LCD ka jɛnkulu ye Duopoly. ka Era ka Era don a la ka ɲɛ.

Sep 30, 2020 ci

Ka ɲɛsin CLP Panda ka baarakɛyɔrɔ fila ma, a labanna k’a fɔ sɛtanburukalo tile 23 ko BOE, min ye LCD panneaba ye min ka bon ni bɛɛ ye, o kɛra sanbaga laban ye, a ka wari hakɛ bɛɛ ye 12.1 miliyari ye.


Sɛtanburukalo tile 23 wulafɛ, BOE ye laseli dɔ bɔ min b’a yira ko a b’a fɛ ka wari min bɔ 5{{3}591 miliyari na ka se ka 80.831% sɔrɔ Nanjing CEC Panda ka fɛnw la, Ltd., Ltd{8}}. Kɔmpaɲi”), ani a b’a fɛ ka wari min sara Chengdu CEC Panda yirali fɛɛrɛ Co., Ltd. ( "Songdu G8.6 Company") RMB miliyari 6,526 kama.


Ka kɔn o ɲɛ, o baarakɛyɔrɔ, i n’a fɔ Ding Technology, y’a sɛgɛsɛgɛ ko Kore jamana ka baarakɛyɔrɔw ka baarakɛyɔrɔw la, u be bɔ LCD la dɔɔni dɔɔni, BOE wala TL Huaxing dɔrɔn lo be se ka CLP Panda dilan cogo sɔrɔ. O la, mun na a ye sanbaga ɲuman ye BOE nɔɔ na?


O la, a ka kan ka kɛ ko hali ni LCD fila minw be CEC Panda 8.5 ani 8.6 ka LCD dilan yɔrɔ fila sɔrɔli la, o ye nafaba ye BOE. Misaliya la, CEC Panda ka IGZO ni VA fɛɛrɛ be se ka BOE ka IPS fɛɛrɛ dafa, o min be BOE nafa sɔrɔ. BOE b’a ka sannikɛlaw hakɛ bonya ani ka sannikɛlaw mako wasa, ani o wagati kelen na, a be ni labɛn ɲuman ye min be kɛ joona joona OLED panneauw la, nka a bele be yɛlɛma yɛlɛma wagati la, ani BOE ka baarakɛcogo n’a ka yɔrɔw bɛɛ be se ka kɛ fɔlɔ ye baara la A ka koow cogoya la, o sababu ye CLP Panda 8.5 ani 8.6 ye . ka dɛsɛ.


Ka fara o kan, saan 2019 laban na, BOE ka ɲɛmɔgɔya fana y’a fɔ jama ye ko BOE bena wari don LCD la ani ka sinsin OLED ani Mini LED ani Micro LED yɔrɔw kan. O fana b’a to Nail Technology b’a miiri ko BOE tɛna a ta nɔgɔya la{{2}S. a be komi a be ni ŋaniya barikaman ye ka fɛn min kofɔra sanfɛ, o san, a basiginin lo IT sugu, NB sugu walima telewisɔn sugu kan, walima ka jateminɛ kɛ ka OLED panda belebelebaw yiriwali n’u ka izinibaara teliya, a be komi TCL Huaxing be ni ŋaniya ye ka CLP Penda. sɔrɔ.


Ka fara o kan, ni BOE ɲɛmɔgɔw ye kunnafoni minw bɔ walisa ka to ka wari don LCD dilanyɔrɔw la, TCL Huaxing ɲɛmɔgɔw y’a fɔ siɲɛ caaman ko u bena wari don ɲɔgɔn na ani k’u sɔrɔ walisa ka yiriwaliba sɔrɔ, o min b’a to fana Nail Technology be ni jigiya ye ko o laban bena CLP Panda dilan cogo ta? N’a sɔrɔ kuun caaman be yen:


A fɔlɔ, kabini ɲinan daminɛ na, TCL Huaxing ye to ka ɲɔgɔn fara ɲɔgɔn kan ani k’a sɔrɔ ani ka wari don, ani a be to ka wari miliyari tan caaman sara, a be siranna ko a tɛna se ka baara kɛ ni fanga ye . Zuwɛnkalo la, TCL Technology y’a yira ko a ye wari miliyari 2 don JOLED kɔnɔ; zuwekalo tile 15nan na, TCL ye Zhonghuan kulu 100% sɔrɔ ka se miliyari 11 ma; utikalo la, TCL Teknolozi y’a yira ko a bena 1.08 miliyari sɔrɔ (7,622 miliyari ɲɔgɔn) ka Samsung 60% sɔrɔ Suzhou Panel Factory la.


