Nk’uko bigaragazwa na raporo z’urusobe rwa interineti, amakuru yatanzwe avuga ko vuba aha, telefoni igendanwa ya Huaqiang y'Amajyaruguru hamwe na LCD yo gusana imashini itwara imashini (TDDI) yatangiye kuzamura ibiciro, igera kuri 50%.
Kwinjira 2023, isoko rya terefone rikomeza kuba rike.UkurikijeUbujyanama bwa Tiburon.Raporo iheruka ya IDC yerekana ko ingaruka z’ubukungu butajegajega ndetse n’ifaranga ryinshi, bikagabanya ibiteganijwe koherezwa ku isi ku isi muri uyu mwaka, bivuye ku izamuka ry’umwaka wa mbere byari byiyongereyeho 2.8%, kugira ngo hagaragaze ko ubukungu bwifashe nabi, hafi 1,1% byagabanutse ku bicuruzwa nabyo byagabanutse. Miliyari 1.19.
Kubera isoko ridakenewe, ibarura ryabakora chip yabashize guhera umwaka ushize bizakomeza kugeza mugihembwe cyambere cyuyu mwaka.Byumvikane ko hari umubare munini wibarura ryabakora chip yimodoka umwaka ushize, Aptar yemeye kugabanuka kubarura no gutakaza gushidikanya mugihembwe cya gatatu cyumwaka ushize, hamwe na miliyari 2.497 NTD;Biteganijwe ko imigabane ya Weir izatanga igabanuka ry’ibarura rigera kuri miliyari 1.34 kugeza kuri miliyari 1.49 NTD umwaka ushize.
Kugeza ubu, abakora ibicuruzwa bya terefone ngendanwa gukurura ingufu ntibihagije, gutwara chip chip iracyari kurwego rwo hasi.Abasesenguzi berekana ko ku isoko ry’ikirango cya terefone ngendanwa, impuzandengo y’ibiciro bya shoferi ya terefone igendanwa yagabanutse kuva ku madolari 3 umwaka ushize igera ku $ 1.3, kugeza ubu ikaba yagumishijwe hafi $ 1.3.DAMOiteganya ko ibiciro bya TDDI bishobora gukomeza kugabanuka 0-5% muri Q2, bikagabanuka kuva 5-10% kugabanuka muri Q1;OLED reba, ibiciro nabyo byahagaze neza kubera kwiyongera kwinshi no kongera ibicuruzwa bitangwa.
Ariko gusana ecran yisoko yimodoka ya chip iherutse gutangira kuzamura ibiciro.Byagaragaye ko chip yo gusana imashini yo gusana chip umwaka ushize, itangwa ryagabanutse kugera kuri $ 1.2, ariko vuba aha ryaretse kugwa no kuzamuka kugera kuri $ 1.4-1.8, kwiyongera cyane 50%.
Isoko ryo gutanga amasoko ryerekanye ko iyi ntera yo kubungabunga terefone igendanwa ya ecran ya chip igiciro cyiyongera ntabwo ari ukubera ibyifuzo, ahubwo ni urwego rwo gutanga imyitwarire yo kwifasha.Kuva mu mpera z'umwaka ushize kugeza mu ntangiriro z'uyu mwaka, ibiciro bya terefone igendanwa yo gusana ibiciro bya chip yagumye hasi, abayikora bari mu gihombo kirekire.Mu rwego rwo kunoza imiterere yubucuruzi no kongera inyungu, abayikora kubwimpanuka bazamuye igiciro cya terefone ngendanwa yo gusana imashini ya chip.
Nyamara, terefone ngendanwa yo gusana imashini ya chip isoko ni ntoya ugereranije nisoko rusange, kandi izamuka ryibiciro ntirizatuma isoko ryibicuruzwa rizamuka.Kandi kuberako gusana ecran ya chip igiciro cyumuvuduko ntabwo itwarwa nibisabwa, ariko kandi ntabwo ifite kamere irambye.Abasesenguzi bagaragaje ko niba isoko rya terefone ngendanwa ridashyushye, biteganijwe ko muri Kamena - Kanama gusana ibiciro bya shoferi ya chip ibiciro bitazashobora gukomeza kuzamuka, ndetse bishobora no kugabanuka.
Kugeza ubu, ibiciro bya terefone ngendanwa ya LCD biri ku rwego rwo hasi, kandi isoko nayo irashobora guhindukaOLEDgukanda, abakora LCD bazakomeza gutakaza amafaranga mugihembwe cya mbere.Ingaruka zibi, ibiciro bya chiperi ya LCD nabyo biragoye cyane kuzamuka.Abasesenguzi bemeza ko uburyo bwiza bwa terefone ngendanwa LCD ikora chip ikora muri uyu mwaka atari ukubona cyangwa gutakaza.
Igihe cyo kohereza: Werurwe-20-2023