Wannan tambaya ta fi rikitarwa fiye da tunanin mutane. Menene ma'anar "mafi girma"? Jimlar kudaden shiga? Kudin shiga na alamar dijital na musamman? An aika raka'a? Kasuwa rabo? Cikakken amsoshi daban-daban suna fitowa dangane da wanne awo ne aka zaɓa.
Samsung
Samsung shine lamba daya gaba daya. Suna yin komai -falaye, kwakwalwan kwamfuta, ƙwaƙwalwar ajiya, nuni, ƙirar LED. Samsung Nuni yana samar da AMOLED zuwa rabin masana'antar, sannan Samsung Electronics yana gasa da waɗancan kwastomomin da aka gama.
Wall Pro MicroLED da aka ƙaddamar a cikin 2024 ya kasance mai ban sha'awa. Sun kasance suna tura wannan samfurin biyan kuɗi{2}}hardware da CMS da nazari tare. Ƙaƙwalwar ƙaƙƙarfan motsi don kudaden shiga mai maimaitawa.
Ga abin ko da yake. Yi magana da duk wanda ke yin ayyukan bangon bidiyo na LED akan kasafin kuɗi kuma za su gaya muku farashin Samsung da kansu daga kashi 60% na dama. Wataƙila ƙari. Masana'antun China za su faɗi ƙasa da kashi 30% don ƙayyadaddun bayanai iri ɗaya. Samsung yana bin sashin ƙima kuma yana barin kowa yayi yaƙi akan sauran.
Kasuwar kasuwancin su na EMEA da Arewacin Amurka a cikin nunin kasuwancin LCD sun mamaye. Bayanan IHS Markit yana nuna wannan akai-akai.
Wasu bayanai (Tare da Faɗakarwa)
Rahoton masana'antu daga Futuresource da AVIXA sun sanya kasuwar alamar dijital ta duniya a$31-35 biliyandon 2026. Wannan kewayon yana da faɗi amma abin da ke faruwa ke nan lokacin ƙoƙarin ƙayyade abin da ake ƙidaya a matsayin "alamar dijital."
Kyakkyawar ƙiyasin inda manyan ƴan wasan suke zama:
Samsung Electronics- kusan dala biliyan 5-6 a cikin kudaden shiga na dijital, kashi 18-20% na kasuwar duniya. Mai ƙarfi a cikin LCD, LED, MicroLED, OLED.
LG Electronics- $3-4 biliyan, kusan kashi 11% rabon. OLED shine mayar da hankalin su.
Unilumin- kimanin dala biliyan 1.1 (RMB biliyan 7.4), lamba ɗaya a cikin LED musamman tare da kashi 10% na wannan ɓangaren.
Leyard{0}} kusan dala biliyan 1, kusan kashi 15% na ɓangaren LED. Sun mallaki Planar a Arewacin Amurka wanda ke da mahimmanci.
Sony- mai wayo saboda suna haɗa ƙwararrun nuni tare da kayan watsa shirye-shirye a cikin kuɗin su. Akwai adadi $1.5{3}}Biliyan 2 amma wannan ya haɗa da samfuran da ba sa sigina.
Halin bangon Bidiyo na LED
A nan ne abubuwa ke saurin canzawa.
Unilumin ya wuce Leyard a cikin kudaden shiga a cikin 2023. Rahotonsu na shekara-shekara ya nuna shi, ƙididdigar Omdia ta tabbatar da hakan. Leyard shi ne jagoran da ba a yi jayayya ba ba da dadewa ba.
Me yasa Unilumin ya kama? Su Shenzhen masana'anta ne sosai sarrafa kansa. Sun faɗaɗa ƙarfin wani 30% a cikin 2024. Ƙimar su na ketare ya fi na gida girma. Tazarar tana nuna ba sa gasa akan farashi kuma a ƙasashen duniya. Wasu ƙididdiga ta alama suna nunawa.
Wannan wasan kwaikwayo na Adele a Munich a cikin 2024? Babban allon LED mai murabba'in murabba'in mita 4,000 wanda ya sami rikodin Guinness? Unilumin ya yi hakan. Kasuwanci mai kyau.
