Ŵanthu ŵakuru awo ŵakupeleka vinthu ku ŵanthu ŵachoko na ŵapakati - pa mapanelo, Shenzhen Tianma (000050.SZ) na Visionox (002387.SZ) ŵali kufumiska malipoti ghatatu gha kotala mu mazuŵa ghaŵiri ghajumpha. Mu vigaŵa vitatu vyakwamba vya chaka chino, ndalama za Shenzhen Tianma zikakhira na 3.15%, ndipo Visionox wakataya 26.76 miliyoni yuan. Ici cikulongora kuti mafakitale gha mu nyumba na ghapakatikati - size gha panelo ghali mu nyengo ya kusintha kufuma ku LCD screens ku vithuzithuzi vya OLED. Ndalama izo zikusangika mu vithuzithuzi vichokovichoko na vyapakati vya LCD zikuchepa, ndipo vithuzithuzi vichoko na vyapakati vya OLED vikukhumbaso kukura na phindu.
Shenzhen Tianma (000050.SZ) wakafumiska lipoti lake latatu la -quarter pafupifupi mise ya October 27, kulongora kuti mu vigaŵa vitatu vyakwamba vya chaka chino, ndalama zakugwira ntchito za Shenzhen Tianma zikaŵa 22.68 biliyoni yuan, chaka-} chaka cha 3.15%; phindu ilo likupangika na amama likaŵa 1.23 biliyoni yuan, chaka -on- chaka chakukwera cha 19.04%. Pakati pawo, mu kotala yachitatu, ndalama za Shenzhen Tianma zikaŵa 8.63 biliyoni yuan, chaka-}on- chaka chakuchepa cha 2.27%; phindu ilo likapangika chifukwa cha kampani ya ŵapapi likaŵa 486 miliyoni yuan, chaka -on- chaka chakukwera cha 24.61%. Kucepa kwa ndalama kukaŵa kwakucepa ndipo kukura kwa phindu kukasazgikiranga.
Shenzhen Tianma ndiyo wakupeleka chomene LTPS LCD LCD (pasi {nthew {{- temperature polysilicon- liquid crystal) mafoni, ndipo wakukura ku AMOLED yakusinthasintha. Mu kotala yachitatu ya chaka chino, kupereka kwa Shenzhen Tianma kwa nonfam - kupelekeka kwa magawo kukukwezga ndalama zakukwana 5.56 biliyoni yuan kwa chigaŵa chachiŵiri cha chigaŵa chachiŵiri cha Wuhan Tianma''s 6th 6th's 6th extth - kuseŵezeska LTPS AMOLED AMOLED AMOLED. Ntchito iyi yikukhazga kuti yizamunjira mu vyakupangapanga kuumaliro wa chaka chino. Xiamen Tianma 6th muwiro wa 6th wakusinthasintha AMOLED line panel line panel wayamba chaka chino.
Mu ubwezi wa ŵamalonda pa Seputembala 24, Shenzhen Tianma wakayowoya kuti vinthu vyakuwoneska vya mafoni gha pa foni nga ni mafoni gha vinjeru sono vikupanga 70% ya ndalama, ndipo vinthu vyakuwoneska vyaluso nga ni magalimoto, kulaŵilira kwa mafakitale, na vyakuchizga vya munkhwala vya 30% ya ndalama. Chifukwa cha umo muliri uwu ukukhwaskira, ŵanthu ŵakukhumba mafoni gha 5G ghakuchedwa chomene kuluska umo ŵakaghanaghaniranga, ndipo mu -}vehihihihiple shows nayo yikukumana na masuzgo mu nyengo yichoko waka. Kweni, kusintha kwa mafoni gha 5G 5G nkhwakuzirwa chomene, ndipo magalimoto ghaphya gha nkhongono na kwendeska galimoto kwambura munthu vizamupangiskaso kuti msika wa infal in {-}vehilcle.
Pakuyowoya za mzere wa kupanga AMOLED, chigaŵa chakwamba cha Wuhan Tianma 6{{ 1}} geronity AMOLED project yakhala mass -kupanga na kutumizgika ku makasitomala a brand nga ni Xiaomi, Lenovo, Lenovo, Asus, TRANSSION, HTC, LG, etc., ndipo sono wakusintha kufuma ku rigd kufika ku kusintha. Ŵakugomezga kuti vyose ivyo vikupangika mwakusinthasintha vizamufumiskika kuumaliro wa chaka chino; Chigaŵa chachiŵi cha ntchito iyi nkhupanga vithuzithuzi vyakusinthasintha, ndipo kupanga vinthu vinandi kukulindizgika kuti kuyambe kuumaliro wa chaka chino. Mu 2021, nkhongono ya Shenzhen Tianma yakusinthasintha yizamunjira mu nyengo yikuru yakufumiskiramo, ndipo mzere wa Xianmen 6-m'badwo uzamuŵikika mu kupanga mu 2022.
