1. Lub ntsiab ntawm cov peev txheej
Txoj kev loj hlob ntawm kev thov ntawm sab yog qhov laj thawj tseem ceeb los txhawb kev tsim kho ntawm LED zaub kev lag luam. Kev tsim kho ntawm kev lag luam ib txwm hloov kho nyob ib puag ncig qhov tseem ceeb uas LED yuav tsum tau hloov lwm txoj kev teeb tsa. Qhov tshwm sim ntawm qhov sib txawv me me tau paub qhov hloov ntawm sab hauv DLP thiab LCD splicing cov ntxaij vab tshaus nrog LEDs. Nrog rau kev txo nqi, cov yov me me tau hloov los ntawm cov kws tshaj lij cov khoom lag luam rau cov khoom lag luam tawm dav dav pom kev nkag mus.
Lub hauv paus tseem ceeb ntawm kev loj hlob tam sim no ntawm LED zaub tseem yog los ntawm kev nkag mus ntxiv ntawm kev sib txawv me me, suav nrog kev kho dua tshiab ntawm cov khoom pib hauv kev ua haujlwm tshaj lij cov neeg ua haujlwm, nkag mus ntawm kev thov los ntawm cov tuam tsev tswj hwm xeev thiab nroog rau cov cheeb tsam thiab cov nroog, thiab cov kev thov tshiab rau kev tswj hwm thaum muaj xwm ceev platform tsim. Lub rooj lag luam coj mus muag yog tseem nyob rau hauv nws kiag. Nyob rau hauv lub neej yav tom ntej, txoj kev loj hlob ntawm cov neeg thov nyiaj hauv cov lag luam me xws li kev tshaj tawm kev thauj mus los, kev lag luam muag, tsev ua yeeb yaj kiab, thiab chav sib tham yuav coj ntau tshaj kaum tawm lab tus ntawm cov chaw lag luam. Cov neeg txawv teb chaws, tom qab lub suab me me tau nkag mus rau theem kev loj hlob txij li xyoo 2018, qhov kev thov rau kev lag luam tawm, kev ua si, thiab kev xauj tsev thiab lwm qhov kev ua lag luam yias yog qhov muaj zog, thiab qhov kev thov tag nrho rau kev lag luam thoob ntiaj teb LED zaub kev lag luam muaj ntau heev. Raws li qhov kev sib tw me me, Mini LED tau tiav cov kev lag luam me me. Nws yuav nkag mus hauv tsev pom yav tom ntej, thiab LED chaw hloov pauv yuav raug hloov dua tshiab. Nyob rau hauv lub neej yav tom ntej, kev sib tawg ntawm cov cuab yeej tseem ceeb ntawm Micro LED yuav ua rau LED pom kom nkag mus rau cov neeg siv khoom hluav taws xob.
Ua ke nrog cov xwm txheej ntawm cov khoom siv sab-sab, cov hluav taws xob hauv kev lag luam hauv LED tau loj hlob tiav, lub ntiaj teb kev tsim tawm tau hloov mus rau Tuam Tshoj av, thiab cov kev lag luam hauv tsev muaj qhov siab ntawm kev lag luam siab. Kev sib koom tes txhim kho ntawm txoj kev lag luam txuas ntxiv txuas ntxiv dag zog rau kev sib tw thoob ntiaj teb ntawm LED zaub tuam ntxhab. Raws li cov thev naus laus zis tau hloov kho dua tshiab thiab kho dua tshiab, cov khoom lag luam ntawm cov khoom lag luam siab yav tom ntej yuav nce siab rau cov thawj coj hauv kev lag luam. Kev tso ua ke ntawm nplai qhov zoo yuav ntxiv rau txoj kev ua lag luam ntawm kev ua lag luam.
Raws li cov kev txiav txim siab saum toj no ntawm kev lag luam, peb nkag siab zoo txog cov hauv kev ua lag luam thiab cov kev pheej hmoo txaus siab ntawm kev xaiv ntawm cov peev txheej phiaj los nqis tes. Cov ntsiab lus tseem ceeb pom zoo suav nrog Unilumin Technology (8.430, -0.03, -0.35%) (300232), AOTO Electronics (6.050, 0.09, 1.51%) (002587). Nws raug nquahu kom xyuam xim rau cov hom phiaj suav nrog 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), thiab lwm yam.
2. Cov zaub LED: los ntawm lub suab me me mus rau Mini, kev coj mus muag zaub lag luam nthuav dav ntxiv
LED zaub qhov xav tau ntawm ib sab tswj txoj kev loj hlob ntawm qib siab. Ntawm qhov one tes, nws los ntawm kev txuas ntxiv mus tob rau ntawm lub suab me me, thiab ntawm qhov tod tes, nws los ntawm lub voj voog tshiab coj los ntawm kev txhim kho ntawm Mini LED thev naus laus zis. Lub suab me pib nrog kev tshaj lij ntawm cov neeg tshaj lij, thiab tus nqi nplua nkag mus ntxiv. Raws li tus nqi poob, cov ntawv lag luam tawm, feem ntau yog tshaj tawm, yeeb yaj kiab, thiab chav sib tham, tau dhau los ua qhov chaw loj hlob tau. Mini LED yuav tsim ntau nyob rau xyoo 2018. Nrog rau kev nce nqi ntawm kev coj ua los ntawm kev siv backlight tom qab cov ntim hnyav, Mini LED cov lus qhia tseem yuav tau txais txiaj ntsig thiab ua tiav ntau qhov ntau lawm, tsav cov LED coj mus rau lub voj voog tshiab ntawm kev thov.
(1) Kev tshaj lij thev naus laus zis, LED zaub ntawm "sab nraud" thiab "sab hauv"
Txij li thaum cov zaub LED nkag mus rau hauv cov ntawv thov kev lag luam, nws tau ntsib txoj kev txhim kho los ntawm ib qho thiab ob chav xim zaub coj mus rau cov zaub xim. Hauv ib lub thiab ob-xim era, lub teeb ci siab ntawm cov yam ntxwv ntawm LED tau mas siv rau cov cim taw qhia, suav nrog cov cim teeb liab, txhab nyiaj cov ntaub ntawv tso tawm thiab lwm cov teb. Nws tsis yog txog xyoo 1993 tias xiav LED nti nrog cov ntawv thov kev lag luam tus nqi tau tsim, ua cov xim puv npo tau. Daim ntawv thov loj tiag tiag ntawm cov ntxaij vab tshaus LED puv xim tau tshwm sim tom qab xyoo 2000. Lub sijhawm no, kev lag luam LED tsim hluav taws xob teev, thiab cov tuam txhab tsim khoom lag luam muaj txij li tau siv zog hauv kev lag luam hauv domestic thiab txawv teb chaws.
Cov ntxaij vab tshaus puv puv thaum ntxov tau siv rau hauv kev tshaj tawm sab nraud loj, muaj lub suab loj loj pixel ntawm lub vijtsam, uas tsuas yog tsim rau pom ntawm qhov deb. Nrog kev nce qib ntawm cov thev naus laus zis, lub suab pixel txuas ntxiv mus txuas ntxiv. Tom qab xyoo 2010, cov lus piav qhia LED me me tau tshwm sim, uas tau paub txog qhov kev nthuav dav ntawm LED cov lus los ntawm sab nraum zoov rau sab hauv tsev. Tom qab xyoo 2016, lub suab me me tau lees paub los ntawm kev ua lag luam, thiab tus nqi nkag tau nce sai heev.
Nrog rau cov txheej txheem thev naus laus zis, LED pixel suab tau txo qis ntxiv, thiab qhov tshwm sim ntawm Mini thiab Micro LED tau ntxiv cov kev tsim kho tshiab rau kev lag luam. Xyoo 2018, Mini LED nrog lub dot suab uas tsawg dua 1mm ua tiav cov khoom lag luam me thiab pib siv rau hauv cov tshuab hlwb hlau siab, kev ua si twv xyuas cov teeb nrawm loj thiab cov chaw ua si loj nyob sab hauv tsev hauv cov chaw hais kom ua, thiab cia siab tias yuav nkag mus daim ntawv thov tsev scene yav tom ntej. Tam sim no, cov tuam ntxhab tseem ceeb tau pib xa Micro LED, cov nti me me tau raug txo qis ntxiv, thiab cov duab tshwm sim tuaj yeem ua tiav nyob hauv tib thaj chaw tau ua kom zoo dua qub. Lub Ib Hlis xyoo no, Samsung tau teeb tsa pom 75 nti 4K Micro LED zaub. Nws cia siab tias Micro LED yuav mus rau yav tom ntej. Nkag mus rau cov ntawv thov ze-siv, siv hauv cov khoom siv hluav taws xob xws li xov tooj ntawm tes, ntse saib, AR / VR, thiab lwm yam.
Lub zog tsav uas khiav los ntawm kev loj hlob ntawm LED cov lus tawm los ntawm cov khoom hloov, thiab cov tub ntxhais ntawm cov khoom hloov tau los ntawm cov thev naus laus zis kev hloov pauv. Ntawm qhov one tes, thev naus laus zis tau tso cai rau cov khoom tshiab los hloov cov khoom qub thiab cov qub, thiab ntawm qhov tod tes, nws hloov lwm cov khoom lag luam tawm tshiab. Nrog rau qhov tshwm sim ntawm cov ntxaij vab tshaus puv xim, LEDs maj mam hloov cov kab thaiv sab nraum zoov-hom lub teeb lub thawv kab ntawv, thaum yov me me yog hloov sai sab hauv DLP thiab LCD splicing cov ntxaij vab tshaus raws li qhov zoo ntawm seamless splicing, high color saturation, uniform duab, thiab qis lub zog noj. Kev txhim kho ntawm Mini LED thiab Micro LED thev naus laus zis yuav txuas ntxiv paub qhov hloov me thiab nruab nrab LCD thiab OLED cov ntxaij vab tshaus nrog LEDs.
