Abstract: Tichitarisira kuna 2022, zvinotarisirwa kuti China yekutengeserana kuratidza LED indasitiri ichachengetedza kaviri-madhijitari yakakwirira-kumhanya kukura pasi pesimba rekutsinhanisa kufambisa maitiro, uye inopisa minda yekushandisa inotendeuka zvishoma nezvishoma kune ichiri kubuda minda yekushandisa senge smart mwenje, diki-pitch kuratidza, uye yakadzika ultraviolet disinfection.
Muna 2021, indasitiri yeChina yekutengesa LED inodzokororwa uye kukura pasi pesimba rekutsiviwa kweiyo korona itsva pneumonia denda, uye kutengeswa kunze kwenyika kwezvigadzirwa zve LED kuchasvika rekodhi.Kubva pamaonero eindastiri, michina yeLED nemari yakaona kuwedzera kukuru, asi iyo LED chip substrate, kurongedza, uye purofiti yekushandisa zviri kutetepa, uye vachiri kutarisana nekumanikidzwa kukuru kwemakwikwi.
Tichitarisira 2022, zvinotarisirwa kuti China yekutengeserana kuratidza LED indasitiri ichachengetedza kaviri-madhijitari yakakwirira-kumhanya kukura pasi pesimba rekutsinhanisa kufambisa maitiro, uye inopisa minda yekushandisa inozotendeukira zvishoma nezvishoma kuminda inobuda yekushandisa senge smart lighting, diki-pitch kuratidza, uye yakadzika ultraviolet disinfection.
Mutongo wekutanga wemamiriro ezvinhu muna 2022
01 Substitution transfer effect inoenderera mberi, kudiwa kwekugadzira kweChina kwakasimba
Kukanganiswa nekukanganisa kwerutsva rutsva rweCCIDID-19, kudzoreredza kwepasirese kutengeserana kuratidza LED indasitiri kudiwa muna 2021 kuchaunza rebound kukura.Mhedzisiro yekutsiva yenyika yangu yekutengeserana inoratidzira LED indasitiri inoenderera, uye kunze kwenyika muhafu yekutanga yegore yakakwira rekodhi.
Kune rimwe divi, Europe neUnited States nedzimwe nyika dzakatangazve hupfumi hwadzo pasi pemutemo wekurerutsa mari, uye kudiwa kwemitengo yezvigadzirwa zve LED kwakawedzera zvakanyanya.Zvinoenderana nedata kubva kuChina Lighting Association, muhafu yekutanga ya2021, kukosha kwekutengesa kunze kweChina zvigadzirwa zvemwenje zve LED zvakasvika 20.988 bhiriyoni emadhora ekuUS, gore-pagore kuwedzera kwe50.83%, kuseta rekodhi rekodhi rekodhi rekodhi zvakafanana. period.Pakati pavo, kutengeswa kuEurope neUnited States kwakaverengera 61.2%, kuwedzera kwe11,9% gore negore.
Nekune rimwe divi, hutachiona hwakakura hwakaitika munyika zhinji dzeAsia kunze kweChina, uye kudiwa kwemusika kwadzokera kubva pakukura kwakasimba muna 2020 kuenda padiki diki.Panyaya yemugove wemusika wepasi rose, Southeast Asia yakadzikira kubva pa11.7% muhafu yekutanga ya2020 kusvika 9.7% muhafu yekutanga ya2021, West Asia yakadzikira kubva pa9.1% kusvika 7.7%, uye East Asia yakadzikira kubva pa8.9% kusvika 6.0%.Sezvo denda richiramba richirova indasitiri yekugadzira LED muSoutheast Asia, nyika dzakamanikidzwa kuvhara mapaki akawanda emaindasitiri, izvo zvakatadzisa zvakanyanya kugovera cheni, uye kutsiva kweindasitiri ye LED yenyika yangu kwakaenderera.
Muhafu yekutanga ya2021, indasitiri yeChina yekushambadzira LED indasitiri yakanyatso gadzira gaka rekupa rakakonzerwa nedenda repasirese, richiwedzera kuratidza zvakanakira nzvimbo dzekugadzira uye nzvimbo dzekutengesa.
