Mubvunzo uyu wakaoma kupfuura zvinofungwa nevanhu. Chii chinonzi "chikuru" chinorevei? Mari yese? Digital signage revenue chaizvo? Units dzakatumirwa? Mugove wemusika? Mhinduro dzakasiyana zvachose dzinobuda zvichienderana nekuti ndeipi metric yakasarudzwa.
Samsung
Samsung ndiyo nhamba yekutanga zvachose. Vanogadzira zvese-mapanera, machipisi, ndangariro, masikiritsi, maLED module. Samsung Display inopa AMOLED kuhafu yeindasitiri, uye ipapo Samsung Electronics inokwikwidza kune avo vakafanana vatengi vane zvigadzirwa zvakapedzwa.
Iyo Wall Pro MicroLED yakatangwa muna 2024 yainakidza. Vanga vachisaidzira iyi modhi yekunyoresa-hardware pamwe neCMS pamwe neanalytics zvakaunganidzwa pamwechete. Smart kufamba kune inodzokororwa mari.
Hechino chinhu asi. Taura kune chero munhu ari kuita LED vhidhiyo emadziro mapurojekiti pane bhajeti uye ivo vanokuudza iwe Samsung mitengo ivo pachavo kunze kwe60% yemikana. Pamwe zvimwe. Vagadziri veChinese vanozotora 30% yakaderera kune yakafanana specs. Samsung iri kutevera chikamu che premium uye ichirega vamwe vese vachirwa pamusoro pevamwe.
Yavo EMEA neNorth America musika mugove mune LCD kutengeserana kuratidza wanga uchitonga. IHS Markit data inoratidza izvi nguva dzose.
Dzimwe Dhata (NeCaveats)
Mishumo yeindasitiri kubva kuFuturesource neAVIXA inoisa musika wepasi rose wedhijitari$ 31-35 mabhiriyoninokuda kwe 2026. Iyo yakawanda yakawanda asi ndizvo zvinoitika kana uchiedza kutsanangura zvinorehwa se "digital signage."
Kufungidzira kwakakasharara uko vatambi vakuru vanogara:
Samsung Electronics- ingangoita madhora 5-6 bhiriyoni mumari yezviratidzo zvedhijitari, 18-20% mugove wemusika pasi rose. Yakasimba muLCD, LED, MicroLED, OLED.
LG Electronics- $3-4 bhiriyoni, inenge 11% inogovana. OLED ndiyo inotarisa kwavari.
Unilumin- ingangoita $1.1 bhiriyoni (7.4 bhiriyoni RMB), nhamba yekutanga muLED kunyanya ne10% yechikamu ichocho.
Leyard- ingangoita $1 bhiriyoni, inosvika 15% yechikamu cheLED. Ivo vane Planar muNorth America iyo yakakosha.
Sony- zvine hunyengeri nekuti vanounganidza zviratidziro zvehunyanzvi nemidziyo yekutepfenyura mumari yavo. A $1.5-2 bhiriyoni nhamba iripo asi iyo inosanganisira zvisiri zvezviratidzo.
Iyo LED Vhidhiyo Wall Situation
Apa ndipo panochinja zvinhu nekukurumidza.
Unilumin yakapfuura Leyard mumari muna 2023. Mishumo yavo yegore inozviratidza, Omdia stats inosimbisa. Leyard aive mutungamiri asina kupokana nguva pfupi yapfuura.
Nei Unilumin yakabata? Fekitori yavo yeShenzhen yakanyanya otomatiki. Vakawedzera huwandu humwe 30% muna 2024. Mhirizhonga yavo yemhiri kwemakungwa yakakwira zvakanyanya kupfuura yemuno. Mugero unoratidza kuti havachakwikwidza pamutengo zvakare pasi rose. Imwe brand premium iri kuratidza.
Iyo Adele konzati muMunich muna 2024? Iyo yakakura 4,000 square metre LED skrini yakawana Guinness rekodhi? Unilumin akaita izvozvo. Kushambadza kwakanaka.
