Cov chaw tsim khoom Suav tau coj 11% ntawm kev ua lag luam hloov pauv AMOLED los ntawm Samsung

Txij li xyoo 2017, thaum Samsung pib siv hloov pauv tau (tab sis tseem tsis tau khoov tau) AMOLED cov lus qhia hauv smartphones, nws tau muaj yuav luag tag nrho lub khw rau cov ntxaij vab tshaus zoo li no. Ntau qhov tseeb, raws li cov lus ceeb toom los ntawm IHS Markit, 96,5% ntawm cov lag luam hloov pauv AMOLED. Txij thaum ntawd los, tsuas yog Suav tau tuaj yeem tawm tsam Samsung hauv cheeb tsam no. Yog li, Tuam Tshoj lub tuam txhab BOE Technology tau muab tso rau hauv kev ua haujlwm xyoo tas los nws thawj tsob nroj rau kev tsim OLED thiab hloov tau OLED - B7 cog rau kev ua 6G tiam substrates (wafer qhov ntev yog 1,5 × 1,85 m).

Nws yuav tsum tau muab sau tseg tias saj zawg zog thiab bendable OLED cov lus (los yog AMOLED, uas yog tib yam nyob rau hauv cov ntaub ntawv no) yog cov khoom sib txawv me ntsis, yog li cov khoom ntim ntawm txhua tus ntawm lawv yuav nyob ntawm kev xav tau kev lag luam thiab kab teeb tsa. Tsis tas li, cov kab tshiab tuaj yeem tsim cov OLEDs nruj, yog li nws yog qhov teeb meem los txiav txim qhov ntim ntawm cov khoom hloov pauv OLED BOE ntawm B7 cog, tab sis lub tuam txhab muaj peev xwm tso cai rau txhua hli ntawm 48 txhiab 6G tiam substrates. Txawm li cas los xij, BOE twb muab OLEDs hloov tau yooj yim rau Huawei Mate 20 Pro thiab Huawei P30 Pro smartphones, nrog rau OLEDs khoov tau rau Huawei Mate X smartphone. yog kom meej meej coj Samsung cov koom nrog hauv kev ua lag luam no . Yog li Samsung poob ntau heev thiab tau txais BOE Technology?

Raws li tsab ntawv ceeb toom los ntawm lub tuam txhab tshuaj ntsuam Quanzhi Consulting, uas lub xaib hais txog Gizchina, hauv kev lag luam hloov pauv thiab kho tau OLED, BOE tuav 11%. Raws li, Samsung feem ntawm lub lag luam no poob los ntawm ntau dua 95% mus rau 81%. Samsung siv qhov kev hem thawj los ntawm BOE tiag tiag, uas tsuas yog qhia txog lub peev xwm thiab lub peev xwm ntawm Tuam Tshoj cov chaw tsim khoom. Hauv Samsung xav txogtias BOE siv thev naus laus zis nyiag los ntawm nws thiab kwv yees nws cov kev poob hauv peb lub xyoos tom ntej ntawm $ 5,8 billion. Los ntawm txoj kev, qhov kev tsis sib haum xeeb no tseem tsis tau daws hauv tsev hais plaub. Yog li ntawd, nws qhov cuam tshuam rau kev hloov pauv ntawm OLED kev ua lag luam tseem dhau ntawm qhov kev kwv yees.

Hauv peb lub xyoos tom ntej no, BOE xav los ze rau Samsung nyob rau hauv cov nqe lus ntawm ntau lawm ntim ntawm saj zawg zog thiab khoov OLEDs. Txhawm rau ua tiav qhov no, BOE tab tom tsim 6G factories B11 thiab B12. Txhua lub lag luam no yuav ua 48 txhiab substrates txhua hli. Cog B11 yuav pib ua haujlwm thaum kawg ntawm 2019, thiab B12 hauv 2021. Yog li, BOE yuav tuaj yeem ua 144 txhiab 6G wafers txhua lub hlis. Samsung lub peev xwm, yog tias nws tsis pib tsim cov chaw tsim khoom tshiab rau OLED ntau lawm, yog 160 txhiab substrates ib hlis. Muaj qhov tsis txaus ntseeg tias 11% ntawm cov lag luam hloov pauv OLED tsis yog npau suav kawg ntawm cov chaw tsim khoom hauv Suav teb.

Tau qhov twg los: 3d xov.ru