1. Mahimmin tunani game da saka jari
Ci gaban ɓangaren buƙata shine babban dalili don haɓaka ci gaban masana'antar nunin LED. Ci gaban masana'antar koyaushe ya ta'allaka ne da maɓallin mahimmanci wanda LED ke buƙatar maye gurbin wasu hanyoyin nuni. Fitowar ƙaramar tazara ta fahimci maye gurbin DLP na cikin gida da LCD na haɗa allo tare da ledodi. Tare da ragin kuɗaɗen farashi, ƙaramin tazara ya tashi daga filin nuni na ƙwararru zuwa fadada tallan kasuwanci Domain kutsa kai yankin.
Mahimmin ci gaban yanzu na LED na yana zuwa ne daga ƙara shigar tazara, gami da haɓaka kayayyakin farko a fagen nuna masu sana'a, shigar shigar buƙatu daga gundumomi da ƙananan hukumomi zuwa gundumomi da ƙananan hukumomi, da sabon buƙata don ginin dandamali na gaggawa gudanarwa. Kasuwar nunin kasuwanci har yanzu tana cikin ƙuruciya. A nan gaba, haɓakar buƙata ta ƙarshe a ƙananan sassa kamar tallan sufuri, tallan kasuwanci, gidajen silima, da dakunan taro za su kawo sama da dubban biliyoyin filin kasuwa. Oasashen waje, bayan ƙaramin farar ya shiga cikin wani babban ci gaba tun daga 2018, buƙatar tallan tallace-tallace, wasanni, da bada haya da sauran filayen cinikayya na da ƙarfi sosai, kuma gabaɗaya buƙatar masana'antar nunin LED ta duniya tana da yawa. A matsayinshi na ƙaramar farar fitila, Mini LED ya sami ƙaramar sikelin sikelin. Zai shiga yanayin gida a nan gaba, kuma sararin maye gurbin LED zai sake haɓakawa. A nan gaba, nasarorin da aka samu a cikin mahimmin fasaha na Micro LED zai ba da damar alamun LED don shiga filin lantarki na mabukaci.
Idan aka haɗu da yanayin wadata-kayan, layin masana'antar LED na cikin gida ya balaga, ƙarfin samar da duniya ya koma ƙasar China, kuma kasuwar cikin gida tana da babban darajar masana'antar. Ci gaban da aka haɓaka na sarkar masana'antu ya ci gaba da ƙarfafa gasa ta duniya na masana'antun nuni na LED. Yayin da aka ci gaba da sabunta fasaha kuma aka daidaita ta, samar da samfuran zamani mai zuwa nan gaba zai kara mai da hankali kan manyan masana'antun masana'antar. Haɓaka fa'idodi masu fa'ida zai ƙara haɓaka kasuwar manyan masana'antun.
Dangane da hukunce-hukuncen da ke sama akan masana'antar, gabaɗaya muna la'akari da damar kasuwanni da haɗarin ƙimantawa a cikin zaɓin ɗaukakar masu saka hannun jari. Makullin da aka ba da shawarar sun hada da Unilumin Technology (8.430, -0.03, -0.35%) (300232), AOTO Electronics (6.050, 0.09, 1.51%) (002587). An ba da shawarar kula da maƙasudin ciki har da Leyard (6.660, 0.03, 0.45%) (300296), National Star Optoelectronics (13.360, -0.21, -1.55%) (002449), Mulinsen (16.440, -0.56, -3.29% ) (002745), Jufei Optoelectronics (6.530, -0.11, -1.66%) (300303), Sanan Optoelectronics (27.220, 0.58, 2.18%) (600703), da sauransu.
2. Nunin LED: daga ƙarami zuwa ƙarami, aikace-aikacen nuni na kasuwanci suna faɗaɗa
Demandungiyar buƙatar nuni ta LED tana riƙe da ƙimar girma mai ƙarfi. A gefe guda, ya fito ne daga ci gaba da raɗawar ƙaramin ƙarami, kuma a gefe guda, ya fito ne daga sabon zagaye da ci gaban fasahar Mini LED ya kawo. Pitcharamin ƙaramin filin ya fara ne da nunin ƙwararru, kuma ƙimar shigar azzakari yana ci gaba da ƙaruwa. Yayin da farashin ke sauka, nunin kasuwanci, galibi talla, fina-finai, da dakunan taro, sun zama mafi girman damar haɓaka girma. Mini LED za a samar da taro mai yawa a cikin 2018. Tare da karuwar aikin da aka kawo ta hanyar aikace-aikacen hasken bayan haske bayan nauyi mai yawa, nuni na Mini LED shima zai amfana da kuma cimma babban sikelin samarwa, tuka fitilun LED zuwa wani sabon zagaye na bukata.
(1) Juyin halittar fasaha, Nunin LED daga "waje" da "ciki"
Tun lokacin da nunin LED ya shiga kasuwar aikace-aikacen, ya sami ci gaba daga tsarin sau ɗaya da nunin launi biyu zuwa cikakken launi. A cikin zamani mai launuka biyu-biyu, halaye masu haske-haske na LEDs galibi ana amfani dasu don alamar sigina, gami da alamun zirga-zirga, sakin bayanan banki da sauran fannoni. Bai kasance ba sai a 1993 aka ƙirƙiri guntu mai launin shuɗi tare da ƙimar aikace-aikacen kasuwanci, yana mai yuwuwar cika allon fuska. Ainihin babban sikelin aikace-aikace na LED mai cikakken launi ya faru ne bayan 2000. A wannan lokacin, masana'antar masana'antar LED ta cikin gida sun kafa sikeli, kuma masana'antun nuni na cikin gida tun daga yanzu sun yi ƙoƙari a kasuwannin cikin gida da na ƙetare.
Farkon fuska masu cikakken launi galibi ana amfani dasu a cikin manyan tallace-tallace na waje, tare da babban pixel akan allon, wanda ya dace kawai don kallo daga nesa. Tare da ci gaban fasaha, yanayin pixel yana ci gaba da raguwa. Bayan shekara ta 2010, ƙaramin fitilar LED ya bayyana, wanda ya fahimci fadada alamun LED daga waje zuwa al'amuran cikin gida. Bayan shekara ta 2016, kasuwa ta san da ƙaramin fili, kuma ƙimar shigar azzakari ya karu cikin sauri.
Tare da nasarorin fasaha, an ƙara rage pixel na fitilar LED, kuma fitowar Mini da Micro LEDs ya ƙara sabon ci gaban haɓaka ga masana'antar. A cikin 2018, LEDananan LEDs tare da ɗigo na ƙasa da 1mm sun sami ƙarancin sikelin ƙarami kuma an fara amfani da su a cikin kwamfutocin rubutu masu ƙarewa, hasken wuta na wasan caca da manyan fuska a cikin cibiyoyin umarni, kuma ana sa ran shiga yanayin aikace-aikacen gida a nan gaba. A halin yanzu, masana'antun da suka ci gaba sun fara tura Micro LED, an ƙara rage girman guntu, kuma tasirin nunin da za a iya samu ƙarƙashin yanki ɗaya an inganta shi da inganci. A watan Janairun wannan shekarar, Samsung ya ƙaddamar da nuni na inci mai nauyin inci 75 na 4K Micro LED. Ana tsammanin Micro LED zai tafi nan gaba. Shigar da aikace-aikacen allo kusa-kusa, ana amfani dasu a cikin samfuran lantarki na masu amfani kamar wayoyin hannu, agogo masu kaifin baki, AR / VR, da sauransu.