Leyard anga achigadzira LED kweanopfuura makore makumi maviri, akatanga zvakanaka{{0}pitch LED, ane hukama hwakadzama mumakamuri ekudzora uye nzvimbo dzekuraira. Planar acquisition muna 2015 yaive nehungwaru-yakavapa zita rekuNorth America pane kuedza kusaidzira zita reLeyard zvakananga.
Iyo yakajairika tambo nemakambani ese ari maviri ndeye supply chain control. Machipisi eLED, maICs emutyairi, kugadzira-kunyanya -mumba. Mutengo wakaderera pane vekuKorea kana vekuJapan vanokwikwidza.
Asi ngozi dzacho ndedzechokwadi. Vamwe vatengi vanotaura pachena kuti "hapana maChinese brand" kunyangwe ma specs ari nani uye mutengo wakadzikira. Iyo geopolitical situation haisi kuenda.
LG's Strategy
LG iri nhamba yechipiri.
Kuenda musoro-ku-musoro neSamsung pane zvese kungave kusachenjera. Havana kubatanidzwa kwakafanana kwakatwasuka kana chiyero. Saka ivo vanobheja hombe paOLED pachinzvimbo.
Zviri kushanda. LG Display ndiyo yega inopa-format OLED mapaneru pasi rose. Izvo hazvisi kuchinja munguva pfupi-kuvaka OLED huwandu hunotora makore uye mari yakawanda. Transparent OLED yave iyo yekutanga kune yakakwirira-mahwindo ezvitoro ekupedzisira. Apple zvitoro, Louis Vuitton, iyo mhando yenzvimbo.
Vakatenga Navori Labs kutanga kwa2024-The Verge yakashuma maringe nemadhora mazana maviri emamiriyoni-uye zvino vane nyaya yesoftware yekutaura pamwe chete nehardware. Bhizinesi Cloud CMS yakatanga gore rimwe chetero.
Iyo yakaderera ndeye OLED huwandu hunomanikidzwa. LG Display inongova nemitsara mikuru-yefomati uye kuwedzera kunononoka uye kunodhura. Uye ivo vakakanda mapfumo pasi pakukwikwidza mumadziro evhidhiyo eLED zvakananga.
Mutambi wembiri mumusika chero upi zvake anofanirwa kuwana niche yakasiyana apo inogona kuva nhamba yekutanga, kana zvishoma nezvishoma kudyiwa nemutungamiri. LG yakasarudza kusiyanisa. Kusvika parizvino zviri kushanda.
Rankings
Nehuwandu hwemasaini edhijitari mari:Samsung, LG, Sony, Unilumin, Leyard
Ne LED vhidhiyo madziro mari:Unilumin, Leyard, Samsung
Nekutumirwa kweLCD kutengesa:Samsung, LG, NEC/Sharp
Sony Crystal LED ine incredible image quality. Asi mutengo wekugadzira mafirimu uye{1}}zvekupedzisira makambani. Havasi kuedza kukwikwidza pahuwandu.
Chii Chichazungunusa Zvinhu
Geopolitics ndicho chinhu chikuru. Vagadziri veChinese vanotonga China zvachose. Vanogona kuvharirwa kunze kwehurumende yeUS uye zvirongwa zvekudzivirira zvachose. Europe iri kuita nhandare yehondo. Kuitwa kweCHIPS Act muna 2024 uye kuongororwa kwemutero weEU paChinese EVs kunongedza kune imwe tekinoroji yekubvisa.
MicroLED kuderedzwa kwemutengo ndiyo tekinoroji yemubvunzo mamaki. Kana mari ikadzika zvakanyanya inogadzirisa zvese.
Ndiani Mukuru?
Zvinoenderana netsanangudzo.
Mari yeseSamsung. Kunyangwe signage yedhijitari iri kukanganisa kutenderera kweSamsung semubatanidzwa.
Digital signage revenue kunyanya:Zvichiri Samsung, LG yechipiri. Gap inogona kunge iri diki.
LED vhidhiyo madziro:Unilumin nhamba yekutanga, Leyard yechipiri.
LCD yekutengesa:Samsung.
Samsung ine chinzvimbo chakasimba pasi rose muna 2026, asi mumadziro emavhidhiyo eLED chaiwo-inova chikamu chekukura-Vagadziri veChinese vari kutungamira.
