Mu 2020, "nkhandwe wakuda" wa mliri wa coronavirus adatambasula mapiko ake ndikuyambitsa mphepo ndi mafunde amphamvu, ndikusokoneza dziko lamtendere lomwe lidalipo.Zochita zapaintaneti zayimitsidwa, masukulu ayimitsidwa, ndipo mafakitale ayimitsidwa.Mbali zonse za chikhalidwe cha anthu zasokonezedwa ndi "black swan".Zina mwa izo, chuma cha padziko lonse chinawonongeka kwambiri, ndipoChiwonetsero cha LEDntchito yogwiritsira ntchito inali yokhudzidwa mosapeŵeka.Pansi pa njira yatsopano yachitukuko ya kufalikira kwapadziko lonse lapansi komanso kumayiko ena, makampani okhudzana ndi ma LED adasintha mwachangu njira zawo potengera zinthu ndi ma tchanelo, ndikuyankha mwachangu ku mliri watsopano.
Ngakhale kuti vuto la mliri silinatheretu kotheratu, chuma cha dziko langa chikuyenda bwino pang’onopang’ono, ndipo makampani opanga ma LED akupita patsogolo pang’onopang’ono.Kupambana kwapangidwa m'magawo ang'onoang'ono ndi Mini / Micro LED, ndipo malo otukuka m'magulu osiyanasiyana amsika akupitilira kukula.Pamene mliri ukuyamba kulamuliridwa pang'onopang'ono ndipo chuma chapadziko lonse lapansi chikubwerera pang'onopang'ono mpaka mliri usanachitike, makampani opanga ma LED adzawala kwambiri.
1. Makampaniwa amakhalabe okhazikika ponseponse, akuwonetsa kusintha pang'onopang'ono
Monga bizinesi yakukula, zoyambira zamakampani opanga ma LED zikukhalabe zokhazikika
Chochitika cha "black swan" cha mliri wa COVID-19 mu 2020 chakhudza kwambiri chuma padziko lonse lapansi.Pofuna kupewa kufalikira kwa mliriwu, mafakitale ambiri adakakamizika kutseka theka loyamba la chaka, chitukuko cha zachuma padziko lonse chidatsika, ndipo kuchepa kwa GDP m'maiko osiyanasiyana nthawi zambiri kumakhudza mbiri yakale.IMF ikuneneratu kuti chuma cha padziko lonse chidzatsika ndi 4.2% mu 2020, ndipo kuchepa kwa GDP padziko lonse lapansi kudzakhala kasanu ndi kawiri kuposa mavuto azachuma a 2009.
Deta yochokera ku mabungwe oyenerera ikuwonetsa kuti mtengo wa msika wapadziko lonse wa LED mu 2020 ndi pafupifupi US $ 15.127 biliyoni (pafupifupi 98.749 biliyoni ya yuan), kuchepa kwa chaka ndi chaka pafupifupi 10.2%;Msika wowotcha wa LED uli pafupifupi zidutswa 28.846 miliyoni, kutsika kwa chaka ndi chaka pafupifupi 5.7%.Mwa iwo, mtengo wapachaka wamakampani opanga zowonetsera za LED mdziko langa ukuyembekezeka kutsika pafupifupi 18%, kufika 35.5 biliyoni ya yuan.
2020-2024 Global LED Market Value Forecast
2020-2024 Global LED Wafer Market Capacity Forecast
Ziwerengero zamtengo wotuluka pachaka wamakampani aku China opanga zowonetsera za LED
Panthawi ya mliriwu, ndikukhazikitsa ndikukhazikitsa njira zingapo zapakhomo, kuphatikiza kufalikira kwapakhomo ndi mayiko akunja ndi zomangamanga zatsopano zotsogozedwa ndi 5G, chuma cha dziko langa chidachira mwachangu ndipo ndicho chuma chokhacho chachikulu padziko lonse lapansi chomwe chikuyembekezeka kukula bwino mu 2020. dziko.Makampani opanga zowonetsera za LED apezanso mwayi wambiri kuchokera pamenepo.Mwachitsanzo, kuwonetsa zamalonda, kuwonetsa akatswiri ndi magawo ena amsika akula.Mu theka lachiwiri la 2020, makampani okhudzana nawo adawonjezera maoda, mapulojekiti ochulukirapo, ndikuchita bwino, zomwe zikuwonetsa kuchita bwino.mphamvu.
Potengera momwe makampani akuluakulu asanu ndi limodzi omwe adatchulidwa m'makampani owonetsera ma LED akudziko langa, omwe akhudzidwa ndi zinthu monga mliri, ndalama zogwirira ntchito komanso phindu lamakampani owonetsera ma LED m'magawo atatu oyamba adatsika poyerekeza ndi nthawi yomweyi mu 2019, chomwe kuchepa kwakukulu kunali Lianjian.photoelectric.Komabe, pofika chaka cha 2020, ndalama zonse zogwirira ntchito komanso phindu lawonjezeka mu gawo lachitatu, ndipo chiwonjezekocho chikuyembekezeka kukulirakulira mu gawo lachinayi.
Kuchita kwamakampani owonetsera ma LED m'magawo atatu oyamba a 2020
Chiwonetsero chamakampani a LED mu gawo lachitatu la 2020
Munthawi yapaderayi, mabizinesi otsogola awonetsa mphamvu zawo zapadera.Zogulitsa zatsopano ndi mabizinesi atsopano amasonkhanitsidwa m'mabizinesi otsogola, ndipo gawo lamtunduwu lakhala lodziwika pang'onopang'ono.Pakati pa makampani asanu ndi limodzi omwe adatchulidwa akuwonetsa ma LED, ngakhale kuti kukula kwa magawo atatu oyambirira sikunali bwino monga kale, kupatula Lianjian Optoelectronics, yomwe inataya yuan 158 miliyoni, makampani ena onse adapeza phindu.Mosiyana ndi izi, mabizinesi ena ang'onoang'ono ndi apakatikati akukumana ndi zovuta pamoyo wawo.Mu Okutobala 2020, nkhani zomwe mabizinesi ambiri sakanatha kuzithandizira zidayamba - ndalama zolimba za Gertlon zidayambitsa kutsutsana pakati pa kupezeka ndi kufuna;Dehao Runda adatseka bizinesi yowonetsera LED;CREE idagulitsa gawo lazinthu za LED ku SMART, ndi zina zambiri. Makampani awonetsa nkhawa zakukula kwamakampani munthawi ya mliri.
Monga bizinesi yomwe ikukula, kutukuka kwamakampani opanga ma LED kumadalira kupititsa patsogolo ukadaulo wowonetsera ma LED, kukhazikitsidwa kwa zinthu zatsopano komanso mtundu wa ntchito.Ngakhale kuti mliriwu uli ndi vuto lalikulu pamsika, zofunikira zamakampani zimakhalabe zokhazikika ndipo zochitika zonse ndi zabwino.
Mtengo umasinthasintha, kugwa koyamba kenako kuwuka
M'masiku oyambilira a chibayo chatsopano cha korona, chitukuko chamakampani chidakanikiza batani loyimitsa.Chifukwa cha kuchepa kwa kufunikira kwa mapulogalamu owonetsera ma LED, maoda ochokera kumakampani opanga ma LED atsika kwambiri, zomwe zidapangitsa kuti pakhale kuchuluka kwazinthu.Kuti athetseretu zinthu, makampani opanga ma LED "amasintha mtengo wa voliyumu" ndikugulitsa zinthu pamitengo yotsika.Mu 2020, mtengo wa mikanda yamagetsi yamkati idatsika ndi 22.19%.
Ndi kuyimitsidwa kwanthawi yayitali kwa kupanga, kupezeka kwa zinthu zopangira monga ma copper clad laminates kwatsika kwambiri, ndipo msika wapadziko lonse lapansi ukusoweka.
Kenako, dipatimenti ya Zamalonda ku US idavomerezanso Huawei poyesa kuletsa zida zopangira chip, zomwe zidapangitsa "kuchepa" kwa gulu lamakampani aku China kumbali ya memory chip.Chifukwa cha kuchuluka kwa masitoko a Huawei, zonyamula zopyapyala zinali zolimba ndipo mitengo idakwera.Tikuyembekezeka kuti pofika Juni 2021, zinthu zomwe zimadalira njira zowotcha, monga ma driver IC, azikhala ndi zinthu zochulukirapo komanso zofunikira.
Chifukwa cha mliriwu mu 2020, zida zopangira monga ma PCB board, ma driver IC, ma wafers, ndi mikanda ya nyale ya RGB kumtunda kwa zowonetsera za LED zakhala ndi kusinthasintha kwamitengo kumitundu yosiyanasiyana.Mliri wapadziko lonse usanathe kulamuliridwa kotheratu, makampani omwe ali pamwamba, pakati ndi pansi pa mawonedwe a LED amayenera kuwongolera zodziwikiratu za kusintha kwamitengo komanso nthawi yoyenera kuyankha kusintha kwamitengo.
2. Kukula kosiyanasiyana kwa magawo amsika
Zomwe zili zovuta mu 2020 zimapangitsa msika wowonetsera wa LED kuwonetsa mawonekedwe osiyanasiyana m'magawo, ndipo magawowo akuwonetsa chitukuko chosiyanasiyana.
