Ho latela tlaleho e ncha, Samsung e ka khutla kotareng ea bobeli ea 2024 lebaleng la li-smartphone tse phuthoang. Ho khahlisang, leha ho na le sena, mofuta oa China Huawei o lebelletsoe ho boloka taolo ea eona molemong oa thekiso ea mmaraka o phuthoang.
Ke ho latela tlaleho ea morao-rao e tsoang ho Display Supply Chain Consultants (DSCC), e fanang ka litlhahlobo ka har'a ketane ea phepelo ea ponts'o. Tlaleho e latela polelo e boletsoeng esale pele ea feme ea hore Huawei o tla theola Samsung 'marakeng o phuthoang ka Q1 2024. Hamorao, bolepi bo ile ba fetoha nnete, ha Huawei a fumana ts'ireletso. 35% ea 'maraka o phuthoang nakong e boletsoeng.
Joale, DSCC e boletse hore litafole li tla fetoha kotareng e latelang, 'me menyetla e fetohele lehlakoreng la Samsung. Tumellanong le sena, the raporoto e arolelane hore ho tla ba le kholo ho foldable panel procurement nakong eo.
"Le ha Q1'24 e ne e le kotara e liehang ka nako ea selemo bakeng sa 'maraka o phuthoang, Q2'24 e lebelletsoe ho theha rekoto e ncha ea theko ea li-smartphones tsa 9.25M ha Samsung Display e qala ho romella thepa bakeng sa mefuta ea eona ea morao-rao ea Z Flip le Z Fold. Khoeli pejana ho selemo se fetileng, ka Mmesa ho fapana le Mots'eanong, mme theko ea phanele ea Huawei e ntse e hola, "ho bala tlaleho. "Ho Q2'24, Samsung e lebelletsoe ho tšoara monyetla oa 52% ho isa ho 27% ho feta Huawei ka phanele ea theko ka Z Flip 6 le Z Fold 6 e tlang e le mefuta e 'meli e phahameng ka ho fetisisa ea phanele ea theko. Huawei e tla ba le mefuta ea #3, #4 le #6 molemong oa ho reka thepa. Ho lebelletsoe hore ho be le phano ea theko ea mefuta e 27 e fapaneng ho Q2'24. ”
Leha ho le joalo, DSCC e totobalitse hore Huawei e tla boloka taolo ea eona ho latela motheo oa thekiso 'marakeng o phuthoang. Ho ea ka litlaleho, brand e tla phatlalatsa hore e phuthetsoe Molekane X6 sesebelisoa halofong ea bobeli ea 2024 haufi le letoto la Mate 70, mohlahlami oa Mate 60 ea tummeng eo lebitso le ileng la le tsebisa China selemong se fetileng.
