Ngokutsho iseti yeengxelo womnatha micro, imithombo yonikezelo luveze ukuba kutshanje, Huaqiang North cell phone kunye LCD ukulungisa screen umqhubi chip (TDDI) waqala ukwandisa amaxabiso, ukuya kuthi ga kwi-50%.
Ukungena ngo-2023, imakethi ye-smartphone ihlala idodobala.Ngoku kaTiburon Consulting, ihambelana nexesha eliphantsi lemfuno, kwaye imfuno yeemarike ayikabuyi kakhulu, ukuveliswa kwe-smartphone kuya kuqhubeka nokuwa kwikota yokuqala ye-2023, kuqikelelwa ukuba malunga ne-251 yezigidi zeeyunithi.Kwaye ingxelo yamva nje ye-IDC ibonisa ukuba impembelelo yokungaqiniseki kwezoqoqosho kunye nokunyuka kwamaxabiso aphezulu, ukwehlisa uqikelelo lokuthunyelwa kwe-smartphone yehlabathi jikelele kulo nyaka, ukusuka ekukhuleni komnyaka okulindelekileyo kwe-2.8%, ukubonisa ukudodobala koqoqosho, malunga ne-1.1% yokuhla ngonyaka ekuhanjisweni nayo yawa. I-1.19 yeebhiliyoni zeeyunithi.
Ngenxa yemfuno yemarike ebuthathaka, uluhlu lwabavelisi beetshiphu zabaqhubi ukusuka kunyaka ophelileyo luya kuqhubeka kwikota yokuqala yalo nyaka.Kuyaqondwa ukuba kukho isixa esikhulu soluhlu lwabavelisi be-chip drive kunyaka ophelileyo, i-Aptar yaqaphela ukuhla kwe-inventri kunye nokulahlekelwa okungathandabuzekiyo kwikota yesithathu yonyaka odlulileyo, i-2.497 yezigidigidi ze-NTD;Izabelo ze-Weir kulindeleke ukuba zibonelele ngokuhla kwe-inventri ukuya kuthi ga kwi-1.34 yebhiliyoni ukuya kwi-1.49 yebhiliyoni ye-NTD kulo nyaka uphelileyo.
Okwangoku, abavelisi beempawu zeselfowuni ukutsala amandla akwanelanga, amaxabiso e-chip aqhuba akwinqanaba eliphantsi.Abahlalutyi babonisa ukuba kwimarike brand cell phone, ixabiso avareji chips umqhubi cell phone iye yawa ukusuka $3 kunyaka ophelileyo ukuya $1.3, kwaye ukuza kuthi ga ngoku igcinwe malunga $1.3.I-DAMOilindele ukuba amaxabiso e-TDDI asenako ukuhla i-0-5% kwi-Q2, iyancipha ukusuka kwi-5-10% yehla kwi-Q1;Umbono we-OLED, amaxabiso nawo azinzile ngenxa yokunyuka kokungena kunye nokunyuka okulinganiselweyo kubonelelo lwe-Foundry.
Kodwa i-chip yokulungisa isikrini se-market drive chip kutshanje yaqala ukunyusa amaxabiso.Kutyhilwa ukuba i-chip yokulungisa isikrini somqhubi wesikrini kunyaka odlulileyo, ukunikezelwa kwawela kwi-$ 1.2, kodwa kutshanje kuyeka ukuwa kwaye kwaphakama kwi-$ 1.4-1.8, ukunyuka okuphezulu kwe-50%.
Imithombo yekhonkco lonikezelo ibonise ukuba eliza liso lokugcinwa kwescreen seselfowuni yokunyuka kwexabiso le-chip asikho ngenxa yokubuyiselwa kwemfuno, kodwa ikhonkco lokubonelela ngokuziphatha kokuzinceda.Ukususela ekupheleni konyaka odlulileyo ukuya ekuqaleni kwalo nyaka, i-cell phone repair screen driver amaxabiso agcinwe ephantsi, abavelisi bakwimeko yokulahleka kwexesha elide.Ukuze kuphuculwe imeko yeshishini kwaye kwandiswe inzuzo, abavelisi banyuse ixabiso leselfowuni yokulungisa isikrini somqhubi chip.
Nangona kunjalo, imarike yechip yomqhubi weselfowuni incinci xa ithelekiswa nemarike iyonke, kwaye ukunyuka kwexabiso layo akuyi kubangela ukuba imarike yophawu inyuke.Kwaye ngenxa yokuba isikrini sokulungisa i-wave yexabiso le-chip ayiqhutywa yimfuno, kodwa ayinayo indalo ehlala ihleli.Abahlalutyi babonise ukuba ukuba imarike yeselula ayifudumala, kulindeleke ukuba ibe ngoJuni - Agasti ukulungiswa kwesikrini umqhubi amaxabiso e-chip ayiyi kukwazi ukuqhubeka nokunyuka, kwaye inokwehla.
Okwangoku, amaxabiso ephaneli yeselfowuni ye-LCD akwinqanaba eliphantsi, kwaye imarike nayo iphantsi kokuguquguqukaOLEDukucudisa, abavelisi beLCD baya kuqhubeka belahlekelwa yimali kwikota yokuqala.Ukuchatshazelwa koku, amaxabiso e-chip yomqhubi we-LCD nawo anzima kakhulu ukunyuka.Abahlalutyi bakholelwa ukuba eyona meko ifanelekileyo ye-cell phone LCD abavelisi be-chip kulo nyaka ayizukufumana okanye balahlekelwe.
Ixesha lokuposa: Mar-20-2023