Msika wakunja ukucheperachepera, ndipo njira yapakhomo ikupita patsogolo
Mliri wapadziko lonse lapansi ukukulirakulira, maiko achepetsa malonda awo akunja, atseka kwakanthawi khomo logulitsira ndi kutumiza kunja, ndipo misika yakunja yatsika mwachangu.Malinga ndi ziwerengero za kasitomu, m'miyezi 11 yoyambirira ya 2020, mtengo wonse wa malonda akunja ndi zogulitsa kunja kwa dziko langa unali 29.04 thililiyoni yuan, kuwonjezeka kwa chaka ndi 1.8%, kutsika kwa 0.6% poyerekeza ndi 2.4%. kukula kwa 2019.
Kuphatikiza apo, chitetezo chazamalonda ku US chikadali chofala, ndipo makampani aku China opanga ma semiconductor amaletsedwa kugulitsa ndikuchita bizinesi ku United States.M'munda wa semiconductors, United States yakhazikitsanso ndalama zowonjezera pazida ndi zida zokhudzana ndi semiconductor, mabwalo ophatikizika ndi zida, ma LED, zida za discrete, ndi matabwa osindikizira.Zotsatira zoyipazi zidachepetsa liwiro lakukula kwa msika komanso chitukuko cha mafakitale pamlingo wina.Malinga ndi ziwerengero, msika wakunja wamakampani owonetsera ma LED ukhala pafupifupi 20.6% mu 2020, kutsika kwa 17.5% kuyambira 2019.
Mkhalidwe wonse wamakampani opanga ma LED mu 2019
Mkhalidwe wonse wamakampani opanga ma LED mu 2020
Chifukwa cholephera "kuyenda padziko lonse lapansi", makampani omwe akutumiza m'misika yakunja akuyenera kuyang'ana msika wapakhomo ndikukulitsa njira zapakhomo.Mu 2020, msika wapakhomo wamakampani owonetsera ma LED ukhala pafupifupi 79.4%, chiwonjezeko cha 17.5% kuposa 2019.
Monga kampani yowonetsera ma LED yomwe yalowa m'misika yakunja, Absen idzagulitsa pafupifupi ma yuan 50 miliyoni mu 2020 kuti ikulitse njira zapakhomo kuti athe kuthana ndi zovuta zomwe zabwera chifukwa cha mliriwu.Kumayambiriro kwa 2020, kudzera mu kafukufuku wambiri wamsika, Absen adakhazikitsa Kunlun KL ndi Rolling Stone GS zatsopano pamsika wamayendedwe mbali imodzi, ndikukhazikitsa njira yokulitsa njira ya CD337 "ndondomeko yobzala mitengo" malinga ndi mawonekedwe a msika wamayendedwe apanyumba.Yakhazikitsa njira zolumikizira mizinda yonse, zomwe zadziwika kwambiri ndi othandizana nawo panjira.Zinangochitika kuti, panthawi ya mliri mu 2020, Unilumin idalimbikitsa mwamphamvu kumira kwa mayendedwe ndi kuphatikiza kwa mphamvu zamakina pochita "Spark Plan", "Liaoyuan Plan" ndi "Channel Progress Meeting" m'maboma ndi mizinda 31 m'dziko lonselo, kupitilira apo. kuphatikiza maziko akeake.Pamaziko a tchanelo choyambirira cha "1+N+W", a Leyard athandizira kufalikira kwa msika pogwiritsa ntchito njira zina zomira, ndikukulitsa malowa m'magawo osiyanasiyana kudzera m'magulu osiyanasiyana amalonda.Kuyambira Juni mpaka Seputembara 2020, Ledman adakhazikitsa malo atatu ogulitsa ku East China, South China ndi North China, ndipo adachita msonkhano wa Ledman COB Product Promotion ndi National Online Investment Conference, oyitanitsa mabwenzi, ndipo adzathandizira kwathunthu njira zokhala ndi luso laukadaulo mtsogolomo Bizinesi idzakhala. zazikulu ndi zamphamvu.Makampani monga Lianjian Optoelectronics ndi Alto Electronics nawonso alimbikira kupanga mayendedwe apanyumba ndi ma projekiti aumisiri, ndikuyambitsanso zinthu zofananira monga makina azachipatala ndi misonkhano yamtundu umodzi kuti akulitse msika wapanyumba.
Kuyika kwa msika wotentha wapakhomo "kwasungunuka" m'nyengo yozizira ya 2020, kupangitsa kuti makampani owonetsera ma LED ayambenso kugwira ntchito m'malo osiyanasiyana, chomwe chidzakhala chitsimikizo champhamvu pakukula kwamakampani owonetsera ma LED munthawi ya mliri.
Msika wobwereketsa ukuchepa, ndipo zowonetsera zakunja zazikulu zimagwira ntchito bwino
Chifukwa cha zofunikira zopewera ndi kuwongolera miliri, zochitika zosonkhana zachepetsedwa kwambiri.Masewera a Olimpiki a Tokyo ndi European Cup adakanikiza batani loyimitsa, malo owonetsera mafilimu atsekedwa, ndipo msika wobwereketsa wa LED monga maulendo apanyumba, zikondwerero za nyimbo, ndi zochitika zamasewera nazonso zatsika.
Kumapeto kwa Januware 2020, oimba ambiri ndi magulu adalengeza kuti ayimitsa kapena kuyimitsa nyimbo zawo motsatizana.Malinga ndi ziwerengero zosakwanira za China Performance Viwanda Association, mgawo loyamba lokha, pafupifupi zisudzo 20,000 zidathetsedwa kapena kuimitsidwa m'dziko lonselo, ndipo zisudzo zina sizinayambenso pang'onopang'ono mpaka theka lachiwiri la chaka.Komabe, malinga ndi malamulo, chiwerengero cha owonerera m'malo owonetserako kumayambiriro kwa kutsegulira sichidzapitirira 30% ya mipando, yomwe imakhala yochepa kwambiri kusiyana ndi chiwerengero cha 60% (nthawi zambiri 60% ndi yopindulitsa).Kwa opanga zida zobwereka, ndalama zogulira ntchito zachepetsedwa kwambiri, ndipo phindu la zowonetsera za LED zatsitsidwanso.Monga imodzi mwamisika yofunika kwambiri yogwiritsira ntchito zowonetsera za LED, kuchepa kwa msika wobwereketsa kwadzetsa chidwi chachikulu pamakampani okhudzana ndi ma LED.
Komabe, mu theka lachiwiri la chaka, ndikuwongolera pang'onopang'ono kwa mliriwu komanso kuwonjezeka kwa zochitika m'malo osatsekedwa ku China, msika wowonetsera kunja unachira msanga.Kuyambira Meyi 2020, pomwe mafunde aku South Korea a Samsung LED akuwonetsa "adathamangira" kukasaka kotentha, pakhala pali phokoso lakunja la "naked eye 3D" ku China."Zojambula zomwezo" za Samsung zawonekera panja pa Guangzhou Beijing Road, Chengdu Taikoo Li, Chongqing Guanyin Bridge, Shenyang Middle Street, Wuhan Jianghan Road, Xi'an High-tech Software New City ndi malo ena.Makanema awa akopa anthu ambiri kuti ayime ndikuyang'ana momwe akuwonetsedwera zenizeni za 3D, ndipo zakhala chizindikiro chatsopano cha "odziwika pa intaneti".
Kuphatikiza pa zowonetsera zakunja za "3D", zowonetsera zakunja zazikuluzikulu zawonekeranso.Guizhou Panzhou Moon Mountain Scenic Area "Artificial Moon" Super Project, Shenyang "Hunnan Summer" Culture and Art Carnival LED Screen, Ningbo Yinzhou Southern Business District Moonlight Economic Complex LED Screen, Galanz Shunde Headquarters 800㎡ Screen yooneka ngati yapadera, Tianjin Love· Large -mapulojekiti owonetsera ma LED monga 707-square-mita "Water Cube" yowonekera pa Binfenli Marketing Center, polojekiti ya LED ya Sichuan Wansheng City Yunfu Project, ndi polojekiti yayikulu ya 8500-mita ya LED ya Zunyi High. -Speed Rail New City yatsirizidwa ndikuwunikira wina pambuyo pa mzake, kukhala malo ena owala m'deralo.malo.
Chifukwa chakukula kwa mawonekedwe ogwiritsira ntchito, zofunikira za anthu pazowonetsera zakunja za LED zikuchulukirachulukira, ndipo zowonetsera za LED monga zowonekera, zowonera, ndi zowonera za 3D zamaliseche zikuchulukirachulukira.Pakati pawo, zowonetsera zowonekera za LED zimagwiritsidwa ntchito kwambiri pofalitsa zabodza ndikuwonetsa ziwonetsero pomanga media, malo ogulitsira, zophikira ndi kugulitsa ndi zina chifukwa cha mawonekedwe a kudula mosasamala, kuwonetsa mowonekera, komanso kusasintha kwanyumba.Chimodzi mwazinthu zazikulu zoyendetsera kukula kwa mawonedwe akunja a LED.
