I-DSCC (Display Supply Chain Consultants) ishicilele umbiko wayo omusha ngezibonisi ezigoqekayo ngoMashi 2021. AbakwaSamsung nabakwaSamsung Display bazoqhubeka nokubusa kulo nyaka njengoba benza ngo-2020, ngokusho kombiko. Kodwa-ke, ngokungafani nanyakenye, izimpahla zizokhula kuphela engxenyeni yesibili ka-2021.
Ukusebenza kwe-Smartphone okugoqeka futhi okugoqekayo Q4 2020
Ukuthunyelwa kwama-smartphone okugoqekayo kukhule ngo-54% qoq no-242% yoy kwikota yesine ka-2020, ngokusho kombiko wakamuva we-DSCC. ISamsung Electronics ibingumkhiqizo ohamba phambili kwikota yesine yanyakenye ngesabelo semakethe esingu-91% esincike kuyunithi.
AbakwaSamsung Electronics bahole imakethe ye-smartphone esongekayo ngo-2020 ngesabelo semakethe esingu-87%. Sekukonke, kwathunyelwa amayunithi ayisigidi esingu-2,2 emakethe, okungama-1000% ngaphezulu kunango-2019.
Akumangazi ukuthi i-Galaxy Z Flip yayiyi-smartphone ethengiswa kakhulu ethengiswayo enesabelo semakethe esingu-50%, kwalandelwa I-Galaxy Z Fold2... ISouth Korea yaba namasheya angaphezu kwama-50% I-Galaxy Z Flip и I-Galaxy Z Flip 5G emhlabeni jikelele.
Isibikezelo se-smartphones esigoqekayo nesigoqwayo se-2021
Ngokusho kukaRoss Young, oyi-CEO ye-DSCC, iSamsung Electronics ikuhlehlisile ukukhishwa kwama-smartphones asesizukulwaneni esilandelayo kuze kube yikota lesithathu lika-2021. Isikhondlakhondla sobuchwepheshe baseNingizimu Korea kulindeleke ukuthi sethule okungenani ama-smartphones amathathu ahlekayo.
Uchungechunge lwe-Galaxy Z Fold lungathatha indawo yochungechunge lwe-Galaxy Note njengochungechunge lwesibili oluhamba phambili lwenkampani ngemuva kochungechunge lwe-Galaxy S. Ngaphezu kwalokho, inkampani kulindeleke ukuthi ikhiphe i-smartphone eshibhile kakhulu ye-Galaxy Z Flip.
Ngaphezu kwalokho, Isibonisi se-Samsung, inkampani ephethwe yiSamsung Electronics, izoqala ukuthengisa izibonisi ezigoqekayo nge-UTG (ingilazi elincane kakhulu) kweminye imikhiqizo engxenyeni yesibili ka-2021. Okungenani okungenani ama-smartphones a-foldable a-foldable a-12 ahlukene avela kumikhiqizo engu-8 kulindeleke ukuthi yethulwe emakethe engxenyeni yesibili yalo nyaka.
Samsung I-elekthronikhi kulindeleke ukuthi ihole imakethe ye-smartphone esongekayo futhi esongekayo nge-81% kanye ne-76% yemali engenayo ngonyaka we-2021. Ngakolunye uhlangothi, isabelo semakethe ye-Samsung sizokhuphuka sisuka kuma-83,5% ngo-2020 siye kuma-87% ngo-2021 njengoba izothengisa izibonisi kweminye imikhiqizo engxenyeni yesibili ka-2021.
Kodwa-ke, ukuthunyelwa kwayo yonke imakethe ye-smartphone esongekayo kulindeleke ukuthi kukhule ngo-1% YoY no-40% YoY kwikota yokuqala ka-2021 nasekotini yesibili ka-2021, ngokulandelana. Kepha ukuthunyelwa kulindeleke ukuthi kukhule ngaphezu kwe-100% ezindaweni zokuhlala ezisele (Q3, Q4).
Bangaphezu kuka-5,1 million abakwa-Smartphones abasongekayo nabasongekayo okulindeleke ukuthi bathunyelwe kulo nyaka. Ngaphezu kwezigidi ezi-3 zale mithwalo kubikwa ukuthi yenzeke kwikota yesine ka-2021. Ngamanye amagama, ukuthunyelwa okukodwa kungakhula kufike ku-128% kanti imali engenayo ingakhula nge-137% iye ku- $ 8,6 billion ngaphezulu kuka-2020.
Ama-Smartable foldable ku-Galaxy Z Fold (book-type) form factor kulindeleke ukuthi abhekele u-2021% wemali etholwayo evela kuma-smartphones agoqekayo futhi agoqekayo ngo-49, kusuka ku-39% ngo-2020. Isigaba sithanda -Google, Oppo, I-Vivo и Xiaomikubikwa ukuthi bakhiqiza izingcingo ezinefomu elishiwo.
Okokugcina, ngokusho kukaRoss Young, amadivayisi avela kwabangenayo abasha azoba nezibonisi ezigoqekayo ezisukela kuma-intshi ayi-7,1 kuye kwayi-8,2 ngaphezu kwe-clamshell engaphansi kwamasentimitha angu-7.
