Abstract:Nyob rau hauv lub neej yav tom ntej, lub lag luam tawm daim ntawv thov ntawmLED zaub screens, Ntxiv rau qhov chaw sib tham thiab kev lag luam yeeb yaj kiab thiab TV, kuj suav nrog kev lag luam xws li cov chav soj ntsuam, sab nraum zoov cov ntxaij vab tshaus me me, thiab lwm yam. Nrog rau kev poob qis hauv cov nqi thiab kev lag luam thev naus laus zis, ntau qhov chaw thov yuav tsim.Txawm li cas los xij, kuj muaj kev sib tw.Kev txo tus nqi thiab qhov kawg xav tau qhov tsawg kawg nkaus txhawb ib leeg thiab txhawb ib leeg.
Xyoo 2020, vim muaj kev cuam tshuam los ntawm COVID-19, lub ntiaj teb LED zaub kev lag luam xav tau poob qis, tshwj xeeb tshaj yog nyob rau txawv teb chaws lag luam xws li Europe thiab Tebchaws Meskas.Kev ua lag luam thiab cov xwm txheej kis las tau poob qis, uas yuav cuam tshuam rau qhov kev thov ntawm cov khoom siv ntawm LED.Tuam Tshoj Mainland yog lub ntiaj teb lojLED zaubntau lawm puag, thiab nws kuj suav nrog nruab nrab thiab sab sauv ntawm cov nti, ntim thiab txhawb kev lag luam.Kev poob qis tam sim ntawm kev thov txawv teb chaws tau cuam tshuam ntau yam kev lag luam hauv tsev mus rau ntau qib.
Hauv kev lag luam ntawm cov khoom lag luam tiav, kev lag luam xav tau poob mus rau ib qho trough hauv thawj ib nrab ntawm lub xyoo.Pib los ntawm qhov kawg ntawm 3Q20, kev thov hauv Suav lag luam tau maj mam rov qab los.Rau tag nrho lub xyoo, raws li kev txheeb cais ua ntej ntawm TrendForce, lub ntiaj teb kev lag luam loj hauv 2020 yog 5.47 billion US dollars, nqis 14% xyoo-rau-xyoo.Nyob rau hauv cov nqe lus ntawm kev lag luam concentration, kev lag luam feem ntawm yim lub tuam txhab loj los ntawm 2020 yuav nce ntxiv, mus txog 56%.Tshwj xeeb tshaj yog nyob rau hauv kev ua lag luam channel, cov nyiaj tau los ntawm cov tuam txhab ua lag luam tseem loj hlob tuaj.
Los ntawm qhov kev xav ntawm qhov sib txawv, qhov kev faib ua feem ntawm qhov sib txawv me me thiab cov khoom zoo sib txawv tau nce ntxiv, nrog rau tag nrho cov feem ntau tshaj 50%.Ntawm cov khoom me me, nyob rau hauv cov nqe lus ntawm cov khoom tso tawm, P1.2-P1.6 muaj qhov feem ntau ntawm cov khoom tso tawm, tshaj 40%, raws li cov khoom P1.7-P2.0.Saib rau pem hauv ntej mus rau 2021, Suav kev lag luam xav tau yuav tsum txuas ntxiv lub xeev muaj zog ntawm 4Q20.Txawm hais tias muaj xwm txheej kis thoob ntiaj teb kev ua lag luam txuas ntxiv mus, tsoomfwv tseem yuav siv cov kev ntsuas sib xws.Qhov cuam tshuam rau kev lag luam yuav qis dua xyoo tas los.Kev thov yuav tsum rov qab los.LED zaub lag luam xav tias yuav ncav cuag 6.13 billion US dollars, ib xyoos ib zaug nce ntawm 12%.
Hauv kev ua haujlwm ntawm cov tsav tsheb ICs, kev ua lag luam thoob ntiaj teb yuav ncav cuag 320 lab nyiaj daus las hauv xyoo 2020, nce 6% xyoo-rau-xyoo, uas qhia txog kev loj hlob ntawm cov qauv.Muaj ob lub laj thawj tseem ceeb.Ntawm qhov tod tes, raws li qhov kev daws teeb meem nce ntxiv, lub ntsiab lus tseem ceeb ntawm lub suab txuas ntxiv mus zuj zus, uas txhawb nqa qhov kev xav tau ntawm cov khoom tsav ICs;Ntawm qhov tod tes, lub peev xwm ntau lawm ntawm 8-nti wafers yog nyob rau hauv luv luv, thiab fabs yog ntau inclined.Cov khoom siv hluav taws xob nrog cov txiaj ntsig zoo tshaj plaws tau ua rau cov khoom siv nruj ntawm cov tsav tsheb ICs, ua rau nce nqi ntawm qee cov khoom siv tsav tsheb IC.