Mu Julayi 2020, Unilumin Technology idatulutsa zatsopano 18 zowonekera pazenera za LED pazotsatizana zitatu za "Magic", "Zobisika" ndi "Crystal" ndi mabala 7 a Unilumin Cultural and Creative, omwe angagwiritsidwe ntchito kwambiri m'mafakitale azamalonda, kumanga makoma a nsalu, mazenera amasitolo, maholo owonetserako, malo osungiramo zinthu zakale, ndi zina zotero. Leyard Vclear-PRO transparent screen, yomwe yapambana mphoto ya German iF & Red Dot International Design Award kawiri, inapambana mphoto ya Good Design Award (G-Mark) ku Japan mu 2020. za dziko langa LED transparent screen mankhwala si chizindikiro cha kupita patsogolo kwaukadaulo, komanso chizindikiro chakuti chitukuko cha dziko langa LED anasonyeza ntchito makampani chakopa chidwi padziko lonse.
Msika wowonetsa zamalonda umatsika kenako umakwera
Mofanana ndi zochitika zakunja, misonkhano yamkati iyenera kupewedwa momwe zingathere panthawi ya mliri.Njira monga kutsekedwa kwa masukulu ndi kutsekedwa kwa mafakitale kumalepheretsa zowonetsera za LED kuti zilowe mumsika wofananira.Kuchita kwamakampani opanga ma LED mu theka loyamba la 2020 sikunali kogwira mtima.
Komabe, zomwe zimatchedwa "Mulungu wakutsekera khomo, adzakutsegulirani zenera", ngakhale mliriwu waletsa ntchito za anthu, wadzetsanso zofuna zambiri zamsika pa intaneti - maphunziro akutali, ofesi yapaintaneti Ikafunidwa. kukula kwamphamvu, makampani owonetsera ma LED adatenga mwayi uwu kuti apeze msika watsopano.
Zogulitsa zamtundu wa LED zonse-mu-zimodzi zawonetsa kuthekera kwakukulu kwachitukuko panthawi ya mliri.Zogulitsa zonse m'magawo atatu oyambirira zinali pafupifupi mayunitsi a 1,676, ndi malonda okwana pafupifupi 610 miliyoni yuan, kuwonjezeka kwa chaka ndi 164.3%.Msika wokhudzana nawo udzaphulika mu 2020. Mu 2020, makampani ambiri adayankha mwakhama njira yoyendetsera chuma chapakhomo ndikuyambitsa makina a LED onse.Mwachitsanzo, Leyard adayambitsa makina a 4K ultra-high-definition TXP 135-inch ndi 162-inch msonkhano makina onse-in-one kutengera luso la Micro LED.Pankhani ya khalidwe lowonetsera, ndi zina zotero. Kudumpha kwabwino kwachitika;Shendecai adayambitsa msonkhano wanzeru wa Melink onse-in-one makina omwe ali ndi ubwino wa teknoloji ya D-COB + Micro LED, kuyang'ana pa maphunziro apakati ndi akuluakulu ndi minda ya misonkhano;Krent adawonetsa makina ake atsopano amtundu wa HUBOARD pachiwonetsero cha ISVE, Ndi makina oyamba padziko lonse lapansi amtundu wopapatiza wa LED onse-mu-mmodzi;Absenicon adayambitsa chiwonetsero chazithunzi cha Absenicon (110"/138"/165"/220"), ndipo kugulitsa kwa skrini yake yamsonkhano kudakwera ndi 50% poyerekeza ndi 2019;Jian Optoelectronics inayambitsa makina owonetserako a METAGO anzeru, omwe ali oyenerera makamaka zipinda zapakati ndi zazikulu, zipinda zophunzitsira ndi zochitika zina;Alto Electronics idakhazikitsa makina anzeru a SID onse mumodzi ndi makina amisonkhano anzeru a CV otengera ukadaulo wa MINI LED;Ledman adayambitsa ukadaulo wophatikizira wa COB pogwiritsa ntchito makina a Micro LED onse-in-one makina, ndi zina zotere. Makina amtundu wa LED ali ndi maubwino ambiri pazithunzi, kusavuta, kulumikizana mwanzeru, ndi zina zambiri, ndipo ndi chinthu chokhazikika kwambiri pakati Mawonekedwe a LED.
Kupititsa patsogolo msika wazinthu zowonetsera zamalonda zamsonkhano wapakati ndi wawukulu ku China
Kutengera ndi zidziwitso za chipani chachitatu, pali zipinda zochitira misonkhano pafupifupi 100 miliyoni padziko lonse lapansi, ndipo dziko la China limakhala ndi anthu opitilira 20 miliyoni, pomwe pafupifupi 3% mpaka 5% yamisonkhano yapakati ndi yayikulu ndi yoyenera ku msonkhano wa LED onse-mu- makina ena.60 biliyoni mpaka 100 biliyoni, ziyembekezo zachitukuko ndizambiri.
Msika waukadaulo ukuchulukirachulukira
Misika ya akatswiri monga kuyang'anira chitetezo, lamulo ladzidzidzi, kupulumutsidwa kwachipatala, ndi zina zotero, chifukwa cha umunthu wawo komanso luso lawo, sakhudzidwa kwambiri ndi mliriwu.Sikuti iwo sanangowonetsa kutsika kwakukulu, koma adakhazikika ndipo akupita patsogolo pang'onopang'ono pakati pa mliriwu.
Pambuyo pazaka zachitukuko, poyerekeza ndi zinthu zina zowonetsera, zowonetsera za LED ndizodalirika kwambiri, kugwiritsa ntchito mphamvu, kuwonetsetsa, kuthamanga kwa mayankhidwe, kusungirako kosavuta, ndi zina zotero, ndipo zimakhala ndi malo osasinthika pazochitika zamakono.Omdia akuneneratu kuti msika wanzeru waku China wowunikira makanema ufika $ 16.7 biliyoni mu 2024, ndikukula kwapakati pachaka kwa 9.5% kuyambira 2019 mpaka 2024.
Kukula kwa msika waku China akatswiri zida zotetezera
Masiku ano, kuyang'anira chitetezo ndi msika wamalamulo adzidzidzi akukula motsatira nzeru ndi kugwirizanitsa, ndipo monga chinthu chofunikira chogwiritsira ntchito makina owonetsetsa mavidiyo, mawonetsero a LED adzaphatikizidwa bwino mu dongosolo la chitetezo ndi kuwongolera kosalekeza kwa teknoloji yowonetsera.Mwayi wokulirapo womwe sunachitikepo.
Ponena za zachipatala, kuwonjezera pa kuyang'anira chitetezo, zochitika zazikulu zitatu zoyendera kutali, opaleshoni yakutali ndi kukambirana kwakutali kumaphatikizapo kugwiritsa ntchito machitidwe owonetsera mavidiyo.M'zaka zaposachedwa, kukula kwa msika wa telemedicine kwakula kwambiri, makamaka mliri utatha, kufunikira kwa telemedicine kwakula kwambiri.Chidziwitso chabwino chogwiritsa ntchito telemedicine chimafuna dalitso la kutumizira mwachangu kwambiri, ndiko kuti, netiweki ya 5G ndi chiwonetsero chapamwamba kwambiri, ndiko kuti, mawonekedwe ang'onoang'ono komanso ang'onoang'ono a LED.Leyard, Unilumin, Cedar Electronics, Ledman Optoelectronics ndi makampani ena atumiza makina a LED onse-in-one kuti athandize chitukuko cha telemedicine kuti athandize chitukuko cha telemedicine.Pakati pawo, Unilumin yatsogolera pakukhazikitsa njira yowonera mliri watsopano wa korona.Zotsatira zakuwunika kwazomwe zikuchitika zimaperekedwa ku likulu la kupewa ndi kuwongolera miliri kuti zithandizire kukonza bwino komanso kuwongolera bwino kwa kupewa ndi kuwongolera miliri.M'tsogolomu, popanga chithandizo chamankhwala chatsopano, chiwonetsero cha LED chidzabweretsa nyanja ina yabuluu yatsopano.
Kuphatikizika kwa malire kukukulirakulira
Ndi luso lamakono ndi chitukuko cha msika, chodabwitsa cha kuphatikizika kwa malire mu makampani owonetsera ma LED akuwonjezeka, ndipo makampani ambiri ayamba kugwirizana kudutsa malire ndikuyala minda yatsopano.
Mu 2020, makampani owonetsera amakhala okondwa kwambiri, ndipo makampani ambiri m'magawo osiyanasiyana owonetsera adakwanitsa kuphatikizira malire, ndipo momwe mpikisano ndi mgwirizano zikuwonekera.Mu mndandanda wamakampani, makampani akumtunda, apakati ndi otsika amadutsa malire.Mwachitsanzo, Sanan yatumizanso tchipisi ndi kulongedza, kuyika 7 biliyoni ya yuan mu gallium nitride, gallium arsenide ndi mapulojekiti apadera oyika;Leyard, kuwonjezera pa kuwonetsa zowonetsera Gwiritsani ntchito gawo la Micro LED kudzera ku Lijing, ndi zina zotero. Mtsinje wowongoka mkati mwa unyolo wa mafakitale wawonjezera liwiro la kusakanikirana kwa mafakitale, zomwe zimathandizira kupititsa patsogolo kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe kake.
