Nhau dzeKorea: Chigadzirwa cheLCD cheLGD Guangzhou 8.5 chizvarwa chinoronga kutengesa bhidhi pakupera kwemwedzi, BOE, TCL CSOT, Skyworth vatatu vakasvika pakupera

Kutengeswa kwefekitori yeLG Display ye liquid crystal display (LCD) muGuangzhou, China, kuri kukurumidza. Kutengeswa kwemakambani matatu ekuChina kunotarisirwa kuitwa muhafu yekutanga yegore uye mutauriri anodiwa achasarudzwa.

Sekureva kwenhau dzekuKorea sedaily musi wa2 Kubvumbi, LG Display yasarudza kutengesa fekitori yayo yeGuangzhou LCD (GP1 neGP2) kuburikidza nekutengeserana kwekutengesa, uye inoronga kuita mabhidhi ekutengesera pakupera kwemwedzi uno. Makambani matatu, anosanganisira BOE (BOE), TCL CSOT neSkyworth, akasarudzwa. Makambani aya ekuChina achangobva kutanga basa rekuongorora zvinhu zvemuno nevapi vemazano ekutenga. Mumwe munhu anoona nezveindasitiri yeSouth Korea akati, "Mutengo unotarisirwa kunge uri pa1 trillion won (5.35 bhiriyoni yuan), asi mutengo wekutengeswa unogona kunge wakakwira kana makwikwi pakati pemakambani akawedzera."

Tichifunga nezvemhando yeindasitiri yemidziyo ine mitengo yakakwira yekudzikira kwemitengo, mutengesi anoronga kukurumidzisa maitiro ekubatanidza mabhizinesi emakambani ekuChina akazivisa kutenga fekitori mukati megore rimwe chete mushure mekusaina chibvumirano chekutenga masheya (SPA). Makambani aya anozivikanwawo nekuremekedza tekinoroji yeLCD yeLG Display. LG Display yanga ichitsvaga kutengesa fekitori yayo yega yasara yekugadzira LCD TV panel, fekitori yeGuangzhou, kuti iparadze bhizinesi rayo reLCD uye ichinje modhi yebhizinesi rayo kuenda kuOLED. Fekitori yeLCD TV yemuno muSouth Korea yakagumisa kugadzirwa kwayo inopera muna 2022.

Chigadzirwa cheGuangzhou ikambani yemubatanidzwa we70:20:10 pakati peLG Display, Guangzhou Development District neSkyworth. Mari yacho inosvika KRW 2.13 trillion (RMB 11.4 bhiriyoni) uye mari yekudyara inosvika KRW 4 trillion (RMB 21.4 bhiriyoni.) Kugadzirwa kwakawanda kwakatanga muna 2014 nehukuru hwemayuniti anosvika 300,000 pamwedzi. Parizvino, mashandiro ayo i120,000 sheets pamwedzi. Inonyanya kugadzira maTV eLCD e55, 65 ne86-inch.

Mumusika weLCD TV, makambani ekuChina ari kutora chikamu chikuru mumusika wepasi rose. Kambani yemuno ine chinangwa chekuwedzera hupfumi hwayo nekutenga fekitari yeGuangzhou. Sezvo pasina mari yekuwedzera zvivakwa zvitsva zveLCD TV (CAPEX), kuwana bhizinesi reimwe kambani ndiyo nzira inokurumidza yekuwana huwandu hwevanhu. Semuenzaniso, kutenga neBOE kuchawedzera musika weLCD (nenzvimbo) kubva pa27.2% muna 2023 kusvika pa29.3% muna 2025. Fekitori yeGuangzhou inoonekwa sepfuma inokwezva nekuti ine vatengi vanobva kumabhurandi epamusoro eTV epasi rose akadai seSamsung Electronics, LG Electronics neSony.

Mitengo yemapaneru eLCD yadzikira mumakore achangopfuura, neLG Display yakareruka nekushomeka kwemari inodarika 2 trillion won ($10.7 bhiriyoni) mugore ra2022 (-2.085 trillion won, kana $11.15 bhiriyoni) uye mugore ra2023 (-2.5102 trillion won, kana $13.43 bhiriyoni). Chiyero chechikwereti chakabatanidzwa chakaderera kubva pa215.3 muzana muna 2022 kusvika pa307.7 muzana muna 2023. Kusvika muchikamu chechina chegore rapfuura, zvikwereti zvese zvaive pa13.366 trillion won (RMB 71.5 bhiriyoni).

Kubva pamaonero eLG Display, kana kutengeswa kwayo kukapera nemutengo wepakati kusvika wepamusoro we1 trillion won, ichave ne mukana wekuwana mari yekudyara kuti ivandudze chimiro chayo chemari uye kuwedzera kukwikwidzana kwebhizinesi rayo reOLED. Kusiyana nevanokwikwidza vakaita seSamsung Display neBOE, LG Display inotarisa paOLED dzechizvarwa chechitanhatu, uye hurongwa hwayo hwekudyara hwechizvarwa chechisere hwakambomiswa imwe neimwe. Matambudziko emari nekuda kwekushomeka kwemari. Pamari inosvika KRW1.2924 trillion (RMB6.9 bhiriyoni) yakawanikwa kuburikidza nekuwedzera kwemari yakabhadharwa pakutanga kwegore rino, inosvika KRW400 bhiriyoni (RMB2.14 bhiriyoni) yakasarudzwa kuti ishandiswe kuwedzera mari iripo mumutsara wekugadzira mapaneru echizvarwa chechitanhatu.

Chizvarwa 8.6 ikambani yekugadzira zvinhu yakatsaurirwa kuma display epakati nepakati kusvika makuru akadai seTV, monitors nema tablet PCs. Kana girazi rekugadzira maOLED rikawedzerwa kubva paGen 6 kusvika paGen 8.6 investment, LG Display yakati, "Tichafunga nezvemaonero emusika uye simba remari tisati taita sarudzo."

Sekureva kwemushumo wechangobva kuitwa nekambani yekutsvagisa musika yeUBI Research, musika wemapiritsi egore rino unotarisirwa kukura katanhatu kusvika kanomwe kupfuura gore rapfuura sezvo iPad yeApple, iyo yakarongerwa kuburitswa gore rino, yasarudza kuve neOLED. Remangwana rinotaridzikawo rakajeka, nekutumirwa kwemapiritsi eOLED kunotarisirwa kukura neavhareji yegore negore ye24.1%, kubva pamayuniti gumi nemaviri gore rino kusvika kumayuniti mamiriyoni makumi maviri nemasere nemana panosvika gore ra2028. Kubva pamaonero emakambani eOLED, iyi imamiriro ezvinhu ayo anofanirwa kuisa mari nesimba. Kim Jong-bae, muongorori weHyundai Motor Securities, anotsanangura kuti, "Zvinotora makore maviri kuvaka fekitori ye [OLED], saka LGD inofanira kupedzisa mari yayo panosvika kutanga kwa2026 kuti iongororwe."

Yakaturikirwa kubva ku: https://m.sedaily.com/