Dabere na akụkọ ọhụrụ, Samsung nwere ike ịlaghachi azụ na nkeji nke abụọ nke 2024 na mpaghara ekwentị a na-atụgharị. N'ụzọ na-akpali mmasị, n'agbanyeghị nke a, a na-atụ anya na akara China Huawei ga-ejigide ikike ya na ire ere nke ahịa a na-atụgharị.
Nke ahụ bụ dịka akụkọ ọhụrụ sitere na Display Supply Chain Consultants (DSCC), nke na-enye nyocha n'ime ụdọ ọkọnọ ngosi. Akụkọ ahụ gbasoro amụma ụlọ ọrụ ahụ buru na Huawei ga-ewepụ Samsung n'ahịa a na-atụgharị na Q1 2024. Mgbe e mesịrị, amụma ahụ ghọrọ eziokwu, na Huawei na-echekwa ya. 35% nke ahịa foldable n'oge a kwuru.
Ugbu a, DSCC kwuru na tebụl ga-atụgharị na nkeji iri na ise na-esote, na ohere ahụ ga-atụgharị n'akụkụ Samsung. N'ikwekọ na nke a, nke akụkọ na-ekerịta na a ga-enwe uto na nzụta panel mpịaji n'oge oge ahụ.
"Ọ bụ ezie na Q1'24 bụ nkeji nkeji oge na-adịghị ngwa ngwa maka ahịa a na-agbanwe agbanwe, Q2'24 na-atụ anya ịmepụta ndekọ ọhụrụ dị elu maka ịzụrụ panel smartphone na 9.25M ka Samsung Ngosipụta na-amalite mbupu panel maka ụdị Z Flip ọhụrụ ya na Z Fold otu. N'ọnwa tupu afọ gara aga, n'April kama Mee, na ịzụ ahịa panel Huawei na-aga n'ihu na-eto eto, "ka akụkọ ahụ na-agụ. "Na Q2'24, Samsung na-atụ anya ijide uru 52% ruo 27% karịa Huawei na nzụta panel na Z Flip 6 na Z Fold 6 na-abịa n'ụdị olu abụọ kachasị elu na ndabere ịzụ ahịa panel. Huawei ga-enwe ụdị #3, #4 na #6 na usoro ịzụrụ panel. A na-atụ anya na a ga-azụta panel maka ụdị 27 dị iche iche na Q2'24. "
N'agbanyeghị nke a, DSCC kwusiri ike na Huawei ga-ejigide ikike ya n'ihe gbasara ire ere n'ahịa a na-atụgharị. Dị ka akụkọ si kwuo, ika ahụ ga-akpọsa foldable Nwunye x6 ngwaọrụ na ọkara nke abụọ nke 2024 n'akụkụ usoro Mate 70, onye ga-anọchi anya Mate 60 a ma ama nke ika ahụ malitere na China n'afọ gara aga.