Nyob zoo cov neeg, yog tias koj nyob hauv khw rau lub laptop tshiab lossis saib tam sim no, tej zaum koj tau pom cov nqi nce ntxiv - lossis tsawg kawg hnov cov lus xaiv. Tsuas yog lub lim tiam dhau los, cov npe loj xws li Dell, Lenovo, thiab HP tau tso lub foob pob: lawv tab tom npaj yuav nce nqi PC los ntawm 15-20% hauv 2026. Ouch, puas yog? Nws yog tag nrho khi rau qhov no insane nco nti tsis txaus thiab skyrocketing DRAM thiab NAND nqi. Tab sis ntawm no yog qhov twist-thaum koj phau ntawv LCD tom ntej no yuav raug nqi ntau dua, lub vaj huam sib luag LCD hauv yuav tau pheej yig dua. Lub caij no, LCD TV panels thaum kawg nres lawv qhov kev poob siab thiab tej zaum yuav rov qab sai sai. Kinda vwm li cas tib yam kev lag luam tiam sis tsoo ntau ntu sib txawv, puas yog?
Raws li ib tug neeg uas tau taug qab LCD zaub tiam sis rau xyoo, kuv xav dhia rau hauv qhov kev ntxhov siab no. Peb tab tom tham txog kev lag luam LCD vaj huam sib luag, qhov chaw loj xws li BOE, TCL CSOT, thiab Samsung tab tom tawm tsam nws. Nrog 2026 nyob ib ncig ntawm lub ces kaum (nws yog lub Kaum Ob Hlis 24, 2025, raws li kuv sau qhov no), cia peb nthuav tawm yuav ua li cas nco woes rippling los ntawm cov khoom saw, vim li cas LCD saib thiab phau ntawv tseem pom tus nqi poob, thiab vim li cas LCD TVs bucking tus qauv. Thaum kawg, kuv yuav muab qee cov lus qhia tiag tiag rau koj seb koj yuav tsum yuav tam sim no lossis tos. Spoiler: Nws nyob ntawm seb koj nyob nraum tom qab hauv lub ntiaj teb LCD zaub.
Yuav Ua Li Cas Nco Tus Nqi Hikes Trickling rau koj cov khoom siv LCD
Ua ntej tshaj, cia peb rhuav tshem cov hauv paus. Cov chips nco-xav tias RAM thiab khaws cia- yog ib feem loj ntawm txhua lub cuab yeej cov khoom siv (BOM). Hauv ib lub laptop ib txwm, lub cim xeeb tuaj yeem suav txog 10-20% ntawm tus nqi tag nrho, qee zaum ntau dua rau cov qauv siab -kawg nrog cov nqaij SSDs. Rau cov desktops lossis cov saib, nws tsis tshua ncaj qha, tab sis tseem, cov LCD saib feem ntau ua ke nrog cov tshuab uas cia siab rau lub cim xeeb -cov khoom hnyav. Tam sim no, nrog lub ntiaj teb nco tus nqi nce 50-100% hauv 2025 vim muaj cov saw hlau snags (nyob zoo, AI cov chaw zov me nyuam nqus tag nrho cov siab-bandwidth nco), cov hom yog freaking tawm.
Qhov no tsis yog tsuas yog paub daws teeb meem xwb- nws tab tom tsoo lub LCD vaj huam sib luag kev lag luam nyuaj. Cov neeg tsim vaj huam sib luag tsim cov duab LCD rau TVs, saib, thiab phau ntawv sau, tab sis txoj kev xa cov nqi sib txawv. Piv txwv li, hauv LCD TV, lub vaj huam sib luag nws tus kheej yog lub hnub qub, ua 50-70% ntawm BOM. Nco? Nws nyob ntawd rau cov yam ntxwv ntse, tab sis tsis yog kev sib cog lus -breaker. Yog li thaum nco tus nqi nce siab, TV hom tuaj yeem nqus tau yooj yim dua los ntawm tweaking lwm qhov lossis tsuas yog caij cua daj cua dub. Tab sis rau PCs? Huag txiv neej, phau ntawv nrog LCD phau ntawv sau tau txais hammered vim tias tag nrho cov nqi hluav taws xob dhia, yuam cov hom kom nyem cov neeg muag khoom nyob rau lwm qhov-xws li thawb rau ntawm LCD vaj huam sib luag tus nqi kom tus nqi kawg palatable.
