Chidule:M'tsogolomu, msika wogwiritsa ntchito womwe ukutuluka waMawonekedwe a LED, Kuwonjezera pa malo ochitira misonkhano ndi misika ya mafilimu ndi kanema wawayilesi, imaphatikizaponso misika monga zipinda zoyang'anira, ziwonetsero zazing'ono zakunja zakunja, ndi zina zotero.Komabe, palinso zovuta.Kuchepetsa mtengo komanso kutsika kwamitengo kumayenderana ndikulimbikitsana.
Mu 2020, chifukwa cha zovuta za COVID-19, kufunikira kwa msika wapadziko lonse wa LED kwatsika kwambiri, makamaka m'misika yakunja monga Europe ndi United States.Zochitika zamalonda ndi masewera zatsika kwambiri, zomwe zidzakhudza kufunikira kwa ma LED.Mainland China ndiye wamkulu padziko lonse lapansiChiwonetsero cha LEDkupanga, komanso kumaphatikizanso pakati ndi kumtunda kwa chip, kulongedza ndi mafakitale othandizira.Kutsika kwadzidzidzi kwa kufunikira kwamayiko akunja kwakhudza maulalo osiyanasiyana amakampani apanyumba pamlingo wosiyanasiyana.
M'munda wa zinthu zomalizidwa zowonetsera, kufunikira kwa msika kudagwa mu theka loyamba la chaka.Kuyambira kumapeto kwa 3Q20, kufunikira kwa msika waku China kwachira pang'onopang'ono.Kwa chaka chonse, malinga ndi ziwerengero zoyambilira za TrendForce, kukula kwa msika wapadziko lonse lapansi mu 2020 ndi madola 5.47 biliyoni aku US, kutsika ndi 14% pachaka.Pankhani ya ndende yamakampani, gawo lamsika la opanga akuluakulu asanu ndi atatu pofika 2020 lidzakweranso, kufika 56%.Makamaka pamsika wamakanema, ndalama zamakampani otsogola zikupitilira kukula.
Malinga ndi katalikirana, kuchuluka kwa malo ang'onoang'ono ndi zinthu zotalikirana bwino kwachulukirachulukira, ndi gawo lonse la 50%.Pakati pazinthu zazing'ono, potengera mtengo wake, P1.2-P1.6 ili ndi gawo lalikulu kwambiri lamtengo wapatali, loposa 40%, lotsatiridwa ndi P1.7-P2.0.Tikuyembekezera 2021, kufunikira kwa msika waku China kukuyembekezeka kupitilizabe kulimba kwa 4Q20.Ngakhale vuto la mliri pamsika wapadziko lonse lapansi likupitilirabe, boma litenganso njira zofananira.Zotsatira pazachuma zidzakhala zochepa kuposa chaka chatha.Kufuna kukuyembekezeka kuchira.Msika wowonetsera wa LED ukuyembekezeka kufika madola 6.13 biliyoni aku US, kuwonjezeka kwa chaka ndi 12%.
Pankhani ya ma driver ICs, msika wapadziko lonse lapansi udzafika madola 320 miliyoni aku US mu 2020, chiwonjezeko cha 6% chaka ndi chaka, kuwonetsa kukula kwazomwe zikuchitika.Pali zifukwa zazikulu ziwiri.Kumbali imodzi, pamene chigamulocho chikuwonjezeka, chiwonetsero chachikulu chowonetserako chikupitirizabe kuchepa, zomwe zimalimbikitsa kuwonjezeka kosalekeza kwa kufunikira kwa ICs oyendetsa galimoto;Kumbali inayi, mphamvu yopangira zowotcha 8-inchi ndizosowa, ndipo nsalu ndizosavuta.Zogulitsa zamagetsi zomwe zili ndi phindu lalikulu lopeza phindu zapangitsa kuti ma driver a IC achuluke kwambiri, zomwe zidapangitsa kuti mitengo ya zinthu zina zoyendetsa IC zichuluke.
Driver IC ndi bizinesi yokhazikika kwambiri, ndipo opanga asanu apamwamba ali ndi gawo limodzi la msika lopitilira 90%.Tikuyembekezera 2021, ngakhale mphamvu yopangira nsalu zopyapyala za 8-inchi zakulitsidwa, kufunikira kwa msika kwa zida zamagetsi monga mafoni am'manja a 5G ndi magalimoto akadali amphamvu.Kuphatikiza apo, kufunikira kwa ma IC oyendetsa magulu akulu kulinso kolimba.Choncho, kuchepa kwa dalaivala IC kupanga mphamvu akadali kovuta kuchepetsa , mitengo ya IC ikupitiriza kukwera, ndipo kukula kwa msika ukuyembekezeredwa kukula mpaka 360 miliyoni madola US, kuwonjezeka kwa 13%.
