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Kusanthula ndi Kuneneratu kwa Msika wa TFT-LCD wa 2026: Zochitika Zazikulu mu Zowonetsera Zamakampani, Zachipatala, ndi Zamagalimoto
2026-01-04
Chidule cha akuluakulu
Msika wapadziko lonse wa TFT-LCD ukupitilizabe kusintha, chifukwa cha kupita patsogolo kwa ukadaulo ndi kufunikira komwe kukukula m'magawo apadera. Pofika chaka cha 2026, ntchito zamafakitale, zamankhwala, ndi zamagalimoto zidzayimira madera okulirakulira, mothandizidwa ndi zochitika monga kupanga mwanzeru, kujambula bwino zamankhwala, komanso kugwiritsa ntchito digito yamagalimoto. DISEN ikadali yodzipereka kupereka mayankho osiyanasiyana komanso osinthika omwe amathetsa mavuto okhudzana ndi makampani ndikulimbikitsa chitukuko chophatikizana.
1. Chidule cha Msika wa TFT-LCD (2025–2026)
Msika wapadziko lonse wa LCD ukuyembekezeka kupitirira USD 200 biliyoni mu 2025, ndi kukula kwa pafupifupi 4.5%. China ikulamulira kupezeka kwa mapanelo, zomwe zimapangitsa 67.6% ya zotumizidwa padziko lonse lapansi ndi 83.7% ya ndalama zomwe amapeza. Kukula kwakukulu kwaukadaulo kumaphatikizapo kukwera kwa mayunitsi a Mini LED backlight, omwe zotumizidwazo zidapitilira mayunitsi 12 miliyoni mu 2025, ndi ma panel a QLED-LCD omwe amapereka mitundu yosiyanasiyana pamtengo wotsika. Zatsopano monga ma prototypes a LCD opindika akuyembekezeka kuyamba kupanga zinthu zambiri pofika chaka cha 2026.
2. Kusanthula Msika Wowonetsera Zamakampani
Msika wapadziko lonse wowongolera mafakitale unadutsa USD 250 biliyoni mu 2025. Zowonetsera mafakitale, zotsogozedwa ndi ma panel a HMI (Human-Machine Interface), zinafika mayunitsi 10.3 miliyoni. Gawo lowonetsera mafakitale ku China lili ndi mtengo wa RMB 45 biliyoni, ndipo ma LCD ali ndi gawo la 60%. Zoyambitsa kukula kwakukulu ndi izi:
Mphamvu Zatsopano
Ma EV, ma photovoltaic, ndi mabatire a lithiamu ndi omwe akuthandizira kwambiri, zomwe zimapangitsa 28% ya msika wowongolera mafakitale ku China mu 2024.
Maloboti a Anthu
Kupangidwa kwakukulu kukuyembekezeka kuyambira mu 2026, ndipo Tesla's Optimus ikutsogolera pa malonda.
Chuma Chotsika Kwambiri
Ndege za eVTOL ndi makina oyendetsa magetsi apanga kufunikira kwatsopano.
Semiconductor & Advanced Production
Zogulitsa zamagetsi mu gawo ili zikuwonetsa CAGR ya 6% kuyambira 2024 mpaka 2027.
Intaneti Yamakampani & Kupanga Mwanzeru
Opanga opanga otsogola opitilira 60% agwiritsa ntchito nsanja zamafakitale zozikidwa pamtambo.
Pofika chaka cha 2026, msika wa zowonetsera mafakitale ku China ukuyembekezeka kufika pa RMB 55 biliyoni, ndipo ma LCD akuyembekezeka kufika pa RMB 33 biliyoni.
3. Kusanthula Msika Wowonetsera Zachipatala
Msika wa LCD wazachipatala ku China ukuyembekezeka kupitirira USD 1.8 biliyoni mu 2025, ndi ma module osinthidwa omwe akuyimira kufunikira kopitilira 40%. Magawo ofunikira akuphatikizapo:
Kujambula Zozindikira
Ili ndi gawo la msika la 58%; makina a 4K/8K akuyamba kugwiritsidwa ntchito.
Zowunikira Opaleshoni
Akuyembekezeka kukula pa 6.5% CAGR, kufika pa USD 30 biliyoni pofika chaka cha 2030.
Zowonetsera za Endoscopic
Akuyembekezeka kukula pa 14% CAGR kuyambira 2025 mpaka 2030.
Kuyang'anira Odwala
Kugwiritsa ntchito ma OLED osinthika m'ma monitor onyamulika kunakwera kufika pa 45% mu 2025.
Msika wapadziko lonse lapansi wowonetsera zamankhwala ukuyembekezeka kufika pa USD 4.87 biliyoni mu 2026, kukula pa 7.9% CAGR mpaka 2030.
4. Kusanthula Msika Wowonetsera Magalimoto
Msika wa LCD wamagalimoto padziko lonse lapansi unali ndi mtengo wa pafupifupi RMB 37.06 biliyoni mu 2025, ndipo 5.0% CAGR ikuyembekezeka kuchitika m'zaka zisanu ndi chimodzi zikubwerazi. Kuchuluka kwa magalimoto olowa m'malo mwa China kukukwera mofulumira: zowonetsera zamagetsi zapakati pa 95%, magulu onse a zida zamagetsi afika pa 73.4%, ndipo kugwiritsa ntchito HUD kukukulirakulira kufika pa 14.4%. Zochitika zazikulu zikuphatikizapo:
Kusiyanasiyana kwa Ukadaulo
Kutumiza kwa ma LED ang'onoang'ono kwawonjezeka kufika pa mayunitsi 3 miliyoni mu 2025; OLED ikukula pang'onopang'ono; TFT-LCD ikadali yodziwika bwino.
Zowonetsera Zazikulu ndi Zambiri
Avereji ya zowonetsera pa galimoto iliyonse yawonjezeka kuchoka pa 2.1 (2025) kufika pa 3.5 (2030); zowonetsera za mainchesi 15+ zakhala zodziwika bwino.
Kuyanjana Mwanzeru
Zowonetsera zimasintha kukhala nsanja zothandizira zisankho zophatikizidwa ndi AI ndi masensa.
Magalimoto Atsopano a Mphamvu
Kulowa kwa NEV kumapangitsa kuti galimoto yanzeru igwiritse ntchito, kufika pa 88% m'magalimoto atsopano onyamula anthu omwe ali ndi mphamvu.
Kufotokozera malo
Opanga mapanelo aku China tsopano ali ndi gawo la msika wa ma module opitilira 65%, ndipo mitengo ya malo ogwirira ntchito ikukwera kufika pa 58.7% mu 2025.
Pofika chaka cha 2031, msika wapadziko lonse wa LCD wamagalimoto ukuyembekezeka kufika pa RMB 57.37 biliyoni.
5. Cholinga cha DISEN: Mayankho Opangidwa Mwamakonda a Ntchito Zamakampani, Zachipatala & Zamagalimoto
DISEN ikupitilizabe kukulitsa luso lake pa zinthu zosiyanasiyana zowonetsera zomwe zimagwiritsidwa ntchito m'mafakitale, zamankhwala, komanso zamagalimoto. Timagwirizana kwambiri ndi ogwira nawo ntchito m'makampani kuti tithetse mavuto ndikuthandizira kukula kogwirizana komanso kotsogozedwa ndi zatsopano.