Pa nthawi yomweyo, yopingasa kuwoloka malire a mabizinesi amakhalanso otchuka kwambiri.Makampani owonetsera zachikhalidwe ndi magulu monga TCL, LG, GQY, Konka, ndi BOE adalowa mwachangu m'munda wowonetsera wa LED, ndipo adayambitsa ma TV a Mini / Micro LED, mawotchi anzeru ndi zinthu zina zofananira.Makampani opanga mawonekedwe a LED;CVTE, yomwe bizinesi yake yayikulu ndi kapangidwe, R&D ndi kugulitsa matabwa akuluakulu a LCD ndi mapanelo olumikizana anzeru, adamaliza kupeza 16% ya Xi'an Qingsong mu theka loyamba la chaka, ndipo agwira Xi'an Qingsong The shareholding. chiŵerengero cha kampani chawonjezeka kufika ku 67%, ndipo chakhala chikuphatikizidwa mofulumira komanso mozama mu makampani owonetsera LED;makampani otsogola m'makampani achitetezo, monga Hikvision ndi Dahua, adayambitsa zinthu zokhudzana ndi chiwonetsero cha LED, kuphatikiza mwachangu makampani owonetsera ma LED ndi mafakitale achitetezo, ndikukulitsa chitukuko cha onse awiri.Gulu;Makampani owonetsera ma LED monga Leyard, Unilumin, ndi Absen amaphatikiza ukadaulo wowonetsera wa LED ndi VR, AR, MR ndi makanema ena apakompyuta ndi matekinoloje owonera kuti awonjezere malingaliro atsopano pakuwongolera mapulogalamu a siteji ndi mawonekedwe a kanema ndi kanema wawayilesi;Ngakhale kampani ya intaneti ya Xiaomi ndi kampani ya ICT Huawei yayamba kuchitapo kanthu pa ntchitoyi ... Kuphatikizika kwa malire kwa mabizinesi, ndalama ndi kukhazikitsidwa kwa mafakitale, sikuti kumangowonjezera mphamvu ya nsomba zam'madzi, kumalimbikitsa mabizinesi mumakampani owonetsa ma LED kuti akhale achangu. ndikuchita nawo mpikisano wamsika, ndipo ndizothandiza pakukwaniritsidwa kwamakampani.kupambana-kupambana.
3. Zamakono zamakono zimatulukira mosalekeza
Ngakhale mliriwu wapangitsa msika kukhala bwinja, kafukufuku ndi chitukuko cha matekinoloje okhudzana ndi ma LED akupitilirabe, ndipo zopambana zachitika m'magawo ambiri.
Pankhani ya kukwera kwa pixel, mayendedwe ang'onoang'ono akadali gawo lalikulu la chiwonetsero cha LED.Ngakhale akhudzidwa ndi mliriwu, makampani ambiri akubweretsabe malingaliro atsopano, monga Leyard, Unilumin, Absen, Ledman, Xida Electronics, Alto Electronics, Corrent, AET, Shende Cai ndi makampani ena akhazikitsa zatsopano Zazinthu zopangira, madontho. wasuntha kuchoka ku 0.8mm kupita ku 0.6mm ndi 0.4mm.Mu theka lachiwiri la chaka, ndi kubwezeretsa kwa mafakitale, msika wa msonkhano ndi wotentha kwambiri.Monga tafotokozera pamwambapa, makampani ambiri motsatizana adayambitsa msonkhano wawung'ono wamtundu wa LED zonse-in-one kuti alimbikitse kugwiritsa ntchito ndi kukulitsa kamvekedwe kakang'ono.Malinga ndi ziwerengero, kukula kwa msika wapadziko lonse lapansi wapadziko lonse lapansi wa LED mu 2020 ndi madola 2.6 biliyoni aku US, chimodzimodzinso chaka chatha, ndipo chiwonjezeko chapachaka kuyambira 2020 mpaka 2024 chikuyembekezeka kukhala 27%.Pamene kusiyana kwa mfundo kukupitirirabe kutsika, zinthu zomwe zili pansi pa P1.0 zidzakhala zoyendetsa kukula ndikukula mofulumira.
Ukadaulo wamapaketi ozindikira mawonekedwe ang'onoang'ono a LED amaphatikiza njira zinayi: SMD, IMD, COB yotsegula kutsogolo, ndi flip-chip COB.Mwa iwo, ukadaulo wokhudzana ndi COB ndiukadaulo wa IMD zakhala mitu yotentha mu 2020.
Pankhani ya COB, kampu ya COB yoyimiridwa ndi Cedar Electronics idayambanso kuyambira chaka cha 2016 ndipo idakhala woyimira ukadaulo wa Flip-chip COB.M'zaka ziwiri zapitazi, ntchito ndi mtengo wa COB zakhala zikudziwika kwambiri ndi makasitomala.Mu 2020, Xida Electronics idzayambitsa chiwonetsero cha Flip-chip COB chokhala ndi kadontho kakang'ono kwambiri pamakampani a 0.4mm;AET idakhazikitsa zinthu za QCOB pachiwonetsero cha Beijing InfoComm ndi zabwino ziwiri zazikulu za gamut yamitundu yosiyanasiyana ndi gwero la kuwala pamwamba;Kanema wa GQY watulutsa chinthu chatsopano "Flip-chip COB Mini LED yopulumutsa mphamvu yozizira chophimba"; Ledman adayambitsa makina a Micro LED amsonkhano otengera ukadaulo wa COB; Zhongqi Optoelectronics idakhazikitsa P1 yatsopano. Full-flip-chip Mini COB idawonetsedwa pamsika; Shendecai adawonetsa zinthu zochokera paukadaulo wa D-COB; Jingtai adatulutsa zinthu zingapo pogwiritsa ntchito njira ya COB, ukadaulo wapach-chip-chip-packaging, komanso ukadaulo wapakanema wamakanema P0. 62 Micro LED chiwonetsero cha module; Victron akukonzekera mosalekeza kukonza njira zopangira zinthu za Flip-chip COB, ndikuyamba kafukufuku wazinthu za AM-COB munthawi yake. mabizinesi ambiri, ukadaulo wa COB ukuyembekezeka kutsegulira chitseko cha malonda akulu.
Nationstar ikhazikitsa IMD-M05 mu Marichi 2020
Pankhani ya IMD, Nationstar idakhazikitsa IMD-M05 m'mwezi wa Marichi, yomwe imaphatikiza ma LED 12 a Full-flip-chip m'litali ndi m'lifupi mwa 1010, ndikuchepetsanso ma pixel opangidwa ndi misa mpaka 0.5mm, zomwe zikuwonetsa kukula kwa Mini. LED.Lowani nthawi ya 100-inch high-definition display;kenako, IMD-M09 muyezo Baibulo anapezerapo mu November, amene akhoza kuchita ubwino wa SMD 1010 mawu a sikelo ndi mtengo.Pakalipano, banja la Nationstar Optoelectronics Mini LED lili ndi mankhwala a IMD-M05/M07/M09/F12/F155, mphamvu yopanga IMD imatha kufika 1000KK/mwezi, ndipo ikuyembekezeka kuwonjezeka kwambiri kotala loyamba la 2021. Kuphatikiza apo, Huatian Technology's IMD (four-in-one) P1.5/P1.2/P1.0/P0.9/P0.8 mankhwala apangidwa mochuluka;Dongshan Precision yafunsira umisiri wovomerezeka wa mphira pamwamba, wokhala ndi mtundu wa inki wakuda kwambiri, chiŵerengero chapamwamba kwambiri komanso kusinthasintha kwa mtundu wa inki, wayikidwa m'nyumba ziwiri-m'modzi RGB ndi m'nyumba zinayi-imodzi. RGB.
Pankhani ya zida za LED discrete, mu 2019, mutu wa Zhaochiguang adakhazikitsa zida zopakira zazing'ono za Flip-chip 1010, zomwe zili ndi maubwino odalirika olumikizana ndi solder, kusamuka kwachitsulo kochepa, kuwala kwambiri, komanso kugwiritsa ntchito mphamvu zochepa.Chogulitsa cha F0808 chalowa mu gawo la kupanga batch yaying'ono.Cinda Optoelectronics inabweretsa phukusi la 1010 CHIP, phukusi la mtundu wa 1010 TOP ndi katundu wa 1010 flip chip phukusi ku chiwonetsero cha ISE mu 2020. Tsopano Cinda Optoelectronics Xiamen kupanga maziko akhazikitsa mzere wopanga chip chip kuti azindikire kupanga kochuluka kwa mikanda ya chip chip mikanda kugonana.Jingtai Hummingbird 1010 yasinthidwa kukhala 3.0 mpaka pano.Yankho likugwiritsabe ntchito mawonekedwe a CHIP, ndipo kukhathamiritsa kwakukulu ndi kukweza kwapangidwa mu chip ndi kulongedza ndondomeko.Chipangizo cha 1515 chimalowanso m'malo mwa chipangizo cha 2121 m'malo owonetsera kunja, kuthetsa bwino mfundo zowawa zowawa monga kulephera kwa nyali yakufa, kuunikira kwa chingwe cha nyali, mbozi (kusamuka), ndi kusagwirizana kwa mtundu.
