2022年商显市场发展现状及趋势展望精华版

2022߈ي࣫ࣙՃ૟ԎيՇ֫١ު֌وٴDISCIEN B2B BU ڢࣹContents0102ѫߑ֫र١قԴ٢ߡ͹ђவߡவߤ଱ࢵӣߑঌઆયՃݺঌ͹ݺ03фս͹фս஑ߎՃфսӫޏОДםҼ୰ 01Ѫ޲֪ऀ٠فԳ١߂͵ё஄߂஄ The CIO of the "IoD" world4Data source:DISCIEN1.1 տڦ㓬ޫ㖊ঠՂմ֪㑴٠ۺݝޥՔفҪԖ١יуռम६͵уռإИ•ё21ऀ͵޼Ӟઓ߂஄޲ղٹاٴӑЈەੴ۸вङתਭࡌ৑஬ە֫О١֜ҿѕфսު֌֨ͫٺճߑவߡӟૄёםਚղ࣫६࠵Ї䃖ङ૟Ԏ ͅ•ךૻقфս٢࢕йҿЈ֨րङҼ୰ڧۅߊ৑Ճյە֫㒤١ܙਈߡவߑճٺֿ௅ߑճٺͫ૩ӟѮ৏ыҎӯ澝ޗ澝ل؟ਈ޴ܬԕֿՃ௅ࢄͫۧ࢕׼Щ澝ਫߐ׽ѽঈ澞10091077121514651134113415921652176724052352246519Q119Q219Q319Q420Q120Q220Q320Q421Q121Q221Q321Q4فҪԖ١יԅуռ׌ك؞ৗޕ׻ШۈࡶݸъҍӮ৺ޱ׼ѼޕৗӍॣҠા୅޲৺ࡶ޲াਧوѸݤ޲ଲݗ১Ԉ޲ݏࣻъ֗޲سտ૊ڦ㖊ঠ֪ӞઓՈӰ٠߂஄޲ղٹ 98.8%98.0%93.5%83.9%79.9%78.7%69.7%73.1%1.2%2.0%6.5%16.1%20.1%21.3%30.3%26.9%20Q120Q220Q320Q421Q121Q221Q321Q4MDLOCThe CIO of the "IoD" world5Data source:DISCIEN1.2 ىҪԖՆיک㓆ڤͧуռࠖૡޱՉԖՂ۪࠭୻ޑ֪㓆͵ڤԅуռ׌•IFPD͵Љգѫઑث؜йIFPD߄वЉգङ஬ࡌͫଓ३ԣҁѫઑ؜ҜէйAllin one؜ԣҁѫઑ֪ߎфսͫ/ͅ ԗфսֲࠥҜէйӣѽް֫ঈ؜ઐׁ•VW͵சवUNBMDLࣅۨލङЉߐ܉ু੸ࡌԗ஬߽ך֫ͫОдଌՠ١ݹڐԴ傱傱ߡͫவOCфսͫ ҿԩࡁଦݕ࢏ԟ ͅ•DS͵சव޴㘸١ֽ଒३ԆڽՃҠ૱஡ঈ॑ѫ୼ொ௜Ԉ୸ۨ࢏ଦࡌ㘸ଳ஀஬޴ײް֫ॐުיۯͫ࢓ءܬ୸ͫԕۨߡவיۯԈݐ࠴֜ͫOC/௤щMDL澞ہڥДय़VW͵୩अUNBͧ࢕ۉࡰ૵ޱঐੇ۪OCԞܶݮЈࠢԨDSେۉ߂஄טېԇܱԅͧ׌࠭ठ୻ދטې͵IFPDࢻࡦݮЈ࠭Ԗуռ୻ֱࠆ͵ӢѼ76108177201920202021Unit: K֘஺۽ݏઇףҦݡ֘஺ܲॐުॐު֘஺۽֘஺ܲףҦݡAll in one•фս௤چதۨԗ•ࡌ੽؜ӕѫઑ߶ૡࢠԖֱࠆӢѼ•ԗֲࠥфս•ް֫؜ѫઑ࠺ૡࣔࢠ•Օ݇߿௄঑Ճؘஎ஬ࡌଣܫএԗગઋфս The CIO of the "IoD" world6Data source:DISCIEN1.3 ԅૻ۪ޱԞঃ͵੖ܰ/ফܑ/ڤڐӣԀ۪ޱԞঃͧНуռ٪ޟ޼ளଡ଼ԅҚ•IFPD͵ߐ܉ݏԟ঴ઇލЉ֨ԴߡவرͫTouch֨ҟOCୌङߐ܉ӣОљLGD/BOEОї੮ङincellஈੈͫљՃљAUOОї੮ङoncellஈੈ ͅ•VW͵Ԇ׍ङ؟ࣨ࢕சवЇͫॴܰড়фս࢐ଥࣤଦݕ࢏௤ͫיՐMiniLEDਅҰ澝UHDঈ௤஍Ԇқфսځ଍৲ࣿ ͅ•͵وڤڐہڥॐфսުԗ߽ך➻ࣿߐ܉Ӥԁڥڑىڥߚײͫऀйсପ澝ன։ځͫىڥސ澝ىڥ֤澝澞ֿॐঈ௅يઃي澝ڦ澝Ԩ<=ফܑ͵څшӢ૓ࢴॗ੐ߡԞঃ74.6%77.8%68.6%76.3%81.1%79.1%75.0%70.4%19.4%16.8%26.5%15.8%11.8%13.4%15.2%16.0%4.5%4.9%4.9%7.9%7.1%7.4%9.8%13.6%20Q120Q220Q320Q421Q121Q221Q321Q4UNBEXNBRNBSNBMini LED৔үEXNB/RNBUHDUHDফܑृளш־ள৸ளӢ૓ࢴ㓆ڤԖуռߞי➋࣏ޱӣԀ۪ڤڐ͵وڤڐIFPD͵Touch֧ҞOC܍ଛԔin cellՂon cellГלୗਗوڤ֣وڤݱوڤ޻POLCFFilmLCTFTPOLPOLCFFilmLCTFTPOLin cellon cellرsensorҟӱCFФЈͫઇݏЊުॐһऀ௜ԈICرsensorҟ֨ҞҰ࣌չCF௜ԈڔܵיФ୿ͫ୊ऀIC 02 ߅଀䎯Ӣ޲ज़੕੾Ղݛज़͵ݛ The CIO of the "IoD" worldData source:DISCIENࣂݦ੎ڿجܗѼॸࣩݰԢբӪڵЗܨݤל▁ѼԖ֡ҵڎ߄ڼ澦һиԅ澧ߥݱݲ঍ؗߊѼॸॠԂݰԢբӪڵЗܨݤל▁ѼԖ֡澦ҵ澧ոڵЗܨݤԇܱͧ࠭ੌߗਙؗ䬚૖ِ䬚Зոࣹڧ澦ગ5Gߥݱݲؗىত৸ளઔଞՆݲक੦ֹׁݰॗ澧2.1ЖיՂࡥͧ֩ਙاٴ懊懫ͧюاٴੋॠ͵ГݤАঘ֟ذͧ־ԙ10ڏى୳সڵЗܨݤЖ82020اٴ12ޤ23ݺ2021اٴ5ޤ24ݺ2021اٴ11ځޤȐАݤੋॠȑ8঍ৼ䎯ոߊॠԂ؞֡Ж10୳সڵЗܨݤЖ•֡ԆୢԬՆࣩ澦“੐ӥىՆ࡛؀কݤлȑ֙Ԝރػ澧गܶӞͧȐӰ2025ݤͧޫى۞恱զҵ஄࡛؀কݤͧاٴԅҚԨ׌уЎڵߟ࡛؀কGDPࠢଜ૖Ӱ10%”澞ҾЗͧԅݲؗڼȐАݤੋॠȑٖसފଜੌࣩअԂ䎯澞•НОڎݰјذڵЗܨݤੋॠȑ஍ࣹЗࣩݤȐАڏޏͫङ଑Ȕ֥ؔ؟