Abathengi babathengisi beLaptop bacuthe umva kwii-odolo zepaneli ze-LCD ukusuka ku-1Q 2022 ngenxa yokuhla kwemfuno kwimarike yePC kunye nokwanda koxinzelelo lwempahla.Nangona i-tablet LCD imfuno yepaneli isenyuka nge-2% kwikota-ngaphezulu kwekota (QoQ) ukusuka ku-4Q 2021, ukuthunyelwa kwayo kwe-60.8 yezigidi ngekota kuseyi-10 yezigidi ngaphantsi kwe-avareji yembali ka-2020-2021, emele imfuno ebuthathaka iqala ngo-2022.
Ukuthathela ingqalelo ixesha lokuthengisa elicothayo ngokwesiko kunye nokuphambili kokugaywa koluhlu, uqikelelo lwemodeli yetafile entsha ka-2022 iyalondoloza.Kwaye neshedyuli yokuqalisa iye yatyhalwa umva ukusuka kwi-2Q ka-2022 (ngokuqhelekileyo minyaka le) ukuya phakathi ku-2022 okanye kwi-Q3 2022.
Imfuno yepaneli ye-LCD yeetafile ngo-2022 kulindeleke ukuba ziwe kumanqanaba ka-2020
IThebhulethi 1: Ukuhanjiswa kwephaneli yeLCD yeThebhulethi kunye noqikelelo
Qaphela: Ukuhanjiswa kwePaneli yeLCD yee-intshi ezisi-7 kunye neetafile ezinkulu kulindeleke ukuba zitshintshe ngo-2022.
Ukuthunyelwa kwethebhulethi ngekota ukusuka ku-2Q 2022 ukuya ku-4Q 2022 kulindeleke kuphela ukufikelela kwi-58 ukuya kwi-60 yezigidi zeeyunithi, okuthetha ukuba imfuno evela kubo bobabini abathengi beelaptop ezinophawu kunye nabangenalo uphawu bathanda ukonga.Ngenxa yoko, uqikelelo lwe-tablet ye-LCD panel yokuthunyelwa ngo-2022 yehlisiwe yaya kutsho kwi-240 million units, emele ukwehla konyaka-on-year (YoY) ngepesenti ezili-14 ukusuka ku-2021. Emva kweminyaka emithathu elandelelanayo yokukhula ngo-2019, kulindeleke ukuba ukuhanjiswa ukubuyela kumanqanaba ka-2020 ngo-2022.
I-Samsung iqalise ukuveliswa kwephaneli ye-intshi ye-10.51 kwi-4Q 2021. I-Innolux Optronics kunye ne-HannStar Display ibonelele ngeemodyuli ze-LCD zethebhulethi ephuculweyo yokutshintshwa kwemodeli ye-intshi eyi-10.36.I-Samsung ekuqaleni yayicebe ukongeza ababoneleli ababini be-BOE kunye ne-HKC kwi-tablet ye-10.51-intshi ye-1Q 2022, kodwa izicwangciso zisalindile.
Esikhundleni sokukhetha ababoneleli bayo ababini bangoku, i-BOE kunye ne-HannStar, i-Amazon yakhetha i-HKC njengomthengisi wayo kwiipaneli zokubonisa i-8-intshi ngoMeyi 2022. Ngoko ke, isabelo somthamo weepaneli ze-8-intshi ziya kutshintsha ukusuka kwi-2H 2022 emva kokubandakanyeka kwe-HKC.I-HKC ikwaza kuqalisa ukuveliswa kobunzima bephaneli ye-intshi eyi-10.1 ye-Amazon nge-3Q ka-2022.
Ngenxa yokucotha kwemfuno, ekugqibeleni iLenovo yaphehlelela ithebhulethi entsha ye-intshi eyi-11 ngoMatshi 2022, endaweni ye-4Q 2021. I-Innolux ibonelele ngephaneli yokubonisa yethebhulethi eyi-intshi eyi-11.Kwaye uLenovo ukhangela omnye umboneleli wepaneli kwithebhulethi yakhe ye-2022 11-intshi kwaye ngoku unxibelelana ne-HKC.Itheyibhile 2: Imodeli yangoku yethebhulethi kunye nababoneleli bephaneli kwi-2022
Ingcaciso: Izicwangciso zethebhulethi zisenokutshintsha.
Ngokwezicwangciso zeempawu zethebhulethi ezinkulu zeemodeli ezintsha ngo-2022, uninzi lwazo luceba ukusungula iipilisi ze-LTPS ezine-intshi ezili-11 nangaphezulu, ngakumbi kwiisayizi ezifana ne-11, 11.45 kunye ne-12.4 intshi.Okwangoku, iimodeli ezintsha ze-11inch kunye ne-11.2 intshi iipilisi zeephaneli ze-OLED zisemisebenzini.Ngokuchasene nomzila oqhubekayo weepilisi ezintsha usebenzisa iipaneli ze-LTPS kunye ne-OLED, phantse akukho bavelisi banezicwangciso zokwazisa i-A-SI kunye neepaneli ze-oxide.Okwangoku, iimveliso kuphela ezineephaneli ze-A-SI kwimarike ziimodeli ze-10.6-intshi ezivela kwi-Lenovo kunye ne-Xiaomi.
I-Lenovo ibonakala inamandla kakhulu phakathi kwabavelisi abaninzi abaceba ukuqalisa iipilisi ezintsha ngo-2022. I-2H entsha ye-2022 iya kugxininisa kwakhona kwi-intshi ye-11 kunye necandelo elingaphezulu usebenzisa iteknoloji ye-OLED LTPS.UHuawei kunye noXiaomi baceba ukwazisa iipilisi ezintsha ze-intshi ezili-11 kunye nangaphezulu kwi-3Q22.
Njengoko imfuno iyancipha ekupheleni kwemarike ephakathi ukuya ephantsi, zonke iimpawu ezinkulu zethebhulethi zizama ukutyhala icandelo eliphezulu kwi-2022. Ngoko ke, ubukhulu bee-intshi ezili-11 nangaphezulu, iteknoloji ye-OLED / LTPS, isisombululo se-2.5K , kunye nomsebenzi we-stylus uya kuba yimpawu eziphambili zethebhulethi entsha ye-2H22.Kodwa uninzi lweempawu zikwanexhala lokuba ukuthengiswa kwethebhulethi ephezulu akusayi kuba kuhle kulo nyaka ukuba ukudodobala kwezoqoqosho kuyaqhubeka.
Itheyibhile 3: Iimodeli ezintsha zethebhulethi kunye nababoneleli bephaneli ngo-2022
Ixesha lokuposa: Aug-02-2022