銆�銆�Display Supply Chain Consultants 锛圖SCC锛� 杩戞湡鐧�(f膩)甯冩渶鏂板牨(b脿o)鍛� Quarterly Display Capex and Equipment Service锛� 涔熸槸鍏ㄧ悆鍞竴杩借工浠ュ強闋�(y霉)娓’绀鸿ō(sh猫)鍌欏競鍫寸殑鍫�(b脿o)鍛�銆�
銆�銆�濡傚湒1鎵�绀�锛�2017骞寸涓�瀛ｅ害闅ㄨ憲椤ず甯傚牬璩囨湰鏀嚭瀛ｅ害澧為暦8锛�锛屽勾搴﹀闀�106锛呯殑瓒ㄥ嫝(sh矛)涓嬶紝瑷�(sh猫)鍌欏競鍫村搴﹀闀�6锛咃紝骞村害澧為暦93锛�锛岄仈(d谩)45鍎勭編閲戣(gu墨)妯�銆侱SCC 棣栧腑鍩�(zh铆)琛屽畼Ross Young瑾亾锛�“椤ず瑷�(sh猫)鍌欏競鍫村彶鐒″墠渚嬬殑澧為暦锛屾槸鐢变簬鍏╁��(g猫)涓昏鐨勬姇璩囧懆鏈熷悓鏅�(sh铆)鐧�(f膩)鐢熴�傜涓�鍊�(g猫)鍛ㄦ湡渚嗘簮浜嶰LED鍦ㄦ櫤鑳芥墜姗�(j墨)鎳�(y墨ng)鐢ㄦ浛浠CD鐨勫競鍫达紝閫欏��(g猫)鍛ㄦ湡闋�(y霉)瑷�(j矛)灏囨渻(hu矛)鎸佺簩(x霉)鍒颁笅鍊�(g猫)5骞撮枔锛屼富瑕佷緵绲︽櫤鑳芥墜姗�(j墨)甯傚牬浠ュ強绛夊悓浜�2锛�5鍊峀CD宸ュ粻鎴愭湰鐨勮硣鏈瘑闆嗗瀷鏌旀�ч’绀篛LED宸ュ粻銆侽LED鎶曡硣灏囦竴鐩存渻(hu矛)鎸佺簩(x霉)锛屼笉鍍呭儏鏄洜?y脿n)闀篖ED椤ず鐣唱(zh矛)锛岃兘澶犳笡杓曢噸閲忎互鍙婄府灏忓帤搴︾瓑鍎�(y艒u)榛�(di菐n)锛屽悓鏅�(sh铆)涔熸槸鐢变簬鑳藉?q奴)宕縁(xi脿n)鏌旀�ч’绀�锛屽彲褰庢洸鍙姌鐤婄敘(ch菐n)鍝佺殑褰㈡厠(t脿i)锛岄�欎簺鐢�(ch菐n)鍝佽兘澶犵郸OLED闈㈡澘寤犲晢浠ュ強鎵嬫(j墨)鍝佺墝寤犲晢甯朵締杓冮珮鐨勫埄娼ゅ拰鐕熸敹锛屼篃鏄純闆ｆ浛浠ｇ殑甯傚牬銆傜浜屽��(g猫)鍛ㄦ湡渚嗘簮浜�60瀵歌垏澶у昂瀵�4K TV闈㈡澘渚涚郸绶婂嫉锛屾湭渚嗘暩(sh霉)骞村皣鑷冲皯鏈変簲搴�10锛�5浠ｇ窔鐢�(ch菐n)鐢熶締瑙ｆ焙鐢�(ch菐n)鍝佸児(ji脿)鏍间互鍙婃垚鏈晱椤�銆傞�欎簺涓栦唬绶氭姇璩囪純楂�锛岄﹨(q奴)鍕�(d貌ng)浜嗛’绀鸿ō(sh猫)鍌欏競鍫村埌閬�(d谩)楂橀粸(di菐n)”銆�
銆�銆�Figure 1锛� Quarterly Display Equipment Revenues and Growth
銆�銆�Source锛� DSCC’s Quarterly Display Capex and Equipment Service
銆�銆�濡傚湒2鎵�绀猴紝Canon鍦�2017骞寸涓�瀛ｅ害浠�16锛呯殑浠介鎴愮偤闋�(l菒ng)鍏堣ō(sh猫)鍌欏粻鍟�锛屽勾搴﹀闀疯秴閬�500锛咃紝鍦ㄥ厜鍒昏垏钂搁崓?c猫)O(sh猫)鍌欓鍒ヤ腑鍗犳瘮瓒呴亷50锛呯殑浠介銆侰annon鑷�2014骞寸涓夊搴﹁捣绗竴娆￠姺鍞洕鍏夋(j墨)鏁�(sh霉)閲忚秴閬嶯ikon锛屽叾瀛愬叕鍙窽okki鍦∣LED钂搁崓甯傚牬鍗犳摎(j霉)涓诲皫(d菐o)鍦颁綅銆侫MAT鐢变簬鍦–VD鍜屾煍鎬ч’绀篛LED鐒℃(j墨)PECVD灏佽闋�(l菒ng)鍩熺殑鍎�(y艒u)鍕�(sh矛)浣嶅眳绗簩銆係FA鍦ㄨ嚜鍕�(d貌ng)鍖栬ō(sh猫)鍌欎互鍙婂叾浠栬ō(sh猫)鍌欏嚭绲︿笁鏄熼’钁楃殑鍑鸿波閲忓洜姝や綅灞呯涓�?