Thaum lub xeev tsis muaj sia, Kauslim Teb chaws txhu LCD Arena {}}}} ntawm txoj kev tsim. Seoul teb? Samsung Display (SDC) Ditched LCDs nkaus, pivoted nyuaj rau OLED, thiab caij lub smartphone tawg rau tus kheej- grone. Tam sim no tus sau flips: Beijing yog replaying nws lcd playbook on OLED, tso tseg} cov hmoov dej nyab ua lag luam thiab yos korea's ntug. Ob txoj kev hnyav hnyav - sdc thiab boe {} {} {} {12} {stakes slugfest.
Hwm Techneve Vs. Nqe Blitz
SDC leans ntawm los ntshav {{0} {} {} {} {} {} {} {} {}}}}}}}}}}}} Tau nyiaj xyoo). Boe lub txee: Tshiab OLED kab nce ntxiv rau tsoomfwv Dime, muaj peev xwm nipping ntawm SDC's heels, thiab tus nqi uas tsis muaj nuj nqis hauv txhua qhov kev twv. Lub Giant cov poianthed twb poawei, Honour, thiab Xiaomi rau cov ntxaij vab tshaus hloov mus rau cov qauv iPhones thiab cov qauv nkag rau cov kua.
IP Artillery Thiab Patent Chess
SDC's Tech lead yog ntsws, lag luam los ntshav. Lawv riposte? Patherize patents. Lawv tau cab Boe rau cov phooj ywg sib raug zoo ntawm Texas lub tsev hais plaub, xav tau cov bans ntshiv uas tau liam ua txhaum. Boe raug rho tawm rov qab nrog cov countersuarits, tab sis ntsib tus ncej- haiv neeg thoob ntiaj teb earger "}} kev pheej hmoo" los ntawm Tuam Tshoj. Nyob rau hauv ib tug zoo nkauj ntswj, SDC ntxias Koov-}}}}} Lub kaum nti Tech Boe tau dhau los ua haujlwm ntawm kev nqa. Xyoo tas los SDC Scooped 107 ntau LCD patents los ntawm Taiwan's Auo. Kauslim Teb Daim Pat Patent pas dej ntxaum thiab laus dua; Tuam Tshoj tus cerersuits saib nyias nyias ntawm cov khoom.
SOLE cov kws kho mob thiab xav {- pa {{1} {{2} tsov rog
Tsoomfwv Meskas Sab Nraum Pamir Kev Pab Tswv Yim Rang Tswb Tswb: HKC, Tianc, yuav tsum tau lub ntsej muag thoob ntiaj teb, yuav tsum tau lub ntsej muag luag ntxhi, peev xwm, thiab kho kev txhawb zog. Boe ntiav NAer Economic kev sab laj kom thawb rov qab, tha xim rosy cov duab sib tw, cov pov thawj poob, thiab xoom} saw chokeholars. Nera downplayed pab nyiaj pab (txhua tus neeg ua nws) thiab national - kev pheej hmoo ruaj ntseg (cov tub rog qhia yog qhov yuam kev).
Tus rebuttal? Ua ib tug neeg siab hlob:
Nyiv yog cov ntaub qhwv ntsej muag; Taiwan's Auo thiab Innolux yog pivoting 30% + ntawm cov nyiaj tau los deb ntawm cov lus.
Tsis muaj lub ntsiab lus LCD muaj txiaj ntsig tshwm sim hauv Asmeskas, Is Nrias teb, lossis Nyab Laj.
Tuam Tshoj tswj tau 75% (thiab nce ntxiv) ntawm $ 80 billion LCD kev ua lag luam; Txhua tus gen 10.5 mega- fab yog suav.
Qhov loj peb cov kws ua noj Suav qhib kev ua haujlwm rau kev siv cov nqi sib xyaw.
Kauslim Am OLED Qhia tawm tau dipped qis dua 50% -} txawm tias qis dua hauv cov khoom me me / nruab nrab.
Tuam Tshoj tab tom qhib korea 3: 1 ntawm cov txiv oled tshiab tshiab.
Nrog Samsung thiab LG tawm ntawm LCD, Pentagon lub Panels txuas ntxiv yuav hais tias "ua nyob rau hauv Suav teb" tshwj tsis yog muaj ib yam dab tsi hloov.
Kev Ua Siab Zoo Siab Siab Loj
A US defense bill cites China's "unfair subsidies" to justify banning its displays-while the same Congress just re-upped the $50+ billion CHIPS Act giveaway to American chipmakers. Lauj kaub, ntsib kettle.
Hauv qab kab
Qhov no tsis yog kev sib ntaus ncaj ncees; Nws yog kev ua tsov ua rog asynchronous. Kauslim teb tiv thaiv ib tus nqi tshaj plaws fortress nrog IP catapuls. Tuam Tshoj cua daj cua dub lub rooj vag nrog cov ntim nyiaj tau los thiab cov nqi ntawm grenades. Kev sib sau thiab chaw sobbyist dawb ntaub ntawv hlawv nyiaj ntsuab uas tuaj yeem npaj ua tau zoo, ua tau zoo, lossis kev tsim kho tshiab. Txog thaum thov peb lossis cov neeg tua neeg tshiab tawm, tus yeej tiag tiag yog cov neeg siv khoom pheej yig ntawm nws tus nqi kev cai thiab cov khoom lag luam geopolitical.
