Kev siv tus nqi ntawm LCD vaj huam sib luag cov kab ntau lawm hauv Suav teb loj poob mus rau 75.6% nyob rau lub Rau Hli, poob ze li 20 feem pua ​​​​ntawm cov ntsiab lus xyoo-rau-xyoo.

Raws li CINNO Kev Tshawb Fawb lub hli txhua hli lub Hoobkas ua haujlwm cov ntaub ntawv tshawb fawb, nyob rau lub Rau Hli 2022, qhov nruab nrab siv tus nqi ntawm domesticLCD vaj huam sib luag cov chaw tsim khoom yog 75.6%, nqis 9.3 feem pua ​​​​ntawm lub Tsib Hlis thiab ze li ntawm 20 feem pua ​​​​ntawm cov ntsiab lus los ntawm Lub Rau Hli 2021. Ntawm lawv, qhov nruab nrab siv cov kab qis qis (G4.5 ~ G6) yog 74.5%, nqis 1.9 feem pua ​​ntawm lub Tsib Hlis; qhov nruab nrab siv tus nqi ntawm high-tiam kab (G8 ~ G11) yog 75.7%, nqis los ntawm lub Tsib Hlis 10.2 feem pua ​​​​cov ntsiab lus, ntawm qhov nruab nrab siv tus nqi ntawm G10.5/11 high-generation kab yog 81.7%.

Vim qhov kev lag luam thoob ntiaj teb txias thiab kev noj tsis zoo, ntau yam khoom siv hluav taws xob cov khoom siv hluav taws xob tau nce lawv cov kev siv dag zog txij li lub quarter thib ob, tau hloov kho lawv cov hom phiaj xa khoom xyoo 2022 thiab cov phiaj xwm phiaj xwm vaj huam sib luag, thiab txawm tias tsis rub cov khoom los zom cov khoom lag luam. Kev khiav hauj lwm siab ntawm ntau lub vaj huam sib luag factories tau nce sharply. Txij li thaum Lub Rau Hli, tag nrho cov vaj huam sib luag cov chaw tsim khoom thoob ntiaj teb tau ua ntau qhov kev txo qis hauv kev tsim khoom. Nyob rau hauv cov nqe lus ntawm ntau lawm cheeb tsam, domesticTFT-LCD vaj huam sib luagl, cov kab ntau lawm tau muab tso rau hauv kev tsim khoom nyob rau lub Rau Hli, qhov poob ntawm 14% piv rau lub Tsib Hlis.Qhov nruab nrab ntawm kev siv cov khoom siv hauv tsev AMOLED vaj huam sib luag nyob rau lub Rau Hli yog 37.1%, nqis 4.3 feem pua ​​ntawm lub Tsib Hlis. Qhov nruab nrab siv tus nqi ntawm G6 AMOLED cov kab ntau lawm tsuas yog 33.1%. Kev cuam tshuam los ntawm kev txo qis ntawm kev txiav txim rau lub xov tooj ntawm tes, kev siv tus nqi ntawm AMOLED cov kab ntau lawm tau poob qis peb xyoos.

1.BOE BOE: Qhov nruab nrab siv tus nqi ntawmTFT-LCD cov kab ntau lawm poob rau 74% hauv Lub Rau Hli, qhov txo qis ntawm 10 feem pua ​​​​ntawm cov ntsiab lus piv rau lub Tsib Hlis; nyob rau hauv cov nqe lus ntawm ntau lawm cheeb tsam, ib tug txo ntawm 14% piv rau lub Tsib Hlis. Ntawm lawv, G8.5 / 8.6 cov kab ntau lawm muaj qhov txo qis tshaj plaws hauv kev tsim cov phaj loj. Lub rau hli ntuj siv tus nqi ntawm BOE AMOLED cov kab ntau lawm tseem nyob rau hauv lub xeev sluggish.

2.TCL Huaxing: Kev siv tag nrho ntawmTFT-LCD Cov kab ntau lawm nyob rau lub Rau Hli yog kwv yees li 84%, uas yog 9 feem pua ​​​​cov ntsiab lus qis dua li lub Tsib Hlis.Qhov kev siv tag nrho ntawm Huaxing tau siab dua qhov nruab nrab hauv ntiaj teb thiab hauv tsev. Nyob rau lub Rau Hli, Huaxing's t1, t2, thiab t3 cov kab ntau lawm tseem khaws cov kev siv siab, thiab kev txo cov khoom tseem ceeb tau tsom mus rau ob txoj kab ntau lawm G10.5 thiab Suzhou G8.5 cov kab ntau lawm. Kev siv tus nqi ntawm Huaxing AMOLED t4 cov kab ntau lawm ntaus tus tshiab qis rau lub Rau Hli.

3.Qhov nruab nrab siv tus nqi ntawm HuikeTFT-LCD Cov kab ntau lawm nyob rau lub Rau Hli yog 63%, uas tau qis dua li lub Tsib Hlis los ntawm 20 feem pua ​​​​cov ntsiab lus. Huike's Mianyang Plant thiab Changsha Plant tau hloov kho loj tshaj plaws ntawm cov khoom siv ntau lawm, thiab kev siv tus nqi tsawg dua 50%.