I-BOE A (000725.SZ) ikhuphe irekhodi yobudlelwane botyalo-mali ngoFebruwari 22.I-BOE iphendule imibuzo kumaxabiso ephaneli, inkqubela phambili yeshishini le-AMOLED kunye neziboniso zebhodi, ngokwemizuzu.I-BOE ikholelwa ukuba okwangoku, izinga eliguquguqukayo elipheleleyo leshishini lisekho kwinqanaba eliphantsi, kodwa imfuno yexabiso lephaneli yomelele, ngoko ke iimveliso zeLCD ziya kuba nethuba lokungenisa umthamo kunye nokunyuka kwexabiso.
I-BOE A (000725.SZ) ikhuphe ifomu yeRekhodi yoBudlelwane boMtyali ngoFebruwari 22, 2023.
Umbuzo 1: Inkampani iwabona njani amaxabiso ephaneli yeLCD ezayo?
Impendulo 1: Ngo-2022, ukukhula koqoqosho lwehlabathi kuyacotha, ukusetyenziswa kuyaqhubeka nokuba buthathaka, kwaye abathengi be-terminal brand abathengi bachaphazeleka ngakumbi.Ishishini lokubonisa i-semiconductor liqhubekile nokuhla kwesiqingatha sesibini sika-2021, kwaye ukusebenza kweshishini kuqhubekile nokuhla unyaka wonke.
Ngokwedatha ye-arhente yeqela lesithathu, kwikota yokuqala ka-2023, ixabiso lemveliso ye-LCDTV eqhelekileyo lihleli lizinzile.Ukuhla kweemveliso ze-IT kuyaqhubeka nokuncipha, kwaye amanye amaxabiso emveliso ayeke ukuwa.Okwangoku, izinga eliguquguqukayo lilonke loshishino lisekwinqanaba eliphantsi, libekwe ngaphezulu kwimeko ye-inventri ephantsi, kodwa imfuno yokunyuka kwamaxabiso yomelele, iimveliso zeLCD ziya kuba nethuba lokungenisa umthamo kunye nokunyuka kwexabiso.
Ukongeza, ngokutsho kwe-arhente yokubonisana, i-2023, indawo enkulu yemfuno yemveliso ye-LCD iya kubuyela ekukhuleni, ngakumbi imarike yeTV iya kuqhubeka nobukhulu obukhulu.Ishishini lokubonisa i-semiconductor liya kubuyela kuguquguquko oluqhelekileyo lwexesha elingekhoyo.
Umbuzo 2: Yintoni indlela yophuhliso lweshishini le-AMOLED eliguquguqukayo ngo-2022?
Impendulo yesi-2: Ngo-2022, ukuthunyelwa kwemboniselo yonke ye-AMOLED eguquguqukayo igcine ukukhula, izinga lokungena kwayo kwintsimi ye-smartphone yaqhubeka ikhula, kwaye yavela kwiinkalo ezintsha zesicelo ezifana neekhompyutheni zekhompyutheni kunye nesithuthi.Nangona kunjalo, ichatshazelwe kusetyenziso olubuthathaka lwetheminali, inqanaba lokukhula kokuthunyelwa kweshishini lilonke lalisezantsi kunoko bekulindelwe.Kwangaxeshanye, kukho ukhuphiswano olucacileyo lwexabiso eliphantsi phakathi kweemveliso zenqanaba lokungena labathengi, kwaye ixabiso leemveliso ze-AMOLED eziguquguqukayo lehle kakhulu.
Umbuzo 3: Ingaba ishishini le-AMOLED eliguquguqukayo liqhubela phambili njani?
Impendulo yesi-3: Xa sijongene nemiphumo emibi emininzi yeemarike, inkampani ngokusisiseko ifezekise injongo yokuthunyelwa yonyaka ye-AMOLED eguquguqukayo kwi-2022, kwaye yaqhubeka igcina ukwanda okungaphezulu kwe-30% xa kuthelekiswa nonyaka odlulileyo.Umyinge weemveliso ezikumgangatho ophezulu unyuke kakhulu, kwaye impumelelo yemveliso yobuninzi yaphunyezwa kwiinkalo zezicelo ezintsha ezifana nemoto kunye nelaptop.
Nangona kunjalo, ishishini le-AMOLED eliguquguqukayo lenkampani lihlala liphantsi koxinzelelo ngenxa yoxinzelelo lokuhla kwexabiso kunye nokwehla okubukhali kwenzuzo evela kubathengi be-Android.
Ngo-2023, njengoko ishishini le-AMOLED eliguquguqukayo liqhubeka nokukhula, kwaye isabelo somthengi siyaqhubeka nokukhula.Kulindeleke ukuba ukuthunyelwa kwemveliso ye-AMOLED eguquguqukayo yenkampani kulindeleke ukuba kugcine ukukhula okukhulu.Kwangaxeshanye, inkampani iya kuqhubeka nokuphucula ukuthunyelwa kweemveliso eziphezulu, ukuphucula inzuzo yepotfoliyo yemveliso, ukukhuthaza ukukhula okukhawulezileyo kwe-LTPO, ukusonga, isithuthi, i-IT kunye nobunye ubuchwephesha obutsha kunye namacandelo amatsha, kwaye sizame. ukuphucula ukusebenza kweshishini le-AMOELD eliguquguqukayo.
Umbuzo 4: Ziziphi iingenelo zokukhuphisana zenkampani kwindawo yokubonisa kwimoto?
I-BOE iye yabandakanyeka ngokunzulu kwintsimi yokubonisa ibhodi iminyaka emininzi.I-BOE Fine Electronics kuphela kwemodyuli yenkampani yokubonisa ebhodini kunye neqonga loshishino lwenkqubo.
Ngokubhekiselele kwitekhnoloji yokubonisa, inkampani iqalise iimveliso ezisebenzisa i-AMOLED eguquguqukayo, i-MiniLED, i-BDCELL kunye nezinye iitekhnoloji zokubonisa i-high-end, ezisetyenziswa ngokubanzi kwisizukulwana esitsha se-intelligent terminal brands.Ngokubhekiselele kwizibonelelo zamandla, ngokuxhomekeke kwi-a-Si yenkampani, i-LTPS, izibonelelo zobuchwepheshe be-Oxide, i-layout yenkampani ekwibhodi yokubonisa iyaqhubeka iphucula, kwaye isikali kunye nesakhiwo semveliso siyaqhubeka nokuphucula.Ngokutsho kwedatha ye-arhente yokubonisana nomntu wesithathu, ukususela kwisiqingatha sokuqala se-2022 i-BOE ibonise isabelo semarike yokuthunyelwa kwesithuthi okokuqala ngqa iphumelele okokuqala kwihlabathi, ikota yesithathu iqhubekile nokugcina isabelo semarike yehlabathi yokuqala, isabelo semarike esingaphezulu kwe-16. %.
Ukongeza, i-BOE Fine Electronics Chengdu kwi-Display Base ifakwe kwi-2022. Esi siseko semodyuli sinesiphumo sonyaka malunga ne-15 yezigidi zemiboniso yebhodi, ekwazi ukugubungela i-LCD kwiimodyuli zokubonisa ibhodi ukusuka kwi-5 intshi ukuya. 35 intshi, inceda ngokuqhubekayo ukwandisa inzuzo yokhuphiswano lwamashishini anxulumeneyo.
Ixesha lokuposa: Feb-28-2023