Tsav IC yog kev lag luam muaj zog heev, thiab tsib lub tuam txhab lag luam saum toj kawg nkaus muaj kev sib koom ua lag luam ntawm ntau dua 90%.Nrhiav rau pem hauv ntej rau 2021, txawm hais tias lub peev xwm ntawm 8-nti wafer fabs tau nthuav dav, kev lag luam xav tau rau cov khoom siv hluav taws xob xws li 5G xov tooj ntawm tes thiab tsheb tseem muaj zog.Tsis tas li ntawd, qhov kev thov rau qhov loj-loj vaj huam sib luag tsav tsheb ICs kuj muaj zog.Yog li ntawd, qhov tsis txaus ntawm cov tsav tsheb IC tsim muaj peev xwm tseem nyuaj rau kev txo qis, IC nqi txuas ntxiv nce, thiab kev lag luam loj yuav tsum tau nce ntxiv mus rau 360 lab US las, nce ntawm 13%.
Nrhiav rau pem hauv ntej rau txoj hauv kev rau kev txhim kho yav tom ntej ntawm LED cov lus, qhov chaw sib tham thiab cov yeeb yaj kiab thiab TV lag luam yuav tsum tau los ua qhov tseem ceeb ntawm cov ntawv thov rau LED zaub.
Thawj yog daim ntawv thov ntawm chav sib tham.Tam sim no, cov khoom tseem ceeb muaj xws li projectors, LED zaub thiab cov ntxaij vab tshaus loj loj LCD.LED cov lus qhia feem ntau yog siv rau hauv cov chav sib tham loj, thiab cov chav sib tham me me tseem tsis tau koom nrog hauv qhov loj.
Txawm li cas los xij, xyoo 2020, ntau lub tuam txhab tau tsim cov khoom lag luam LED tag nrho hauv ib qho.LED tag nrho-hauv-ib qho yuav tsum hloov cov projectors.Tam sim no thoob ntiaj teb kev thov rau chav sib tham projectors yog kwv yees li 5 lab units hauv ib xyoos.
Raws li kev tshawb fawb los ntawm TrendForce, qhov muag ntim ntawm LED tag nrho-hauv-ones hauv 2020 tau tshaj 2,000 units, qhia txog kev loj hlob sai, thiab muaj chaw loj rau kev loj hlob yav tom ntej.Qhov kev sib tw loj tshaj plaws ntawm tag nrho-hauv-ib lub rooj sib tham tshuab yog qhov teeb meem nqi.Tus nqi tam sim no tseem kim heev, thiab tus nqi txo qis yuav tsum muaj kev txhawb nqa ntawm qhov kev thov davhlau ya nyob twg.
Cov ntawv thov hauv kev ua yeeb yaj kiab thiab TV feem ntau suav nrog peb daim ntawv thov loj: kev ua yeeb yaj kiab ua yeeb yaj kiab, kev ua yeeb yaj kiab hauv tsev, thiab cov rooj sib tham pem hauv ntej rau kev ua yeeb yaj kiab thiab TV.Hauv kev ua lag luam xinesmas, cov khoom lag luam cuam tshuam tau pib nrog cov txiaj ntsig zoo, tab sis cov teeb meem tseem ceeb yog tias tus nqi siab dhau lawm thiab cov txuj ci tseem ceeb yog qhov nyuaj kom tau txais.Hauv kev lag luam hauv tsev ua yeeb yam, cov kev xav tau tshwj xeeb yog qhov yooj yim, thiab cov kev tsim nyog tsis tas yuav tsum muaj.Qhov kev sib tw tseem ceeb yog tus nqi.Tam sim no, tus nqi ntawm LED cov lus siv hauv tsev ua yeeb yam yog kaum ob lub sij hawm tus nqi ntawm high-end projectors.
Lub hauv ntej-kawg keeb kwm yav dhau ntawm cov yeeb yaj kiab thiab TV ntau lawm hloov cov kev lag luam ntsuab tshuaj ntsuam, uas tuaj yeem txuag tau tus nqi thiab lub sijhawm ntawm cov yeeb yaj kiab thiab TV tom qab tsim tawm.Lub vijtsam tom qab rau kev tua tsis tas yuav tsum muaj qhov sib txawv siab.Qhov sib nrug ntawm cov khoom lag luam tam sim no yog P1.2-P2.5, tab sis cov txiaj ntsig ntawm cov zaub yog qhov siab, yuav tsum muaj kev ntsuas siab ntau yam duab (HDR), tus ncej siab hloov tshiab (HFR) thiab siab Greyscale siab, cov kev cai no yuav ua rau tag nrho. tus nqi ntawm cov zaub.
Nyob rau hauv lub neej yav tom ntej, lub lag luam tawm tshiab rau LED zaub daim ntaub ntawv, ntxiv rau cov saum toj no-hais lus rooj sab laj qhov chaw thiab zaj duab xis thiab TV kev lag luam, kuj muaj xws li kev lag luam xws li chav soj ntsuam thiab sab nraum zoov cov ntxaij vab tshaus me me.Raws li cov nqi poob qis thiab thev naus laus zis nce ntxiv, ntau thaj chaw thov yuav raug cuam tshuam.Tsim.Txawm li cas los xij, kuj muaj kev sib tw.Kev txo tus nqi thiab qhov kawg xav tau qhov tsawg kawg nkaus txhawb ib leeg thiab txhawb ib leeg.Yuav ua li cas cog qoob loo thiab tsim kev lag luam tawm tshiab yuav yog lub ntsiab lus tseem ceeb rau kev lag luam LED zaub yav tom ntej.
Post lub sij hawm: Sep-08-2021