Ekibuuzo kino kizibu nnyo okusinga abantu bwe balowooza. "Ekisinga obunene" kitegeeza ki? Enyingiza yonna awamu? Ensimbi eziyingira mu bipande bya digito naddala? Yuniti ezisindikiddwa? Omugabo gw'akatale? Eby’okuddamu eby’enjawulo ddala bivaayo okusinziira ku metric ki erondeddwa.
Samsung
Samsung eri ku nnamba emu okutwalira awamu. Bakola buli kimu-panel, chips, memory, displays, LED modules. Samsung Display egaba AMOLED eri ekitundu ky’amakolero, olwo Samsung Electronics n’evuganya ne bakasitoma abo be bamu n’ebintu ebiwedde.
Wall Pro MicroLED eyatongozebwa mu 2024 yali ya njawulo nnyo. Babadde banyigiriza enkola eno ey'okuwandiika-hardware plus CMS plus analytics bundled together. Smart move for enyingiza eddirira.
Wano ekintu wadde. Yogerako n'omuntu yenna akola pulojekiti za LED video wall ku mbalirira ajja kukubuulira Samsung emiwendo gyennyini okuva ku mikisa 60%. Mpozzi n’okusingawo. Aba China abakola ebintu bagenda kujuliza ebitundu 30% wansi ku specs ze zimu. Samsung egenda kugoberera ekitundu kya premium n’eleka abalala bonna okulwana ku bisigadde.
Omugabo gwabwe ogw’akatale ka EMEA ne North America mu by’okulaga eby’obusuubuzi ebya LCD gubadde gusinga. Data ya IHS Markit eraga kino obutakyukakyuka.
Data ezimu (Nga zirina Caveats) .
Lipoota z’amakolero okuva mu Futuresource ne AVIXA zitadde akatale k’ebipande bya digito mu nsi yonna ku...Obuwumbi bwa ddoola 31-35for 2026. Obuwanvu obwo bugazi naye ekyo kye kibaawo ng'ogezaako okunnyonnyola ebibalibwa nga "obubonero bwa digito."
Okubalirira okukakafu ku kifo abazannyi abakulu we batuula:
Samsung Ebyuma ebikozesebwa mu byuma bikalimagezi- nga ddoola obuwumbi 5-6 mu nsimbi eziyingira mu bipande bya digito, 18-20% akatale mu nsi yonna. Amaanyi mu LCD, LED, MicroLED, OLED.
LG Ebyuma ebikozesebwa mu byuma bikalimagezi- obuwumbi bwa ddoola 3-4, omugabo nga 11%. OLED kye basinga okussaako essira.
Unilumin- nga akawumbi ka doola 1.1 (obuwumbi 7.4 RMB), nnamba emu mu LED naddala nga erina ebitundu 10% ku kitundu ekyo.
Leyard- nga akawumbi ka ddoola kamu, nga 15% ku kitundu kya LED. Balina Planar mu North America ekintu ekikulu.
Sony- tricky kubanga bakwataganya eby'okwolesebwa eby'ekikugu n'ebyuma ebiweereza ku mpewo mu by'ensimbi byabwe. Omuwendo gwa ddoola akawumbi kamu n’obukadde 5-2 guliwo naye nga guzingiramu ebintu ebitali bya bipande.
Embeera ya LED Video Wall Embeera
Wano ebintu we bisinga okukyuka amangu.
Unilumin yayita Leyard mu nfuna mu 2023. Lipoota zaabwe ez’omwaka zikiraze, Omdia stats zikikakasa. Leyard ye yali omukulembeze atalina kuwakanyizibwa si bbanga ddene emabega.
Lwaki Unilumin yakwata ku nsonga eno? Ekkolero lyabwe erya Shenzhen likola nnyo mu ngeri ya otomatiki. Baagaziya obusobozi ebitundu ebirala 30% mu 2024. Emigabo gyabwe emitala w’amayanja gyeyoleka bulungi okusinga egy’omunda. Ekituli kiraga nti tebakyavuganya ku bbeeyi mu nsi yonna. Ebimu ku brand premium biraga.
Ekyo ekivvulu kya Adele e Munich mu 2024? Screen ya LED ennene ennyo eya square mita 4,000 eyafuna likodi ya Guinness? Unilumin ye yakola ekyo. Okutunda okulungi.