Thoob plaws lub ntiaj teb, qhov kev nce siab loj ntawm cov lag luam LED zaub tseem yog los ntawm cov khoom lag luam me, thiab nrog qhov kev txo qis ntxiv ntawm dot pitch, qhov siab thov rau HD / UHD tau dhau los ua qhov tseem ceeb ntawm kev nce.
(2) Qhov chaw me me thiab qhov chaw loj, kev lag luam coj mus muag lag luam yog nce
Raws li qhov ua tau zoo ntawm kev sib txawv me-suab zoo li DLP thiab LCD splicing cov ntxaij vab tshaus, muaj feem xyuam rau kev ua haujlwm sab hauv tau pom dav dua. Hauv lub sijhawm thaum ntxov, txawm hais tias cov me-suab hluav taws xob LED muaj cov khoom zoo coj los ua tus nqi, tus nqi tau zoo. Yog li ntawd, lawv thawj zaug tau thov rau cov haujlwm tshaj lij xws li tub rog thiab kev nyab xeeb. Cov liaj teb no tso saib cov thev naus laus zis ntau thiab siv cov kev cuam tshuam dhau tus nqi, thiab tsis tshua muaj tus nqi zoo dua li kev ua lag luam kev lag luam. Cov. Cov txiaj ntsig kev ua haujlwm nyob rau hauv kev tshaj lij kev tshaj lij tau txhawb nqa qhov nce ntawm kev nkag mus ntawm cov pitches me me, thiab tus nqi tau poob qis, thiab nws tau maj mam nkag mus rau cov ntawv thov kev lag luam. Cov kev ncaws pob thiab ncaws pob nyob ntev tau los ua thawj qhov kev coj ua uas siv.
Tom qab xyoo tas los ntawm txoj kev loj hlob, thaj chaw tshwj xeeb ntawm kev siv hluav taws xob me me siv hluav taws xob LED tuaj yeem muab faib ua tsib yam: kev tshaj lij kev ua lag luam, coj mus muag zaub, xauj tsev ua yeeb yaj kiab, kev ua kis las ncaws pob thiab tsim muaj duab. Ntawm lawv, qhov kev thov rau cov haujlwm tshaj lij yog tsom rau hauv kev tiv thaiv, tsoomfwv, thiab cov haujlwm siv hauv zej tsoom, thaum cov lus ua lag luam, cov kis las, thiab cov ntawv cog lus yog cov xwm txheej hauv kev lag luam.
Tam sim no, lub suab me me tau dhau los ua lub hauv paus ntawm LED cov tso tawm, thiab tus nqi nkag rau hauv qhov kev tshaj lij cov khoom lag luam muaj ntau. Kev lag luam muag khoom lag luam siab tau dhau los ua cov khw muag khoom lag luam, suav nrog kev tshaj tawm, khw muag khoom lag luam, chav sib tham, tsev ua yeeb yaj kiab thiab lwm yam haujlwm. Piv nrog rau cov duab ua haujlwm tshaj lij Lub suab me me muaj lub sijhawm nkag luv, ntaub ntawv thov dav dav, thiab thaj chaw loj hlob. Raws li tus nqi poob, nws tuaj yeem tsim kho sai sai.
3. Kev nkag mus txuas ntxiv, thiab cov kws tshaj lij tawm kev lag luam txuas ntxiv mus
Kev tshaj lij kev tshaj lij yog qhov kev thov ntxov tshaj plaws ntawm cov suab nrov me me ntawm sab nraum zoov mus rau sab hauv tsev, suav nrog cov tub rog, kev ruaj ntseg, tsheb khiav tsheb, lub zog thiab lwm yam kev ua tub rog thiab tsoomfwv uas cuam tshuam txog sub-scenarios. Leyard, ua thawj lub tuam txhab nyob hauv Suav teb los tsim cov tshuab hluav taws xob me me ua hluav taws xob, tam sim no tuav thawj txoj haujlwm hauv kev lag luam thoob ntiaj teb me me suab piav qhia. Txij li Leyard tau tsim cov khoom lag luam me me hauv xyoo 2012, nws yog feem ntau tsom rau cov kev ua haujlwm tshaj lij. Hais txog kev lag luam kev faib tawm ntawm cov nyiaj tau los deb, cov tub rog tau suav ua qhov feem ntau tshaj plaws nyob rau xyoo 2012, nce mus txog 36,4%, tom qab ntawm tsoomfwv cov chaw suav nrog kev ruaj ntseg ntawm pej xeem, kev ncaj ncees, thiab cov kev pabcuam pej xeem txhua qib. Cov tub rog thiab tsoomfwv cov koomhaum ua ke suav txog ntau dua 50% ntawm cov nyiaj tau los-qhov chaw me me hauv xyoo 2012, thiab tom qab ntawd nkag mus rau hauv cov chaw lag luam thiab cov tuam tsev. Los ntawm 2015, ob lub koomhaum tseem suav txog ntau dua li ib feem peb.
Cov ntaub ntawv thiab cov lus tshaj tawm cov khoom ntse yog qhov laj thawj tseem ceeb rau thawj qhov kev siv ua tiav ntawm me-suab hluav taws xob LED hauv kev tshaj lij cov lus tshaj tawm. Cov xov hluav taws xob me me muaj qhov pom kev pom dav dav, cov qib siab siab dua, kev siv hluav taws xob tsawg, thiab cov pob qij txha sib khi, uas tau sib haum nrog kev ruaj ntseg ntawm pej xeem, kev hais kom ua tsheb thiab lwm lub tuam tsev. Lub kaw lus pom thiab hloov dua tshiab. Nyob rau hauv lub neej yav tom ntej, txoj kev loj hlob ntawm kev tshaj lij cov lus tshaj tawm yuav los ntawm kev hloov cov zaub uas tau muab tso rau hauv kev siv thaum ntxov, thiab kev hloov ntawm lub tiaj-taws LED me nkag mus rau cov chav tswj hwm qis hauv tsoomfwv-cuam tshuam txog thaj chaw. Ntawm qhov tod tes, txhawm rau yoog raws li kev tiv thaiv kev noj qab haus huv tshiab thiab kev pab cawm thaum muaj xwm ceev, chav ceev xwm ceev cov lus thov rau cov zaub tseem nyob hauv theem loj hlob sai.
(1) Cov chaw saib xyuas kev nyab xeeb pej xeem
Coj pej xeem kev ruaj ntseg teb ua piv txwv. Tam sim no, DLP, LCD splicing thiab me-pitch LEDs yog qhov ua yeeb yam tseem ceeb rau cov pej xeem muaj kev ruaj ntseg hauv ntau lub nroog hauv Suav. Nyob rau hauv lub neej yav tom ntej, me-suab yuav txuas ntxiv hloov DLP thiab LCD. Nyob rau tib lub sijhawm, thawj zaug siv hluav taws xob me me-suab hluav taws xob LED tau nkag mus rau 3- 5-xyoo khoom lag luam hloov chaw. Raws li kev suav, los ntawm cheeb tsam kev tswj hwm hauv ib cheeb tsam ntawm lub teb chaws mus rau cheeb tsam tsev kawm ntawv thiab cheeb tsam kev tswj hwm, suav hais tias qhov chaw tswj hwm pej xeem kev ruaj ntseg ntawm txhua qhov kev tswj hwm tsuas yog nruab nrog lub tiaj me me ntawm LED screen, kev ua lag luam qhov loj ntawm cov pej xeem kev ruaj ntseg chaw nruab nrab ib leeg tuaj yeem ncav cuag 3.6 billion yuan. Tag nrho kev nyab xeeb teb kuj tuaj yeem raug cais ua ntau ceg xws li kev ruaj ntseg pej xeem, kev tiv thaiv hluav taws, tub ceev xwm tsheb, ntawv sau thiab mus ntsib, kev tshawb nrhiav nyiaj txiag, tshawb xyuas tub sab, thiab tub ceev xwm tshwj xeeb. Kev lag luam nplai ntawm cov me-suab LED nyob rau hauv kev lag luam kev ruaj ntseg yuav deb tshaj qhov kwv yees saum toj no.
(2) Kev tswj hwm thaum muaj xwm ceev
Hauv kev hloov kho ntawm Lub Xeev Sawv Cev Hauv Xyoo 2018, lub chaw tswj hwm xwm ceev tau tsim, uas coj cov kev tswj hwm xwm txheej ceev mus rau theem tshiab thiab tau los ua qhov tseem ceeb ntawm txoj haujlwm tswj hwm hauv lub tebchaws thiab kev tswj hwm lub peev xwm. Raws li "Thib kaum Peb Lub Tswv Yim Npaj Txhim Kho Kev Tshawb Fawb Txog Kev Tiv Thaiv Kev Kub Ntxhov Hauv Tebchaws", Tuam Tshoj tau pib tsim lub teb chaws cov phiaj xwm xwm txheej ceev, thiab npaj yuav txhawb lub Xeev Council cov phiaj xwm xwm ceev thiab cov chaw haujlwm thiab cov xeev raws li cov txiaj ntsig ntawm thawj theem ntawm lub teb chaws cov phiaj xwm xwm txheej ceev. Hloov kho thiab hloov kho ntawm cov qauv kev kub ceev. Raws li daim phiaj xwm tag nrho ntawm Lub Xeev Council, cov phiaj xwm kev kub ntxhov yuav raug xa mus rau 47 sub-provincial thiab saum cov tsev. Ib qhov ntxiv, 240 lub nroog nruab nrab cov nroog loj thiab ntau dua 2,200 lub hauv paus tsev kawm ntawv thiab cov nroog suav yuav nqis peev pab tsim kho thaum muaj xwm txheej ceev. Raws li cov ntaub ntawv ntawm Lub Chaw Foresight Kev Tshawb Fawb Kev Tshawb Fawb, lub tuam txhab xwm txheej ceev hauv teb chaws tau online hauv xyoo 2009, thiab Tuam Tshoj pib kev tsim kho ntawm kev lag luam thaum muaj xwm txheej ceev. Kev lag luam loj tsuas yog 140 lab yuan thaum lub sijhawm ntawd. Raws li kev ua lag luam xav tau kev nce qib, qhov ntsuas hauv xyoo 2014 tau ze rau 2 txhiab yuan. Xyoo 2018, nws tau txog 9.09 billion yuan, nrog kev loj hlob ntawm 40% hauv peb lub xyoos. Nws tau saib tom ntej tias kev lag luam khw tsim tawm xwm txheej yuav dhau 10 billion yuan nyob rau 2019.
