Kubva kuOLED kuenda kuMicro LED: Hondo pakati peChina neSouth Korea yekuratidzira kwechizvarwa chinotevera inogona kupinda panguva yemutambo

Ruzivo rwekutsvaga ruzivo rwekambani yeDisplay Supply Chain Consultants (DSCC) runoratidza kuti muna 2023, zvichienderana nenzvimbo yekuratidzwa, South Korea yairatidza 10% chete yepasi rose, uye China nyika huru yairatidza 67%. Kunyanya muhunyanzvi hutsva hweOLED nehunyanzvi hwemangwana. Micro LED, hutungamiriri hweSouth Korea huri kudzikira zvishoma nezvishoma.

Lee Choong-hoon, mukuru weUBI Research muKorea, akati, "Kana tikangotarisa kuvandudzwa kwetekinoroji chete, pane musiyano wegore rimwe kusvika maviri (pakati peKorea neChina) muOLED display." MunaKurume gore rino, Mutungamiriri weSamsung Display Choi Ju-sun akatiwo musiyano wetekinoroji pakati pevagadziri vemapaneru eOLED ekuChina needu ungangoita gore rimwe kusvika 1.5. Sekureva kwezvakafanotaurwa naOmdia, muhafu yekutanga ya2024, zvinhu zvinopetwa zveOLED zveChina zvichasvika mamiriyoni 6.4, zvichireva 53% yezvinhu zvinotumirwa pasi rose - kekutanga boka iri repamusoro-soro richitungamira chikamu chepasi rose.

Kune rumwe rutivi, mu tekinoroji yeMicro LED, indasitiri yeKorea iri kunetsekawo. Pamusoro pezvose, dunhu guru reChina parizvino ndiro guru pane ese pasi rose mukugadzira maLED uye maindasitiri. Kunyanya kubva pamaonero e tekinoroji yepamusoro, silicon carbide muUnited States, sapphire muJapan, monocrystalline silicon muChina uye gallium nitride zvakagadzira nzira yakazvimirira ye tekinoroji huru. Panguva imwe chete, mukutsvagisa nekusimudzira tekinoroji yeperovskite, indasitiri yeChina yagara ichichengetedza mari yakakwana uye simba rekutsvaga.

Nekuda kweizvi, hurumende yeSouth Korea munguva pfupi yapfuura yakasarudza kuisa mari inosvika mabhiriyoni 484 (2.57 bhiriyoni yuan) mumakore masere kuti igadzire tekinoroji yekuratidzira chiedza (iLED, Micro LED, nezvimwewo) uye kuvaka ecosystem. Chirongwa ichi chinonyanya kubatsira South Korea kuvaka cheni yeindasitiri "inozviriritira" kubva pazvinhu, michina, maitiro kusvika kumaterminals.

Vamwe vanoongorora indasitiri vanotenda kuti makwikwi ari pakati peChina neSouth Korea muchikamu chepamusoro chekuratidzira uye cheni yeindasitiri yekuratidzira mune ramangwana ari kugadzira patani ye "match point" yakatenderedza OLED neMicro LED.

"Musateerera makore 1.5 eindasitiri yeKorea." Uku ndiko kuongorora kwemunhu ari mukati meindasitiri. Akati nguva yacho yaive chirevo chekuti South Korea inokurudzira kubatana kwemukati. Kana uchida kuyera nhanho yechigadzirwa, IT ingangotaurwa kuti paOLED, Samsung 8.6 generation IT line inogona kunge iri makore 1.5 isati yagadzirwa neBOE 8.6 generation IT line.

Kutaura zvazviri, South Korea iri muchikamu cheindasitiri yeOLED kwemakore mazhinji, kuumbwa kwebhenefiti kuchiri kukuru. Izvi zvinonyanya kuitika panyaya yezvinhu nemidziyo: semuenzaniso, mutsetse weBOE we8.6-generation OLED B16 wasarudza kushandisa michina yeSouth Korea yeSunic System evaporation. Semuenzaniso, Idemitsu Kosan yekuJapan iri kukurudzira kutamiswa kwemadhipatimendi ayo ese eorganic light-emitting diode (OLED) material application research and development (R&D) kuenda kuKorea. Idemitsu ikambani inomiririra petrochemical nezvinhu muJapan, ine kutengeswa kwegore negore kweanopfuura 80 trillion won (anenge 416 bhiriyoni yuan), uye ine tekinoroji yepakutanga yeOLED.

Muindasitiri yeOLED, muchina we evaporation wakaenzana nemuchina we lithography mumusika we semiconductor. Parizvino, makambani ekuJapan neKorea chete ndiwo anogadzira michina iyi. Japan neSouth Korea vane hukama hwakasimba muOLED. Pamusoro pezvo, Apple, semutengi mukuru wepamusoro weOLED panels, yagara ichida zvigadzirwa zvakagadzirwa nemidziyo nezvinhu zvekuJapan.