Leyard abadde akola LED okumala emyaka egisukka mu makumi abiri, yatandikawo fine-pitch LED, alina enkolagana enzito mu bisenge ebifuga n’ebifo ebiduumira. Okugula Planar mu 2015 kwali kwa magezi-kwabawa ekika kya North America mu kifo ky’okugezaako okusika erinnya lya Leyard butereevu.
Ekintu ekikwatagana ne kkampuni zombi kwe kufuga enkola y’okugaba ebintu. LED chips, driver ICs, okukola-okusinga mu-ennyumba. Ebisale bitono okusinga ku bavuganya mu Korea oba Japan.
Naye akabi akaliwo kaliwo ddala. Bakasitoma abamu bagamba mu bulambulukufu nti "no Chinese brands" ne bwe kiba nti specs zisingako ate nga bbeeyi eri wansi. Embeera eyo eya geopolitical tegenda kugenda.
Enkola ya LG
LG ye nnamba bbiri.
Okugenda omutwe-ku-mutwe ne Samsung ku buli kimu kyandibadde kya magezi. Tezirina kugatta kwa vertikal oba scale y’emu. Kale bateeka bbeeti nnene ku OLED mu kifo ky’ekyo.
Kikola. LG Display ye kkampuni yokka ekola ku bipande bya OLED ebinene-format mu nsi yonna. Ekyo tekikyuka mangu-okuzimba obusobozi bwa OLED kitwala emyaka n'okuteeka ssente ennyingi. Transparent OLED efuuse default ku high-end retail window displays. Amaduuka ga Apple, Louis Vuitton, ekifo eky’ekika ekyo.
Bagula Navori Labs ku ntandikwa ya 2024-The Verge yategeeza nti obukadde bwa ddoola 200-era kati balina emboozi ya software gye balina okunyumya ku mabbali ga hardware. Business Cloud CMS yatongozebwa mu mwaka gwe gumu.
Ekibi kiri nti obusobozi bwa OLED buziyiziddwa. LG Display erina layini ennene-format ntono zokka era okugaziya kugenda mpola era kwa bbeeyi. Era bavudde ku kuvuganya mu bisenge bya vidiyo ebya LED butereevu.
Omuzannyi nnamba bbiri mu katale konna alina okunoonya ekifo eky’enjawulo we basobola okubeera nnamba emu, oba okuliibwa mpola omukulembeze. LG yalonze enjawulo. N’okutuusa kati kikola.
Ensengeka z’ebintu
Okusinziira ku nsimbi zonna eziyingira mu bipande bya digito:Samsung, LG, Sony, Unilumin, Leyard, kkampuni ya kkampuni eno
Nga LED video wall enyingiza:Unilumin, Leyard, kkampuni ya Samsung
Nga tuyita mu LCD eby'okulaga eby'obusuubuzi ebisindikiddwa:Samsung, LG, NEC/Sharp, kkampuni ya kkampuni eno
Sony Crystal LED erina omutindo gw’ebifaananyi ogw’ekitalo. Naye ebalirirwamu emiwendo gy'okufulumya firimu n'amakampuni aga waggulu-end. Tebagezaako kuvuganya ku volume.
Kiki Ekigenda Okukankanya Ebintu
Geopolitics y’ensonga enkulu. Aba China abakola ebintu bafuga China ddala. Bayinza okusibirwa ddala mu gavumenti ya Amerika ne pulojekiti z’ebyokwerinda. Bulaaya efuuka ekifo eky’olutalo. Etteeka lya CHIPS Act okuteekebwa mu nkola mu 2024 n’okunoonyereza ku misolo gya EU ku mmotoka za EV ez’Abachina kiraga nti waliwo okwongera okukutula tekinologiya.
Okukendeeza ku nsaasaanya ya MicroLED kye kabonero k’ekibuuzo ku tekinologiya. Singa ssente zikka nnyo kikyusa buli kimu.
Ani Asinga Obunene?
Kisinziira ku nnyonyola.
Enyingiza yonna awamu:Samsung. Wadde nga digital signage nsobi ya rounding eri Samsung nga corporation.
Ensimbi eziyingira mu bipande bya digito naddala:Akyali Samsung, LG eyookubiri. Ekituli kiyinza okuba nga kikendeera.
Ebisenge bya vidiyo ebya LED:Unilumin nnamba emu, Leyard eyookubiri.
Akatale ka LCD:Samsung.
Samsung erina ekifo ekisinga amaanyi okutwalira awamu mu nsi yonna mu 2026, naye mu LED video walls specifically-nga kino kye kitundu ky'okukula-Abachina abakola ebintu bye bakulembedde.