Ib qho tseem ceeb ntawm kev tsim kho ntawm lub sijhawm xwm txheej ceev yog kev saib xyuas qhov chaw thiab cov lus txib kom paub tseeb cov lus teb, xa tawm sai, thiab kev taug qab thaum muaj xwm txheej loj thiab kev puas tsuaj tshwm sim. Lub suab me me tso saib cov duab LED coj los teb rau cov kev xav tau thiab tam sim no tau nkag mus rau hauv chav tswj hwm ntawm txhua qib. Kev tsim kho ntawm cov txheej txheem txheej txheem xwm txheej ceev yog nyob rau hauv tag nrho viav vias. Raws li saib rau pem hauv ntej, txheeb ze, tam sim no, ntau tshaj 30 chav nyob ntawm sub-provincial thiab saum toj no tau pib ua tiav kev tsim kho cov phiaj xwm kev kub ntxhov, thaum cov nyob hauv nroog thiab cheeb tsam thiab cov nroog tseem tab tom tsim. Qhov chaw dav me me ntawm kev nkag mus rau lub nroog tseem muaj ntau hauv cov nroog hauv nroog thiab ntau yam kev pabcuam thaum muaj xwm txheej ceev ntawm cov nroog hauv nroog thaj tsam tau tab tom tsim.
Raws li kev suav yooj yim, yog tias cov chaw tswj hwm kev ruaj ntseg ntawm cov chaw tswj hwm ntawm txhua qhov chaw muaj nruab nrog lub tiaj me me LED zaub, cov lag luam loj tuaj yeem ncav cuag 3.6 txhiab yuan. Tam sim no, lub ntsej muag me me tseem tseem muaj peev xwm nyob hauv thaj chaw ntawm thaj tsam ntawm lub nroog thiab theem nroog, thiab thaj chaw hauv khw yog loj dua. Cov koom haum tswj kev ruaj ntseg pej xeem hauv nroog yuav yog qhov khoom tseem ceeb ntawm kev loj hlob yav tom ntej. Kev tswj xwm txheej kub ntxhov, raws li lub tuam txhab kev tsim kho tseem ceeb hauv tebchaws tom qab xyoo 2018, muaj kev thov loj heev rau cov tshuab tso saib. Nws yog suav raws li cov lej npaj tau thiab tsim los ntawm Lub Xeev Pawg Saib Xyuas. Txawm hais tias chav saib xyuas xwm txheej ceev ntawm txhua qib yog nruab nrog tsuas yog ib pawg teeb tsa LED teeb, cov lag luam loj tau ze rau 3 billion yuan. Los ntawm cov lus qhia rau pej xeem kev ruaj ntseg mus rau thaj chaw ntawm kev tua hluav taws, tsheb thauj mus los, kev tshawb xyuas kev ua txhaum cai, thiab lwm yam, thiab los ntawm cov chaw tswj hwm xwm ceev ntawm txhua theem mus rau cov txheej txheem xwm txheej ceev ntawm lwm cov koom haum tswj hwm, cov tuam txhab thiab cov chaw, tag nrho cov chaw lag luam ntawm kev tshaj lij yog xav tias yuav ntau dua 10 billion.
4 .. du kev nthuav dav thiab dav coj mus muag lag luam chaw lag luam
Txij li thaum txoj kev loj hlob ntawm cov me me-nqaj LED, cov dot suab tau txo qis txuas ntxiv, ua tiav cov txheej txheem thev naus laus zis los ntawm P2.5 txog P0.9. Muab piv rau cov qauv ntawm kev muag khoom ntawm cov khoom lag luam zoo hauv xyoo 2016 thiab 2017, kev ua lag luam P2.5 tau poob qis ntawm 32% hauv 2016 txog 14% hauv 2017, thaum sib koom ntawm P1.5 thiab P1.2 cov khoom lag luam tau nce nrawm dua, los ntawm 2016 nyob rau hauv tag nrho. Los ntawm 34% hauv 2017 txog 53% nyob rau xyoo 2017. Cov cuab yeej technology-tus nqi tau txuas ntxiv poob qis, cov khoom lag luam nrog cov teeb meem zoo dua hauv cov pitches me me tau txais sai sai los ntawm kev ua lag luam, thiab kev lag luam tawm ntawm cov khoom lag luam nrog cov pitches me tau nce sai dua.
Nrog rau kev txo qis ntxiv ntawm pixel pitch, LED cov khoom lag luam tau nkag mus rau ntau daim teb thov, thiab cov nqi txo tau ua rau me me-pitch LED nkag mus rau cov lag luam tso saib daim teb, dhau los ua lub zog tsav rau me-pitch LEDs kom muaj kev vam meej. Raws li cov ntaub ntawv los ntawm Aowei Cloud Network, qhov ntsuas ntawm Tuam Tshoj txoj kev lag luam xa khoom lag luam tau loj hlob los ntawm 15.2 billion yuan nyob rau xyoo 2010 txog 74.5 billion yuan nyob rau xyoo 2018, nrog rau kev sib koom ua lag luam nce ntawm 22.0%. Nws xav tias los txog 2020, nws yuav dhau 100 billion yuan. Hais txog ntawm pawg, xyoo-xyoo ntawm kev loj hlob ntawm LED me suab me hauv kev lag luam coj mus muag zaub hauv xyoo 2018 tau nce mus txog 55.2%, uas yog tseem nyob rau theem kev loj hlob sai ntawm qhov sib qhia tsawg thiab qib siab ntawm kev loj hlob. Hauv kev sib piv, qhov kev loj hlob ntawm LCD splicing cov ntxaij vab tshaus yog 13,5%, thaum DLP splicing Lub vijtsam zaub tso tawm los ntawm 9.7% xyoo-xyoo, thiab qhov sib txawv me me yuav txuas ntxiv muab kev ua si tag nrho rau nws cov txiaj ntsig zoo thiab coj mus rhaub qhov chaw loj heev ntawm coj mus muag zaub kev lag luam. Cov xwm txheej tam sim no uas cov chaw tsim khoom lag luam nthuav tawm lawv kev siv zog suav nrog kev tshaj tawm kev lag luam loj xws li tshav dav hlau thiab chaw nres tsheb ciav hlau ceev, khw muag khoom, tsev ua yeeb yaj kiab, thiab chav sib tham.
(1) Cov kev tshaj tawm loj
Hais txog kev thauj mus los, cov tshav dav hlau loj thiab cov chaw tos tsheb nqaj hlau nyob hauv tsev thiab sab nraud tau muab cov duab LED tso rau coob leej. Los ntawm cov ntaub ntawv ya davhlau mus tshaj tawm cov ntxaij vab tshaus ntawm ntau cov lus qhia tshwj xeeb, LED tau nkag mus, thiab muaj ntau yam zoo kawg ntawm LED cov lus hauv cov tshav dav hlau loj thoob ntiaj teb. Nyob rau tam sim no, qhov kev siv nkag siab ntawm cov nplais me me-sab hauv txoj hauv kev hauv qhov chaw thauj mus los tsis siab. Nrog rau qhov txo qis ntxiv hauv nqi, tseem muaj qhov chaw loj rau me-pitch LEDs. Lub tshav dav hlau, cov chaw nres tsheb ciav hlau, kev hloov tsheb ciav hlau hauv nroog thiab lwm thaj chaw yuav txuas ntxiv mus txuas ntxiv.
Noj dav hlau hauv zos kev lag luam huab cua hauv zos ua piv txwv. Raws li qhov kawg ntawm 2018, tag nrho cov huab cua kev lag luam huab cua nyob hauv tshav dav hlau yog 235, ntawm uas 37 muaj cov neeg caij tsheb txhua xyoo hla dhau 10 lab. Raws li tus nqi ntawm me-pitch LED cov ntxaij vab tshaus poob qis, cov tshav dav hlau loj siv LED cov ntxaij vab tshaus los hloov lub teeb lub thawv Cov nce ntawm kev tshaj tawm kev tshaj tawm yuav ua rau muaj kev lag luam loj ze li ntawm 1 billion yav tom ntej, thiab xav txog kev nkag mus ntawm cov lag luam LED zaub hauv cov daim teb lag luam tawm txawv teb chaws, yuav muaj chaw ntau ntxiv rau txoj kev loj hlob ntawm cov chaw tos tsheb thauj mus los thoob ntiaj teb.