Drivingarfin motsa jiki wanda ke gudana ta hanyar ci gaban abubuwan LED yana zuwa ne daga sauya kayan, kuma asalin maye gurbin samfurin ya fito ne daga ƙirar fasaha. A wani bangare, kere-kere na kere-kere yana ba da damar sabbin kayayyaki su maye gurbin tsofaffin kayayyaki, kuma a daya bangaren, ya maye gurbin wasu kayayyakin nune-nune na asali. Tare da fitowar allo masu launi mai launi, LED a hankali suna maye gurbin allo na allon talla, kamar ƙaramar tazara da sauri tana maye gurbin DLP na cikin gida da LCD shimfida fuska dangane da fa'idodi mara kyau, cikakken launi mai launi, hoto iri ɗaya, da ƙananan amfani da wutar lantarki. Ci gaban Mini LED da fasahar Micro LED na iya ƙara fahimtar maye gurbin ƙaramin matsakaici da matsakaiciyar LCD da fuska OLED tare da ledodi.
A duk duniya, babban ƙaruwa a cikin kasuwar nuni na LED har yanzu yana fitowa ne daga ƙananan samfuran samfuran, kuma tare da ƙarin rage ƙwanƙolin ɗigo, babban buƙatar HD / UHD ya ƙara zama babban tushen ƙaruwa.
(2) spananan tazara da babban fili, kasuwar nunin kasuwa tana cikin mai hawa
Dangane da fa'idodi da ƙaramar sifar DLP da LCD ke rarrabawa, ana amfani da al'amuran cikin gida masu fa'ida. A farkon zamanin, kodayake ƙananan ledoji masu haske suna da tasirin nuni mai kyau, farashin ya kasance mai sauƙi babba. Sabili da haka, an fara amfani da su a fagen nunin kwararru kamar sojoji da tsaro. Waɗannan fannoni suna fifita fasahar nunawa da amfani da tasiri akan farashi, kuma basu da tsada sosai fiye da kasuwar farar hula. . Tasirin tantancewa a fagen nuna masu ƙwarewa ya haɓaka ƙimar shigar shigar ƙananan filaye, kuma farashin ya ragu, kuma a hankali ya shiga aikace-aikacen kasuwanci. Wasanni da wuraren wasan haya sun zama wuraren da aka fara amfani da su.
Bayan 'yan shekarun nan na ci gaba, za a iya raba takamaiman yankunan ƙananan aikace-aikacen LED a cikin rukuni biyar: nunin sana'a, nunin kasuwanci, nunin haya, nunin wasanni da nunin nuni. Daga cikin su, bukatar nunin kwararru ya ta'allaka ne a bangaren tsaro, gwamnati, da bangarorin da ke amfani da jama'a, yayin da nunin kasuwanci, wasanni, da bada haya lamura ne na kasuwancin farar hula.
A halin yanzu, ƙananan filaye sun zama abubuwan da ke nuna alamun LED, kuma ƙimar shigar a cikin filin nuna ƙwararrun masani ne. Babban filin nunin kasuwanci ya zama kasuwa mafi yuwuwa, gami da talla, tallan kasuwanci, dakunan taro, silima da sauran yankuna. Idan aka kwatanta da nuni na ƙwararru pitcharamin farar yana da ɗan gajeren lokacin shigarwa, shimfidar aikace-aikace masu faɗi, da kuma babban sarari na ci gaba. Yayin da farashin ya ragu, yana iya ƙirƙirar sikelin da sauri.
3. Shigowar ya ci gaba, kuma haɓakar ƙwararrun masu sana'a na ci gaba
Nunin sana'a shine farkon aikace-aikacen ƙananan ledodi daga waje zuwa aikace-aikacen cikin gida, gami da sojoji, tsaro, odar zirga-zirga, makamashi da sauran abubuwan da suka shafi sojoji da gwamnati. Leyard, a matsayin kamfani na farko a kasar China da ya samar da kananan ledoji masu karfi, a halin yanzu yana rike da matsayi na farko a kasuwar nuna kananan filaye ta duniya. Tunda Leyard ya ƙaddamar da ƙananan samfuran samfuran a cikin 2012, ya fi mai da hankali kan filin nuni na ƙwararru. Dangane da rarraba masana'antun samun kudin shiga daga nesa, bangaren soja ya samu kaso mafi tsoka a shekarar 2012, wanda ya kai kashi 36.4%, sai kuma bangarorin gwamnati da suka hada da tsaron jama'a, adalci, da bangarorin ma'aikatan gwamnati a dukkan matakai. Sojojin soja da hukumomin gwamnati gaba daya sun hada da sama da kashi 50% na kananan kudaden shiga a shekara ta 2012, sannan suka shiga cikin kamfanoni da cibiyoyi. Zuwa shekarar 2015, har yanzu wadannan hukumomin guda biyu suna da sama da kashi daya bisa uku.
Bayanai da bukatun nunin hankali shine ainihin dalilin nasarar farko da aka samu na ƙananan LEDs a cikin filin nuna gwaninta. LEDananan ledojin LED suna da kusurwoyin kallo masu yawa, ƙimar yawan shakatawa, ƙarancin amfani da wuta, da haɗuwa marasa inganci, waɗanda suka dace da tsaron jama'a, umarnin zirga-zirga da sauran sassan. Tsarin gani da haɓaka bukatun. A nan gaba, ci gaban fannin nunin kwararru zai zo ne daga sauyawar nuni da aka sanya su a kwanakin farko, da kuma yanayin kananan ledojin da ke kutsawa zuwa kananan hukumomin gudanarwa a fagen da suka shafi gwamnati. A gefe guda, don daidaitawa da sabon tsaro na zamantakewar jama'a da buƙatun ceto na gaggawa, buƙatar sashen gaggawa na gaggawa don nunawa har yanzu yana cikin matakan girma.
(1) Hukumomin tsaro na jama'a
Dauki filin tsaron jama'a a matsayin misali. A halin yanzu, DLP, LCD splicing da kuma kananan-farar LEDs ne manyan allon nuni don tsaron jama'a a birane daban-daban na kasar Sin. A nan gaba, ƙaramin salo zai ci gaba da maye gurbin DLP da LCD. A lokaci guda, LEDs masu ƙaramin ƙarami suma sun shiga lokacin sauya kayan samfurin shekaru 3. Dangane da lissafi, tun daga matakin yanki na lardin kasar har zuwa gundumomi da kuma gundumomi masu kula da kananan hukumomi, muna zaton cewa cibiyar ba da umarnin tsaron jama'a na kowane sashin gudanarwa tana dauke da karamin allo mai haske, kasuwa Girman cibiyar umarnin tsaron jama'a kadai zai iya kaiwa yuan biliyan 3.6. Hakanan ana iya rarraba dukkanin filin tsaro zuwa rassa da yawa kamar tsaro na jama'a, kariyar wuta, 'yan sanda masu zirga-zirga, wasiƙu da ziyarar, binciken tattalin arziki, binciken aikata laifi, da' yan sanda na musamman. Matsakaicin kasuwa na ƙananan ledoji a cikin masana'antar tsaro zai wuce ƙididdigar da ke sama.
(2) Gudanar da gaggawa
A cikin sake fasalin tsarin mulki na Majalisar Jiha a cikin 2018, an kafa sashen kula da gaggawa, wanda ya kawo gudanarwar gaggawa zuwa wani sabon matakin kuma ya zama muhimmin bangare na tsarin mulkin kasa da damar iya mulki. Dangane da "Tsarin shekaru goma sha uku don gina tsarin ba da agajin gaggawa na kasa", da farko kasar Sin ta kafa tsarin dandalin ba da agaji na kasa, kuma tana shirin inganta dandalin gaggawa da ma'aikatu da larduna na Majalisar Jiha bisa sakamakon sakamakon farko. lokaci na tsarin dandalin gaggawa na ƙasa. Haɓakawa da sauya fasalin gaggawa. Dangane da shirin gaba daya na Majalisar Jiha, za a tura dandamalin gaggawa a cikin kananan hukumomi 47 da sama. Bugu da kari, garuruwa matsakaita-matsakaitan garuruwa 240 da sama da gundumomi da kananan hukumomi sama da 2,200 za su saka hannun jari a aikin dandamali na gaggawa. Dangane da bayanan Cibiyar Nazarin Masana'antu ta hangen nesa, dandamalin gaggawa na kasa ya shiga yanar gizo a cikin 2009, kuma China ta fara aikin tsarin dandalin gaggawa. Girman kasuwa ya yuan miliyan 140 kawai a lokacin. Yayin da bukatar kasuwa ke ci gaba, sikelin a shekarar 2014 ya kusan yuan biliyan 2. A 2018, ya kai yuan biliyan 9.09, tare da haɓakar haɓaka na 40% a cikin shekaru uku. Ana hango gaba cewa kasuwar dandalin gaggawa zata wuce yuan biliyan 10 a 2019.