锛熷仧鑶╃f锛�10瀹跺叕鍙哥殑澧為暦鐜囪〃鐝�(xi脿n)骞冲潎楂樹簬50锛�锛岃�屽墠鍏澧為暦鐜囧钩鍧囬珮閬�(d谩)90锛呫�備竴鑸締瑾紝瑷�(sh猫)鍌欏粻鍟嗙敱浜嶰LED鐗瑰垾鏄煍鎬(sh猫)LED甯傚牬鐨勫闀凤紝浠栧�戠殑鎴愰暦鏈�(hu矛)鏇村姞蹇�銆傞�欎簺鍏徃鍖呮嫭鍋氶珮鍒嗗瓙娑傚堡鐨凾oray Engineering锛屽仛楂樺垎瀛愬浐鍖栫殑Tera Semicon 鑸� Viatron 锛屾縺鍏夊埗绋嬬殑AP Systems锛屼互鍙婂仛灏佽鐨凙MAT锛孞usung鑸嘖ateeva绛�銆�
銆�銆�Figure 2锛� Q1’17 Display Equipment Supplier Revenue Share and Growth
銆�銆�Source锛� DSCC’s Quarterly Display Capex and Equipment Service
銆�銆�鐢变簬闊撳湅鑸囦腑鍦嬬殑涓�浜涜ō(sh猫)鍌欏粻鍟嗕篃鍦ㄧ鐖唤椤嶏紝鎵�浠ュ叾瀹冮鍒ョ殑浠介涔熸渻(hu矛)澧為暦鐨勫緢蹇�銆傚悓鏅�(sh铆)鐢变簬鏌旀�ч’绀篛LED鍒剁▼涓崝(xi茅)浣滅殑椤嶅姝ラ锛岃嚜鍕�(d貌ng)鍖栬ō(sh猫)鍌欏闀蜂篃鏄潪?锛熸枔?锛屽洜姝ゅ悗绾�(x霉)鎴戝�戝皣鏈�(hu矛)娣诲姞閫�(j矛n)鍏ユ洿澶氱殑闊撳湅鑸囦腑鍦嬪粻鍟嗗湪鑷嫊(d貌ng)鍖栬ō(sh猫)鍌欏垎椤炪��
銆�銆�瑷�(sh猫)鍌欏粻鍟嗚病(c谩i)鍕�(w霉)鏁�(sh霉)鎿�(j霉)鏁村悎濡傚湒3鎵�绀�锛岀嚐妤�(y猫)鍒╂饯閬�(d谩)鍒颁簡13锛�锛屽噲鍒╂饯楂橀仈(d谩)10锛呫��
銆�銆�Figure 3锛� Q1锛�16 锛� Q1锛�17 Margins for Display Equipment Suppliers
銆�銆�Source锛� DSCC’s Quarterly Display Capex and Equipment Service
銆�銆�Ross Young瑾�(r猫n)鐐鸿ō(sh猫)鍌欒硣鏈摯(ku貌)寮靛挤(qi谩ng)鍕�(sh矛)澧為暦灏囪搏绌挎暣鍊�(g猫)2017锛庢澶�锛岀敱浜嶭G鍜屼笁鏄熷皣寰�2019骞存媺閫�(j矛n)涓�浜汷LED瑷傚柈鍒�2018锛岄’绀鸿ō(sh猫)鍌欑嚐鏀跺湪2018骞翠篃灏囩辜绾�(x霉)澧為暦銆�
銆�銆�DSCC’s Display Capex and Equipment Service 鍫�(b脿o)鍛婇�氶亷绱⿳寮忔暩(sh霉)鎿�(j霉)鍦ㄧ敘(ch菐n)鎴胯ō(sh猫)鍌欑殑瑕�(gu墨)鍔�锛屾寜鐓т笉鍚岀殑鍏徃锛屾妧琛�(sh霉)锛屽崁(q奴)鍩燂紝鍩烘澘灏哄绛夋瑕栧伐寤犵敘(ch菐n)鑳�銆傚鍦�4鎵�绀猴紝OLED鎶曞叆鐢�(ch菐n)鑳藉勾寰�(f霉)澧為暦鐜囬爯(y霉)瑷�(j矛)鐐�40锛�锛岄仈(d谩)鍒�4鍗�1鐧捐惉骞虫柟绫�锛屾煍鎬ч’绀篛LED鎶曞叆鐢�(ch菐n)鑳藉勾寰�(f霉)澧為暦鐜囩偤82锛�锛岄仈(d谩)2鍗�3鐧捐惉骞虫柟绫�锛屽崰OLED 56锛� 鐢�(ch菐n)鑳戒唤椤�銆傛煍鎬ч’绀篛LED鎶曞叆鐢�(ch菐n)鑳介爯(y霉)瑷�(j矛)灏囧湪2019骞磋稌瓒匧TPS LCD鐨勬姇鍏ョ敘(ch菐n)鑳�銆備互O(sh猫)LED鐢�(ch菐n)鑳戒締鐪嬶紝涓夋槦棣栫暥(d膩ng)鍏舵矕锛屼絾鏄敱浜嶭G钁楅噸鍦═V锛屽皣娑堣�楄純澶ч潰绌�锛孡G鏈夊彲鑳藉湪2021骞磋拷涓婁笁鏄燂紝渚濊炒浜�10锛�5浠LED宸ュ粻涓婄窔鐨勭⒑鍒囨檪(sh铆)闁�銆傜劧鑰岋紝浠ユ煍鎬ч’绀篛LED鐢�(ch菐n)鑳界湅锛屼笁鏄熷苟涓嶅笇鏈涘緢蹇櫡鍏�锛屽湪2021骞村儏鍗犳摎(j霉)40锛呬唤椤�锛孊OE绶婇毃LG浣嶅眳绗笁锛屽鍦�5鎵�绀恒��
