Faa'iidada shaashadda weyn? Muuqaalkii ugu horreeyay ee weyn ee guusha Mini LED ee OLED ayaa soo muuqday

2024-10-22

Sannadihii ugu dambeeyay, Nalalka Yar/MikroTiknoolajiyadda bandhigga ayaa weli caan ah. Waxay noqotay "doorasho kale oo farsamo oo caadi ah" ka dib kirismaalka dareeraha ah iyo OLED. Mini/Micro LED Waxay daboolaysaa suuqa silsiladda oo dhan laga bilaabo mashaariicda shaashadaha waaweyn (sida shineemooyinka dhijitaalka ah ee shaashadda weyn) ilaa bandhigyada yaryar ee codsiyada xaqiiqada dalwaddeed ee XR (sida muraayadaha AR). Iyo tartanka boqorka bandhigga mustaqbalka, waxay leedahay iska hor imaad toos ah oo ay la leedahay tiknoolajiyada OLED. Shaashadda weyn Jun ayaa xustay in tirakoobyada TrendForce dhawaan ay ku qiyaaseen in sanadka 2024,Nalalka yaryarShixnadaha TV-ga ee laydhka gadaal ka shidan ayaa kordhay 55% sanadba sanadka ka dambeeya, iyagoo gaaray 6.35 milyan oo unug; Ka sarreeya kobaca wax soo saarka OLED ee 15.9%, 6.23 milyan oo unug - tani waxay noqon doontaa, dhanka ADIGAA TAHAYiyo Mini/Micro LED direct conflict, oo ah Mini/Micro LED-kii ugu horreeyay ee ku guuleysta oo leh tiro badan oo iib ah oo ah "qaybta". Big Screen waxay aaminsan tahay in tani ay ka dhigan tahay in Mini/Micro LEDs ay dardar gelinayaan si ay u ciyaaraan faa'iidooyinkooda.

Kala duwanaanshaha sahayda, faa'iidooyinka Nalalka Yar/Mikro

Marka la barbardhigo horumarinta TV-ga midabka OLED, boqorka shaashadda weyn wuxuu rabaa inuu yiraahdo "qof walba wuxuu ku daraa qoryo iyo olol sare" waa furaha tiknoolajiyada bandhigga Mini/Micro LED ay runtii ku guuleysato:

Xogta la-talinta TrendForce waxay muujinaysaa in hay'adaha caalamiga ah ay ADIGAA TAHAYTV-ga TOP5 ee 2023 waa: LG (53%), Samsung (17%), SONY (15%), Philips (4%), Panasonic (4%). Waxaa la arki karaa in qaybinta saamiyada ee OLED TVS ay "aad u xooggan tahay". Suuqa sare, LG iyo Samsung waxay qabteen 100% ka mid ah ADIGAA TAHAYBixinta TV-ga. Tani waxay hubaal ahaan iftiiminaysaa faa'iidooyinka labadaba, laakiin waxay sidoo kale xannibaysaa tartanka suuqa iyo hal-abuurka buuxa.

