Xov xwm los ntawm Lub Kaum Ib Hlis 24, lub sijhawm Beijing, Lub Chaw Haujlwm: Nws cia siab tias TV vaj huam sib luag tus nqi yuav poob ntxiv rau lub quarter thib plaub. Lub koom haum tshawb fawb Omdia tsis ntev los no tau tshaj tawm "Display Panel Industry 2021 Summary thiab 2022 Outlook (Part 1)". Daim ntawv tshaj tawm tau taw qhia tias nws xav tias yuav muaj ntau tshaj ntawm TV panels hauv 2022, tab sis lub quarter thib ob yuav qhia qhov thim rov qab.
Daim ntawv tshaj tawm qhia tau hais tias qhov kev thov tau poob qis, tshwj xeeb tshaj yog nyob rau lub quarter thib peb ntawm 2021, thaum cov nyiaj seem ntawm cov khoom siv loj loj tau nce mus rau ntau dua 10 feem pua, ua rau muaj kev xa khoom ntau dhau rau peb lub hlis twg thiab plaub lub quarter ntawm 2021.
Saib ua ntej mus rau 2022, Omdia tau hais tias nws cia siab tias yuav muaj kev xa khoom ntau ntxiv ntawm cov vaj huam sib luag hauv xyoo 2022. Raws li cov nqi vaj huam sib luag yuav poob mus rau hauv qab hauv thawj peb lub hlis twg ntawm 2022, pib txij lub quarter thib ob ntawm 2022, vim yog kev nce qib thiab kev muag khoom ntawm FIFA World Cup, vaj huam sib luag xav tau yuav nce; thaum lub bottleneck ntawm cov Cheebtsam yog alleviated, vaj huam sib luag xav tau kuj yuav rov pib dua.
Nws tau hais ntxiv tias cov tswv yim nqi vaj huam sib luag thiab kev xav tau elasticity yuav yog qhov tseem ceeb hauv thawj peb lub hlis twg ntawm 2022- vaj huam sib luag cov tuam txhab yuav tsum txiav txim siab seb tus nqi txiav tawm los txhawb kev xav tau dua. Nyob rau tib lub sijhawm, txij li qhov kev thov rau TV yuav hloov pauv loj heev hauv lub sijhawm tom qab kis mob, tus nqi ntawm TV panels yuav zoo li qhia ob lub voj voog hauv ib xyoos nrog kev hloov pauv ntawm cov khoom siv thiab kev thov.
Nws tau nkag siab tias xyoo 2021, ntau tus neeg muab khoom vaj huam sib luag yuav hloov lawv lub peev xwm tsim khoom hauv TV rau IT tsim muaj peev xwm, tshwj xeeb tshaj yog nyob rau hauv yim tiam thiab cov chaw tsim khoom me, vim tias qhov kev thov rau IT panels muaj zog dua.
Saib ua ntej rau xyoo 2022, tsab ntawv ceeb toom tau taw qhia tias xyoo 2022, ntau lub tuam txhab tsim vaj huam sib luag npaj yuav hloov cov khoom siv LTPS TFT LCD ntxiv rau hauv lawv cov 5. panels thiab notebook computer panels. Suav vaj huam sib luag tsim tau twb pauv ib-Si TFT LCD ntau lawm muaj peev xwm mus rau zus tau tej cov phau ntawv computer panels nyob rau hauv 8.5- tiam thiab 8.6- tiam nroj tsuag. Nrog rau kev tsim muaj peev xwm ntawm LTPS TFT LCD nyob rau hauv 5.
Hais txog tus nqi vaj huam sib luag, cov nqi vaj huam sib luag tau nce siab nyob rau thawj ib nrab xyoo 2021, vim tias cov tuam txhab tsim vaj huam sib luag tau thim lawv cov vaj huam sib luag xav tau vim qhov tsis txaus ntawm cov khoom. Yog li ntawd, vaj huam sib luag thov tau poob qis thaum lub sijhawm ntawd. Txawm li cas los xij, kev thov vaj huam sib luag tau txo qis vim yog kev so ntawm txoj cai thaiv kev thaiv. Cov nqi muag khoom siab tau pib cuam tshuam cov nqi vaj huam sib luag; Cov nqi vaj huam sib luag TV yuav poob qis hauv peb lub hlis twg ntawm xyoo 2021. Omdia kwv yees tias TV vaj huam sib luag tus nqi yuav poob ntxiv rau lub quarter thib plaub ntawm 2021.
Qhov kev thov rau lub davhlau ya nyob twg TV tau nce ntxiv hauv kev tiv thaiv cov tshuaj tiv thaiv hauv ntau lub tebchaws, tus nqi ntawm tag nrho lub tshuab tau nce, thiab lub caij xa khoom siab tshaj plaws tsis yog booming. Txawm li cas los xij, tos ntsoov rau xyoo tom ntej, raws li kev lag luam xav tau rov qab mus rau txoj hauv kev zoo tom qab muaj kev sib kis, thiab cov khoom siv ntawm cov vaj huam sib luag thiab cov nqi sib txawv tau ruaj khov, nws yuav muaj txiaj ntsig zoo rau cov hom lag luam tawm mus. Nws tau kwv yees tias xyoo tom ntej cov khoom xa tuaj yuav ncav cuag 217 lab units, nce txhua xyoo ntawm 3.3 feem pua.
