Sayan tepet et mas komplikado nen say iisipen na totoo. Antoy kabaliksan na "sankabalgan"? Kabuoan na kita? Say kita na digital signage et espisipiko? Saray yunit ya nipawit? Market share? Mandumaan so ebat ya ompaway depende ed no dinan a sukat so pinili.
Samsung
Say Samsung so numero uno ed amin. Gagawaen da so amin a bengatla-panel, chips, memorya, display, LED modules. Say Samsung Display et mangisusuplay na AMOLED ed kapaldua na industriya, insan say Samsung Electronics et mikompetensia ed saratan met lanlamang ya kustomer ed saray asumpal lan produkto.
Say Wall Pro MicroLED ya inlunsad nen 2024 et makapadinayew. Itutulak da iyan modelo na subscription-hardware tan CMS tan analytics ya intipon. Matalino ya galaw parad paulit-ulit ya kita na kuarta.
Nia so bengatla balet. Mitongtong ka ed siopaman ya manggagawa na LED video wall projects ya walay budget to tan ibaga rad sika ya presyo na Samsung so sarili da manlapud 60% na saray pankanawnawa. Nayarin mas dakel ni. Saray Chinese manufacturers et man-quote na 30% ya mas abeba parad parehon specs. Say Samsung et ontutumbok ed premium segment tan paulyanan ton amin so manlalaban ed arum.
Say EMEA tan North America market share da ed LCD commercial displays so manunan tuloy. Say datos na IHS Markit so mangipapanengneng ed saya ya tuloytuloy.
Pigaran Data (Wala ray Caveats)
Saray report na industriya manlapud Futuresource tan AVIXA et angiyan ed sankamundoan ya merkado na digital signage ed$31-35 bilyonparad 2026. Malaknab itan ya sakop balet ontan so nagagawa no salien ya iter so kabaliksan na "digital signage."
Magaspang a kalkulasyon no iner so kawalaan na saray manunan manag-awit:
Samsung Electronics- manga $5-6 bilyon so kita na digital signage, 18-20% ya market share ed interon mundo. Mabiskeg ed LCD, LED, MicroLED, OLED.
LG Electronics- $3-4 bilyon, manga 11% ya share. OLED so pokus da.
Unilumin- manga $1.1 bilyon (7.4 bilyon RMB), numero uno ed LED ya walaan na 10% ed satan a segment.
Leyard- manga $1 bilyon, manga 15% na LED segment. Walay Planar da ed North America ya importante.
Sony- mairap ta ibubundle da ray propesyonal ya display ed saray kagawaan ed broadcast diad saray pinansyal da. Walay $1.5-2 bilyon ya bilang balet kaiba ditan iray produkton aliwan signage.
Say LED Video Wall Situation
Ditan so sankapelesan ya panguuman na saray bengatla.
Say Unilumin et akalampas ed Leyard ed kita nen 2023. Ipapanengneng na tinaon ya report da, akumpirma itan na saray estadistika na Omdia. Si Leyard so agnasuppiat ya lider nen ag-abayag.
Akin et akasabi so Unilumin? Say pabrika ra ed Shenzhen et automated a maong. Pinalaknab da ni so kapasidad na 30% nen 2024. Say overseas margins da et mas atagey nen say domestic. Say gap et mangipapanengneng ya agla ra mankokompetensya ed presyo ed interon mundo. Wala ray brand premium ya ompapaway.
Say konsierto nen Adele ed Munich nen 2024? Say baleg ya 4,000 square meter LED screen ya akaawat na Guinness record? Unilumin so nanggawa ed satan. Maong ya panaglako.
Si Leyard et manggagawa na LED ed loob na masulok ya duamplon taon, sikato so angigapo na fine-pitch LED, walaan na aralem iran relasyon ed saray control room tan command center. Say impakasaliw na Planar nen 2015 et matalino-ya angiter ed sikara na tatak ed North American imbes ya salien dan direktan i-push so ngaran na Leyard.
Say parehon bengatla ed sarayan duaran kompanya et say panangontrol ed suplay na suplay. LED chips, driver ICs, manufacturing-maslak et diad abung. Mas abeba so presyo nen saray Koreano o Hapon ya kakompetensya.
Balet tua iray peligro. Wala ray kustomer ya mangibabagan "anggapoy Chinese brands" anggano mas maong so specs tan mas abeba so presyo. Say geopolitical ya situasyon et ag naandi.
Estratehiya na LG
Say LG so numero dos.
Aliwan makabat so iyakar ed Samsung ed amin a bengatla. Anggapoy parehon vertical integration o scale da. Kanian baleg so pustaan da ed OLED imbes.
Mankikimey itan. Say LG Display so saksakey ya supplier na angkakabaleg iran OLED panel ed interon mundo. Ag-itan manguman ed magano-say pangipaalagey na kapasidad na OLED et mankaukolan na dakel a taon tan baleg a pinansyal. Say transparent OLED so nagmaliw ya default parad high-end retail window displays. Saray tindaan na Apple, Louis Vuitton, ontan ya klase na pasen.
Sinaliw da so Navori Labs nen kagapo na 2024-Say Verge so angireport na manga $200 milyon-tan natan et walaan ira na istorya na software ya ibaga da kaiba so hardware. Say Business Cloud CMS so inlunsad ed saman met lanlamang a taon.
Say makapuy et limitado so kapasidad na OLED. Say LG Display et walaan labat na pigaran angkakabaleg a linya tan say pamalaknab to et matantan tan magastos. Tan tinmunda la ran direktan mikompetensia ed LED video walls.
Say numero dos ya manag-awit ed antokaman a merkado et kaukolan ya mananap na niche ya nayarin numero uno, odino kalkalnan kanen na lider. Pinili na LG so pandumaan. Anggad natan et mankikimey ni.
Ranggo
Diad dagup na kita na digital signage:Samsung, LG, Sony, Unilumin, Leyard
Diad LED video wall revenue:Unilumin, Leyard, Samsung
Diad panamegley na LCD commercial display shipments:Samsung, LG, NEC/Sharp
Say Sony Crystal LED et walaan na makapadinayew ya kalidad na imahen. Balet say presyo to et parad produksyon na pelikula tan saray atagey a klase na korporasyon. Ag ira mansasagpot ya mikompetensia ed karakel.
Antoy Manggaway Bengatla
Say geopolitics so manunan sengegan. Saray Chinese manufacturers so sigpot ya mangokontrol ed China. Nayarin ag ira makapibiang ed saray proyekto na gobierno tan depensa na Estados Unidos. Say Europa et magmamaliw lan panlalabanan. Say pangiyaplika na CHIPS Act nen 2024 tan say imbestigasyon na EU ed taripa na saray EV na Tsina et mangipapabitar na mas dakel a teknolohiya.
Say pambawas na gastos ed MicroLED so tepet ed teknolohiya. No onleksab a maong so gastos, umanen toy amin a bengatla.
Siopa so sankabalgan?
Mandepende ed kabaliksan.
Dagup na kita:Samsung. Anggaman say digital signage et sakey a error parad Samsung bilang sakey a korporasyon.
Say kita na digital signage et espisipiko:Samsung nin siansia, LG so komadua. Nayarin onkakapuy so gap.
LED video walls:Unilumin numero uno, Leyard komadua.
LCD commercial:Samsung.
Say Samsung so walaan na sankabiskegan ya posisyon ed interon mundo nen 2026, balet diad saray LED video walls et espisipiko ed-ya saya so ondarakel a segment-Saray Chinese manufacturers so mangidadaulo.
