Cov lus nug: kaum tawm xov xwm kub hauv mobile iav kev lag luam hauv 2019

Jan 27, 2020

Xyoo 2019, nrog rau kev tshaj tawm ntawm cov thev naus laus zis tshiab xws li 5g kev ua lag luam thiab kev them nyiaj wireless, lub vijtsam mobile tau tsim kho tas li. Folding screen, waterfall screen thiab ib puag ncig lub vijtsam tau dhau los ua lub hom phiaj ntawm kev tawm tsam lub davhlau ya nyob twg. 2.5D thiab 3D nkhaus iav tau dhau los ua cov khoom siv tseem ceeb xaiv cov khoom siv ntse ntse, thiab daim ntawv 3.5D tseem tab tom tsim.


Raws li kev soj ntsuam ntawm IHS Markit cov ntaub ntawv, lub ntiaj teb cov zaub mov xa tuaj ntim khoom ntawm mobile kov vaj huam sib luag npog iav, suav nrog rau sab pem hauv ntej thiab sab nraud, yuav tsum ncav cuag txog 2.4 txhiab daus las hauv 2019, nce ntawm 13.9% piv nrog 2.1 billion daim hauv 2018, thiab yuav txuas ntxiv tswj kev lag luam ruaj khov nyob hauv ob xyoos tom ntej, nrog nce 11.4% xyoo 2020 thiab 7.3% hauv 2021.


5g kev ua lag luam nrawm dua kuj tseem yog lub sijhawm tseem ceeb rau 3D nkhaus iav kom nkag rau hauv nruab nrab thiab qib siab qib muag hauv xov tooj khw, tsheb tso saib, coj hnav thiab lwm yam teb. Nws tseem yog lub sijhawm zoo rau cov tuam ntxhab 3D curved iav npog phaj kom zom cov khoom lag luam thiab txhawb kev muag khoom. Dab tsi hloov pauv tau kev lag luam iav tau coj los rau xyoo 2019? Kaum qhov xwm txheej kub tshaj plaws hauv iav kev lag luam txij li xyoo no tau txheeb los ntawm Xiaobian rau kev siv xwb:


1. IPhone 11 muag kev loj hlob, tsav Apple Lansi thiab Bourne vaj huam sib luag xa mus


Lub lag luam smartphone tsis muaj zog, nrog Apple lub ntiaj teb kev muag khoom poob 6% xyoo-rau-xyoo. Tom qab txhua xyoo ntawm iPhone tshiab, qhov tshaj tawm ntawm lub iPhone tshiab tshiab 11 series, tshwj xeeb tshaj yog iPhone 11 pib ntawm tus nqi qis dua, tau nce muag khoom lag luam iPhone.


Raws li cov ntsiab lus tawm tsam, hauv Canada, kev muag khoom hauv peb lub hlis thib peb ntawm 2019 tau nce 17% xyoo-rau-xyoo thiab 36% ntawm lub hli. Xyoo no, Apple Samsung ua tau zoo hauv kev lag luam tsis suav. Cuam tshuam los ntawm kev lag luam tawm tsam, nws tau ua tiav qhov sib qhia ntawm Huawei cov tshuab ua haujlwm siab hauv qee lub khw, thiab tseem tsav lub iav vaj huam sib luag thauj khoom ntawm Apple AVL cov neeg xa khoom Lansi thiab Bourne.


2. Lub tswv yim tom ntej ntawm cov iav hloov tau (folding + CPI)


Lub vijtsam foldable coj kev cuam tshuam rau qhov kev siv dag zog hauv lub ntiaj teb, thiab coj kev hloov kho tshiab rau kev tsim ntawm cov xov tooj ntse, khoos phis tawm thiab lwm yam khoom siv.


Raws li kev txheeb xyuas thiab kev twv ua ntej ntawm cov chaw lag luam counter point chaw lag luam, kev lag luam nkag ntawm lub vijtsam folding lub xov tooj ntawm tes yuav nyob 3% ntawm cov lag luam xov tooj ntse ua ntej 2023. Ua ntej Samsung, Huawei thiab lwm cov tuam txhab lag luam tau tsim folding screen xov tooj txawb. Cov ntxaij vab tshaus folding no yog ua los ntawm CPI yas cov ntaub ntawv uas tuaj yeem ua tau raws li qhov yuav tsum tau ua ntawm yooj thiab siab.