Tichitarisira 2022, zvinotarisirwa kuti iyo yepasirese yekutengesa inoratidzira LED indasitiri ichawedzera kuwedzera kudiwa kwemusika pasi pesimba re "hupfumi hwepamba", uye iyo yeChinese yekutengesa inoratidzira LED indasitiri ichabatsirwa kubva kune inotsiva kufambisa maitiro.
Kune rimwe divi, pasi pesimba redenda repasi rose, vagari vakabuda zvishoma, uye kudiwa kwemusika kwemwenje wemukati, kuratidzwa kwe LED, nezvimwe.
Nekune rimwe divi, matunhu eAsia kunze kweChina akamanikidzwa kusiya hutachiona uye kutora hurongwa hwekugarisana kwehutachiona nekuda kwehutachiona hwakakura, izvo zvinogona kukonzera kudzoka nekudzikira kwedenda, uye kuwedzera kusavimbika kwekutangazve basa. uye kugadzira.
Masangano ekutsvagisa anofanotaura kuti muna 2022, iyo inotsiva mhedzisiro yeChina yekutengesa indasitiri yekuratidzira LED ichaenderera mberi, uye kugadzirwa kweLED uye kudiwa kunze kwenyika kucharamba kwakasimba.
02 Purofiti yekugadzira yakaramba ichidzikira, uye makwikwi eindasitiri akawedzera
Muna 2021, mibairo yepurofiti yeChina yekutengesa kuratidzwa kweLED kurongedza uye maapplication achadzikira, uye kukwikwidza kweindasitiri kuchawedzera;huwandu hwekugadzira chip substrate kugadzira, zvishandiso, uye zvinhu zvichawedzera zvakanyanya, uye purofiti inotarisirwa kuvandudzwa.
Panyaya yemachipisi e LED uye substrates, mari yemakambani masere epamba akanyorwa muna 2021 inotarisirwa kusvika 16.84 bhiriyoni yuan, gore negore kuwedzera kwe43.2%.Kunyangwe avhareji purofiti yemamwe makambani anotungamira yadzikira kusvika 0.96% muna 2020, nekuda kwekuvandudzwa kwekugadzirwa kwakakura, zvinotarisirwa kuti purofiti yemakambani eLED chip uye substrate ichawedzera kusvika pamwero muna 2021, uye. iyo gross profit margin yeSanan Optoelectronics 'LED bhizinesi inotarisirwa kuwedzera.Ndizvozvo.
Muchikamu chekurongedza cheLED, mari yemakambani gumi epamba akanyorwa muna 2021 inotarisirwa kusvika 38.64 bhiriyoni yuan, kuwedzera kwe11.0% gore negore.Muna 2021, iyo gross profit margin yekurongedza kwe LED inotarisirwa kuenderera mberi netsika yekudzika muna 2020, asi nekuda kwekukura nekukurumidza mukugadzirwa, zvinotarisirwa kuti purofiti yemakambani epamba ekurongedza eLED ichawedzera zvishoma ne5% 2021.
Muchikamu chekushandiswa kwe LED, mari yemakambani makumi mana nematatu emumba (kunyanya mwenje we LED) inotarisirwa kusvika 97.12 bhiriyoni yuan muna 2021, gore negore kuwedzera kwe18.5%;10 yavo ichange iine purofiti isina kunaka muna 2020. Sezvo kukura kwebhizinesi rekuvhenekesa kwe LED kusingakwanise kudzikamisa kuwedzera kwemutengo, chikamu chekushandisa che LED (kunyanya application yekuvhenekesa) chichadzikira zvakanyanya muna 2021, uye nhamba huru yemabhizinesi ichamanikidzwa kuderedza kana kushandura mabhizimisi echinyakare.
Panyaya yemidziyo yeLED, mari yemakambani mashanu akanyorwa epamba inotarisirwa kusvika 4.91 bhiriyoni yuan muna 2021, gore negore kuwedzera kwe46.7%.Panyaya yemidziyo yeLED, mari yemakambani matanhatu epamba akanyorwa inotarisirwa kusvika 19.63 bhiriyoni yuan muna 2021, gore negore kuwedzera kwe38.7%.
