0102030405
Ka Nānā ʻana a me ka Wānana o ka Mākeke TFT-LCD 2026: Nā ʻAno Koʻikoʻi i nā Hōʻikeʻike ʻOihana, Lapaʻau, a me nā Kaʻa
2026-01-04
Hōʻuluʻulu Mana Hoʻokō
Ke hoʻomau nei ka ulu ʻana o ka mākeke TFT-LCD honua, i hoʻokele ʻia e ka holomua ʻenehana a me ka ulu ʻana o ke koi ma waena o nā ʻāpana kūikawā. Ma ka makahiki 2026, e hōʻike nā noi ʻoihana, lapaʻau, a me nā kaʻa i nā wahi ulu nui, i kākoʻo ʻia e nā ʻano e like me ka hana akamai, nā kiʻi lapaʻau kiʻekiʻe, a me ka digitalization kaʻa. Ke kūpaʻa nei ʻo DISEN i ka hāʻawi ʻana i nā hoʻonā hōʻikeʻike ʻokoʻa a pilikino e hoʻoponopono ana i nā pilikia kikoʻī o ka ʻoihana a paipai i ka hoʻomohala hoʻohui.
1. ʻIke holoʻokoʻa o ka mākeke TFT-LCD (2025–2026)
Ua manaʻo ʻia ka mākeke hōʻike LCD honua e ʻoi aku ma mua o USD 200 biliona i ka makahiki 2025, me ka piʻi ʻana o ka ulu ʻana ma kahi o 4.5%. ʻO Kina ka mea nui i ka lako panela, e helu ana i 67.6% o nā hoʻouna honua a me 83.7% o ka loaʻa kālā. ʻO nā hoʻomohala ʻenehana koʻikoʻi e pili ana i ka piʻi ʻana o nā ʻāpana backlight Mini LED, me nā hoʻouna e ʻoi aku ana ma mua o 12 miliona mau ʻāpana i ka makahiki 2025, a me nā panela QLED-LCD e hāʻawi ana i ka gamut kala ākea ma ke kumukūʻai haʻahaʻa. Manaʻo ʻia nā hana hou e like me nā prototypes LCD rollable e komo i ka hana nui ʻana ma ka makahiki 2026.
2. Ka Ikepili o ka Mākeke Hōʻikeʻike ʻOihana
Ua ʻoi aku ka mākeke kaohi ʻoihana honua ma mua o USD 250 biliona i ka makahiki 2025. ʻO nā hōʻikeʻike ʻoihana, i alakaʻi ʻia e nā panela HMI (Human-Machine Interface), ua hōʻea i 10.3 miliona mau ʻāpana. ʻO ka waiwai o ka ʻāpana hōʻikeʻike ʻoihana o Kina he RMB 45 biliona, me nā LCD e paʻa ana i ka 60% o ka mahele. ʻO nā mea hoʻokele ulu nui:
Ikehu Hou
ʻO nā EV, photovoltaics, a me nā pila lithium nā mea kōkua nui, e helu ana i 28% o ka mākeke kaohi ʻoihana o Kina ma 2024.
Nā Lopako Humanoid
Manaʻo ʻia ka hana nui ʻana mai ka makahiki 2026, me Tesla's Optimus e alakaʻi nei i ke kālepa ʻana.
Hoʻokele Waiwai Haʻahaʻa
E hoʻokumu nā mokulele eVTOL a me nā ʻōnaehana hoʻokele uila i kahi koi hou.
Semiconductor & Hana Hana Holomua
Hōʻike nā huahana automation ma kēia ʻāpana i kahi CAGR o 6% mai 2024 a 2027.
Pūnaewele ʻOihana a me ka Hana Hana Akamai
Ua hoʻohana ʻo ma mua o 60% o nā mea hana alakaʻi i nā kahua ʻoihana e pili ana i ke ao.
Ma ka makahiki 2026, ua wānana ʻia ka mākeke hōʻikeʻike ʻoihana o Kina e hōʻea i ka RMB 55 biliona, me nā LCD e helu ana no RMB 33 biliona.
