Abstract: Dutegereje 2022, biteganijwe ko ubucuruzi bw’ubucuruzi bw’Ubushinwa bwerekana inganda za LED bizakomeza iterambere ry’imibare ibiri yihuta bitewe n’ingaruka zo guhererekanya ibintu, kandi imirima ishyushye izahinduka buhoro buhoro mu bikorwa bigenda bigaragara nko kumurika ubwenge, ntoya-yerekana, hamwe na ultraviolet yimbitse.
Mu 2021, inganda z’ubucuruzi LED mu Bushinwa zizongera kwiyongera kandi ziyongere bitewe n’ingaruka zo gusimbuza icyorezo gishya cy’umusonga, kandi kohereza ibicuruzwa bya LED bizagera ku rwego rwo hejuru.Ukurikije inganda, ibikoresho bya LED hamwe ninjiza yibikoresho byagaragaye ko byiyongereye cyane, ariko LED chip substrate, gupakira, hamwe ninyungu zo gusaba biragabanuka, kandi baracyafite igitutu kinini cyo guhangana.
Dutegereje 2022, biteganijwe ko Ubushinwa bwerekana ubucuruzi LED inganda zizakomeza kwiyongera kabiri mu mibare yihuta bitewe n’ingaruka zo kwimura abasimbuye, kandi imirima ishyushye izahinduka buhoro buhoro imirima ikoreshwa nko kumurika ubwenge, ntoya-yerekana, hamwe na ultraviolet yimbitse.
Urubanza shingiro rwibintu muri 2022
01 Ihererekanyabubasha rirakomeje, Ubushinwa bukeneye inganda
Ingaruka ziterwa nicyiciro gishya cya COVID-19, kugarura ibicuruzwa byerekana ibicuruzwa ku isi LED inganda zikenewe mu 2021 bizazana iterambere ryiyongera.Ingaruka zo gusimbuza ibicuruzwa by’igihugu cyanjye mu bucuruzi LED inganda zirakomeza, kandi ibyoherezwa mu gice cya mbere cy’umwaka byageze ku rwego rwo hejuru.
Ku ruhande rumwe, Uburayi na Amerika ndetse n'ibindi bihugu byatangiye ubukungu bwabyo muri politiki yo korohereza amafaranga, kandi ibicuruzwa bitumizwa mu mahanga ku bicuruzwa bya LED byongeye kwiyongera.Dukurikije imibare yaturutse mu ishyirahamwe ry’umucyo mu Bushinwa, mu gice cya mbere cy’umwaka wa 2021, agaciro k’ibicuruzwa byoherezwa mu mahanga n’ibicuruzwa byo mu bwoko bwa LED byo mu Bushinwa byageze kuri miliyari 20.988 z’amadolari y’Amerika, umwaka ushize byiyongereyeho 50.83%, bituma amateka mashya yoherezwa mu mahanga muri ibyo igihe.Muri byo, ibyoherezwa mu Burayi no muri Amerika byari 61.2%, byiyongereyeho 11.9% umwaka ushize.
Ku rundi ruhande, indwara nini zagaragaye mu bihugu byinshi byo muri Aziya usibye Ubushinwa, kandi isoko rikaba ryarahindutse riva ku izamuka rikomeye muri 2020 rigabanuka.Ku bijyanye n’umugabane w’isoko ku isi, Aziya y’Amajyepfo y’Amajyepfo yagabanutse kuva kuri 11.7% mu gice cya mbere cya 2020 igera kuri 9.7% mu gice cya mbere cya 2021, Aziya y’iburengerazuba yagabanutse kuva kuri 9.1% igera kuri 7.7%, naho Aziya y’iburasirazuba igabanuka kuva kuri 8.9% igera kuri 6.0%.Mugihe iki cyorezo cyakomeje kwibasira inganda zikora LED mu majyepfo y’amajyepfo ya Aziya, ibihugu byabaye ngombwa ko bifunga parike nyinshi z’inganda, ibyo bikaba byaragize uruhare runini mu itangwa ry’amasoko, kandi ingaruka zo gusimbuza inganda za LED mu gihugu cyanjye zarakomeje.
