Tom qab tus nqi nce ib xyoos dhau los, tsuas yog thaum txhua tus xav tias kev ua lag luam yuav tsis hloov pauv ntau dhau tom qab hnub so, cov nqi ntawm cov khoom siv raw pib nce ntxiv!Qhov kev nce nqi ntawm tus nqi no zoo li cuam tshuam rau tag nrho kev lag luam.Tam sim no, tus nqi nce tau kis mus rau LED teeb pom kev lag luam, uas ua rau pom tseeb siab rau tag nrho LED teeb pom kev lag luam saw.
Sawv!Sawv!Sawv!
Kos npe, lub ntiaj teb ua lag luam teeb pom kev zoo, tau tshaj tawm lwm tsab ntawv nce nqi.Thaum Lub Ob Hlis 26, Signify (Tuam Tshoj) Investment Co., Ltd. tau tshaj tawm 2021 Philips cov khoom lag luam tus nqi hloov pauv daim ntawv ceeb toom rau cov chaw ua haujlwm hauv cheeb tsam thiab ntau tus neeg xa khoom thiab cov neeg siv kawg, nce nqi ntawm qee yam khoom los ntawm 5% -17%.
Raws li tsab ntawv ceeb toom, raws li thoob ntiaj teb tus kabmob tshiab kabmob kis mus ntxiv, txhua yam khoom lag luam loj hauv kev ncig tau ntsib tus nqi nce thiab cov khoom lag luam.Raws li kev tsim khoom tseem ceeb thiab cov khoom siv nyob, tus nqi ntawm cov khoom siv teeb pom kev zoo kuj tau cuam tshuam loj heev.Qhov tsis txaus ntawm cov khoom siv thiab kev xav tau thiab lwm yam laj thawj tau ua rau tus nqi nce ntawm ntau yam khoom siv raw xws li polycarbonate thiab alloy koom nrog hauv kev tsim cov khoom siv teeb pom kev zoo thiab kev nce nqi hauv kev thauj mus los thoob ntiaj teb.Lub superposition ntawm ntau yam no tau ua rau tus nqi ntau dua ntawm lub tuam txhab lub teeb pom kev zoo thiab cov khoom siv teeb pom kev zoo.Kev npam.
Yog li ntawd, lub tuam txhab tau txiav txim siab los kho cov nqi muag khoom ntawm cov teeb pom kev zoo hauv qab no thiab cov khoom siv teeb pom kev zoo ntawm lub Peb Hlis 5, 2021 rau kev siv.
Tsis tas li ntawd, "Daim Ntawv Ceeb Toom" kuj tau hais tias Philips Teeb pom kev zoo tau txiav txim siab kho cov nqi muag khoom ntawm qee cov khoom siv teeb pom kev zoo LED rau kev siv los ntawm lub Peb Hlis 16, 2021. Philips Lighting's LED teeb pom kev zoo cov khoom kab rau cov nqi hloov kho lub sij hawm no suav nrog 20 cov khoom hauv peb cov khoom lag luam. pawg, "LED teeb, LED teeb qhov chaw, LED fais fab mov thiab modules", nrog rau cov nqi nce ntawm 4% mus rau 7%.
Raw khoom nqi hikes tawm ntawm kev tswj
Tom qab rov pib ua haujlwm hauv Xyoo Ox, cov nqi ntawm cov khoom siv raw xws li tooj liab thiab txhuas tau nce txhua qhov chaw.Yuav ua li cas cov ntaub ntawv raw skyrocket?Raws li CCTV Financial Report: Tooj liab sawv los ntawm 38%, yas sawv los ntawm 35%, txhuas sawv los ntawm 37%, hlau sawv los ntawm 30%, iav sawv los ntawm 30%, zinc alloy sawv los ntawm 48%, stainless hlau sawv los ntawm 45%, thiab IC nce 45%.Txog li 100%.
Raws li tsab ntawv ceeb toom ntawm Auman Teeb pom kev zoo, tus nqi nce ntawm ntau yam khoom siv raw yog siab dua li xyoo 2020.