Pankhani yaukadaulo wamba wa cathode, makampani ambiri adagwiritsa ntchito bwino ukadaulo uwu pazowonetsa za LED, zomwe zimakwaniritsa zofunikira zakukula kobiriwira kwamakampani.Kuphatikiza pa kupulumutsa mphamvu, ukadaulo wamba wa cathode ungachepetsenso kutentha kwa mikanda ya nyali ya LED ndikuwongolera kudalirika ndi kukhazikika kwa zinthu zowonetsera za LED.Tekinoloje yowonetsera ya Lianjian Optoelectronics Mini LED idakhazikitsidwa pamapangidwe wamba a cathode drive, kusintha magetsi amtundu umodzi kukhala wapawiri-voltage magetsi.Kuwala kofiira kumagwiritsa ntchito magetsi oyendetsa 2.8V, ndipo tchipisi zobiriwira ndi zabuluu zimagwiritsa ntchito magetsi oyendetsa 3.8V, kuchepetsa mphamvu zonse ndi 15%.za.Unilumin ROE yapanganso mndandanda wa Amber0.9 Amber wa Ultra-fine pitch indoor high-end fixed-Mount Mini LED zopangira zotengera ukadaulo wamba wa cathode drive ndi IMD 4-in-one teknoloji yonyamula.Absen HC mndandanda wa chipinda chowongolera chipinda chaching'ono cha LED chimatengera ukadaulo wamba wopulumutsa mphamvu wa cathode, magetsi olondola, kugwiritsa ntchito mphamvu zochepa, kupulumutsa mphamvu komanso kuteteza chilengedwe.Chiwonetsero chaching'ono cha Hisun Hi-Tech Nyx COB chimatengera kuphatikizika kwapawiri kwaukadaulo wa COB ndi ukadaulo wamba wa cathode, womwe uli ndi zabwino zambiri pakukhazikika kwazinthu, kuwala kowala, kulimba, komanso kugwiritsa ntchito mphamvu.Pogwiritsa ntchito ukadaulo wamba wa cathode, imatha kupulumutsa mphamvu 30%.
Pankhani yaukadaulo watsopano wowonetsera, chiwonetsero cha Mini/Micro LED chapanga bwino kwambiri.Malinga ndi ziwerengero, ndalama zatsopano mu gawo la Mini/Micro LED mu 2020 lafika pafupifupi yuan biliyoni 43, zomwe zakula kangapo poyerekeza ndi 2019. 2020 imatchedwa chaka choyamba cha Mini LED.Ndi kuchepetsedwa kosalekeza kwa pixel pitch, masanjidwe a ma projekiti okhudzana ndi Mini LED komanso kuchuluka kwa zinthu zatsopano zomwe zatulutsidwa zawonjezeka, ndipo makampani ambiri adalengezanso kupanga kwakukulu kwa magetsi a Mini LED.Shendecai Mini LED anzeru kuwonetsera polojekiti anakhazikika mu Chuzhou;TCL idapeza Maojia International, Skyworth LCD idakhazikitsa mwalamulo kupanga zinthu zambiri za Mini LED;LG ndi Xiaomi anatulutsa Mini LED backlight TV, etc. Ma TV a Mini LED apanga chikhalidwe cha chitukuko chachikulu mu 2020. Malinga ndi deta, kugulitsa kwapadziko lonse kwa Mini LED TV kudzakhala mayunitsi 200,000 mu 2020, ndipo akuyembekezeka kuwonjezeka. mpaka mayunitsi 4.4 miliyoni mu 2021. Makampani opanga ma TV amitundu adzapikisana ndi ma OLED TV mu 2021.
Chiwonetsero cha malonda a Global Mini LED TV
Micro LED idapezanso zotsatira zowoneka bwino.Popeza Samsung idakhazikitsa chiwonetsero cha 583-inchi cha Micro LED ku ISE 2020 mu February, Micro LED kumtunda, pakati ndi kumunsi kwa mtsinje kwathandizira kukula kwa Micro LED.Kumtunda, Taiwan Epistar yathyola botolo laukadaulo la Micro LED chip kusanja.Zikuyembekezeka kuti mayeso akamaliza zaka 2 mpaka 3 zikubwerazi, TV kapena zinthu zina zazikuluzikulu zitha kupangidwa zaka 3 mpaka 4;Leyard amatenga nawo gawo pampikisano wa kampani ya Fullerix yomwe idagwiritsa ntchito bwino ukadaulo wosinthira utoto wa NPQD Micro LED kuunikira NPQD Mini/Micro LEDs zowunikira kwambiri, zodalirika kwambiri komanso zotsika mtengo, ndikukonzekereratu pa-wafer/on-chip RGB Micro. Mitundu ya LED;Tianjin Sanan Breakthroughs mu Micro LED epitaxial structure imaphatikizapo matekinoloje monga kukula kwa zinthu, kusamutsa kochuluka kwa zokolola zambiri, ndi zina zotero, ndikupanga bwino RGB yamitundu itatu ya Micro LED chips.Pakati pa mtsinje, Lijing yoyambira padziko lonse lapansi ya Micro LED yopanga misala idakhazikitsidwa mwalamulo;Jingtai adatulutsa gawo lowonetsera la P0.62 Micro LED la mndandanda wazowonekera;Nationstar Optoelectronics idatulutsa mtundu woyamba wa Micro LED wowonetsa chatsopano nStar I, yomwe imazindikira kuyendetsa mosasamala kwa ma Micro LED.Chiwonetsero chamtundu wamtundu wa LED, ndipo pamaziko awa, adapanga chiwonetsero chazithunzi cha Micro LED chokhazikika pagawo lagalasi la TFT.Kumunsi kwa mtsinje, AUO inagwirizana ndi Chitron kupanga mawonedwe a 9.4-inch high-resolution flexible Micro LED;Leyard adatulutsa zinthu zinayi zopanga zazikulu za Micro LED zowonetsera za P0.4/0.6/0.7/0.9;Ledman anatulutsa Micro LED pixels Engine teknoloji;TCL Huaxing, Tianma, LG, Innolux, Konka ndi makampani ena motsatizana akhazikitsa zinthu zokhudzana ndi Micro LED.Kuphatikiza apo, kutulutsidwa kwa "Micro-LED Industry Technology Roadmap (2020 Edition)", kuyitanitsa misonkhano yambiri, kukhazikitsidwa kwazinthu zofunikira, komanso kutulutsidwa kwa "Micro LED Display Technology ndi Application White Paper" pamsika. atsegula njira yowonetsera ya Micro LED.
Monga tonse tikudziwa, chitukuko chabwino chaukadaulo chimafuna kutetezedwa kwa ma patent.M'zaka zaposachedwa, kugwiritsa ntchito patent ndi chidziwitso chachitetezo chamakampani owonetsera ma LED chawonjezeka.Kuchokera mu 2018 mpaka 2019, kugwiritsa ntchito patent kwa Mini LED kudayamba kuwonetsa kukula mwachangu.Voliyumu yofunsira pachaka ndi pafupifupi 200, pomwe dziko langa limawerengera pafupifupi 70% yazomwe zimagwiritsidwa ntchito padziko lonse lapansi..Malinga ndi zomwe opempha akuluakulu, atatu omwe adalembetsa nawo gawo la Mini LED ndi China Star Optoelectronics, BOE ndi Longli Technology.Pakati pawo, mapulogalamu ambiri a patent a CSOT ndi Shenzhen Longli pa Mini LED ndi ma module a backlight ndi mapanelo owonetsera;Kugwiritsa ntchito patent kwa BOE sikungokhudza ma module a backlight ndi mapanelo owonetsera, komanso kumaphatikizapo tchipisi ta Mini LED.M'munda wa Micro LED, makampani akuluakulu omwe amafunsira ndi makampani akunja, ndipo pali makampani ochepa apakhomo.Mu 2020, kuchuluka kwa ma patent a Micro LED kuchulukirachulukira, ndipo mpikisano wa patent pakati pa Apple ndi Microsoft ukhala wowopsa.