Tichitarisira 2022, kuwedzera kwakasimba kwemitengo yekugadzira kuchadzvanya nzvimbo yekugara yeakawanda maLED ekurongedza uye maapplication makambani muChina, uye mamwe makambani anotungamira ane maitiro ari pachena ekuvhara nekutendeuka.Nekudaro, nekuda kwekuwedzera kwekudiwa kwemusika, michina yeLED uye makambani ezvenyama akabatsirwa zvakanyanya, uye chimiro chemakambani eLED chip substrate chakaramba chisina kushanduka.
Maererano nehuwandu hwemasangano ekutsvagisa, mari yemakambani akanyorwa eChina Commercial Display LED ichasvika 177.132 bhiriyoni yuan muna 2021, gore negore kuwedzera kwe21.3%;inotarisirwa kuchengetedza kukurumidza-manhamba-mbiri kukurumidza kukura muna 2022, uye huwandu hwese hwekubuda huchasvika 214.84 bhiriyoni yuan.
03 Investment mumashandisirwo arikubuda inokura, uye kufarira kwekudyara kwemaindasitiri kwakakwira
Muna 2021, akawanda ari kusimukira minda yekushambadzira LED indasitiri ichapinda munhanho yekukurumidza maindasitiri, uye kuita kwechigadzirwa kucharamba kuchigadziriswa.
Pakati pavo, iyo photoelectric kutendeuka kweUVC LED yakapfuura 5.6%, uye yakapinda munzvimbo huru yemhepo sterilization, dynamic water sterilization, uye yakaoma pamusoro pekutengesa sterilization misika;
Nekuvandudza matekinoroji epamberi senge smart lights, kuburikidza-mhando taillights, HDR mota inoratidzira, uye ambient mwenje, mwero wekupinda kwemotokari ma LEDs unoramba uchikwira, uye kukura kwemusika wemotokari LED kunotarisirwa kudarika gumi muzana muna 2021. ;
Kunyoreswa zviri pamutemo kwekurimwa kwezvirimwa zvehupfumi muNorth America kwakakurudzira kufarirwa kwemwenje wezvirimwa zve LED.Musika unotarisira kuti kukura kwepagore kweiyo LED chirimwa mwenje musika uchasvika makumi matatu muzana muna 2021.
Parizvino, iyo diki-pitch LED yekuratidzira tekinoroji yakazivikanwa nevagadziri vemichina yakakura uye yakapinda nekukurumidza kugadzirwa kwemazhinji nzira yekuvandudza.Kune rimwe divi, vagadziri vemichina vakakwana vakaita seApple, Samsung, uye Huawei vakawedzera mitsara yavo yeMini LED backlight chigadzirwa, uye vagadziri veTV vakaita seTCL, LG, uye Konka vakaburitsa zvakanyanya-yekupedzisira Mini LED backlight TVs.
Kune rimwe divi, inoshanda mwenje-emitting Mini LED mapaneru akapindawo muchikamu chekugadzira hukuru.Muna Chivabvu 2021, BOE yakazivisa kugadzirwa kwakawanda kwechizvarwa chitsva chegirazi-yakavakirwa inoshanda Mini LED mapaneru, ane zvakanakira kupenya-kwepamusoro kupenya, kusiyanisa, ruvara gamut, uye seamless splicing.
Muna 2021, makambani anotungamira uye hurumende dzemuno vane shungu nekudyara muindasitiri yeLED.Pakati pavo, munzvimbo yakadzika yechiteshi, muna Chivabvu 2021, China yakaisa 6.5 bhiriyoni yuan kuvaka Mini LED inoratidza maindasitiri park, uye kukosha kwekubuda kunotarisirwa kudarika 10 bhiriyoni yuan mushure mekupedzwa;muchikamu chepakati chekurongedza, muna Ndira 2021, China inoronga kuisa 5.1 bhiriyoni yuan kuvaka 3500 A diki-pitch LED yekugadzira mutsara, ine inofungidzirwa gore negore kukosha kweinodarika bhiriyoni gumi yeyuan mushure mekusvika mukugadzirwa.Zvinofungidzirwa kuti muna 2021, iyo nyowani yekudyara mune yese Mini / Micro LED indasitiri chain ichapfuura 50 bhiriyoni yuan.
