5G xov tooj txawb vaj huam sib luag sib ntaus rau hauv tshav kub
Nov 06, 2019
5g txawb xov tooj npog phaj "txoj hauj lwm tseem ceeb" kev sib cav tau nkag mus hauv lub kub dawb. Xyoo no thiab xyoo tom ntej cov rooj sib tham yuav yog lub sijhawm tseem ceeb rau lub hauv paus taw qhia ntawm 3D nkhaus iav mus rau hauv kev ua lag luam ntawm nruab nrab thiab theem siab ntawm cov xov tooj ntse. Tam sim no, qhov tseem ceeb tshaj plaws rau kev cuam tshuam ntawm OLED qhov kev thov yog qhov muaj peev xwm zoo. Kev ua lag luam hauv OLED yog nyob rau lub sijhawm loj hlob sai, thiab nws cov ntawv thov kev lag luam feem ntau yog los hloov LCD. Raws li Zhang Zhongmou, tus tsim ntawm TSMC, hauv lub tuam txhab high-tech, cov cuab tam hnyav thiab kev lag luam muaj kev sib tw ntev, tsuas yog cov tuam txhab lag luam uas tau ua tiav cov haujlwm tseem ceeb hauv kev thev naus laus zis, peev txheej thiab kev tswj hwm tuaj yeem tswj hwm kev sib tw ntev. Saib nyob rau hauv lub rooj tsav xwm hauv tsev lag luam, thev thev naus laus zis kev taw qhia kev lag luam nthuav dav sai. Hauv 5g coj mus muag lag luam, cov vaj huam sib luag lag luam kev lag luam C txoj hauj lwm yuav tuaj yeem tsim kho kom haum.
Lub sijhawm tseem ceeb ntawm cov nkhaus iav ntshuam nkag rau qib xov tooj ntawm tes
Tsis ntev los no, qee cov xov xwm nthuav tawm cov rendering ntawm Huawei lub Nova 65g version. Nws tuaj yeem pom los ntawm cov lus tshaj tawm uas Huawei Nova Nova 65g tuaj yeem saws iav coj mus rau qhov rooj iav tom qab tsim.
Rau nruab nrab thiab siab kawg 5g xov tooj txawb xov tooj, tus nqi ntawm 3D nkhaus iav npog phaj tau mus txog tus nqi ntau tau rau cov xov tooj txawb tuam ntxhab. Nws cia siab tias xyoo tom ntej yuav pom nthwv dej ntawm kev hloov pauv. Ntau ntawm nruab nrab thiab qib siab 5g ntse lub sijhawm yuav muab qhov tseem ceeb rau kev teeb tsa ntawm 3D nkhaus iav npog phaj, thiab txawm tias ua qee qhov kev tsim kho tshiab, xws li ua kom lub arc ntawm 3D iav los ua thiaj li hu ua 3.25 d lossis 3.5D.
Lub taub hau ntawm lub tuam txhab vaj huam sib luag kwv yees hais tias xyoo no thiab xyoo tom ntej yuav yog lub sijhawm tseem ceeb rau lub hauv paus kev taw qhia ntawm 3D nkhaus iav mus rau hauv nruab nrab thiab qib siab lub xov tooj ntse ua lag luam, thiab cov chaw tsim khoom lag luam hauv 3D nkhaus iav npog yuav tsis ploj. txoj hauv kev zoo no mus zom cov khoom muag thiab txhawb kev muag khoom. Qhov nthwv dej ntawm 5g xov tooj ntawm tes yuav, tig, tsav lub 3D nkhaus iav npog phaj ua lag luam kom ceev nrawm mus rau tus nqi qis dua, kom thiaj li nkag mus rau lub lag luam xov tooj qis qis kawg.
Nyob rau hauv xyoo tas los no, nrog kev tsim cov khoom lag luam thoob ntiaj teb kev tsim hluav taws xob ntau ntxiv, cov hluav taws xob tsis xwm yeem ntawm cov vaj huam sib luag lag luam tau muaj zog ntxiv. 2018 thiab 2019 yog lub caij nyoog siab tshaj plaws ntawm cov vaj huam sib luag muaj peev xwm nruab nrab tso tawm, thiab cov kev sib txuas lus xav tau hloov pauv tsis xwm yeem thiab txuas ntxiv nrog kev hloov ntawm cov vaj huam sib luag cog cog (xws li kaw cov nroj tsuag kom hloov ntau lawm, tso tawm lub peev xwm tshiab, npaj cov khoom hauv lub teeb thiab ncov lub caij, kho cov qauv khoom, thiab lwm yam).