Tooj liab sawv los ntawm 20% Aluminium sawv los ntawm 15% -20% PVC sawv los ntawm 25% -30% Cov ntaub ntawv ntim tau sawv los ntawm 10% -15% Cov hlaws dai sawv los ntawm 10% -15% Cov khoom siv hluav taws xob sawv los ntawm 40% -50% Ntxiv rau , cov khoom siv saw tuam txhab lag luam kuj tau tshaj tawm cov nqi hloov pauv:
Silan Microelectronics Cov
Thaum Lub Ob Hlis 23, Silan Microelectronics tau tshaj tawm tsab ntawv hloov kho tus nqi hais tias: "Vim qhov nce nqi ntawm cov khoom siv raw thiab cov khoom siv thiab ntim khoom, tus nqi ntawm peb cov khoom muaj feem xyuam tau nce ntxiv.Txhawm rau kom ntseeg tau cov khoom lag luam thiab tswj kev sib raug zoo ntawm kev lag luam, lub tuam txhab Tom qab ua tib zoo kawm thiab kev txiav txim siab, txij lub Peb Hlis 1, 2021, peb lub tuam txhab yuav kho cov nqi ntawm qee cov khoom siv sib cais (tag nrho cov khoom MS, IGBT, SBD, FRD, fais fab tub raj, thiab lwm yam).Kev sib txuas lus."
TSEEM CEEB
Raws li Times Xov Xwm rau Lub Ob Hlis 22, LED ntim Hoobkas Everlight tau txais txiaj ntsig los ntawm kev thov muaj zog rau cov khoom lag luam optocoupler, thiab muaj peev xwm tsim tau luv luv.Tsis ntev los no, tus nqi tau nce 10-30%.Qhov pom kev ntawm kev txiav txim tau pom nyob rau lub Yim Hli, uas tau txais txiaj ntsig zoo rau xyoo no.Kev ua tau zoo tau loj hlob piv rau xyoo tas los.
Kev ntxhov siab: nce lossis nqis?
Yav dhau los, cov tuam txhab xws li Cooper Lighting Solutions, Maxlite, TCP, Acuity, QSSI, Hubbell thiab GE Tam sim no tau tshaj tawm cov nqi nce ntxiv.Vim qhov nce nqi ntawm raw cov ntaub ntawv xws li tooj liab, hlau, txhuas, thiab yas, raws li zoo raws li qhov poob ntawm lub davhlau ya nyob twg cov khoom muag thiab cov kev xav tau sov so, LED kev lag luam tau teeb tsa tus nqi nce txij li xyoo tas los. .Kos npe nce nqi dua, puas yog lwm lub npe hauv tsev ua raws li?
Ntau xyoo dhau los, vim cov nqi nce, nws cov nqi khoom tau nce 10%, thiab cov nqi khoom kuj nce 5% mus rau 8%.Raws li qhov tam sim no tus nqi ntawm raw khoom, lwm tus nqi nce yog yuav luag inevitable.Txawm li cas los xij, vim tam sim no cov khoom ntim loj thiab tus nqi qis, qhov xwm txheej ntawm kev ua tsov rog tsis tu ncua tau tsim!Tus nqi ntawm cov khoom siv raw tau nce siab, nrog rau cov nqi ntim khoom, nqi zog, thiab nqi thauj khoom.Txhua yam yog nce.Qhov tsuas yog qhov nyuaj kom nce yog tus nqi ntawm cov khoom!
Nag hmo, ntau tus neeg ua lag luam hu rau peb thiab hais tias: Kev nce siab ntawm cov khoom lag luam ntau tau ua rau muaj kev cuam tshuam loj rau kev tsim khoom lag luam.Lawv tsis kam txais kev txiav txim.Yog tias tus nqi ntawm cov khoom nce, cov neeg siv khoom yuav poob.Yog koj tsis sawv, koj yuav poob nyiaj.Raws li txhua yam nce mus, cov khoom koj muag yuav nce siab., Qhov no yuav ua rau muaj kev chaos.