Tichitarisira 2022, nekuda kwekudzikira kwepurofiti yeyakajairwa mwenje we LED maapplication, zvinotarisirwa kuti makambani mazhinji achatendeukira kukuratidzira kwe LED, mota dze LED, UV LED uye mamwe minda yekushandisa.
Muna 2022, iyo itsva yekudyara mune zvekutengeserana kuratidza LED indasitiri inotarisirwa kuchengetedza chiyero chazvino, asi nekuda kwekutanga kuumbwa kwemukwikwidzi patani mundima yekuratidzira ye LED, zvinotarisirwa kuti iyo itsva mari ichaderera kusvika pamwero wakati.
Nyaya dzakati kuti dzinoda kutariswa
01 Kuwandisa kwehupfumi kunomhanyisa kubatanidzwa kweindasitiri
Kukurumidza kukura kwekutengeserana kwepamba kwe LED kuburitsa kukosha kwakaunzawo kuwanda muindastiri yese.Kuwanda kwepamusoro kunowedzera kukurumidza kubatanidzwa uye kudzikisira kugona muindastiri, uye inosimudzira kukura nekusimudzira kweindasitiri yeLED mukushanduka.
Mumunda we LED epitaxial machipisi, kudzvanywa kwekudonhedza kweanotungamira mabhizinesi ari kuwedzera, uye kuwanda kwesimba kunoendeswa kune yakaderera-kuguma zvigadzirwa, zvichikonzera kukwikwidza kunotyisa mumusika-chinangwa LED chip musika uye kuenderera kuderera kwemitengo.Madiki uye epakati-saizi LED chip makambani akamanikidza kugadzirwa kwesimba kana kudzima, izvo zvisina kunanga zvinodzikisira kudiwa kwemusika kweLED yekumberi-yekupedzisira michina.
Mundima yekurongedzerwa, yakakanganiswa nekuenderera kuburitswa kweiyo LED kurongedza kugona uye kuenderera kuderedzwa kwepurofiti, mitengo yekurongedza yezvidiki uye zvepakati-magetsi zvigadzirwa zvadzikira zvakanyanya, uye mitengo yezvigadzirwa zvemagetsi-yakaratidzawo kuderera kuderera. .Inomanikidzwa kukudziridza munzira yeakagadziridzwa mwenje sosi maitiro.
Mundima yekushandiswa kweLED, purofiti yemwenje wekare inoramba ichidzikira, uye mabhizinesi makuru ane hunyanzvi hwekugadzira, master channel zviwanikwa, uye mabhenefiti emhando anokanganiswawo uye anomanikidzwa kutendeukira kuminda iri kubuda senge LED kuratidza.Mabhizinesi madiki nepakati ari kuramba achinetsa kurarama.
Muna 2021, iyo yepasi rose yekutengesa inoratidzira LED indasitiri yekuda kudyara yakadzikira chose pasi peiyo korona itsva pneumonia denda.Pasi pemashure eSino-US kutengeserana friction uye kukoshesa kweiyo RMB yekuchinjana mwero, otomatiki maitiro emabhizinesi eLED akawedzera uye kubatanidzwa kwakanyanya kweindasitiri kwave maitiro matsva.
Nekubuda zvishoma nezvishoma kwekuwandisa uye kutetepa kwepurofiti muindasitiri yeLED, vagadziri vepasi rose ve LED vakagara vachibatanidza uye kubviswa mumakore achangopfuura, uye kumanikidzwa kwekupona kwemabhizinesi ekutungamira e LED munyika yangu kwawedzera kuwedzera.Kunyangwe mabhizinesi emunyika yangu eLED akadzoreredza kunze kwenyika nekuda kwekuchinjisa mhedzisiro, nekufamba kwenguva, hazvigoneke kuti nyika yangu yekutumira kunze kwenyika kune dzimwe nyika iite zinyekenyeke, uye indasitiri yemumba yeLED ichiri kutarisana nedambudziko rekuwandisa.