Marka la eego arrintan, shaashadda weyn ee Jun waa in si gaar ah loogu sharxaa in marka la soo bandhigo Samsung's Shaashadda bandhigga W-OLEDShirkadda LG ayaa sheegtay in saamiga suuqa ee TV-ga OLED ee Samsung uu weli sii hagaagayo. Booska SONY ee ah nooca labaad ee ugu weyn OLED TV ayaa sii waday inuu hoos u dhaco. Kaligii talisnimada nidaamka Kuuriya ee OLED TV dhab ahaantii waxay horseedaa lumitaanka tartanka xeryaha kale, ka dibna waxay diidaysaa kororka suuqa TV-ga OLED. Nalalka Yar/MikroTiknoolajiyadda bandhiggu aad bay uga duwan tahay: ku dhawaad noocyada TV-yada midabka leh ee ugu qiimaha badan adduunka ayaa soo saaray alaab iyagoo adeegsanaya tiknoolajiyaddan. Tirada noocyada suuqa iyo moodooyinka ayaa si weyn uga badan OLED, cabbirka badeecadduna wuxuu ku jiraa 98-115 inji, taas oo ah cabbirka OLED uusan lahayn. Iyada oo la eegayo cabbirka qiimaha badeecada, waxaa jira labadaba alaab la mid ah OLED, waxaana sidoo kale jira alaabooyin kala badh ama ka jaban, gaar ahaan dadka isticmaala heerka sare. Qiimo isku mid ah ayaa ah in la doorto cabbir yar oo OLED ah ama shaashad weyn oo ah Nalalka Yar/Mikronoqo "jawaab waajib ah"... Faa'iidooyinkan dhinaca sahayda ah, si sax ah taageerada ballaaran ee LED-yada Mini/Micro, ayaa u oggolaaday suuqa inuu si degdeg ah uga kordho alaabada OLED TV. Dabcan, boqorka shaashadda weyn waa inuu qirtaa in bandhigga Mini/Micro LED ee maanta ka baxsan OLED uusan weli dhammaystirnayn - waxay u muuqataa habka iftiinka dambe ee LCD. Si kastaba ha ahaatee, tani kama hortagayso alaabada Mini/Micro LED+LCD waxay aragtay in adeegsiga tignoolajiyada Mini/Micro LED ay leedahay faa'iidada "kala duwanaanshaha dhinaca sahayda". Gaar ahaan tartanka OLED TV, kaas oo ah qayb leh kheyraad yar oo kor u kaca ah iyo saamiga suuqa oo aad u urursan, "sahaydan kala duwan" waa kartida iyo dhaxalka. Xaqiiqdii, tirada noocyada soo saaray Mini/Micro LED tooska ah waxay soo bandhigaan shaashado waaweyn adduunka oo dhan, taas oo ah, bandhigga tooska ah ee LED-ka oo dhan-ku-jira mashiinnada aan u baahnayn shaashadaha LCD, wali way ka sarreysaa ADIGAA TAHAYAlaabooyinka bandhigga TV-ga. Taasi waa, shirkadaha OLED TV, sida Samsung iyo LG, waxay soo bandhigeen Mini/Micro LED oo dhan-in-one ah, shirkadaha bandhigga tooska ah ee LED-ka iyo noocyada kale ee madaxa TV-ga midabka leh ayaa sidoo kale soo bandhigay Mini/Micro LED oo dhan-in-one ah. Bandhigyada xirfadeed, amniga iyo shirkado badan oo IT ah (sida TPV AOC, Lenovo, iwm.) ayaa sidoo kale soo bandhigay. Nalalka Yar/MikroMashiinno dhammaantood hal-ku-jira... Qaab noocaas ah, boqorka shaashadda weyn wuxuu rabaa inuu yiraahdo, "Yaa damaanad qaadi kara in bandhigga tooska ah ee LED uusan nuqul ka sameyn doonin wadada shaashadda LCD-ga ee dambe oo uu ka sarreeyo OLED?"

Hoos u dhigista kharashka iyo kordhinta hufnaanta, Nalalka Yar/Mikrohorumarka waan arki karaa

Badeecadaha TV-ga ee Mini/Micro LED Direct Display, oo ah nooca taageerada ugu weyn adduunka ee Samsung, waa mid ka mid ah labada shirkadood ee waaweyn ee OLED TV. Big Screen waxay ogaatay in bandhiggii ugu dambeeyay ee IFA2024 Berlin, Samsung ay ku soo bandhigtay TV cusub oo Micro LED ah oo 65-inch ah. Tani waxay u oggolaanaysaa alaabada Samsung Micro LED inay si dheeraad ah u daboolaan xariiqda cabbirka ee 65 inji, 76 inji, 89 inji, 101 inji, 110 inji, 114 inji - xulashooyinka cabbirka badeecadaha oo ka ballaaran kuwa kale. ADIGAA TAHAYKhadka wax soo saarka. Intaa waxaa dheer, tirada TV-yada LCD-ga ee Samsung Mini/Micro LED ee gadaal laga shido ayaa sidoo kale gaaray heerkii ugu sarreeyay.

