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Lub Tsib Hlis 18, 2026 - Kev lag luam khoom lag luam thoob ntiaj teb tab tom nkag mus rau lub sijhawm tseem ceeb ntawm kev hloov pauv thev naus laus zis thiab kev hloov kho cov qauv, nrog kev nthuav dav kev lag luam ruaj khov uas tau tsav los ntawm OLED thiab Micro-LED thev naus laus zis thev naus laus zis, thiab kev sib tw hnyav zuj zus ntawm cov neeg ua si loj, raws li cov ntaub ntawv kev lag luam tshiab thiab cov ntaub ntawv lag luam.
Kev lag luam nplai tseem nce ntxiv nrog kev loj hlob meej. Cov ntaub ntawv qhia tau hais tias lub ntiaj teb zaub vaj huam sib luag lag luam loj sawv ntawm USD 120.41 billion hauv 2025, thiab tau npaj kom nthuav dav mus rau USD 128.60 nphom hauv 2026, nrog rau kev loj hlob txhua xyoo (CAGR) ntawm 6.80% los ntawm 2026 txog 2035, thaum kawg ncav cuag USD 232.53 billion tawm ntawm lwm qhov kev lag luam tawm mus txog $ 20. 185 billion hauv 2026, ib xyoos - ntawm - xyoo nce txog li 10.1%, tau tsav los ntawm kev nrov ntawm cov neeg siv khoom siv hluav taws xob thiab kev nthuav dav ntawm cov ntawv thov tshwm sim xws li cov khoom siv tsheb. Ntawm lawv, OLED cov ntxaij vab tshaus tau dhau los ua lub zog tseem ceeb rau kev loj hlob, nrog rau lawv cov khoom xa tuaj hauv cov neeg siv khoom siv hluav taws xob xav tias yuav nce los ntawm 41.2% hauv 2025 txog 43.2% hauv 2026.
Kev siv thev naus laus zis tau dhau los ua qhov kev sib tw tseem ceeb, nrog OLED thiab Micro-LED koom nrog "kev ua tsov rog tiam". Xyoo 2026, OLED thev naus laus zis tab tom tab tom ua hauv - qhov kev hloov pauv qhov tob, nrog cov qauv tseem ceeb ntawm cov qauv nrov nrov Tandem OLED (ob chav - txheej tandem qauv), uas ua rau ob npaug ntawm qhov ci nyob rau hauv tib qhov tam sim no ceev thiab txo lub zog siv li ntawm 30%. Kev tawg ntawm cov ntaub ntawv xiav phosphorescent los ntawm cov chaw muag khoom xws li UDC tau thawb lub luminous efficiency ntawm OLED tag nrho - xim tshuab mus rau keeb kwm siab. Meanwhile, Micro-LED, raws li ib tug tom ntej - tiam zaub technology, tau qhia cuam tshuam lub cev muaj peev xwm, nrog ncov brightness yooj yim tshaj 100,000 nits, ruaj khov kev ua tau zoo nyob rau hauv huab cua kub ib puag ncig, thiab ib tug theoretical PPI txwv ntawm ntau tshaj 5,000, deb tshaj OLED lub bottleneck ntawm txog 1,000 PPI. Txawm li cas los xij, Micro-LED tseem ntsib cov teeb meem xws li cov nqi tsim khoom siab thiab muaj peev xwm tsim tau qis, nrog rau nws cov nyiaj tau los ntawm kev lag luam tsuas yog kwv yees li 0.07% ntawm tag nrho cov khoom lag luam hauv xyoo 2025.
Cov qauv kev sib tw thoob ntiaj teb nthuav tawm "duopoly ntawm Tuam Tshoj thiab Kaus Lim Qab Teb, nrog cov tub rog ntxiv los ntawm Tebchaws Europe thiab Tebchaws Meskas". South Kauslim cov tuam txhab xws li Samsung Display (SDC) thiab LG Display (LGD) tab tom kho lawv cov tswv yim: thaum lawv cov kev koom nrog hauv me me - loj OLED kev ua lag luam raug eroded los ntawm Suav manufacturers, lawv tau nce peev hauv 8.6 - tiam OLED kab rau IT khoom xws li MacBook thiab iPad, thiab ua kom cov txheej txheem ntawm cov tom ntej - tiam TV kev lag luam thiab kev loj hlob. Tuam Tshoj cov tuam txhab tau ua tiav cov saw hlau nkag mus rau tag nrho: BOE tau dhau los ua lub ntiaj teb thib ob - loj tshaj plaws hloov pauv OLED shipper, paub txog kev sib koom ua ke los ntawm epitaxial wafers mus rau qhov chaw nres nkoj hauv Micro-LED teb, thiab qeb duas thawj hauv ntiaj teb cov khoom lag luam khoom lag luam hais txog thaj chaw xa khoom thiab cov nyiaj tau los. Ua ke nrog CSOT, AU Optronics thiab lwm yam lag luam, Suav tuam txhab lag luam suav txog ntau dua 80% ntawm cov khoom siv hauv tsev, thiab lawv lub zog thoob ntiaj teb tau nce ntxiv.
Cov xwm txheej ntawm daim ntawv thov tam sim no tau dhau los ua kev loj hlob tshiab. Lub tsheb cov khoom lag luam tau dhau los ua qhov tseem ceeb sib ntaus sib tua rau OLED thiab Micro-LED thev naus laus zis: OLED tam sim no tuav lub co-pilot lom ze tshuaj ntsuam kev lag luam, thaum Micro-LED yuav tsum ua tus thawj tswj hwm vaj huam sib luag thiab HUD (heads-up display) teb nyob rau hauv ntev vim nws muaj kev ntseeg siab. Tsis tas li ntawd, nrog kev nce ntawm AR / VR thiab cov khoom siv ntse ntse, Micro-LED tau maj mam coj mus ze - qhov muag pom kev lag luam, dhau los ua cov thev naus laus zis nkaus xwb uas tuaj yeem ua tau raws li 4000 PPI qhov xav tau yam tsis ua rau kiv taub hau. Kev lag luam hauv Teb Chaws Asmeskas tseem qhia tau tias muaj kev xav tau, nrog ntau dua 55% ntawm cov tsheb hluav taws xob tshiab tau nruab nrog cov dashboards digital thiab infotainment zaub, thiab ntau dua 70% ntawm cov xov tooj tshiab siv OLED lossis AMOLED cov ntxaij vab tshaus.
Kev lag luam sab hauv kwv yees tias kev lag luam thoob ntiaj teb kev lag luam yuav tuav peb lub ntsiab lus tseem ceeb hauv ob peb xyoos tom ntej no: kev siv thev naus laus zis nrawm nrawm, txuas ntxiv txuas ntxiv ntawm daim ntawv thov scenarios, thiab cov qauv kev lag luam zoo. OLED thev naus laus zis tseem yuav ua kom nrov, Micro-LED yuav maj mam ua tiav qhov loj - nplai ntau lawm, thiab cov khoom siv tsheb, cov khoom siv ntse ntse thiab lwm yam xwm txheej tshwm sim tseem yuav tso tawm qhov kev thov. Thaum Suav tuam txhab lag luam txuas ntxiv txhim kho lawv lub zog thev naus laus zis thiab kev teeb tsa thoob ntiaj teb, cov tuam txhab Kaus Lim Qab Teb tseem yuav tuav lawv cov txiaj ntsig zoo hauv kev ua lag luam siab - kawg, thiab kev lag luam kev sib tw yuav maj mam hloov ntawm tus nqi sib tw rau kev sib tw nqi.
Hnub tim: 2026-05-15 00:00:00