02 Kukwira kwemitengo yezvinhu kunokonzera kushanduka kwemitengo
Muna 2021, mitengo yezvigadzirwa muindasitiri inoratidzira LED indasitiri icharamba ichikwira.Makambani akakodzera emumba uye ekunze akadai seGE Current, Universal Lighting Technologies (ULT), Leyard, Unilumin Technology, Mulinsen, nezvimwe. mukushomeka kwawedzera ne30%.Chikonzero chakakosha ndechekuti mutengo wezvigadzirwa zve LED unochinja nekuda kwekukwira kwemitengo yezvinhu.
Chekutanga pane zvese, nekuda kwekukanganisa kweiyo korona itsva pneumonia denda, kutenderera kwekutengesa kweindasitiri yepasi rose yeLED kwakavharwa, zvichikonzera kukwira kwemitengo yezvinhu.
Nekuda kwekunetsana kuri pakati pekupa uye kudiwa kwezvinhu zvakabikwa, kumusoro uye kuzasi vagadziri muindasitiri yeketani vakagadzirisa mitengo yezvinhu zvakasvibirira kune akasiyana madhigirii, anosanganisira LED kuratidza mutyairi ICs, RGB yekurongedza michina, PCB mabhodhi uye zvimwe kumusoro nekudzika kwakadzika zvinhu. .
Chechipiri, yakakanganiswa neSino-US kutengeserana friction, chiitiko che "kushomeka kwepakati" chapararira muChina, uye vazhinji vagadziri vane hukama vakawedzera mari yavo mukutsvaga nekuvandudza zvigadzirwa muminda yeAI ne5G, iyo yakamanikidza yepakutanga kugadzirwa kugona kweiyo LED indasitiri, iyo inozotungamira mukukwira kwemitengo yezvinhu..
Chekupedzisira, nekuda kwekuwedzera kwezvinhu uye mitengo yekufambisa, mutengo wezvigadzirwa wakawedzerawo.
Kunyangwe iri mwenje kana minda yekuratidzira, maitiro ekukwira kwemitengo haazodzikire munguva pfupi.Nekudaro, kubva pakuona kwekukura kwenguva refu kweindastiri, kukwira kwemitengo kuchabatsira vanogadzira kugadzirisa uye kukwidziridza chimiro chavo chechigadzirwa uye kuwedzera kukosha kwechigadzirwa.
03 Kune kwakawanda kudzokororwa kwekudyara muminda ichiri kusimukira
Sezvo kutengesa kuratidzwa kwe LED indasitiri yekudyara kuri kupararira munyika yose, pane dambudziko rekudzokorora mari muminda iri kusimukira.
Semuyenzaniso, Mini/Micro LED kuratidza tekinoroji ine hunhu hwakanakisa senge kupenya kwepamusoro, kubatanidzwa kwepamusoro, kuzorodza kwakanyanya, uye kuchinjika kuratidza, uye yave chizvarwa chitsva chekuratidzira tekinoroji inozivikanwa neindasitiri mushure meOLED neLCD.Mini/Micro LED kuratidza zvigadzirwa zviri padanho rekuputika kudiwa, uye tarisiro yemusika wakafara inoita kuti Mini/Micro LED ive mari inopisa.
Semuyenzaniso, Ruifeng Optoelectronics yakasimudza 700 miriyoni yuan yeMini/Micro LED tekinoroji yekutsvagisa nekusimudzira mapurojekiti, Huacan Optoelectronics inotarisirwa kudyara bhiriyoni imwe nemazana mashanu eyuan yeMini/Micro LED yekutsvagisa nekusimudzira nekugadzira mapurojekiti, Leyard, Epistar, Lijingwei Electronics yakatangwa pamwe chete. yekutanga Micro LED Research Institute muChina.Kunyangwe mapurojekiti matsva ekugadzira mutsara weMini / Micro LED akatangwa, matambudziko mazhinji ehunyanzvi akadai sekutamisa uye kugadzirisa, kutyaira uye kutendeuka kwemavara hazvina kunyatsogadziriswa, uye zvinhu zvakakosha uye zvishandiso zvichiri kutarisana nedambudziko re "yakanamira mutsipa".
