Tsev > Xov xwm > Ntsiab lus

Lub LCD Vaj Huam Sib Luag Muaj Tus Txhawj Ntawm Matching Thiab seem

Mar 05, 2017

Tsis ntev los no, lub kub lub ntsiab lus ntawm LCD vaj huam sib luag kev lag luam yog attracting neeg lub mloog dua, nws yuav tsis tau lub 8.5 tiam kab, tab sis lub siab tiam ntawm 10.5 tiam lcd vaj huam sib luag ntau lawm kab. Raws li Ovid statistics, nyob rau hauv tas li ntawd mus LCD vaj huam sib luag ntau lawm kab tau nyob rau hauv ntau lawm, lub ntiaj teb no yuav muaj 6 ntau tshaj 10 tiam LCD vaj huam sib luag ntau lawm kab peev txoj kev npaj rau tom ntej no 3 xyoo.

Ib feem ntawm cov 10 tiam vaj huam sib luag ntau lawm kab yog ib qhov nyuaj rau koj khiav lag luam

Tam sim no, Tuam Tshoj yog investing nyob rau hauv kev tsim kho ntawm ob ntau tshaj 10.5 tiam LCD vaj huam sib luag ntau lawm kab, uas yog BOE lub peev peev nyob rau hauv kev tsim kho ntawm lub 10.5 tiam kab (muaj peev xwm 120K / hlis) rau 45,8 billion nyob rau hauv Hefei, qhov loj lawm yuav tsum nyob rau hauv thawj peb lub hlis twg ntawm 2018; Huaxing fais fab muaj Shenzhen 53 billion 800 lab yuan peev nyob rau hauv kev tsim kho ntawm lub 11 tiam kab (muaj peev xwm 140K / lub hlis), tus thawj peb lub hlis twg ntawm 2019 lawm txoj kev npaj. Nyob rau hauv tas li ntawd mus rau lub ob kab, Orville yunwang zaub lag luam saw kev tshawb fawb thawj coj Wang Xiaoyu hais tias, Foxconn (SDP) yuav nqis peev pab rau Guangzhou los tsim kom tau ib tug 10.5 tiam kab, lub peev nyiaj ntawm 61 billion yuan, yuav tsum nyob rau hauv 2019. Nyob rau hauv tas li ntawd, SDP nyob rau hauv lub tebchaws United States, aucan muaj 10.5 tiam kab peev txoj kev npaj nyob rau hauv Kunming nyob rau hauv Tuam Tshoj, thiab LGD nyob rau hauv Kauslim Paju, yuav tsum los tsim kom tau 10 tiam kab. Raws li cov lus ceeb toom, LGD nyob rau hauv kev tsim kho ntawm tus nqes hav ntawm lub 10 tiam kab, tej zaum yuav raws nyob rau thaum ntxov ntau lawm ntawm LCD panels, lub tom kawg yuav tau siab hloov dua siab tshiab rau OLED vaj huam sib luag.

Txawm li cas los, nyob rau hauv tas li ntawd mus juggle cov thiab Huaxing fais fab, ntau tshaj 10 tiam vaj huam sib luag ntau lawm kab kev npaj ntawm lwm manufacturers, yuav ua li cas muaj ntau yam yeej poob? Tej zaum peb yuav xav los tsom xam los ntawm cov nram qab no peb yam.

Ua ntej, cov chaw tsim tshuaj paus ntawm lub 10.5 tiam LCD vaj huam sib luag ntau lawm kab, yuav kom daws tau qhov teeb meem ntawm ntws los khoom yog tus yuam sij ceeb nyob rau hauv lub caij pib. Tam sim no, lub ntiaj teb no yuav muab lub 10.5 tiam kab txhawb ib tug puv tes ntawm cov khoom, uas Canon tsis xav kom muab tso rau hauv lub ntaus ntawv, thiab Nikon muaj tsis muaj kev pab them nqi rau kev nthuav ntau lawm muaj peev xwm. Tam sim no, Nikon ntau tshaj 10 tiam kab raug lub sij hawm ua tshuab yog 18 lub hlis los ntawm lub 2016 BOE txhawb lub hnub, 3 xyoo Nikon kev txiav txim tau tag nrho ntawm cov khoom muaj peev xwm. Yog li ntawd tom qab 2019, Nikon yog yuav txhawb lwm manufacturers. Yog li ntawd, rau cov neeg uas xav tau mus nqis peev nyob rau hauv lub 10.5 tiam kab, thawj tshaj plaws ua yog "tos".

