新疆风采18选7

OLED屏幕正在成为主流

2020/1/5 21:16:25      点击:63

    

   RUGUONIGUANZHUSHOUJIXINGYE,NIHUIQINGCHUDIGANSHOUDAO,OLEDPINGMUZHENGZAICHENGWEIZHULIU,LCDPINGMUDESHENGCUNKONGJIANZHENGZAIBEIZHUJIANJIYA。ZAIZHEIZHONGQUSHIXIA,SHANGYOUGONGYINGSHANGMENYEZAIJINGLIXIPAI。

  《日经亚洲评论》报导,屏幕面板生产商Japan Display Inc。(日本显示器公司,简称JDI)正考虑出售旗下手机显示屏的主要工厂,消息称接手的极有可能是Apple或Sharp,这家坐落于日本白山的工厂,作价可能达700亿至800亿日元(约50亿人民币)。

  CIQIANYOUXIAOXICHENG,PINGGUOCHUZILIANGYI,SHOUGOUJDIDEBUFENCHANXIANHESHENGCHANSHEBEI,RUJIN,JIAOYISHENGJI,ZHENGGESHOUJIPINGMUMIANBANSHENGCHANXIANHUOJIANGBEIDABAOCHUSHOU,ZHEISHIJDIZHUYAODESHOUJIMIANBANGONGCHANG,RURUOCHUSHOU,YEJIUYIWEIZHEZHEIJIAGONGSITUICHULESHOUJIXIANSHIMIANBANDEZHULIUJINGZHENG。

  JDI的困境

  从名字就能看出,JDI在日本显示器产业举足轻重的地位。成立于2011年的JDI,整合了索尼、东芝、日立和松下四家的中小型显示器部门而成,曾为世界最大的中小型显示器制造商。

新疆风采18选7   DANXIANZAI,JDIQUESHISHIYUDAOLEYIXIEMAFAN。

新疆风采18选7   JINNIAN9YUE,JDIGONGBULE2019CAINIANZHONGQI(4ZHI9YUE)CAIBAO,CAIBAOXIANSHI,JDICHIXUKUISUN,KUISUNZONGE1086YIRIYUAN(YUEHERENMINBI70YIYUAN),ZIBUDIZHAIJINEKUODA,ERZHEIYIJINGSHIJDILIANXUDI11GEJIDULUDEKUISUN。

新疆风采18选7   JINNIAN4YUE,JDIXUANBUYULAIZIZHONGGUODALUYUTAIWANDIQUDE3JIAQIYE,JIUZUIDUO800YIRIYUANDEJINRONGZHIYUANDACHENGXIEYI,DANSUIHOU,SANJIAQIYELUXUTUICHU。

新疆风采18选7   DAOJINNIAN6YUE,JDIDECAIWUWENTISIHUBINGWEIDEDAOYOUXIAODEHUANJIE,BUDEYIXUANBUCAIYUAN1200REN,ZHANDAOLEJDIRIBENGUONEIYUANGONGZONGSHUDEDAYUESIFENZHIYI,DUOTIAOCHANXIANGUANBI,QIZHONGJIUBAOKUOCICISHOUGOUDEZHUTIBAISHANGONGCHANG;QUNIAN6YUESHANGRENDESHEZHANGYUEQIYIXINGYEXUANBUJIANGYUJINNIAN9YUE30RICIZHI,QIJIAN,YIMINGYIN******BEIKAICHUDEQIANGAOGUANZAIDONGJING******SHENWANG。

新疆风采18选7   JINNIAN12YUE,JDIZAICIHUODEZIJINYUANZHU。RIBENZICHANGUANLIGONGSIIchigoAsset ManagementXIANGJDICHUZI900YIRIYUAN(YUEHERENMINBI58YIYUAN)。ZHEILUNCHUZIZHONG,YEYOUPINGGUODESHENYING,PINGGUOYIJINGTONGYISUODUANFUKUANQIXIAN,BINGXIANGJDITOUZI2YIMEIYUAN。

新疆风采18选7   JDIBAISHANGONGCHANGJIANLIYU2015NIAN,HAOZI15YIMEIYUAN,PINGGUOCHULEJUEDABUFENQIAN。ERJDIHAIKUANDEFANGSHI,JIUSHIJIPINGGUODECAIGOUTIGONGYOUHUIJIAGE。

新疆风采18选7   DANHOULAIDESHIQINGNIYEZHIDAOLE,OLEDZHUJIANCHENGWEIZHULIU,ZHUYAOKEHUPINGGUODECAIGOUXUQIUXIAJIANG,JIEZHIDAOTINGCHANQIAN,BAISHANGONGCHANGDECHANNENGJINSHENGDIANFENGSHIQIDE50%ZUOYOU,JDIDEQIANKUANCHAOGUO8YIMEIYUAN。

