqekayo nezigobekayo, ezingashintsha ngokuphelele izinhlobo ezikhona zamafoni ahlakaniphile amanje, ngisho namathebulethi namalaptop.Ukuze kugcinwe ukuncintisana kwawo, amabhizinisi amakhulu aseShayina asebenza ngokubambisana nezinkampani zamaphaneli e-AMOLED ukuthuthukisa omakhalekhukhwini abahlukahlukene abagoqiwe nabagobile ukuze kwandiswe isabelo semakethe esisezingeni eliphezulu.Iqhutshwa yisidingo semakethe, inqubo ye-OLED yezimboni yaseChina iyaqhubeka nokukhula ngesivinini.Kusukela ngo-February 2020, imigqa yokukhiqiza ye-AMOLED engama-25 isiqediwe emhlabeni wonke, imigqa yokukhiqiza emi-3 iyakhiwa, kanti emi-2 ihleliwe.Imigqa yokukhiqiza eyishumi nantathu isiqediwe ezweni laseChina, sekutshalwe imali ecishe ibe yizigidi eziyizinkulungwane ezingama-500, lapho imigqa engu-6 iyizizukulwane eziyisi-6 engakhiqiza amaphaneli aguqukayo, kanti emi-2 ngayinye isakhiwa futhi iyahlelwa.Ngo-2022, ngemva kokuba yonke imigqa yokukhiqiza ye-AMOLED okwamanje esakhiwayo emhlabeni wonke isiqediwe futhi ukukhiqizwa okuphelele kulindeleke, umthamo ophelele wokukhiqiza kulindeleke ukuthi ufinyelele kumamitha-skwele ayizigidi ezingu-33 ngonyaka, okuyinani eliphelele lokukhiqiza ezweni laseChina (kuhlanganise ne-LGD's). imigqa yokukhiqiza yezwekazi) izofinyelela ku-19 million square metres / Ngo-2006, isabelo somhlaba wonke safinyelela ku-58%.
Ukubambisana phakathi kwamabhizinisi asenhla nezansi nomfula kuletha amathuba okuthuthukiswa kwezinto zokwakha kanye nemishini
Njengamanje, iChina isingelinye lamazwe abalulekile ekukhiqizweni kwamaphaneli e-OLED emhlabeni jikelele.Kodwa-ke, izinto zokwakha kanye nemishini yaseChina ekhuphukayo zisagxile ezintweni ezisezingeni eliphansi nezingabalulekile.Uma sithatha izinto eziphilayo ezikhipha ukukhanya njengesibonelo, izinto ezisizayo ezijwayelekile zibalelwa ku-12% wemakethe yasekhaya Ezizungeze, izinto eziphilayo ezikhipha ukukhanya zenza ngaphansi kuka-5%.Emkhakheni wemishini, ukuncika kwasekhaya komugqa wethu wasekhaya kumenyezelwa, futhi isabelo semakethe ngokuyisisekelo silawulwa yi-oligarch yezimboni.Phakathi kwazo, umshini wokuchayeka uphethwe yiCanon kanye noNikon, kanti ingxenye yesithathu yemakethe yomhlaba wonke yemishini yokubeka ifinyelela ku-70%.I-Annealing, etching, kanye ne-laser stripping Isamba semakethe sezimpahla ezimbili zokuqala zalezo zinsiza singama-85%, 75% kanye nama-90% ngokulandelana.
I-China iyizwe elithuthuke sekwephuzile embonini yokubonisa yohlobo olusha, elinesisekelo sezimboni esibuthakathaka.Inombolo yezinkampani ze-OLED nemishini yemishini incane futhi isikali sincane.Ukuthuthukiswa kwezinkampani ezesekayo akufani nejubane lokuqoqwa kwezinkampani zamaphaneli.Kungukuqanjwa okusha kwezobuchwepheshe kanye nokuphepha kwe-supply chain embonini yethu ye-OLED.Futhi ukuthuthukiswa komkhiqizo akulungile kakhulu.Phakathi nenkathi entsha yobhubhane lomqhele, izinkampani ze-OLED zaseChina zihlangabezane nezinkinga ezifana nenani lempahla eluhlaza kanye nokungalungiswa kahle kwemishini.
Ukuze kuqinisekiswe intuthuko enempilo yemboni, njengoba ulayini wokukhiqiza we-OLED wase-China uqhubeka nokwandisa umthamo wawo wokukhiqiza, ukubambisana namaketanga okuphakela phezulu kuzoba seduze.Ngakolunye uhlangothi, isikali esikhulu samaphaneli sidinga ukwakha uhlelo oluzinzile lwe-supply chain ukuqinisekisa ukuphepha kokukhiqiza, futhi inqubekelaphambili evamile yezinkampani ezikhuphuka nomfula zidlala indima ebalulekile ekuthuthukisweni kwemikhiqizo emisha kanye nokulawulwa kwezindleko zezinkampani zamaphaneli.Ngakolunye uhlangothi, imakethe yezinto ezibonakalayo nemishini nayo izokhula ngokushesha.Izinto ezisetshenziswa kulayini wokukhiqiza we-AMOLED wesizukulwane sesi-6 oguquguqukayo zifaka ingilazi engaphansi, i-polyimide paste, izinto zokuhwamuka kwe-organic, izinto zokwakha zensimbi ezihlanzekile, i-photoresist, okuhlosiwe, imaski, ama-polarizer, amakhemikhali amanzi futhi Kunezinhlobo ezingaphezu kweshumi nambili zamagesi akhethekile, kufaka phakathi izinhlobo ezingaphezu kuka-200 zezinto (ezibalwe ngefomula yamakhemikhali).Phakathi kwazo, imakethe yezinto eziphilayo ze-OLED iyodwa kulindeleke ukuthi idlule ku-$ 4.5 billion ngo-2022. Ngakho-ke, ngemva kwalolu bhubhane, izinkampani ze-OLED zaseChina zizophinde zibone ukubaluleka kokwenza i-ecosystem ye-supply chain enempilo futhi ephumelelayo, inqubo yokwenza indawo ye-supply chain. kuzosheshiswa, futhi kuzokwethulwa amathuba amasha entuthuko ezinkampanini zezinto zokwakha nemishini.
Isikhathi sokuthumela: Mar-13-2020