(2) xinesmas lag luam
Xinesmas zaub yog lwm lub zog hauv kev lag luam coj zaub. Raws li cov pab pawg neeg siv khoom muaj qhov siab dua rau kev saib kev paub, LEDs yuav tsum nkag mus hauv cov xinesmas screen raws li cov txheej txheem ntawm siab txhais. LED muaj lub teeb xim siab, lub ci ci zoo nkauj, lub teeb zoo sib xws, lub neej ntev, thiab kev siv hluav taws xob tsawg. Piv nrog rau tam sim no lub ntsiab hluav taws xob Xenon teeb pom kev zoo, qhov zoo tau pom tseeb. Yog hais tias lub neej yav tom ntej tus nqi poob rau qhov kev txiav txim siab ntau, qhov chaw hloov pauv rau thawj cov khoom siv pov thawj yog lub suab me me Qhov chaw nce ntawm LED. Tam sim no, Samsung Onyx LED cov khoom lag luam tau ua lag luam thiab tau nkag mus rau 16 lub teb chaws thiab cheeb tsam thoob plaws ntiaj teb. Ntawm lawv, thaj av Asia-Pacific muaj qhov nkag siab tshaj plaws. Suav Tebchaws Suav Tebchaws tau tsim ua ntej los ntawm Wanda Cinemas hauv 2018, thiab tag nrho 7 cov ntxaij vab tshaus tau muab tso rau siv.
Raws li cov ntaub ntawv los ntawm National Bureau of Statistics, tus naj npawb ntawm Suav xinesmas (14.180, 0.07, 0.50%) cov ntxaij vab tshaus tshaj 60,000 hauv xyoo 2018. Raws li "Hais txog Kev Tsim Kho Cov Xinesmas thiab Txhawb Txoj Kev vam meej ntawm Txoj Kev Ua Lag Luam" los ntawm Lub Xeev Zaj Dab Neeg Kev Tswj Xyuas thaum Lub Kaum Ob Hlis 2018 Kev Xav ", los ntawm 2020, tag nrho cov naj npawb ntawm cov ntxaij vab tshaus yuav ncav cuag ntau dua 80,000. Piv txwv tias qhov kev sib piv tag nrho ntawm cov yeeb yaj kiab me me ua yeeb yaj kiab LED tso tawm tau txog 10%, txog xyoo 2020, kev lag luam tshiab ntawm cov ntxaij vab tshaus tuaj yeem ncav cuag 3 billion yuan, cov lag luam lag luam yog 9 billion yuan, thiab cov lag luam lag luam tag nrho ntawm 12 billion yuan. Daim ntawv pov thawj DCI tam sim no thiab tus nqi ntawm cov ntxaij vab tshaus LED yog qhov tseem ceeb li teeb meem rau cov tuam txhab tso saib los nkag rau kev ua lag luam xinesmas. Nyob rau hauv lub neej yav tom ntej, thaum DCI daim ntawv pov thawj tawg, LED cov ntxaij vab tshaus yuav dhau mus dhau los ntawm cov thev naus laus zis nyob rau hauv nqe lus ntawm tus nqi thiab zoo, thiab kev ua lag luam xinesmas yuav nkag mus sai thiab hloov cov khoom lag luam tam sim no.
(3) Chav sib tham
Tus thawj hauv chav sib tham tso saib siv LCD LCD TVs. Vim tias thev naus laus zis thiab thev naus laus zis, nws tsis yooj yim rau LCD TV kom tau cov lus qhia tshwj xeeb ntawm ntau tshaj 100 ntiv tes. LEDs daws tau qhov teeb meem mob no. Nyob rau tam sim no, chav tsev sib tham chav lag luam kuj tau nkag mus rau theem ntawm kev nkag mus sai ntawm cov ntxaij me me LED ntxaij, uas tau ua tiav zoo rau cov lag luam loj thiab cov chaw haujlwm. Raws li cov ntaub ntawv los ntawm Aowei Cloud Network, tus naj npawb ntawm chav sib ntsib hauv Suav teb tau dhau 20 lab, thiab lub ntiaj teb tau mus txog 100 lab. Yog tias cov rooj sib tham loj thiab nruab nrab muaj li 5%, qhov kev nplua nkag ntawm LED cov ntxaij vab tshaus me me nce mus txog 10%, thiab tus nqi ntawm txhua qhov screen tau tswj ntawm cov theem tsim nyog, kev lag luam hauv tsev yuav nce mus txog kaum tawm txhiab theem, thiab ntiaj teb nplai yuav loj dua.
(4) Cov zaub kev ua si
Daim ntawv thov ntawm LED zaub hauv tshav pob ntawm kev ua si feem ntau suav nrog kev tshuaj ntsuam cov kev xav tau ntawm ntau yam kis las thiab chaw ntau pob. Cov kis las ncaws pob yog thaj chaw uas cov ntawv qhia siv tau me me ua ntej tom qab tshaj lij cov chaw tshaj lij. Cov kev ua kis las thoob ntiaj teb thiab kev ntaus kis las hauv tsev feem ntau yuav tsum muaj peev xwm kom meej meej, ncav sijhawm thiab qhia tseeb qhov xwm txheej ntawm cov kis las ncaws pob. Cov lus qhia siv hluav taws xob me me tuaj yeem tsim kho rau txhua yam xws li cov ntsiab lus tshwj xeeb thiab ci ci raws li qhov tseev kom muaj ntawm kev ua si. Nyob rau tib lub sijhawm, nrog txoj kev loj hlob ntawm cov thev naus laus zis LED, me-suab LED qhia cov kev ntseeg tau ntawm LED tau hloov kho kom haum rau siv sab nraum zoov. Nyob rau hauv xyoo tas los, cov neeg muag khoom ntawm LED puv xim cov ntxaij vab tshaus rau qhov kev sib tw thoob ntiaj teb loj tau tshwm sim ntau zaus hauv kev ntxoov ntxoo ntawm cov tuam ntxhab Suav. Raws li cov kev ua kis las loj hauv xyoo 2020, Tokyo Olympic thiab European Cup yuav nce rau qhov kev thov saib cov ntxaij vab tshaus. Nyob rau hauv lub neej yav tom ntej, los ntawm kev tshaj tawm thoob ntiaj teb thiab hauv cheeb tsam mus rau kev sib tw kis las hauv tebchaws thiab hauv nroog, nws yuav yog qhov tseem ceeb uas ua rau txoj kev loj hlob ntawm cov khoom ntaus kis las.
Raws li International Bureau of Statistic, txog rau thaum xaus xyoo 2018, muaj 661 lub chaw sib tw ua kis las nyob hauv Suav teb, suav nrog 1 lub tebchaws, 58 ntawm lub xeev, 373 qib kev sib kis, thiab 229 ntawm lub nroog. Tus qov nkag tau mus txog 10%. Tsuas yog kev lag luam hauv chaw ntaus pob loj hauv tsev ntawm txhua qhov kev tswj hwm tau ze li ntawm 50 lab yuan. Yog tias nws txuas ntxiv rau cov tsev kawm, cov koom haum hauv zej zog thiab ntiaj teb daim teb, cov lag luam loj yuav nce los ntawm kev txiav txim ntawm qhov ntau.
(5) Cov khw muag khoom
Kev qev nyob yuav tsom rau cov kev xav tau siab, feem ntau yog rau kev ua yeeb yam, ua yeeb yam loj, tsim qauv thiab lwm yam kev teeb tsa. Cov ntxaij vab tshaus LED tuaj yeem nthuav tawm cov teeb pom kev zoo dua thiab cov txuj ci ua yeeb yam rau theem, thiab coj cov hom kev pom tshiab zoo rau cov neeg tuaj saib. Cov ntawv sau ntawm cov duab suav qhia los ntawm LED hauv kev qhib kev ua yeeb yam ntawm xyoo 2008 Beijing Olympic Games tau dhau los ua qhov kev nco tseem ceeb. Nrog txoj kev loj hlob ntawm kev lag luam lom ze, qhov kev thov ntawm LED zaub nthuav dav zuj zus, thiab cov khw muag khoom teeb pom kev lag luam pib qhia kev kub ntxhov hauv xyoo 2016. Cov txheeb cais tau qhia tias xyoo 2017, lub lag luam LED theem thoob ntiaj teb tau mus txog 740 lab Asmeskas las, ib lub xyoos dhau ntawm 14%. Nws xav tias yuav tswj txoj kev loj hlob nyob hauv ob peb xyoos tom ntej no, thiab qhov kev ntsuas loj yuav tsum nce ntxiv txog 1 txhiab daus las Asmeskas thaum 2020.
Nrog rau kev txhim kho thev naus laus zis, kev ua yeeb yaj kiab hauv ntiaj teb, cov khoom pib, kev lag luam pib ua yeeb yam, thiab lwm yam hauv thaj chaw siab muaj qhov siab dua thiab ntau dua qhov xav tau rau cov duab ua tau zoo. 4K thiab 8K high-txhais cov ntxaij vab tshaus ntau zaus tshwm sim nyob rau hauv daim ntawv thov lub tsev qiv nyiaj siab kawg, thiab daim teb qiv yog feem ntau nrog rau cov kev xav tau ntawm tus kheej kev cai, LED cov tuam txhab zaub tuaj yeem muab tag nrho cov cuab yeej kho vajtse thiab cov tshuab tswj yuav tau txais. kev lag luam muaj zog dua kev lag luam hauv lub tshav pob.
