Amahirwe nibibazo byisoko rya LED kwisi yose muri 2022
Muri 2021, isoko risabwaLED yerekanaizatera imbere ku buryo bugaragara, hamwe n’isi yose igera kuri miliyari 6.8 z’amadolari y’Amerika, umwaka ushize wiyongera hejuru ya 23%.Twabibutsa ko hamwe no kwaguka kw’imbere mu gihugu, hafi 40% yerekana ibyerekanwa ku isi biri mu Bushinwa.Kwamamaza umuyoboro byarushijeho gukenera isoko, bituma aribwo buryo nyamukuru bwo kugurisha bwo gusimbuza ibicuruzwa.Mu myaka ibiri ishize, kugurisha umuyoboro LED yerekanwe byiyongereye cyane.Nyuma yo gushyiraho imiyoboro yumuyoboro, imbaraga zikirango zimaze kugaragara.Ibigo bikomeye nka Leyard na Unilumin birashobora kwifashisha ikirango cyabyo kugirango bagure imigabane yabo ku isoko.Ni muri urwo rwego, kwibanda ku nganda byarushijeho gutera imbere, kandi umugabane w’isoko ry’abakora icumi ba mbere uziyongera kugera kuri 71% mu 2021, bikaba biteganijwe ko uzakomeza kwiyongera muri uyu mwaka.
Kugeza ubu, hari ababikora benshi kandi benshi murwego rwo kwerekana mu buryo butaziguye, nka Nationstar, Kaixun, Zhongjing, Zhaochi n'abandi bakora inganda nshya.Mubihe byashize, Sanan, Huacan, Epistar, Ganzhao na Silan Micro niyo ikora cyane.Umuyoboro LED werekana chip isoko ni bibi cyane.Bitewe nibisabwa bike ugereranije nibisabwa byinjira, irushanwa ryisoko riteganijwe kwiyongera buhoro buhoro.
Mu rwego rwo gupakira, mu 2021, cyane cyane itwarwa n’imodoka za LED, amatara hamwe na LED, isoko ryo gupakira LED ku isi rizagera kuri miliyari 17.65 z’amadolari y’Amerika, umwaka ushize wiyongereyeho 15.4%.Muri byo, ubunini bwa LED bwerekana ibicuruzwa bingana na miliyari 1.7 z'amadolari y'Amerika, bingana na 10% by'umurima wose.Kuva mu 2020 kugeza 2021, nyuma yo guhura n’ubucuruzi bw’Ubushinwa na Amerika, ubucuruzi bw’inganda buzarushaho kunozwa, kandi inganda z’inganda 10 za mbere ziziyongera 10% kugeza kuri 84%.Mu bihe biri imbere, hamwe no kongera buhoro buhoro ubushobozi bw’umusaruro, kwibanda ku nganda bizarushaho kunozwa.Abakora nka Star Star na Jingtai baherutse kwagura ubushobozi bwabo.
Bitewe nibisabwa byanyuma, icyifuzo cyibicuruzwa byo hejuru byerekana LED byiyongereye umwaka-ku-mwaka.Mu murima wa chip, ingano yisoko ya LED chip izasimbuka igera kuri miliyari 3.6 US $ muri 2021, naho umuvuduko udasanzwe wa 45% uterwa ahanini nubwiyongere bwurumuri, LED yimodoka, kwerekana nizindi nzego.Muri byo, LED yerekana chip ingano y’isoko igera kuri miliyoni 700 z'amadolari y'Amerika, ikiyongera hafi 60% umwaka ushize.Nubwo ibicuruzwa bya Mini LED byerekana chip byari munsi yibyateganijwe, umuvuduko wabo wo gukura wari mwiza.Nk’uko imibare ya TrendForce ibigaragaza, ibicuruzwa byose byoherejwe na Mini LED ya santimetero 4 zerekana ibyuma bya epitaxial byiyongera hafi 50% muri 2021 hashingiwe ku ruhande rwa chip.MiniLED chips ntabwo ikoreshwa gusa kumasoko ari munsi ya P1.0, ariko no mumasoko yohejuru ya P1.2 ndetse niyoP1.5.
Ubwinshi bwinganda za LED zerekana chip zikomeje kwiyongera, kandi isoko ryamasoko atanu yambere akora inganda muri 2021 azagera kuri 90%.Hamwe niterambere ryihuse ryisoko rya chip yerekana mumyaka yashize, umubare wabakora binjira muriki gice wagiye wiyongera buhoro buhoro, kandi amarushanwa yisoko ariyongera.
Hamwe no guhanga udushya twikoranabuhanga, ikibanza gito cyo gusaba cyagutse buhoro buhoro, kandi ababikora benshi bashishikajwe no kwinjira murwego rwo kwerekana LED.Igihe MiniLED yerekana ikoranabuhanga ryagaragaye, ibigo bishya nka Zhongqi na Lijingwei nabyo byinjiye mububiko.Ntabwo aribyo gusa, LED yerekana abayikora kuva kumanuka nabo baragutse murwego rwo gupakira.Mugihe kizaza, nyuma yumusaruro waMini / Micro LED, icyitegererezo cyumwimerere mubipfunyika gishobora gucika, kandi inganda zikora inganda nazo zizagabanywa nabinjira bashya.
Mu rwego rwa LED yerekana umushoferi IC, ingano nigiciro byazamutse.Mu 2021, isoko rya LED ryerekana isoko rya IC rizarenga miliyoni 700 US $, umwaka ushize wiyongereyeho inshuro zigera kuri 1,2, ahanini bitewe n’ubwiyongere bw’ibicuruzwa mu 2021, bizamura ibiciro, kandi n’abakora IC nabo bazahinduka a ifarashi yijimye ishyushye ku isoko ryimigabane 2021.Kugeza ubu, umushoferi IC aracyari inganda yibanda cyane, hamwe nabakora batanu ba mbere bangana na 89% byisoko.
Igihe cyo kohereza: Jul-01-2022