Los ntawm qhov kuv tau pom hauv cov ntawv ceeb toom tsis ntev los no, zoo li cov los ntawm Omdia thiab Digitimes, LCD vaj huam sib luag kev lag luam tiam sis rau 2026 taw tes rau 6% kev loj hlob hauv cheeb tsam xav tau- ntse, tab sis nrog OLED nipping ntawm LCD lub pob taws. Qhov ntawd txhais tau tias cov neeg tsim khoom LCD tab tom ua si tiv thaiv, tswj kev tsim khoom kom ruaj khov tus nqi. Txawm li cas los xij, lub cim xeeb crunch tau nthuav dav qhov no: Hom zoo li Dell tab tom npaj rau cov nqi siab dua, yog li lawv tau sib tham nyuaj nrog cov neeg xa khoom vaj huam sib luag xws li BOE rau cov khoom siv LCD pheej yig dua. Nws yog cov tshuaj tiv thaiv kab mob- nco txog, cov nqi hluav taws xob nce, siab ntawm LCD vaj huam sib luag nqi qis, tsawg kawg rau IT khoom.
Xav txog nws: Xyoo 2025, peb twb pom LCD vaj huam sib luag nqi hauv qab tom qab kev poob qis. TrendForce cov ntaub ntawv qhia TV LCD vaj huam sib luag tuav ncaj nraim rau lub Kaum Ob Hlis, tab sis cov phau ntawv sau tau poob $0.1-0.2. Vim li cas? Vim tias cov neeg tsim khoom PC tau maj nrawm rau nruab nrab cov khoom xa tuaj tam sim no kom tsis txhob muaj kev mus ncig tom qab tag nrho, tab sis lawv tsis kam them ntau dua rau LCD phau ntawv teev cov vaj huam sib luag ntawm qhov tsis paub tseeb. Qhov no khi rau hauv dav LCD zaub tiam sis, qhov twg Suav dominance (tshaj 70% ntawm lub peev xwm) ua rau tus nqi qis, tab sis sab nraud shocks zoo li nco mess nrog qhov sib npaug.
Txoj hmoo sib txawv ntawm LCD vaj huam sib luag: TVs yeej, saib tuav, phau ntawv poob
Tam sim no, cia peb nkag mus rau hauv nitty -gritty ntawm yuav ua li cas qhov no plays tawm thoob plaws pawg. Pib nrog LCD TVs-lawv yog qhov chaw ci ntsa iab hauv LCD vaj huam sib luag kev lag luam tam sim no. Kev thov tsis tu ncua, ua tsaug rau cov neeg kho dua tshiab rau cov ntxaij vab tshaus loj (65-inch thiab siab dua). Hom duab LCD TV vaj huam sib luag tus nqi tau tsoo pob zeb hauv qab, yog li lawv tau khaws cia ntxov rau Q1 2026 kom tsis txhob muaj kev nco txog kev puas tsuaj. Ntxiv rau, nrog Lub Xyoo Tshiab hloov pauv qhov xav tau nyob ib puag ncig Lub Ob Hlis, muaj qhov cuam tshuam ua ntej rub kom ruaj khov.
Raws li kev lag luam kev kwv yees, zoo li Omdia lub Kaum Ib Hlis tsab ntawv ceeb toom, TV LCD xav tau tuaj yeem dhia 6% hauv 2026, txhawb nqa tag nrho cov iav tswv yim los ntawm 4%. Qhov ntawd txhais tau tias cov neeg tsim vaj huam sib luag tsis txiav ntau lawm; kev siv tus nqi yog tuav siab, txhawb tus nqi. Yog li thaum lub cim xeeb taug kev tuaj yeem cuam tshuam cov nqi TV nce tad, cov tub ntxhais LCD TV vaj huam sib luag tsis budging downwards -nws tseem brewing rau me me nyob rau lub Ib Hlis. Yog tias koj tab tom pom lub LCD TV tshiab, qhov kev ruaj ntseg no yog kub thaum muaj kev kub ntxhov.
Zoo sib xws nrog LCD saib. Cov txiv neej no nyob rau hauv ib qho chaw txawv nruab nrab. Q4 2025 qhov kev thov tau muag tag nrho, tab sis qee qhov niches-zoo li kev ua si lossis chaw ua haujlwm teeb tsa- tau pom cov khoom thauj. Mainstream LCD saib panels tau poob nyiaj rau cov neeg tsim khoom mus ib txhis, yog li lawv tau kos ib kab: tsis muaj kev txiav ntxiv. Hom yog txias nrog tus nqi tiaj tus rau tam sim no, tshwj xeeb tshaj yog txij li TV tiam sis yuav nqa cov saib ib yam nkaus. Cov ntawv ceeb toom los ntawm Kev Tshawb Fawb Nester peg cov khoom lag luam khoom lag luam ntawm ntau dua $ 350 nphom los ntawm 2026, nrog LCD cov lus tseem tseem nyob hauv cov saib vim yog tus nqi -kev ua tau zoo.