Corning, tus neeg xa khoom Kaus Lim Kauslim doinsys, Schott, Asahi, thiab lub cim tshiab ntawm cov iav hloov tau tsim los ntawm Dongxu optoelectronics yuav ua rau muaj qhov tsis xws ntawm CPI uas yooj yim rau khawb thiab warp.


Tam sim no, lub khob tuab ntawm cov iav uas tsim los ntawm ntau cov tuam ntxhab yog tsawg dua 100 μ m, txawm tias thinner tshaj 20 μ m, nrog 200000 lub sijhawm ntawm kev rov ua dua. Saj zawg zog iav rau dabtsi yog khoov tsis yooj yim, tab sis txhawm rau txhim kho qhov cuam tshuam. Nrog cov kev ua kom zoo tas mus li ntawm cov iav kev ua tau zoo, iav hloov pauv tau muaj peev xwm zoo hauv kev ua lag luam folding npo.


3. Kev siv thev naus laus zis ntawm lub khob npog phaj: cov nyhuv ua kom pom tseeb, xim xim tiav, cov dej khov kom khov, cov iav tua


Tam sim no, tus ID tsim ntawm ntse xov tooj iav npog phaj tau dhau los ua qhov chaw kub ntawm cov khoom lag luam sib txawv.


Cov tsos thiab xim kho kom zoo nkauj ntawm iav tau mus txog lub tshuab thev naus laus zis. Los ntawm kev sib koom ua ke ntawm txheej txheej, UV hloov thiab lwm yam thev naus laus zis nrog 3D lithography thev naus laus zis nyob rau saum npoo ntawm iav, ntawm lub hauv paus ntawm gradient xim, txawv 3D phantom Aurora qauv yog tsim nrog lub teeb hloov.


Huawei siv 9-txheej nano kho qhov muag txheej tshuab ntawm P30; Tsis tas li ntawd, iPhone 11 rov qab los tsim xim zoo nkauj nrog nws lub cev iav. Nyob rau hauv lub neej yav tom ntej, cov xim tsim ntawm iav npog phaj yog xav tias yuav nkag mus ntxiv rau hauv lub lag luam smartphone.


4. Cov kev txhim kho ntawm kev ua tau zoo ntawm iav thiab kev nce ntawm kev sib tsoo coj cov tshiab tuaj rau cov cuab yeej siv


Nrog rau kev nthuav dav ntawm ntau daim ntawv ntawm lub xov tooj ntawm tes, "OLED + nkhaus iav" lub xov tooj txawb tau dhau los ua qhov kev tshiab tshiab hauv qhov kev hloov tshiab. Nyob rau tib lub sijhawm, qhov kev txhim kho siab ntawm cov duab saib tseem yuav tsum muaj kev ua tau zoo dua ntawm kev poob qis thiab khawb tsis kam ntawm iav.


Nrog cov kev txhim kho tas mus li ntawm cov iav yam ntxwv, kev ua cov teeb meem nyuaj ntawm cov ntaub ntawv kuj nce zuj zus, uas coj cov kev cov nyom tshiab rau cov tsheb laij thiab cov khoom sib tsoo, nrog rau cov khoom hloov kho kom zoo.


5. high efficiency ntawm tsis siv neeg polishing thiab ceev cov iav ua


Kev ua tiav ntawm cov vaj huam sib luag iav tau zoo tuaj, thiab kev sib tsoo thiab polishing nyuaj kuj nce raws li. Nrog kev txhim kho ntawm lub zog thiab kev cuam tshuam ntawm cov iav vaj huam sib luag, kev sib tsoo thiab polishing txheej txheem kuj tseem nyuaj. Rau polishing, txoj kev txiav thiab kev sib txawv ntawm kev txiav quab yuam yog qhov tseem ceeb heev.


Xike thiab lwm yam khoom siv tuam ntxhab tau tsim lub siab zoo tag nrho-tsis siv neeg sib tsoo thiab polishing cov cuab yeej siv rau iav ua haujlwm nrog ntau tus qauv turntable, txuam nrog cov khoom polishing nrog tib qho kev ntxhov siab ntawm lub hauv paus ntawm cov khoom. Kev tswj lub tshuab hluav taws xob tsis zoo tam sim no, paub qhov puv-qhov tsis siv neeg, tsis kaw qhov haujlwm, qhov ua haujlwm siab yog siab, siv thiab tso cov khoom ntawm nws tus kheej, txoj kev hloov pauv ntxiv txoj kev sib hloov, txoj kev txiav lub zog, lub zog loj.