Mu gice cya mbere cy’umwaka wa 2021, Ubushinwa bwerekanye ubucuruzi bw’inganda LED bwagaragaje neza icyuho cy’ibicuruzwa cyatewe n’icyorezo ku isi, bikagaragaza ibyiza by’ibigo bikora inganda n’ibicuruzwa bitanga isoko.
Dutegereje 2022, biteganijwe ko inganda zerekana ubucuruzi ku isi LED inganda zizarushaho kongera isoko ku isoko bitewe n’ubukungu bw’imbere mu gihugu, kandi inganda z’ubucuruzi mu Bushinwa zerekana LED zizungukirwa n’ingaruka zo gusimbuza.
Ku ruhande rumwe, bitewe n’icyorezo cy’isi yose, abaturage bagiye hanze, kandi isoko ryo gukenera amatara yo mu ngo, kwerekana LED, n’ibindi byakomeje kwiyongera, bitera imbaraga nshya mu nganda za LED.
Ku rundi ruhande, uturere twa Aziya uretse Ubushinwa twahatiwe kureka gukuraho virusi no gufata politiki yo kubana na virusi bitewe n'indwara nini zanduye, zishobora gutuma icyorezo cyongera kandi kikagenda nabi, kandi bikongera ukutamenya neza ko imirimo izakomeza. n'umusaruro.
Inzego z’ubushakashatsi ziteganya ko mu 2022, ingaruka zo gusimbuza ibicuruzwa by’ubucuruzi mu Bushinwa zerekana LED bizakomeza, kandi inganda za LED n’ibyoherezwa mu mahanga bizakomeza gukomera.
02 Inyungu zo gukora zakomeje kugabanuka, kandi amarushanwa yinganda yarushijeho gukomera
Mu 2021, inyungu zerekana ibicuruzwa by’Ubushinwa byerekana ibicuruzwa bya LED bipfunyika hamwe n’ibisabwa bizagabanuka, kandi amarushanwa y’inganda azarushaho gukomera;ubushobozi bwo gukora chip substrate yinganda, ibikoresho, nibikoresho biziyongera cyane, kandi inyungu ziteganijwe kuzamuka.
Ku bijyanye na chip ya LED hamwe na substrate, amafaranga yinjira mu masosiyete 8 yashyizwe ku rutonde mu gihugu mu 2021 biteganijwe ko azagera kuri miliyari 16.84 yu mwaka, umwaka ushize wiyongeraho 43.2%.Nubwo inyungu rusange y’amasosiyete akomeye ayoboye yagabanutse kugera kuri 0,96% muri 2020, bitewe n’imikorere myiza y’umusaruro munini, biteganijwe ko inyungu rusange y’amasosiyete ya LED chip na substrate iziyongera ku rugero runaka mu 2021, kandi inyungu rusange yubucuruzi bwa LED ya Sanan Optoelectronics iteganijwe kwiyongera.Ikosore.
Mu gice cyo gupakira LED, amafaranga y’amasosiyete 10 yashyizwe ku rutonde mu gihugu mu 2021 biteganijwe ko azagera kuri miliyari 38.64, yiyongeraho 11.0% umwaka ushize.Mu 2021, inyungu rusange y’ibikoresho bipfunyika LED biteganijwe ko izakomeza kugabanuka muri rusange muri 2020, ariko bitewe n’iterambere ryihuse mu musaruro, biteganijwe ko inyungu y’amasosiyete apakira ibicuruzwa mu gihugu LED iziyongera ho gato hafi 5% muri 2021.
Mu gice cyo gusaba LED, amafaranga yinjira mu bigo 43 byashyizwe ku rutonde mu gihugu (cyane cyane amatara ya LED) biteganijwe ko azagera kuri miliyari 97,12 mu 2021, umwaka ushize wiyongera 18.5%;10 muri zo zizagira inyungu zitari nziza muri 2020. Kubera ko iterambere ry’ubucuruzi bw’amatara ya LED ridashobora guhagarika izamuka ry’ibiciro, igice cyo gusaba LED (cyane cyane gusaba kumurika) kizagabanuka cyane mu 2021, kandi umubare munini w’ibigo uzahatirwa kugabanya cyangwa guhindura ubucuruzi gakondo.
