Dispela askim i hat moa long wanem ol manmeri i ting. "Bikpela" i min wanem? Total reveniu? Dijitel sain reveniu stret? Ol i salim pinis ol yunit? Maket sea? Ol narapela narapela bekim i kamap bihainim wanem kain 'metric' yu makim.
Samsung
Samsung em i namba wan long olgeta. Ol i save wokim olgeta samting-ol panel, ol sip, memori, ol displei, ol LED modul. Samsung Display i save saplaim AMOLED long hap bilong indastri, na bihain Samsung Electronics i save resis wantaim ol wankain kastoma wantaim ol prodak we ol i wokim pinis.
Wall Pro MicroLED we ol i bin lonsim long 2024 em i gutpela tru. Ol i bin wok long pusim dispela sabskripsen model-hatwea na CMS na analitiks i bung wantaim. Smatpela muv bilong kisim mani oltaim.
Tasol dispela em samting. Toktok wantaim husat manmeri i wokim ol LED vidio wol projek long liklik baset na ol bai tokim yu olsem Samsung i save putim prais bilong ol yet long 60% bilong ol sans. Ating moa. Ol kampani bilong Saina bai givim 30% daunbilo long ol wankain samting. Samsung i wok long bihainim ol 'premium' segmen na larim olgeta narapela i pait long ol narapela.
EMEA na Not Amerika maket sea bilong ol long ol LCD komesel displei i bin stap bikpela. IHS Markit data i soim dispela oltaim.
Sampela data (wantaim ol tok lukaut)
Ol ripot bilong indastri i kam long Futuresource na AVIXA i putim global dijitel sain maket long$31-35 bilienbilong 2026. Dispela mak i bikpela tasol dispela em samting i save kamap taim yu traim long makim wanem samting i olsem "dijitel sain."
Raf estimet bilong we ol bikpela pilaia i sindaun:
Samsung Electronics- klostu long $5-6 bilien long dijitel sain reveniu, 18-20% maket sea long wol. Strong long LCD, LED, MicroLED, OLED.
LG Elektroniks- $3-4 bilien, klostu 11% sea. OLED em i lukluk bilong ol.
Unilumin- samting olsem $1.1 bilien (7.4 bilien RMB), namba wan long LED stret wantaim 10% bilong dispela hap.
Leyard- klostu long $1 bilien, klostu 15% bilong LED segmen. Ol i gat Planar long Not Amerika we em i bikpela samting.
Sony- i hat bikos ol i save bungim ol profesenel displei wantaim ol brodkas ikwipmen insait long ol fainensel bilong ol. Wanpela namba bilong $1.5-2 bilien i stap tasol dispela i inkludim ol samting we i no gat ol sain.
LED Video Wol Situesen
Dispela em i hap we ol samting i wok long senis hariap tru.
Unilumin i winim Leyard long reveniu long 2023. Ol ripot bilong ol long wanwan yia i soim olsem, Omdia statistiks i soim olsem. Leyard em i bin lida we i no gat tok pait long en i no long taim i go pinis.
Bilong wanem Unilumin i winim? Fektori bilong ol long Shenzhen i gat planti masin. Ol i skruim wok bilong ol long 30% moa long 2024. Ol winmani bilong ol long ovasis i antap tru long winmani bilong ol insait long kantri. Dispela spes i soim olsem ol i no resis moa long prais long ol narapela kantri. Sampela 'brand premium' i wok long kamap.
Dispela Adele konsert long Munich long 2024? Bikpela 4,000 skwea mita LED skrin we i kisim rekot bilong Guinness? Unilumin i bin wokim dispela. Gutpela maketing.
Leyard i bin wok long wokim LED long moa long 20 yia, em i bin kirapim gutpela -pitch LED, na em i gat gutpela rilesensip insait long ol 'control room' na 'command center'. Taim ol i kisim Planar long 2015 em i gutpela tru-i givim ol wanpela bren bilong Not Amerika na ol i no traim long pusim nem bilong Leyard stret.
Wanpela samting we tupela kampani i wankain long en em i 'supply chain control'. Ol LED sip, ol draiva IC, wokim ol samting-planti taim insait long-haus. Ol kos i daunbilo long ol kompetisen bilong Korea o Japan.
Tasol ol hevi i stap tru. Sampela kastoma i save tok klia olsem "no gat ol bren bilong Saina" maski ol 'specs' i gutpela na prais i liklik. Dispela 'geopolitical' situesen i no inap pinis.
Strateji bilong LG
LG em i namba tu.
Sapos yu go het-long-het wantaim Samsung long olgeta samting dispela i no gutpela. Ol i no gat wankain 'vertical integration' o skel. Olsem na ol i bet bikpela long OLED.
Em i wok. LG Display em i wanpela saplaia tasol bilong ol bikpela-fomat OLED panel long wol. Dispela i no inap senis klostu taim-wokim OLED kapasiti i save kisim planti yia na bikpela invesmen. Transparent OLED i kamap olsem 'default' bilong ol 'high-end ritel windo displei. Ol stua bilong Apple, Louis Vuitton, dispela kain ples.
Ol i bin baim Navori Labs long stat bilong 2024-The Verge i bin ripotim samting olsem $200 milien-na nau ol i gat wanpela stori bilong sofwet wantaim ol 'hardware'. Business Cloud CMS i bin lonsim long wankain yia.
Samting nogut em OLED kapasiti i sot. LG Display i gat sampela bikpela-fomat lain tasol na wok bilong skruim em i isi na i gat bikpela pe. Na ol i lusim pasin bilong resis long ol LED vidio wol stret.
Namba tu pilaia insait long olgeta maket i mas painim wanpela spes we em i ken kamap namba wan, o isi isi lida i mas kaikaim em. LG i makim 'differentiation'. I kam inap nau em i wok gut.
Ol ranking
Long olgeta mani ol i kisim long dijitel sain:Samsung, LG, Sony, Unilumin, Leyard
Long LED vidio wol reveniu:Unilumin, Leyard, Samsung
Long ol LCD komesel displei sipmen:Samsung, LG, NEC/Sharp
Sony Crystal LED i gat gutpela piksa tru. Tasol em i gat prais bilong wokim piksa na ol bikpela kampani. Ol i no traim long resis long volium.
Wanem samting bai seksekim ol samting
Jiopolitiks em i bikpela samting. Ol kampani bilong Saina i bosim Saina olgeta. Ol i ken lus aut long gavman na difens projek bilong Amerika olgeta. Yurop i wok long kamap wanpela ples bilong pait. CHIPS Act i kamap long 2024 na ol wok painimaut bilong EU long ol EV bilong Saina i soim olsem ol bai rausim moa teknoloji.
Daunim kos bilong MicroLED em i askim mak bilong teknoloji. Sapos ol kos i go daun tru dispela i save senisim olgeta samting.
Husat i Bikpela?
I dipen long mining bilong en.
Total reveniu:Samsung. Maski dijitel sain em i wanpela rong bilong Samsung olsem wanpela koporesen.
Dijitel sain reveniu stret:Samsung yet, LG namba tu. Ating spes i wok long go liklik.
LED vidio wol:Unilumin namba wan, Leyard namba tu.
LCD komesal:Samsung.
Samsung i gat strongpela posisen long wol long 2026, tasol long ol LED vidio wol stret-we em i groa segmen-ol manifakta bilong Saina i go pas long en.