֢৉֠ગڏڶИ݇ރ10Зத৩ȕڐي澞؞֡એݛѪচдԤ஍Јબ૚15%澞ܕݖݛࣩએЉଋͫӲؔઁף࣓֨ୃق݇ރם֪՟֨ͫ࣫ސ֪Ӏѽӱ՟ЗঌՕਈѫЉ▲ݺͫصךީ҆ࡁङ֫չ١ڄݺөͫӀѽ澞߽ۯԇ٪ৗاٴࠠੋॠͤஓਗ਼ݤऀͧͣА޼І࡛ёকઞ4000ыҪ澞ȑ•ܶ݇ރչڶИݏ঩৏ୌͫडڶИ݇ރѽޅܼ֨Иީڶ୍੽ङুۨୂӣͫ৲଑ҿИҎࢄՃLEDչLCDфսىםݎܰ ଞݤߌ޲ڵЗܨݤ2021543.6ߌЄଞݤߌ޲ڵЗܨݤ2025F759ߌЄଞݤڵЗܨݤ2025F11ЄЖ+୏͹ރ߫ߑ঑ࡹઁӦஓ৏ઋ׋ୂ࣪׋࣪ہ֢ࣿ۩݇߿୏ރڶИ݇ރحݐଇروٴЅЗଞݤڵЗܨݤ׌ݰ2.5ЄЖ+ӰڵЗܨݤޥҜ੦Լ2025اٴޥ30%͵ޑ֪ݰޟૼݘࣩ૝2.6ЄЖଞݤڵЗܨݤ20218.5ЄЖ2.2 ૖࠭୻֧ࢋܯܑوלࣩ޼ੋॠ͵٪ݤА503K+800K燗Data source:DISCIEN9The CIO of the "IoD" world׌ݰڵЗܨݤ㔀+ଞ͵ݤૼݘ5ЄЖ+•ͧјޑ֪ܰОԂࣱذܯܑ4*4ࣩԤѼ஍ࣹҜ੦ͧҜ੦ࣱ֧ࡱ؛ܰ૴ࢴН50%֧ͧ૴ࢴНࡱӸՕܝܗڵЗܨݤ஄ऴس15%ͧஓਗ਼Ք٪޼530k+Ͷ࠭୻׌ݰࣩ•LEDͧјڵЗܝܗܨݤ୎઴ОԂӸՕس60%ࣩࡱ૴ࢴͧԤѼ஄ऴ30燗 ͧԤў5Є/燗ૡਸ਼Ҝ੦ͧஓਗ਼Ք٪޼બ450ыࣩ֧ࢋ୻࠭ͧЋڲ୎઴уռՔଜ䎯વૡࠕ६Ͷޑ֪уЎ଴֢崭੦ڎযছٳОԞঃڵЗܨݤ&੦ڎԞঃڵЗܨݤ&੦ڎүঁүধԳ֋澝үֱࠆԳ֋澝О੦ה֋Գ֋澝ֱࠆ֋澝үڀ҇ה੦ܰࡴIT੦ה֋澝IDC֋ڀ҇Քଜ䎯һࡉйԳ֋澝Ѕל૜ਗ֋ڶИ݇ރͅђ ުޢԈԃૻОܞࡌॐфսङ஬ުݎܰٳىםйثગЈڏ੼঑ȕރȔБޅЗ঩৏ாऩЈरͫҿࢄՃׂॅৠৌ澝ৠৌગו澝ITગו澝ঈךфս୥ߚङ୊૆ͫЌثઆӐࠄސङਈԃ੽ࡌૻ௤ͫ৲ٳىםфս୊૆юԩҿИङ▲شୂӣͫЌљऩӹ՟ىםԴ֌ङࠄސਈԃरͫڮ஡ҁОफݎИ߶ѣЏՀЊͫ୻খؓ૜ਗ֋ۋী୳ۉ֋ͧুѭঞࣩ૜ਗ֋ױशԇॸ澝ࣔґॸ澝৊ૹॸފذОԂԿЉѢЎͧՔଜ䎯һࡉ澞 濄濃The CIO of the "IoD" world•2022৒কચݟاٴԆ׍وٴ௄঑ૻԾސ֪঴Ճߎס͹И10%ܴݵͫҿИԆ׍وٴ૏୐ૻԾيਃՇݾӹ؆30ьͫ࣫ї৺Џݾਃૅ୏ݕԟઋӦ૏Ԇ׍୐25澞ֿङ௅ך߂چٱԆ׍௄঑ީͅ ь•͵ݟ㎇ۙޯ㎷ҩⴃङޯՃ҉ީޛԝ֚мߊ୿؆ӹݾਃङ୍ࢵٗҁӄ३ઁਸԗ澞ࡶͫ୊૆حПڄݺंر୊૆ىםͫե৒слؠ•ݟ৉ⴃઁਸ߻؁ރ߻澦৺Џஓ֨͹݇߿֨ऀͫځঝىेޢ澧И澦৺ӕ߶ગڏўߚ؆ݾઐؘ߻؆Џث澧80ЗЋЏ଒੧৏ઋͫ߄30ЗЋЏص୏ਙࡌ஬֫঑௤৺١ݐфսͫىםслࡌे੽ޢ16.2ЅՖ澞2.3 ज़͵ݛ৒ݟ2022ԅ׌اٴஓॠ૊Խاٴ10%־ஔࡉНଜ䎯һݟЉ৉ݟͧ㎇Data source:DISCIENஓॠӢକஓॠاٴࣼ૊Խܴݵ৒ݟ؅ӸՇي૏୐230+30ԟ੭ݕЊਈԃ֑ݷ࣪ਭڞਃ੖ݾУԇԉ૏୐௄঑300+1.5࣫ї৉Ўݟ৒ૅ୏ݕԟઋӦ૏୐302.57+25૏୐௄঑يஶՇݷ߻௤ސ֪ܴݵ393.9+17.42022؟ஓॠҿѼӃݱ֩ոנ৒কચЗݟاٴUnit͹ьҫⳓ੐ਇߜ؀ݤߜ澦৉Ўୢ澧-2020.6澦“Ԟਸ਼ԇਗ਼ӥܶى৒Նݟлȑ؅Ӹ֙Ԝ澧-2021.12•ӱ2025ҵⴃࣤଇӱࡃوٴӹІ؆֢ͫҶوٴ90%љЇ•ސ㖥㓬㎇Ҩⳓ੍ࣴࢴ૖Ӱ85%јІ•ҸԄⴃ֨ⴃ㎷ҩԩࡁଇӱ50%љЇ֪٠ଙક઩զ੐ਇԖ੭ૉݺ҈ીݕقਃݾԄ㎷ҩⴃࡇۅۙޯуռգवঞਗ਼ЊЎݤࣩЊЎ࠭गੌރޥॠܱଞ࠭୻֪ள৉٠80З੐ਇͤהੇݲ੦֗ӔͣЊЎљߗ੦ڎѝ޻؅ݟ੟ؗߜ澦৉Ў؅澧ЋЏރ୏͹30З͹ࡁԩ38%୏͹ރ؜ݾ42.5Ѕ୿୏͹ؠࡌ஬42.5*38%=16.2Є•壝ՠچࢋङ؆ݾਃݾЊ৺Џߐ܉ێङѩԎͫҏ଒Ғߐ܉ێҒܼҭӣՇ•ײऀͫځঝىࡌे੽ޢ澝ࣔ׾ЯԔ߂㘦ுޕ澝߂ٴ৒ݟঈىםсл 2.4ਁוਸ਼Ўڼͧԅڀտ߃ऴڃݛݱ֩ज़ͧݛ֞ӞՕࣼһ傴؞֡஠஢୸ֈ͵䡎㖊Уդ11The CIO of the "IoD" world2021وٴ7߃2022وٴ1߃2022وٴ2߃•ځ؁ԗ澝҈ރް֫ڃԈ୹ݐ୥޴ਈԗ澝ؘ࣫߆ԇতӕԗ澞ؠગӄڏঈ•ܱԇકࢢЗڵॗѭঞ֋Ўऴڕ߃ૡநՆ֋ռոநڂ澝澝ڿԖӪݧى܃ͧڂ参ݷѦ୍׻ШॗЎ㓆ͧ•࢞֋Ўռ֤ࡕ࣏ࠨԇҍܱԖ澝૤ଶԖՆىͧѨҮՆ֛֩Ґ୭६Ў㓆ͧޯׁىӱؕՆىռઔܶԞ६Ў㓆澞֋Ԇ଑Ԧܗޱ੦۪ڎڂ㘦֋ޕ澦ͣੰਸ਼ͤ澧׸ݘՆ澦“Ԝ֙лȑࢻіࡗૹѼॸڎ੦੐ӥ澧׸ݘՆ澦һиҎૡާԆЎஔ֞־୰ज़ݛٳࣩਂىՆוਸ਼Ў㔧澧؀Ԗݤޑ֪ڂ௃Ԋ୸ֈୈىͧ૤ଶԖՆڂૡୈڕԇ਼ܱ҇ઘܶڃݛਁͧו࡛কࢍӴ•ଢت஠஢ЎͧёӖऺӰୠચ澝ё਼ઘӰন儋澝ё壝ઞӰۼҐͧஔգц10ۙޯԇЏ߆ߚ߄ͫଐיޑݒܴ㜦֟傴ۅ7ߚޑݒূԗ澝তӕО੧ЏչѣЏઆ֟澞୔䡎਼ઘ澝ଟ壝ܕݖ•߃ޙͫИ֢ୣґडѫ੮ॐرȔحږषҏୣ੧ґԗ澝сପ଍૿ކ࢕ޓ澝ன։澝أ௑௓ѻثߣߑகঈՉ䡏ڧەրࡁૻЕ୍ङ੧ЏͫԆ֟ثם஡੧Џ澞چԃފҜ࢛ङ୐壝૏Ӗચୠચ•߃૏׹Շ٢֢ͫޙ澦һиҞװԆЎާاٴڲسѢЎոЖѼٖ֋ۑېलӖұٖҀࣩૹऍ澧ͫ଒▲ݐ࠵ԈИסѣЏ੊ؘя۰وٴॣӗҲٗҁ澞•߃ثӟݕԇஓ֢ޙاٴю֧ਸ਼Ўͧ֞ࢤ஠஢ॗзޗݲؗڅ؃ন儋ঈ⠽াҐ୤ચ澞•߃ޙͫыԃ૏࢛չ॑ѫґஞୂԄҸԶչ؟֢५ԇقۈԄҸԶЈՇݲ㓬ؗࠝਸ਼Ў୘֞ࢤ澦һиন儋ѢЎडѪҐ୤ચݛज़ࣩૹऍ澧ܬेԕޢͫ஠ޯׁন儋ѢЎ৉ٖݲ㓬ؗࠝਸ਼Ў୘֞ࢤӃࣩ֧஢⠽াҐ୤ચ澝סЎҐ୤ચ澝ٖѮҐ୤ચ澞ਁוਸ਼Ўڼज़ͧԅݛ֞傴؞֡ڀտ߃ऴڃݛݱ֩澝ԗцॗٕٹ澝Ԧц澝ڴ஀ٍ澝، 03 уռ͵уռୠޯՂуռӪݰНГלһି 133.1.1 ޯୠࠖІՂઘ՟ІҞૡ▁ݤق޶ৣܰ੖֧͵ޯуռୠThe CIO of the "IoD" worldData source:DISCIENCGTOP OCASensorSensorBOT OCAࠃૉՠͽ3mmOCܰ੖؟ࣔGFF߄গLOCA0.5mmOCCGOCAF2 SensorCGOCAF1 Sensorܰ੖؟ࣔGF2߄গܰ੖؟ࣔGF1߄গG-SensorG- SensorOCG-Sensorஜਔ0ૉՠͻ0.3mmݎफ0ૉՠͻ0.1mmઘ՟ߤ؟ࣔࣔ؟ҵઘ՟؟ࣔ0ઘ՟љ86تфսО҆ՃݏઇOCAچԼ0.504mm2كOCAࠀџф֢60ҫ+଒Ս100ҫ+2ਔݏઇكPETࠀџߕׂф֢7ҫ+଒Ս18ҫ+љ86تфսО҆ՃݏઇOCAچԼ0.254mm1كOCAࠀџф֢30ҫ+଒Ս50ҫ+1ਔݏઇكPETџߕׂࠀф֢3.5ҫ+଒Ս9ҫ+љ86تфսО҆ՃݏઇOCAچԼ0.252mm1كOCAࠀџф֢30ҫ+଒Ս50ҫ+1ਔݏઇكPETџߕׂࠀф֢3.5ҫ+଒Ս9ҫ+ؗଢ଼ڀ࣐͵੝ࣀGF2ЊGF1ૻGFFՕӗމߕص҅ऀۨߎͫѸё஬ৰਖ਼થߛ٫ࠄސङਧࣤЈ஑ЊމߕӗصФ୿ङ੫୏୼ொૉՠࠃࠀџͻ100ҫҶૉՠҶૉՠ700-800ҫૉՠࠃஜਔџࠀ320-550Љஜਔџࠀ250-300 143.2.1 уռӪݰ-NFT͵֗ठދ