Yog tias koj tab tom nrhiav lwm txoj hauv kev pheej yig dua, qhov no yuav ua rau qhov tsis zoo thiab tsis zoo.Ua ke nrog kev txhim kho ntawm cov xwm txheej sib kis, qee qhov kev txiav txim yuav raug xa mus rau lwm lub tebchaws, uas yuav ua rau lub tuam txhab tsim khoom tsis zoo.Thaum cov neeg siv khoom ploj lawm, qhov no txhais tau tias kev lag luam poob, thiab koj tsis xav kom cov neeg siv khoom poob., Tsuas muaj qhov nce me me xwb, tab sis cov nyiaj tau los ua me me thiab me dua.Thaum muaj teeb meem zoo, nws yuav poob nyiaj.
Nyob rau hauv cov ntaub ntawv no, cov tuam txhab tsim khoom tau raug yuam kom muaj teeb meem."Raug lossis tsis?"yog qhov teeb meem nyuaj tshaj plaws uas kuaj cov lag luam.Ntawm qhov tod tes, qhov nce hauv cov khoom siv raw thiab nce cov nqi tsim khoom ntawm cov lag luam, ntawm qhov tod tes, nws yog qhov nyuaj rau lub lag luam davhlau ya nyob twg los nqus cov nqi kev lag luam los ntawm kev lag luam.
Nyob rau hauv cov ntsiab lus ntawm kev nce nqi ntawm txhua yam, koj lub tuam txhab puas xaiv kom nce nqi lossis kom muaj sia nyob?
Kev xav tau coj los ntawm tus nqi nce
Tus nqi nce siab yuav tsis yog qhov lus teb zoo los ntawm kev ua lag luam, thiab kev hloov pauv kev lag luam yuav nce ntxiv.
Lub peev xwm los tswj (sab nraud) kev lag luam ib puag ncig thiab kev hloov pauv ntawm cov neeg siv khoom xav tau yog qhov kawg ntawm kev ua kom zoo dua qub thiab kho dua tshiab ntawm (sab hauv) cov khoom, txheej txheem, thiab cov kev pabcuam.Ntxiv rau qhov tsim nyog tus nqi nce, qhov kev sib tw ntawm cov cua daj cua dub no tseem yuav txhawb nqa ntau lub tuam txhab kom txo cov nqi thiab ua kom muaj txiaj ntsig thiab ua kom cov txiaj ntsig los ntawm lwm txoj kev.Piv txwv li: ntawm ib sab, optimize cov txheej txheem tsim, txo qhov nyuaj thiab txo tus nqi ntawm kev tsim khoom;ntawm qhov tod tes, xaiv cov neeg muag khoom thiab xaiv cov khoom lag luam nrog cov khoom zoo, tus nqi zoo thiab kev pabcuam zoo los koom tes kom txo qis kev pheej hmoo.
Ntxiv nrog rau qhov muaj nuj nqis xws li cov khoom siv raw, uas cuam tshuam los ntawm tus nqi, kev pabcuam thiab kev ua haujlwm zoo kuj yog qhov tseem ceeb txuas uas cuam tshuam rau tus nqi.Cov cib fim uas tau tsav los ntawm cov khoom lag luam nce, nws raug pom zoo kom tuav: ① nqi-kev ua tau zoo elasticity;② kev lag luam kev sib tw txoj haujlwm;③ cov nqi thiab cov peev txheej zoo Tos rau ob peb kab tseem ceeb.
Cov nqi ntawm cov khoom siv raw tau nce siab thiab siab dua, cov nqi zog thiab kev thauj mus los tseem nce ntxiv, thiab cov nqi siab nce ntxiv ... 2021 tsis zoo li yuav zoo dua rau cov tuam txhab tshuaj ntsuam LED, tshwj xeeb tshaj yog cov uas siv cov nqi qis raws li lawv qhov kev sib tw kom zoo dua.Cov hom me me, pom lub davhlau ya nyob twg ua lag luam maj mam txhim kho, qhov kev txiav txim ntim tau pib nce, tab sis cov khoom siv raw tsis muaj, cov khoom muag tsis txaus, thiab tsis muaj txoj hauv kev kom muaj sia nyob.Raws li kev txheeb xyuas los ntawm cov neeg sab hauv kev lag luam: "Los ntawm qhov kev hloov pauv ntawm 'tus nqi nce', lwm nthwv dej ntawm LED cov tuam txhab lag luam uas muaj peev xwm tiv thaiv tsis zoo yuav poob! Thiab cov tuam txhab ua lag luam tseem yuav txeeb lub sijhawm los tuav ntau qhov kev lag luam ..."