Wani ɓangare mai mahimmanci na ginin dandalin gaggawa shine tsarin sa ido da kuma tsarin umarni don tabbatar da amsa akan lokaci, aikawa da sauri, da kuma bin diddigi yayin manyan haɗari da bala'i. Tsarin nunin ƙaramin fitilar LED yana amsa buƙatun fasaha kuma yanzu ya shiga sassan gudanarwa a duk matakan. Ginin tsarin dandalin gaggawa yana kan kara sauri. Dangane da kididdigar da ke gaba, zuwa yanzu, sama da rassa 30 a matakin lardin zuwa sama sun fara kammala ginin dandamali na gaggawa, yayin da wadanda ke garuruwa da gundumomi da kananan hukumomi har yanzu ana kan aikinsu. Aramin tazarar sararin samaniya kuma yana cikin manyan biranen manyan biranen da kuma daban-daban Ana aikin shimfida yanayin gaggawa na gundumar matakin gundumar.
Dangane da ƙididdiga masu sauƙi, idan cibiyoyin ba da umarnin tsaron jama'a na sassan gudanarwa a duk matakan an sanye su da ƙaramin fitilar LED, girman kasuwa zai iya kaiwa yuan biliyan 3.6. A halin yanzu, ƙananan shigarwar har yanzu yana mai da hankali a yankunan da ke sama da lardin da matakin birni, kuma sararin kasuwa ya fi girma. Agenciesananan hukumomin tsaro na ƙananan hukumomi za su kasance tushen tushen ci gaban gaba. Gudanar da gaggawa, azaman babbar mahimmin ginin ƙasa bayan 2018, yana da babbar buƙata don tsarin nuni. Ana lasafta shi bisa ga yawan da Majalisar Jiha ta tsara kuma ta gina. Kodayake sassan gudanarwa na gaggawa a duk matakan suna sanye da saiti guda kawai na tsarin nunin LED, girman kasuwar ya kusa yuan biliyan 3. Daga umarnin tsaro na jama'a zuwa fagen kashe gobara, sufuri, binciken laifi, da sauransu, da kuma daga sassan gudanarwa na gaggawa a duk matakan zuwa yanayin da ake ciki na gaggawa na wasu hukumomin gudanarwa, kamfanoni da cibiyoyi, filin kasuwar gaba daya na kwararru shine ana sa ran zai haura biliyan 10.
4 .. Smooth fadada da fadi kasuwanci kasuwar sararin samaniya
Tun lokacin da aka haɓaka ƙananan LEDs, an rage raƙuman ɗigo a hankali, ana samun ci gaban fasaha daga P2.5 zuwa P0.9. Idan aka kwatanta tsarin yawan sifofin tallace-tallace na kayan kwalliya masu kyau a cikin 2016 da 2017, rabon kasuwar kayayyakin P2.5 ya ragu daga 32% a 2016 zuwa 14% a 2017, yayin da kason P1.5 da P1.2 kayayyakin ya karu cikin sauri, daga shekarar 2016 gaba daya. Daga 34% a cikin 2017 zuwa 53% a cikin 2017. Kudaden da ake amfani da su ta hanyar fasaha sun ci gaba da raguwa, samfuran da ke da kyakkyawan tasirin nunawa a cikin kananan filaye suna saurin karbuwa a kasuwa, kuma kason kasuwar kayayyakin da ke da kananan filaye ya karu cikin sauri.
Tare da ƙarin ragin pixel, samfuran LED sun shiga ƙarin filayen aikace-aikace, kuma rage farashin ya sanya ƙananan LEDs shiga filin nunin kasuwanci, ya zama babban ƙarfin tuki don ƙananan LEDs don kiyaye babban wadata. A cewar bayanai daga Aowei Cloud Network, ma'aunin kasuwar baje kolin kasuwannin kasar Sin ya karu daga yuan biliyan 15.2 a shekarar 2010 zuwa yuan biliyan 74.5 a shekarar 2018, tare da karuwar karuwar kashi 22.0%. Ana tsammanin nan da shekarar 2020, zai haura yuan biliyan 100. Dangane da rukuni, haɓakar shekara-shekara na ƙaramar fitilar LED a cikin kasuwar nunin kasuwanci a 2018 ya kai 55.2%, wanda har yanzu yana cikin ci gaban saurin ci gaba na ƙananan kaso da ƙimar girma. Sabanin haka, haɓakar haɓakar fuska na LCD shine 13.5%, yayin da DLP keɓewa Allon nuni ya faɗi da kashi 9.7% a shekara, kuma ƙaramin tazara zai ci gaba da ba da cikakkiyar wasa ga sauran fa'idojinsa kuma matsa babban fili na kasuwar nunin kasuwanci. Yanayin rarrabuwa na yanzu inda masana'antun ke hanzarta ƙoƙarin su sun haɗa da manyan tallan tallace-tallace na zirga-zirga kamar filayen jirgin sama da tashoshin jirgin ƙasa masu sauri, tallan kasuwanci, gidajen silima, da dakunan taro.
(1) Babban tallan zirga-zirga
Dangane da manyan sufuri, manyan filayen jirgin sama da tashoshin jirgin ƙasa a gida da ƙasashen waje sun riga sun sanya adadi mai yawa na LED. Daga bayanan bayanin jirgin zuwa tallan tallace-tallace na bayanai dalla-dalla, LEDs sun shiga ciki, kuma akwai lokuta masu ban mamaki da yawa na nunin LED a manyan filayen jirgin saman duniya. A halin yanzu, shigar shigar kananan ledoji a cikin cibiyoyin sufuri ba su da yawa. Tare da ƙarin ragi a farashi, har yanzu akwai babban fili don ƙananan ledodi masu haske. Filin jirgin sama, tashar jirgin kasa, hanyar jirgin kasa da sauran filayen zasu ci gaba da kutsawa cikin.
Dauki filayen jiragen sama na cikin gida misali. Ya zuwa karshen shekarar 2018, jimillar filayen tashi da saukar jiragen sama na cikin gida ya kai 235, inda 37 daga cikinsu suke karbar fasinjoji sama da miliyan 10 a kowace shekara. Yayinda farashin ƙaramin fitilar LED ya ragu, manyan filayen jirgin sama sun yi amfani da allo na LED don maye gurbin akwatunan haske increasearawar shirye-shiryen talla zai kawo girman kasuwa kusan biliyan 1 a nan gaba, kuma idan akayi la'akari da shigowar kamfanonin nuni na cikin gida na LED a cikin filin tallan zirga-zirgar kasashen waje, za a sami karin sarari don ci gaba a cibiyoyin sufurin duniya.