Secondly, nyob rau hauv thiaj li yuav nqis peev pab rau qhov kev siv ntawm lub 10.5 tiam kab, manufacturers yuav tsum tau los mus daws cov iav substrate, polarizer, daim npog qhov ncauj phaj, kua siv lead ua cov ntaub ntawv thiab lwm yam txhawb tej teeb meem, tshwj xeeb tshaj yog cov iav substrate, qhov yuav tsum tau mus cuag lub ze tshaj plaws mov. Ua ntej lub BOE txiav txim siab los ua lub 10.5 tiam kab, nyob rau hauv thiaj li yuav daws tau qhov teeb meem nyob rau hauv lub khob substrate rau muab lub them nyiaj ntau zog ua hauj lwm, kom txog thaum Corelle nyiaj ua lag luam $ 1 billion 300 lab nyob rau hauv BOE 10.5 tiam kab nyob ze ntawm lub Hoobkas los tsim kom tau ib tug 10.5 tiam iav substrate tsob nroj, kom huv si kom daws tau qhov BOE kev txhawj xeeb. Thiab Huaxing fais fab thiab Asahi tham rau ib tug ob peb xyoos, lawv mus txog ib tug koom tes lub tswv yim, lub 11 tiam kab nws thiaj li yuav tsaws. Tam sim no muaj muaj peev xwm ua lub 10.5 tiam kab ntawm cov iav txhawb lub Corelle thiab Asahi muaj "hais", lwm yam manufacturers kom daws tau qhov iav substrate muab teeb meem, thiab ces nrhiav tau ib tug txhim khu kev qha khub. Nws yuav tau hais tias cov tsis muaj kev kho vajtse khoom thiab raw cov ntaub ntawv mov thiab lwm yam tej yam kev mob, yuav ua ib tug ntawm cov tseem ceeb yog vim li cas rau lub 10.5 tiam kab nyuaj tsaws.

Thaum kawg, kev ua lag luam, technology thiab nyiaj txiag teeb meem yuav tsis tau underestimated. A 10.5 tiam vaj huam sib luag ntau lawm kab peev rau peb los yog plaub billion yuan, SDP kab nyob rau hauv Guangzhou yuav tsum tau mus nqis peev mus txog 61 billion yuan, qhov no tus nqi nyiaj yuav los ua ib tug loj loj siab rau manufacturers. Tej zaum tom qab lub manufacturers yuav daws tau teeb meem nyiaj txiag, technology, cov khoom thiab cov ntaub ntawv hais txog teeb meem, thiab nws yuav fim tus LCD vaj huam sib luag overcapacity kev txhawj xeeb.

LCD vaj huam sib luag kev lag luam yuav tsum muaj ib tug zoo cov khoom qauv

Nyob rau hauv xyoo tsis ntev los, Tuam Tshoj tau nyiaj ua lag luam nyob rau hauv kev tsim kho ntawm ib tug xov tooj ntawm high tiam LCD vaj huam sib luag ntau lawm kab, raws li ntawm tam sim no Tuam Tshoj tau 8 rau 8.5 tiam kab ntau lawm, thiab muaj ib tug xov tooj ntawm ntau lawm kab npaj, nrog rau cov tam sim no ntau lawm scale, seb tus tshaj peev xwm teeb meem no twb tau plagued by controversy.

Txawm hais tias Tsinghua University xib fwb Zhang Baizhe ntawm "Suav hluav taws xob cov ntawv xov xwm" reporter hais tias, tam sim no lub LCD vaj huam sib luag kev lag luam tsis muaj nyob qhov teeb meem ntawm tshaj lub peev xwm ntau xyoo tas los, nrog 10 lab square meters ntawm lub LCD vaj huam sib luag yog tseem nyob rau hauv txoj kev loj hlob nqi, yooj yim tshuav nyiaj li cas ntawm kev muag khoom. Txawm li cas los, nws kuj hais tias, tam sim no Tuam Tshoj muaj ib tug kua siv lead ua vaj huam sib luag ntau lawm muaj peev xwm yog loj txaus, ces koj yuav tsum npaj cov khoom qauv, lub tsim ntawm ib tug ruaj khov hiav txwv.

Nyob rau hauv qhov tseeb, Foxconn yuav nqis peev pab ob mus rau 10.5 tiam kab yog li ntawd yuav pom nyob rau lub LCD vaj huam sib luag manufacturers optimistic txog lub zeem muag, lawv kuj xav kom txaus siab lub LCD vaj huam sib luag kev ua lag luam tawn, yog li nyhav dhau heev lawm 10.5 tiam kab peev. Txawm li cas los, Chilean Consulting Group Deputy General Manager Li Yaqin hais tias tus tsom xam ntawm "Tuam Tshoj hluav taws xob cov ntawv xov xwm" reporter: "2016 LCD vaj huam sib luag sawv ntau tshaj qhov xav pom profit, LED vaj huam sib luag manufacturers los mus nthuav lub peev peev, lub optimistic cov miv nyuas ntawm lub neej yav tom ntej. Txawm li cas los, cov mov thiab tus nqi hloov mus hloov los ntawm cov kua siv lead ua vaj huam sib luag lawm heev mob siab heev, lub davhlau ya nyob twg thov yog ua ntau noo, muaj ntau ntau yam uncertainties nyob rau hauv lub neej yav tom ntej yuav ua tus nqi ntawm LCD vaj huam sib luag volatility incentives. Nws muaj peev xwm yuav xaus lus tias yog hais tias peb muaj kev koom expanding ntau lawm muaj peev xwm, lub neej yav tom ntej ntawm lub LCD kev lag luam yuav usher nyob rau hauv ib tug los ntshav nqi sib txeeb. Yog li ntawd, manufacturers yuav tsum ceev faj, ntau muaj kuab zoo ntawm cov nqi thiab yav tom ntej txoj kev loj hlob ntawm lub lag luam. "