Kev tshaj tawm, xinesmas, chav sib tham, thiab lwm yam yog thaj chaw tseem ceeb rau LED kom qhib kev lag luam coj mus muag khoom lag luam, thiab los ntawm kev lag luam tawm tswv yim, kev ua kis las thiab kev xauj tsev tseem ua rau thaj tsam ntawm cov kev lag luam zaub. Raws li kev suav yooj yim, hauv kev lag luam hauv tsev, kev ua lag luam loj ntawm tshav dav hlau dav dav cov ntxaij vab tshaus ib leeg tau mus txog 900 lab Yuan, thiab cov nplai ntawm cov ua yeeb yaj kiab thiab chav sib tham tau tshaj 10 billion yuan. Hais txog cov chaw ua kis las, cov nplai ntawm kev lag luam hauv tsev rau kev kho dua tshiab ntawm cov chaw ua si txhua qib tau mus txog 40 lab Yuan, thiab muaj ntau chav rau kev sib tw kis las ntiaj teb.
Tus me-suab LED tso saib thiab yav dhau los kev tshaj tawm kev lag luam nplai tau kwv yees raws li kaum tawm lab tus. Txawm hais tias qhov chaw lag luam ntawm kev lag luam tawm muag khoom yog nyob ntawm qhov kev txheeb xyuas cov kev xav nruab nrab sab saum toj, tsuas yog kev ua lag luam hauv tsev tuaj yeem ncav cuag kev lag luam ntawm kaum tawm ntawm cov lab. Cov chaw, hauv kev lag luam daim ntawv thov ib puag ncig sawv cev los ntawm cov chaw loj thauj mus los, chav sib tham, chav ua yeeb yaj kiab, chaw ntiav pw, thiab chaw ua si, thaj chaw ua yeeb yaj kiab me me LED twb tau hais meej cov rooj plaub thiab cov qauv lag luam, thiab kev nkag mus rau yav tom ntej thiab tuaj yeem xav tau. Thiab dab tsi peb tuaj yeem pom yog tias qhov kev sib tw ntawm cov roj teeb LED zaub hauv tebchaws tseem txhim kho. Nyob rau hauv lub neej yav tom ntej, xav txog kev nthuav dav ntawm cov lag luam xav tau thoob ntiaj teb, yuav muaj ntau chav rau kev loj hlob.
5. Ceev kev nthuav dav thiab teeb tsa qhov zoo hauv cov khw muag khoom txawv teb chaws
Xyoo 2018, tus nqi tawm ntawm LED cov lus nthuav tawm hauv Suav teb tau txog 57.6 billion yuan, ntawm cov txiaj ntsig tsim tawm ntawm kev sib txawv me me yog 8,5 billion yuan, suav txog 14.7%, thaum lub sijhawm sib txawv me me tseem tseem muaj kev loj hlob ntau dua 40%. Gaogong (Highgong LED) cia siab tias 2020 Cov txiaj ntsig tawm ntawm me-suab LED tau txog 17.7 billion yuan.
Lub voj voog thov txawv teb chaws rau me me-pitch LEDs lags tom qab kev lag luam hauv tebchaws rau 1-2 xyoos. Qhov laj thawj yog tias kev ua lag luam txawv teb chaws muaj kev xav tau ntau dua rau cov khoom lag luam ruaj khov thiab cov thev naus laus zis. Hauv cov theem pib ntawm kev tsim kho me me, kev pom zoo los txais lub lag luam txawv teb chaws tau qis dua li ntawm kev lag luam hauv tsev, thov kom kev loj hlob pib qeeb. Tom qab xyoo tas los ntawm txoj kev loj hlob, cov cuab yeej me me tau loj hlob tiav, thiab kev loj hlob ntawm kev thov txawv teb chaws tau nrawm dua. Raws li LEDinside qhov kev kwv yees, kev lag luam thoob ntiaj teb rau cov me-suab hluav taws xob LED yuav loj hlob ntawm tus nqi 75.0% hauv 2018, thiab lub lag luam thoob ntiaj teb yuav nce mus txog USD 1.14 billion. Muab piv nrog cov txiaj ntsig kev loj hlob, lub ntiaj teb me me suab hluav taws xob LED tau nce siab hauv xyoo 2018, thaum lub siab tshaj plaws ntawm kev lag luam hauv tsev loj hlob tau nyob rau xyoo 2017, uas tau txheeb xyuas lub sijhawm txawv ntawm kwv yees li ib xyoos.
Cov nplaim hluav taws xob me me hauv cov lag luam tawm txawv teb chaws yog thawj cov khoom siv hauv kev lag luam coj mus muag, thiab kev tshaj tawm, kev ua kis las thiab cov khw muag tsheb tau ua tus coj. Nyob rau hauv xyoo tas los, qhov kev thov rau lub tiaj me me LED cov tshuab tso rau hauv kev ua yeeb yam siab, kev coj noj coj ua, kev nthuav tawm tsheb, kev tsim qauv tsheb, kev tshaj tawm lag luam thiab lwm cov teb hauv kev ua lag luam txawv teb chaws tau loj hlob sai. Nyob rau tib lub sijhawm, qhov kev thov rau lub khw muag khoom khw muag khoom, cov khoom tsim pib, xov tooj cua thiab xov tooj cua tseem tau nce zuj zus. Kev thov rau neeg txawv teb chaws tuaj ntau dua los ntawm cov khoom lag luam siab, thiab thaj chaw uas muaj peev xwm txhim kho yav tom ntej kuj tseem nyob rau hauv cov ntawv tshaj tawm kev lag luam.
Tom qab xyoo ntawm txoj kev loj hlob, tuam txhab me me hluav taws xob LED lag luam tau dhau los ua kev sib tw thoob ntiaj teb. Leyard thiab Unilumin Technology tau dhau los ua peb lub tuam txhab loj hauv ntiaj teb cov khoom lag luam tawm me me. Qhov kev thov los ntawm kev ua lag luam txawv teb chaws, tshwj xeeb tshaj yog qhov kev thov rau kev lag luam siab ua lag luam, tseem xa mus rau cov tuam ntxhab thiab muab los ntawm cov tuam txhab LED cov lag luam zaub. Cov nyiaj tau txawv teb chaws ntawm cov tuam txhab loj tau nce xyoo los ntawm ib xyoos, uas nyob rau hauv ib sab qhia txog qhov kev lees paub ntawm cov khoom lag luam hauv kev ua lag luam txawv teb chaws, thiab ntawm qhov tod tes, kev txhim kho ntawm kev sib tw hauv ntiaj teb. Raws li kev thov txawv teb chaws rau cov khoom lag luam zoo nce los ntawm 2018, nws yuav txuas ntxiv ua kom muaj kev loj hlob nyob rau yav tom ntej. Txoj haujlwm ua lag luam ntawm cov tuam ntxhab txiav txim siab tias lawv yuav muaj chaw ntau ntxiv rau kev loj hlob txawv teb chaws.
(1) Mini LED npaj mus, Micro chaw tsis muaj qhov kawg
Mini LED tau tiav cov phiaj xwm me me tsim rau. Nyob rau tam sim no, Mini backlights yuav yog thawj qhov ua tiav kev lag luam loj uas siv tsav los ntawm cov tuam txhab davhlau ya nyob twg. Qhov nce ntawm txoj kev xa khoom yuav txo tus nqi ntawm Mini LEDs thiab pab Mini RGB ua tiav qhov ntau lawm. Tam sim no, tag nrho cov saw kev lag luam muaj tej yam kev mob rau thev naus laus zis, muaj peev xwm ntau lawm, thiab tawm los. Nws yuav ua tiav siab ntim hauv lub sijhawm luv luv, thiab Mini LED tau dhau los ua lub voj voog tshiab ntawm kev nthuav dav LED teeb. Micro LED yuav nkag mus rau thaj chaw ntawm cov neeg siv khoom siv hluav taws xob xws li xov tooj ntawm tes thiab cov cuab yeej hnav zoo yav tom ntej. Txoj kev ua lag luam yog qhov dav dua. Nws yog tseem nyob rau theem ntawm kev siv thev naus laus zis. Cov txheej txheem ntawm cov neeg tsim khoom siab yog ua kom nrawm tuaj txog ntawm Micro LED era.
a. Mini LED: huab hwm coj ntau lawm yog pom tau hais, kev loj hlob nkag mus rau kab kev ceev
Nrog kev nce qib ntawm kev tshawb fawb thev naus laus zis thiab kev loj hlob, LED chips tau hloov zuj zus mus rau qhov loj me me, thiab Mini LED thiab Micro LED tau yug los. Mini LED, raws li kev hloov theem ntawm txoj kev loj hlob ntawm me-suab mus rau Micro LED, tau txais txiaj ntsig qhov zoo ntawm seamless splicing, gamut xim dav, tsis tshua muaj zog noj thiab lub neej ntev ntawm cov tsoos me-suab LED, thaum tseem muaj kev tiv thaiv zoo dua thiab siab txhais dua. , Los ua cov tiam tom ntej thev naus laus zis ntawm LED zaub.
Daim ntawv thov loj ntawm Mini LED yog qhov tseem ceeb hauv ob txoj kev qhia, ib qho yog RGB cov zaub ncaj qha, siv Mini LED tuaj yeem ua tiav qhov loj me me thiab siab dua cov teeb pom kev daws teeb meem, lwm tus yog siv Mini LED los ua lub teeb ci rov qab rau TV, Lub koos pij tawj saib xyuas, lwm yam. Mini backlight cov khoom lag luam tau xa hauv cov khoom me me rau xyoo no, feem ntau tsom rau LED ntim cov tuam txhab tsim khoom thiab TV cov chaw tsim khoom. Piv nrog Mini RGB, cov neeg siv khoom lag luam tig xub pom kev teeb pom kev loj dua. Lub Rau Hli xyoo no, Apple WWDC nthuav tawm Pro Display XDR, 32-nti 6K zaub zoo ib yam li Mini backlight. Cov kev sim ntawm cov davhlau ya nyob twg hom tuam ntxhab yuav ua tau zoo tsav kev lag luam teeb tsa ua qauv, Mini backlight tau cia siab kom ua tiav qhov loj ntawm ntau lawm hauv lub sijhawm luv.