Order decisively thiab npaj khoom tsim nyog!Raws li peb txhua tus paub, ua ntej thiab tom qab Xyoo Tshiab, LED zaub kev lag luam tau ua lub sijhawm zoo rau kev muag khoom thiab kev tsim khoom.Ntau lub tuam txhab LED zaub xav txeeb lub caij nyoog siab tshaj plaws thiab tau txais nyiaj ntau.Txawm li cas los xij, yog tias muaj cov khoom lag luam tsis txaus ib xyoos dhau los, thiab tam sim no ntsib nrog kev lag luam ntau lawm (rau cov laj thawj xws li cov khoom siv tsis tu ncua), koj tuaj yeem saib xyuas lub tsev khaws khoom khoob thiab saib cov lus txiav txim ploj mus!Yog li ntawd, kuv xav ceeb toom rau cov distributors hais tias nyob rau hauv tshwj xeeb lub sij hawm, kev txiav txim yuav tsum tau txiav txim siab, thiab ntawm chav kawm, lawv yuav tsum tau tsim nyog stocked raws li lawv tus kheej thiab kev ua lag luam tej yam kev mob los txo cov kev pheej hmoo ntawm kev khiav hauj lwm.
Tus nqi nce yog qhov pib xwb!Ntau qhov tshwm sim qhia tau hais tias tam sim no nthwv dej ntawm tus nqi nce hauv cov khoom siv raw yog qhov pib xwb, thiab cov nqi nce ntxiv yuav ua rau muaj kev cuam tshuam cov nqi hauv txhua qhov chaw ntawm lub neej.Ntxiv nrog rau kev lag luam LED zaub, cov khoom siv hauv tsev, smelting thiab lwm yam kev lag luam tab tom ntsib teeb meem xws li kev tsis txaus ntawm cov khoom siv raw, kev tiv thaiv ib puag ncig thiab kev muaj peev xwm txo qis, ib puag ncig kev lag luam txawv teb chaws nyuaj, thiab cov khoom tsis zoo, uas tuaj yeem ua rau muaj kev cuam tshuam ntawm kev kaw. ntawm ib tug loj tus naj npawb ntawm cov lag luam me thiab nruab nrab.
Sawv los tsis?Nyuaj ntawm ob qhov kawg!Cov txiaj ntsig ntawm kev lag luam tau txais kev sib tw thiab thinner, thiab tus nqi ntawm cov khoom siv davhlau ya nyob twg "nce lossis tsis" yog qhov teeb meem nyuaj tshaj plaws rau cov tuam txhab tshuaj ntsuam LED.Sawv, kuv ntshai tias cov neeg muas zaub uas nrhiav nyuaj nrhiav yuav ploj.Nyob rau hauv lub ntsej muag ntawm kev nce nqi ntawm cov khoom siv raw, kev ua haujlwm, cov nqi ua haujlwm thiab lwm yam, rau ntau lub tuam txhab LED zaub thiab cov neeg xa khoom, yuav ua li cas thiaj li tsim tau cov txiaj ntsig nruab nrab?
Nyob rau tib lub sijhawm, cov tuam txhab tshuaj ntsuam thawj coj los ntawm Qianli Jucai tau tshaj tawm "nqi txo nqi nce qib" ceeb toom.Los ntawm qhov no, nws yog qhov tseeb tias Tuam Tshoj txoj kev lag luam LED zaub tom qab lub Peb Hlis yuav ntsib cov teeb meem kev lag luam thiab cov tub lag luam nyob rau theem ua haujlwm.Muaj ob lub ntsiab lus tseem ceeb: Ua ntej, tus nqi ntawm cov khoom siv hluav taws xob txuas ntxiv nce ntxiv, thiab qhov tshwm sim tus nqi nce yuav qhia txog qhov sib txawv ntawm cov nqi nce;Qhov thib ob, qhov kev sib tw tshiab ntawm txoj hauj lwm kev sib tw coj los ntawm cov tuam txhab tshuaj ntsuam tseem tab tom pib, cov tuam txhab tshuaj ntsuam me thiab nruab nrab thiab cov neeg xa khoom yuav tsum teb li cas?
