Panel Duo Battle So TCL mfiridwuma betumi adi Boe so nkonim? TCL Technology sika a wɔde tɔ nneɛma no akɔ soro mfe anum a ɛtoatoa so, na tumi kɛse a ɛkanyan wɔn ma mprempren ɛrekɔ soro ne sɛ wɔde panel a wɔyɛ no bɛkɔ baabi foforo. Bere a TCL agye n’adwuma dedaw no akyi no, akɔ so de sika ahyɛ nkabom ne adetɔ mu wɔ semiconductor field no mu. Korea nnwumakuw a wɔayi wɔn afi hɔ nnidiso nnidiso no ama hokwan pii aba wɔ ɔman no mu LCD panel nnwumakuw no mu. Na TCL mfiridwuma ne BOE, sɛ ɔman no mu panel abran atitiriw abien no, bɛfa kyɛfa no mu dodow no ara. Sɛ yegyina panel a ɛwɔ hɔ dedaw no so bu atɛn a, wɔde nkakrankakra repopa nsonsonoe a ɛda TCL mfiridwuma ne BOE ntam no afi hɔ, na ɛda adi sɛ ɛbɛboro BOE so abɛyɛ wiase no mu LCD panel a ɛso sen biara a wɔde ma.
Wɔ November 6 no, TCL Technology de nkɔsoɔ ho amanneɛbɔ bi too dwa wɔ adwumakuo no kyɛfa a wɔde wɔn ho hyɛɛ ɔmanfoɔ a wɔde wɔn ho hyɛɛ mu a ɛyɛ 100% equity wɔ Zhonghuan Electronics mu. Eyi akyi no, TCL ntrɛwmu a ɛkɔ so kɔ nnwuma a ɛwɔ soro no mu afe yi. Data kyerɛ sɛ TCL mfiridwuma no wiee agyapadeɛ nhyehyɛeɛ foforɔ ne deɛ wɔde bɛma wɔ afe 2019 mu, na ɛyii ne nnwuma dedaw no bi firii mu. Ɛnnɛ, n’adwumayɛ nhyehyɛe titiriw ne semiconductor display ne materials adwumayɛ, mfiridwuma sikasɛm ne sikasɛm mu adwumayɛ, ne nnwuma akɛse abiɛsa afoforo. Efi bere a wɔsan hyehyɛɛ n’adwuma no, TCL de nsiyɛ ayɛ sika a wɔde bɛto mu ne nkabom ne nneɛma a wɔbɛtɔ a wɔde wɔn ho ato semiconductor nnwuma nkɔnsɔnkɔnsɔn no so denneennen.
BOE ne TCL Huaxing yɛ China LCD panel abran atitiriw abien. Efi afe 2009 no, BOE ne TCL Huaxing de akansi bi a ɛfa tumi a wɔde yɛ nneɛma ho no afi ase. Boe de 10.5-awo ntoatoasoɔ a ɛdi kan a ɛdi kan wɔ wiase wɔ afe 2017 mu no, Boe yɛɛ adwuma koraa. Sɛnea ɛbɛyɛ a wobenya wiase nyinaa LCD panel kannifo no gyinabea no, TCL Huaxing de awo ntoatoaso 11 a edi kan no yɛɛ adwuma wɔ afe 2019. Efi afe 2018 no, panel bo so atew, na nnwumakuw dodow no ara a wɔwɔ nnwuma no mu no ahwere ade.
Nanso, wɔ nsɛm a ɛfa wiase nyinaa LCD panel boɔ a ɛkɔɔ so kɔɔ fam wɔ afe 2018 mu no, TCL Huaxing de ne ho too ne ka a wɔhwɛ so no so sɛ ɛbɛma ne mfasoɔ a ɛwɔ afe yi mu no ayɛ ketewa koraa sene wɔn a wɔne wɔn resi akan no, na ɛnam so ama ayɛ nea ɛwɔ tebea a ɛyɛ LCD panels no mu. Ɛsan nso kuraa ntrɛwmu no mu, na ne dibea no huruw fii nea ɛto so anum kɔɔ nea ɛto so abien wɔ wiase nyinaa LCD panel gua so. Bere a-size panels akɛse no bo kɔ so hwe ase no, wɔ afe 2019 awiei no, Japanfo ne Koreafo a wɔyɛ nneɛma pii de too gua sɛ wɔbɛtwe wɔn ho afi LCD gua so. Wiase nyinaa baguafo adwuma no de nsakrae kɛse aba na ɛsan nso de mfitiase nneɛma a wɔde ma no baa awiei.