Shaashad weyn oo Jun ah ayaa ka aragtay Samsung in Mini/Micro LED ay gaartay "ugaarsiga" OLED. Indhaha warshadahana, ugaarsigu waa bilow uun: Waxaa ku jira silsilad warshadeed oo Mini/Micro LED ah oo Konka iskeed u dhistay, Hisense iyada oo loo marayo helitaanka Optoelectronics iftiin qalalan si loo dhiso silsilad warshadeed oo Mini/Micro LED ah oo dhammaystiran, BOE iyada oo loo marayo helitaanka silsilad warshadeed oo dhammaystiran oo Mini/Micro LED ah oo Huacan Optoelectronics ah oo iskeed u dhistay, TCL Huaxing iyo Vicinone iyada oo loo marayo maalgashi shisheeye ama maalgashi wadajir ah oo lagu dhisayo silsilad warshadeed oo Mini/Micro LED ah, iwm., warshadaha TV-ga midabka leh ee ku jira Nalalka Yar/Mikroficilku waa "degdeg ah oo aad u weyn".

LED yar.png

Dhanka kale, warshaduhu waxay sameeyeen waddo sax ah oo loogu talagalay dhimista kharashka iyo hufnaanta Mini/Micro LED (ha ahaato iftiin dambe ama toos ah) bandhig) : oo ay ku jiraan casriyeynta gadaale, sida hagaajinta heerka isticmaalka looxyada PCB ee suuqa iftiinka dambe, iyo soo bandhigida walxaha galaaska suuqa tooska ah ee bandhigga; dhimista kharashka chip-ka LED, iyada oo loo marayo alaabada waxtarka iftiinka sare leh, iyo alaabada cabbirka yar si loo yareeyo qulqulka iftiinka cutubka ama kharashka pixel-ka cutubka; Hoos u dhaca kharashka IC-ga darawalka, oo inta badan ay ku jiraan is-dhexgal sare, kanaallo badan oo wadista ah, IC-ga geedi socodka oo horumarsan, iyo laga bilaabo PM ilaa AM horumarinta darawalka; Hoos u dhaca kharashka habka, oo ay ku jiraan tignoolajiyada mugga weyn, horumarka tignoolajiyada ogaanshaha iyo dayactirka, horumarka baakadaha MIP, hoos u dhaca kharashka dheeraadka ah ee baakadaha COB, iyo wixii la mid ah... Si loo yareeyo kharashka iyo hufnaanta, Peng Shuanglang, guddoomiyaha AU Optronics, oo ah alaab-qeybiyaha guddiga TV-ga Micro LED ee Samsung, ayaa dhawaan caddeeyay in marka la eego dhimista kharashka Micro LED, la filayo inay awood u yeelato inay gaarto isla guddiyada OLED shan sano gudahood. (Sannadkii 2023, waxay sidoo kale sheegtay inay "rajeyneyso in qiimaha Micro LED uu hoos ugu dhaco isla heerka Moore's Law, kharashkana la kala bar doono labadii sanaba mar.") Tani waxay ka dhigan tahay in soosaarayaasha kor u socda ay aaminsan yihiin in Nalalka yaryar (Micro LED)TVS-yadu waxay leeyihiin qiimo dhimis ugu yaraan 90%. Shaashad weyn waa inay tilmaamtaa marka Micro LED TV iyo OLED TV ay isku qiimo yihiin, Micro LED TV si buuxda ayaa loo isticmaali karaa: 1. Sahaydu waa kala duwan tahay oo ku filan, 2. Cabbirka weyni waa mid aan xadidnayn, 3. Ma jiro walaac qarsoon oo shaashad gubanaysa, 4. Qiimaha gaarka ah ee sifooyinka iftiiminta ee codsiyada gaarka ah sida bandhigga ganacsiga iyo hufnaanta, 5. Iftiin yar oo hooseeya awoodda bandhigga ee cawlan oo sare iyo dhalaalka tayada sawirka oo tayo sare leh booska la hagaajin karo waa ka weyn yahay... Sidaas darteed tiknoolajiyada bandhigga OLED ma la mid noqon karto faa'iidooyinka. Kaliya sababtoo ah waxaa jira (tusaale ahaan suuqa TV-ga ee heerka sare ah, isbarbardhigga bandhigga tooska ah ee OLED iyo Mini/Micro LED, faa'iidada Micro LED TV ayaa laga yaabaa inay ka weyn tahay; Suuqa TV-ga ee heerka hoose, qiimaha OLED TV wuxuu sii wadaa inuu ka sarreeyo kan LCD, xitaa ka sarreeya kan Nalalka Yar/MikroBadeecadaha LCD-ga ee gadaal ka iftiimaya, tartankuna waa daciif) "waxaa jira baloogyo ka hor iyo ka dib dabagalka", si LG iyo Samsung ay u noqdaan labada shirkadood ee kaliya ee bixiya OLED TV. Ballaarinta wax soo saarka, "si ku meel gaar ah ayaa loo joojiyay", laakiin wax badan oo dheeraad ah ayaa ku jira qaabka Mini/Micro LED.