Raws li kev txheeb cais los ntawm TrendForce, nyob rau lub quarter thib peb ntawm lub xyoo no, cov khoom lag luam TV xa tawm mus txog kwv yees li 52.51 lab units, ib lub hlis twg nce ntawm 8.3 feem pua thiab ib xyoo-rau-xyoo txo ntawm 14.7 feem pua. Nyob rau hauv lub quarter thib plaub, tau tsav los ntawm cov nqi vaj huam sib luag thiab Ob chav 11 kev tshaj tawm, kev xa khoom yuav ncav cuag 59.13 lab. Taiwan, ib lub hlis twg nce ntawm 12.6 feem pua thiab ib xyoos ib zaug poob ntawm 10.3 feem pua, tab sis feem ntau cov tuam txhab lag luam xav txog kev tsim khoom, lub sijhawm thauj mus los, cov khoom lag luam depletion thiab lwm yam teeb meem, thiab tsis zoo li yuav cuam tshuam tus nqi sib txawv ntawm cov nqi vaj huam sib luag rau lub caij no. , thiab nws tau kwv yees tias nws yuav txwv qee qhov kev thov rov qab los. TrendForce tseem kwv yees tias TV xa tawm xyoo no yuav poob mus rau 210 lab units, ib xyoos ib zaug poob ntawm 3.2 feem pua.
Nrhiav rau pem hauv ntej rau xyoo tom ntej, TrendForce ntseeg tias kev lag luam xav tau yuav rov qab mus rau txoj kev raug. Kev xa khoom tau kwv yees mus txog 217 lab units, nce txhua xyoo ntawm 3.3 feem pua. Qhov sib piv ntawm kev xa khoom hauv TV hauv thawj thiab thib ob ntawm lub xyoo kuj tseem xav tias yuav rov qab mus rau theem ua ntej kev sib kis ntawm 45: 55. Ntawm lawv, Qhov Nruab Nrab thiab loj loj, cov khoom muaj nqis ntxiv tseem yog qhov tseem ceeb ntawm cov tuam txhab lag luam loj, thaum cov khoom me me tau ruaj khov tus nqi, thiab cov hom me me tau tsav kev loj hlob ntawm kev thov hauv kev lag luam tawm tshiab.
Ntawm qhov tod tes, TrendForce tau taw qhia tias nrog tus nqi nce ntawm TV teeb, cov tuam txhab lag luam, suav nrog LGD, SONY, Panasonic, Xiaomi, Sharp, thiab lwm yam, tab tom khiav OLED TV xa khoom kom muaj txiaj ntsig siab tshaj plaws, uas tseem yuav tsav tsheb. tag nrho OLED TV xyoo no. Kev xa khoom zoo dua li qhov nruab nrab ntawm kev ua lag luam thiab kwv yees tias yuav nce 72.8 feem pua txhua xyoo mus rau kwv yees li 6.8 lab units.
Omdia cia siab tias yuav muaj kev xa khoom ntau dhau ntawm TV vaj huam sib luag hauv xyoo 2022, tab sis nws yuav qhia qhov thim rov qab hauv lub quarter thib ob. Raws li cov nqi vaj huam sib luag yuav poob mus rau hauv qab hauv thawj peb lub hlis twg ntawm 2022, pib txij lub quarter thib ob ntawm 2022, vim tias kev nce qib thiab kev muag khoom ntawm FIFA World Cup, vaj huam sib luag xav tau yuav nce ntxiv; Tsis tas li ntawd xwb, thaum cov khoom tsis sib haum xeeb tshwm sim dua, vaj huam sib luag xav tau kuj yuav rov zoo. Ua rau muaj kev tsis txaus.
Muaj ntau yam tseem ceeb uas yuav ua rau muaj teeb meem ntau dhau ntawm vaj huam sib luag hauv 2022 kom txog thaum qhov kev thov elasticity tau mus txog dua. Cov xwm txheej xws li Tuam Tshoj lub peev xwm tsim khoom tshiab, txo cov vaj huam sib luag xav tau tom qab COVID-19 muaj thoob qhov txhia chaw, qhov tsis txaus ntawm cov khoom tsis yog vaj huam sib luag thiab cov teeb meem kev thauj mus los yuav ua rau tus lej poob qis hauv cov nqi vaj huam sib luag hauv thawj ib nrab xyoo 2022.
Xyoo 2022, Samsung Display npaj yuav tsim ntau dua 1 lab QD OLED TV panels, thaum LG Display npaj yuav tsim ntau dua 10 lab WOLED TV panels. Omdia cia siab tias cov vaj huam sib luag xav tau los ua kom txaus nyob rau hauv thawj ib nrab ntawm 2022. Kev siv tus nqi ntawm cov neeg tsim vaj huam sib luag hauv thawj peb lub hlis twg yuav qis dua li lub quarter thib plaub ntawm xyoo 2021, thiab qhov poob ntawm cov nqi vaj huam sib luag yuav cuam tshuam rau cov nyiaj tau los. Txawm li cas los xij, nws xav tias yuav tuaj yeem maj mam pib txij lub quarter thib ob.