  PINGGUODUIJDIKEYISUANSHIXIANGDANGGOUYISILE,BUJINCHUZIJIANGONGCHANG,HAILVCIYANHUANHAIKUANDESHIJIAN。

新疆风采18选7   GONGYINGLIANGUANLISHIPINGGUODENASHOUHAOXI,JIUXIANGFUCHIYINGTEERJIDAIYEWU,DAOZUIHOUJIANGQISHOUGOUYIYANG,JDIBEIPINGGUOCHIXIAYEHENHELI。BAISHANGONGCHANGMUQIANZUOJIA8.2YIMEIYUAN,JIBENSHANGDENGYU15YIDEJIANCHANGZIJINJIANQUQIANKUANLE。LINGYIGEQIANZAISHOUGOUFANGSHIXIAPU,TONGSHIYESHIPINGGUOLCDPINGMUZHONGYAODEGONGYINGSHANG。

  MUQIAN,JDIFABIAOSHENGMINGSHUO,MUQIANZHENGZAIKAOLVSUOYOUXUANZE,DANBUQUEDINGJIANGRUHECHULIGONGCHANG,YOUXIANGGUANXIAOXIHUITONGBU。SHIJISHANG,YUNYINGBULIDEJDILVCICHUANCHUJIANGBEISHOUGOUDEXIAOXI,QIZHONGBUFAHONGHAIJITUAN、HUAXINGGUANGDIANDESHENYING,BUGUO,ZHIDAOXIANZAI,JDIDEWEILAIYIRANSHANGWEIMINGLANG。

新疆风采18选7   XIAOXICHUANCHUHOU,Japan DisplayZAIDONGJINGDEGUPIAOSHANGZHANGLE8.2%,YEJIESIHUBIJIAOKANHAOZHEIYANGDEYUNZUO。

  问题出在哪?

  JDIYEWUYUDAOKUNNAN,ZUIHEXINDEYUANYIN,JIUSHIQIZHUYINGYEWU,YEJIUSHIXIAOCHICUNMIANBAN(ZHANDAOYINGSHOU80%YISHANG)DESHICHANGHUANJINGFASHENGLEGAIBIAN:

新疆风采18选7   RUJIN,OLEDZHENGZAICHENGWEIZHULIU。

  IHSMarketYUCE,JINNIANDISANJIDUOLEDXIANSHIPINGDESHICHANGGUIMODADAO47YIMEIYUAN,JIAOQUNIANTONGQIJIZENGLE30%,JINNIANJIANGYOU36%DEZHINENGSHOUJIDAZAIROUXINGOLEDPINGMU,DAO2020NIAN,ZHEIYIBILIJIANGSHANGSHENGZHI53%。

新疆风采18选7   ZUIZHONGYAODESHI,JDIDEZUIDAKEHUPINGGUO(ZHANDAOJDIYEWU60%YISHANG),KAISHIYONGBAOOLED:

  iPhone8以前,苹果是高质量LCD的代名词,那也是苹果与JDI的蜜月期。但正如你看到的,目前虽然iPhoneXR和iPhone11依然是LCD屏幕,但更高端的旗舰机均搭载了OLED屏幕

新疆风采18选7   XIAOXIXIANSHI,2020NIANQIUJIDEJIKUANXINiPhone,JIANGQUANXIANDAZAIOLEDPINGMU,ZHIYOUCHUANWENZHONGCHUNJIFABUDERUMENKUANiPhoneSE2,HUIXUANZELCDPINGMU。

新疆风采18选7   OLEDDEYOUSHIHENMINGXIAN,YOUYUQIZIFAGUANGDETEXING,SHIDEQITIANSHENGJUYOUJIAOGAODEDUIBIDU,HEISEGENGCHUNJING,YEGENGSHENGDIAN,SHIXIALIUXINGDEPINGXIAZHIWEN,YEZHIYOUPEIHEOLEDCAINENGSHIXIAN(LCDYEYOUXIANGGUANJISHU,DANHAIWEILIANGCHAN)。

新疆风采18选7   GENGZHONGYAODESHI,OLEDMIANBANGENGQINGBO,ZAI5GSHIDAI,YOUYUXINHAOYUANQIJIANDEZENGDUO,SHOUJINEIBUKONGJIANBUJUBIANDEGENGJIAYOUZHENDUIXING,YINEROLEDDEZHONGYAOXINGJINYIBUTUXIAN。SHENZHIJDIZIJIDOUCHENGREN,2021NIANPEIYOUOLEDPINGMUDEZHINENGSHOUJIJIANGCHENGZHULIU。