Ku bijyanye n’ibikoresho bya LED, biteganijwe ko amafaranga y’amasosiyete atanu y’imbere mu gihugu ateganijwe kugera kuri miliyari 4.91 mu mwaka wa 2021, umwaka ushize ukiyongera 46.7%.Ku bijyanye n’ibikoresho bya LED, biteganijwe ko amafaranga y’amasosiyete atandatu yashyizwe ku rutonde mu gihugu ateganijwe kugera kuri miliyari 19.63 mu 2021, umwaka ushize wiyongera 38.7%.
Dutegereje 2022, izamuka rikomeye ryibiciro byinganda bizagabanya aho gutura mu masosiyete menshi ya LED apakira no gukoresha ibicuruzwa mu Bushinwa, kandi ibigo bimwe bikomeye bifite gahunda igaragara yo guhagarika no guhindukira.Nyamara, kubera ubwiyongere bwibikenewe ku isoko, ibikoresho bya LED hamwe n’ibigo by’ibikoresho byungutse byinshi, kandi uko imiterere y’ibigo bya LED chip substrate itigeze ihinduka.
Nk’uko imibare y’ibigo by’ubushakashatsi ibigaragaza, amafaranga y’amasosiyete yashyizwe ku rutonde rw’Ubucuruzi bw’Ubushinwa LED azagera kuri miliyari 177.132 mu 2021, umwaka ushize wiyongereyeho 21.3%;biteganijwe ko izakomeza kwiyongera kabiri mu 2022, kandi umusaruro wose uzagera kuri miliyari 214.84.
03 Ishoramari mubikorwa bigenda byiyongera, kandi ishyaka ryo gushora inganda ni ryinshi
Muri 2021, imirima myinshi igaragara yubucuruzi bwerekana LED inganda zizinjira mubyiciro byinganda byihuse, kandi nibikorwa bizakomeza kuba byiza.
Muri byo, imikorere y’amafoto ya UVC LED yarenze 5.6%, kandi yinjiye mu kirere kinini cyo mu kirere, guhagarika amazi, hamwe n’amasoko akomeye yo kubuza isi;
Hamwe niterambere ryikoranabuhanga rigezweho nkamatara yubwenge, binyuze mumatara yubwoko, amatara yimodoka ya HDR, namatara yibidukikije, igipimo cyinjira mumodoka LED zikomeza kwiyongera, kandi biteganijwe ko izamuka ryisoko ryimodoka LED rizarenga 10% mumwaka wa 2021 ;
Kwemeza guhinga ibihingwa by’ubukungu bidasanzwe muri Amerika ya Ruguru byashishikarije kumenyekanisha amatara ya LED.Isoko riteganya ko umuvuduko wubwiyongere bwumwaka w'isoko rya LED rimurika rizagera kuri 30% muri 2021.
Kugeza ubu, tekinoroji ntoya ya LED yerekanwe yamenyekanye nabakora imashini zikoresha imashini kandi yinjiye muburyo bwihuse bwo guteza imbere umusaruro.Ku ruhande rumwe, abakora imashini zuzuye nka Apple, Samsung, na Huawei baguye imirongo y’ibicuruzwa by’inyuma ya Mini LED, naho abakora TV nka TCL, LG, na Konka basohoye cyane televiziyo yo mu rwego rwo hejuru Mini LED.
Kurundi ruhande, panike ikora Mini LED yamashanyarazi nayo yinjiye murwego rwo kubyara umusaruro.Muri Gicurasi 2021, BOE yatangaje umusaruro mwinshi w'ibisekuru bishya bishingiye ku kirahure gikora Mini LED ikora, ifite ibyiza byo kumurika cyane-hejuru, itandukaniro, umukino wa amabara, hamwe no gutondeka neza.
