Vaj Huam Sib Luag nqe nres nce siab rov qab ruaj khov: lub neej yav tom ntej nqi zog yuav tsum nyob Suav teb

Raws li lub vev xaib ntawm sigmaintell, nws tsis ntev los no tso tawm thoob ntiaj teb IT vaj huam sib luag nqe vane nyob rau lub Rau Hli qhia tias tus nqi theem ntawm phau ntawv teeb tsa vaj huam sib luag yog nyob rau theem siab. Txhawm rau kom txo tus nqi siab ntawm tag nrho lub tshuab ua tshuab thiab txo cov khoom lag luam, cov vaj huam sib luag ntawm cov lag luam txuas ntxiv kho cov nqi qis thiab siab kawg vaj huam sib luag rau lub quarter thib ob. Ntawm lawv, 21.5 "FHD TN xav tau tsis muaj zog, thiab nws tau kwv yees tias tus nqi yuav poob rau lub Rau Hli, 23.8" FHD IPS qhov kev thov yog qhov muaj zog, qhov muab thiab xav tau yog sib npaug, thiab tus nqi kwv yees nyob rau lub Rau Hli. 13.3 tus nqi ntawm "HD TN, 15.6" FHD IPS vaj huam sib luag poob me ntsis thaum Lub Rau Hli.

Tus nqi vaj huam sib luag siab nyob rau lub quarter thib ob

Qhov tseeb, lub teeb vaj huam sib luag ntawm cov ntsiav tshuaj khoos phis tawm tau nqis los ntawm 2% mus rau 3% lub Tsib Hlis, feem ntau vim yog qhov tsis muaj zog xav tau rau cov xov tooj ntse. Cov tuam txhab vaj huam sib luag hloov chaw ntau lawm ntawm cov ntxaij vab tshaus xov tooj mus rau cov khoos phis tawj, ua rau cov nqi vaj huam sib luag txuas ntxiv poob ntawm 1% mus rau 2%. Lub vaj huam sib luag rau cov tuam txhab taw qhia tias tus nqi ntawm lub xov tooj txawb vaj huam sib luag yuav nqes thaum Lub Rau Hli. Ua ntej lub vijtsam hloov pauv tsis tuaj yeem nkag mus rau hauv lub lag luam davhlau ya nyob twg tam sim, cov tuam txhab xov tooj ntawm tes tau tig mus rau 18: 9 cov vijtsam dav dav, ua rau qhov kev poob qis ntawm qhov kev thov rau thawj daim phiaj vaj huam sib luag.

Nrog tus nqi ntawm cov hluav taws xob me thiab nruab nrab LED vaj huam sib luag poob qis, tus nqi ntawm 32 "LCD TV vaj huam sib luag tau nce 15 lub hlis, qhov ntev tshaj plaws hauv keeb kwm. Tom qab nkag mus rau lub quarter thib ob hauv lub Plaub Hlis, cov vaj huam sib luag xav tau nce vim yog cov khoom lag luam tshiab nkag mus rau hauv kev ua lag luam, tab sis vim yog qhov tsis txaus siab lub davhlau ya nyob twg xav tau thiab cov khoom lag luam tshwj xeeb tau npaj cov khoom lag luam, cov khoom siv thoob ntiaj teb thiab kev xav tau ntawm LCD TV vaj huam sib luag tau tuav tshuav nyiaj, thiab feem ntau cov vaj huam sib luag nqi tau nres nce siab thiab ruaj khov.

Raws li lub tsev tsim khoom siv hauv tsev, lub ntiaj teb LED TV xa khoom hauv thawj peb lub hlis poob nqis 3% xyoo dhau xyoo, thaum kev lag luam TV TV hauv tsev lag luam xa khoom poob txog 14% xyoo rau xyoo. Lub koomhaum xav tias kev lag luam xa tawm LCD TV hauv xyoo 2017 yuav muaj 23,4 billion teeb, poob 2.0% xyoo rau xyoo. IHS Markit taw qhia tias cov tuam txhab TV tsis tuaj yeem ua rau tus nqi siab, kev lag luam TV tau poob qis rau hauv ebb, txoj kev sib raug zoo nrog cov nplaim hluav taws xob tau pib tob zuj zus, thiab nrog cov nruam pais los ntawm cov khoom siv siab, cov nqi vaj huam sib luag. tsis tuaj yeem sawv hauv lub quarter thib ob, thiab 10.5 tiam cov nroj tsuag ntawm BOE yuav muab tso rau hauv kev tsim tawm xyoo 2019, thiab 10.5 tiam cov nroj tsuag ntawm BOE yuav raug teeb tsa nyob rau lub hlis thib ob ntawm lub xyoo no, uas xav tias tsam tau txais nyiaj ntau dhau los, thiab tej zaum yuav teb nyob rau hauv ob ib nrab ntawm lub xyoo no ua ntej. Cov nqi yuav thim rov qab, tab sis lub xyoo no tseem yog ib xyoos thaum khoom siv luv.