6.iPhone 11 series iav txias txiav thiab thinning tsav lub zog tseem ceeb ntawm tag nrho kev lag luam CNC


Nkhaus iav vaj huam sib luag ua thev naus laus zis tseem txuas ntxiv, los ntawm kub khoov, iav fusion, thinning, thiab txawm mus txias carved iPhone 11 series iav npog phaj.


Cov txheej txheem txias ntawm cov iav nkhaus yog txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhim kho cov tuab ntawm cov menyuam ntawm lub tshuab carving. Nyob rau hauv cov txheej txheem ntawm txias duab puab, nws kuj muaj qhov ua haujlwm ntawm kev txo cov tuab thiab kev nruj. Txawm hais tias lub kub khoov iav yog paub tab rau 3D nkhaus nto kev siv tshuab, nws muaj lub zog loj siv thiab tsis tshua muaj kev ua haujlwm, yog li Apple tsis tau siv cov ntawv khoov kub.


Txias carving muaj qhov ntsuas siab thiab ceev ceev ua kom nrawm. Txoj kev ua no tsis tsuas yog txhim kho qhov tsim thiab tsim cov theem ntawm kev lag luam xov tooj, tab sis kuj tau txais txiaj ntsig cov ntaub ntawv siv tau ntawm kev siv dej thiab cov hmoov av. Tag nrho cov iav ib-daim txias carving tshuab tau nce raws li kev tsav ntawm kua, uas paub tias yog lub zog tseem ceeb tsav tag nrho CNC kev lag luam.


7. Cov iav npog phaj ua kab ua haujlwm hloov kho, siv tshuab tsis siv neeg ntau


Nws yog qhov ib txwm ua kom paub cov cuab yeej siv automation hauv kev lag luam kev tsim khoom, thiab txawm hais tias ua tiav ntawm iav npog phaj tau pib pib coj txoj kev siv automation. Tsis siv neeg ntau lawm, kev siv dag zog, siv neeg hlau yuav luag txhua tus qauv, txawm tias cov iav ua tau zoo, lossis txias carving tuaj yeem ua tiav manipulator loading thiab txo cov haujlwm.


Qhov kev ua no tsis tu ncua suav nrog kev thau khoom thiab thau khoom tawm, thawm kho qhov muag thiab kuaj qhov muag. Los ntawm kev qhia ntawm kev ntsuas khoom siv thiab kev soj ntsuam pom, tus neeg siv dag siv yog siv los ntawm phau ntawv nqa, nqa thiab kho cov khoom. Nws tsis tsuas yog txo cov kev siv zog hauv kev tsim tawm ntau lawm, txo cov nqi zog thiab kev tswj hwm kev ua haujlwm nyuaj, tab sis tseem txhim kho cov khoom lag luam thiab cov khoom tseem ceeb.


8. Cov tuam txhab iav tsim kev sib tw ua ke rau tom ntej tuyere tsheb kov zaub


Nyob rau hauv lub neej yav tom ntej, yuav muaj ntau qhov txuj ci tseem ceeb hauv kev txhim kho cov tib neeg kev sib tham hauv tsheb thiab kov kev tshuaj ntsuam kev lag luam kev lag luam hauv AI era. Nrog rau kev tsim cov kev txawj ntse ntawm lub tsheb, cov iav nkhaus nrog lub ntsej muag kov thiab kev ntxhib los mos tuaj yeem coj tau txias thiab txias tshiab kev ua haujlwm rau sab hauv tsheb, paub qhov kev sib txuas ntawm txoj kab uas muaj peb sab, ua rau lub vijtsam saib kom pom ntau dua, thiab txhim kho kev ywj pheej ntawm kev ua haujlwm koom ua ke. Nkhaus iav vaj huam sib luag yog maj mam siv nyob rau hauv kev tswj hwm vaj huam sib luag, nram qab saib zaub, copilot kev lom zem system thiab txawm HUD lub taub hau nce zaub ntawm high-kawg tsheb.