Tab sis lub nco surge? Nws tsis yog ntaus cov saib nyuaj vim tias lawv feem ntau muag muag ib leeg, tsis muaj lub PC tag nrho. Txawm li cas los xij, yog tias PC tus nqi nce 15-20%, tib neeg tuaj yeem ncua kev hloov kho tshiab, cuam tshuam ncaj qha rau LCD saib xav tau. Txawm li cas los xij, kev xav tau nruj (ua haujlwm hauv tsev, leej twg?) ua kom nws ruaj khov dua li phau ntawv sau. Nyob rau hauv lub LCD zaub tiam sis, saib zoo li tus me nyuam nruab nrab txhim khu kev qha- tsis flashy zoo li OLED, tab sis tuav lawv tus kheej.
Tom qab ntawd muaj tus neeg raug tsim txom tiag tiag: LCD phau ntawv. Tej kev txom nyem no raug tsoo. Lub Kaum Ob Hlis cov ntaub ntawv qhia tau hais tias IPS LCD phau vaj huam sib luag poob qis me ntsis, txawm tias cov khoom lag luam maj nrawm qis - xa khoom kawg kom yeej 2026 hikes. Vim li cas? Kev tswj hwm tsis paub tseeb-nco tuaj yeem ua rau 2026 xav tau wobbly, yog li cov chaw tsim khoom vaj huam sib luag tau muag cov nqi kom kaw hauv kev sib raug zoo. Kev Tshawb Fawb Kev Lag Luam Kws Tshaj Lij kwv yees TFT-LCD kev ua lag luam (cov ntsiab lus ntawm cov phau ntawv sau feem ntau) loj hlob ntawm 4.9% CAGR rau 2035, tab sis luv-lub sijhawm? Mob.
Hauv phau ntawv sau, lub LCD vaj huam sib luag tau sib xyaw ua ke nrog kev nco- hnyav hnyav, yog li qhov kev nce siab ua kom txhua yam. Suav players zoo li TCL CSOT yog ramping LCD vaj huam sib luag muaj peev xwm, tab sis rau IT, nws yog ib tug buyer lub lag luam tam sim no. Yog tias AI PCs tshem tawm (ntxiv rau tom qab), nws yuav txuag tau hnub, tab sis tam sim no, LCD phau ntawv nqi tau raug hluav taws kub.
Tus Pab Tsis Tau Tus Tug- ntawm-Kev Tsov Rog Ntawm Cov Hom thiab LCD Vaj Huam Sib Luag
Tag nrho cov xwm txheej no kub ntxhov mus rau qhov kev sib tw classic hauv LCD vaj huam sib luag kev lag luam: hom vs. Ntawm ib sab, PC loj heev xws li HP thiab Lenovo tab tom saib cov nqi nco uas tuaj yeem noj 20% ntau ntawm lawv cov paj. Lawv tsis yog yuav noj li ntawd ib leeg, yog li lawv tso siab rau cov neeg muab khoom- nyuaj. Lawv hais tias, "Muab LCD rau peb pheej yig dua," lawv hais, "lossis peb yuav mus yuav lwm qhov." Nrog Tuam Tshoj tswj 70% + ntawm LCD vaj huam sib luag ntau lawm, muaj zog, tab sis kuj muaj kev pheej hmoo: thawb dhau mus, thiab cov chaw tsim khoom yuav txiav tawm, spiking nqi tom qab.
Cov neeg tsim vaj huam sib luag, txawm li cas los xij? Lawv tsis zoo siab. Tom qab xyoo dhau ntawm kev muaj peev xwm dhau thiab kev ua tsov rog ntawm tus nqi, lawv tau txais kev qhuab qhia thaum kawg. Siv BOE lossis TCL-lawv khaws kev siv siab tab sis tsis ua rau dej nyab lub khw. Rau LCD TVs, qhov no ua haujlwm vim qhov xav tau qhov kev xav tau; cov hom yog ua ntej- stocking, yog li tsis tas yuav slash. Tab sis rau LCD saib thiab phau ntawv sau? Factories tab tom khoov me ntsis, muab cov $ 0.1 tee ntawm IPS panels kom muaj kev thaj yeeb nyab xeeb. Nws yog txhua yam hais txog kev sib raug zoo ntev -lub sij hawm sib raug zoo- plam tus neeg siv khoom loj xws li Acer, thiab koj toast.
Los ntawm dab tsi Digitimes tshaj tawm, lub ntiaj teb cov zaub ua lag luam hits $ 131.5 nphom hauv 2026, tab sis cov neeg tsim khoom LCD tau nyob ntawm ntug nrog OLED nce. Lub cim xeeb ua yeeb yam no tsuas yog ntxiv roj: Cov hom xav tau kev pom zoo tam sim no, tab sis yog tias qhov kev thov rov qab los, cov chaw tsim khoom tuaj yeem hloov cov ntawv. Nws tsis muaj kev pab vim tias tsis muaj ib sab tswj kev nco-Samsung thiab SK Hynix ua, thiab lawv tau ua qhov tseem ceeb rau AI chips. Hauv LCD zaub tiam sis, qhov no txhawb nqa Tuam Tshoj tus ntug; lawv tus nqi qauv cia lawv huab cua zoo dua li cov neeg Kaus Lim Kauslim.
