Wahi a kahi hōʻike hou, hiki iā Samsung ke hoʻi hou i ka lua o ka hapaha o 2024 i loko o ke kahua kelepona paʻa. ʻO ka mea mahalo, ʻoiai kēia, manaʻo ʻia ʻo Huawei brand China e hoʻomau i kona noho aliʻi ʻana ma ke kumu kūʻai aku o ka mākeke foldable.
E like me ka hōʻike hou loa mai Display Supply Chain Consultants (DSCC), e hāʻawi ana i nā loiloi i loko o ke kaulahao lako hōʻike. Hoʻopili ka hōʻike i ka wānana mua a ka paʻa e hoʻoneʻe ʻo Huawei i ka Samsung ma ka mākeke foldable ma Q1 2024. Ma hope mai, ua lilo ka wānana i mea maoli, me ka hoʻopaʻa ʻana o Huawei. 35% o ka mākeke foldable iloko o ka manawa i oleloia.
I kēia manawa, ua ʻōlelo ʻo DSCC e huli nā papa i ka hapaha e hiki mai ana, me ka huli ʻana o nā pilikia i ka ʻaoʻao o Samsung. Ma ka laina me keia, ka hoike kaʻana like i ka ulu ʻana o ke kūʻai ʻana o ka panel foldable i ka wā.
"ʻOiai ʻo Q1'24 he hapaha lohi i ka manawa no ka mākeke foldable, ua manaʻo ʻia ʻo Q2'24 e hoʻokumu i kahi moʻolelo kiʻekiʻe no ka loaʻa ʻana o ka panel kelepona hiki ke hoʻopaʻa ʻia ma 9.25M i ka hoʻomaka ʻana o Samsung Display i nā moku panel no kāna mau hiʻohiʻona Z Flip a me Z Fold. mahina ma mua o ka makahiki i hala, ma ʻApelila ma mua o Mei, a ke hoʻomau nei ka ulu ʻana o ka papa hana o Huawei, "heluhelu ʻia ka hōʻike. "Ma Q2'24, manaʻo ʻia ʻo Samsung e paʻa i kahi 52% a 27% pono ma luna o Huawei i ke kūʻai ʻana i ka panel me ka Z Flip 6 a me Z Fold 6 e hiki mai ana i nā hiʻohiʻona kiʻekiʻe ʻelua ma ke kumu kūʻai panel. E loaʻa iā Huawei nā hiʻohiʻona #3, #4 a me #6 ma ke kumu kūʻai papa. Manaʻo ʻia ka loaʻa ʻana o ka panel no 27 mau hiʻohiʻona like ʻole ma Q2'24.
ʻOiai ʻo kēia, ua hōʻike ʻo DSCC e hoʻomau ʻo Huawei i kona noho aliʻi ʻana ma ke ʻano o ke kumu kūʻai aku ma ka mākeke foldable. Wahi a nā hōʻike, e hoʻolaha ka brand i ka foldable ʻO Mate X6 i ka hapa lua o 2024 ma ka ʻaoʻao o ka Mate 70 series, ka mea pani o ka Mate 60 kaulana i hoʻokuʻu ʻia ma Kina i ka makahiki i hala.
