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Mainland Vaj Huam Sib Luag Manufacturers Yuav Ntau Ntawm Equipments kev, OLED vaj huam sib luag Tej zaum Fim Lub Muaj Ntawm Oversupply Tom ntej no xyoo

Mainland Vaj Huam Sib Luag Manufacturers Yuav Ntau Ntawm Equipments kev, OLED vaj huam sib luag Tej zaum Fim Lub Muaj Ntawm Oversupply Tom ntej no xyoo

Mar 20, 2017

Bernstein mus xyuas cov teb chaws Asia hluav taws xob mov saw, tham nrog 23 tuam txhab uas muag thiab lag luam kws txawj, tshaj tawm hais tias hais tias "Tuam Tshoj syndrome", lub Hoobkas spree ntws los khoom kev lag luam yog dej siab, tab sis ntev peev yuav ua rau OLED vaj huam sib luag lub ntsej muag cov teeb meem loj nyob rau hauv 2018.

Lub motley neeg ruam thiab Barron qhia hais tias ib feem ntawm lub vaj huam sib luag, lub Hoobkas khiav OLED peev xwm kauj ruam tshaj cov miv nyuas, cov khoom thiab cov ntaub ntawv ua lag ua luam yog cov kev pab los ntawm capital siv voj voog OLED.

Semiconductor qhov chaw kuj muaj ib tug zoo li qhov teeb meem no, av Hoobkas nyiaj ua lag luam hnyav ncawv rau hauv 3D Nand, semiconductor khoom thov soared. Nco, tam sim no mov ntawm DRAM yog tseem kaw ntom nti, 2017 DRAM quotes nyob twj ywm optimistic.

Bernstein ceeb toom hais tias cov av yog heev active expansion ntawm lub peev xwm ntau, OLED ntshai oversupply nyob rau hauv lub neej yav tom ntej. Cov tsab ntawv ceeb toom hais tias ob lub lis piam dhau los, Bernstein taw tes qhia tawm tias tus thib ob tiam ntawm cov kua siv lead ua (LCD) thiab OLED capital kev siv nyiaj surge nyob rau hauv lub thib ob ib nrab ntawm 2017 thiab 2018 yuav muaj ib tug loj teeb meem. Mus saib rau cov teb chaws Asia kuj paub tseeb hais tias hais tias Tuam Tshoj raws li vaj huam sib luag makers yog tawm tsam kom nthuav OLED muaj peev xwm.

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Txawm li cas los, tam sim no OLED vaj huam sib luag yog tseem kub. Cov tsab ntawv ceeb toom hais tias qhov thib ob ib nrab ntawm lub xyoo no, Samsung yuav tsum nkoj 80 lab poob lawm ntawm ntse tshuab OLED vaj huam sib luag rau cov kua, OLED profit yog zoo tshaj qhov xav pom, kev khiav hauj lwm cov npoo sawv los ntawm 20% mus rau 25%. Vim lub concentration ntawm OLED mov rau Samsung Electronics thiab kua, txawm hais tias Tuam Tshoj tus ntse xov tooj OEM nroj tsuag yog txaus siab them tus nqi ntawm lub LCD vaj huam sib luag mus yuav OLED, tseem tsis lob. Kua OLED daim ntawv cog lus yog unconditional kev them nyiaj daim ntawv cog lus (Coj - los yog - daim ntawv cog lus), saj zawg zog OLED vaj huam sib luag nqi yog $ 75 rau $ 80, ntau tshaj qhov $ 30 ntawm cov zog OLED vaj huam sib luag.

Cov phab ntsa Street Journal (WSJ) qhia rau lub Japanese version ntawm lub 7, raws li cov neeg paub lub ntsiab lus ntawm txoj kev sib raug (Ntse) qhia hais tias ntse lub hom phiaj yuav poob txog 100 billion yen los nthuav lub OLED vaj huam sib luag lawm txoj kev npaj, kev pab them nqi nyob rau hauv lub xyoo tom ntej (2018) OLED vaj huam sib luag tso zis ntau zog mus rau 30 txhiab daim yam tsawg kawg nkaus Nyiv ntau yam nroj tsuag, peev yuav qis tshaj nyob rau hauv lub Cuaj Hli Ntuj xyoo tas los lub nyiaj tso tawm los ntawm 74%, tab sis qhov no mas yog nyob rau hauv thiaj li yuav caum cuag nrog Samsung, qhov kev txiav txim ntawm iPhone.