Fursadaha iyo caqabadaha suuqa soo bandhigida LED-ka adduunka ee 2022
2021, baahida suuqabandhigyada LEDsi weyn ayuu u kori doonaa, iyadoo cabirka adduunku uu gaarayo US$6.8 bilyan, koror sanad-sannad ka badan 23%.Waxaa xusid mudan in balaarinta dalabka gudaha, ku dhawaad 40% shaashadaha bandhiga adduunka ay ku sugan yihiin Shiinaha.Suuqgeynta kanaalka ayaa sii kordhisay baahida suuqa, taasoo ka dhigaysa habka iibka ugu weyn ee lagu beddelayo suuqgeynta injineernimada.Labadii sano ee la soo dhaafay, iibinta bandhigyada kanaalka LED ayaa si aad ah u kordhay.Ka dib markii la aasaasay qaabka kanaalka, awoodda calaamaddu waxay noqotay mid caan ah.Shirkadaha hormuudka u ah sida Leyard iyo Unilumin waxay ka faa'iidaysan karaan sumaddooda si ay u ballaariyaan saamigooda suuqa.Xaaladdan oo kale, xoogga saarista warshadaha ayaa sii fiicnaaday, iyo saamiga suuqa ee tobanka shirkadood ee ugu sarreeya ayaa kor u qaadi doona 71% sanadka 2021, waxaana la filayaa inuu sii socdo koritaanka sanadkan.
Waqtigan xaadirka ah, waxaa jira soosaarayaal aad iyo aad u badan oo ku jira goobta bandhigga tooska ah, sida Nationstar, Kaixun, Zhongjing, Zhaochi iyo kuwa kale oo cusub.Waagii hore, Sanan, Huacan, Epistar, Ganzhao iyo Silan Micro waa soo saaraha ugu weyn.Kanaalka LED-ka soo bandhiga suuqa chip-ka ayaa ka sii daran.Shuruudaha qeexitaanka oo yara hooseeya iyo caqabadaha gelitaanka hooseeya awgeed, tartanka suuqa ayaa la filayaa inuu si tartiib tartiib ah u kordho.
Goobta baakadaha, sanadka 2021, oo inta badan ay kaxeeyaan LED-yada baabuurta, nalka iyo bandhigyada LED, suuqa baakadaha LED-ka ee caalamiga ah wuxuu gaari doonaa US $ 17.65 bilyan, koror sanadle ah oo ah 15.4%.Waxaa ka mid ah, cabbirka suuqa baakadaha LED-ka wuxuu ku saabsan yahay 1.7 bilyan oo doolarka Mareykanka ah, taasoo ka dhigan 10% dhammaan goobta baakadaha.Laga bilaabo 2020 ilaa 2021, ka dib markii ay la kulmeen khilaafka ganacsiga ee Shiinaha iyo Maraykanka, diiradda warshadaha ayaa la sii wanaajin doonaa, iyo xoojinta warshadaha ee 10ka shirkadood ee ugu sarreeya waxay kordhin doontaa 10% ilaa 84%.Mustaqbalka, iyadoo si tartiib tartiib ah loo ballaarinayo awoodda wax-soo-saarka, xoogga-warshadaynta ayaa la sii horumarin doonaa.Soo-saareyaasha sida Xiddigga Qaranka iyo Jingtai ayaa dhawaan ballaariyay awooddooda wax-soo-saar.
Iyadoo ay sabab u tahay baahida terminalka, baahida loo qabo wax soo saarka korka ee bandhigyada LED ayaa kordhay sanadba sanadka ka dambeeya.Goobta chip-ka, cabbirka suuqa ee chips-ka LED-ku wuxuu u boodi doonaa US $ 3.6 bilyan sanadka 2021, iyo heerka kobaca naadirka ah ee 45% waxaa inta badan sabab u ah kobaca iftiinka, LED-yada baabuurta, bandhigyada iyo meelaha kale.Waxaa ka mid ah, cabbirka suuqa chip chip-ka ee LED-ku wuxuu ku dhow yahay 700 milyan oo doolarka Mareykanka ah, koror ku dhow 60% sannad kasta.In kasta oo shixnadaha Mini LED chips-ka soo bandhigay ay ka yaraayeen sidii la filayay, koboca kobacdooda ayaa wanaagsanaa.Marka loo eego tirakoobka TrendForce, wadarta shixnadaha 4-inji ee mini LED wafers epitaxial bandhigay waxay kordhin doonaan ku dhawaad 50% sanadka 2021 iyadoo lagu saleynayo dhinaca chip.Chips MiniLED kaliya looma isticmaalo suuqa ka hooseeya P1.0, laakiin sidoo kale suuqa dhamaadka-sare ee P1.2 iyo xitaaP1.5.
Isku-duubnaanta warshadaha chip-ka-soo-saarka LED-ka ayaa sii socota inay kor u kacdo, iyo saamiga suuqa ee shanta wax-soo-saar ee ugu sarreeya sannadka 2021 wuxuu gaari doonaa in ka badan 90%.Iyada oo horumarka degdega ah ee suuqa soo-bandhigidda shaashadda sannadihii la soo dhaafay, tirada wax-soo-saarka ee soo galaya goobtan ayaa si tartiib tartiib ah u kordhay, tartanka suuqana wuu sii kordhay.
Iyadoo hal-abuurnimada joogtada ah ee tignoolajiyada, goobta codsiga-yar-yar ayaa si tartiib tartiib ah u ballaarisay, iyo soo-saarayaal badan ayaa soo jiitay inay galaan goobta bandhigga LED.Markii ay soo muuqatay tignoolajiyada bandhiga MiniLED, shirkado cusub sida Zhongqi iyo Lijingwei ayaa iyaguna soo galay goobta baakadaha.Ma aha oo kaliya, soo-saareyaasha soo-bandhiga LED-ka ee ka yimid qulqulka hoose ayaa sidoo kale ku fiday goobta baakadaha.Mustaqbalka, ka dib markii wax soo saarka eeLED-yar/Mikro yar, Qaabka asalka ah ee goobta baakadaha ayaa laga yaabaa in la jebiyo, diiradda warshadaha sidoo kale waxaa lagu qasi doonaa kuwa cusub.
Goobta ICs darawalka bandhiga LED, labadaba mugga iyo qiimaha ayaa kor u kacay.2021, suuqa darawalka LED-ka ee IC wuxuu dhaafi doonaa US $ 700 milyan, koror sanadle ah oo ku dhawaad 1.2 jeer, inta badan sababtoo ah shixnadaha sare u kaca ee 2021, taas oo kor u qaadi doonta qiimaha, iyo soosaarayaasha IC waxay sidoo kale noqon doonaan faraska madow ee kulul ee suuqa saamiyada 2021.Waqtigan xaadirka ah, darawalka IC wali waa warshad aad u urursan, iyadoo shanta shirkadood ee ugu sarreeya ay ku xisaabtamayaan 89% suuqa.
Waqtiga boostada: Jul-01-2022