Lub vaj huam sib luag tus nqi poob ntau dua ob xyoos sib law tau coj kev lag luam thoob ntiaj teb vaj huam sib luag rau lub caij ntuj no. Qhov no txias thiab tshwj xeeb tshaj yog kev lag luam poob ntev yuav raug rhuav tshem los ntawm lub sijhawm thaum Tuam Tshoj tus ua vaj huam sib luag cov lag luam tau tshaj South Kaus Lim thiab Taiwan rau thawj zaug hauv xyoo 2017 thiab yeej lub suab thoob ntiaj teb.
OLED thev naus laus zis ua vaj huam sib luag Kev ua lag luam
Raws li Zhang Zhongmou, tus tsim ntawm TSMC, muab tso rau, hauv kev lag luam siab, cov cuab yeej muaj zog thiab kev lag luam muaj kev sib tw ntev ntev, tsuas yog cov lag luam uas tau ua tiav cov haujlwm hauv kev siv thev naus laus zis, peev txheej thiab kev tswj hwm tuaj yeem tswj hwm kev sib tw ntev.
Txawm hais tias tsis muaj peev xwm khiav tawm ntawm kev cuam tshuam tag nrho kev lag luam poob qis, TCL Huaxing, Tianma thiab BOE tau poob lawv cov nyiaj tau los rau qib sib txawv hauv cov ntawv tshaj tawm 2019 ib nrab xyoo dhau los, tab sis lawv tau khaws cov nyiaj paj tau zoo nyob rau hauv kauj ruam los ntawm kauj ruam, uas yog sib txawv ntawm cov ntshiab ua haujlwm poob ntawm cov kis las Kauslim thiab Taiwan.
LG zaub, ntawm qhov tod tes, yog tseem nyob rau qhov kev poob ntawm lub hlis thib peb ntawm fy19f. LG cov nyiaj tau los hauv peb lub hlis yog 5.8217 trillion vam, thaum QoQ nce 9%. Kev khiav hauj lwm tsis tau yeej yeej 436.7 billion, feem ntau vim yog qhov kev pheej poob tas li ntawm LCD vaj huam sib luag nqe thiab kev hloov kho ntawm kev siv ntawm cov LCD vaj huam sib luag loj loj nroj tsuag. Kev khiav hauj lwm cov nyiaj tau los khwv tau yog - 8%, EBITDA nyiaj paj tau paj yog 11%, thiab kev poob nyiaj yog KRW 442,2 billion.
Raws li lub cim thib peb thev naus laus zis thev naus laus zis, kev ua lag luam muaj kev xav zoo rau OLED. Raws li IHS cov ntaub ntawv, cov lag luam OLED thoob ntiaj teb tau txog $ 25 billion nyob rau xyoo 2018, nce 10% xyoo rau xyoo. Los ntawm 2019 txog 2021, qhov sib xyaw nce qib ntawm ntiaj teb OLED cov nuj nqis tsim tawm yuav tsum kwv yees li 17%, thiab cov txiaj ntsig tawm ntawm OLED vaj huam sib luag cia siab txog 40 txhiab daus las Asmeskas nyob rau 2021.
Fan Boyu, Kev Tshawb Fawb ntawm WitsView optoelectronic lag luam faib hauv qab Jibang, tau hais tias hauv kev teb rau kev lag luam headwinds, tuam ntxhab nyob hauv Suav teb thiab Kaus Lim Qab Teb muaj cov kev coj ua sib txawv, tab sis lawv txhua lub hom phiaj ntawm cov khoom lag luam siab. Nws cia siab tias qhov kev lag luam ntawm OLED vaj huam sib luag yuav nce sai. Tsav los ntawm qhov kev thov ntawm kev sib tw hluav taws xob thiab 5g, high-end zaub vaj huam sib luag yuav dhau los ua cov kev sib tw txuas ntxiv rau cov vaj huam sib luag lag luam.
