Industry hian kumin quarter hnihna aṭang khan notebook computer leh personal computer screen ang chi application panel-te chu a kal chak hle tih an hlau a, quarter linaah chuan a lumna chu a lum chho zauh zauh thei a ni. Tunah chuan he ngaihtuahna hi a tul lo mai thei niin a lang. Tun thlenga khawvel hmun hrang hranga crown pneumonia hri leng thar avang hian, home economy atanga mamawh, in atanga hnathawh, zirtirna hla tak, leh online entertainment te hian IT product market tan momentum nghet tak a la pe reng a ni.
Dik tak chuan, supply leh demand-a thil pawimawh ber pahnih, IT application panel leh TV panel-te’n panel siamtute’n an siam chhuah theihna tur ruahmanna an siamte pawh hian TFT LCD panel market pumpuiah interlocking support a siam bawk. Panel siamtu Auo Optoelectronics, Innolux, leh Caijing te chuan kumin quarter thum chhung khan hlohna chu hlawknaah an chantir vek a ni.
South Korea-a panel factory lian pahnih chuan TFT LCD panel factory thenkhat chu a zawnin an khar a, faded out emaw, size LCD liquid crystal panels lian tak tak siam chhuah an chawlhsan emaw a ni a, hei hi kumin chhunga panel factory supply side nghawngtu pawimawh ber pakhat a ni. China-in high -generation LCD production lines a hawn thar chuan production volume leh utilization rate a tisang chhunzawm zel a, mahse sorkar atanga subsidy policy chuan zawi zawiin a tihtlem a, industrial consolidation a tichak a, hei hian indirect takin China’s Panel Makers te expansion plan chu a ti hniam a ni.
Epidemic-in a kaihhruai thil inzawm mamawhna a tihchhuah chak em avangin, thil pawimawh ṭhenkhat, driver IC-te supply chu a tlakchham hle. South Korea-a large-size panel production tihtlem a nih tak avangin China-in production expansion expansion plan a tihtlem bakah key component ICs supply tight tak a neih avangin, large-size panels supply zawng zawng chu control hnuaiah a awm a, panel man atan supporting condition tha tak a siam a ni.
Chhiar dan chuan Samsung hian 7th leh 8th generation line leh Suzhou plant khar an tum a, hei hian khawvel puma large-size TFT LCD panel production capacity 13% vel a huam vek a ni. LGD hian TFT LCD siamchhuahna chu OLED panel production-ah a transfer tam zawk dawn a, hei hian Global production capacity of large-size LCDs pawh 10% vel a nghawng dawn a ni. South Korea-a panel lian pahnih siam chhuah theihna tihtlem a nih avangin tun hnaia China-in a hawn thar theihna chu a khum ta a ni.
Chinese panel manufacturer Boe leh Panda te inzawmkhawm hnuah Boe hian kum 2020-ah khawvel puma market share 25% leh kum 2021-ah 28% a nei dawn a, global panel production capacity concentrated zawk chuan panel industry order stabilize-naah pawh a pui tur a ni.
Demand lamah chuan hri leng hian consumption pattern leh lifestyle a thlak danglam a ni. In atanga hnathawh leh in lama zir tur, distance teaching, online shopping, online entertainment, leh smart medical care te mamawhna chu a pung nghal vat a, mipuiin anmahni sum hmanga lei emaw, corporate subsidy emaw, educational purchases emaw pawh nise. Bid-te hian IT product mamawhna a tipung a, chu chu tablet computer, notebook computer, leh personal computer screen te a ni.
Chumi zingah chuan notebook computer te hi electronic product pakhat an ni a, he epidemic demand thlipui tleh vang hian hlawkna an hmu tam ber a, a chhan chu an portable convenience leh powerful functions vang a ni. Personal computer screen-te growth rate hi notebook-te angin a ṭha lo hle nachungin, kum khat chhunga shipment volume chu nikum nena khaikhin chuan a sang deuh ang emaw, 5% growth rate a dodal emaw niin an chhut.
Industry hmasa ber chuan IT products mamawhna hi kum 2020 quarter hnihna atang khan a chak hle niin an ngai a, demand a nih hnuah quarter linaah a tlahniam tan mai thei. Beisei loh takin khawvel hmun hrang hranga fall leh winter hri leng hi a reh lo a, Europe leh United States dinhmun pawh a la ṭha lo hle. Manufacturer te chuan he IT mamawhna wave hian housing economy-ah hian nakkum quarter tawp thlengin chhunzawm theihna hun remchang a nei niin an ngai.
Controlled supply leh a mamawhna sang zel te, supply chain issue te, leh application panel hrang hrangte production capacity squeezing te hian tun hnaia panel quotation hrang hrangte tan boruak tha tak a siam a ni. TV panel man a san avangin leh IC supply a tight avangin IT panel man a sang lo a nih chuan panel siamtute chuan IT panel siam chhuahna tur production capacity tam zawk an ruahman duh lo a, chu chuan IT panels supply tight chhunzawm zel a thlen a ni.
Market chuan hun rei lote chhung atan Notebook computer panel man hi March 2021 thleng khan zawi zawiin a sang zel dawn niin an ngai a, tun hnaiah minitor panel man pawh an thlawp tawh bawk. TV panel quotation chungchang erawh chuan awlsam taka pung thei mahse tlahniam harsa tak trend neih theihna hun remchang a awm bawk. Thil awmdan tak tak chuan hri leng lo awm tur leh supply leh demand inthlak danglamna te chu enfiah chhunzawm zel a ngai a ni.
