ʻOi aku ka paʻakikī o kēia nīnau ma mua o ka manaʻo o ka poʻe. He aha ke ʻano o ka "nui"? huina kālā? Loaʻa ka loaʻa kālā hōʻailona kikohoʻe? Hoʻouna ʻia nā ʻāpana? Māhele makeke? E puka mai ana nā pane ʻokoʻa ma muli o ka metric i koho ʻia.
Samsung
He helu ʻekahi ʻo Samsung. Hana lākou i nā mea āpau-panel, chips, memory, displays, LED modules. Hāʻawi ʻo Samsung Display iā AMOLED i ka hapalua o ka ʻoihana, a laila hoʻokūkū ʻo Samsung Electronics i kēlā mau mea kūʻai aku me nā huahana i hoʻopau ʻia.
Hoʻokumu ʻia ka Wall Pro MicroLED i 2024. Ke hoʻoikaika nei lākou i kēia kumu hoʻohālike -paʻa paʻa me CMS me nā ʻikepili i hui pū ʻia. ʻO ka neʻe akamai no ka loaʻa kālā hou.
Eia naʻe ka mea. E kamaʻilio me kekahi e hana ana i nā pāhana wikiō LED ma kahi kālā a haʻi lākou iā ʻoe i nā kumukūʻai Samsung iā lākou iho ma waho o 60% o nā manawa. ʻOi aku paha. E haʻi aku nā mea hana Kina i ka 30% haʻahaʻa no nā kikoʻī like. Ke hele nei ʻo Samsung ma hope o ka ʻāpana premium a hoʻokuʻu i nā poʻe āpau e hakakā i ke koena.
ʻO kā lākou EMEA a me ʻAmelika ʻAmelika ka māhele mākeke i nā hōʻike pāʻoihana LCD. Hōʻike mau ka ʻikepili IHS Markit i kēia.
Kekahi ʻikepili (Me nā Hōʻike)
ʻO nā hōʻike ʻoihana mai Futuresource a me AVIXA i kau i ka mākeke hōʻailona hōʻailona honua$31-35 bilionano 2026. He ākea kēlā laula akā ʻo ia ka mea i ka wā e hoʻāʻo ai e wehewehe i ka mea i helu ʻia ʻo "digital signage."
ʻO ka manaʻo koʻikoʻi o kahi e noho ai nā mea pāʻani nui:
Samsung Electronics- ma kahi o $5-6 biliona o ka loaʻa kālā hōʻailona kikohoʻe, 18-20% ka māhele mākeke ma ka honua holoʻokoʻa. Ka ikaika ma LCD, LED, MicroLED, OLED.
LG Electronics- $3-4 biliona, ma kahi o 11% mahele. ʻO OLED kā lākou nānā.
Unilumin- ma kahi o $1.1 biliona (7.4 biliona RMB), helu ʻekahi ma LED me ka 10% o ia māhele.
Leyard- ma kahi o $1 biliona, ma kahi o 15% o ka māhele LED. Loaʻa iā lākou ka Planar ma ʻAmelika ʻĀkau he mea nui.
Sony- paʻakikī no ka mea, hoʻopili lākou i nā hōʻike ʻoihana me nā lako hoʻolaha i kā lākou kālā. He helu $1.5-2 biliona i loaʻa akā loaʻa nā huahana hōʻailona ʻole.
ʻO ke kūlana pā wikiō LED
ʻO kēia kahi e loli wikiwiki ai nā mea.
Ua hala ʻo Unilumin iā Leyard i ka loaʻa kālā ma 2023. Hōʻike kā lākou hōʻike makahiki, hōʻoia ʻo Omdia stats. ʻO Leyard ke alakaʻi hoʻopaʻapaʻa ʻole i ka wā ma mua.
No ke aha i hopu ai ʻo Unilumin? ʻO kā lākou hale hana ʻo Shenzhen he automated loa. Ua hoʻonui lākou i ka mana he 30% i ka makahiki 2024. Ua ʻoi aku ka kiʻekiʻe o ko lākou mau palena ʻāina ma mua o ka home. Hōʻike ke āpau ʻaʻole lākou e hoʻokūkū hou i ke kumukūʻai ma ka honua. Ke hōʻike ʻia nei kekahi premium brand.
ʻO kēlā ʻaha mele Adele ma Munich i 2024? ʻO ka nui 4,000 square meter LED pale i loaʻa kahi moʻolelo Guinness? Ua hana ʻo Unilumin i kēlā. Kūʻai maikaʻi.
Ua hana ʻo Leyard i ka LED no iwakālua mau makahiki, ua hoʻolalelale ʻo ia i -pitch LED, loaʻa nā pilina hohonu i loko o nā lumi hoʻomalu a me nā kikowaena kauoha. Maikaʻi ka loaʻa ʻana o Planar i ka makahiki 2015-ua hāʻawi iā lākou i kahi hōʻailona ʻAmelika ʻĀkau ma mua o ka hoʻāʻo ʻana e pana pololei i ka inoa Leyard.
ʻO ka pae maʻamau me nā ʻoihana ʻelua ʻo ia ka mana o ke kaulahao hoʻolako. ʻO nā pahu kukui LED, nā IC hoʻokele, ka hana ʻana-ka hapanui ma ka-hale. ʻO nā kumukūʻai haʻahaʻa ma mua o nā mea hoʻokūkū Korea a Iapana paha.
Akā ʻoiaʻiʻo nā pilikia. ʻO kekahi poʻe mea kūʻai aku e ʻōlelo pololei "ʻaʻole nā māka Kina" ʻoiai ʻoi aku ka maikaʻi o nā specs a haʻahaʻa ke kumu kūʻai. ʻAʻole hele kēlā kūlana geopolitical.
Hoʻolālā ʻo LG
ʻO LG ka helu ʻelua.
ʻAʻole naʻauao ka hele ʻana-a-poʻo me Samsung ma nā mea a pau. ʻAʻole like ko lākou hoʻohui ʻana a i ʻole ka unahi. No laila pili nui lākou ma OLED.
Ke hana nei. ʻO LG Display wale nō ka mea nāna e hoʻolako -ano nui nā panela OLED ma ka honua holoʻokoʻa. ʻAʻole ia e loli koke ana-ke kūkulu ʻana i ka mana OLED i mau makahiki a me ka hoʻokomo kālā nui. Ua lilo ʻo OLED māmā i mea paʻamau no nā hōʻike pukaaniani hale kūʻai kiʻekiʻe. ʻO nā hale kūʻai Apple, ʻo Louis Vuitton, kēlā ʻano wahi.
Ua kūʻai lākou iā Navori Labs i ka hoʻomaka ʻana o 2024-Ua hōʻike ʻia ka Verge ma kahi o $200 miliona-a i kēia manawa he moʻolelo lako polokalamu kā lākou e haʻi pū ai me ka lako. Hoʻomaka ʻo Business Cloud CMS i kēlā makahiki hoʻokahi.
ʻO ka ʻaoʻao haʻahaʻa ʻo ia ka mana OLED. He liʻiliʻi wale nā laina -ano nui a LG Display a lohi a pipiʻi. A ua haʻalele lākou i ka hoʻokūkū pololei ʻana i nā pā wikiō LED.
Pono ka mea pāʻani helu ʻelua ma kēlā me kēia mākeke e ʻimi i kahi niche ʻokoʻa kahi e hiki ai iā lākou ke helu ʻekahi, a i ʻole e ʻai mālie ʻia e ke alakaʻi. Ua koho ʻo LG i ka ʻokoʻa. I kēia manawa ke hana nei.
Nā kūlana
Ma ka huina kālā hōʻailona kikohoʻe:Samsung, LG, Sony, Unilumin, Leyard
Ma ka loaʻa kālā o ka pā wikiō LED:Unilumin, Leyard, Samsung
Ma o nā hoʻouna hōʻike pāʻoihana LCD:Samsung, LG, NEC/Sharp
He kiʻi kiʻi kupaianaha ʻo Sony Crystal LED. Akā, kū'ai 'ia no ka hana ki'i'oni'oni a me ka 'oihana ki'eki'e. ʻAʻole lākou e hoʻāʻo e hoʻokūkū ma ka leo.
He aha ka mea e lulu ai
ʻO Geopolitics ka mea nui. ʻO nā mea hana Kina e hoʻomalu loa iā Kina. Hiki iā lākou ke paʻa i waho o ke aupuni US a me nā papahana pale. Ke lilo nei ʻo ʻEulopa i kahua kaua. ʻO ka hoʻokō ʻana o ke kānāwai CHIPS ma 2024 a me nā noiʻi tariff EU ma nā EV Kina e kuhikuhi ana i ka decoupling ʻenehana hou aʻe.
ʻO ka hōʻemi kumukūʻai MicroLED ka māka nīnau ʻenehana. Inā emi nui nā kumukūʻai, hoʻololi hou ia i nā mea a pau.
ʻO wai ka Nui?
Pili i ka wehewehe.
Huina loaa:Samsung. ʻOiai ʻo ka hōʻailona kikohoʻe he hewa pōʻai no Samsung ma ke ʻano he hui.
Loaʻa ka loaʻa kālā hōʻailona kikohoʻe:ʻO Samsung, LG ka lua. Ke ʻoki nei paha ka ʻāwī.
Nā paia wikiō LED:Unilumin helu ʻekahi, Leyard lua.
Pāʻoihana LCD:Samsung.
Loaʻa iā Samsung ke kūlana honua holoʻokoʻa ikaika loa i ka makahiki 2026, akā ma nā paia wikiō LED ma kahi kikoʻī-ʻo ia ka māhele ulu-ke alakaʻi nei nā mea hana Kina.