Leyard ya kasance yana yin LED sama da shekaru ashirin, yayi hidimar majagaba lafiya -pitch LED, yana da zurfafa dangantaka a dakunan sarrafawa da cibiyoyin umarni. Samun Planar a cikin 2015 yana da wayo{3}} ya ba su alamar Arewacin Amurka maimakon ƙoƙarin tura sunan Leyard kai tsaye.
Zaren gama gari tare da kamfanonin biyu shine sarrafa sarkar samar da kayayyaki. Gilashin LED, ICs direba, masana'antu{1}mafi yawa a cikin{2}}gida. Farashin ƙasa da na Koriya ko Jafananci.
Amma haɗarin gaske ne. Wasu abokan ciniki suna cewa "babu samfuran Sinanci" koda lokacin da ƙayyadaddun bayanai sun fi kyau kuma farashin ya yi ƙasa. Wannan yanayin yanayin siyasa ba zai tafi ba.
Dabarun LG
LG shine lamba biyu.
Tafiya kan -zuwa{1}} Shugaban da Samsung akan komai zai zama rashin hikima. Ba su da haɗin kai na tsaye ko ma'auni. Don haka suna yin babban kan OLED maimakon.
Yana aiki. LG Nuni shine kawai mai samar da manyan fa'idodin OLED na{1} a duniya. Wannan baya canzawa nan bada jimawa ba{3}} gina ƙarfin OLED yana ɗaukar shekaru da babban saka hannun jari. OLED na gaskiya ya zama tsoho don babban nunin taga dillali na ƙarshe-. Stores na Apple, Louis Vuitton, irin wannan wurin.
Sun sayi Navori Labs a farkon 2024 -The Verge ya bayar da rahoton kusan dala miliyan 200- kuma yanzu suna da labarin software da za su faɗa tare da kayan aikin. Kasuwancin Cloud CMS ya ƙaddamar da wannan shekarar.
Ƙarƙashin ƙasa shine ƙarfin OLED yana ƙuntata. LG Nuni kawai yana da ƴan manyan layukan tsari{1} kuma faɗaɗa yana da jinkiri da tsada. Kuma sun daina yin gasa a bangon bidiyo na LED kai tsaye.
Dan wasa mai lamba biyu a kowace kasuwa dole ne ko dai ya sami keɓaɓɓen wuri inda za su iya zama lamba ɗaya, ko kuma a hankali shugaba ya cinye su. LG ya zaɓi bambanci. Ya zuwa yanzu yana aiki.
Matsayi
Ta jimlar kudaden shiga alamar dijital:Samsung, LG, Sony, Unilumin, Leyard
Ta hanyar kudaden shiga bangon bidiyo na LED:Unilumin, Leyard, Samsung
Ta hanyar sufurin nunin kasuwanci na LCD:Samsung, LG, NEC/Sharp
Sony Crystal LED yana da ingancin hoto mai ban mamaki. Amma ana siyar dashi don shirya fina-finai da kuma babban kamfani na ƙarshe{1}. Ba sa ƙoƙarin yin gasa akan ƙara.
Me Zai Girgiza Al'amura
Geopolitics shine babban al'amari. Masana'antun kasar Sin sun mamaye kasar Sin gaba daya. Wataƙila za a kulle su daga ayyukan gwamnatin Amurka da ayyukan tsaro gaba ɗaya. Turai ta zama fagen fama. Aiwatar da Dokar CHIPS a cikin 2024 da binciken kuɗin fito na EU kan EVs na Sinawa suna nuna ƙarin ɓarnawar fasaha.
Rage farashin MicroLED shine alamar tambaya ta fasaha. Idan farashin ya sauko sosai yana sake canza komai.
Wanene Yafi Girma?
Ya dogara da ma'anar.
Jimlar kudaden shiga:Samsung. Kodayake alamar dijital kuskure ce ta zagaye ga Samsung a matsayin kamfani.
Kudin shiga alamar dijital musamman:Har yanzu Samsung, LG na biyu. Tazarar na iya raguwa.
bangon bidiyo na LED:Unilumin lamba daya, Leyard na biyu.
LCD kasuwanci:Samsung.
Samsung yana da matsayi mafi ƙarfi gabaɗaya a duniya a cikin 2026, amma a cikin bangon bidiyo na LED musamman{1}wanda shine ɓangaren haɓaka{2}} masana'antun China ke kan gaba.