Ɛnam nkɔsoɔ a aba wɔ nneɛma a wɔde ma ne nea wɔhwehwɛ mu nti, ɛboɔ a ɛwɔ-size panels akɛseɛ mu no akɔ so akɔ soro afe yi, na Korea nnwumakuo a wɔatwe wɔn ho awieɛ no ama hokwan pii a ɛwɔ hɔ ama ɔman no mu LCD panel nnwumakuo. Sɛnea ɛbɛyɛ a wobenya BOE no, afe yi TCL nyaa kyɛfa 80.831% wɔ Nanjing CLP Panda G8.5 awo ntoatoaso line no mu. TCL Huaxing nyaa Samsung Suzhou dua no. Samsung Suzhou adwumayɛbea no wɔ awo ntoatoaso 8.5 LCD panel production line, a abɛyɛ wiase no mu TV panel shipments akɛse no ne nea ɛto so abien, na wɔayɛ nhyehyɛe sɛ wɔbɛka abom wɔ 2021 afe a ɛto so abiɛsa a edi kan no mu.Nkɔanim kɛse a ɛbɛba wɔ tumi a TCL LCD panel ahorow no wɔ no betumi ama nsonsonoe no ne Boe ntam kwan no ayɛ mmerɛw. Wɔ afe yi fã a ɛtɔ so nnan mu no, ebia TCL Huaxing bɛboro BOE so abɛyɛ wiase no mu nea ɛso sen biara a ɛde LCD panels ma TV ahorow.
Sɛnea amanneɛbɔ abiɛsa a ɛto so abiɛsa a TCL mfiridwuma de too gua wɔ October 29, fi January kosi September 2020, a egyina nhyehyɛe foforo koro no ara so no, TCL mfiridwuma nyaa adwumayɛ mu sika a ɛyɛ yuan ɔpepepem 48.71, nkɔanim a ɛyɛ 18.4% afe-}wɔ-afe, ne nea wonya fi mu a wobetumi anya afi nnwumakuw a wɔakyerɛw wɔn din no mu ne nnwumakuw a wɔde wɔn ho hyɛɛ mu no yɛ 2.03.0.0.0.0. Bere a wɔayi biako-bere nhyehyɛe mu mfaso afi mu akyi no, mfaso a wonya fi nnwumakuw a wɔakyerɛw wɔn din mu no mu kyɛfa a wonya no kɔɔ soro 28.9% afe-wɔ-afe no so.
Wɔn mu no, mfasoɔ a ɛfiri nnwumakuo a wɔakyerɛw wɔn din mu wɔ afe a ɛtɔ so mmiɛnsa no mu no yɛ yuan ɔpepem 817, afe-wɔ-afe nkɔanim a ɛyɛ 68.5%. Adwumakuw titiriw TCL Huaxing nyaa mfaso a ɛyɛ yuan ɔpepem 700 wɔ afe a ɛto so abiɛsa no mu, na ne adwumayɛ ho ntoboa no yɛ 85%. TCL mfiridwuma no adwumayɛ wɔ afe a ɛtɔ so mmiɛnsa no mu no boroo nea wɔhwɛɛ kwan no so, titiriw esiane TCL Huaxing tumi mu mfaso nti. Nneɛma a wɔyɛ no kɛse-kɛseɛ no yɛ T1, T2, ne T6 no nyaa nneɛma a wɔyɛ ne ne tɔn a edi mũ. Beae a wɔtɔn nneɛma no duu mita ahinanan ɔpepem 20.71, na ɛyɛ afe-akɔ soro 44.9% wɔ-afe no so, na adetɔn dodow no duu ɔpepem 34.48. , nkɔanim a ɛyɛ 14.9% afe-wɔ-afe, na TV panel gua so kyɛfa kɔɔ soro koduu nea ɛto so abien wɔ wiase.