Tam sim no, lub hauv paus tseem ceeb los cuam tshuam kev thov OLED yog qhov muaj peev xwm ua tau zoo. Kev ua lag luam hauv OLED yog nyob rau lub sijhawm loj hlob sai, thiab nws cov ntawv thov kev lag luam feem ntau yog los hloov LCD.
Raws li Lub Chaw Tshawb Xyuas Kev Tshawb Fawb ntawm Tuam Txhab Nyiaj Txiag Suav Tuam Txhab, lub xov tooj smartphone lub lag luam tsis muaj zog hauv thawj ib nrab ntawm 2019, uas ua rau lub lag luam smartphone vaj huam sib luag ua lag luam qis dua xyoo. Raws li kev pab tswv yim Qunzhi, nyob rau thawj ib nrab xyoo 2019, lub xov tooj hluav taws xob thoob ntiaj teb cov vaj huam sib luag thauj khoom yog kwv yees li 840 lab daim, nqis txog 5.2% xyoo rau xyoo. Nyob rau thawj ib nrab xyoo 2019, lub ntiaj teb OLED vaj huam sib luag cov khoom xa tuaj ntawm cov xov tooj ntse tau txog 220 lab daim, uas yog kwv yees li 26% ntawm tag nrho cov xov tooj vaj huam sib luag lag luam, nrog rau ib xyoos ntawm 18.6% nce. Nws kwv yees hais tias kev thauj khoom txhua xyoo ntau yog kwv yees li 490 lab thooj.
Tshuab thev naus laus zis coj kev lag luam nthuav dav
Thoob plaws hauv lub tsev vaj huam sib luag qhia tau hais tias qhov kev lag luam nthuav dav zuj zus raws li kev taw qhia ntawm thev naus laus zis. Noj Huaxing photoelectric ua piv txwv, lub tuam txhab kev ua haujlwm zoo tau txhawj xeeb los ntawm kev lag luam txij li tau muab tso rau hauv ntau lawm. Hauv thawj peb lub hlis xyoo no, kev lag luam vaj huam sib luag yog nyob rau hauv kev lag luam qis, thiab Huaxing optoelectronics tseem tuav tus nqi kev loj hlob ruaj khov, ua tiav cov nyiaj tau los ntawm kev ua haujlwm ntawm 7.25 billion yuan thiab cov txiaj ntsig ntawm 683 lab yuan, nce 35.2% ib hlis nyob rau lub hli piv nrog rau lub quarter thib plaub ntawm xyoo tas los. Nws yog tib lub lag luam vaj huam sib luag hauv kev lag luam uas tau tswj hwm cov nyiaj tau los txhua xyoo txij li tau muab tso rau hauv kev ua haujlwm.
Ntxiv rau, BOE yeej ib txwm yog lub tuam txhab vaj huam sib luag loj tshaj plaws nyob hauv lub ntiaj teb. Nws tau dhau los ua lag luam LCD vaj huam sib luag ntau lawm kab hauv Kaus Lim Qab Teb ntev dhau los, los ntawm qhov nws tau kawm thiab tau txais cov cuab yeej technology tshiab. Tom qab ntawd, nws tau pib ntawm txoj kev tsim khoom thiab pib LCD vaj huam sib luag. Hauv xyoo 2009, nws tau pib teeb tsa cov vaj huam sib luag ntau lawm. Tom qab lub sijhawm ntev ntawm kev tshawb nrhiav tas mus li, tam sim no nws raug ntes nrog ntau lub chaw lag luam hauv Nyij Pooj thiab Kaus Lim Qab Teb.
BOE hloov pauv los ntawm TV duab raj rau LCD ntau lawm kab, thaum Shenzhen Tianma tabtom los ntawm lwm txoj kab. Thawj Shenzhen Tianma yog los ua CNC zaub npo. Txhua txoj kev ua rau Rome. Txawm li cas los xij, txoj kev pib sib txawv. Piv nrog BOE, shentianma nyiam cov vijtsam me me. Lub tuam txhab kev hloov pauv ntawm cov kev hloov pauv kuj tseem ceeb tias BOE li.
Txawm li cas los xij, Shenzhen Tianma tas li txhim kho nws cov txuj ci zog los ntawm kev tshawb fawb thiab kev tsim kho. Huawei lub tshiab perforated screen yog amazing heev. Nws yog Shenzhen Tianma uas siv qhov screen.