Cov kws tshuaj ntsuam cia siab tias cov nqi vaj huam sib luag yuav qeeb qeeb, uas yuav kis mus rau lub TV me me hauv vaj huam sib luag tom qab cov ntawv me thiab nruab nrab xws li cov xov tooj ntawm tes thiab ntsiav tshuaj, thiab pib poob, thaum tus nqi ntawm TV loj-loj vaj huam sib luag yuav nyob siab. Txawm li cas los xij, qee tus neeg hauv cov xov tooj xa tawm tau hais tias LCD vaj huam sib luag yuav poob thawj zaug thaum Lub Rau Hli. Vim tias cov khoom lag luam ntau hauv lub voj voog, nws yuav siv lub Kaum Ib Hlis los ua daim duab qhia rau cov khoom lag luam qib.

Raws li cov ntaub ntawv txheeb xyuas cov ntaub ntawv thoob ntiaj teb vaj huam sib luag cov khoom lag luam ntawm Qunzhi, tag nrho cov khoom lag luam ntawm cov lag luam TV vaj huam sib luag hauv thawj peb lub hlis xyoo 2017 yog 1.2 lub lim tiam, tshwj xeeb tshaj yog cov lus nug ntawm 65 nti thiab lwm qhov loj-teev vaj huam sib luag nrog nruj mov tau tsawg heev. Txawm li cas los xij, nrog kev tshuav nyiaj ntawm cov khoom siv thiab kev xav tau, tag nrho cov khoom lag luam ntawm cov tuam txhab vaj huam sib luag yuav tsum nce ntxiv. Hauv thawj peb lub hlis twg, cov khoom lag luam ntawm cov khw lag luam txawv teb chaws tau kwv yees li 9 lub lim tiam, thiab cov khoom lag luam suav hauv Suav tau kwv yees li 6 lub lim tiam. Cov lus nug qib tau nyob rau sab siab, thiab cov khoom lag luam ntawm cov khw muag khoom hauv tib lub caij nyoog tseem qhia txog kev loj hlob ntawm kev loj hlob. Hauv thawj peb lub hlis xyoo 2017, qhov sib txawv ntawm cov vaj huam sib luag thiab nws cov neeg siv khoom lag luam xa tau ntau qhov sib txawv. Cov khoom lag luam nce ntxiv ntawm Foxconn OEM thiab hom ntse yog ze rau 1 lab units, thiab Foxconn tau tso lub hom phiaj muag thoob ntiaj teb ntawm 10 lab units rau qhov ntse.

Cov kws tshawb fawb hauv kev lag luam tau hais tias los ntawm qhov pom ntawm qhov kev suav khoom ntawm tag nrho cov xov tooj cua hauv ntiaj teb kev lag luam, cov khoom khaws cia no tau cog lus kom coj ntau yam tsis paub tseeb rau cov khoom siv thiab xav tau nyob rau xyoo thib ob ntawm lub xyoo, thiab cov muag khoom nce siab nyob rau lub caij thib ob ib nrab ntawm lub xyoo yuav los raws li tau teem tseg.   Lub sijhawm ntawd, cov nqi vaj huam sib luag yuav nyob ruaj raws li cov ntaub ntawv tshawb fawb, thiab cov lag luam TV qeeb qeeb yuav rov qab vim lub caij nyoog siab tshaj?   Nyob rau tam sim no, cov peev xwm ntau lawm ntawm cov lag luam vaj huam sib luag hauv vaj huam sib luag yog tsis tu ncua ntau zuj zus, kev vam khom ntawm Nyij Pooj thiab Kaus Lim vaj huam sib luag yuav maj mam txo, thiab kev tsis sib haum xeeb ntawm kev ua vaj huam sib luag thiab kev thov yuav maj mam daws.   Cov txheej txheem ntawm kev hloov tsev ntawm Tuam Tshoj thiab Kaus Lim Qab Teb xav tau ib lub voj voog, thiab tag nrho cov tshuab tuam txhab xav tau thev kom tsis txhob muaj mob los pauv qhov poob ntawm qhov tawm ntawm lub zog.