Mini RGB tau tsim nyob rau xyoo 2018, thiab cov lag luam muag dot suab tau mus txog 0.9 hli. P0.7 cov khoom lag luam tseem tau pib ua rau xyoo no. Los ntawm qhov pom ntawm lub sijhawm kawm, tom qab Mini backlight nkag mus rau kev tsim tawm ntau lawm, cov nplai nyhuv yuav paub qhov nqi tag nrho ntawm Mini LED Txo qis, yog li nce Mini RGB mus rau theem kev lag luam loj.
Los ntawm cov kev pom ntawm cov txheej txheem ntawm cov dej ntws, nruab nrab lub ntsej muag thiab cov nqes dej hauv cov chaw tsim khoom hauv kev lag luam, Mini LED tau ua tiav cov cuab yeej thev naus laus zis, muaj peev xwm, thiab cov txiaj ntsig tawm los, thiab yuav nkag mus sai ntawm txoj kab kev loj hlob, thiab yuav dhau los ua kev lag luam tshiab hiav txwv xiav. rau LED lus.
Hais txog kev ua lag luam loj, lub ntiaj teb thiab Suav Mini LED txoj kev loj hlob tseem nyob rau theem pib ntawm kev kub ceev thiab yuav tswj kev loj hlob. Raws li Gaogong LED qhov kev kwv yees, kev ntsuas ntawm kuv lub teb chaws Mini LED thov kev lag luam tsuas yog 300 lab yuan hauv xyoo 2018 thiab cia siab tias yuav ncav cuag 2.2 txhiab yuan nyob rau xyoo 2020.
b. Micro LED: Ua rau thev naus laus zis, taw tes rau thaj teb ntawm cov neeg siv khoom hluav taws xob
Piv nrog Mini LED, Micro LED muaj qhov me me ua kom nti me me thiab qhov chaw zas khaub ncaws loj. Nyob rau yav tom ntej, nws yuav nkag mus rau thaj teb ntawm cov ntawv me me xws li wearables, lub xov tooj ntawm tes, thiab khoos phis tawj, lossis ua lwm txoj hauv kev rau OLED zaub siv tshuab tam sim no. Txog tam sim no, lub ntiaj teb kev ua lag luam ntawm cov thev naus laus zis xws li Samsung thiab Sony tau qhia Micro LED cov khoom raws li cov khoom pov thawj. Raws li LEDinside cov kev kwv yees, kev ua lag luam ntawm Micro LED yuav pom tau ua ntej hauv TV TV, thiab tom qab ntawd nkag mus rau cov cuab yeej hnav, tso tawm, xov tooj ntawm tes, AR / VR, thiab lwm yam hauv kev lag luam ntawm cov neeg siv khoom siv hluav taws xob, qhov kev loj hlob yav tom ntej tau cia siab tshaj Mini LED.
Tam sim no, Micro LED tseem raug rau cov kev txwv xws li kev sib tw tej yam me me thiab kev hloov pauv loj, thiab tseem tsis tau ua tiav ntau lawm. Nws yog tseem nyob rau theem thev naus laus zis thev naus laus zis. Txawm li cas los xij, txij li xyoo no, cov neeg lag luam hauv domestic thiab txawv teb chaws tau siv cov kev teeb tsa sai ntawm Micro LED. Micro LED yuav dhau los ua lwm lub voj voog tshiab ntawm kev tsim cov zaub LED tom qab Mini LED, thiab los ntawm lub suab me me mus rau Mini mus rau Micro, cov txheej txheem ntawm lub voj voog tshiab los ntawm qhov tshwm sim los ua lub hauv paus tseem ceeb yog nrawm vim yog kev tsim thev naus laus zis.
6. Qhov kev lag luam LED lag luam siab yog qhov zoo rau kev nthuav dav
Txoj kev loj hlob ntawm cov hluav taws xob hauv kev lag luam LED cov khoom lag luam yog qhov loj dua, thiab kev ua lag luam siab yog qhov siab, thiab nws tau maj mam nce los ntawm sab saud mus rau sab saum toj. Nyob rau hauv qis tso cia saib cov khoom, qhov zoo ntawm kev ua lag luam tau ua ntau dua thiab pom tseeb. Kev lag luam feem ntawm siab xav tau yog tsom rau cov thawj coj. Kev koom tes ntawm tag nrho cov saw kev lag luam ua rau LED cov tuam ntxhab muaj kev sib tw thoob ntiaj teb. Nrog cov thev naus laus zis tshiab kev nthuav dav cov phiaj xwm, lawv yuav tuav kom tau nyiaj ntau dua yav tom ntej. Kev loj hlob npaum li cas.
(1) cov saw khoom hauv tsev siab zoo, thiab cov txiaj ntsig nplai yog ua kom pom tseeb
Cov LED kev lag luam saw tau muab faib ua cov ciaj sia sab saud, hauv nruab nrab ntim thiab daim ntawv thov qis. Tam sim no, kuv lub teb chaws LED kev lag luam lag luam no kuj tau nce zoo thoob ntiaj teb. Tag nrho cov kev lag luam muaj cov kev sib tw muaj zog thiab cov lag luam siab sib koom nrog thoob plaws ntiaj teb, thiab kev lag luam hauv tsev muaj qhov siab ntawm kev xav, uas tau nce ntxiv los ntawm cov dej hauv qab mus rau sab saum toj.
Raws li cov ntaub ntawv ntawm Gaogong LED, tag nrho cov txiaj ntsig tawm ntawm kuv lub teb chaws kev lag luam LED xyoo 2018 yog 728,7 billion yuan, nrog kev sib koom ua ke ntawm 24.4% hauv 10 xyoo dhau los. Nws yog kev lag luam siab hauv qhov tseeb ntawm kev loj hlob. Nyob rau hauv cov nqe lus ntawm cov zis muaj txiaj ntsig faib, qhov tseem ceeb ntawm kev lag luam LED saw los ntawm kev lag luam thov hauv kev lag luam qis qis. Xyoo 2018, LED tso npe thov tus nqi tso tawm rau 84.2%. Hauv 10 lub xyoo dhau los, cov txiaj ntsig tawm ntawm LED daim ntawv thov kev lag luam tau nce los ntawm 70% mus rau 84%, thiab cov kev lag luam sib koom siab tau tshaj qhov teev ntawm cov phiajcim thiab cov ntim nruab nrab.
Xyoo 2018, cov txiaj ntsig tawm ntawm kuv lub teb chaws LED cov kev lag luam qhia tau hais tias cov kauv sib tsoo tau suav txog 2.6%, kev ntim khoom yog 13,2%, thiab cov ntawv thov nqes tau ntau dua 80%. Xyoo 2018, kuv lub teb chaws LED cov ntawv thov tsim tawm yog 613.6 billion yuan, 10 npaug ntawm cov txiaj ntsig tawm ntawm 60 billion yuan nyob rau xyoo 2009, thiab CAGR nyob rau 10 xyoo dhau los yog 25.3%.
Txij li thaum xyoo 2009, lub xeev tau muab nyiaj pab ntau rau cov lag luam LED, uas ua rau muaj kev cia siab thiab ua rau cov nqi nti tsis tu ncua. Tom qab ob peb xyoos ntawm cov kev hloov kho hauv cov qauv kev sib tw, kev lag luam nti tawm kev lag luam tam sim no yog qhov muaj zog heev, nrog cov lag luam sib koom ua lag luam nyob hauv Sanan Optoelectronics thiab HC Semitek (9.430, 0.01, 0.11%) thiab lwm lub tuam txhab ua lag luam, xyoo 2018, kev lag luam LED chip kev lag luam CR3 ncav cuag 71%.
Los ntawm qhov kev pom ntawm cov khoom lag luam thoob ntiaj teb, Tuam Tshoj tus LED nti tawm tus nqi tam sim no kwv yees li ze li 40% ntawm lub lag luam thoob ntiaj teb.
Txoj kev lag luam ntim ntim nruab nrab kuj tseem tau dhau los ntawm tus qauv kev txhim kho, nrog txoj kev lag luam maj mam nce thiab qhov hloov ntawm lub ntiaj teb kev lag luam. Tam sim no, Tuam Tshoj cov tuam txhab ntim tau ntau dua 50% ntawm lub ntiaj teb cov txiaj ntsig tawm, nce mus txog 58.3% hauv 2017.
Cov qauv kev sib tw hauv kev lag luam hauv nroog tau tsim cov xwm txheej ntawm "ib qho super, muaj zog ntau". Los ntawm qhov kev pom ntawm kev lag luam hauv LED ntim cov tuam txhab lag luam nyob rau xyoo 2018, qhov zoo tshaj rau (6) lub tuam txhab LED ntim lag luam cov nyiaj tau los xyoo 2018 tag nrho ntau tshaj 1.5 billion yuan, ntawm uas Mulinsen yog qhov loj tshaj plaws, ze rau Twice thib ob loj tshaj plaws National Star Optoelectronics. Los ntawm qhov kev pom ntawm LED cov ntawv thov, raws li LEDinside cov txheeb cais, xyoo 2018, Tuam Tshoj cov zaub ntim khoom lag luam ntim LED yog cov khoom tso hauv thawj cov nyiaj tau, tom qab Mulinsen thiab Dongshan Precision (26.200, -0.97, -3.57%).
