Key muab: Raws li Kauslim xov xwm tshaj tawm rau lub Kaum Ob Hlis 10, cov neeg tsim khoom loj xws li Samsung Display (SDC), BOE (京东方), Visionox (维信诺), thiab TCL CSOT yuav pib nce qib ntawm kev tsim khoom.8.6-tiam OLED kablos ntawm xyoo tom ntej (2026). Cov kab no yog pom tiag tiaggame- hloov pauvrau lub lag luam OLED.
Tawm tsam no backdrop, kev ua lag luam rauOLED evaporation tshuab- cov cuab yeej tseem ceeb tshaj plaws rau cov khoom loj - nplai ntau lawm - yuav tsum ua kom muaj kev xav tau siab tshaj plaws hauv 2026.
Tam sim no, NyivCanon Tokkitseem tseem tuav lub OLED evaporation tshuab ua lag luam ua tsaug rau nws cov khoom tshwj xeeb nrog Samsung Display. Txawm li cas los xij, Kaus Lim KauslimSunic Systemyog tsis tu ncua nce hauv av los ntawm kev nthuav cov khoom siv rau BOE, tsim kom muaj kev sib tw tiag tiag rau thawj zaug.
Kev teeb tsa thiab kev ua haujlwm ntawm cov cuab yeej siv los ntawm ob lub tuam txhab no yuav cuam tshuam rau kev txiav txim siab yuav khoom los ntawm Visionox, CSOT, thiab txawm tias LG Display (LGD) rau lawv 8.6-gen OLED kab.
Samsung Display ua tiav cov khoom xaj loj, nkag mus rau tag nrho kev teeb tsa thiab kev tsim khoom loj hauv 2026
Cov peev txheej hauv kev lag luam hais tias Samsung Display twb tau txiav txim rau cov khoom siv OLED tseem ceeb, suav nrog los ntawm Canon Tokki. Los ntawm lub xyoo tom ntej, lawv yuav nkag mus rau hauv cov cuab yeej installation, debugging, thiab loj ntau lawm stability pov thawj theem.
Samsung Display tau lees paub kev yuav khoom ntawm Canon Tokki evaporation tshuab, txhua tus nqi ntawm ib ncig1 trillion KRW(kwv yees li 5-6 billion RMB).
Kev lag luam dav ntseeg tias qhov no yog vim Samsung Display cov neeg siv khoom loj tshaj plaws,Kua, nyiam nyiam cov khoom siv Canon Tokki ruaj khov tshaj plaws hauv 6th -gen OLED ntau lawm - yog li lawv tseem xaiv Tokki ua tus xa khoom loj.
Sunic System txhawb kev koom tes nrog BOE, maj mam nthuav dav kev lag luam
Hauv Kaus Lim Kauslim, Sunic System - tso nws tus kheej ua tus neeg sib tw ncaj qha rau Canon Tokki - tau nrawm nws txoj kev koom tes nrog BOE. Tom qab xyoo tas los cov khoom ntawm 8.6-gen OLED evaporation tshuab rau BOE, Sunic tsis ntev los no tau txais kev txiav txim ntxiv.
Txawm li cas los xij, cov no tseem nyob ntawm LOI (Letter of Intent) theem thiab tseem tsis tau hloov mus ua PO (Purchase Orders). Cov nyiaj tau los yog li ntawd yuav tsum tau lees paub rau xyoo tom ntej thaum cov cuab yeej raug teeb tsa thiab lees txais.
Cov txheej txheem evaporation yog qhov tseem ceeb ntawm OLED; Tokki tau ntev tuav txoj kev coj ua
Cov txheej txheem OLED evaporation heats cov ntaub ntawv organic thiab tso rau hauv lub substrate los tsim lub teeb -emitting txheej - nws yog cov kauj ruam tseem ceeb. Cias muab, lub tshuab evaporation yog lub luag haujlwm rau "tsim OLED pixels," ua rau nws cov khoom siv tseem ceeb.
