Ngokusho kwesethi yemibiko yenethiwekhi encane, imithombo ye-supply chain iveze ukuthi muva nje, umakhalekhukhwini we-Huaqiang North one-LCD yokulungisa isikrini somshayeli we-chip (TDDI) waqala ukukhuphula amanani, kuze kufike ku-50%.
Ukungena ku-2023, imakethe yama-smartphone ihlala ivilapha.Ngokuvumelana neI-Tiburon Consulting, ihambisana nenkathi yesidingo esiphansi, futhi isidingo semakethe asikalulami kakhulu, ukukhiqizwa kwama-smartphone kuzoqhubeka nokuwa engxenyeni yokuqala ka-2023, okulinganiselwa ukuthi cishe amayunithi ayizigidi ezingu-251.Futhi umbiko wakamuva we-IDC uveza ukuthi umthelela wokungaqiniseki kwezomnotho kanye nokwehla kwamandla emali, okwehlisa isibikezelo sokuthunyelwa kwama-smartphone emhlabeni wonke kulo nyaka, sisuka ekukhuleni kwasekuqaleni okulindelekile kwaminyaka yonke okungama-2.8%, ukukhombisa ukwehla komnotho, ukwehla okungama-1.1% ngonyaka kokuthunyelwa nakho kwehle kakhulu. 1.19 billion amayunithi.
Ngenxa yesidingo semakethe esintenga, uhlu lwabakhiqizi bamashiphu abashayeli kusukela ngonyaka odlule luzoqhubeka nekota yokuqala yalo nyaka.Kuyaqondakala ukuthi kwakukhona inani elikhulu lokusungula abakhiqizi be-chip drive ngonyaka odlule, i-Aptar yaqaphela ukwehla kwempahla kanye nokulahlekelwa okungabazekayo engxenyeni yesithathu yonyaka odlule, ingqikithi ye-NTD ye-2.497 billion;Amasheya we-Weir kulindeleke ukuthi ahlinzekele ukwehla kokusungula okufika ku-1.34 billion kuya ku-1.49 billion NTD ngonyaka odlule.
Njengamanje, abakhiqizi bemikhiqizo yomakhalekhukhwini abadonsa amandla akwanele, amanani entengo ye-chip asesezingeni eliphansi.Abahlaziyi baveza ukuthi emakethe yohlobo lwamaselula, inani lentengo elijwayelekile lama-chips omshayeli weselula liye lehla lisuka ku-$3 ngonyaka odlule laya ku-$1.3, futhi kuze kube manje ligcinwe lilinganiselwa ku-$1.3.I-DAMOilindele ukuthi izintengo ze-TDDI zisengase zehle ngo-0-5% ku-Q2, zehle zisuka ekwehleni ngo-5-10% ku-Q1;Ukubuka kwe-OLED, amanani entengo nawo azinzile ngenxa yokwanda kokungena kanye nokwenyuka okulinganiselwe kokuhlinzekwa kwe-Foundry.
Kodwa i-chip ye-screen market drive chip isanda kuqala ukukhuphula amanani.Kuvezwe ukuthi i-chip yokulungisa isikrini somshayeli wesikrini ngonyaka odlule, ukunikezwa kwehle ku-$ 1.2, kodwa muva nje kuyeka ukuwa futhi kukhuphuke ku-$ 1.4-1.8, ukwanda okuphezulu kwe-50%.
Imithombo ye-Supply chain iveze ukuthi lokhu kukhula kwentengo ye-chip yedrayivu yokugcinwa kwesikrini somakhalekhukhwini akubangelwa ukutholakala kwesidingo, kodwa uchungechunge lokuhlinzekwa kokuziphatha kokuzisiza.Kusukela ekupheleni konyaka odlule kuya ekuqaleni kwalo nyaka, amanani entengo yomshayeli wesikrini sokukhanda umakhalekhukhwini agcinwe ephansi, abakhiqizi basesimweni sokulahlekelwa isikhathi eside.Ukuze kuthuthukiswe isimo sebhizinisi futhi kwandiswe inzuzo, abakhiqizi bavele baphakamisa intengo ye-chip yomshayeli wesikrini sokulungisa umakhalekhukhwini.
Kodwa-ke, imakethe ye-chip yomshayeli wesikrini sokulungisa amaselula incane uma iqhathaniswa nemakethe iyonke, futhi ukwenyuka kwayo kwentengo ngeke kubangele ukuthi imakethe yomkhiqizo inyuke.Futhi ngenxa yokuthi i-wave yentengo ye-chip yesikrini sokulungisa ayiqhutshwa isidingo, kodwa futhi ayinayo imvelo ehlala njalo.Abahlaziyi baveze ukuthi uma imakethe yeselula ingafudumali, kulindeleke ukuthi kufike ngoJuni - Agasti izintengo ze-chip yomshayeli wesikrini ngeke zikwazi ukuqhubeka nokukhuphuka, futhi zingase zehle ngisho.
Njengamanje, amanani ephaneli yomakhalekhukhwini we-LCD asezingeni eliphansi, futhi imakethe nayo ingaphansi kokuguquguqukaI-OLEDcindezela, abakhiqizi be-LCD bazoqhubeka nokulahlekelwa imali ngekota yokuqala.Ethintwa yilokhu, izintengo ze-chip yomshayeli we-LCD nazo zinzima kakhulu ukukhuphuka.Abahlaziyi bakholelwa ukuthi isimo esihle kakhulu sabakhiqizi be-chip yomshayeli weselula we-LCD kulo nyaka akukona ukuzuza noma ukulahlekelwa.
Isikhathi sokuthumela: Mar-20-2023