Cov qauv ntawm kev lag luam thov nqes qis yog qhov zoo ib yam ntawm cov dav dav ntawm kev lag luam LED, thiab kev loj hlob siab dua me ntsis ntawm kev lag luam tag nrho. Gaogong LED kwv yees tias txij xyoo 2017 txog 2020, CAGR ntawm LED kev siv hauv Suav teb loj yuav tsum txog 18.8%; los ntawm 2020, tus nqi tsim tawm ntawm LED kev nqes dej hauv tsev yuav ncav cuag 890 billion yuan.
Hauv xyoo 2018, cov ntxaij vab tshaus teeb txheeb tau 16% ntawm cov lag luam thov qis hauv tsev lag luam. Muaj mas yog 6 lub teb chaws ua zaub screen manufacturers. Leyard thiab Unilumin Technologies muaj cov lag luam loj thiab yog cov thawj coj hauv kev lag luam. Absen (10.730, 0.04, 0.37)%), Lianjian Optoelectronics (3.530, 0.03, 0.86%) (kev tiv thaiv cov cai), Alto Electronics, thiab Lehman Optoelectronics (8.700, -0.09, -1.02%) ua raws kev lag luam. Cov tuam txhab ua lag luam tseem muaj cov feem ntawm cov lag luam thoob ntiaj teb. Leyard thiab Unilumin Technologies tau dhau los ua peb lub tuam txhab loj tshaj plaws hauv ntiaj teb nrog cov tuam txhab sib tw me me.
Ntawm tag nrho, kev lag luam LED tau ntsib txheej txheem ntawm kev hloov cov peev xwm ntau lawm rau Tuam Tshoj cov av, thiab cov tuam txhab tsim khoom tam sim no suav nrog cov feem ntau ntawm cov lag luam thoob ntiaj teb. Nyob rau tib lub sijhawm, qhov kev cia siab ntawm kev lag luam hauv tsev tau maj mam nce ntxiv. Los ntawm daim ntawv thov mus rau kev tsim hluav taws xob, qhov ntau ntawm cov kev lag luam upstream, ntau dua kev lag luam ntawm cov tuam txhab ua lag luam nyob hauv ntau qhov txuas. Muaj txiaj ntsig los ntawm qhov zoo ntawm nplai, qhov xwm txheej ntawm cov tuam txhab ua lag luam tau muab suav ua ke nyob rau hauv kev txhim kho kev lag luam. Nyob rau hauv lub neej yav tom ntej, qhov zoo ntawm cov tuam txhab mainland yuav pom tseeb hauv kev lag luam hauv domestic thiab ntiaj teb.
(2) Cov neeg muaj peev xwm thoob ntiaj teb tau zoo dua tuaj, thiab cov kev cuam tshuam lub taub hau ntawm LED zaub tso saib tau sib sib zog nqus
Tam sim no, qhov kev sib tw thoob ntiaj teb ntawm domestic LED zaub tuam txhab yog maj mam zuj zus, thiab cov tuam txhab ua lag luam nrog lub lag luam nyob ruaj khov chaw tau tsim. Los ntawm cov tsoos zaub rau lub suab me me, qhov chaw loj hlob yav tom ntej los ntawm cov lag luam muag khoom lag luam siab xav tau. Raws li lub taub hau kom zoo dua, cov khoom lag luam yog nce mloog zoo ntawm cov tuam ntxhab. Kev lag luam LED kev lag luam yog paub tab thiab ntws los thiab nqes hav kom ua tiav kev sib txuas zoo, uas muab cov kev lag luam tshwj xeeb ib puag ncig rau cov chaw tsim khoom kom ua tiav cov thev naus laus zis thiab kev txhawb nqa ntau lawm. Yog li no, lub taub hau nyhuv ntawm lub vaj huam sib luag zaub yuav txuas ntxiv mus.
1. thev naus laus zis thev naus laus zis, kom cov khoom siv siab tshaj yog nyob ntawm tus thawj coj
Txawm hais tias qhov kev kub siab ntawm kev ua lag luam ntawm cov LED lag luam qis dua qis dua li ntawm cov dej ntws los thiab nruab nrab, nrog rau kev txhim kho thev naus laus zis, cov khoom siv yog nce siab rau cov tuam txhab taub hau. Kev ua lag luam sib koom ua ke ntawm 6 lub lag luam loj loj LED cov npe lag luam tau nce mus txog 30.2% xyoo 2017. Ntawm lawv, Leyard thiab Unilumin Technology muaj cov khoom lag luam tseem ceeb, nce mus txog 14.0% thiab 7.2% feem. Piv nrog cov tsoos LED tso tawm, cov thev naus laus zis thiab kev tawm tsam ntawm cov khoom lag luam me me yog qhov siab, tshwj xeeb tshaj yog nyob rau theem pib ntawm kev txhim kho, uas yog qhov chaw siab. Tsuas yog cov tuam txhab lag luam loj thiaj tuaj yeem tau txais cov khoom lag luam. Yog li ntawd, qhov kev lag luam siab yog qhov siab dua qhov ntawm cov tsoos LED tsoos. Tag nrho cov khoom lag luam ntawm cov tuam txhab loj tshaj 60%, thaum cov lag luam lag luam ntawm cov lag luam saum toj kawg nkaus 3 hauv khw muag zaub LED tag nrho tsuas yog 24,8% xyoo 2017. Ntawm lawv, cov saum toj kawg nkaus ob hauv tuam ntxhab ua lag luam me, Leyard thiab Unilumin, muaj ntau tshaj ib nrab ntawm kev ua lag luam sib faib hauv thawj peb lub hlis xyoo 2018, nce mus txog 58.1%.
Kev txiav txim los ntawm cov qauv tam sim no ntawm cov chaw tsim khoom hauv Mini LED, cov khoom lag luam yav tom ntej tseem yuav muaj nyob rau hauv lub taub hau tuam ntxhab, vim tias cov tuam txhab tsim khoom lag luam nrog cov khoom lag luam muaj lub thev naus laus zis thiab lub zog. Txoj kev loj hlob ntawm cov tsoos LED tso tawm mus rau cov suab me me yuav nkag los ntawm cov khoom lag luam rau cov khoom lag luam hauv cov suab me, thiab kev txhim kho ntawm lub suab me me mus rau Mini LED yuav txuas ntxiv, thiab kev ua lag luam siab yuav ntxiv ntxiv yav tom ntej.
2. Txhawb los ntawm kev lag luam saw, LED cov lus tau nthuav dav thoob ntiaj teb kev sib tw
Feem ntau ntawm cov tuam ntxhab thoob ntiaj teb uas muaj peev xwm tsim thiab muag cov suab hluav taws xob me me ntawm cov LEDs tau suav nyob hauv Suav teb. Leyard yog thawj theem hauv lub ntiaj teb me-suab LED ua lag luam sib qhia, Unilumin Technology cov khoom lag luam thoob ntiaj teb yog qhov peb tshaj plaws, thiab cov khoom lag luam hauv tsev yog thib ob rau Leyard. Los ntawm qhov pom ntawm kev txhawb nqa cov saw hlau, kev lag luam ntawm LED ntim cov txiaj ntsig tawm nyiaj ntau dua li ib nrab ntawm lub ntiaj teb tag nrho, thaum cov tuam txhab tsim hluav taws xob xws li Sanan Optoelectronics thiab HC Semitek muab cov xov tooj zoo ntau thiab cov txiaj ntsig sib tw kom ua tiav kev lag luam ntawm nplai rau domestic LED zaub manufacturers thiab txhim kho lub ntiaj teb kev sib tw muab kev txhawb nqa kev lag luam saw hlau.
Raws li LEDinside cov txheeb cais, Suav tau 48.8% ntawm lub ntiaj teb me-suab LED zaub lag luam hauv xyoo 2018, thiab Tuam Tshoj suav txog 80% ntawm tag nrho Asia. Cov tuam txhab muag zaub LED sab nrauv tsuas yog muaj cov tuam txhab Daktronics loj tsim ntau thiab muag cov khoom lag luam me me ntawm LED, tab sis tus nqi tau ntau dua li ntawm cov tuam txhab suav loj. Piv nrog rau cov tuam txhab txawv teb chaws, cov tuam txhab me me ntawm hluav taws xob LED tau pom tseeb ntau dua kev sib tw muaj txiaj ntsig zoo ntawm kev loj hlob thiab cov txiaj ntsig zoo.
Kev txiav txim siab los ntawm qeb duas ntawm cov tuam ntxhab hauv lub lag luam thoob ntiaj teb, LEDinside tau ua cov nyiaj tau los ntawm cov qeb yim zoo tshaj plaws LED cov tuam ntxhab. Tshwj tsis yog rau Daktronics qeb duas thib peb, sab saum toj yim lub tuam ntxhab hauv 2018 yog txhua tus tuam ntxhab hauv Suav teb, thiab cov tuam txhab saum toj kawg nkaus muaj 50,2% Ntawm kev ua lag luam, LEDinside kwv yees tias qhov feem pua no yuav nce ntxiv rau 53.4% nyob rau xyoo 2019. Xav tias tsuas yog me- pitch LED tso saib cov tuam ntxhab, nws ua tau raws li cov qauv hauv kev lag luam hauv cheeb tsam thiab muaj qhov siab zoo dua li LED cov chaw tsim khoom. TrendForce tsis ntev los no muab tawm 2019 thoob ntiaj teb me me-pitch LED zaub cov chaw tsim khoom cov nyiaj tau los qeb duas cov ntaub ntawv. Rau thawj lub tuam txhab tsim tau tag nrho Los ntawm Tuam Tshoj, Samsung Electronics yuav yog nyob rau qib xya, thiab peb qho tseem ceeb yuav suav rau 49.5%, thiab xya lub ntsiab lus tseem ceeb rau 66.4%. Nws tuaj yeem pom tias, tom qab xyoo ntawm txoj kev loj hlob, domestic LED zaub manufacturers tau teeb tsa lawv tus kheej hauv thawj echelon thoob ntiaj teb, tshwj xeeb tshaj yog lub zog ntawm lub suab me me yog qhov txaus los muab kev ua si rau lawv qhov zoo hauv kev ua lag luam zaub lag luam.