Iyada oo la adeegsanayo barnaamijyo kala duwan oo shaashado waaweyn ah, LED-yada Mini/Micro ayaa ku guuleysanaya mustaqbalka

Horumarinta bandhigga Mini/Micro LED, iyo sidoo kale isbarbardhigga kharashka ADIGAA TAHAYMa aha wax aan macquul ahayn, shaashadda weyn ee Jun waxay aaminsan tahay in faa'iidooyinkeeda ku jira foomka codsiga muhiimka ah ay si gaar ah u muuqdaan:

Tusaale ahaan, Huawei dhawaan waxay soo saartay taleefan gacmeed OLED ah oo saddex laab ah, kaasoo muujinaya guulihii ugu dambeeyay ee dabacsanaanta shaashadaha OLED. Si kastaba ha ahaatee, isla waqtigaas, LG waxay sidoo kale muujisay shaashad Micro LED ah oo jiid-up ah - cabbirka asalka ah ee badeecaddu waa 12 inji, oo leh ilaa 20% awood fidin, taasoo u oggolaanaysa inay si fudud ugu fiddo 14 inji. Sidoo kale, Samsung waxay soo bandhigtay tiknoolajiyad la mid ah: halkii ay ka ahaan lahayd qaab-dhismeedka toosan, waxay awood u leedahay inay u beddesho qaab toosan oo ku yaal dusha sare ee shaashadda - oo fidsan ilaa 25% si toosan waxayna leedahay xallin 120 pixels inji ah. Bandhigyadani waxay muujinayaan awoodda dabacsanaanta ee Nalalka yaryar (Micro LED).

IFA2024, Hisense wuxuu muujiyay hufnaan Shaashadda Micro LEDBadeecadaha. Waxay isticmaashaa jajabyada Micro LED-ka ee heerka micron-ka ah, oo leh heer gelinta oo ka badan 60% iyo xagal daawasho oo ballaaran, heer Pitch ah oo ah 0.69, iyo shaqo taabasho ah. Bandhig Hufan waa shaqo ay LCD iyo OLED sidoo kale gaari karaan, dhalaalka sare iyo faa'iidooyinka cabbirka weyn ee Micro LED ayaa weli ku habboon cabbirka weyn, hufnaanta sare, iyo naqshadeynta badeecadaha hufan ee qeexitaanka sare leh. Hisense-na badeecadani waa "si buuxda u shaqaynaysa" waxayna gaartay naqshad suuqgeyn leh. Iyada oo ka faa'iideysanaysa bandhigga hufan, AU waxay xitaa samaysay nooc ka mid ah badeecadaha bandhigga Micro LED ee laba-lakab leh si loo gaaro saameyn muuqaal 3D oo wanaagsan. Dabcan, faa'iidada ugu weynNalalka Yar/MikroWali "ma jiraan wax xaddidaad ah oo ku saabsan cabbirka muraayadda LCD iyo OLED." Sidaa darteed, LG, Hisense, TCL iyo noocyo kale ayaa soo bandhigay alaabada TV-ga Micro LED ee 4K heerka inji ee 16X. Shaashadda weyn ee filimka, injineernimada shaashadda weyn, bandhigga isku-xidhka Micro LED waa wax ka badan boqorka buuxa ee OLED. "OLED wuu samayn karaa Micro LED wuu qaban karaa, ka sii fiicanna, OLED ma samayn karo Micro LED sidoo kale wuu samayn karaa!" Iyadoo kalsooni noocaas ah leh, Lee Yunli, guddoomiyaha Neptunium Technology -KY, oo ah shirkad hormuud ka ah tiknoolajiyada Micro LED ee Taiwan, ayaa yiri: In kasta oo marxaladdan, aanan ku dhiiran karin inaan ka fikiro tiknoolajiyada micro-LED oo beddesha muraayadaha bandhigga dareeraha ah (LCD) ee jira iyo muraayadaha diode-ka iftiinka dabiiciga ah (OLED), weli waxaa jira fursad lagu noqdo mid dhab ah mustaqbalka. Sababtoo ah kharashyadu way sii yaraanayaan, hal-abuurku wuu ka fiican yahay, kalsooni mustaqbalka oo keliya ha yeesho!

