Koj paub, nws yog hom qus thaum koj xav txog nws. Rov qab rau xyoo 2000s thaum ntxov, Nyij Pooj tau pib ua tus tswv lub ntiaj teb ntawm tiaj tus -screen TVs. Cov loj, zoo nkauj LCD panels uas ua rau txhua yam zoo li ntse thiab vibrant? Yog lawm, cov tuam txhab xws li Sharp thiab Nyiv Display Inc.
Kuv nco qab kuv thawj zaug Sharp Aquos TV; nws zoo li kev hloov kho loj heev los ntawm cov CRTs loj heev. Thiab JDI? Lawv tau muab tons ntawm LCD panels rau Apple, siv lub zog iPhones sab laug thiab sab xis.
Tab sis ntawm no peb nyob rau hauv lig 2025, thiab tej yam tau hloov lub sij hawm loj. Cov chaw tsim khoom uas siv los ua buzz nruab hnub thiab hmo ntuj nyob ntsiag to tam sim no, kab kaw, thiab Nyiv kev tuav ntawm cov khoom loj LCD tau ploj mus zoo nkauj heev. Yog li, qhov deal yog dab tsi? Vim li cas Sharp thiab JDI pib kaw lub teeb ntawm lub sijhawm tag nrho?
Cia peb tham dhau los, zoo li peb tab tom tham dua kas fes. Kuv mam li qhia qee zaj dab neeg, muab pov tseg rau ob peb lub ntsiab lus los ntawm qhov tau tshwm sim, thiab tej zaum nws yuav ua rau txhua yam ua tiav thaum kawg.
Yog tias koj nkag mus rau hauv thev naus laus zis lossis tsuas yog xav paub txog yuav ua li cas cov khoom zoo li koj lub TV screen tau tsim, zaj dab neeg ntawm LCD vaj huam sib luag no yog qhov tseeb rollercoaster. Sharp thiab JDI tau ua lub npe loj hauv Nyiv lub ntiaj teb cov khoom siv tau ntau xyoo, tab sis tam sim no lawv tab tom ntsib qee qhov tseeb. Peb mam li saib yog vim li cas cov vaj huam sib luag LCD loj tsis txiav nws ntxiv lawm, yuav ua li cas Sharp tuav lawv txoj kev tawm, JDI kev sib ntaus tsis tu ncua, thiab tag nrho cov sab nraud rog piling rau. Nws tsis yog txhua qhov kev puas tsuaj thiab kev ntxhov siab- muaj qee qhov pivots nthuav tshwm sim thiab.
Vim li cas LCD loj lag luam tsuas yog tsis muaj kev ruaj ntseg ntxiv lawm: Tus nqi siab phem Wars thiab hloov saj
Okay, cia peb rov qab me ntsis. Loj LCD panels rau TVs thiab saib yog Nyiv tus tshwj xeeb. Sharp's Sakai Hoobkas hauv Osaka yog qhov loj heev, txiav- qhov chaw ntug- thawj Gen-10 kab hauv ntiaj teb, ua rau cov nplooj iav loj loj uas tig mus rau cov ntxaij vab tshaus loj. Nws yog impressive; cov neeg hu nws lub cim ntawm Japanese tech prowess. JDI tuaj nrog rau xyoo 2012, rub cov khoom ua ke los ntawm Sony, Toshiba, thiab Hitachi los tsom rau cov vaj huam sib luag me thiab nruab nrab, tab sis lawv tau txais loj heev nrog Apple xaj. Nyob rau ntawm ib kis, lawv tau xa ntau pua lab ntawm LCD vaj huam sib luag rau iPhones, tuav ib qho loj ntawm lub khw.
Tab sis txiv neej, yam hloov ceev ceev. Los ntawm 2025, ua rau loj LCD panels profitably? Nws tsuas yog tsis tshwm sim rau Nyiv. Lub ntsiab culprit yog tus nqi tsov rog los ntawm Tuam Tshoj. Cov tuam txhab xws li BOE thiab TCL CSOT tau tsim cov chaw tsim khoom loj no thiab tau tso tawm LCD vaj huam sib luag ntawm pob zeb- cov nqi hauv qab. Cov nqi vaj huam sib luag poob zoo li lub pob zeb-qee zaum halving hauv ob peb xyoos xwb. Nyiv tsis tuaj yeem ua raws li lawv cov nyiaj ua haujlwm siab dua, cov nqi hluav taws xob, thiab cov cai nruj dua rau txhua yam. Cov ntawv ceeb toom los ntawm cov chaw xws li Omdia qhia tag nrho cov lag luam dej nyab, cov chaw tsim khoom ua haujlwm hauv qab lub peev xwm. Sharp thiab JDI xaus nrog pawg poob.