3. Cov peev xwm tsim khoom lag luam txuas ntxiv nthuav dav, muab ib lub hauv paus rau kev tsim kho yav tom ntej
Los ntawm qhov pom ntawm cov nyiaj tau los ntawm rau 6 lub tuam txhab ua cov khoom lag luam loj loj tsuas yog cov zaub LED, ua tsaug uas muaj cov hleb me tau dhau los ua qhov tseem ceeb hauv xyoo 2016, cov nyiaj tau los ntawm kev muag khoom rau 6 lub tuam txhab tau nce xyoo los ntawm xyoo, thiab qhov nce ntawm Leyard thiab Unilumin Technology yog qhov tseem ceeb tshaj plaws. Hais txog cov nyiaj tau los ntawm cov nyiaj tau los, qhov kev loj hlob ntawm cov tuam ntxhab tseem siab dua lwm cov tuam ntxhab. Ntawm lawv, Unilumin Technology ua tiav txoj kev ua lag luam sai sai nrog cov qauv faib khoom lag luam, nrog kev loj hlob siab tshaj plaws hauv 2017-2018. Cov neeg tsim khoom lag luam nrog cov lag luam tsis tseem ceeb tau dhau los ua hnub qub nyob rau thawj ib nrab ntawm lub xyoo no, thiab lawv cov nyiaj tau los ntau dua li ntawm cov tuam txhab taub hau, ua tiav ntau dua li 35%, ua tsaug rau lawv cov kev siv zog hauv cov suab piav qhia me me.
Thaum qhov kev thov rau lub suab me me tau nce sai heev, qhov nyiaj tau los ntawm kev lag luam LED zaub yog nrog los ntawm cov peev xwm nthuav dav. Xav txog kev khiav hauj lwm kev khwv nyiaj tau los thiab kev siv peev ntawm plaub lub LED teeb tawm xyoo 2016 mus rau thawj ib nrab ntawm 2019, cov nyiaj siv ua haujlwm tau sib koom ua ke tau nce siab ntawm ntau dua 20%, thiab tag nrho cov peev siv nyiaj txhua xyoo tseem nyob siab dua 450 lab. Tshwj tsis yog kev poob qis me ntsis hauv 2018, kev siv nyiaj txiag tau tswj hwm kev loj hlob. Tsav los ntawm cov lag luam coj mus muag zaub lag luam thiab Mini / Micro LEDs, lub xyoo ntawm xyoo kev loj hlob ntawm kev siv peev nyiaj rov qab los rau xyoo 2019.
Txij li xyoo 2019, cov tuam txhab tsim hluav taws xob zaub LED tau nthuav dav lub peev xwm Mini LED tsim tawm. Nws cia siab tias cov tshiab LED Mini ntxiv nyob rau hauv 2-3 xyoo tom ntej no yuav maj mam ncav cuag cov peev txheej tsim tawm, thiab cov teev ntau lawm ntawm cov tuam txhab loj yuav txuas ntxiv mus. Kev thov ntawm Mini LED yog kev cia siab, thiab nthuav dav ntawm kev muaj peev xwm ntau lawm yuav tso lub hauv paus rau cov tuam ntxhab kom ua tiav cov nyiaj tau los thiab kev sib koom ua lag luam nce ntxiv.
4. Kev nqis peev tawm tswv yim thiab cov phiaj xwm pom zoo
Lub zog tsav rau kev tsim hluav taws xob LED teeb pom kev los ntawm txoj kev loj hlob ntawm lub suab me me hauv kev ua lag luam cov zaub lag luam thiab qhov kev thov tshiab nthuav dav coj los ntawm cov ntim hnyav ntawm Mini LED. Nyob rau hauv lub sijhawm luv luv, qhov kev txhim kho nthuav dav ntawm txhua ntu ntawm cov lag luam coj zaub muaj zog. Nyob rau lub sij hawm nruab nrab, Mini LED ua tiav kev lag luam loj siv, thaum lub sij hawm ntev txhim kho nyob rau hauv kev paub tab Micro LED technology nkag mus rau cov neeg siv khoom hluav taws xob. Qhov siab ntawm kev lag luam saw tau nce thiab qhov ntsuas qhov zoo ntawm cov tuam ntxhab tau dhau los ua neeg nto moo. Nrog rau kev hloov ntawm kev thov hloov zuj zus mus rau qhov kawg, peb pom zoo kom cov tuam txhab ua lag luam hauv kev lag luam thiab cov uas muaj qhov zoo hauv cov khoom lag luam siab.
(1) Cov tswv yim kev nqis peev hauv kev lag luam
Ntawm tag nrho, qhov kev loj hlob ntawm sab kev xav tau yog qhov laj thawj tseem ceeb rau LED zaub kom nkag mus rau hauv lub voj voog nce. Txoj kev loj hlob ntawm kev lag luam ib txwm hloov kho nyob ib ncig ntawm kev thov hloov chaw, thiab qhov tshwm sim ntawm qhov sib txawv me me tau coj kev hloov pauv hloov pauv, paub tseeb tias LEDs txav ntawm sab nraum zoov mus rau sab hauv tsev. Nrog tus nqi txo, cov kws tshaj lij cov zaub nkag mus rau hauv cov chaw lag luam coj mus tso dav.
Nyob rau tam sim no, qhov kev thov rau kev sib txawv me me tseem nyob rau theem ntawm txoj kev loj hlob sai, thiab tus nqi sib piv hauv cov hauj lwm tshaj lij cov kws yog muaj ntau heev. Txoj kev loj hlob yav tom ntej yuav los ntawm lub sijhawm pib ntawm cov khoom lag luam pib thiab kev nkag mus rau cov tuam tsev tswj hwm hauv nroog thiab nroog rau cheeb tsam thiab nroog. Txoj kev lag luam tseem nyob rau hauv nws kiag. Nyob rau hauv lub neej yav tom ntej, kev lag luam siab xav tau hauv kev tshaj tawm kev lag luam, kev lag luam muag khoom, chaw ua yeeb yaj kiab, chav sib tham thiab lwm qhov chaw yuav ua rau muaj chaw lag luam ntawm 100 billion yuan. Nyob rau tib lub sijhawm, cov lag luam tawm me me-tawm txawv teb chaws tau nkag mus rau ib lub sijhawm ntawm kev loj hlob sai, thiab cov kev xav tau dav dav rau kev lag luam thoob ntiaj teb LED zaub ntau ntau. Nyob rau tib lub sijhawm thaum txhim kho lub suab me me, Mini LED tau ua tiav cov phiaj xwm loj me me, thiab yuav nkag mus rau hauv tsev chaw yav tom ntej. Kev tsim ntau ntawm Mini backlight yuav txhawb nqa tus nqi txo, thiab Mini RGB kuj tseem yuav nce hauv ntim. Kev lag luam coj zaub lag luam yog superimposed ntawm lub voj voog tshiab ntawm Mini / Micro LED. Txoj kev loj hlob ntawm LED zaub nyob rau lub sij hawm luv, nruab nrab thiab ntev yog sau luv luv raws li hauv qab no:
Nyob rau hauv qhov teeb meem ntawm cov khoom siv sab-sab, txoj kev lag luam hauv LED txoj kev lag luam tau loj hlob tiav lawm, lub ntiaj teb kev tsim tawm tau hloov mus rau Tuam Tshoj av, thiab qhov kev lag luam kev lag luam nyob hauv kev lag luam hauv zej zog tau maj mam nce los ntawm qhov dej ntws mus rau sab saud. Cov kev sib koom ua ke ntawm kev tsim muaj tshuab tau txuas ntxiv dag zog kom muaj kev sib tw hauv kev ua haujlwm ntawm cov khoom lag luam LED zaub. Nrog cov kev hloov tshiab ntxiv thiab kev tsim kho tshiab ntawm cov thev naus laus zis, cov khoom lag luam ntawm cov khoom lag luam siab yav tom ntej yuav muaj ntau dua thiab ntau dua rau hauv cov thawj coj hauv kev lag luam. Kev tso ua ke ntawm nplai zoo tuaj yeem ua rau cov tuam txhab ua tiav ua tiav kev lag luam ntxiv thaum nce siab thov. Ntawm qhov tod tes, cov peev txheej nthuav dav ntawm cov tuam ntxhab ua lag luam yuav txhawb txoj kev loj hlob ntawm cov nyiaj tau los. Yog li no, peb hais kom them sai sai mus ua tus coj zaub LED cov chaw tsim khoom thiab cov uas muaj qhov zoo hauv kev thov siab.
(2) Pom zoo kawm
Raws li kev tshawb xyuas ntau, peb feem ntau xav kom Unilumin Technology (300232), lub chaw tsim khoom coj zaub coj ua LED, thiab Alto Electronics (002587), cov chaw tsim khoom lag luam nrog qhov zoo hauv high-end zaub xav tau. Nws raug nquahu kom mob siab rau 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), thiab lwm yam.
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(Qhia tau qhov twg los: Huajin Securities)
Post lub sij hawm: Sep-02-2020