Sekureva kwemushumo weKorea Display Industry Association, huwandu hwezvinhu zveOLED, zvikamu nemidziyo zvakawanikwa muKorea hwakawedzera kubva pa65% muna 2019 kusvika pa71.5% gore rino. Pakati pazvo, huwandu hwezvinhu zveOLED zvakawanikwa muKorea hwakawedzera kubva pa60% muna 2019 kusvika pa70% gore rino; huwandu hwezvinhu zveOLED zvakawanikwa muKorea hwakawedzera kubva pa70% kusvika pa73%.

Saka, indasitiri inotungamira yeOLED muSouth Korea ndiyo inotungamira cheni yese yeindasitiri, pamwe nekudyidzana kukuru kwekutengeserana nehunyanzvi neJapan neUnited States. Panyaya iyi, kumhanya kwemakambani ekuChina kuri kukwira, kure kure nekukwanisa kwekugadzira panel yekuratidzira.

Kupa mukana kune "zvinodiwa pamusika uye kukwikwidzana kwemitengo, kuumbwa kwekubatsira kwechiyero" ndizvo zvinobvumiranwawo neindasitiri yeOLED yeChina padanho iri. Semuenzaniso, muchizvarwa chinotevera cheIT chine 8.6 generation line, ndiko kuti, mushure mekunge Samsung, BOE, ichangobva kusaina chibvumirano chekushandira pamwe neHefei, yakabvumirana kuisa mari mukuvaka purojekiti ye8.6 generation OLED line muHefei, mari yese inotarisirwa kuva mabhiriyoni makumi mashanu nemashanu emadhora. Zvinotarisirwa kuti purojekiti iyi ingangoshandisa tekinoroji ye "lithographic" yakagadzirwa yakazvimiririra neVicigna, nekubudirira uye mutsauko mukubudirira, mutengo uye mashandiro ekuratidzira. Panguva imwe chete, nhau dzakati Tianma iri kurongawo kuisa mari mupurojekiti ye8th generation OLED, inotarisirwa kusarudza hurongwa hwekudyara mukati megore.

Kuwedzera kune tekinoroji yechinyakare yekubuda kwemhepo, Huaxing Optoelectronics yave mutungamiriri wepasi rose muchikamu chemaindasitiri chezvinhu zvakadhindwa zveOLED, michina uye materminals. Zhao Jun, CEO weTCL Huaxing, akati muchikamu chekuratidzira kweOLED kwechizvarwa chinotevera, TCL Huaxing inotarisa pakuratidza kwehukuru hwepakati, senge zvekutengeserana, e-sports displays, notebook displays, pamwe nezvigadzirwa zvakasiyana-siyana zvakaita sekurapa, mota, uye kutonga kwemaindasitiri. Huaxing inotarisirwa kutanga mutsara wayo wekutanga wekuyedza kugadzirwa kwemhando ye5.5 muhafu yechipiri yegore, skrini yekudhinda yeOLED yepakati yekutengeserana, uye skrini yevatengi gore rinouya.

Kana chirongwa chekudhinda cheHuaxing Optoelectronics cheOLED chikafamba zvakanaka, ichava mukana wekuti indasitiri yekuratidzira yeOLED muChina ikwanise kuyambuka mugwagwa kubva pazvinhu nemidziyo kuenda kuchiteshi.

Pachiratidziro cheOLED, "Zvakanakira South Korea kuunganidzwa, cheni yeindasitiri yepamusoro yakasimba, uye kushandira pamwe kwepedyo neJapan neUnited States; Zvakanakira China ndezvekuti huwandu hwekudyara mari hwakakura, kudiwa kwemusika kwakasimba, uye nzira itsva yetekinoroji yakadai sekudhinda uye mifananidzo ye lithography iri kushanda zvakanyanya..." Ehe, zvinofanirawo kuonekwa kuti dambudziko reindasitiri yeOLED yeChina pamidziyo mikuru senge michina yekupwanya mvura richiri kuda kugadziriswa.

Semuchina wekuratidza uri kubuda, Micro LED ine tarisiro huru. TrendForce Consulting yakaburitsa "2024 Micro LED Market Trend and Technology Cost Analysis Report" ichifanotaura kuti kukosha kweMicro LED chips mumusika wemidziyo inopfekwa chete muna 2022 kusvika 2027 compound growth rate (CAGR) kuchasvika 136%. Pamusoro pezvo, micro LED display inogona zvakare kushandiswa mumisika yemotokari, IT, colour TV uye engineering large-screen display.