Gawo la Micro LED intellectual Property classification mu 2020
Mu 2020, padzakhala ma patent ambiri a Mini/Micro LED, kuphatikiza Dongguan Zhongjing Semiconductor Technology Co., Ltd., yomwe imathandizira chotchinga chotsatira cha epitaxial pokhazikitsa gawo lothandizira la gallium nitride pakati pa gawo lapansi la epitaxial barrier ndi epitaxial barrier layer. .Lattice yofananira digiri ya kristalo wosanjikiza (nambala yofalitsa: CN210576000U);Xiamen Colorful Optoelectronics Technology Co., Ltd. inapereka luso lokhazikitsa ma elekitirodi a chip ndi zitsulo zoyikirapo zokhala ndi maginito otsutsana, ndikuzindikira kusamutsidwa kwakukulu kudzera pa maginito odzipangira okha (nambala yofalitsa: CN109065692A );Jingneng Optoelectronics Co., Ltd. adapereka ukadaulo wophatikizira mawonekedwe a abwana pa mbali ya P elekitirodi ya chip chofiira, chip chobiriwira ndi chip chabuluu poyambira filimu ya poliyesitala, kuti athandizire kulumikizana kwa gawo lapansi lowonekera komanso gawo lapansi conductive, kuti azindikire kusamutsa kwa Misa yophika (nambala yapagulu: CN111063675A);Tianjin Sanan Optoelectronics ndi Tianjin University of Technology mogwirizana adapanga tchipisi ta RGB tamitundu itatu ta Micro LED.Mphamvu ya chip yofiira, yobiriwira, ndi yabuluu yakunja inafika pamlingo wapamwamba, ndipo zokolola zotumizira zinafika 99.9 % kapena kupitirira apo, ma patenti opangidwa ndi 4 ndi ma patent amtundu wa 2 amagwiritsidwa ntchito;Epistar yapeza ma patent oposa 4,400 okhudzana ndi LED, kuphatikizapo makina ambiri a flip-chip ndi ma patent omwe ndi ofunikira kwambiri pa Mini LED chips ... Mini / Micro Kuwonjezeka kwa chiwerengero cha mapulogalamu a LED patent kumasonyezanso kukula koopsa. mawonekedwe a Mini / Micro LEDs.
Pofuna kuteteza ma patent, makampani ena adayambitsanso nkhondo zoteteza patent.Mu Seputembala 2020, Sanan Optoelectronics ndi Huacan Optoelectronics, makampani awiri otsogola m'munda wa chip wa LED, adasumira mlandu.Sanan Optoelectronics adasuma milandu iwiri yophwanya patent motsutsana ndi Huacan Optoelectronics ndi mabungwe ake.Milanduyi inali ndi zovomerezeka "Nitride semiconductor light-emitting device ndi njira yopangira zomwezo" ndi "Semiconductor light-emitting element ndi semiconductor light-emitting device", zomwe zinkakhudza luso lamakono la kupanga chip LED.Mkangano woyamba wa patent uwu pakati pa opanga tchipisi akuluakulu apanyumba sanangowonetsa kufunikira kwa ma patent, komanso adawonetsa kuti kuzindikira kwa mabizinesi apakhomo ndi kutsindika zaukadaulo kukukulirakulira.Mu Novembala, a Silicon Chip Electronics adasiya dala mlandu wawo wophwanya patent ndi Chipone North.Mlandu wa patent wazaka ziwiri udatha ndikuchotsedwa kwa Silicon Chip Electronics, ndipo Chipone North idapambana mwanjira inayake.Nthawi yomweyo, Chichuang North idasumiranso kampani ina yomwe idatchulidwa chifukwa cholemba zachinyengo.Chichuang North adanena kuti kampaniyo nthawi zonse imalemekeza ufulu wachidziwitso wa omwe akupikisana nawo ndipo imatsatira mfundo ya mpikisano wachilungamo, koma idzamenyana molimba mtima pozunzidwa popanda umboni.Milandu ya patent iyi sikuti imangoteteza ma patent ndi mabizinesi, komanso gawo lofunikira kuti makampani asinthe kuchoka ku mpikisano wamitengo kupita ku mpikisano waukadaulo, zomwe zithandizire kukulitsa mphamvu zonse zamakampani aku China a LED pakapita nthawi.The Henan Center of Patent Examination Cooperation of the Patent Office of the State Intellectual Property Office inanena kuti pakali pano, ukadaulo wa Mini LED uli munthawi yachitukuko chofulumira, koma ofunsira patent amwazikana ndipo sanapangebe mawonekedwe okhazikika.Opanga apakhomo atha kupitiliza kukulitsa ndalama pakufufuza ndi kupanga matekinoloje ofunikira monga kusamutsa kwakukulu, kuyanjanitsa, ndi kuyika, kulimbikitsa masanjidwe a patent, ndikugwiritsa ntchito malayisensi a patent ndi njira zina zopezera mphamvu ndikupewa zofooka, ndikulowa bwino m'gawo lomwe likubwera. ya Mini LED.Nthawi yomweyo, ndikofunikira kuyika ukadaulo wa Micro LED moyenera komanso moyenera kuti mupewe kusowa msika wodalirika wa Micro LED kumapeto kwa phwando la Mini LED.
Chachinayi, njira zingapo zolimbikitsira chitukuko cha mafakitale
Kukula kwamakampani sikungasiyanitsidwe ndi kuthandizidwa ndi ndondomeko.Mu 2020, mfundo zambiri m'dziko langa zidzalimbikitsa mwachindunji kapena mwanjira ina za chitukuko cha makampani opanga ma LED.
Mndandanda wa ndondomeko zandalama ndi zachuma za boma pofuna kuthana ndi mliriwu
Pofuna kuchepetsa mavuto azachuma omwe amabwera chifukwa cha mliriwu ndikuchepetsa kukakamizidwa kwa mabizinesi momwe angathere, pa "magawo awiri" mu 2020, lipoti lantchito yaboma lidapereka njira zingapo, kuphatikiza kuchepetsa misonkho ndikuchepetsa chindapusa, ndikuchepetsa. ndalama zopangira ndikugwiritsa ntchito mabizinesi., limbitsani thandizo lazachuma pakukhazikitsa mabizinesi, ndi zina zambiri, ndikugwiritsa ntchito mfundo zazikuluzikulu zothandizira mabizinesi, makamaka mabizinesi ang'onoang'ono, apakatikati ndi ang'onoang'ono, ndi mabanja omwe ali m'mafakitale ndi amalonda kuti athane ndi zovuta.
Pakati pawo, ndondomeko yazachuma yochepetsera misonkho ndi kuchepetsa malipiro ikuyembekezeka kuchepetsa katundu watsopano wamabizinesi ndi yuan yopitilira 2.5 thililiyoni chaka chonse.Chiyambireni mliriwu, kuyitanidwa kuti achepetse misonkho ndi kutsika kwa chindapusa kwamakampani akuchulukirachulukira, ndipo madera osiyanasiyana akhazikitsanso mfundo zingapo zothandizira anthu potengera momwe zinthu ziliri.Kuperewera kwa ndalama kwa makampani owonetsera ma LED nthawi zonse kwakhala vuto wamba.Pakati pa ndondomeko zolimbikitsa zachuma zomwe maboma ang'onoang'ono amaperekedwa m'magulu onse, pali mapulojekiti ambiri omwe amapereka mwachindunji ndalama zothandizira mabizinesi, monga ndalama za kafukufuku wapadera waukadaulo ndi ntchito zachitukuko.Kufunsira thandizo kungathe kuchepetsa mavuto azachuma m'mabizinesi.Zikumveka kuti m'gawo loyamba la 2020 lokha, kuchuluka kwa zothandizira zomwe adalandira ndi Sanan Optoelectronics zidafika yuan 343 miliyoni, pomwe Sanan Semiconductor Technology idalandira thandizo lapadera la yuan 200 miliyoni.Mabungwe onse a Mulinsen omwe ali ndi Harmony Optoelectronics, Huacan Optoelectronics (Zhejiang), Konka Optoelectronics, China Micro Semiconductor ndi makampani ena onse alandira thandizo la boma la ma yuan mamiliyoni makumi.
M'ndondomeko yandalama, mfundo yoletsa kubweza ngongole kwa wamkulu ndi chiwongola dzanja kwa mabizinesi ang'onoang'ono ndi apakatikati idzawonjezedwa mpaka kumapeto kwa Marichi 2021. Ngongole zophatikiza mabizinesi ang'onoang'ono ndi ang'onoang'ono ziyenera kukulitsidwa momwe zingathere, ndipo Ngongole zamabizinesi ena ovuta ziyenera kuwonjezedwa kudzera pazokambirana.Mosakayikira izi ndi zabwino kwa makampani omwe ali ndi zovuta zobweza ndalama.
zomangamanga zatsopano
Kuphatikiza pa ndondomeko zachuma ndi zachuma, lipoti la 2020 State Council Government Work Report likufunanso kuyang'ana kwambiri pakuthandizira ntchito yomanga "ziwiri zatsopano ndi zolemetsa", ndiko kuti, kulimbikitsa ntchito yomanga nyumba zatsopano, kulimbikitsa ntchito yomanga mizinda yatsopano, ndi kulimbikitsa ntchito yomanga ntchito zazikulu monga zoyendera ndi kusunga madzi.Cholinga chake ndi kulimbikitsa kadyedwe kuti apindule ndi moyo wa anthu ndikusintha kapangidwe kake kuti awonjezere mphamvu.Pakati pawo, zomangamanga zatsopano zomwe zimayimiridwa ndi 5G, malo akuluakulu a deta, luntha lochita kupanga, ndi zina zotero, zimapereka mwayi wochuluka wa chitukuko chamtsogolo cha makampani owonetsera LED.