Txawm hais tias kev siv lub zog tshiab ntawm tsheb, txhawm rau kom txo tau qhov hnyav, hloov pauv cov uas twb muaj lawm sodium calcium iav nrog lub siab aluminium silicon iav tuaj yeem txo qhov hnyav los ntawm 14% thiab lub thickness los ntawm 50%. Nws tuaj yeem kwv yees tias thaum txoj kev tsav tsheb tsav tsis tau muab tso rau hauv kev ua lag luam, ib nrab ntawm lub tsheb yuav dhau los ua iav. Txawm hais tias los ntawm kev ua electrochromic iav nyob rau lub hauv paus uas twb muaj lawm, tus tswv tsheb tuaj yeem hloov xim ntawm lub tsheb raws li nws lub siab. Los ntawm kev nthuav dav ntawm lub tsheb txawj ntse, daim ntawv thov ntawm 3D nkhaus iav yuav maj mam ua tiav nyob rau hauv cov tsheb zaub.


9. Kev txawj ntse thoob ntiaj teb hnav yog cua sov, tsav lub iav kub txheej txheem kev lag luam


Tam sim no, cov iav nkhaus yog siv dav hauv cov ntse ua si, VR thiab lwm yam ntse coj. Cov nyhuv pom ntawm nkhaus iav pob tshab yog pob tshab thiab ci. Los ntawm haum nrog AMOLED npo, nws tuaj yeem ua tiav kev poob siab pom kev tsis muaj ncej. Ntxiv mus, rau cov khoom lag luam me, curved nto khoov rau kev ua tau zoo dua thiab cuam tshuam tsis kam zoo dua.


Nrog kev ua kom nrawm ntawm 5g kev siv coj mus muag thiab kev tsim kho ntawm cov khoom siv me me, cov cua sov ntawm cov khoom ntse ntse tau nce ntxiv. Raws li Gartner qhov kev kwv yees tshiab, tag nrho cov kev siv nyiaj ntawm qhov kawg ntawm cov neeg siv khoom siv hnav tuaj txog yuav muaj txog 52 txhiab nyiaj daus las hauv 2020, nce 27% ntau dua 2019. Xyoo 2019, lub ntiaj teb cov neeg siv tau siv nyiaj txog $ 41 nphom.


5g kev ua lag luam nrawm dua, nrog kev txhim kho tshiab ntawm 3D iav tshiab thiab kev txhim kho ntawm cov iav ntaub ntawv cov khoom, tus nqi ntawm lub khob npog phaj yog xav kom nce ntxiv, yog li txhawb kev nthuav dav thiab kev loj hlob ntxiv ntawm iav npog phaj ua lag luam. Lansi, Bourne, BYD, Foxconn thiab lwm tus neeg muag khoom loj ntawm cov iav vaj huam sib luag tseem yuav los tsim kho tshiab.


10. OLED pib tso tawm, 3D iav ntawm pem hauv ntej npog tiag tawg


Raws li thelec, South Kauslim xov xwm, hauv lub lag luam vaj huam sib luag smartphone, OLED vaj huam sib luag xa khoom tau dhau LTPS LCD thawj zaug hauv lub quarter thib peb, thiab kev lees txais OLED los ntawm smartphone vaj huam sib luag tuam txhab tau nce ntau. Nws xav pom tias ntau tshaj 50% ntawm cov xov tooj smartphones yuav siv OLED hloov tau zaub Haode xyoo 2020.


Ntxiv rau Samsung cov zaub, LG thiab lwm cov lag luam OLED vaj huam sib luag, cov vaj huam sib luag hauv vaj huam sib luag BOE, Huaxing optoelectronics, vicino thiab lwm cov tuam ntxhab kuj tau ua tiav OLED. BOE tau nyob hauv txoj haujlwm ua tus xa khoom ntim ntawm lub xov tooj ntse saib cov ntxaij vab tshaus rau ob peb lub hlis sib law liag. Txij li thaum Lub Kaum Hlis Ntuj xyoo no, cov micro OLED vaj huam sib luag tau tsim loj hauv Kunming, Yunnan xeev; vicino's OLED kuj tseem muaj kev pabcuam loj rau millet cc9 pro. Cov txheej txheem tam sim no 3D iav thiab 3.5D iav tau ua tiav qhov kev sib tw zoo kawg nkaus nrog OLED, uas zoo heev txhim kho cov tshuaj ntsuam pom tau. Nrog kev nce zuj zus ntawm OLED, 3D iav ntawm pem hauv ntej npog yuav usher hauv kev tawg.


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