Lub vaj huam sib luag hloov hauv tsev yog teeb meem ntawm lub sijhawm

Tam sim no, kev lag luam tso zis tso hauv tebchaws coj los ntawm BOE yog nce sai heev, uas muab cov chaw tsim khoom hauv Suav nrog kev sib cav thiab lub zog nyob hauv kev nrhiav khoom.   Nws yog qhov sib piv rau lossis txawm dhau dhau lub tuam txhab Kauslim hauv kev lag luam ntawm cov nplai, ntau lawm, thev naus laus zis lossis kev ua tau zoo, thiab muaj kev cuam tshuam lub ntiaj teb cov qauv hauv cov khoom lag luam semiconductor core tiv thaiv kev lag luam.   Nrog lub ntiaj teb cov xim TV ua lag luam tsiv mus rau Tuam Tshoj, ntau dua 70% ntawm cov khoom lag luam kawg nyob rau hauv cov lag luam nqes dej ntawm lub vaj huam sib luag tshwm sim hauv Suav teb loj.   Qhov zoo ntawm kev lag luam hauv zos thiab muaj peev xwm nplai sib tshooj.   Raws li cov ntaub ntawv soj ntsuam, Tuam Tshoj yuav muaj 15 TV cov kab ntau lawm kab los ntawm 2020, suav nrog 12 8.5 tiam kab thiab 3 10.5 tiam kab.

Nws to taub tias tam sim no, 9 ntawm BOE 11 kab tau muab tso rau hauv ntau lawm, thawj 5.5 tiam Ordos AMOLED cov kab ntau lawm tau nqis peev los ntawm BOE hauv Suav teb thiab thib ob 5.5 tiam Ordos AMOLED cov kab ntau lawm hauv ntiaj teb, "super Hoobkas" Chengdu's 6-tiam hloov tau AMOLED kab kev lag luam tau muab tso rau hauv ntau lawm;   2 8.5-tiam kab tau muab tso rau hauv ntau lawm los ntawm Huaxing optoelectronics, thiab lub ntiaj teb 11 kab ntau tshaj plaws tau tsim;   qhov "tianmaping" tau sib tham vim Xiaomi Max tau dhau lub tuam txhab teev npe.   Raws li kev tshaj tawm tshiab tshaj plaws ntawm Shenzhen Tianma a, lub peev xwm ntawm Tianma lub cim 5 tiam AMOLED cov kab ntau lawm tau npaj ua 15000 pieces ntawm 5.5th tiam 1/4 txiav OLED evaporated thiab kaw iav substrates txhua lub hlis.   Cov kab ntau lawm tau coj txoj hauv kev tsim cov khoom lag luam loj thiab cov zaub mov xa tuaj rau cov neeg lag luam loj ntawm mobile ntse davhlau ya nyob twg hom hauv 2016;   Wuhan Tianma lub cim 6 tiam LTPS AMOLED cov kab ntau lawm kuj tau taws hauv lub Plaub Hlis, thiab ob lub vijtsam nruj thiab yoog raws cov teeb pom kev zoo tau lit. Nws cov peev txheej npaj muaj raws li nram no: Kev ua tiav txhua hli ntawm 6 tiam tiam ltpsamoled evaporation plating substrate 30000, yuav tsum yog huab hwm coj tsim xyoo no.   Ob txoj kab LTPS ntawm g5.5 thiab G6 uas yog los ntawm Tianma microelectronics tseem ua tiav ntau lawm hauv 2015 thiab 2016 feem, thiab nws cov nyiaj tau paj tiav rau thawj peb lub hlis tau nce los 147.72% xyoo-xyoo.

