Umkhiqizi waseShayina uthathe u-11% wemakethe ye-AMOLED eguquguqukayo kwaSamsung

Kusukela ngo-2017, lapho i-Samsung iqala ukusebenzisa izibonisi ze-AMOLED eziguquguqukayo (kodwa ezingakagobi) kuma-smartphones, iphethe cishe yonke imakethe yezikrini ezinjalo. Ngokunemba kakhudlwana, ngokwemibiko evela ku-IHS Markit, ama-96,5% emakethe ye-AMOLED eguquguqukayo. Kusukela lapho, amaShayina kuphela akwazile ukubekela inselele i-Samsung kule ndawo. Ngakho-ke, inkampani yaseShayina i-BOE Technology yaqala ukusebenza ngonyaka odlule isitshalo sayo sokuqala sokukhiqiza i-OLED ne-OLED eguquguqukayo - isitshalo se-B7 sokucubungula ama-substrates esizukulwane se-6G (ubukhulu be-wafer buyi-1,5 × 1,85 m).

Kumele kuqashelwe ukuthi izibonisi ze-OLED eziguquguqukayo nezigobekayo (noma i-AMOLED, into efanayo kuleli cala) ziyimikhiqizo ehluke kancane, ngakho-ke umthamo wokukhiqiza ngamunye wabo uzoncika ezidingweni zemakethe kanye nezilungiselelo zomugqa. Futhi, imigqa emisha ingakhiqiza ama-OLED aqinile, ngakho-ke kuyinkinga ukwahlulela umthamo wokukhiqizwa kwe-OLED BOE eguquguqukayo esitshalweni se-B7, kodwa amandla ebhizinisi avumela ukukhiqizwa kwanyanga zonke kwama-substrates esizukulwane se-48G eyizinkulungwane ezingu-6. Futhi nokho, i-BOE isivele ihlinzeka ngama-OLED aguquguqukayo weHuawei Mate 20 Pro kanye nama-smartphones e-Huawei P30 Pro, kanye nama-OLED agobekayo weHuawei Mate X smartphone Ngamanye amazwi, ibeka isimangalo engxenyeni ethile yemakethe ye-OLED eguquguqukayo ngokusobala ithatha isabelo se-Samsung kule makethe. Ngakho-ke i-Samsung ilahlekelwe kakhulu futhi yazuza i-BOE Technology?

Ngokombiko wenkampani yokuhlaziya i-Quanzhi Consulting, lapho isayithi libhekisela kuyo I-Gizchina, emakethe ye-OLED eguquguqukayo negobekayo, i-BOE ibamba u-11%. Ngakho-ke, isabelo se-Samsung sale makethe sehle sisuka ngaphezu kwama-95% saya ku-81%. AbakwaSamsung baluthatha ngokungathi sína usongo lwe-BOE, olugqamisa kuphela amakhono namandla omkhiqizi waseShayina. KwaSamsung cabangaukuthi i-BOE yasebenzisa ubuchwepheshe obubiwe kuyo futhi ilinganisela ukulahlekelwa kwayo eminyakeni emithathu ezayo ku-$ 5,8 billion Ngendlela, le ngxabano ayikaxazululwa enkantolo. Ngakho-ke, umthelela wayo emakethe ye-OLED eguquguqukayo usengaphezu kwesilinganiso sokubikezela.

Eminyakeni emithathu ezayo, i-BOE uhlose ukuze usondele ku-Samsung ngokwemiqulu yokukhiqiza yama-OLED aguquguqukayo nagobekayo. Ukufeza lokhu, i-BOE yakha izimboni ze-6G i-B11 ne-B12. Ngayinye yalezi zinkampani izocubungula ama-substrates ayizinkulungwane ezingama-48 njalo ngenyanga. I-Plant B11 izoqala ukusebenza ekupheleni kuka-2019, kanye ne-B12 ngo-2021. Ngakho-ke, i-BOE izokwazi ukucubungula ama-wafer ayizinkulungwane eziyi-144 e-6G njalo ngenyanga. Amakhono akwaSamsung, uma engaqali ukwakha amafekthri amasha okukhiqizwa kwe-OLED, angama-substrates ayizinkulungwane eziyi-160 ngenyanga. Kukhona izinsolo zokuthi i-11% yemakethe ye-OLED eguquguqukayo ayilona iphupho lokugcina lomkhiqizi waseShayina.

Source: 3dnews.ru