Iki kibazo kiragoye kuruta uko abantu babitekereza. "Kinini" bisobanura iki? Amafaranga yinjiza yose? Ibyapa byinjira byinjira byumwihariko? Ibice byoherejwe? Umugabane ku isoko? Ibisubizo bitandukanye rwose bivuka ukurikije ibipimo byatoranijwe.
Samsung
Samsung ni iya mbere muri rusange. Bakora ibintu byose - paneli, chip, kwibuka, kwerekana, LED modules. Samsung Display itanga AMOLED igice cyinganda, hanyuma Samsung Electronics irushanwa nabakiriya bamwe nibicuruzwa byarangiye.
Wall Pro MicroLED yatangijwe mu 2024 yarashimishije. Bakomeje gusunika ubu buryo bwo kwiyandikisha - ibyuma byongeyeho CMS wongeyeho analytike ihujwe hamwe. Kwimuka kwubwenge kwinjiza kenshi.
Dore ikintu ariko. Vugana numuntu wese ukora umushinga wamashusho ya LED kuri bije hanyuma bakubwire ibiciro bya Samsung ubwabyo mumahirwe 60%. Ahari byinshi. Abashinwa bazatanga 30% munsi kubintu bimwe. Samsung igiye nyuma yicyiciro cya premium ikareka abandi bose bakarwana kubandi.
Umugabane wabo wa EMEA na Amerika ya ruguru muri LCD yerekana ibicuruzwa byiganje. IHS Markit data yerekana ibi buri gihe.
Amakuru amwe (Hamwe na Caveats)
Raporo yinganda ziva muri Futuresource na AVIXA zashyize isoko ryibimenyetso bya digitale kwisi kuriMiliyari 31-35kuri 2026. Urwo rugari ni rugari ariko niko bigenda iyo ugerageza gusobanura icyitwa "ikimenyetso cya digitale."
Kugereranya neza aho abakinnyi bakomeye bicaye:
Samsung Electronics- hafi miliyari 5-6 z'amadolari yinjiza ibyapa byinjira, umugabane w isoko 18-20% kwisi yose. Mukomere muri LCD, LED, MicroLED, OLED.
LG Electronics- miliyari 3-4 $, hafi 11%. OLED niyo yibandaho.
Unilumin- hafi miliyari 1.1 z'amadolari (miliyari 7.4 z'amafaranga y'u Rwanda), nimero ya mbere muri LED hamwe na 10% by'icyo gice.
Leyard- hafi miliyari imwe y'amadolari, hafi 15% by'igice cya LED. Bafite Planar muri Amerika ya ruguru ni ngombwa.
Sony- amayeri kuko bahuza ibyerekanwa byumwuga nibikoresho byo gutangaza mumafaranga yabo. Imibare ya $ 1.5 - miliyari 2 zirahari ariko zirimo ibicuruzwa bidasinya.
LED Yerekana Urukuta
Aha niho ibintu bihinduka vuba.
Unilumin yatsinze Leyard yinjiza muri 2023. Raporo yabo yumwaka irabigaragaza, imibare ya Omdia irabyemeza. Leyard yari umuyobozi utavuguruzwa vuba aha.
Kuki Unilumin yafashe? Uruganda rwabo rwa Shenzhen rwikora cyane. Bongereye ubushobozi ubundi 30% muri 2024.Imipaka yabo yo hanze iragaragara cyane imbere murugo. Ikinyuranyo cyerekana ko batagishoboye guhatanira igiciro ku rwego mpuzamahanga. Ibirango bimwe byerekana.
Icyo gitaramo cya Adele i Munich muri 2024? Ubunini bwa metero kare 4000 LED ya ecran yabonye Guinness? Unilumin yakoze. Kwamamaza neza.
Leyard imaze imyaka irenga makumyabiri ikora LED, ikora neza - ikibanza LED, ifite umubano wimbitse mubyumba bigenzura no mubigo bishinzwe. Kugura kwa Planar muri 2015 byari bifite ubwenge - byabahaye ikirango cyo muri Amerika ya ruguru aho kugerageza gusunika izina rya Leyard mu buryo butaziguye.