Mu bizinesi ya LTPS LCD, Shenzhen Tianma wakupangika na ŵanthu ŵanandi ndiposo kuti vinthu vinyake vyakuguliska vyasazgikira mwakuyana, ndipo kuguliska vinthu vya munkhwala kwasazgikira chomene. Vinthu ivi vyapachanya {{1}ded vyakupangika na ŵanthu vyakhozgera kuchuluka kwa phindu. Shenzhen Tianma nayo wakupanga vinthu vyakupangika mwamwamphu nga ni pasi pa -screen vimanyikwiro vya minwe na makamera ghapasi pa -screen, na kusazgirako chiŵelengero cha kuloŵa cha LTPS LCD panels pakati pa - size (matebulo, malaputopu) na magalimoto kuti ŵasazgireko umoyo wa mafakitale wa LTPS LCD.
Munthu munyake uyo wakupeleka vinthu vichoko waka na vyapakati (002387.SZ) wakafumiska lipoti lake latatu-quarter pafupifupi mise ya October 26, kulongora kuti Visionx yikasanga ndalama zakukwana 2 biliyoni yuan mu vigaŵa vitatu vyakwamba vya chaka chino, chaka -on- chaka chikukwera kwa 6.63%; phindu la kutaya phindu ilo likupangika na mupapi likaŵa 2676. 10,000 yuan, kuchuluka kwa 55.63% chaka - - chaka. Pakati pawo, mu kotala yachitatu, Visionox yikasanga ndalama za 840 miliyoni yuan, chaka{-}on- chaka chakukwera cha 9.8%; phindu la kutaya phindu ilo likupangika na mupapi likaŵa 120 miliyoni yuan, chaka -on- chaka chakukwera cha 49.43%.
Kupambana na Shenzhen Tinama, uyo sono wakuŵika mtima pa mapanelo gha LTPS LCD, vinthu vya Visionox vyose ni mapanelo ghakusinthasintha gha OLED. Kuyeruzga kufuma ku malipoti ghake ghatatu gha kotala, bizinesi yake yakusinthasintha ya OLED panel yichali kutayika ndipo yichali mu nyengo ya ramp -p nyengo yakupanga.
Mu ubwezi wa ŵamalonda pa Seputembala 16, Visionox wakati mzere wa ku Kunshan 5.5 na mzere wa Gu'an 6 walutilira kusintha vipambi vyawo na kugwiriskira ncito, ndipo mzere wa mibadwo ya Hefei 6 ukuzengeka. Ma screens ghamasalamusi ghamasalamusi ghakusinthasintha ghapelekeka ku makasitomala nga ni Xiaomi, LG, ZTE, Nubia, na Transsion. Pakuyowoya za vyakuvwara, vyakusinthasintha vya OPPO Watch, foni ya ku Nubia, na vinthu vyakuvwara vyakusinthasintha vya Humi.
Chen Jun, uyo wakasanda vya Qunzhi Consulting, wakati pa ungano wa Industry wa Industry wa ku China uwo ukachitika mu 2020 pa OLED pa October 17 kuti tekinoloje ya OLED yikulongora kuti ŵanthu ŵakupambanapambana ndiposo ŵakupambanapambana. Mapanelo ghake gha foni ghamahara ghakusazgapo vithuzithuzi vyakukhozga na vithuzithuzi vyakusinthasintha, ndipo vithuzithuzi vyakukhozga vingaŵikika pa skrini. Fingerprint, pasi pa- screen kamera na vinthu vinyake vya tekinoloje, vithuzithuzi vyakusinthasintha vingagaŵika mu vithuzithuzi vinayi vyakukhota, vithuzithuzi vyakupindika, na vinyake. Mu 2021, pazamuŵa kutuluka kwa chinthu cha pa skrini cha reel, icho chizamupangiska kuti paŵeso chiwoneskero chakusinthasintha.
Pa October 27, mtengo wa Shenzhen Tianma ukakwera na 1.42% kufika pa 14.99 yuan pa chigaŵa chilichose; Mtengo wa malonda wa Visionox ukakhira na 1.21% kufika pa 13.05 yuan pa chigaŵa chilichose.