Nws tsim nyog teev tias thaum pib ntawm lub tsev lag luam Huaxing photoelectric thiab lwm cov chaw ua haujlwm vaj huam sib luag, ntse 10 tiam kab pib tau pib, thaum Kauslim kev lag luam tau nkag mus rau ib nrab ntawm kev txo nqi thiab kev txiav tawm ntawm cov khoom ntiag tug hauv lub xeev.   Zoo ib yam li BOE, hauv cov lus nug ntawm "muab tso rau hauv kev tsim tawm yog rov qab", Zhonghua Xingguang Electric Co., Ltd. nyob rau thawj qhov chaw pw hav zoov ntawm cov vaj huam sib luag ntiaj teb LCD thiab dhau los ua tus txiaj ntsig TCL.   Nws tseem ua rau TCL tsuas yog TV ua lag luam nyob hauv Suav teb uas tau ua tiav cov txheej txheem ntsug ntawm cov saw hlau, thiab nws cov tub ntxhais tseem tsis tau tswj hwm los ntawm lwm tus.

Txawm li cas los xij, nrog kev nce ntxiv ntawm Tuam Tshoj tus tso saib kev lag luam kev lag luam, seb Xiaomi max2 siv qhov kev lag luam "Tianma screen" tau dhau los ua qhov tseem ceeb ntawm kev sib tham ntawm cov kiv cua.   Yav dhau los, rau cov tuam txhab txawb xov tooj, vim tias tus nqi tsawg, nws tsis yog qhov tseeb rau cov tsis tshaj tawm lossis 1000 yuan lub xov tooj ntawm tes los siv cov ntxaij vab tshaus txawv teb chaws, thaum lub vijtsam hauv tsev yog qhov kev xaiv zoo tshaj plaws los ntawm cov xov tooj txawb tuam txhab tom qab suav nqi thiab npo zoo.   Ob peb xyoos dhau los, rau cov tuam txhab tsim xov tooj ntawm tes, nws tau siv ob peb xyoos rau "kev pe hawm txawv teb chaws thiab fawning rau txawv teb chaws" kom tsis txhob tham txog cov ntxaij vab tshaus hauv tsev.   Nws tau kuj tau ob peb xyoos rau cov tuam ntxhab ua ostentatious thiab tsis muaj kev sib cav muaj zog nyob rau hauv pem hauv ntej ntawm Kauslim kev lag luam.   Nws tau kuj tau ob peb xyoos rau cov kev ua lag luam zaub hauv tebchaws ywj pheej los "ua kom poob siab".

Raws li cov khoom siv hauv tsev.com, muaj ze li 15 ntiaj teb cov tshuaj ntsuam txawb hauv ntiaj teb, suav nrog 2 hauv Kaus Lim Qab Teb, 2 Tebchaws Nyij Pooj, 4 hauv Taiwan, thiab 7 hauv Suav teb loj.   Lawv yog: Samsung, BOE, LGD, JDI, Zhonghua yingguan, Tianma, Longteng, Qun Chuang, Hanyu Caijing, ntse, shenchao, Youda, Huaxing, Hehui, CLP panda.

Lub vaj huam sib luag tso saib, ua ke nrog kev sib koom ua ke, roj thiab hlau ore nyob ntawm plaub plaub qhov tseem ceeb hauv cov khoom lag luam nyob hauv Suav teb, thiab tam sim no tus nqi them tus kheej tau nyob ze 60%.   Qib uas kev tsim qhov cuab yeej cuab tam ywj pheej yog ntawm kev poob loj heev thiab cov neeg tsis txaus siab los ntawm kev tsis txaus sab tom qab hauv kev tsim khoom, thiab thaum kawg ua thawj hauv ntiaj teb.   Nws tsim nyog teev tias Chengdu hi tech Zone ib leeg tau sib sau ua vaj huam sib luag coj kev lag luam xws li BOE, shentianma, CLP panda, Foxconn, TCL, thiab lwm yam, sib sau tag nrho cov kev lag luam tseem ceeb los ntawm cov khoom siv cov khoom siv sab saum toj, Midream zaub vaj huam sib luag rau downstream davhlau ya nyob twg ntau lawm.   Cov neeg vaj huam sib luag tau hais tias lub ntiaj teb vaj huam sib luag yog inclining rau Chengdu, ib zaug ntawm cov domestic vaj huam sib luag ntau lawm muaj peev xwm tawg, ntiaj teb vaj huam sib luag nqe yuav tsis muaj nqe ntawm cov neeg ua lag luam txawv teb chaws.