Parizvino, zvichienderana nekuongorora kwenhau dzekunze kwenyika, chikamu cheChina chekutenga michina yeMicro LED pasi rose chinopfuura 70%. Zvinogona kutaurwa kuti indasitiri yeChina iri kuita shanduko ye "full chain" kubva kuzvigadzirwa zve LED zvechinyakare zvinotungamira kusvika kuchiratidzo cheMicro LED chiri kubuda. Mukupindura, mhinduro yeSouth Korea, kune rumwe rutivi, ndeyekuwedzera kuvandudzwa kwetekinoroji yemuno uye rutsigiro rwemitemo, kune rumwe rutivi, kuwedzera kushandira pamwe neJapan, dunhu reTaiwan reChina neEurope nemakambani ane hukama neUnited States. Semuenzaniso, zvigadzirwa zveTHE WALL zveSamsung zvakatora nzvimbo yeTaiwan yeChina AU AM TFT uye tekinoroji yekuvandudza ye錼, machipisi e LED eFucai nezvimwe zvigadzirwa.

Zvichienzaniswa nekutungamira kweOLED South Korea muchikamu chose, zvakanakira mabhizinesi nemaindasitiri ekuChina muMicro LED zvakakura. Kunyanya tichifunga nezvehuwandu hwevanhu vanodyara mari uye kusiyana kwemashandisirwo, indasitiri yeMicro LED yeChina ine hunhu hwekubukira. Vari mukati meindasitiri vanotenda kuti dambudziko guru remakambani ekuKorea mumakwikwi edisplay panel "haana kukwana evanhu vakuru." Panyaya iyi, nyika yedu inovimba nebhenefiti ye "huwandu" uye inoumba mashandiro emapoka, ayo anogona kazhinji kukunda chishamiso chekukura kwe "simba guru rekufambisa zvidhinha".

Kunyanya muzvinhu zvepamusoro zveMicro LED, zvakaita seMOCVD, kambani iyi yakagadzira zvigadzirwa zvakawanda zvine kodzero dzepfuma yepfungwa dzakazvimirira; Ndiyo kambani inotungamira pasi rose mukugadzira michina ye LED inobva ku gallium nitride, ine mugove wepamusoro wemusika mumunda we Mini LED Midziyo ye nitride inogadzirwa kumba. Panyaya yekubatanidza maMicro LED, Dazu Laser yakagadzira micro-LED mass transfer, micro-LED mass welding, micro-LED repair nezvimwe zvishandiso; Midziyo ye laser massive transfer & stripping & bonding yakagadzirwa naMaiwei naTianma yakaiswa muTianma Micro LED production line, uye zvigadzirwa zvekutanga zvinotarisirwa kuvhenekerwa gore rino.

"Pasina miganhu yemidziyo mikuru, kukura kweMicro LED muindasitiri kuchave kwakazvimirira." Iyi ndiyo indasitiri yeMicro LED muChina kana tichienzanisa neindasitiri yeOLED "ine bhenefiti kune rumwe rutivi." Kutaura zvazviri, kudyara kweOLED 8.6 generation line, kuwedzera kune Samsung neBeijing Oriental mapiyona maviri, kwakatanga kusimbisa kugona kwekugadzira kweJapan neSouth Korea evaporation machine, LG, Vicino, Tianma nedzimwe makambani ekudyara, zviri pasi pe "evaporation machine supply". Zvinhu zvakafanana hazvipo pari zvino mumusika weMicro LED, ndosaka indasitiri iyi iine tariro nezvekukurumidza kudzokorora tekinoroji yeMicro LED display.

Zvisinei, pakukwikwidzana kwekuratidzira mune ramangwana, nyanzvi dzeindasitiri dzakataurawo kuti iyi haisi hondo yekukunda nehammer. Kune rumwe rutivi, tekinoroji inoramba ichivandudza nekuvandudza, uye hapana anogona kuvimbisa kuti tekinoroji ipi ndeyeramangwana. Kune rumwe rutivi, kusiyana kwezvinodiwa zvekushandisa kunogona kuita kuti kuratidza kwepaneru remangwana kuve patani ye "multi-tekinoroji pamwe chete".

Semuenzaniso, TCL Huaxing Zhao Jun akati panyaya iyi, kuratidzwa kweOLED mune ramangwana munzvimbo yakakura yekushandisa, mukana mukuru wekuti hapana nzira yekufunga nezve50% kana kupfuura semafoni, kunogona kuve 10%-20%, kwete kupfuura 30%, mushure mezvose, mutengo wacho wakakwira. Saka, munguva pfupi, hondo yepaneru yeSino-Korean ichakwikwidzana mukubatanidzwa kwetekinoroji dzeLCD, OLED, uye Micro LED. Panyaya yeLCD, mabhizinesi ekuChina awana mukana wakakwana, OLED iri kuwana kumhanya kwakaderera kwekubata, Micro LED ichitungamira kwenguva pfupi.