I-Au: Ama-Ferry nama-yacht angenise i-Micro LED

USihlalo wefektri yamaphaneli i-AU Optronics uPeng Shuanglang uthe namuhla ukuthi isilinganiso semali engenayo yebhizinisi lamaphaneli angewona ahlanzekile kulindeleke ukuthi sibe ngaphezu kwengxenye ngo-2027, i-AU ngeke isaba ifektri yamaphaneli ahlanzekile, kulindeleke ukuthi ishiye umjikelezo wokuqhakaza kwemboni yamaphaneli.

Namuhla u-Au ubambe isithangami somuntu wezomthetho, uPeng Shuanglang ukhombe ukuthi i-AU ngeke isalokhu iyinkampani yamaphaneli ahlanzekile, izoshintsha ibe amaqembu amathathu ahlukene ezakhiwo zokusebenza njengezinsika ezintathu eziyinhloko zokusebenza kwenkampani, "Ukuhamba okuhlakaniphile kwesisombululo sokuhamba", "Insimu eqondile yesixazululo esiqondile" kanye "nobuchwepheshe bokubonisa isibonisi". Ukuze kuncishiswe umthelela womjikelezo wokuqhakaza kwemboni yamaphaneli, ukuze kufezwe inzuzo ezinzile.

UPeng Shuanglang ugcizelele ukuthi inqubo yokuguqulwa ngeke isakhuluma "ngokuphuma kwephaneli olwandle", kodwa ngokwandiswa kochungechunge lwenani, ngoba amaphaneli adingekayo emikhiqizweni yensimu yeselula ehlakaniphile neqondile ayadingeka ukuze kwenziwe inani, hhayi ukwenza iphaneli kuqala bese kugaywa.

Uthe ngangokunokwenzeka ngaphandle komjikelezo we-panel boom, ukufuna igagasi lesibili lokukhula, okuhlanganisa nokuthengwa kwe-BHTC yaseJalimane, ukwakheka kwemakethe yezimoto, kungokwamabhizinisi eselula ahlakaniphile, ngemuva kokujoyina i-BHTC, imali engenayo yezimoto ye-AUO yanda, ebalelwa ngaphezu kwama-20% emali engenayo; Kuhambisana nokuhlanganiswa kwamasimu aqondile okuhlanganisa ukunakekelwa kwezokwelapha, izinsizakalo, amandla, imfundo, njll., imali engenayo yephaneli engeyona emsulwa kulindeleke ukuthi idlule ama-50% ngo-2027; Isibonelo, isimemezelo sanamuhla sokuthengwa kwe-Avocor Company e-United States sinethemba ngokuhlanganiswa okuqondile kwemfundo.

I-Au imemezele namuhla, egameni lezinkampani zayo ezingaphansi kwayo, ukuthi ithole inzalo engu-100% ku-Avocor TechnologiesUSA, Inc. futhi ibhalisele ukwenyuswa kwemali yayo.

Ngokuphathelene nebhizinisi lamaphaneli, i-AU izophinde idlale ubuchwepheshe obukhona bephaneli, futhi izothuthukisa I-Micro I-LEDamaphaneli kulesi sigaba.

Umphathi Jikelele we-Au uKe Furen uchaze ukuthi iphaneli ye-microLED inezinzuzo zokukhanya okuphezulu, i-engeli yokubuka enkulu kanye nokusetshenziswa kwamandla aphansi, ukuphula igebe lesikrini esiyisicaba sendabuko, izibonisi ezilula ukwenza ezifinyelela phezulu, njenge izibonisi ezisobala, njengesikebhe saseKaohsiung kanye nemibukiso yezikebhe kuye kwasetshenziswa.

UPeng Shuanglang uthe ngaphezu kwamaphaneli e-diode akhipha ukukhanya okuncane amadivayisi agqokwayo athunyelwe ngonyaka odlule, kukhona namaphaneli e-TV kanye namaphaneli amakhulu okubonisa asebenzisa ubuchwepheshe be-diode ekhipha ukukhanya okuncane. Ithole ngisho nelayisense yomkhiqizo yokuthuthukisa amaphaneli e-microLED ngokubambisana nabakhiqizi bezimoto bakwamanye amazwe, futhi ingakhiqizwa ngobuningi ngokusemthethweni ngemuva kweminyaka emi-2 noma emi-3; Esikhathini esizayo, hhayi izinhlelo zokusebenza zangaphakathi emotweni kuphela, kodwa nangaphandle kwezimoto zingasetshenziswa kabanzi. i-microLED.

Ngokuphathelene nobuchwepheshe bephakeji ye-fan-out esanda kuthandwa kakhulu, uPeng Shuanglang noKe Furen bakholelwa ukuthi i-AU itshale imali ocwaningweni nasekuthuthukisweni, kodwa ububanzi bokusetshenziswa kobuchwepheshe bulinganiselwe, futhi ukuthi ingakhula kanjani akuqiniseki. Ngisho noma i-TSMC nabanye abakhiqizi be-wafer becabangela izidingo zokusabalalisa ukushisa zemikhiqizo yobuhlakani bokwenziwa (AI), ukusetshenziswa kwe-substrate yengilazi yesikwele kunenzuzo yokusabalalisa ukushisa, kodwa ubuchwepheshe bamanje abukavuthwa ngokwanele, futhi noma ngabe isiqondiso somkhiqizo siqinisekiswa esikhathini esizayo, uma ifektri yephaneli isebenza nefektri yokupakisha, ekugcineni izoba umncintiswano nefektri yokupakisha, futhi ubudlelwano bokuncintisana nokubambisana phakathi komunye nomunye buyinkimbinkimbi. Ukuthi ukuzibophezela noma cha kusadingeka kuhlolwe ngesikhathi esifanele kakhulu.

Kodwa-ke, ngamahemuhemu okuthi i-Innolac ithengisa amafektri ephaneli kumafektri, uKe Furen uchaze ukuthi ukuze kusebenze izimpahla, ukuthengisa amafektri angasebenzi kumafektri ukuze kutholakale inzuzo ngenkathi ubuchwepheshe be-fan-out benziwa bube buncane kuyindaba ehluke ngokuphelele ekuthuthukisweni kobuchwepheshe.