Dab tsi ntxiv rau IT LCD Vaj Huam Sib Luag hauv 2026: AI Rescue lossis Ntau Qhov Siab?
Saib ua ntej mus rau 2026, IT panels (uas yog LCD saib thiab phau ntawv sau) nyob ntawm txoj kev sib tshuam. Ntawm qhov pessimistic sab, nco tus nqi yuav nyob siab, rub kev thov. Yog tias kev muag khoom hauv PC poob qis, LCD phau ntawv teev cov vaj huam sib luag tuaj yeem ntsib ntau dua qhov qis dua. Cervicorn Consulting pom cov zaub ua lag luam ob npaug los ntawm 2035, tab sis luv luv -lub sij hawm? Kev tsis paub meej los ntawm kev nco tuaj yeem nres nws.
Tab sis nyob zoo, muaj kev cia siab: AI PCs. Nrog Microsoft thawb Copilot + thiab Qualcomm's Snapdragon chips, peb yuav pom lub voj voog tshiab. Cov no xav tau cov duab LCD zoo dua -xav tias cov nqi hloov tshiab dua, xim zoo dua- rau AI cov haujlwm. Yog tias qhov no tshwm sim, kev thov tuaj yeem nce 10-15%, rau qee qhov kev kwv yees, kev ruaj khov lossis txawm tias nqa LCD saib nqi. Omdia kwv yees tag nrho cov kev siv fais fab nce 2% hauv 2026, ib nrab los ntawm IT rov qab.
Rau cov vaj huam sib luag LCD tag nrho, cov kev hloov pauv tau zoo: AR / VR kev koom ua ke, lub zog- qauv tsim tau zoo, thiab bezel-tsawg thev naus laus zis yog kub. Tab sis lub cim xeeb yog daim ntawv qub- yog tias nws yooj yim los ntawm nruab nrab-2026, IT rebounds; yog tsis yog, mob ntxiv. Hauv kev lag luam LCD vaj huam sib luag, Tuam Tshoj txoj kev thawb (xws li TCL qhov kev yuav khoom) tuaj yeem khaws cov nqi sib tw, muaj txiaj ntsig zoo rau cov neeg siv khoom.
Wrapping Up: Koj Puas Yuav Yuav Lub PC Tshiab lossis Tos Nws Tawm?
Yog li, cov kab hauv qab rau koj, qhov nruab nrab joe: Yog tias koj nyob tom qab LCD TV, snag ib qho tam sim no - tus nqi tau ruaj khov, thiab qhov nce me me tuaj yeem tsoo thaum Lub Ib Hlis. Rau LCD saib, lawv nyob nraum tiaj, yog li yog tias koj xav tau ib qho rau kev ua haujlwm, mus rau nws; tsis muaj nyiaj txuag loj tos. Tab sis LCD phau ntawv? Tuav tawm yog tias koj ua tau. Nrog 15-20% kev taug kev looming, tos Q2 2026 deals lossis AI qauv uas tej zaum yuav muab cov nqi zoo dua.
Lub ntiaj teb LCD zaub yog qhov ua haujlwm tau zoo-nws tseem tsis tau tuag rau OLED, thiab cov qauv no qhia tias nws hloov pauv. Khaws qhov muag ntawm cov lus ceeb toom; yam hloov sai. Koj xav li cas -yuav tam sim no lossis tos? Tso ib saib!
Minghua LCD Zaub: Koj Qhov Kev Xaiv Ntse rau 2026 Hloov Kho
Yog hais tias tag nrho cov no tham txog LCD vaj huam sib luag tiam sis muaj koj xav txog kev kho dua tshiab, cia kuv tso koj mus rau Minghua - lub hnub qub nce nyob rau hauv pheej yig, siab - zoo LCD zaub. Minghua tshwj xeeb hauv LCD saib thiab LCD phau ntawv teev cov vaj huam sib luag uas punch txoj kev siab tshaj lawv qhov hnyav, nrog cov yam ntxwv zoo li 144Hz refresh tus nqi, IPS thev naus laus zis rau cov xim tua neeg, thiab lub zog- qauv tsim kom haum rau 2026 LCD zaub tiam sis. Nqe 20-30% qis dua cov npe loj xws li Dell lossis HP, tab sis nrog cov qauv zoo sib xws, lawv zoo tag nrho yog tias koj tab tom dodging cov nqi nce siab.