Ntxiv rau qhov ntawd, yam tib neeg xav tau hloov pauv. Tseeb, TVs loj tseem yog ib yam, tab sis peb tsis hloov lawv txhua xyoo ntxiv lawm. Thiab tech- ntse, OLED hloov pauv loj heev. OLED vaj huam sib luag muab cov xim dub zoo meej rau koj, qhov sib txawv tsis zoo, thiab lawv tsis xav tau lub teeb rov qab- ua rau cov xim tuaj yeem ua rau LCD tsis sib xws. Apple qhov kev txiav txim siab mus rau tag nrho - ntawm OLED rau 2025 iPhones yog qhov kev ua si - hloov pauv. Cov ntaub ntawv los ntawm TrendForce hais tias OLED tab tom rub ua ntej hauv kev xa xov tooj, thiab TVs tau ua raws. Cov tuam txhab Nyij Pooj tau dai rau ntawm LCD ntev dua li feem ntau, xav tias nws yuav nyob ib puag ncig, tab sis yog ... qhov ntawd tsis tau tawm. Tuam Tshoj tam sim no tuav ntau dua 75% ntawm lub ntiaj teb LCD muaj peev xwm, thaum Nyiv cov hlais me me. Nws tu siab pom cov neeg ua haujlwm txawj, uas tau siv xyoo tweaking LCD vaj huam sib luag tech, cuam tshuam nrog txhua qhov tsis paub tseeb.
Sharp Txoj Kev Tawm: Kaw Sakai thiab Betting ntawm Yam Tshiab
Siv Sharp, piv txwv li. Lawv lub Hoobkas Sakai yog qhov loj kawg hauv Nyij Pooj rau TV- loj LCD vaj huam sib luag. Lawv tau qhwv cov khoom tsim tawm nyob rau hauv 2024, txawm tias nws nce mus rau ib hlis vim tias poob tau nce ntxiv. Suav cov neeg sib tw tau muag cov vaj huam sib luag zoo sib xws rau 20-30% tsawg dua, thiab nrog OLED noj tshaj TVs hwm, thov tsuas yog qhuav.
Nws tsoo cov saw hlau ib yam nkaus thiab- cov vaj huam sib luag tsawg dua txhais tau tias cov neeg tsim TV sib tw, thiab ua rau muaj kev lag luam ntau dua rau Tuam Tshoj. Tab sis Sharp tsis cia li kaw qhov rooj thiab taug kev mus. Lawv nyob nraum repurposing qhov chaw nyob rau hauv ib tug zoo nkauj txoj kev. Ib feem ntawm Sakai qhov chaw tau muag rau SoftBank thiab lwm tus rau cov chaw loj AI cov ntaub ntawv. Xav txog: cov super- chav huv huv qhov chaw uas cov neeg ua haujlwm hauv cov khaub ncaws hnav tau tuav cov iav LCD zoo li tam sim no ntim nrog cov neeg rau zaub mov racks rau kev cob qhia AI qauv. Pib xyoo 2026, nrog lub zog loj rub tawm -ntau pua megawatts. Nws yog tag nrho hloov ntawm cov lus qhia mus rau suav lub zog.
Lawv kuj tau tshaj tawm lwm cov nroj tsuag rau Foxconn, lawv lub tuam txhab niam txiv, yog li tsis muaj lawv tus kheej ua vaj huam sib luag hauv - tsev. Hloov chaw, tsom mus rau cov khoom xws li lub tsheb qhia thiab VR cov ntxaij vab tshaus, siv cov thev naus laus zis zoo li IGZO kom ua tau zoo dua hauv cov qauv me. Tsheb yuav tsum tawvLCD los yog cov duab tawm tshiabuas tuav cov cua sov thiab kev vibrations -Nyiv zoo ntawm qhov tseeb. Tseeb, poob lojLCDCov nyiaj tau los ua rau mob hnyav heev, tab sis sib xyaw hauv AI infrastructure thiab lwm yam kev twv yuav pab lawv rov qab. Nws yog pragmatic, koj puas paub? Ua raws li qhov kub tam sim no.
JDI's Tough Fight: Kaw Nroj Tsuag thiab Saib Tshaj Tawm
JDI zaj dab neeg yog ntau dua ntawm grind. Lawv tau tsim nrog tsoomfwv pab coj Samsung hauv LCD vaj huam sib luag, thiab ib ntus, Apple yog lawv txoj sia nyob - dhau ib nrab ntawm lawv qhov muag ntawm iPhone cov ntxaij vab tshaus. Tab sis raws li Apple tsiv mus rau OLED, kev txiav txim tanked. Cov nroj tsuag zoo li Mobara nres qee cov kab, sib sau ua ke rau lwm qhov, nrog rau kev tso tawm loj - txhiab tus cuam tshuam.