(2) Kasuwar Cinima
Nunin Cinema wani karfi ne a cikin kasuwar nunin kasuwanci. Kamar yadda ƙungiyoyin mabukata ke da buƙatu mafi girma don kwarewar gani, ana tsammanin LEDs za su shiga allon silima a ƙarƙashin yanayin babban ma'ana. LED yana da cikakken launi mai haske, haske mai haske, babban bambanci, tsawon rai, da ƙarancin amfani da ƙarfi. Idan aka kwatanta da na yau da kullum na yau da kullum hasashen fitilar Xenon, fa'idodin a bayyane suke. Idan farashin gaba ya saukad da keɓaɓɓen kewayon, sararin maye gurbin kayan aikin hasashe na asali shine ƙaramin fili spacearin sarari na LED. A halin yanzu, kayayyakin Samsung na Onyx LED sun kasance na kasuwanci kuma sun ratsa kasashe da yankuna 16 a duniya. Daga cikin su, yankin Asiya da Fasifik ya fi kowane yanki kutsewa. Wanda Cinemas Wanda ya gabatar dashi shine Mainland China a shekarar 2018, kuma anyi amfani da duka fuska 7.
Dangane da bayanai daga Ofishin kididdiga na kasar, yawan siliman na Sinima (14.180, 0.07, 0.50%) gidajen sinima sun zarce 60,000 a shekarar 2018. A cewar "Game da Gaggauta Gina Cinema da Inganta wadatar kasuwar Fim" ta Hukumar Kula da Fina-finai ta Jiha a watan Disamba na 2018 Ra'ayi ", zuwa 2020, jimillar allon silima za ta kai fiye da 80,000. Idan aka yi la'akari da cewa yawan shigar fuska kananan fuska na fim din LED ya kai 10%, ya zuwa shekarar 2020, sabon girman fuskar fim din zai iya kaiwa yuan biliyan 3, kasuwar hadahadar ta kai yuan biliyan 9, kuma jimlar kasuwar ta kai biliyan 12 yuan. Takaddun shaida na DCI na yanzu da farashin allo na LED har yanzu sune manyan matsaloli ga kamfanonin nuni don kutsawa cikin kasuwar silima. A nan gaba, da zarar takardar shaidar DCI ta karye, allon LED zai wuce fasahar da ake da ita ta fuskar tsada da inganci, kuma kasuwar silima za ta kutsa cikin sauri tare da maye gurbin fasahohin hangen nesa da ake da su.
(3) Dakin taro
Nunin dakin taron na asali yana amfani da LCD LCD TVs. Saboda fasaha da tsada, yana da wahala LCD TVs su sami takamaiman bayanai fiye da inci 100. LEDs na iya magance wannan batun ciwo. A halin yanzu, kasuwar dakin taron ta kuma shiga matakin shigar da kananan fuskokin LED, wadanda aka samu nasarar aiwatar da su ga manyan kamfanoni da cibiyoyi. A cewar bayanai daga Kamfanin Aowei Cloud Network, yawan dakunan taro a kasar Sin ya zarce miliyan 20, kuma duniya ta kai miliyan 100. Idan ɗakunan taro masu girma da matsakaita sunkai 5%, ƙimar shigar LED ƙananan fuska sun kai 10%, kuma farashin kowane allo An kiyaye shi a matakin da ya dace, kasuwar cikin gida zata kai dubun biliyoyin matakin, kuma girman duniya zai ma fi haka girma.
(4) Nunin wasanni
Aikace-aikacen nuni na LED a fagen wasanni galibi ya haɗa da bukatun allo na abubuwan wasanni da filayen wasanni daban-daban. Filin nunin wasanni shine wurin da aka yi amfani da ƙananan fitilar LED a baya bayan filin nuni na ƙwararru. Manyan sikelin wasannin kasa da kasa da na cikin gida galibi suna buƙatar samun ikon bayyana a fili, kan lokaci da kuma daidai yadda ainihin yanayin wasannin motsa jiki yake. Displaysaramin nuni na LED za a iya daidaita shi a duk fannoni kamar bayani dalla-dalla da haske dangane da bukatun wasan. A lokaci guda, tare da ci gaban fasahar LED, ƙaramin fitilar LED LEDarfafawar LED ɗin ya cika dacewa da amfani da waje. A cikin 'yan shekarun nan, masu ba da hasken allo masu cikakken launi don manyan gasa na duniya sun yawaita bayyana a inuwar masana'antun kasar Sin. A matsayin babbar shekarar wasanni a cikin 2020, Gasar Olympics ta Tokyo da Kofin Turai za su ƙara buƙatar allon nunawa. A nan gaba, daga wasannin motsa jiki na kasa da kasa da na yankuna zuwa na wasannin motsa jiki na kasa da na gida, zai zama muhimmiyar hanyar da za ta kawo ci gaban nunin wasanni.
A cewar Ofishin kididdiga na kasa da kasa, ya zuwa karshen shekarar 2018, akwai wuraren wasanni 661 a kasar Sin, ciki har da 1 a matakin kasa, 58 a matakin lardi, 373 a matakin prefectural, da 229 a matakin kananan hukumomi. Yawan shigar azzakari cikin jiki ya kai 10%. Girman kasuwar filin wasan cikin gida kawai na kowane rukunin gudanarwa ya kusa yuan miliyan 50. Idan aka miƙa shi zuwa makarantu, ƙungiyoyin zamantakewar jama'a da ma duniya baki ɗaya, girman kasuwa zai ƙaru da umarnin girma.
(5) Nunin haya
Nunin haya yana mai da hankali kan buƙatar ƙarshe, galibi don wasan kwaikwayon wasan kwaikwayo, nune-nunen manyan abubuwa, ƙirar masana'antu da sauran al'amuran. Fuskokin LED na iya gabatar da ƙarin haske mai kyau da tasirin fasaha zuwa matakin, kuma kawo sabon ƙwarewar gani ga masu sauraro. Gungurar zanen kasar Sin wanda LED ya gabatar a bikin bude wasannin Olympic na shekarar 2008 a Beijing ya zama abin tuni. Tare da ci gaban masana'antar nishaɗi, buƙatar nuni na LED yana girma cikin sauri, kuma kasuwar nunin haya ta fara nuna alamun zafi a shekarar 2016. Abubuwan da suka dace sun nuna cewa a cikin 2017, kasuwar matakin LED ta duniya ta kai dala miliyan 740, karin shekara-shekara na kashi 14%. Ana sa ran ci gaba da yanayin ci gaba a cikin 'yan shekaru masu zuwa, kuma ana sa ran sikelin ya karu zuwa dala biliyan 1 nan da shekarar 2020.
Tare da ci gaba da fasaha, kide kide da wake wake na duniya, ƙaddamar da samfura, nunin motocin kasuwanci, da dai sauransu a cikin filin ƙarshen suna da buƙatu mafi girma da girma don ingancin hoton nuni. 4K da 8K allon nuni masu ma'ana suna bayyana sau da yawa a cikin yanayin aikace-aikacen haya mai ƙarewa, kuma filin hayar galibi ana tare dashi Tare da buƙatar keɓaɓɓiyar keɓancewa, kamfanonin nuni na LED waɗanda zasu iya samar da cikakken saitin kayan aikin kayan aiki da tsarin sarrafawa zasu sami marketarfin ƙarfin kasuwa a cikin filin haya.
Talla, silima, ɗakunan taro, da sauransu sune manyan yankuna don LED don buɗe kasuwar tallan tallace-tallace, kuma daga hangen nesan kasuwanci, wasanni da bayar da haya suma suna cikin girman nunin kasuwancin. Dangane da lissafi masu sauki, a kasuwar cikin gida, girman kasuwar tallan tallan jiragen sama kadai ya kai yuan miliyan 900, kuma ma'aunin silima da dakunan taro ya zarce yuan biliyan 10. Dangane da wuraren wasanni, sikelin kasuwar cikin gida don gyaran wuraren wasanni a dukkan matakai ya kai yuan miliyan 40, kuma akwai sauran sarari don taron wasannin duniya.