Tau ntev, OLED evaporation tshuab lag luam tau yuav luag monopolized los ntawm Canon Tokki. Yuav luag tag nrho cov mainstream 6th -gen OLED kab thoob ntiaj teb siv Tokki cov cuab yeej. Txawm hais tias qee cov tuam txhab Kaus Lim Kauslim tau muab cov khoom ntawm 6th-gen tshuab, Tokki tseem ua tau zoo thiab ua haujlwm zoo.
Tam sim no, nrog Sunic System aggressively nkag mus rau 8th -gen lag luam, cov lus nug loj uas kev lag luam tab tom saib yog:Tokki tuaj yeem tswj hwm nws lub ntiaj teb
kev coj noj coj ua hauv 8.6-gen era?
Sunic System tau tsim kev sib raug zoo nrog BOE txij li xyoo tas los thiab tau txais kev txiav txim ntxiv rau xyoo no, ua lub luag haujlwm txhawb nqa tseem ceeb hauv kev nce ntawm Tuam Tshoj txoj kev lag luam OLED.
Yog tias BOE ua tiav pawg- ua rau qhov nyuaj heevob - pawg tandemOLED vaj huam sib luag rau xyoo tom ntej, Sunic System txoj haujlwm yuav tsum tau nce ntxiv.
Visionox, CSOT, thiab LGD kuj koom nrog fray - cov khoom xaj yuav txiav txim siab tus yeej
Cov kws tshuaj ntsuam xyuas kev lag luam ntseeg tias tsis yog BOE nkaus xwb, tab sis kev nqis peev los ntawm lwm tus neeg tsim vaj huam sib luag tuaj yeem tsim kev sib tw sib tw ntawm Tokki thiab Sunic. Visionox thiab CSOT yog tam sim no thawb 8.6-gen kev nqis peev, thiab LGD kuj tseem yuav koom nrog tom qab.
Txawm lub tuam txhab twg cov tuam txhab no thaum kawg muab lawv cov evaporation tshuab xaj rau - Tokki lossis Sunic System - yuav yog qhov tseem ceeb ntawm kev txiav txim siab txog kev lag luam yav tom ntej.
Hauv IT OLED kev ua lag luam, SDC tuav ntau dua 60% feem
Raws li kev lag luam tshawb fawb tuam txhab UBI Kev Tshawb Fawb, kev xa khoom thoob ntiaj teb ntawm IT- siv OLED (laptops, ntsiav tshuaj, thiab lwm yam) yuav nce los ntawm 24 lab units xyoo no mus rau 53 lab units los ntawm 2029.
Los ntawm lub tuam txhab, Samsung Display yuav tsum tswj hwmtshaj 60% kev ua lag luam. BOE, Visionox, CSOT, LGD, thiab lwm yam yuav ua raws li ze, ua rau muaj kev sib tw hnyav.
BOE tau ua ntej los ntawm kev kaw hauv 8.6-gen cov neeg siv khoom thaum ntxov thiab nyiag xaj xaj
BOE's 8.6-gen IT OLED kab yuav tsum tuav lub teeb pom kev zoo rau lub Kaum Ob Hlis 31 thiab nkag mus rau ntau lawm. Cov kab no tuaj yeem tsim tsis tau tsuas yog phau ntawv sau thiab ntsiav tshuaj OLED panels tab sis kuj yog cov smartphones.
Tsis ntev los no, BOE tau tshaj tawm ntxiv cov phau ntawv loj thoob ntiaj tebASUSthiabAcerraws li cov neeg siv khoom rau nws 8.6-gen IT OLED panels. Yav dhau los, BOE twb tau kos npe rau daim ntawv cog lus koom tes nrog ASUS thiab OPPO.
Txog tam sim no, Samsung Display tsis pom cov neeg siv khoom rau 8.6-gen dhau Apple OLED MacBook. Txawm li cas los xij, cov lus xaiv hais tias SDC tab tom tham zais nrog cov neeg muag khoom thoob ntiaj teb hu ua "DHL" -Dell, HP, thiabLenovo.