  DANSHI,JDIDEZHUANXINGXIANRANMANLEYIBU。2017NIAN,JDICHOUJI9YIZIJINZUJIANOLEDCHANXIAN,DANZHIDAOXIANZAI,ZHINENGSHOUJISHIYONGDEOLEDPINGMUYIRANMEIYOUDEDAOLIANGCHAN。

  BUGUO,JDIYIJINGKAISHISHENGCHANXIAOCHICUNDEOLEDPINGMU,BIRUPINGGUODEAppleWatch Series5SHIYONGDE,ZHENGSHILAIZIJDIDEPINGMU。RANER,GENJUGUOMINGQI(Ming-ChiKuo)DEBAOGAO,JDICHUQIDEDEGONGHUOBILIZAIZHIZHAN20%。

  ZHEIXIANRANSHIBUZUYITIANBUJDICAIWUDEDAKULONGDE。

新疆风采18选7   DANGRAN,LCDHAIBUHUIYIXIAZIBEITAOTAIDIAO,TAYIRANYOUZHESHICHANGKONGJIAN(BIRURUMENCHANPIN、TEDINGDEXIAOFEIZHEXIHAODENG),DANJDIZAILCDSHANGYEMIANLINZHEYANJUNDEJINGZHENGXINGSHI,BIRUYIJINGDONGFANGWEIDAIBIAODEGUOCHANCHANGSHANG,WANGWANGYOUZHEJIAGEYOUSHI。

新疆风采18选7   ZHEILIDELUOJISHI,FANZHENGLCDJIHUBUHUIYONGDAOQIJIANJISHANGLE(CHUPINGGUOWAI),HAIBURUXUANZEYOUZHEJIAGEYOUSHIDEGUOCHANGONGYINGSHANG。

  BIRUHUAWEIMate30XUANZELEHUAXINGGUANGDIAN,HONGMINoteXILIEXUANZESHENTIANMAHESHENCHAODENG,RUJIN,NIYIJINGHENSHAONENGKANDAOGUOCHANSHOUJICHANGSHANGXUANZEJDIDEPINGMULE。

  日本屏幕产业的落寞

  ZHEIBUZHISHIJDIDEKUNJING,ERSHIZHENGGERIBENXIANSHICHANYEYAOGONGTONGMIANDUIDEWENTI。

  XIAPUYIJINGBEIFUSHIKANGSHOUGOU,SONGXIAYEYUJINNIAN12YUEXUANBUJIANGZAI2021NIANQIANQUANMIANTINGZHISHENGCHANYEJINGXIANSHIQI(LCD)MIANBAN,SHENGXIADESDPJINGCIDENGDENGGONGSI,YEFENGGUANGBUZAI。2017NIAN,JDIHEJOLEDDEHEBING,YEMEINENGBANGZHURIXIMIANBANGONGYINGSHANGBUSHANGZHEIMENKE。

新疆风采18选7   SHIJISHANG,RIBENSHIZUIZAOBUJUOLEDDEGUOJIA,DANYINWEIJISHU、SHICHANGDENGZHONGZHONGYUANYIN,BINGMEINENGQUANMIANTOURU,ZUIZHONGBEIHANGUOCHAOLECHE。

  大尺寸液晶面板,排名前三的分别是京东方、LGD和三星;手机面板,也是三星和国产供应商的主战场。

  CHULELCDYIWAI,GENGDAIBIAOWEILAIDEOLEDHEMicroLEDDENGJISHU,RIXIMIANBANCHANGSHANGJIHUMEIYOUXIANGGUANBUJU。BIRU,SUONIDIANSHIDEGAODUANCHANPINDEMIANBANLAIZILG,ZHONGDUANYEJINGMIANBANLAIZITAIWANYOUDAHEDALUDEJINGDONGFANG。

  JDI所失去的苹果订单,也是被中韩吃下。明年,京东方将成为iPhone的供应商,与三星共同向iPhone供应OLED屏幕。

新疆风采18选7   OLEDXINGYE,HANGUOYOUZHEMINGXIANDEYOUSHI,ZHONGGUOCHANGSHANGZEZAIJIJIYANFATOUCHAN;ERLCDFANGMIAN,DACHICUNHEXIAOCHICUNDETOUMING,FENBIESHIHANGUOHEZHONGGUO。RENHEYIGEXIFENLINGYU,RIBENXIANSHICHANYE,SIHUDOUMEIYOUJUEDUIDEYOUSHILE。

  JDIDEKUNJING,YEZHESHECHULEZHENGGERIXIXIANSHICHANYEDELUOMO。

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