Lub retreat nthwv dej ntawm me me thiab nruab nrab-qhov loj me LCD panels

Mar 03, 2019

Tso lus

Cov theem-tawm ntawm LCD kua siv lead ua vaj huam sib luag kev lag luam txuas ntxiv mus, tshwj xeeb tshaj yog rau me me thiab nruab nrab-qhov loj me LCD kua siv lead ua panels. Huaying tshaj tawm qhov kev tshem tawm ob peb hnub dhau los. Japanese vaj huam sib luag Hoobkas JDI yuav tsum tau tso siab rau kev pab txawv teb chaws kom muaj sia nyob. Txawm tias South Kauslim vaj huam sib luag tsim LGD tsis tuaj yeem poob nyiaj. Intentionally ploj mus ntawm lub lag luam me thiab nruab nrab ntawm LCD vaj huam sib luag. Kev ua lag luam concentration ntawm me me thiab nruab nrab LCD vaj huam sib luag tau nce, tawm hauv Samsung, BOE thiab Tianma nkaus xwb los ua lag luam.


Lub peev xwm ntau lawm ntawm LTPS panels thiab AMOLED panels nyob rau hauv Tuam Tshoj mainland, nrog rau cov smartphone ua lag luam nkag mus rau lub platform lub sij hawm, nce hom lag luam concentration, thiab LCD vaj huam sib luag factories' kev sib cog lus fais fab poob qis, ua rau muaj kev poob qis hauv cov nqi vaj huam sib luag me thiab nruab nrab xyoo tas los. Xyoo tas los, tus nqi ntawm cov xov tooj ntawm tes tau poob los ntawm ntau dua 20%. Nyob rau hauv thawj ib nrab ntawm lub xyoo no, qhov poob ntawm lub xov tooj ntawm tes panels tseem yog siab li ob tug lej. Cov chaw tsim khoom me me thiab nruab nrab ntawm LCD vaj huam sib luag tau raug kev puas tsuaj mus ntev, thiab tau muaj nthwv dej ntawm kev rho tawm xyoo no.


Thaum kawg ntawm xyoo tas los, Huaying tau tshwm sim hauv kev kub ntxhov nyiaj txiag. Txawm hais tias nws tau thov kom rov txhim kho, nws nyuaj rau thim rov qab nws txoj kev loj hlob mus ntev vim yog lub cev tsis zoo. Ua tus thawj export ntawm no nthwv dej ntawm LCD vaj huam sib luag factories.


JDI cov neeg siv khoom tau tsom mus rau Apple, tab sis nyob rau hauv ob xyoos dhau los, Apple tau hloov nws lub tswv yim thiab hloov nws lub dav hlau flagship rau AMOLED panels, ua rau nws tsis yooj yim sua rau JDI, uas tau poob nyiaj ntau xyoo, kom muaj sia nyob thiab nrhiav nyiaj txiag sab nraud. JDI tag nrho cov cuab tam yog 410.5 billion yen thiab liabilities yog 487.7 billion yen. Nws twb tsis muaj nyiaj lawm, tab sis lub koom haum Bank of Japan tau txuas ntxiv JDI txoj kev nyiaj txiag mus txog rau thaum xaus ntawm lub xyoo no, muab JDI lub sijhawm ua pa. Txawm li cas los xij, tom qab TPK-KY Huanhong tau tshaj tawm nws qhov kev tshem tawm ntawm JDI peev rooj plaub, Cov Nyiaj Sau Tseg kuj tau tshaj tawm nws qhov kev rho tawm ob peb hnub dhau los. Nws yog ib qho tsim nyog los saib xyuas seb cov nyiaj txiag sab nraud tuaj yeem cawm tau raws sijhawm.


LGD yeej ib txwm yog Apple' lub vaj huam sib luag tseem ceeb, tab sis Apple' hloov mus rau AMOLED thiab ntau pua lab nyiaj daus las hauv kev nqis peev hauv AMOLED vaj huam sib luag tau dhau los ua LGD. Qhov nce hauv kev poob hauv thawj ib nrab ntawm lub xyoo no tsis tsuas yog ua rau cov neeg ua haujlwm hauv av qeeg. Tab sis nws kuj tau txiav txim siab kom ploj mus ntawm cov khoom siv ntawm cov khoom me me thiab nruab nrab ntawm LCD panels thiab Apple.


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