Ana kiyasta ƙaramin fitilar LED da sikelin kasuwar ƙwararrun masu sana'a na baya-bayan kan dubun dubban biliyoyi. Kodayake filin kasuwa na nunin kasuwanci ya dogara ne da ƙididdigar ƙididdigar tsaka-tsakin tsaka-tsakin ra'ayi, kasuwar cikin gida kawai zata iya kaiwa sikelin kasuwa na dubun biliyoyi. Sarari, a cikin yanayin aikace-aikacen kasuwanci wanda ya wakilci manyan wuraren sufuri, ɗakunan taro, gidajen kallo, haya, da wuraren wasanni, ƙaramin fitilar LED sun riga sun sami hujjoji bayyanannu da tsarin kasuwanci, kuma ana iya sa ran kutsawa nan gaba da faɗaɗawa. Kuma abin da zamu iya gani shine cewa gasa ta cikin gida masana'antun nuni na LED suna ci gaba da haɓaka. A nan gaba, idan aka yi la’akari da fadada bukatar kasuwar duniya, za a sami karin ci gaba.
5. Saurin faɗaɗawa da kafa fa'idodi a kasuwannin ƙetare
A cikin shekarar 2018, darajar fitowar abubuwan nuni a China ta kai yuan biliyan 57.6, wanda darajar karamin tazara ya kai yuan biliyan 8.5, wanda ya kai 14.7%, yayin da karamin tazara zai ci gaba da ci gaban sama da 40%. Gaogong (Highgong LED) yana tsammanin 2020 Theimar fitowar ƙaramar LED ta kai yuan biliyan 17.7.
Tsarin zagaye na buƙatun ƙasashen ƙetare don ƙananan farar ledodi suna bayan kasuwannin cikin gida na shekaru 1-2. Dalilin shi ne cewa kasuwannin ƙasashen ƙetare suna da buƙatu mafi girma don daidaituwar samfur da balagar fasaha. A farkon matakan ƙaramar ci gaba, shirye-shiryen karɓar kasuwar ƙetare ya fi ƙasa da na cikin gida ƙanƙani, Buƙatar Buƙatu ya fara a hankali. Bayan 'yan shekarun nan na ci gaba, ƙaramin farar fasaha ya balaga, kuma haɓakar buƙatun ƙasashen ƙetare ta haɓaka. Dangane da hasashen LEDinside, kasuwar duniya don ƙananan ledoji za ta haɓaka a kan kashi 75.0% a 2018, kuma kasuwar duniya za ta kai dala biliyan 1.14. Idan aka gwada shi da sikelin ci gaban, karamin karamin fitilar LED ya kai wani matsayi a shekarar 2018, yayin da mafi girman maki na ci gaban kasuwar cikin gida ya kasance a shekarar 2017, wanda ya tabbatar da bambancin lokaci na kimanin shekara guda.
LEDananan ledodi masu haske a cikin kasuwannin ƙasashen waje sune farkon waɗanda za a fara amfani da su a fagen kasuwanci, kuma tallace-tallace, wasanni da kasuwannin haya suna kan gaba. A cikin 'yan shekarun nan, buƙatar ƙananan tsarin nuni na LED a cikin manyan zane-zane, bukukuwan al'adu, baje kolin motoci, ƙirar masana'antu, tallan zirga-zirga da sauran fannoni a kasuwannin ƙasashen waje sun girma cikin sauri. A lokaci guda, buƙatar shagunan sayar da kayayyaki, ƙaddamar da samfura, rediyo da gidan talabijin yana kuma ƙaruwa a hankali. Bukatar ƙasashen ƙetare ta fi yawa daga samfuran ƙarshe, kuma yankunan da ke da damar ci gaban gaba suma suna mai da hankali ne a cikin tallan kasuwanci.
Bayan shekaru na ci gaba, ƙananan ƙananan ƙananan kamfanonin LED sun zama gasa a duniya. Leyard da Unilumin Technology sun zama manyan kamfanoni uku a cikin kasuwar kasuwar duniya. Buƙatar daga kasuwannin ƙasashen waje, musamman buƙatun nunin kasuwancin ƙarshe, har yanzu ana aikawa ga masana'antun cikin gida kuma ana bayar da su ta kamfanonin nunin LED na cikin gida. Kudaden da ke shigowa kasashen ketare na manyan masana’antu ya karu kowace shekara, wanda a daya bangaren ke tabbatar da amincewa da kayayyaki a kasuwannin kasashen waje, a daya bangaren kuma, ci gaban gasa a duniya. Kamar yadda bukatun ƙasashen waje don kyawawan filayen ke hanzarta daga 2018, zai ci gaba da kiyaye babban ci gaban a nan gaba. Matsayin kasuwa na masana'antun cikin gida yana ƙayyade cewa za su sami ƙarin sarari don ci gaban ƙetare.
(1) Mini LED ya shirya don tafiya, spacearin sararin samaniya bashi da iyaka
Mini LEDs sun sami nasarar samar da ƙananan sikelin. A halin yanzu, backaramin hasken baya zai zama na farko don cin nasarar babban kasuwancin da masana'antun tashar ke sarrafawa. Inara yawan jigilar kayayyaki zai rage farashin Mini LEDs kuma zai taimaka Mini RGB ya sami ci gaba da yawa. A halin yanzu, duk sarkar masana'antu tana da yanayi na fasaha, ƙarfin samarwa, da yawan amfanin ƙasa. Zai sami babban ƙarfi a cikin gajeren lokaci, kuma Mini LED ya zama sabon zagaye na ci gaban nuni na LED. Micro LED zai shiga fagen kayan masarufi na lantarki kamar wayoyin hannu da na'urorin da za a iya sawa a gaba. Filin kasuwa ya fi fadi. Har yanzu yana cikin matakin ajiyar fasaha. Tsarin manyan masana'antun zamani yana hanzarta zuwan zamanin Micro LED.
wani. Mini LED: an samar da taro da yawa, ci gaba yana shiga cikin sauri
Tare da ci gaban binciken fasaha da haɓakawa, kwakwalwan LED sun canza zuwa ƙananan girma, kuma an haife Mini LED da Micro LED. Mini LED, a matsayin matakin miƙa mulki na ci gaban ƙaramin fararwa zuwa Micro LED, ya gaji fa'idodi mara kyau, gamut mai launi, ƙarancin amfani da ƙarfi da kuma tsawon rayuwar ƙananan LEDs na gargajiya, yayin da kuma ke da kariya mafi kyau da ma'ana mafi girma , Don zama fasaha ta zamani na nuni na LED.
Aikace-aikacen sikanin Mini LED yafi yawa ta hanyoyi biyu, ɗayan shine RGB kai tsaye nuni, ta amfani da Mini LED na iya cimma ƙarami da kuma nuni na ƙuduri mafi girma, ɗayan yana amfani da Mini LED azaman mafita mai haske don TV, Masu sa ido na Kwamfuta, da dai sauransu. An tura kayayyakin karamin hasken baya a cikin kananan rukuni a wannan shekara, galibi suna mai da hankali ga masana'antun marufi na LED da masana'antar tashar TV. Idan aka kwatanta da Mini RGB, kasuwar mabukaci da ke fuskantar hasken baya ya fi faɗi. A watan Yuni na wannan shekarar, Apple WWDC ya ƙaddamar da Pro Display XDR, nuni mai inci 32K mai kama da Mini backlight. Oƙarin manyan masana'antun masana'antar ƙarancin ƙarfi za su fitar da fa'idar masana'antar Layout, ana sa ran ƙaramar hasken baya don samun babban taro a cikin gajeren lokaci.