Mu 2021, ibigo bikomeye ndetse ninzego zibanze bashishikajwe no gushora imari mu nganda za LED.Muri byo, mu murima wanyuma, muri Gicurasi 2021, Ubushinwa bwashoye miliyari 6.5 z'amayero yo kubaka parike y’inganda ya Mini LED, kandi biteganijwe ko umusaruro uzava hejuru ya miliyari 10 nyuma yo kuzura;mu gice cyo gupakira hagati, muri Mutarama 2021, Ubushinwa burateganya gushora miliyari 5.1 z'amayero yo kubaka 3500 Umurongo muto wo mu bwoko bwa LED, ufite umusaruro uva ku mwaka urenga miliyari 10 z'amadorari nyuma yo kugera ku musaruro.Biteganijwe ko mu 2021, ishoramari rishya mu nganda zose za Mini / Micro LED zizarenga miliyari 50.
Dutegereje 2022, kubera igabanuka ryinyungu zisanzwe zikoreshwa mu gucana amatara ya LED, biteganijwe ko amasosiyete menshi azahindukira yerekanwe LED, amamodoka LED, UV LED nizindi nzego zikoreshwa.
Mu 2022, ishoramari rishya mu bucuruzi bwerekana inganda LED biteganijwe ko rizakomeza igipimo kiriho, ariko kubera ko hashyizweho uburyo bwambere bwo guhatanira amarushanwa mu rwego rwo kwerekana LED, biteganijwe ko ishoramari rishya rizagabanuka ku rugero runaka.
Ibibazo byinshi bikeneye kwitabwaho
01 Ubushobozi bukabije bwihutisha guhuza inganda
Iterambere ryihuse ryibicuruzwa byinjira mu gihugu LED nabyo byazanye ubushobozi burenze inganda muri rusange.Ubushobozi burenzeho bwihutisha kwishyira hamwe no kutagira ubushobozi mu nganda, kandi biteza imbere iterambere n’iterambere ry’inganda za LED mu ihindagurika.
Mu rwego rwa LED epitaxial chip, igitutu cyo gusenya imishinga iyoboye kiriyongera, kandi ubushobozi bwikirenga bwimurirwa mubicuruzwa biciriritse, bikaviramo guhatana gukaze mumasoko rusange ya LED chip chip no gukomeza kugabanuka kwibiciro.Ibigo bito n'ibiciriritse bya LED chip chip byagabanije ubushobozi bwo gukora cyangwa birahagarara, ibyo bikaba bigabanya ku buryo butaziguye isoko ryibikoresho bya LED imbere.
Mu gice cyo gupakira, cyatewe no gukomeza kurekura ubushobozi bwo gupakira LED no gukomeza kugabanuka kwinyungu, ibiciro byo gupakira ibicuruzwa bito n'ibiciriritse byaragabanutse cyane, kandi ibiciro byibikoresho bifite ingufu nyinshi nabyo byagaragaje kugabanuka gato. .Ihatirwa kwiteza imbere mu cyerekezo cyihariye cyumucyo utanga ibiranga.
Mu rwego rwa LED ikoreshwa, inyungu zumucyo rusange zisanzwe zikomeza kugabanuka, kandi ibigo binini bifite ubushobozi bukomeye bwo gushushanya, umutungo wumuyoboro wingenzi, hamwe nibyiza byo kuranga nabyo bigira ingaruka kandi bigahatirwa guhindukira mumirima igaragara nko kwerekana LED.Ibigo bito n'ibiciriritse biragoye kubaho.
Mu 2021, kwerekana ubucuruzi ku isi hose inganda za LED ubushake bwo gushora imari zaragabanutse muri rusange mu cyorezo gishya cy'umusonga.Mu rwego rwo guhangana n’ubucuruzi hagati y’Ubushinwa na Amerika no gushimira igipimo cy’ivunjisha, gahunda yo gukoresha inganda za LED yihuse kandi kwishyira hamwe kw’inganda byahindutse inzira nshya.
Kubera ko buhoro buhoro hagaragara ubushobozi burenze urugero no kugabanuka kwinyungu mu nganda za LED, inganda mpuzamahanga za LED zagiye zishyira hamwe kandi zikivamo mu myaka yashize, kandi igitutu cyo kubaho cy’inganda zikomeye za LED mu gihugu cyanjye cyarushijeho kwiyongera.Nubwo imishinga y’igihugu cyanjye LED yagaruye ibyoherezwa mu mahanga kubera ingaruka zo gusimbuza iyimurwa, mu gihe kirekire, byanze bikunze ko igihugu cyanjye cyohereza ibicuruzwa mu mahanga mu bindi bihugu bizacogora, kandi inganda za LED zo mu gihugu ziracyafite ikibazo cy’ubushobozi buke.