Urudodo rusanzwe hamwe namasosiyete yombi ni kugenzura amasoko. LED chip, umushoferi IC, gukora - ahanini murugo -. Ibiciro biri munsi yabanyakoreya cyangwa abayapani bahanganye.
Ariko ingaruka nukuri. Abakiriya bamwe bavuga mu buryo bweruye "nta kirango cy'Ubushinwa" nubwo ibicuruzwa ari byiza kandi igiciro kiri hasi. Ibyo bintu bya geopolitike ntabwo bigenda.
Ingamba za LG
LG ni nimero ya kabiri.
Kujya mumutwe - kugeza - umutwe hamwe na Samsung kuri byose ntibyaba ari ubwenge. Ntabwo bafite uburyo bumwe bwo guhuza cyangwa igipimo kimwe. Bahisemo rero kuri OLED aho.
Irakora. LG Display niyo yonyine itanga ibintu binini - imiterere ya OLED paneli kwisi yose. Ibyo ntabwo bihinduka vuba - kubaka ubushobozi bwa OLED bisaba imyaka nishoramari rinini. Transparent OLED yahindutse isanzwe - iherezo ryamadirishya yerekana. Ububiko bwa Apple, Louis Vuitton, ubwo bwoko bwaho.
Baguze Navori Labs mu ntangiriro za 2024 - The Verge yatangaje ko hafi miliyoni 200 z'amadolari-none bafite inkuru ya software yo kuvuga hamwe nibikoresho. Business Cloud CMS yatangije uwo mwaka.
Ikibi ni ubushobozi bwa OLED burabujijwe. LG Display ifite imirongo minini - imiterere kandi kwaguka biratinda kandi bihenze. Kandi baretse guhatanira kurukuta rwa videwo LED.
Umubare wa kabiri wumukinnyi kumasoko ayo ari yo yose agomba gushaka icyicaro gitandukanye aho bashobora kuba aba mbere, cyangwa bakarya buhoro buhoro umuyobozi. LG yahisemo gutandukana. Kugeza ubu birakora.
Urutonde
Ukoresheje ibyapa byose byinjira byinjira:Samsung, LG, Sony, Unilumin, Leyard
Na LED yerekana amashusho yinjiza:Unilumin, Leyard, Samsung
Na LCD yerekana ibicuruzwa byoherejwe:Samsung, LG, NEC / Sharp
Sony Crystal LED ifite ubwiza bwibishusho bidasanzwe. Ariko igiciro cyo gutunganya amafilime hamwe na - kurangiza. Ntabwo bagerageza guhatanira amajwi.
Niki kigiye kunyeganyeza ibintu hejuru
Geopolitike nicyo kintu kinini. Inganda z'Abashinwa ziganje mu Bushinwa burundu. Bashobora gufungwa burundu muri leta zunzubumwe za Amerika no kurinda imishinga. Uburayi burimo kuba intambara. Ishyirwa mu bikorwa rya CHIPS mu 2024 hamwe n’iperereza ry’ibiciro by’ubumwe bw’ibihugu by’Uburayi byerekana ko ikoranabuhanga ryangirika.
Kugabanya ibiciro bya MicroLED nikimenyetso cyibibazo byikoranabuhanga. Niba ibiciro bigabanutse cyane bivugurura byose.
Ninde Ukomeye?
Biterwa nibisobanuro.
Amafaranga yose yinjiza:Samsung. Nubwo ibimenyetso bya digitale ari ikosa ryo kuzenguruka kuri Samsung nkisosiyete.
Ibyapa byinjira byinjira muburyo bwihariye:Biracyari Samsung, LG ya kabiri. Icyuho gishobora kuba kigufi.
Urukuta rwa videwo LED:Unilumin nimero ya mbere, Leyard ya kabiri.
LCD ubucuruzi:Samsung.
Samsung ifite umwanya ukomeye muri rusange ku isi mu 2026, ariko mu rukuta rwa videwo rwa LED byumwihariko - aricyo gice cyo gukura - Abashinwa bayobora.