Tau kawg, nyob rau hauv kev kub ntxhov, pib ntawm 2021 tseem yuav muaj ntau yam zoo.5G \ 8K daim ntawv thov yuav nrawm, kev lag luam ultra-siab-txhais yees duab yog tab tom yuav tawm, thiab Mini / Micro LED yuav nce ntxiv.Nyob rau tib lub sijhawm, kev hloov pauv kev lag luam thiab kev hloov kho tau nrawm dua, thiab ntau thiab ntau lub tuam txhab LED npo tau txais cov khoom hloov kho.Cov qauv tsim, kev lag luam zoo, txhawb kev loj hlob ntawm cov nplai mus rau qhov ntsuas thiab qhov zoo;nyob rau hauv dav dav, nyob rau hauv cov txheej txheem ntawm kev khiav hauj lwm thiab kev sib tw nyob rau hauv thawj-kab kev ua lag luam, LED zaub manufacturers thiab distributors, seb nws yog ib tug nce nyob rau hauv cov nqe lus ntawm mov los yog txo nqi, yog tseem zoo tib yam.Nws tsuas yog txhais tau tias tsis yog qhov kawg.Hauv cov neeg siv khoom tshiab, cov neeg siv khoom zoo dua, tsom mus rau cov kev xav tau, thiab tshawb nrhiav ntau hom kev lag luam thiab cov tswv yim sib txawv yog cov ntsiab lus tseem ceeb.
Yog li ntawd, nyob rau hauv lub ntsej muag ntawm ib tug tshiab puag ncig ntawm raw khoom nqi nce, LED zaub manufacturers thiab distributors muaj peev xwm dhia tawm ntawm lub qub nyuaj "nce los yog tsis", tsom mus rau thawj kab kev lag luam thiab mainstream cov neeg siv kom sai li sai tau, thiab tshawb nrhiav ntau txoj kev sib tw ua lag luam thiab cov ntsiab lus.
Thaum pib ntawm 2021, qhov uas txhua tus neeg hauv kev lag luam tsis tau xav txog yog tias tus nqi ntawm cov khoom siv raw tau nce sai dua qhov kub thiab txias.Tsis ntev los no, vim qhov "supply shortage" yam, cov nqi ntawm raw cov ntaub ntawv xws li tooj liab, hlau, txhuas, thiab yas tau nce mus ntxiv;vim muaj kev sib koom ua ke ntawm cov chaw tsim khoom loj thoob ntiaj teb, cov khoom siv tshuaj lom neeg tau nce siab yuav luag thoob plaws lub rooj tsavxwm... cuam tshuam rau txhua qhov chaw ntawm lub neej, suav nrog cov khoom coj ua.
Ib tus nqi ib hnub rau cov khoom siv raw!Nws tsis yog tias ib qeb yog nce, tab sis feem ntau pawg yog nce;nws tsis yog nce ntawm 3 lossis 5 ntsiab lus, tab sis nce ntawm 10% lossis 20%.
Nag hmo qhov kev thov tau tas sijhawm!Thov nug ua ntej muab qhov kev txiav txim!
Raws li cov ntaub ntawv txheeb xyuas cov chaw haujlwm, txij li lub Rau Hli xyoo tas los, cov khoom muag hauv tsev tau nce ntxiv.Raws li CCTV Nyiaj Txiag Qhia: tooj liab sawv los ntawm 38%, ntawv sawv los ntawm 50%, yas sawv los ntawm 35%, txhuas sawv los ntawm 37%, hlau sawv los ntawm 30%, iav sawv los ntawm 30%, zinc alloy sawv los ntawm 48%, thiab stainless hlau sawv los ntawm 48%.Soaring 45%, IC nce 100%.Nkag mus rau qhov kawg ntawm Lub Ob Hlis, raws li ntau lub zog txuas ntxiv nce lawv qhov hnyav, qhov sib txawv ntawm tus nqi nce yog nce zuj zus.