Mini RGB an ƙirƙira shi da yawa a cikin 2018, kuma dutsen da aka samu na kasuwanci ya kai 0.9mm. An kuma ƙaddamar da kayayyakin P0.7 a wannan shekara. Daga hangen nesa na lokaci, bayan backaramin hasken baya ya shiga samar da taro, tasirin sikelin zai fahimci yawan kuɗin Mini LED Ragewa, don haka haɓaka Mini RGB a cikin babban matakin kasuwanci.
Daga hangen nesan shimfidar wuri, masu zurfin ruwa da masana'antar ruwa a cikin masana'antar, Mini LED ya samu nasarar wadatar da fasaha, iya aiki, da yanayin samar da abubuwa, kuma da sannu zai shiga layin ci gaba cikin sauri, kuma zai zama sabuwar kasuwar teku mai launin shudi. don nuni LED.
Dangane da girman kasuwa, ƙimar haɓakar Mini LED ta duniya da ta Sin har yanzu tana cikin farkon matakin sauri kuma zai ci gaba da saurin ci gaba. Dangane da hasashen Gaogong LED, sikelin kasuwar aikace-aikacen Mini LED ta kasar na yuan miliyan 300 ne kawai a shekarar 2018 kuma ana sa ran zai kai yuan biliyan 2.2 a shekarar 2020.
b. Micro LED: Fasahar jagoranci, tana nuna filin kayan lantarki masu amfani
Idan aka kwatanta da Mini LED, Micro LED yana da ƙaramin girman guntu da dutsen dumi mai yawa. A nan gaba, zai shiga fagen kananan abubuwa kamar kayan sakawa, wayoyin hannu, da kwamfutoci, ko kuma ya zama madadin fasahar nan ta zamani ta OLED ta nuna. A yanzu haka, manyan kamfanonin kera kere-kere a duniya kamar Samsung da Sony sun nuna kayayyakin Micro LED a matsayin baje-kolinsu. Dangane da ƙididdigar LEDinside, kasuwancin Micro LED zai tabbata a gaban filin TV, sannan shigar da na'urori masu sakawa, nuni, wayoyin hannu, AR / VR, da dai sauransu. A fagen kayan lantarki, mabukaci na gaba zai wuce Mini LED.
A halin yanzu, Micro LED har yanzu yana ƙarƙashin iyakance na fasaha kamar ƙaramar kwakwalwan kwamfuta da canja wurin abubuwa masu yawa, kuma bai sami nasarar samar da taro ba. Har yanzu yana cikin matakin ajiyar fasaha. Koyaya, tun wannan shekarar, masana'antun ci gaba na cikin gida da na ƙasashen waje suna haɓaka ƙaddamar da Micro LED. Micro LED zai zama wani sabon zagaye na ci gaban nuni na LED bayan Mini LED, kuma daga ƙaramin fararwa zuwa Mini zuwa Micro, aikin sabon zagaye daga bayyana har ya zama na yau da kullun yana haɓaka saboda ci gaban fasaha.
6. LEDididdigar sarkar masana'antar LED yana da kyau don jagorar faɗaɗawa
Ci gaban sarkar masana'antun LED na cikin gida ya ɗan girma, kuma ƙididdigar kasuwa tana da girma, kuma yana ƙaruwa sannu a hankali daga ƙasan zuwa sama. A cikin filin nuna ƙasa, fa'idodin manyan masana'antun suna ƙara bayyana. Kasuwa na kasuwa na babban buƙata yana mai da hankali ne kan shugabannin. Haɗin kan dukkanin masana'antar yana sa masana'antar nunin LED su sami gasa ta duniya. Tare da sabbin tsare-tsaren fadada karfin fasaha, zasu ci gaba da samun kudin shiga a gaba. Girma girma.
(1) Hanyoyin sadarwar cikin gida sun tattara, kuma fa'idodin sikelin yana ƙara bayyana
An rarraba sarkar masana'antar LED zuwa kananan kwakwalwan kwamfuta, kwalliyar kwalliyar kwalliya da aikace-aikacen fadama. A halin yanzu, masana'antar LED ta kasata ta balaga a duk duniya. Dukkanin masana'antun suna da karfin gasa da kuma babban kaso a duniya, kuma kasuwar cikin gida tana da babban natsuwa, wanda ya karu daga tushe zuwa can gaba.
Dangane da bayanan Gaogong LED, jimillar darajar fitowar masana'antar LED ta kasata a 2018 ya kai yuan biliyan 728.7, tare da karuwar karuwar kashi 24.4% a cikin shekaru 10 da suka gabata. Kamfani ne mai matukar haɓaka dangane da haɓakar haɓaka. Dangane da rarraba ƙimar fitarwa, babban gudummawar sarkar masana'antar LED ya fito ne daga masana'antar aikace-aikacen ƙasa. A cikin 2018, darajar fitowar aikace-aikacen LED tana da kashi 84.2%. A cikin shekaru 10 da suka gabata, ƙimar fitarwa na masana'antar aikace-aikacen LED ya karu daga 70% zuwa 84%, kuma rabon masana'antar ya wuce sikelin kwakwalwan kwakwalwan sama da marufi na cikin ruwa.
A cikin 2018, ƙimar fitowar silsilar masana'antar LED ta ƙasata ta nuna cewa kwakwalwan sama na sama sun kai 2.6%, marufi sun kai 13.2%, kuma aikace-aikacen da ke ƙasa sun kai sama da 80%. A shekarar 2018, darajar fitowar aikace-aikacen LED ta kasar ta ta kai yuan biliyan 613.6, sau 10 na darajar fitarwa na yuan biliyan 60 a shekarar 2009, kuma CAGR a cikin shekaru 10 da suka gabata ya kasance 25.3%.
Tun daga shekarar 2009, jihar ta ba da tallafin kudi mai ƙarfi ga masana'antar ta LED, wanda ke haifar da ƙarancin aiki da ci gaba da raguwar farashin guntu. Bayan shekaru da yawa na gyare-gyare a cikin tsarin gasar, masana'antar gwal ta yanzu tana da hankali sosai, tare da hannun jarin kasuwar a cikin Sanan Optoelectronics da HC Semitek (9.430, 0.01, 0.11%) da sauran manyan kamfanoni, a cikin 2018, masana'antar masana'antar ƙirar LED ta cikin gida. CR3 ya kai kashi 71%.
Daga mahangar kasuwar duniya, darajar fitowar Chip ta China a halin yanzu tana da kusan kashi 40% na kasuwar duniya.
Har ila yau masana'antar shirya kayayyakin ta cikin gida sun sami ƙirar ci gaba mai tasowa, tare da haɓaka haɓakar hankali a hankali da sauyin duniya a cikin masana'antar. A halin yanzu, kamfanonin yin kwalliya na kasar Sin suna da sama da kashi 50% na darajar fitowar kayayyakin duniya, inda suka kai kashi 58.3% a shekarar 2017.
Tsarin gasar masana'antar cikin gida ya samar da yanayi na "mai girma daya, da yawa masu karfi". Ta fuskar kamfanonin kera ledojin cikin gida da aka lissafa kamfanoni a shekarar 2018, manyan kamfanonin masana'antun shida masu samar da kayan kwalliyar leda a shekara ta 2018 duk sun zarce yuan biliyan 1.5, wanda Mulinsen shine mafi girma, kusa da Sau biyu na biyu na National Star Optoelectronics. Ta fuskar aikace-aikacen nuni na LED, a cewar kididdigar LEDinside, a cikin shekarar 2018, masana'antun masu nunin kwalliyar LED na kasar Sin sun kasance na farko a cikin kudaden shiga, sai kuma Mulinsen da Dongshan Precision (26.200, -0.97, -3.57%).
