Txoj kev vam meej nce zuj zus! Puas Yuav Kev Lag Luam Ntawv Hluav Taws Xob Ua Ib Txoj Kev Tshiab rau FPC?

Nyob rau hauv xyoo tas los no, nyob rau hauv keeb kwm ntawm lub ntiaj teb no carbon, lub ntiaj teb no electronic ntawv kev lag luam tau nce sai heev. TRENDFORCE Jibang Consulting Company kwv yees tias lub ntiaj teb hluav taws xob daim ntawv lag luam hauv xyoo 2022 yog kwv yees li $ 4.65 billion, nce txhua xyoo ntawm 48.1 feem pua, thiab nws xav tias yuav ncav cuag US $ 20.34 billion hauv 2026.

Cov ntawv hluav taws xob tseem hu ua hluav taws xob ink screen. Nws yog ib qho khoom siv hluav taws xob ua kua rau ntawm ib txheej ntawm cov yas zaj duab xis. Nws tuaj yeem siv tau rau nyias zaj duab xis transistor circuit. Nws yog tswj los ntawm kev tsav tsheb IC (kev sib koom ua ke) los tsim cov duab pixel-shaped. Cov ntawv hluav taws xob muaj cov yam ntxwv xws li ultra-lightness, rewriting, yooj yim rau nqa, thiab tuav cov zaub thaum nqa.

Tam sim no, cov ntawv hluav taws xob feem ntau muaj ESL (cov ntawv khib nyiab hluav taws xob), e-phau ntawv thiab phau ntawv siv hluav taws xob hauv ntau daim ntawv thov hauv tsev. Los ntawm qhov kev xav ntawm yav tom ntej tiam sis thiab cov thev naus laus zis uas twb muaj lawm, kev xa khoom ntse, kev lag luam ntse, khw muag khoom ntse thiab lwm qhov chaw yuav maj mam tshwm sim hauv cov ntawv hluav taws xob los hloov cov ntawv ib txwm muaj. Cov ntawv hluav taws xob tuaj yeem hloov pauv cov ntawv txee thiab tau txais cov ntaub ntawv khaws cia txhua lub sijhawm los ntawm huab platform thiab Internet ntawm Yam los ntawm huab platform thiab Internet ntawm Yam, yog li txo cov nqi zog thiab txo cov ntawv ib txwm siv.

Nrog rau kev tso tawm tas li ntawm cov ntawv siv hluav taws xob tshiab thiab cov khoom siv tshiab, daim ntawv thov ntawm cov ntawv hluav taws xob yuav siv tau ntau dua. Raws li cov ntaub ntawv los ntawm RUNTO, thoob ntiaj teb cov ntawv xa khoom hluav taws xob hauv ntiaj teb hauv thawj ib nrab ntawm 2022 tau mus txog 120 lab daim, nce 25 feem pua ​​​​-rau-xyoo; nws cia siab tias yuav nthuav qhia kev loj hlob tawg nyob rau hauv ib nrab ntawm lub xyoo. 100 lab daim, ib xyoos-rau-xyoo nce ntawm 92.7 feem pua, ze li ob npaug.

Raws li kev txheeb cais los ntawm EPAPER Insight, lub ntiaj teb hluav taws xob daim ntawv nqi kos npe ua lag luam tau ua tiav qhov sib xyaw ua ke txhua xyoo kev loj hlob ntawm ntau dua 50 feem pua ​​​​hauv tsib xyoos dhau los. Raws li RUNTO cov ntaub ntawv hluav taws xob cov ntaub ntawv, tus naj npawb ntawm cov ntawv hluav taws xob thoob ntiaj teb tus nqi hauv thawj peb lub hlis twg ntawm 2022 yog kwv yees li 72 lab daim, ib xyoo-rau-xyoo nce ze li ntawm 95 feem pua. Qhov ntsuas ntawm daim ntawv davhlau ya nyob twg ua lag luam yog $ 72.3 billion.

Dongxing Securities ntseeg tias nrog cov nqi txo qis, tus nqi ntawm 2 -inch nqi hluav taws xob cov ntawv tau raug txo los ntawm thawj $ 10 mus rau tsawg dua $ 2, thiab kev lag luam hauv ntawv hluav taws xob tau tsim sai heev. Tsis tas li ntawd, tus nqi nkag mus rau hauv tsev tam sim no tsawg dua 2 feem pua, thiab raws li tus nqi txo qis, qhov kev cia siab yav tom ntej yog dav.

Hauv kev lag luam FPC, Helitai thiab Guangpu shares tau tsim cov qauv sib xws hauv kev lag luam ntawv hluav taws xob.

Helitai (002217) Tuav Sun Lub Tuam Txhab Jiangxi Xingtai Technology Co., Ltd. thiab lub tuam txhab paub zoo EINK thiab BOE koom ua ke tsim cov ntawv xov xwm kev lag luam sib koom ua ke los koom tes hauv kev tsim cov qauv kev lag luam hauv teb chaws thiab thoob ntiaj teb, thiab siv lawv tus kheej. qhov zoo los txhawb kev lag luam. Nrog rau kev coj noj coj ua thiab kev tsim kho thev naus laus zis zoo ntawm cov khoom siv hluav taws xob, Xingtai Technology tau raug xaiv los ua cov npe ntawm "National Manufacturing Single Championship Demonstration Enterprises".

Guangpu (300632.SZ) tau hais rau ntawm tus neeg ua lag luam sib tham sib platform tias lub tuam txhab cov khoom FPC tuaj yeem siv rau hauv ntawv hluav taws xob. Txij li thaum nws tsim Electronics Electronics hauv xyoo 2002, cov tuam txhab lag luam tau tsom mus rau FPC kev lag luam kev lag luam, thiab tau txais kev lag luam nplua nuj. Lawv muaj kev sib tw zoo nyob rau hauv cov nqe lus ntawm cov khoom yields, txheej txheem txheej txheem thiab kev tsim nyog. Essence Hauv xyoo 2021, Audi Shengsheng cov nyiaj tau los ntawm kev muag khoom thiab kev xa khoom tau muaj cov ntaub ntawv siab.