Ka kɛɲɛ ni jateminɛw ye, kalo 8 dɔrɔn na, wariko ni sɔrɔli, TCL Teknolozi ye yuan miliyari 24 ɲɔgɔn sara (o la, sɔngɔ minw bɔra ani bonw minw be se ka yɛlɛma). N’i be to ka CLP Panda dilan cogo sɔrɔ, a bena wari miliyari 10 ni kɔ bɔ, n’a sɔrɔ o tɛ gɛlɛya fitinin ye TCL Huaxing la, n’a sɔrɔ . Samsung ka Suzhou panneau dilan cogo, TCL Huaxing ka baarakɛcogo n’a ka sugu yɔrɔ fana be surunyana BOE la, ani a tora ka fara ɲɔgɔn kan ani k’a sɔrɔ, o bena kɛ sababu ye ka baara kɛ, ka baara kɛ ani ka feereli kɛ.


A filanan, BOE, i n’a fɔ TCL Huaxing, a b’a ye ko ɲɔgɔndan minw be kɛ ni ɲɔgɔn ye, olu hakɛ bɛɛ ka ca ni faratiw ye. O wagati kelen na, cogoya la, TCL Huaxing be tugu ɲɔgɔn kɔ, ka CLP Panda ka fɛn fila sɔrɔ, o fana bena a dɛmɛ k’a ka fɛɛrɛw n’a ka sugu nafaw sabati. Nanjing G8{{5}5}5 ani Chengdu G8.6 dilanni yɔrɔw be bɛn ni BOE ka yiriwali laɲini ye, o min ye ka kɛ diɲɛ ɲɛmɔgɔ ye semi-conducteur yɔrɔ la, ani a be se ka tulon kɛ ka ɲɛ baarakɛyɔrɔ ka sekow n’a ka kolɔnniw bɛɛ la sugu, fɛɛrɛw ani baarakɛcogow la. Nafa minw be sɔrɔ kemikali baara la, o ye yiriwali sababu ye, a be baarakɛyɔrɔ ka fɛɛrɛw dafa, a be fɛnw dilan ani k’u dilan, ka fɛɛnw sɔngɔ sabati, ka sannikɛlaw ka jɛnɲɔgɔnya sabati, ka fɛɛnw feereyɔrɔba yiriwa ani ka to ka baarakɛyɔrɔ ka baara ɲɛminɛ.


A sabanan, CLP Panda ye baarakɛyɔrɔ ye min ka nafolo bɔyɔrɔ ye, ani a ka nafolo n’a ka tilenninya feereli ka kan ka kɔlɔsi kosɛbɛ, k’a sɔrɔ BOE fana ye jamana ta ye i n’a fɔ yɔrɔba . A ka nɔgɔ ka baara kɛ u fila cɛ, ka ɲɛsin nafolo feereli ma ka taga a bila mɔgɔ kelen kelen ka waribonba kɔnɔ.


Jatigiba Ding, Sankei filɛlikɛla, lanin b’a la ko BOE ye CLP Panda 8.5/8.6 ka baarakɛcogo fila sɔrɔ, min be ni fɛɛrɛw ye minw ka bon ani a be se ka yɔrɔ bonya fana ka bɔ ɲɔgɔndankɛlaw la. Kabini ɲinan daminɛ na, TL Sinuwaw ka Star ani BOE ye 1000 ɲɔgɔn sɔrɔ. fangabonw ye ɲɔgɔn sɔrɔ ɲɔgɔn fɛ ka yɛlɛma don diɲɛ kɔnɔ, diɲɛ kɔnɔ, o fila ka yɔrɔ faranin ɲɔgɔn kan 50%. Wagati min na Sinuwaw ka baarakɛyɔrɔw be LCD panɛliw mara, o sera yɔrɔ min na, an ka kan k’a ye fana ko yiracogo fɛɛrɛ kuraw ni iziniw fana be yiriwara joona. Fɛɛrɛw, dilanni se, sɔrɔko ani yɔrɔw bɛɛ ka kan ka kɛ Sinuwaw ka yiracogo baarakɛyɔrɔ la.