Lawv tab tom thawb lub tswv yim "Beyond Display", txav deb ntawm tsuas yog churning tawm LCD panels rau tej yam xws li sensors thiab zoo nkauj interfaces. Yeej khoom plig rau lub tsheb qhia, koom tes nrog Asmeskas cov tuam txhab ntawm OLED siab heev rau VR. Muag tawm cov cuab tam ib yam nkaus, tej zaum rau ntau thaj av AI zoo li Sharp. Kev lag luam tsheb loj hlob -ntau cov ntxaij vab tshaus hauv dashboards tam sim no, thiab LCD tseem muaj cai rau kev ntseeg tau. JDI's siab - cov khoom zoo tuaj yeem haum zoo. Tab sis ncaj ncees, nrog kev poob thiab cov nuj nqis tsis tu ncua, nws nce siab. Lawv tab tom nrhiav kom tau nyiaj sai sai, tab sis kev sib tw nrog Tuam Tshoj lub ntim yog qhov ntxhib. Nws yog kev tshoov siab hauv ib txoj kev, pom lawv dai rau hauv.
Tag nrho cov kev ntxhov siab sab nraud ntxiv: Kua, Kev Sib Tw, thiab lwm yam
Thiab nws tsis yog tsuas yog cov khoom sab hauv xwb- sab nraud quab yuam tsis tu ncua. Apple's tag nrho OLED txav hauv 2025 txiav kev sib raug zoo nrog cov neeg siv khoom Japanese LCD. Kaus lim qab teb bailed ntawm LCD loj ua ntej, tawm hauv Nyiv tuav lub hnab ntev. Geopolitics, kev hloov pauv nyiaj txiag, txhua yam ua si hauv. Tuam Tshoj tau txais cov nplai, nyiaj pab, txhua yam nyob rau ntawd.
Kev sib xyaw thev naus laus zis zoo li zoo dua OLED kev ua haujlwm nrog kev lag luam hits, thiab nws nyuaj heev. Nyob ntawm ntau dhau ntawm ib tus neeg siv khoom loj xws li Apple? Risky txav, raws li nws hloov tawm.
Thaum kawg ntawm lub hnub, Sharp thiab JDI tig tawm ntawm cov vaj huam sib luag LCD loj tsis yog vim tias Nyij Pooj poob nws txoj kev siv thev naus laus zis - lawv tseem muaj zog hauv cov khoom meej rau cov tsheb lossis cov ntxaij vab tshaus kho mob. Nws yog ntau dua tias txoj kev ua lag luam qub tsis haum rau hauv qhov nrawm no - hloov pauv ntiaj teb. Niches zoo li cov khoom siv tsheb, VR, txawm tias AI cov chaw muaj txoj hauv kev tshiab.
Rau cov neeg niaj hnub zoo li peb, nws txhais tau tias pheej yig dua TVs, cov xov tooj zoo dua hauv kab. Tab sis yog, nws yog iab xav txog cov chaw ua haujlwm ntsiag to. Kev hloov tshwm sim, txoj cai? Koj yuav tsum yob nrog nws. Koj xav li cas -zoo siab rau ntau yam khoom OLED, lossis kev xav rau hnub LCD? Qhia tawm hauv cov lus; Kuv xav hnov koj cov dab neeg hais txog TV qub los yog dab tsi.
Khoom Description
Tshawb nrhiavMinghua Display, tus thawj coj Shenzhen-raws li tus kws tshaj lij hauv kev khoLCDthiabOLEDmodules. Nrog rau ntau tshaj kaum xyoo ntawm kev txawj ntse, peb muab siab - zoo, tailored zaub cov kev daws teeb meem rau me me mus rau nruab nrab - cov ntawv loj hauv tsheb, kev lag luam, kev kho mob, thiab cov neeg siv khoom siv hluav taws xob.
Peb lub zog muaj xws li:
- Ua tiav customizable TFT LCD panels
- Capacitive/resistive kov kev koom ua ke
- High -kev xaiv brightness
- Dav -kub kev ntseeg tau
- Fast prototyping thiab ruaj khov ntau lawm
Peb muab qhov tseem ceeb rau kev ua tau zoo nrog ISO- cov txheej txheem ntawv pov thawj, tus nqi sib tw, thiab ntawm - lub sijhawm xa khoom los pab koj ua ntej hauv kev hloov pauv kev ua lag luam- deb ntawm qhov loj - vaj huam sib luag volatility mus rau niche, siab - cov khoom muaj nqis.
Txawm hais tias koj xav tau bar - hom cov ntxaij vab tshaus, cov lus qhia puag ncig, lossis cov qauv tshwj xeeb, Minghua muab kev koom tes txhim khu kev qha los ntawm kev tsim mus rau kev xa khoom. Tiv tauj peb hnub no rau cov qauv lossis cov lus qhia- cia peb coj koj lub zeem muag rau lub neej!