Yanayin masana'antar aikace-aikace na ƙasa da ƙasa ya yi daidai da yanayin gabaɗaya na masana'antar LED, kuma haɓakar haɓaka tana da ƙarfi sama da ta masana'antar gaba ɗaya. Gaogong LED ya annabta cewa daga 2017 zuwa 2020, CAGR na aikace-aikacen LED a babban yankin China zai kasance kusan 18.8%; nan da shekarar 2020, darajar fitarwa na aikace-aikacen tashar ruwa ta LED za ta kai yuan biliyan 890.
A cikin 2018, allon nuni yakai 16% na sikelin kasuwar aikace-aikacen ƙasa. Akwai manyan masana'antun allon nuni na cikin gida 6. Leyard da Unilumin Technologies suna da babban rabo na kasuwa kuma sune shugabannin masana'antu. Absen (10.730, 0.04, 0.37)%), Lianjian Optoelectronics (3.530, 0.03, 0.86%) (kare haƙƙoƙin), Alto Electronics, da Lehman Optoelectronics (8.700, -0.09, -1.02%) wanda kasuwar ta biyo baya. Hakanan manyan masana'antun suna da babban rabo na kasuwar duniya. Leyard da Unilumin Technologies sun zama manyan kamfanoni uku a duniya tare da ƙananan hannun jarin.
Gabaɗaya, masana'antar LED ta sami gogewa ta hanyar canja ikon samarwa zuwa babban yankin China, kuma masana'antun cikin gida a halin yanzu suna da ƙididdiga mafi girma na kasuwar duniya. A lokaci guda, ƙididdigar kasuwar cikin gida ya haɓaka a hankali. Daga aikace-aikace zuwa masana'antar guntu, mafi girman yawan masana'antu na gaba, mafi girman kasuwar manyan masana'antun a cikin hanyoyin daban-daban. Amfana daga fa'idodi na sikelin, an haɓaka matsayin manyan masana'antun ci gaban masana'antu. A nan gaba, fa'idodin manyan masana'antun manyan kasashen duniya za su kasance bayyane a cikin kasuwannin gida da na duniya.
(2) Gasar duniya ta inganta, kuma tasirin tasirin sashen nuni na LED ya zurfafa
A halin yanzu, gasa ta duniya na kamfanonin nuni na cikin gida yana zurfafa a hankali, kuma manyan kamfanoni masu daidaitaccen matsayi na kasuwa sun bunkasa. Daga nunin gargajiya zuwa ƙaramin fili, sararin haɓaka na gaba yana zuwa ne daga ƙimar nunin ƙarshen kasuwancin da ake buƙata. Dangane da fa'idar kai, wadatar kasuwa tana ƙara mai da hankali kan manyan masana'antun. Sarkar masana'antar wutar lantarki ta cikin gida ta balaga kuma daga sama da ƙasa ta sami kyakkyawar alaƙa, wanda ke ba da yanayi na musamman na masana'antu don masana'antun nuni don cimma burin fasaha da tallafi. Saboda haka, tasirin shugaban allon nuni zai ci gaba da zurfafawa.
1. Faɗakarwar fasaha, wadataccen kayan aiki yana mai da hankali ne akan shugaba
Kodayake yawan nunin kasuwar cikin gida na LED ya yi ƙasa da na sama da tsakiyar gari, tare da ci gaban fasaha, wadatarwar tana ƙara mai da hankali ga masana'antun shugaban. Rabon kasuwa daga cikin manyan kamfanonin nuni shida da aka lissafa sun kai 30.2% a shekarar 2017. Daga cikin su, Leyard da Unilumin Technology suna da manyan kasuwannin kasuwa, inda suka kai 14.0% da 7.2% bi da bi. Idan aka kwatanta da nunin LED na gargajiya, fasaha da shingen tashoshi na ƙananan kayan kwalliya suna da ɗan girma, musamman ma a farkon matakin ci gaba, waɗanda suke matsayi na ƙarshe. Kawai manyan masana'antun ne kawai zasu iya samun rabon kasuwa. Sabili da haka, ƙwarewar masana'antu ya fi na nuni na gargajiya na LED. Adadin kasuwar manyan masana'antun ya wuce kashi 60%, yayin da kason manyan masana'antun 3 a kasuwar gabaɗaya a kasuwar nuni ya kasance 24.8% ne kawai a cikin 2017. Daga cikin su, manyan masana'antun biyu a cikin karamar kasuwar farar ƙasa, Leyard da Unilumin, suna da sama da rabin kason kasuwar a farkon zangon shekarar 2018, inda suka kai kashi 58.1%.
Idan aka yi la'akari da yadda masu kera nunin ke gudana a Mini LED, samarwar nan gaba zata kasance cikin masu masana'antar kan, saboda masu kera manyan kasuwannin suna da karfin fasaha da kudi. Yanayin ci gaba daga nuni na gargajiya na LED zuwa ƙaramin fili zai ratsa daga sadaukarwa zuwa nuni na kasuwanci a cikin ƙaramin farar, kuma ci gaban ƙaramin ƙarami zuwa Mini LED za a ƙara haɓaka, kuma ƙididdigar kasuwa za ta ƙara ƙaruwa a nan gaba.
2. Tallafawa ta sarkar masana'antu, nunin LED ya tara gasa ta duniya
Mafi yawa daga cikin masana'antun duniya waɗanda ke iya samarwa da sayar da ledoji kaɗan-kaɗan suna da hankali a cikin ƙasar China. Leyard shine na farko a cikin kasuwar masu karamin filin LED, kasuwar Unilumin Technology a duniya ita ce ta uku, kuma kasuwar cikin gida ce ta biyu bayan Leyard. Daga mahangar tallafin sarkar masana'antu, darajar fitowar kayan kwalliyar LED a cikin gida tana da fiye da rabin jimillar duk duniya, yayin da kamfanoni masu tasowa irin su Sanan Optoelectronics da HC Semitek ke samar da adadi mai yawa na inganci da gasa mai tsada don cin nasarar tattalin arziƙi. don masana'antun nuni na cikin gida da haɓaka ƙwarewar duniya suna ba da tallafin sarkar masana'antu.
Dangane da kididdigar LEDinside, kasar Sin ta samu kaso 48.8% na kasuwar nuna LED a duniya a shekarar 2018, kuma kasar Sin ta kai kimanin kashi 80% na duk kasashen Asiya. Kamfanoni masu nunin LED na LEDasashen waje suna da Daktronics da ƙirar manyan sifofi da tallace-tallace na ƙananan samfuran LED, amma farashin ya fi na manyan kamfanonin China girma. Idan aka kwatanta da kamfanonin ƙasashen ƙetare, ƙananan ƙananan kamfanonin kamfanonin LED suna da fa'idodi na gasa a bayyane dangane da haɓakar haɓaka da fa'ida.
Yin hukunci daga darajar masu kera a kasuwar duniya, LEDinside ya sanya kididdigar kudaden shiga na manyan masana'antun nuni na LED guda takwas. Ban da matsayin Daktronics na uku, manyan masana'antun takwas a cikin 2018 duk masana'antun kasar Sin ne, kuma manyan masana'antun takwas sun mallaki 50.2% Na kasuwar, LEDinside ya kiyasta cewa wannan adadin zai ƙara ƙaruwa zuwa 53.4% a cikin 2019. Idan aka yi la'akari da ƙananan- farar masana'antar nuni na LED, ya dace da yanayin kasuwar cikin gida kuma yana da girma fiye da masana'antun nuni na LED. TrendForce kwanan nan ya ba da ƙididdigar kuɗin shigar masana'anta na ƙaramin fitilar LED na duniya na 2019. Manyan masana'antun guda shida duk suna da Daga China, Samsung Electronics zasu kasance na bakwai, kuma ukun da zasu ci kashi 49.5%, kuma bakwai na farko zasu dauki kashi 66.4%. Ana iya ganin cewa, bayan shekaru na ci gaba, masana'antar nunin LED na cikin gida sun kafa kansu a cikin matakin farko a duk duniya, musamman ƙarfin ƙaramin filin ya isa ya ba da wasa ga fa'idodin su a kasuwar tallan kasuwanci.