Thaum kawg ntawm lub Ob Hlis xyoo no, piv nrog ua ntej lub caij nplooj ntoos hlav Festival, tus nqi ntawm tooj liab tau nce los ntawm 38%, alloy los ntawm 48%, aluminium nqi los ntawm 37%, hlau ore los ntawm 30%, stainless hlau los ntawm 45%, thiab iav. los ntawm 30%.%, cartons tau nce los ntawm 20%, ua npuas ncauj ntim tau nce los ntawm 15%, thiab cov yas tau nce los ntawm 35% ... Ntau lub tuam txhab tau tshaj tawm tias txij li thaum pib ntawm lub xyoo, tag nrho cov xwm txheej ntawm cov khoom siv raw xws li plastics. , textile cov ntaub ntawv, tooj liab, lub zog, cov khoom siv hluav taws xob, cov ntawv lag luam, thiab lwm yam. Tus nqi vwm hikes tau cuam tshuam tag nrho cov phiaj xwm tsim khoom ntawm lub davhlau ya nyob twg, thiab ntau cov kab ntau lawm raug yuam kom nias lub pob nres.Vaj Huam Sib Luag Ob peb hnub dhau los, ntau lub koom haum tshawb fawb tau tshaj tawm cov lus qhia luv luv ntawm cov qauv ntawm vaj huam sib luag tus nqi nce, thiab nws xav tias qhov xwm txheej ceev ceev hauv lub ntiaj teb vaj huam sib luag lag luam yuav txuas ntxiv mus rau lub quarter thib ob.Kev muab khoom txuas ntxiv nruj, thawb tus nqi lub tswv yim ntawm lub taub hau vaj huam sib luag cov tuam txhab ua kom nruj, thiab cov nqi ntawm cov khoom lag luam loj yuav tswj tau qhov nce loj txij Lub Ob Hlis mus txog Lub Peb Hlis.
LED zaub screen, raws li ib qho ntawm ntau yam khoom siv hluav taws xob, kuj tseem muaj kev cuam tshuam rau xyoo tas los "tus nqi nce".Thaum Lub Kaum Hli xyoo tas los, tus nqi ntawm RGB ntim khoom, LED zaub tsav tsheb ICs, PCB boards, thiab txawm tias steel, yas, kua nplaum thiab lwm yam khoom siv raw khoom txuas ntxiv mus.Txog li 10%, qhov no muaj qhov txawv txav ntawm cov khoom lag luam LED.
Xyoo tas los, cov neeg nyob hauv LED zaub kev lag luam tau kwv yees, hais tias qhov nthwv dej ntawm "tus nqi nce" hauv 2020 yuav tsis yooj yim ploj mus, thiab yuav txuas ntxiv mus rau xyoo 2021. Tam sim no, thaum pib ntawm lub xyoo tshiab, tus nqi vwm nce ntawm raw khoom. cov ntaub ntawv xws li tooj liab, hlau, txhuas, thiab yas tau lees paub xyoo tas los kev kwv yees, lossis nws yuav txuas ntxiv mus txog rau nruab nrab xyoo no.
Tom qab rov pib ua haujlwm hauv Xyoo Ox, tus nqi ntawm LED cov khoom siv raw khoom tau nce siab los ntawm ntau dua 30% xyoo-rau-xyoo, thiab ntau lub tuam txhab LED zaub tau ntsib tus nqi hnyav.Ntawm qhov tod tes, nrog kev txhim kho ntawm kev ua lag luam txawv teb chaws, qee cov neeg sab hauv kwv yees tias lub Peb Hlis no yuav tsum coj mus rau kev hloov pauv txawv teb chaws.Nyob rau tib lub sijhawm, raws li kev ua lag luam rau cov khoom lag luam ultra-high-txhais LEDs xws li Micro / Mini LEDs tau nce hauv ntim, ntau lub npe LED zaub tau maj mam pib nce cov khoom hwm, uas tau teeb tsa kev nce qib ntawm cov khoom hloov khoom dua tshiab hauv cov khoom lag luam. kev lag luam.Dab tsi yog qhov sib txawv ntawm Tuam Tshoj LED zaub kev lag luam xyoo no?Cia peb saib.
Post lub sij hawm: Sep-15-2021