Masana'antun kasar Sin sun dauki kashi 11% na kasuwar AMOLED mai sassauci daga Samsung

Tun 2017, lokacin da Samsung ya fara amfani da sassauƙa (amma ba tukuna ba) nunin AMOLED a cikin wayowin komai da ruwan, ya mallaki kusan dukkanin kasuwa don irin wannan fuska. Daidai daidai, bisa ga rahotanni daga IHS Markit, 96,5% na kasuwar AMOLED mai sassauƙa. Tun daga wannan lokacin, Sinawa ne kawai suka iya kalubalantar Samsung da gaske a wannan fanni. Don haka, kamfanin BOE Technology na kasar Sin ya fara aiki a shekarar da ta gabata shuka ta farko don samar da OLED da OLED mai sassauƙa - masana'antar B7 don sarrafa 6G tsara substrates (girman wafer shine 1,5 × 1,85 m).

Ya kamata a lura cewa nunin OLED masu sassauƙa da lanƙwasa (ko AMOLED, wanda shine abu ɗaya a cikin wannan yanayin) samfuran ɗanɗano ne daban-daban, don haka adadin samarwa kowannensu zai dogara ne akan buƙatun kasuwa da saitunan layi. Har ila yau, sababbin layi na iya samar da OLEDs masu tsauri, don haka yana da matsala don yin hukunci game da girman samar da OLED BOE mai sassauƙa a masana'antar B7, amma ƙarfin kasuwancin yana ba da damar samar da 48 dubu 6G na kowane wata. Duk da haka, BOE ta riga ta ba da OLEDs masu sassauƙa don Huawei Mate 20 Pro da Huawei P30 Pro wayowin komai da ruwan, da kuma OLEDs masu lanƙwasa don wayar Huawei Mate X. a fili yana ɗaukar kason Samsung a wannan kasuwa . Don haka Samsung ya yi hasara sosai kuma ya sami Fasahar BOE?

A cewar wani rahoto da kamfanin bincike na Quanzhi Consulting, wanda shafin ke nuni da shi Gizchina, a cikin m da kuma lankwasa OLED kasuwa, BOE yana riƙe da 11%. Saboda haka, rabon Samsung na wannan kasuwa ya ragu daga sama da kashi 95% zuwa 81%. Samsung yana ɗaukar barazanar daga BOE da mahimmanci, wanda kawai ke nuna iyawa da yuwuwar masana'antun Sinawa. Na Samsung yi la’akaricewa BOE ta yi amfani da fasahar da aka sace daga gare ta kuma ta kiyasta asarar da ta yi a cikin shekaru uku masu zuwa da dala biliyan 5,8. Wato, har yanzu ba a warware wannan takaddama a kotu ba. Sabili da haka, tasirin sa akan kasuwar OLED mai sassauƙa har yanzu ya wuce iyakokin hasashen.

A cikin shekaru uku masu zuwa, BOE yayi niyya don zuwa kusa da Samsung dangane da yawan samarwa na OLEDs masu sassauƙa da lanƙwasa. Don cimma wannan, BOE na gina 6G masana'antu B11 da B12. Kowane ɗayan waɗannan kamfanoni za su aiwatar da kayan masarufi 48 a kowane wata. Shuka B11 zai fara aiki a ƙarshen 2019, da B12 a cikin 2021. Don haka, BOE za ta iya sarrafa 144 dubu 6G wafers kowane wata. Ƙarfin Samsung, idan bai fara gina sababbin masana'antu don samar da OLED ba, shine 160 dubun substrates a kowane wata. Akwai tuhuma cewa kashi 11% na kasuwar OLED mai sassauƙa ba shine babban mafarkin masana'antar Sinawa ba.

source: 3dnews.ru