銆�銆�Figure 4锛� OLED vs锛� Flexible OLED Capacity
銆�銆�Source锛� DSCC’s Quarterly Display Capex and Equipment Service
銆�銆�Figure 5锛� Flexible OLED Capacity by Supplier
銆�銆�Source锛� DSCC’s Quarterly Display Capex and Equipment Service
銆�銆�浠ユ墍鏈夐’绀虹敘(ch菐n)鑳戒締鐪嬶紝鍋囪ō(sh猫)鍒�2021骞撮枔娌掓湁浠讳綍宸ュ粻闂�(gu膩n)闁夛紝LCD鐢�(ch菐n)鑳介爯(y霉)瑷�(j矛)骞村京(f霉)澧為暦鐜囧湪6锛�6锛�锛屾寜鍗�(q奴)鍩熶締鐪�锛屽鍦�6鎵�绀�锛屼腑鍦嬪皣寰�2017骞翠綅灞呴牁(l菒ng)鍏堜綅缃苟鍦�2021骞撮仈(d谩)鍒拌繎涓�鍗婂叏閮ㄩ’绀虹敘(ch菐n)鑳姐�備互寤犲晢渚嗙湅锛孡CD鑸嘜LED鐢�(ch菐n)鑳戒竴璧�锛孊OE灏囧緸2019骞磋捣浣嶅眳闋�(l菒ng)鍏堜綅缃�锛屼絾鑸囪垏LG涔嬮枔鐨勫樊璺濋潪甯稿皬锛屽鍦�7鎵�绀�銆傜劧鑰屽鏋滄垜鍊戝彧鐪婰CD鐢�(ch菐n)鑳藉鍦�8鎵�绀�锛孊OE鍦�2021骞寸殑鍎�(y艒u)鍕�(sh矛)灏囨摯(ku貌)灞曞埌5锛呯殑绌洪枔銆�
銆�銆�Figure 6锛� Display Capacity by Region
銆�銆�Source锛� DSCC’s Quarterly Display Capex and Equipment Service
銆�銆�Figure 7锛� LCD and OLED Input Capacity by Supplier
銆�銆�Source锛� DSCC’s Quarterly Display Capex and Equipment Service
銆�銆�Figure 8锛� LCD Input Capacity by Supplier
銆�銆�Source锛� DSCC’s Quarterly Display Capex and Equipment Service
銆�銆�濡傚湒9鎵�绀猴紝8锛�5浠ｇ窔闀锋湡鍗犳摎(j霉)涓诲皫(d菐o)甯傚牬锛岀劧鑰岋紝10锛�5浠ｇ窔澧為暦杩呴�熼爯(y霉)瑷�(j矛)鍦�2021骞磋稌瓒呭叚浠ｇ窔锛屽崰15锛呬唤椤嶏紝鍏唬绶氬緸2017锛�2021骞撮枔绌�(w臎n)瀹氬湪15锛呭競鍗犵巼宸﹀彸锛屼簲浠ｇ窔浠ヤ笅鐨勪笘浠ｇ窔灏囨帀鑷�2锛呭苟涓旀湁杓冨灏囨渻(hu矛)闂�(gu膩n)闁�銆�
銆�銆�Figure 9锛� Area Capacity by Glass Size
銆�銆�Source锛� DSCC’s Quarterly Display Capex and Equipment Service
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