Dagaal buuxa oo PK ah, Mini/Micro LED iyo OLED ah ayaa sii xoogaysanaya

Shaashad weyn Jun ayaa xustay in haddii TV-ga, iyadoo la kaashanayo LCD, Mini/Micro LED si loo gaaro heerka ugu horreeya ee OLED, ay tahay tallaabo yar oo loogu talagalay warshadaha; Markaa "saf-ka ka baxsan" meelo badan ayaa noqon doona "tallaabo adag" mustaqbalka.

Tusaale ahaan, gudaha bandhig yar, ama XR, qaybta, TrendForce waxay filaysaa in aaladaha AR ay soo diri doonaan 25.5 milyan oo unug sanadka 2030, iyadoo CAGR uu yahay 67% laga bilaabo 2023 ilaa 2030. Kuwaas waxaa ka mid ah, LED-yadaTiknoolajiyadda (taas oo ah, Micro LED-ka ku salaysan silicon) ayaa noqon doonta tan ugu muhiimsan suuqa, heerka gelitaankana wuxuu gaari doonaa 44% sanadka 2030. Saamiga suuqa OLEDoS wuxuu hoos uga dhici doonaa 54% sanadka 2024 ilaa 25% sanadka 2030. Tusaale kale waa bandhigga, xawaaraha kobaca OLED ee hadda jira waa mid wanaagsan, heerka kobaca wuxuu ka badan yahay iftiinka dambe ee Mini/Micro LED. LCDTani waxay ugu horreyn sabab u tahay iftiinka dambe ee TV-ga looga baahan yahay inta badan waa Mini, sababtoo ah cabbirkiisa weyn; Shaashaduhu waxay u baahan yihiin tiknoolajiyad Micro. Tan dambe waa tiknoolajiyad cusub oo loogu talagalay LED-yada. Si kastaba ha ahaatee, si macquul ah, Mini/Micro LED sida iftiinka dambe ee LCD, helitaanka kharashka iyo fursadaha kale ayaa si weyn uga sarreeya OLED. Sidaa darteed, suuqa bandhigga mustaqbalka waxay u badan tahay inuu sii socdo iyadoo la eegayo Mini/Micro LED OLED. "Qiimaha waa khasaaraha bandhigga tooska ah ee Mini/Micro LED, laakiin LCD-ga dambe wuxuu gaari karaa hagaajinta kharashka OLED; Isla mar ahaantaana, bandhigga tooska ah ee Mini/Micro LED wuxuu leeyahay faa'iidooyin muuqda oo ku saabsan waxqabadka OLED!" Boqorka shaashadda weyn ayaa u maleynaya, "macquulka tartanka Tian Ji"; Macquulka tartanka ee "Mini/Micro LED aad ayuu u kala duwan yahay" ee sahayda suuqa ayaa si wadajir ah u horumarin doona tartankiisa bandhigga mustaqbalka ee OLED "iyada oo aan dabayshu dhicin"; Horumarka tignoolajiyada Mini/Micro LED iyo hoos u dhaca qiimaha ayaa si lama huraan ah uga dhigi doona ugu dambeyntii "si tartiib tartiib ah u hesho gacanta sare"! Waqtigan xaadirka ah, "dhibaatada weyn" oo keliya ee leh LED-yada Mini/Micro waa in horumarinta LED-yada yaryar/microwaa ka dambeeya OLED. -- Ugu yaraan 10 sano ka dib. Marka faa'iidada kaydka OLED ee uu abuuray waqtigu si tartiib tartiib ah u lumo, dagaalka loogu jiro soo bandhigida mustaqbalka ayaa is caddayn doona. Tiknoolajiyada Mini/Micro LED, shaashadda weyn ee Jun waa inay ku dartaa "sida miisaanka warshadaha bandhigga adduunka, soosaarayaasha Taiwan si toos ah ayay uga boodaan OLED oo waxay doortaan Mini/Micro LED". Tani waxay sii caddaynaysaa kartida mustaqbalka ee LED-yada yaryar/micro.