Pole yowala yanzeru ili mugawo loyendetsa ziwonetsero
Kuwonetsera kokwerera m'malo akuluakulu a deta nthawi zonse kwakhala msika wofunikira kwambiri wa zowonetsera za LED, ndipo makampani anzeru omwe amagwira ntchito zambiri omwe amapangidwa ndi 5G abweretsa misika yatsopano kuti iwonetsere zowonetsera za LED.Monga polowera pomanga mzinda wanzeru, mapulojekiti anzeru amagetsi atumizidwa kumadera ena ndi mizinda yambiri ku China.Pakati pawo, Shanghai yamanga mizati yanzeru 15,000 kuyambira 2018;Shenzhen yamanga mizati yanzeru 2,450, ndikuyesetsa 4,500 mizati yanzeru yogwira ntchito zambiri mu 2020;Guangzhou adanena momveka bwino kuti 34,000 mizati yowunikira yanzeru idzamangidwa pofika chaka cha 2022, ndi 80,000 pofika 2025 ... Monga zenera lofunika kwambiri la mawonedwe anzeru, magetsi a LED Chinsalu cha pole chimakhala ndi malo akuluakulu ogwiritsira ntchito ndi chitukuko.
Thandizo lamphamvu pa chitukuko cha makampani a semiconductor a m'badwo wachitatu
dziko langa likukonzekera kuika chithandizo champhamvu pa chitukuko cha makampani a semiconductor a m'badwo wachitatu mu "Pulogalamu ya 14 ya Zaka zisanu".Ikukonzekera kuthandizira mwamphamvu chitukuko cha ma semiconductors am'badwo wachitatu mu maphunziro, kafukufuku wasayansi, chitukuko, ndalama, kugwiritsa ntchito ndi zina panthawi ya 2021-2025.makampani, kuti tipeze ufulu wodziyimira pawokha.Semiconductor ya m'badwo wachitatu imachokera ku zida za semiconductor zamitundu yambiri monga gallium nitride (GaN) ndi silicon carbide (SiC).Ndiwo maziko a kuyatsa kwatsopano kwa semiconductor, zida za ma radio frequency microwave, ndi zida zamagetsi zamagetsi zamagetsi zamphamvu kwambiri.Kuwunikira, 5G, magalimoto amagetsi atsopano, gridi yanzeru, mayendedwe apanjanji, kupanga mwanzeru, kuzindikira kwa radar ndi mafakitale ena ambiri.
Ngakhale zoweta m'badwo wachitatu semiconductor makampani akadali aang'ono poyerekeza ndi United States, Japan, Europe ndi malo ena, mfundo zabwino m'tsogolo mosakayikira adzatsogolera kuchulukira mu ndalama mafakitale, ndi chitukuko cha silicon carbide ndi gallium. nitride zopangira zidzakhala tsogolo la makampani owonetsera LED.Mphamvu yayikulu yoyendetsera kudumpha.
Kumanga dongosolo lokhazikika
Ndi kutchuka kwa 4K, 8K TV ndi mitundu yosiyanasiyana yazomwe zili ndi matanthauzo apamwamba kwambiri, kutukuka kwamakampani opanga makanema apamwamba kwambiri kwakula kwambiri.Pa Meyi 21, 2020, Unduna wa Zamakampani ndi Upangiri Wachidziwitso ndi State Administration of Radio and Television adayambitsa "Malangizo omanga Ultra-HD Video Standard System (2020 Edition)", ndikulingalira kuti ayambe kupanga pulogalamu yapamwamba kwambiri. Tanthauzo la kanema wokhazikika pofika chaka cha 2020, ndikupanga miyezo yopitilira 20 yomwe ikufunika mwachangu, ikuyang'ana pakukula kwamiyezo yayikulu yaukadaulo ndi miyezo yoyesera monga zoyambira, kupanga ndi kuwulutsa zomwe zili mkati, kuwonetsa ma terminal, ndi ntchito zamakampani.Pa Okutobala 14, pa "5G Audio-Visual Technology and Application Innovation" yachigawo cha 8th China Network Audio-visual Conference, China Ultra HD Video Industry Alliance (CUVA) idatulutsa "5G + 8K Ultra HD Localization White Paper" , yomwe idasanja mwadongosolo 5G+ Mkhalidwe wokhazikika wa unyolo wamafakitale wa UHD kumapeto mpaka kumapeto umapereka chiwongolero chaukadaulo wodziyimira pawokha komanso mgwirizano wamafakitale wa opanga nyumba m'mafakitale, ndipo amapereka chithandizo chazidziwitso ku China kuti amalize kugawa 5G + 8K mafakitale unyolo posachedwapa.
Kuwonetsera kwa LED, makamaka Mini/Micro LED yowonetsera, ili ndi ubwino waukulu pakuwonetseratu, liwiro la kuyankha, kukhazikika ndi kudalirika, kupulumutsa mphamvu ndi kuteteza chilengedwe, ndipo ndi nthumwi yofunikira yowonetsera mavidiyo a ultra-high-definition.Miyezo yosiyana siyana yoperekedwa ndi boma ndi makampani sikuti imangowonetsa kukula kwachangu kwamakampani opanga makanema apamwamba kwambiri, komanso imayika zofunika kwambiri pazonyamula zowonetsera zamakampaniwo, zomwe zimachititsa kuti Mini/Micro LED industry."Malangizo Opanga Ultra-HD Video Standard System (2020 Edition)" adawonetsa kuti zikuyembekezeka kuti pofika chaka cha 2022, msika wamakampani opanga makanema apamwamba kwambiri mdziko langa upitilira 4 thililiyoni yuan.M'tsogolomu, zowonetsera za LED zidzakhala zodalirika kwambiri mu kanema wapamwamba kwambiri.
"Zofunikira Zazonse Zaukadaulo Kwa Osewera Asynchronous LED Display"
Kupanga ndi kutulutsidwa kwa miyezo kumathandizira kupititsa patsogolo ntchito yomanga ma LED okhudzana ndi mawonekedwe amtundu wa LED ndikupititsa patsogolo chitukuko chamakampani.Mpaka pano, miyezo ya dziko 5, miyezo ya 8 yamakampani, miyezo 7 yakumaloko ndi miyezo yamagulu 2 yasindikizidwa ndikugwiritsidwa ntchito pamiyezo yowonetsera ma LED.Mu Epulo 2020, National Flat Panel Display Device Standards Technical Committee idakonza masemina awiri amtundu wa Shenzhen, kuphatikiza "Zofunikira Zowunika Zowunikira M'nyumba za LED".kuzindikira.M'mwezi wa Meyi, gulu la "General Technical Requirements for Asynchronous LED Display Players" lotsogozedwa ndi Komiti Yoyang'anira ya Nthambi Yogwiritsa Ntchito Yowonetsera LED ya China Optics and Optoelectronics Industry Association idawunikiridwa poyera.Muyezo umatanthauzira mawu, matanthauzo, mawu achidule ndi zizindikilo zokhudzana ndi ma asynchronous LED zowonetsera, ndikuyika patsogolo zofunikira zaukadaulo, zomwe zimayimira komanso zovomerezeka pamakampani.Kuphatikiza apo, pali magulu 21 monga "Kunja kwa SMD White Light P10 Kuwonetsa Malire Ogwiritsa Ntchito Mphamvu ndi Makalasi Ogwira Ntchito Zamagetsi", "Indoor Small Pitch LED Product Series Spectrum", "General Technical Requirements for Indoor Integrated LED Display Terminals", ndi "LED Stadium Peripheral Screen".Muyezowu ukupangidwa, ndipo mabizinesi am'mbuyo amakampani monga Leyard, Unilumin, Absen, Alto Electronics, Sansi, ndi Xida Electronics onse akutenga nawo gawo popanga mulingo wamagulu.
RCEP & EU-China Pangano
Pa Novembara 15, 2020, Regional Comprehensive Economic Partnership (RCEP) idasainidwa mwalamulo.Ili ndi mgwirizano wina wofunikira wamalonda womwe wasainidwa ndi China pambuyo pa WTO.RCEP imaphatikizapo mayiko 10 a ASEAN ndi China, Japan, South Korea, Australia, ndi New Zealand, zomwe zimakhala ndi anthu 2.2 biliyoni.Mu 2019, GDP yonse inali gawo limodzi mwa magawo atatu a dziko lonse lapansi, ndipo kuchuluka kwa malonda kunali 27.4% ya malonda onse padziko lapansi.Pakali pano ndi mgwirizano waukulu kwambiri padziko lonse wa zamalonda., ndicho chipambano chofunika kwambiri cha kuphatikiza chuma cha East Asia m'zaka 20 zapitazi.Madzulo a Disembala 30, atsogoleri a China ndi EU adalengeza kukwaniritsidwa kwa mgwirizano wamalonda wa China-EU monga momwe adakonzera, kutha kwa zaka zisanu ndi ziwiri za "nthawi yayitali"."Zira la Isitala" ili kumapeto kwa 2020 ndi sitepe yayikulu patsogolo pa ubale wa China-EU ndipo ndiwofunikira kwambiri mbali zonse ziwiri.