3. Ka Ikepili o ka Mākeke Hōʻikeʻike Lapaʻau
Manaʻo ʻia ka mākeke LCD lapaʻau o Kina e ʻoi aku ma mua o USD 1.8 biliona i ka makahiki 2025, me nā modula i hoʻopilikino ʻia e hōʻike ana ma mua o 40% o ke koi. ʻO nā ʻāpana koʻikoʻi:
Kiʻi Hōʻoia
Loaʻa iā ia he 58% o ka māhele mākeke; Ke hoʻohana ʻia nei nā ʻōnaehana 4K/8K.
Nā mea nānā ʻoki kino
Manaʻo ʻia e ulu ma ka 6.5% CAGR, e hōʻea ana i ka USD 30 biliona ma ka makahiki 2030.
Nā Hōʻikeʻike Endoscopic
Manaʻo ʻia e ulu ana ma ka 14% CAGR mai 2025 a i 2030.
Ka Nānā ʻana i ka Mea Maʻi
Ua piʻi ka hoʻohana ʻana o OLED maʻalahi i nā monitor lawe lima i 45% i ka makahiki 2025.
Ua manaʻo ʻia ka mākeke hōʻikeʻike lapaʻau honua e hōʻea i ka USD 4.87 biliona ma 2026, e ulu ana ma ka 7.9% CAGR a hiki i ka makahiki 2030.
4. Ka Nānā ʻana i ka Mākeke Hōʻikeʻike Kaʻa
Ua waiwai ʻia ka mākeke LCD kaʻa honua ma kahi o RMB 37.06 biliona i ka makahiki 2025, me ka CAGR 5.0% i manaʻo ʻia i nā makahiki ʻeono e hiki mai ana. Ke piʻi wikiwiki nei nā helu komo ma Kina: nā pale mana waena kokoke i 95%, hiki i nā hui mea kani kikohoʻe piha i 73.4%, a ulu ka hoʻohana ʻana o HUD i 14.4%. ʻO nā ʻano koʻikoʻi:
Hoʻololi ʻenehana
Ua piʻi aʻe ka hoʻouna ʻana o nā Mini LED i 3 miliona mau ʻāpana i ka makahiki 2025; Ke ulu mau nei ʻo OLED; Ke noho aliʻi nei ʻo TFT-LCD.
Nā pale nui aʻe a ʻoi aku
Piʻi ka awelika o nā hōʻike no kēlā me kēia kaʻa mai 2.1 (2025) a i 3.5 (2030); Ua lilo nā pale 15-'īniha+ i mea maʻamau.
Ka launa pū ʻana me ke akamai
Hoʻomohala ʻia nā hōʻike i nā kahua kākoʻo hoʻoholo i hoʻohui ʻia me ka AI a me nā mea ʻike.
Nā Kaʻa Ikehu Hou
Hoʻoulu ka komo ʻana o NEV i ka hoʻohana ʻana i ka papa hoʻokele akamai, e hōʻea ana i ka 88% i loko o nā kaʻa ohua ikehu hou.
Kahi kūloko
Loaʻa i nā mea hana panela Kina ma mua o 65% o ka māhele mākeke modula, me ka piʻi ʻana o nā helu localization i 58.7% i ka makahiki 2025.
Ma ka makahiki 2031, ua wānana ʻia ka mākeke LCD kaʻa honua e hōʻea i ka RMB 57.37 biliona.
5. Ka Manaʻo o DISEN: Nā Hoʻonā i Hoʻopilikino ʻia no nā Hana ʻOihana, Lapaʻau a me nā Kaʻa
Ke hoʻomau nei ʻo DISEN i ka hoʻoikaika ʻana i kona ʻike loea i nā huahana hōʻikeʻike i hoʻokaʻawale ʻia a hoʻopilikino ʻia no nā noi ʻoihana, lapaʻau, a me nā kaʻa. Hana pū mākou me nā hoa hana ʻoihana e hoʻoponopono i nā pilikia a kākoʻo i ka ulu ʻana i hoʻohui ʻia a hoʻokele ʻia e ka hana hou.