Pane kusavimbika pamusoro pekuuya kwemhando dzakasiyana dzesocial capital, inotungamira mari uye mari yemaindasitiri mune iyi ndima.Kugadzirisa matambudziko aya, kwete chete mari yehunyanzvi inodiwa kutungamira uye kufambisa hukama pakati pemaindasitiri ekumusoro neakadzika, asiwo makiyi link anodiwa.Gadzirisa zvaunokanganisa.
Mazano ekupikisa matanho anotorwa
01 Rongedza kusimudzirwa kwemaindasitiri mumatunhu akasiyana uye kutungamira mapurojekiti makuru
National Development and Reform Commission, Bazi reIndasitiri neRuzivo rweTekinoroji nemamwe madhipatimendi ekutungamira anofanirwa kuronga kuvandudzwa kweindasitiri yekushambadzira yeLED munzvimbo dzakasiyana, kuongorora nzira ye "window guide" yemapurojekiti makuru eLED, uye kukurudzira kugadziridzwa kweiyo LED indasitiri chimiro.Kurudzira shanduko yekugadzira LED chip substrate kugadzira uye kurongedza mitsara yekugadzira, kudzikisira zvine mwero rutsigiro rwechinyakare mapurojekiti emwenje e LED, uye kukurudzira kukwidziridzwa uye kuwanikwa kwemidziyo yeLED uye zvinhu.Tsigira makambani emumba anotungamira eLED kuti aite tekinoroji uye tarenda kubatirana nemakambani ari mumatunhu epamusoro seEurope neUnited States, uye kukurudzira mapurojekiti makuru ekugadzira mitsara kuti agare mumasumbu makuru emaindasitiri.
02 Kurudzirai hunyanzvi hwekubatana uye R&D kuumba zvakanakira mundima dzichiri kusimukira
Shandisa nzira dziripo dzemari kuvandudza zvakanyanya kuvakwa kweketani munzvimbo dziri kusimukira dzeindasitiri yeLED.Iyo chip substrate link inotarisa pakuvandudza mashandiro e-ultra-high-definition Mini/Micro LED uye yakadzika UV LED machipisi;iyo yekurongedza yekubatanidza inotarisa mukuvandudza epamberi ekurongedza maitiro seyakamira uye flip-chip kurongedza uye kuderedza mutengo wekugadzira;iyo application link inotarisa mukugadzira mwenje wakangwara, mwenje une hutano, zvidyarwa Mwenje uye zvimwe zvikamu zvemusika zviratidziro zvekuratidzira mapurojekiti kuti akurumidze kuumbwa kwezviyero zveboka reindasitiri;zvezvishandiso nemidziyo, shandira pamwe nemakambani edunhu akabatanidzwa kuvandudza mwero wenzvimbo yepamusoro-yekupedzisira LED michina uye zvinhu.
03 Simbisa kutariswa kwemitengo yeindasitiri uye kuwedzera nzira dzekutengesa kunze kwechigadzirwa
Batira pamwe nemakambani edunhu akabatanidzwa kuvaka semiconductor chip mutengo wekutarisa system, kusimbisa kutariswa kwemusika weLED, uye nekuchimbidza kuferefeta uye kurangwa kwezviito zvisiri pamutemo zvekutyaira mitengo yemachipi e LED uye zvinhu zvinoenderana neruzivo rwekuzivisa.Kurudzirai kuvakwa kwemasangano eindasitiri eindasitiri ye LED, kuvaka chikuva chebasa reveruzhinji chinofukidza zviyero, kuyedzwa, kodzero dzezvivakwa zvehungwaru, nezvimwe, kutarisisa zviwanikwa zvepamusoro, kubatsira mabhizinesi kusimbisa kudyidzana nedzimwe nyika, uye kuwedzera nzira dzekutengesa kunze kwenyika kune zvigadzirwa mumisika yekunze.
Nguva yekutumira: Jan-21-2022