TCL Huaxing nso maa agodie a edi mũ maa-awo ntoatoaso line no nnwumayɛ mu mfaso wɔ Super-kɛse ne soro-nsɛm a wɔka kyerɛ mu. The 55-inch gua so kyɛfa kɔɔ so kɔɔ so kuraa wiase gua so kyɛfa kɛse, 32-inch gua so kyɛfa a ɛto so abien wɔ wiase, na 65-inch ne 75-inch gua so kyɛfa kɔɔ soro sen biara sen biara a ɛsen biara abiɛsa, 75-inch 8k Mled Star Screen were no yɛɛ actived-produced- gua, na a ɛyɛ actived field, na itsed field, na idvodeed under device, ne akyi no kyerɛ under device, ne akyi no kyerɛ undise deposited, na 10. wɔ wiase. Ne kɛse ne tumi titiriw a ɛma TV so nnua nyin. Wɔ nnansa yi mfe mu no, wiase nyinaa TV a wɔtɔn no akɔ so ayɛ ɔpepem 220-230, nanso sɛ wɔkyekyem pɛpɛɛpɛ a, ne kɛse akɔ so ayɛ kɛse.
Ne kɛse kyerɛ sikasɛm ne adwumayɛ a ɛkɔ so yiye. Sɛ yɛfa 7.5-generation line ne 10.5-generation line no sɛ nhwɛsoɔ a, yɛfa no sɛ nneɛma mmienu no nso twa 65-inch products, 7.5-generation line no tumi twa panel substrates mmiɛnsa pɛ na utilization rate no yɛ bɛyɛ 64% pɛ. 10.5 generation line no tumi twa panels 8, na substrate utilization rate no boro 80%. Mprempren, sɛnea wɔn a wɔyɛ nneɛma ahorow no nhyehyɛe kyerɛ no, ebedu afe 2022 no, Boe, China Star, LG ne Foxconn ne akuw afoforo a wɔyɛ nneɛma no bɛyɛ awo ntoatoaso a ɛyɛ 10.5 ason wɔ mmeae ahorow. Eyinom bɛyɛ tumi titiriw a wɔde yɛ nneɛma foforo a wɔde yɛ nneɛma a wɔde yɛ nneɛma akɛse wɔ mfe kakraa a edi hɔ no mu.
Ebia mprempren nsakrae a ɛba LCD adwuma no mu no aba. Wɔ akyi a ɔman no mu LCD a wɔyɛ no akɔ soro na mfiridwuma no anyin no, Koreafo a wɔyɛ nneɛma no nni mfaso biara. Sɛnea ɛbɛyɛ a LG ne Samsung bɛtew nneɛma a wɔhwere so no, wɔrepia ade no afi LCD so akɔ OLED so na wɔadum LCD ahorow bi. Wɔ nnwuma a wɔyɛ no mu no, wɔayɛ nhyehyɛe sɛ wɔde nkakrankakra bɛdan 8.5-awo ntoatoaso no akɔ OD-OLED TV panels so na wɔakwati nkɛntɛnso a ɛreba wɔ nneɛma a wɔyɛ wɔ ɔman no mu a ɛwɔ ɔman no mu no so. Mprempren panel bo no akɔ fam. Sɛ yɛhwɛ sɛnea nneɛma a wɔyɛ wɔ ɔman no mu no kɔ soro ne Koreafo nneɛma a wɔyɛ no a woyi fi hɔ a, LCD bo no de bo a ɛkɔ soro kyinhyia no reba. Daakye, bere a wɔde Gen 10.5 nhama pii gu nneɛma a wɔyɛ mu no, ɔman no mu nneɛma a wɔyɛ no betumi aboro South Korea na abɛyɛ wiase nyinaa baguafo adwuma a ɛwɔ tumi kɛse.