Kuyembekezera mwayi wopititsa patsogolo zowonetsera za LED, malo ochitira misonkhano ndi msika wamakanema ndi kanema wawayilesi akuyembekezeka kukhala madera ofunikira opangira ma LED.
Choyamba ndikugwiritsa ntchito malo ochitira misonkhano.Pakadali pano, zinthu zodziwika bwino zimaphatikizapo ma projekita, zowonetsera za LED ndi zowonera zazikulu za LCD.Zowonetsera za LED zimagwiritsidwa ntchito makamaka m'zipinda zazikulu zochitira misonkhano, ndipo zipinda zazing'ono zamagulu sizinagwirepo ntchito zazikulu.
Komabe, mu 2020, opanga ambiri apanga zinthu zonse za LED.Ma LED onse-mu-awo akuyembekezeka kusintha ma projekiti.Kufunika kwapadziko lonse kwa ma projector a zipinda zochitira misonkhano ndi pafupifupi mayunitsi 5 miliyoni pachaka.
Malinga ndi kafukufuku wopangidwa ndi TrendForce, kuchuluka kwa malonda a LED onse mu 2020 kwadutsa mayunitsi 2,000, kuwonetsa kukula kwachangu, ndipo pali malo akulu okulirapo mtsogolo.Vuto lalikulu la makina onse amsonkhano umodzi ndi nkhani yamtengo wapatali.Mtengo wapano ukadali wokwera mtengo, ndipo kuchepetsa mtengo kumafunikira thandizo lazomwe zikufunika.
Zomwe zimagwiritsidwa ntchito pamsika wamakanema ndi kanema wawayilesi zimaphatikizanso ntchito zazikulu zitatu: kusewerera makanema apakanema, kusewerera kunyumba kwanyumba, ndi ma board akutsogolo akutsogolo owombera makanema ndi kanema wawayilesi.Mumsika wamakanema, zinthu zokhudzana nazo zakhazikitsidwa ndi zotsatira zabwino zowonetsera, koma zopinga zazikulu ndikuti mtengo wake ndi wokwera kwambiri ndipo ziyeneretso zoyenera ndizovuta kupeza.Pamsika wa zisudzo zapanyumba, zofunikira zamafotokozedwe ndizosavuta, ndipo ziyeneretso zoyenera sizifunikira.Vuto lalikulu ndi mtengo.Pakalipano, mtengo wa zowonetsera za LED zomwe zimagwiritsidwa ntchito m'malo owonetsera nyumba ndi maulendo angapo mtengo wa mapulojekiti apamwamba kwambiri.
Chiwonetsero chakutsogolo chakutsogolo cha kanema ndi kanema wawayilesi chimalowa m'malo mwa msika wamakono wobiriwira, womwe ungapulumutse mtengo ndi nthawi ya kanema ndi kanema wawayilesi pambuyo popanga.Chotchinga chakumbuyo chowombera sichifuna kutalikirana kwakukulu.Kutalikirana kwakukulu kwazinthu zamakono ndi P1.2-P2.5, koma mawonekedwe ake ndi okwera kwambiri, omwe amafunikira kujambula kwamtundu wapamwamba (HDR), mlingo wotsitsimula kwambiri (HFR) ndi High Grayscale, zofunikira izi zidzawonjezera chiwerengero chonse. mtengo wa chiwonetsero.
M'tsogolomu, msika womwe ukubwera wa mapulogalamu owonetsera ma LED, kuwonjezera pa malo omwe tawatchulawa m'chipinda chamsonkhano ndi misika yamafilimu ndi kanema wawayilesi, imaphatikizansopo misika monga zipinda zowonera komanso zowonera zazing'ono zakunja.Pamene mitengo ikutsika komanso teknoloji ikupita patsogolo, madera ambiri ogwiritsira ntchito adzakhudzidwa.Zotukuka.Komabe, palinso zovuta.Kuchepetsa mtengo komanso kutsika kwamitengo kumayenderana ndikulimbikitsana.Momwe mungakulire ndikukulitsa misika yomwe ikubwera idzakhala mutu wofunikira pamakampani owonetsera ma LED mtsogolomo.
Nthawi yotumiza: Sep-08-2021