Lub cib fim thiab cov teeb meem ntawm lub ntiaj teb LED zaub lag luam hauv 2022
Hauv 2021, kev lag luam xav tauLED zaubyuav loj hlob loj, nrog rau lub ntiaj teb no scale mus txog US $ 6.8 billion, ib xyoo-rau-xyoo nce ntau tshaj 23%.Nws yog tsim nyog sau cia tias nrog kev nthuav dav ntawm kev thov hauv tsev, ze li 40% ntawm lub ntiaj teb cov ntxaij vab tshaus yog nyob hauv Suav teb.Kev lag luam channel tau txuas ntxiv ua lag luam xav tau, ua rau nws txoj kev muag khoom tseem ceeb los hloov kev lag luam engineering.Hauv ob xyoos dhau los, kev muag khoom ntawm channel LED cov lus tau nce ntau.Tom qab tsim cov qauv channel, lub hwj chim ntawm lub hom tau ua qhov tseem ceeb.Cov tuam txhab ua lag luam xws li Leyard thiab Unilumin tuaj yeem ua kom zoo dua ntawm lawv cov hom lag luam los nthuav lawv cov kev lag luam.Hauv cov ntsiab lus no, kev lag luam concentration tau nce ntxiv, thiab kev lag luam feem ntawm kaum lub tuam txhab lag luam yuav nce mus rau 71% hauv 2021, thiab nws xav tias yuav loj hlob ntxiv rau xyoo no.
Tam sim no, muaj ntau thiab ntau manufacturers nyob rau hauv cov zaub ncaj qha teb, xws li Nationstar, Kaixun, Zhongjing, Zhaochi thiab lwm yam tshiab manufacturers.Yav dhau los, Sanan, Huacan, Epistar, Ganzhao thiab Silan Micro yog cov chaw tsim khoom loj.Cov channel LED zaub nti ua lag luam tseem phem dua.Vim nws cov kev cai tshwj xeeb tsis tshua muaj thiab cov kev txwv tsis pub nkag, kev lag luam kev sib tw yuav tsum maj mam nce.
Hauv kev ntim khoom, hauv xyoo 2021, feem ntau yog tsav los ntawm tsheb LEDs, teeb pom kev zoo thiab LED zaub, lub lag luam thoob ntiaj teb LED ntim khoom lag luam yuav ncav cuag US $ 17.65 billion, ib xyoos ib zaug nce ntawm 15.4%.Ntawm lawv, LED zaub ntim kev lag luam loj yog kwv yees li 1.7 billion US las, suav txog 10% ntawm tag nrho cov ntim khoom.Los ntawm 2020 txog 2021, tom qab muaj kev sib txhuam ntawm Sino-US kev lag luam, kev lag luam concentration yuav raug txhim kho ntxiv, thiab kev lag luam concentration ntawm 10 tuam txhab lag luam saum toj kawg nkaus yuav nce 10% mus rau 84%.Nyob rau hauv lub neej yav tom ntej, nrog rau kev nthuav dav ntawm cov peev txheej ntau lawm, cov kev lag luam concentration yuav raug txhim kho ntxiv.Cov neeg tsim khoom xws li National Star thiab Jingtai tsis ntev los no tau nthuav dav lawv lub peev xwm ntau lawm.
Tsav los ntawm qhov kev thov davhlau ya nyob twg, qhov kev thov rau cov khoom siv hluav taws xob ntawm cov khoom siv LED tau nce xyoo-rau-xyoo.Hauv daim teb nti, kev lag luam loj ntawm LED chips yuav dhia mus rau US $ 3.6 nphom hauv xyoo 2021, thiab qhov tsis tshua muaj 45% kev loj hlob feem ntau yog vim kev loj hlob ntawm teeb pom kev zoo, tsheb LEDs, cov lus qhia thiab lwm yam.Ntawm lawv, LED zaub nti kev lag luam loj yog ze rau 700 lab US las, nce ze li ntawm 60% xyoo-rau-xyoo.Txawm hais tias kev xa khoom ntawm Mini LED zaub chips qis dua qhov xav tau, lawv lub zog loj hlob zoo.Raws li kev txheeb cais ntawm TrendForce, tag nrho cov khoom xa tuaj ntawm 4-nti Mini LED zaub epitaxial wafers yuav nce ze li 50% hauv 2021 raws li cov nti sab.MiniLED chips tsis tsuas yog siv nyob rau hauv kev ua lag luam hauv qab P1.0, tab sis kuj nyob rau hauv high-end kev ua lag luam ntawm P1.2 thiab txawmP1.5.
Lub concentration ntawm LED zaub nti kev lag luam tseem nce ntxiv, thiab kev lag luam feem ntawm tsib lub tuam txhab ua lag luam nyob rau xyoo 2021 yuav ncav cuag ntau dua 90%.Nrog rau kev loj hlob sai ntawm cov zaub nti ua lag luam nyob rau hauv xyoo tas los no, tus naj npawb ntawm cov neeg tsim khoom nkag mus rau hauv daim teb no tau maj mam nce, thiab kev sib tw ua lag luam tau nce ntxiv.
Nrog rau kev nruam ntej ntawm thev naus laus zis, daim ntawv thov me me teb tau maj mam nthuav dav, thiab ntau lub tuam txhab tau nyiam nkag mus rau thaj chaw ntawm LED zaub.Thaum MiniLED tso saib thev naus laus zis tau tshwm sim, cov tuam txhab tshiab xws li Zhongqi thiab Lijingwei kuj tau nkag mus rau hauv ntim ntim.Tsis tas li ntawd xwb, LED zaub manufacturers los ntawm downstream kuj tau nthuav mus rau hauv lub ntim teb.Nyob rau hauv lub neej yav tom ntej, tom qab zus tau tej covMini / Micro LED, tus qauv qub nyob rau hauv lub thawv ntim tej zaum yuav tawg, thiab kev lag luam concentration kuj yuav diluted los ntawm cov neeg tuaj tshiab.
Hauv thaj tsam ntawm LED zaub tsav tsheb ICs, ob qho tib si ntim thiab tus nqi tau nce.Xyoo 2021, LED zaub tsav tsheb IC kev ua lag luam yuav tshaj US $ 700 lab, ib xyoos ib zaug nce ntawm ze li ntawm 1.2 npaug, feem ntau yog vim muaj kev nce nqi hauv kev xa khoom hauv 2021, uas yuav ua rau tus nqi nce, thiab IC cov tuam txhab tseem yuav dhau los ua ib qho kub tsaus nees hauv 2021 Tshuag lag luam.Tam sim no, tsav tsheb IC tseem yog kev lag luam muaj zog heev, nrog rau tsib lub tuam txhab ua lag luam suav txog li 89% ntawm kev ua lag luam.
Lub sij hawm xa tuaj: Plaub Hlis-01-2022