Ngokwengxelo entsha, i-Samsung inokuphinda ibuye kwikota yesibini ka-2024 kwindawo esongelayo ye-smartphone. Okubangela umdla kukuba, ngaphandle koku, i-brand yaseTshayina iHuawei kulindeleke ukuba igcine ulawulo lwayo kwisiseko sokuthengisa kwintengiso esongelayo.
Oko ngokwengxelo yamva nje evela kwiDisplay Supply Chain Consultants (DSCC), ebonelela ngohlalutyo ngaphakathi kwekhonkco lokubonelela. Ingxelo ilandela ingqikelelo yangaphambili yefemu yokuba uHuawei uza kuthoba i-Samsung kwimarike esongelayo kwi-Q1 2024. I-35% yeemarike ezisongekayo ngexesha elikhankanyiweyo.
Ngoku, i-DSCC ibango lokuba iitafile ziya kujika kwikota elandelayo, kunye nezinto ezinokuthi zijike kwicala le-Samsung. Ngokuhambelana nale nto, i umbiko kwabelwane ngokuba kuya kubakho ukukhula kwiphaneli esongelayo yokuthengwa kwempahla ngexesha.
Ngelixa i-Q1'24 yayiyikota ecothayo ngexesha lonyaka kwimakethi esongekayo, i-Q2'24 kuqikelelwa ukuba iya kuseka irekhodi elitsha eliphezulu lokuthengwa kwephaneli ye-smartphone esongelayo kwi-9.25M njengoko i-Samsung Display iqala ukuthunyelwa kwephaneli yeemodeli zayo zamva nje ze-Z Flip kunye ne-Z Fold enye. Kwinyanga engaphambi konyaka ophelileyo, ngo-Epreli kunokuba ngoMeyi, kwaye ukuthengwa kwephaneli yeHuawei kuyaqhubeka nokukhula, ”ifundeka ingxelo. "Kwi-Q2'24, i-Samsung kulindeleke ukuba ibambe i-52% ukuya kwi-27% inzuzo ngaphezu kweHuawei ekuthengeni ipaneli kunye ne-Z Flip 6 ezayo kunye ne-Z Fold 6 iimodeli ezimbini eziphezulu kwiphaneli yokuthenga. IHuawei iya kuba nemodeli ye-#3, #4 kunye ne-#6 ngokwesiseko sokuthengwa kwephaneli. Kulindeleke ukuba kubekho iphaneli yokuthengwa kweemodeli ezahlukeneyo ezingama-27 kwi-Q2'24.
Ngaphandle koku, i-DSCC igxininise ukuba iHuawei iya kugcina ulawulo lwayo ngokwesiseko sokuthengisa kwimarike esongelayo. Ngokweengxelo, i-brand iya kubhengeza i-foldable Umlingani X6 isixhobo kwisiqingatha sesibini 2024 ecaleni Mate 70 series, indlalifa edumileyo Mate 60 ukuba uphawu yasungulwa e China kunyaka ophelileyo.