02 Kuzamuka kw'ibiciro fatizo bitera ihindagurika ry'ibiciro
Muri 2021, ibiciro byibicuruzwa mu bucuruzi bwerekana inganda LED izakomeza kuzamuka.Ibigo bifitanye isano n’imbere mu gihugu ndetse n’amahanga nka GE Ibiriho, Universal Lighting Technologies (ULT), Leyard, Ikoranabuhanga rya Unilumin, Mulinsen, n’ibindi byazamuye ibiciro by’ibicuruzwa inshuro nyinshi, ku buryo impuzandengo yiyongereyeho 5%, muri byo igiciro cy’ibicuruzwa bike cyane mugihe gito cyiyongereyeho 30%.Impamvu yibanze nuko igiciro cyibicuruzwa LED bihindagurika kubera izamuka ryibiciro fatizo.
Mbere na mbere, kubera ingaruka z’icyorezo gishya cy’umusonga, inzitizi zitangwa mu nganda za LED ku isi zarahagaritswe, bituma ibiciro by’ibanze bizamuka.
Bitewe n'ubushyamirane hagati yo gutanga no gukenera ibikoresho fatizo, abakora ibicuruzwa byo mu ruganda no mu nsi yo hasi mu ruganda rwahinduye ibiciro by'ibikoresho fatizo ku buryo butandukanye, harimo ibiyobora LED byerekana ibiyobora IC, ibikoresho bipakira RGB, imbaho za PCB n'ibindi bikoresho byo mu majyepfo no hasi. .
Icya kabiri, bitewe n’ubushyamirane bw’ubucuruzi bw’Ubushinwa na Amerika, ikibazo cyo "kubura intandaro" cyakwirakwiriye mu Bushinwa, kandi n’inganda nyinshi zijyanye nabyo zongereye ishoramari mu bushakashatsi no guteza imbere ibicuruzwa mu rwego rwa AI na 5G, ibyo bikaba byaragabanije ubushobozi bwumwimerere bwinganda za LED, bizakomeza gutuma ibiciro byibanze bizamuka..
Hanyuma, kubera kwiyongera kw'ibikoresho no gutwara abantu, igiciro cy'ibikoresho fatizo nacyo cyiyongereye.
Yaba itara cyangwa yerekana imirima, inzira yo kuzamuka kwibiciro ntizagabanuka mugihe gito.Nyamara, duhereye ku iterambere rirambye ry’inganda, izamuka ry’ibiciro rizafasha ababikora gukora neza no kuzamura imiterere y’ibicuruzwa no kongera agaciro k’ibicuruzwa.
03 Hariho ishoramari ryinshi risubirwamo mubice bigenda bigaragara
Kubera ko ubucuruzi bwerekana LED inganda zishoramari zikwirakwijwe hirya no hino mu gihugu, hari ikibazo cyo gushora imari mu bice bikiri mu nzira y'amajyambere.
Kurugero, Mini / Micro LED yerekana ikorana buhanga ifite ibintu byiza cyane nkumucyo mwinshi, kwishyira hamwe kwinshi, kugarura ubuyanja, no kwerekana byoroshye, kandi byahindutse igisekuru gishya cyerekana ikoranabuhanga ryerekanwa ninganda nyuma ya OLED na LCD.Mini / Micro LED yerekana ibicuruzwa biri murwego rwo gukenera ibintu biturika, kandi isoko ryagutse rituma Mini / Micro LED ishoramari rishyushye.
Kurugero, Ruifeng Optoelectronics yakusanyije amafaranga agera kuri miliyoni 700 yu mushinga w’ubushakashatsi n’iterambere rya Mini / Micro LED, Huacan Optoelectronics iteganijwe gushora miliyari 1.5 y’amafaranga mu bushakashatsi bwa Mini / Micro LED n’ubushakashatsi n’iterambere n’inganda, Leyard, Epistar, Lijingwei Electronics yatangijwe hamwe ikigo cya mbere cya Micro LED Ubushakashatsi mu Bushinwa.Nubwo imishinga mishya yumusaruro wa Mini / Micro LED yatangijwe, ibibazo byinshi bya tekiniki nko kwimura no gusana, gutwara no guhindura amabara ntibyakemuwe neza, kandi ibikoresho nibikoresho byingenzi biracyafite ikibazo cy "ijosi ryiziritse".