3. productionarfin samar da masana'antun yana ci gaba da faɗaɗawa, yana aza tushe don ci gaban sikelin nan gaba
Ta fuskar kudaden shigar manyan masana'antun nuni guda shida ne kawai ke nuna nunin LED, saboda gaskiyar cewa kananan filaye sun zama gama-gari a shekarar 2016, kudaden tallace-tallace na masana'antun shida sun karu kowace shekara, kuma karuwar Leyard da Unilumin Technology shine mafi shahara. Dangane da yawan ci gaban kuɗaɗen shiga, haɓakar manyan masana'antun ma ya dara na sauran masana'antun. Daga cikin su, Unilumin Technology ya sami nasarar mamaye kasuwa da sauri tare da samfurin rarrabawa, tare da haɓakar haɓaka mafi girma a cikin 2017-2018. Masana'antu tare da rarar kasuwa kaɗan sun zama tauraruwa masu tasowa a farkon rabin wannan shekarar, kuma haɓakar kuɗin da suke samu ya zarta na masana'antun kai, suna samun ci gaba sama da 35%, saboda ƙoƙarin da suka yi a cikin ƙaramin filin wasan.
Yayin da buƙatun ƙananan filaye ke girma cikin sauri, haɓakar kuɗaɗe na masana'antun nuni na LED yana tare da faɗaɗa ƙarfi. La'akari da ci gaban da ake samu na aiki da kuma kashe kudi na masana'antun masu nuni na LED guda hudu daga shekarar 2016 zuwa rabin farko na shekarar 2019, hadadden kudin shigar aiki ya ci gaba da samun ci gaba mai yawa sama da 20%, kuma jimlar kudin da ake kashewa a shekara ya kasance sama da miliyan 450. Ban da raguwa kaɗan a cikin 2018, kashe kuɗaɗen babban birnin ya ci gaba da haɓaka. Byaddamar da kasuwar tallan kasuwanci da Mini / Micro LEDs, haɓaka haɓakar shekara-shekara zuwa shekara da aka sake dawowa a cikin 2019.
Tun daga 2019, masana'antun nuni na LED sun ƙaddamar da ƙarfin samar da Mini LED. Ana sa ran cewa sabon ƙaramin Mini LEDs a cikin shekaru 2-3 masu zuwa za su kai ga ƙarfin samar da kayan da aka tsara a hankali, kuma sikelin samar da manyan masana'antun zai ƙara fadada. Buƙatar Mini LED yana da tabbaci, kuma faɗaɗa ƙarfin ƙarfin samarwa zai aza harsashi ga masana'antun don samun ci gaban haɓaka da haɓakar kasuwar.
4. Shawara game da saka jari da kuma shawarar da aka sa gaba
Drivingarfin motsawar ci gaban abubuwan nuni na LED ya fito ne daga haɓakar haɓakar ƙarami a cikin kasuwar nunin kasuwanci da kuma sabon zagaye na faɗaɗa buƙata da nauyin ƙaramin Mini LEDs ya kawo. A cikin ɗan gajeren lokaci, haɓakar ci gaban kowane ɓangare na kasuwar nunin kasuwanci yana da ƙarfi. A cikin matsakaicin lokaci, Mini LED yana cin nasara da amfani da sikeli mai yawa, yayin da ci gaba mai ɗorewa ya ta'allaka ne da cikakkiyar fasahar Micro LED mai shiga filin kayan masarufi. Theididdigar sarkar masana'antu ya haɓaka kuma fa'idodin sifofin manyan masana'antun sun zama sananne. Tare da yanayin buƙatun da ke canzawa zuwa ƙarshe, muna ba da shawarar manyan masana'antun masana'antu da waɗanda ke da fa'idodi a cikin samfuran ƙarshen zamani.
(1) Shawarwarin saka hannun jari na masana'antu
Gabaɗaya, haɓaka akan gefen buƙata shine babban dalili na nuni na LED don shigar da zagayowar sama. Ci gaban masana'antar koyaushe yana kewaye da buƙatar maye gurbin, kuma fitowar ƙaramar tazara ya kawo canje-canje na juyi, ganin cewa LEDs suna motsawa daga waje zuwa cikin gida. Tare da ragin farashi, filin nuna ƙwararriyar masani ya shiga cikin filin nunin kasuwancin gaba ɗaya.
A halin yanzu, buƙatar ƙaramin tazara har yanzu yana cikin matakin ci gaba cikin sauri, kuma ƙwanƙwasawar a cikin fagen nuna masu ƙwarewa yana da ɗan girma. Ci gaban na gaba zai zo ne daga babban lokacin ƙaddamar da samfurorin farko da kutsawa cikin gundumomi da ƙananan hukumomi na gundumomi zuwa matakan gundumomi da na gundumomi. Kasuwa har yanzu tana cikin ƙuruciya. A nan gaba, ci gaban bukatar girma a tallan zirga-zirga, tallan kasuwanci, gidajen silima, dakunan taro da sauran kananan filaye za su kawo sararin kasuwar yuan biliyan 100. A lokaci guda, ƙaramin filin ƙasashen ƙetare ya shiga lokacin haɓaka mai sauri, kuma ƙimar da ake buƙata ga masana'antar nunin kasuwancin LED ta duniya tana da yawa. A lokaci guda kamar ci gaban ƙaramin fili, Mini LED ya sami ƙirar ƙarami mai yawa, kuma zai shiga cikin gidan a nan gaba. Yawan samar da karamin hasken baya zai inganta ragin farashi, kuma Mini RGB shima zai ƙara girma. Kasuwancin nunin kasuwanci an sanya shi akan sabon zagayen fasaha na Mini / Micro LED. Haɓakar haɓaka na nuni na LED a cikin gajere, matsakaici da dogon lokaci an taƙaita shi kamar haka:
Dangane da yanayin samar da kayayyaki, rukunin masana'antar LED na cikin gida ya balaga, ƙarfin samar da duniya ya koma China, kuma ƙwarewar masana'antun cikin kasuwar cikin gida ya karu sannu-sannu daga ƙasan zuwa sama. Ci gaban da aka haɓaka na sarkar masana'antu ya ci gaba da ƙarfafa gasa na masana'antar nunin LED na cikin gida. Tare da ci gaba da haɓakawa da haɓaka fasaha, samar da samfuran ƙarshen zamani a nan gaba zai ƙara kasancewa cikin manyan masana'antun masana'antar. Haɓaka fa'idodi masu faɗi yana ba manyan masana'antun damar samun ƙarin haɓaka hannun jari yayin haɓaka buƙatu. A gefe guda kuma, shirin faɗaɗa iyawa na manyan masana'antun zai haɓaka ci gaban sikelin kuɗaɗen shiga. Sabili da haka, muna ba da shawarar kulawa da jagorancin masana'antar nuni na LED da waɗanda ke da fa'idodi a cikin buƙatar ƙarshe.
(2) Ingantaccen batun
Dangane da cikakken bincike, galibi muna ba da shawarar Unilumin Technology (300232), babban maƙerin masana'antar nuni na LED, da Alto Electronics (002587), mai ƙera keɓaɓɓu a cikin bukatun nuni na ƙarshe. An ba da shawarar kula da Leyard (300296), National Star Optoelectronics (002449), Jufei Optoelectronics (300303), Ruifeng Optoelectronics (8.340, 0.34, 4.25%) (300241), Hongli Zhihui (12.480, 0.21, 1.71%) ( 300219), Sanan Optoelectronics (600703), HC Semitek (300708), da dai sauransu.
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(Majiyar rahoton: Huajin Securities)
Lokacin aikawa: Satumba-02-2020