Isiqalo sokuchuma kwesikhathi eside kwemboni ye-LED
Esikhathini esifushane, ngenxa yomthelela wobhubhane olusha lomqhele ngo-2022, isikali semakethe ye-LED yasekhaya sizokwehla.Kulindeleke ukuthi ngokusimama kwemisebenzi yezomnotho, imakethe ye-LED nayo izoletha ukusimama.Esikhathini esimaphakathi nesikhathi eside, kuzoba nesidingo esisha esinamandla sokudutshulwa okubonakalayo kwe-XR kanye nemishini yenkomfa yonke into eyodwa.Ngokuthuthuka kobuchwepheshe be-Mini/Micro LED kanye nokuphakama kwendawo yokwakha yedijithali yaseChina, kulindeleke ukuthi imakethe ye-LED ifinyelele ukukhula okuqhubekayo.
Ngo-2022, kuzoba nezifo eziwumshayabhuqe njalo, imisebenzi yezomnotho izovinjwa, futhi isidingo semakethe yezindawo ezithengiswayo kanye nezinto zikagesi zabathengi sizoba nokuvilapha, okuzoba nomthelela ohlukile emakethe yezicelo ze-LED.imininingwane ngale ndlela elandelayo: Izinga lokukhula lehle ngekota ngekota;umkhawulo wenzuzo eyisamba uzinzile futhi uphindaphindekile;ingxenye ye-pitch encane isebenze kahle.Kusukela ngo-2023, i-isibonisi se-LED esiguquguqukayoimakethe izoletha ukululama.Lokhu futhi kungenye yezinhlelo zethu zokusebenza ze-LED ezinethemba elikhuluizimakethe.
Imboni ye-LED kulindeleke ukuthi ingene lapho kuqalwa khona i-boom yesikhathi esimaphakathi nesikhathi eside
Izixhumanisi ezihlukene embonini ye-LED ziqongelela izinto ezintsha, futhi izinguquko zobuningi ziholela ekushintsheni kwekhwalithi.Sibikezela ukuthi izinguquko ezinkulu ziyenzeka noma sezizokwenzeka kulezi zici ezilandelayo, eziphinde zivule amathuba okutshala imali.
(1) Isibonisi se-LED: Imakethe yokudubula ebonakalayo ye-XR ikhula ngokushesha, futhi umnotho wedijithali wandisa izidingo zesikhathi esimaphakathi nezesikhathi eside.Ngokwezibalo ze-TrendForce, usayizi wemakethe yesibonisi sokudubula esibonakalayo se-LED yomhlaba wonke uzoba cishe u-US$430 wezigidi ngo-2022, okuwukunyuka okucishe kube ngama-52% ukusuka ngo-2021. Imakethe kulindeleke ukuthi ikhule ngo-40% eminyakeni emibili ezayo.Uhulumeni waseShayina ukhuthaza ngamandla ukuthuthukiswa komnotho wedijithali, futhi izibonisi ze-LED ekugcineni zizozuza njengendlela yokubonisa idatha.
(1) I-backlight encane: noma ngabe i-TV, isibonisi semoto, njll., ukukhanya kwe-Mini LED backlight kuzothuthukisa kakhulu ukusebenza komkhiqizo, futhi izinga lokungena le-Mini LED backlight likhula ngokushesha.Ngokwesibikezelo se-Yidu Data, kulinganiselwa ukuthi indawo yemakethe ye-Mini LED backlight module izofinyelela ku-125 billion yuan ngo-2026.
(2) Ukupakishwa kwe-LED: I-COB inezinzuzo eziningi kune-SMD.Izinga lokukhiqiza eliqondile le-COB labakhiqizi liyaqhubeka nokukhuphuka, okukhuthaza ukuncishiswa kwezindleko okusheshayo kwezibonisi ezingaphansi kuka-P1.0, futhi kunwebise nakakhulu izimo zokusetshenziswa kwama-LED anephimbo elincane.
(3) I-chip ye-LED: Njengedivayisi ewumgogodla okhuphukayo, i-chip ye-LED izoba isixhumanisi somhlomuli oyinhloko lapho kukhishwa imakethe ye-Mini & mirco LED ngokuzayo.Okufanayo neisikrini se-LED esikhanyayo.Eminyakeni emibili edlule, izinguquko ezinkulu zenzeke embonini ye-chip ye-LED, futhi abakhiqizi be-TV/abakhiqizi bephaneli baye bafaka ama-chips e-LED ngokulandelana, okubonisa ukubaluleka kwesixhumanisi se-chip ye-LED endaweni yokubonisa yesikhathi esizayo.
