Ixabiso leModyuli yeLCD liyancipha, imveliso nayo iyancipha

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NgoJulayi 5th., I-TrendForce ibhengeze ukuba kwisicatshulwa sephaneli ye-LCD, ezinye iimodeli zepaneli ze-TV zaqala ukuyeka ukuwa, kunye nolunye ukuncipha kobungakanani ngokuqhelekileyo luguquguqukayo, ukusuka kwixesha elidlulileyo elingaphezulu kwe-10% ukuya ngaphantsi kwe-10%.Oku kubonisa ukuba umphumo wokunciphisa imveliso yomenzi uyasebenza onceda ukukhulula uxinzelelo lokusebenza lwe-AU kunye ne-Innolux.

Ixabiso eliqhelekileyo lephaneli ye-TV ye-intshi engama-65 yehla i-$ 3 ukususela ekupheleni kukaJuni, kunye ne-55-intshi, i-43-intshi kunye ne-32-intshi ephakathi ayitshintshi kwiiveki ezimbini ezidlulileyo, ebonisa iimpawu zokuyeka ukuhla.Xa kuthelekiswa nenxalenye yokuqala kaJuni, ukuhla bekuyi-5.3%, 5.2% kunye ne-6.7%, ngokulandelanayo.Lilonke imfuno ye-TV isebuthathaka, kodwa phantse iikowuteshini zazo zonke iimodeli zepaneli ze-LCD zehle ngaphantsi kweendleko zemali.Ngenxa yoko, iifektri zephaneli zaqala ukulawula umthamo wemveliso, ukunciphisa ngokufanelekileyo ukubonelela, kunye nokukhuthaza ukuhla kwexabiso kwaqala ukudibanisa okanye ukuyeka ukuwa.

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Iphaneli ye-TV ye-32-intshi isaxhaswa ngokuyinxenye yimfuno yemarike ekhulayo, ixabiso layo lisezantsi, ngoko ke ukwehla akubalulekanga.Ngoko ke unalo ithuba lokukhokela ukumisa tyaba kunye 50 intshi leyo ikhefu ikhefu lokuqala iindleko.Ngelixa ezinye iisayizi, ezinje nge-intshi ezingama-43 kunye nee-intshi ezingama-55, kulindeleke ukuba zehle malunga ne-1 ukuya kwi-2 yeedola.Ukwehla kwephaneli yeTV yobungakanani obukhulu kusabonakala kuba abathengi abaphambili bentengiso banciphisa ukuthengwa, okukhokelela kuxinzelelo lwe-inventri ethile kumzi-mveliso wephaneli.I-65-intshi kulindeleke ukuba iwele phakathi kwe-5 kunye ne-7 yeedola, kwaye i-75-intshi kulindeleke ukuba iwele phakathi kwe-10 kunye ne-12 yeedola.

Iipaneli zokubeka iliso ze-IT ziqhubeka nokujongana nemfuno ebuthakathaka kwaye kulindeleke ukuba ziwe malunga ne-$ 3 ukuya kwi-$ 4 ngoJulayi.Imfuno yephaneli ye-LCD ye-laptop isekho kwinqanaba eliphantsi, kwaye umnqweno we-brand wokutsala impahla awukaqini, kodwa kukho utshintsho oluthile ekuhlalukeni kwexabiso.Ngoku amaxabiso eepaneli ze-11.6-intshi ze-HD, eziye zawa ekuqaleni ngenxa yemfuno ebuthakathaka ye-Chromebooks, ziye zawa ngokuthe ngcembe kumanqanaba okuqhambuka, kunye nethuba lokumodareyitha ukuya ngaphantsi kwe-$ 0.10 ngoJulayi.

Ukongeza, i-14-intshi, i-15.6-intshi ye-HD TN yephaneli yokwehla nayo imodareyithwa, ekulindeleke ukuba ilahle i-$ 2.20 kwi-$ 2.30.Ngelixa, iiphaneli ze-14-intshi kunye ne-15.6-intshi ye-FHD IPS, eqale ukuwa kade, ihleli phantsi malunga ne-2.90 yeedola ukuya kwi-3 yeedola.

Iphaneli ye-LCD yolwazi ye-elektroniki nayo iqhubekile noxinzelelo lwamaxabiso.Umzi-mveliso wamazwe ngamazwe wazisa iifektri zephaneli ngokungxamisekileyo ukuba iimonitha ze-LCD, ii-laptop panel zifuna ukuba zehle nge-50% kwi-Q3.Iifektri eziphambili zephaneli ezichaphazelekayo yi-BOE, LGD, AUO, Innolux, CSOT, SHARP, inqanaba leempembelelo ezibanzi ezinoluhlu olubanzi lweempembelelo.

Ukongeza, ingxelo yeGroup Intelligence, i-arhente yophando, iqikelela ukuba i-260 yezigidi zeepaneli ze-LCD TV ziza kuthunyelwa kwihlabathi jikelele ngo-2022, apho i-68 yezigidi iya kuthunyelwa kwikota yokuqala, yenza i-26.5% yesikali sonyaka.Kwikota yesibini ukuya kweyesine, ukuthunyelwa komndilili kulindeleke ukuba kube malunga nezigidi ezingama-62 zeeyunithi.Kwisiqingatha sesibini sonyaka, kusekho ukungaqiniseki kwimakethi yokuphela kwepaneli yeTV, ixesha eliphakamileyo aliphumelelanga, imfuno ebuthakathaka.Ngenxa yokuqhambuka kweMfazwe phakathi kweRashiya ne-Ukraine kwikota yesibini, imfuno kwimarike yaseYurophu yadodobala yaza yehla, kwaye umthamo wokuthengwa kwemveliso wehla waya kwindawo esezantsi phantse kwiminyaka eli-10.Imfuno yeepaneli ezinkulu zeTV zaqhubeka zihla, ngelixa imfuno yeepaneli zeTV ezincinci zehla, kwaye ukuthunyelwa kweephaneli kwikota yesibini yehla ngokukhawuleza.

Kwikota yesithathu, i-Samsung yanqumamisa ukuthenga izikrini ze-LCD kunye ne-inventri elawulwa ngokungqongqo, echaphazela ukuthengwa kokuthengwa kwezinye iibrendi.Ukuthunyelwa kwepaneli ye-LCD kwikota yesithathu isenokungabi nampumelelo kwixesha elixakekileyo.Kwikota yesine, njengoko iindleko zokuthumela ziqhubeka nokuhla, amaxabiso ephaneli ehla ngokuthe ngcembe, kwaye uluhlu lwezinto ezithengiswayo luhlala lusempilweni, imfuno yeepaneli zeTV ezinobungakanani obukhulu kulindeleke ukuba ziphinde zikhule, kodwa imarike yabathengi bokugqibela ayikaneli. Thenga, ngoko ke amandla okuhambisa abenzi bephaneli kunzima ukubuyisela ngamandla.

Ngapha koko, ukuba ufuna ukuthenga iimodyuli ze-LCD ukusuka kwi-intshi ezi-7 ukuya kwi-intshi ezingama-21.5 kwiimodeli zasefektri yokuqala, nceda ufikelele kumlisa@gd-ytgd.comnangaliphi ixesha.


Ixesha lokuposa: Jul-09-2022