Memory Supply Crunch tsa kev txhawj xeeb: Muaj peev xwm poob qis rau 2026 Display Panel Market
Raws li lub Kaum Ob Hlis 2025, raws li Digitimes tsab ntawv ceeb toom hnub tim 16 Lub Kaum Ob Hlis, cov nqi hluav taws xob hauv ntiaj teb tau nce siab heev nrog rau cov khoom siv nruj, ua rau muaj kev sib tw tshiab rau cov khoom siv hluav taws xob. Qhov kev loj hlob no tuaj yeem cuam tshuam rau cov vaj huam sib luag xav tau hauv 2026. Cov khoom me me - thiab nruab nrab- qhov loj me ntawm vaj huam sib luag tsim HannStar Display, hais txog thib peb- kev tshawb fawb kev lag luam, cov haujlwm uas tag nrho cov vaj huam sib luag ua lag luam hauv 2026 yuav nyob ruaj khov, nrog kev loj hlob ntawm hovering nyob ib ncig ntawm 2-3% thiab txwv tsis pub muaj kev hloov pauv.
Txawm li cas los xij, qhov tsis ntev los no tau nce siab nyob rau hauv cov nqi nco thiab kev txwv tsis pub muaj twb tau nthuav tawm cov peev txheej hauv cov khoom siv hluav taws xob dav dav. Qhov no tshwj xeeb tshaj yog cuam tshuam rau cov ntawv thov vaj huam sib luag tseem ceeb xws li phau ntawv sau thiab smartphones, qhov chaw nco tsis txaus tuaj yeem ncua tag nrho - khoom xa tuaj thiab nthuav cov peev nyiaj yuav khoom lag luam.
Lub hauv paus ua rau kab rov qab mus rau qhov tsis sib xws hauv kev lag luam semiconductor. Txij li thaum nruab nrab -2025, kev thov tawg rau siab -bandwidth nco (HBM) thiab DRAM los ntawm AI servers thiab cov neeg siv khoom zoo tshaj plaws tau ua rau cov neeg xa khoom loj los ua qhov tseem ceeb rau cov khoom lag luam siab. Yog li ntawd, cov khoom siv ntawm cov txheej txheem nco rau PCs thiab mobiles tau nruj heev.
Cov neeg tsim vaj huam sib luag tab tom ntsib kev sib xyaw ua ke: cov khoom lag luam davhlau ya nyob twg tau rov qab txiav txim siab los tswj cov nqi nce, thaum kev tsim khoom qeeb hauv cov khoom siv kawg ncaj qha txo cov vaj huam sib luag rub -in. Cov kws tshuaj ntsuam ceeb toom tias yog tias lub cim xeeb fwj tseem nyob rau hauv thawj ib nrab ntawm 2026 yam tsis tau txais kev cawmdim, cov neeg muab khoom vaj huam sib luag yuav xav tau ntxiv txo cov nqi siv los khaws cov khoom noj -xav kom sib npaug.
Ib qho chaw ci ntsa iab tshwm nyob rau hauv cov khoom siv tsheb loj. Cov ntawv ceeb toom qhia tias qis -kub polysilicon (LTPS) LCD thev naus laus zis tau npaj rau kev loj hlob tawg, nrog rau kev ua lag luam sib koom hauv cov vaj huam sib luag tsheb yuav tsum dhia los ntawm tam sim no 5% mus rau ntau dua 50%. LTPS ua tau zoo nyob rau hauv siab - qhov kub thiab txias, lub sij hawm teb ceev ceev, thiab kev siv hluav taws xob tsawg- tus cwj pwm muaj nuj nqis ntau ntxiv hauv cov tsheb hluav taws xob thiab cov chav ua haujlwm ntse.
Cov thawj coj Suav vaj huam sib luag loj xws li BOE thiab TCL CSOT tau nruj heev nthuav cov kab LTPS kom nqis peev rau qhov sib txawv no. Cov kws tshaj lij hauv kev lag luam ntseeg tias thaum luv luv - lub sijhawm cov neeg siv khoom siv hluav taws xob xav tau ntsib lub ntsej muag, kev sib txawv rau hauv tsheb thiab kev lag luam kev lag luam tuaj yeem muab qhov tsis sib xws.
Qhov xwm txheej no qhia txog qhov sib cuam tshuam ntawm cov khoom siv hluav taws xob ecosystem. Kev txwv kev nco tsis yog tsuas yog ntsuas cov saw hlau resilience tab sis kuj tseem ua kom lub zog hloov mus rau qib siab - cov nqi vaj huam sib luag ntu. HannStar thiab cov phooj ywg tau rov kho cov tswv yim, txhim kho kev nqis peev hauv kev lag luam tsheb los txo cov kev pheej hmoo los ntawm cov neeg siv khoom lag luam tsis hloov pauv.
Zuag qhia tag nrho, lub cim xeeb tsis txaus ua ib qho kev ceeb toom rau kev lag luam zaub los saib xyuas cov dej ntws tawm kom zoo, vim nws ua rau ob qho kev sib tw thiab cov cib fim rau kev hloov pauv thev naus laus zis thiab kev lag luam rov ua lag luam.
Minghua Display Co., Ltdtshwj xeeb hauv kev cai LCD / TFT cov ntxaij vab tshaus thiab cov kev daws teeb meem.
Peb txawj muab TN/HTN/STN/TFT LCD modules, kov cov ntxaij vab tshaus, thiab industrial-qib zaub cov khoom, txhawb tag nrho- loj customization, siab brightness, tiv thaiv-xav, thiab dav - kub tsim.
Nrog kev ruaj khov zoo thiab cov lus teb ceev ceev, peb cov kev daws teeb meem zoo tshaj plaws rau kev tswj hwm kev lag luam, cov cuab yeej kho mob, lub tsev ntse, thiab cov cuab yeej siv tsheb.
Xaiv Minghua Display rau ib qho - nres OEM / ODM cov kev pabcuam- ua haujlwm tau zoo, txhim khu kev qha, thiab tsim los ua kom koj cov khoom lag luam zoo!
