I ka ʻaha kūkā nūhou "2020 Small Pitch LED Research White Paper", ʻo AVC Research Director Shi Duo o Aowei Cloud Network i ʻōlelo ʻia ma muli o ka hopena o ka maʻi ahulau, ua emi nui ka mākeke hōʻike pāʻoihana ma ka ʻāina ʻo Kina i ka hapa mua o 2020. iho i ka 21% makahiki ma ka makahiki. Ua hōʻike nā ʻāpana ʻāpana āpau i nā pae like ʻole o ka emi ʻana. Ma waena o lākou, ua hoʻopilikia nui ʻia ka hoʻonaʻauao, nā lawelawe, nā waiwai, a me ka halihali ʻana e ka maʻi ahulau.
ʻO ka unahi mākeke hōʻike LED (2018-2025)
Wahi a ka "2020 Small Pitch LED Research White Paper", ua hōʻea ka mākeke hōʻike LED honua i ka RMB 45.2 biliona ma 2019, ʻo ia ka nui o ka mākeke hōʻike LED liʻiliʻi (≤P2.5) he RMB 17.3 biliona, helu no 38.23% . I ka makahiki 2020, ma muli o ka hopena o ka maʻi maʻi lei hou, e hoʻemi ʻia i ka 2020, ma muli o ka hoʻokaʻawale ʻana o nā hana waho a me nā ʻoihana ma muli o ke ahulau. Wahi a ka poʻe akamai, ke manaʻo nei ka Industrial Research Center e emi iho ka nui o ka hōʻike LED honua e 8% i 2020 a i 41.6 biliona, me ka hōʻike liʻiliʻi liʻiliʻi He haʻahaʻa iki ka emi ʻana o ka pale, ma lalo o 5%.
E hoʻomaka mālie ana nā hōʻike LED honua i ka hapa ʻelua o 2020. ʻOiai ke kū nei lākou i kahi kānalua nui aʻe, ke manaʻo ʻia nei lākou e ulu ana ma 2021. Me ka hoʻomohala ʻana o ka ʻenehana Mini LED direct display (Mini RGB), aia ma laila. e E like me nā hale kiʻiʻoniʻoni, nā TV nui nui, nā hālāwai kūkā o ka ʻoihana, ka hoʻonaʻauao, etc.) komo. Ua ʻōlelo ka poʻe loea e hōʻike ana ka ʻikepili noiʻi ʻoihana e ʻoi aku ka nui o ka ʻoihana hōʻike LED ma mua o 100 biliona yuan ma 2025. ʻO ka nui o ka ulu ʻana o 2020-2025 ma mua o 21%. E piʻi aʻe ka nui o nā hōʻike LED pitch mai 38.23% a i 56.11%
ʻO ka hoʻokumu mākeke hōʻike LED
Wahi a ka helu ʻana o ka pepa keʻokeʻo, ʻo ka nui o ka hōʻike ʻoihana, ka hōʻike pāʻoihana, ka hōʻike lehulehu a me ka hōʻike kīwila i ka mākeke hōʻike LED ma 2019 he 35.84%, 53.76%, 8.67% a me 1.16%. ʻO ka hōʻike ʻoihana a me ka hōʻike pāʻoihana ʻo ia nā hiʻohiʻona noi pou o LED, a ʻo ka hōʻike kīwila i hōʻike ʻia e ka TV nui-nui aia nō i ka pae hoʻomohala.
Ma waho aʻe o ka hoʻomauʻana i ka hoʻololiʻana i ka mākeke DLP,ʻo ka ikaika nui i ka mākeke hōʻike LED e hiki ke ulu akaka ka hōʻike pāʻoihana, ka nui ma ka mākeke kūkā a me ka mākeke hoʻonaʻauao ma luna o 100 iniha, a me ka mākeke pale kiʻi LED. Loaʻa nā hihia kūleʻa i kēia manawa a pono ma hope o ka maʻi maʻi, hoʻokō ʻia ka hōʻoia hoʻolauna. ʻO ka mākeke TV nui o ka mea kūʻai aku ʻo C kekahi o nā wahi o ka nānā ʻana. (Figure 2019 Global LED hōʻike i ka mākeke haku mele lākiō)
Mai ka hiʻohiʻona o ka spacing o nā hōʻike LED liʻiliʻi, ʻo P2.5 ka huahana spacing nui loa ma 2019, hiki i 38.05%, akā ke wikiwiki nei ka hapa o P1.5 a me P1.2. Ma hope o ke komo ʻana i 2020, ʻike ʻia ke ʻano o nā huahana liʻiliʻi liʻiliʻi ma luna o P1.0 a i ka P1.2, a ke manaʻo nei e hoʻonui ʻia ka waiwai o P1.2 i 2020 mai 20.42% a 25%.
Nānā makeke ma lalo o P1.0
I ka makahiki 2019, ua liʻiliʻi ka nui o ka hoʻouna ʻana o nā huahana ma lalo o P1.0, a ʻo ka waiwai hoʻopuka e pili ana ma kahi o 1%. Me ka hoʻomohala ʻana o ka ʻenehana a me ka hoʻonui kumukūʻai, ʻoi aku ka nui o ka ulu a me ka noi ʻana o nā huahana P0.9 i ka makahiki 2020, me 8K P0.9 ʻāpana pale ʻO ia ma kahi o 30 square meters. Inā he 20-30 mau papahana kiʻekiʻe o kēia ʻano i kēlā me kēia mahina, hiki i ka noi makahiki ke hiki i kahi 10,000 square meters. Wahi a ke kumu kūʻai kūʻai ʻo P0.9 o 100,000 yuan, pili ia i kahi 1 billion yuan. Ke noʻonoʻo nei i ka piʻi ʻana o ka noi wikiwiki a me ka emi ʻana o ke kumukūʻai, manaʻo ʻia ʻo 2020 a i ʻole 2021 e hōʻea i ka koi o kēlā me kēia mahina o 1,000 square meters. (Figure 4K a me 8K terminal price analysis of P1.2 and P0.9)
Wahi a ka poʻe loea, wānana ka Industrial Research Center e manaʻo ʻia ka waiwai hoʻopuka ma lalo o P1.0 ma waena o RMB 300 miliona a me 500 miliona ma 2020, kahi piʻi o 52% a 152% makahiki-ma-makahiki. I ka makahiki 2020, e hoʻomaka ana nā huahana me ka hakahaka ma lalo o P1.0 e hāʻawi i ka waiwai hoʻopuka.
Ka manawa hoʻouna: Dec-02-2020