Kusaina kovomerezeka kwa RCEP komanso kukwaniritsidwa kwa mgwirizano wa China-EU kukutanthauza kutsegulidwanso kwa msika waku Southeast Asia, msika waku Australia ndi msika waku Europe.Pamakampani opanga ma LED, msika wakumwera chakum'mawa kwa Asia ndi msika wokhazikika kwambiri padziko lonse lapansi.M'zaka zaposachedwa, mtengo wotumiza kunja kwa zowonetsera za LED ku Southeast Asia nawonso wakula pang'onopang'ono.Ndikusintha kwachuma chamsika ku Southeast Asia komanso kuyambiranso kwachuma ku Europe ndi Australia, zowonetsera za LED zapakati mpaka kumapeto zidzabweretsa mwayi wachitukuko.
Kuphatikiza apo, njira zingapo zabwino zitasaina mapangano akuluakulu awiriwa, monga kuchepetsa mitengo, zithandizira makampani owonetsa ma LED kukhathamiritsa kapangidwe kazinthu ndikuchepetsa mtengo, kutsegulanso chitseko cha kusinthanitsa kwakunja, ndikulimbikitsa chitukuko chapamwamba chamakampani. .
Mwachidule: Pomaliza, mu 2020, chifukwa cha mliri watsopano wa korona, kutumiza kunja kwa makampani opanga ma LED kudzalephereka, mpikisano pamsika wamayendedwe apanyumba udzakulirakulira, msika wobwereketsa udzachepa kwambiri, kuphatikiza ndi kukwera kwamitengo yazinthu zopangira, kusweka kwachuma ndi zinthu zina.Makampani adakakamizika kuchoka pamsika wowonetsera ma LED, ndipo mtengo wathunthu wamakampani owonetsera LED unatsika.Komabe, mothandizidwa ndi ndondomeko ndi miyeso ya boma, teknoloji yowonetsera ma LED yakhala ikupita patsogolo ndikupititsa patsogolo kulongedza, cathode wamba, malo ang'onoang'ono, ndi mawonedwe atsopano a Mini / Micro LED., misonkhano, chitetezo ndi zigawo zachipatala ndi zina zamsika zakhala ndi kukula kosiyana, ndipo makampani ogwiritsira ntchito ma LED owonetserako nthawi zambiri akhala akuyenda bwino ndikupita patsogolo.
Ngakhale mliri wapano sunalamuliridwe kotheratu, komanso momwe chitukuko cha mliri wapadziko lonse lapansi mu 2021 sichingadziwike, koma patatha chaka chonse chokwera mphepo ndi mafunde, makampani owonetsera ma LED apitiliza kulandila chitukuko cha 2021 ndi kaonedwe kabwino ndi mtima wolimbika mtima kupanga zatsopano komanso osaopa zovuta!
Kusokoneza mphamvu, chiwonetsero cha LED chimapanga chidziwitso chozama
Ndi kufunafuna kochulukira kwa chiwonetsero chowonera, omvera sakukhutitsidwanso ndikungosewera gawo la owonera pachiwonetserocho, ndipo kuwonekera kwachidziwitso chozama kumangokwaniritsa zosowa za anthu.M'zaka zingapo zapitazi, chilakolako chodzidzimutsa chakhala chikufalikira padziko lonse lapansi.Posachedwapa, malinga ndi malipoti atolankhani akunja, Madison Square Garden Company ikuyika ndalama zambiri kuti igwirizane ndi Las Vegas Sands kuti imange malo ozama amtsogolo omwe amaphatikiza ukadaulo ndi zosangalatsa: MSG Sphere.
Ichi ndi nyumba yayikulu kwambiri padziko lonse lapansi yozungulira yopangidwa ndi zipolopolo za LED.Nyumbayi mtsogolomu idzakhala malo ochitira konsati apamwamba kwambiri padziko lonse lapansi: ma diode otulutsa kuwala a chipolopolo cha nyumbayi amatha kuwonetsa zithunzi, kuphatikiza zotsatsa, pamtunda wa nyumbayo.Ili ndi matekinoloje atsopano osawerengeka, kuphimba kwathunthu kwa LED, kumiza kwathunthu!Kodi nyumba yayikulu kwambiri padziko lonse lapansi ya zigoba za LED imayambitsa chiwombankhanga chachikulu mumsika wosakulitsidwa - holo yowona?
Kusokoneza mphamvu Kuwonetsera kwa LED kumapanga zochitika zozama
Kuphatikiza pa chipolopolo chakunja, nyumba yayikulu iyi ya LED ilinso ndi malo mkati.Chophimba chachikulu cha LED chidzayikidwanso mkati mwa makhoma okhotakhota a holo ya konsati, kulola kuwonetsa "ozama" komanso zenizeni zenizeni.Zowonetsera zachikhalidwe nthawi zambiri zimakhala ndi lingaliro la "screen".Ziribe kanthu kaya chinsalucho ndi chophwanyika, chopindika, kapena chopunduka, chinsalucho nthawi zonse "chimawona malire" - ntchito ya malire awa idzadziwitsa wowona: zomwe mukuwona ndizo zokha zomwe zili pachiwonetsero.Kusintha kwakukulu muzochitika zozama ndikugwiritsira ntchito teknoloji kuchotsa malire a "skrini" iyi, kulola wowonera "kugwa mu danga ndi dziko lopangidwa ndi chithunzi".
Kuti muzindikire zochitika zowoneka bwinozi, kuwonjezera pa kupita patsogolo kwaukadaulo wowonetsera pazenera, zimafunikiranso makampani opanga zinthu kuti apereke luso lokwanira lopanga, makompyuta ndi kusunga.Pulojekiti yazithunzi zazikuluzikulu ndizokwanira kuyendetsa chitukuko ndi kupita patsogolo kwa unyolo wamakampaniwa, ndipo zimafunanso chitukuko ndi kupita patsogolo kwa makampani onse.Pachifukwa ichi, makampani owonetsera ma LED angagwirizane ndi VR / AR, teknoloji ya multimedia yamakompyuta, ndipo panthawi imodzimodziyo agwirizane ndi makampani opanga zithunzi kuti akhazikitse "chiwonetsero chapamwamba" chatsopano.
Wonjezerani msika wogwiritsa ntchito chiwonetsero cha LED chili ndi kuthekera kwakukulu
Zomwe zikuyenera zikuwonetsa kuti kuchuluka kwamakampani ozama kwambiri kupitilira 220 mu Seputembara 2018, ndipo makampani ozama nawo akhala malo otentha kwambiri opangira ndalama ndi chitukuko pankhani zamasewera okopa alendo, zosangalatsa zamoyo, ndi ma pop-ups owonetsera.Mu Lipoti la Dianping's 2017 Consumer Trends Report, kusaka kwa "kuzama" kwakula mpaka 3,800%, ndipo ndizosatheka kuti mupeze mtundu wina uliwonse wazomwe mumagula osagwiritsa ntchito intaneti kuti mufananize nawo.Pakadali pano, mitundu itatu yazidziwitso yomwe ili ndi chiwongola dzanja chachikulu kwambiri pamsika waku China ndi zosangalatsa zokhazikika, ziwonetsero zatsopano zapa TV, komanso zisudzo zozama.Mapu opangidwa ndi atatuwa akuwonetsa zomwe kuzama kumayimira m'malingaliro a ogula aku China.
Mitundu itatu yomwe ili pamwambapa mosakayikira ikugwirizana kwambiri ndi chiwonetsero cha LED, ndipo nthawi yomweyo, luso la msika komanso luso laukadaulo wamabizinesi apakompyuta amayesedwa.Kuzama kwapamwamba kwambiri kumadalira kuphatikizika kwazinthu zowonetsera za LED zapamwamba komanso ukadaulo wapamwamba wapa digito.phatikiza.Ndi kukula kosalekeza kwa matekinoloje monga 5G, luntha lochita kupanga, VR, AR, ndi blockchain, matekinoloje atsopano adzagwiritsidwa ntchito pazowonetsera za LED, ndikutsegula njira yatsopano yodziwira, yomwe idzapititse patsogolo chidziwitso cha ogwiritsa ntchito.Zochitika zowoneka.Komabe, izi zisanachitike, opanga amafunikirabe kupititsa patsogolo kufananiza kwa chiwonetsero cha LED ndi mawonekedwe pamlingo waukadaulo.
Pansi pakukula kosalekeza kwaukadaulo wowonetsa ma LED, mawonekedwe ake ogwiritsira ntchito akukulirakulirabe.M'malo owonetsera zochitika zozama, chiwonetsero cha LED chikuwonetsa kuthekera kwina komanso chiyembekezo chabwino chogwiritsa ntchito.Kuphatikiza apo, ndikusintha kwamtsogolo kwaukadaulo wowonetsera, kusintha zofuna zamsika, ndikufulumizitsa digito ndi luntha, nyanja yabuluu yogwiritsira ntchito malonda a zowonetsera za LED imakhalanso yokongola kwambiri.M'tsogolomu, kodi makampani opanga ma LED apanga gawo lozama kwambiri ndi zinthu zawo zabwino kwambiri ndikuwala mu gawo latsopanoli lomwe anthu ochepa adapondapo?tiyeni tidikire, tiwone.
Nthawi yotumiza: Feb-28-2022