Hariho ukutamenya neza iyinjira ryubwoko butandukanye bwimari shingiro, kuyobora amafaranga namafaranga yinganda muriki gice.Kugira ngo ibyo bibazo bikemuke, ntabwo ishoramari ryumwuga rikenewe gusa kugirango riyobore kandi ritere imbere ihuza inganda zo hejuru n’inganda zo hasi, ariko kandi harakenewe amahuza yingenzi.Hindura ibitagenda neza.
Ibyifuzo byo kurwanya ingamba zafatwa
01 Guhuza iterambere ryinganda mu turere dutandukanye no kuyobora imishinga minini
Komisiyo y’igihugu ishinzwe iterambere n’ivugurura, Minisiteri y’inganda n’ikoranabuhanga mu itumanaho n’izindi nzego zishinzwe imiyoborere bakeneye guhuza iterambere ry’inganda z’ubucuruzi LED ahantu hatandukanye, bagashakisha uburyo "bwo kuyobora idirishya" ku mishinga minini ya LED, no guteza imbere ihinduka rya LED inganda.Shishikarizwa guhindura LED chip substrate yo gukora no gupakira imirongo itanga umusaruro, kugabanya mu buryo bushyize mu bikorwa imishinga gakondo ya LED, kandi ushishikarize kuzamura no gukwirakwiza ibikoresho bya LED nibikoresho.Shigikira amasosiyete akomeye ya LED yo mu gihugu gukora ubufatanye mu bya tekiniki n’impano n’amasosiyete yo mu turere twateye imbere nk’Uburayi na Amerika, kandi ushishikarize imishinga minini y’umusaruro gutura mu masoko akomeye y’inganda.
02 Shishikarizwa guhanga udushya hamwe na R&D kugirango ubone inyungu mubice bigenda bigaragara
Koresha inzira zisanzwe zitangwa kugirango utezimbere byumwihariko kubaka amasoko mu bice bigaragara mu nganda za LED.Chip substrate ihuza yibanda kunoza imikorere ya ultra-high-definition Mini / Micro LED hamwe na UV LED yimbitse;ihuriro ryo gupakira ryibanda ku kunoza uburyo bwo gupakira bugezweho nka vertical na flip-chip gupakira no kugabanya ibiciro byo gukora;ihuriro rya porogaramu ryibanda ku guteza imbere amatara yubwenge, kumurika neza, ibimera Kumurika nibindi bice byamasoko umushinga wo kwerekana icyitegererezo kugirango wihutishe ishyirwaho ryibipimo byamatsinda yinganda;kubikoresho nibikoresho, gufatanya na societe yumuzunguruko ihuriweho kugirango utezimbere urwego rwibikoresho byo murwego rwohejuru rwa LED nibikoresho.
03 Shimangira kugenzura ibiciro byinganda no kwagura inzira zohereza ibicuruzwa hanze
Gufatanya n’amasosiyete y’umuzunguruko yubaka kubaka sisitemu yo kugenzura ibiciro bya semiconductor, gushimangira igenzura ry’isoko rya LED, no kwihutisha iperereza n’igihano cy’ibikorwa bitemewe byo kuzamura ibiciro by’ibikoresho bya LED n'ibikoresho ukurikije ibimenyetso byatanzwe.Shishikarizwa kubaka amashyirahamwe y’inganda LED yo mu gihugu, kubaka urubuga rwa serivisi rusange rukubiyemo ibipimo ngenderwaho, ibizamini, uburenganzira ku mutungo bwite mu by'ubwenge, n'ibindi, kwibanda ku mutungo uruta iyindi, gufasha ibigo gushimangira ihanahana n’ubufatanye mpuzamahanga, no kwagura inzira zohereza ibicuruzwa ku masoko yo hanze.
Igihe cyo kohereza: Mutarama-21-2022