Uhlelo lokusebenza lwe-LED: I-pitch encane iyaqhubeka nokukhula, i-Mini/Micro LED iyashintsha isuka komthamo iye kwesezingeni
Ama-LED anephimbo elincane ayaqhubeka nokwandisa imingcele yohlelo lokusebenza.Ngokuvamile, isibonisi esinokuphakama kwechashazi okungaphansi kuka-2.5mm sibizwa ngokuthi i-LED-pitch encane, enezinzuzo zokuhlanganisa okungenamthungo, ukugqama kokubonisa okuphezulu, nokugcwaliswa kombala okuphezulu, futhi umphumela wayo wokubonisa ungcono kuneminye imikhiqizo yokubonisa.Njengoba i-pitch yamachashazi iqhubeka nokuncipha kanye nezindleko zehla, izimo zokusetshenziswa kwama-LED anephimbo elincane nazo ziyakhula, kancane kancane zithatha indawo yemikhiqizo efana ne-LCD splicing, i-DLP splicing, i-conference projection, kanye nama-TV anosayizi omkhulu.
Esikhathini sokuqala, nakuba umphumela wokubonisa wama-LED we-pitch encane muhle, izindleko ziphakeme kakhulu.Okokuqala, isetshenziswa kwezempi, ezokuphepha nakweminye imikhakha, lapho umphumela wokusetshenziswa ubekwa phambili ngaphezu kwentengo.Njengoba izindleko zehla, ama-LED ane-pitch encane angena kancane kancane emakethe yezicelo zentengiso, futhi ezemidlalo, ukuqashwa kwesiteji, nezitudiyo kube yizimo zokuqala ezizosetshenziswa.Eminyakeni emibili edlule, izinga lokungena kwama-LED ane-pitch encane emahholo enkomfa, imfundo nezinye izigcawu liye lenyuka ngokushesha, futhi izigcawu ezintsha ezifana nokudubula okubonakalayo kwe-XR ziye zatholakala;ngokuzayo, kulindeleke ukuthi ingene e-cinema ngisho nasemakethe yasekhaya.
Imikhiqizo ye-LED ye-pitch encane engaphansi kwe-P1.0 kancane kancane yenza ukuntuleka kwama-pixel amakhulu.Kuzicelo zezindaba zikahulumeni, izikhungo zokuyala nezokuthumela, izikhungo zolwazi zamadolobha ahlakaniphile nezinye izimo eziphishekela ukusebenza okuphezulu kunezinzuzo zezindleko, izikrini ze-P1.0 pitch LED zithole izinzuzo zokuhlangenwe nakho ngenxa yezinzuzo zazo ezifana nokuhlanganisa okungenamthungo nokukhanya okuphezulu.Ekusetshenzisweni kwesikrini esikhulu senkomfa engu-150-250 inch, iphimbo elincane elingaphansi kwe-P1.0 libuye libe yisinqumo sokuqala, futhi kancane kancane langena emakethe yetiyetha yasekhaya yangasese.
Ukukhula kwemakethe ye-LED ene-pitch encane kuqina kakhulu futhi kuzinzile.Eminyakeni emithathu edlule, nakuba ingxenye yesidingo semakethe ithintwe yilolu bhubhane, ukwanda kwezimfuno ezintsha ezifana ne-teleconferencing kanye nemfundo yebanga kubangele isidingo semishini yenkomfa ye-LED yonke into eyodwa.Ngasikhathi sinye, ukudubula okubonakalayo kwe-XR nakho sekudumile eminyakeni emibili edlule.Ukuthengiswa kwalezi zimakethe ezimbili ezisafufusa ngo-2022 kuzobe kusondele ku-4 billion, okuzoba ngaphezu kwe-10% yenani eliphelele lezikhala ezincane.Kungenxa nje yokwandiswa okuqhubekayo kwemingcele yohlelo ukuthi ukukhula kwemakethe ye-LED ene-pitch encane kuqina kakhulu.Futhi lapho isimo somnotho sithuthuka, izinkambu ezihlukahlukene zohlelo lokusebenza zizosebenza kakhulu ekuthuthukiseni imishini yokubonisa, futhi imakethe ye-LED ye-pitch encane izophinde ibonise ukuguquguquka okuhle kokukhula.Ngakho-ke, i-LED-pitch encane iyimakethe enokukhula okuqhubekayo.Ngokocwaningo, usayizi wemakethe yokubonisa i-LED emhlabeni jikelele uzoba ngu-US$4.2 billion ngo-2022, okuwukukhuphuka ngo-12% kusukela ngo-2021. imibukiso, indawo yenkomfa yezinkampani kanye nemfundo, ukudayisa kanye nemibukiso, izinhlelo zokusebenza zokuzijabulisa nezeshashalazi zinokukhula okusobala kakhulu.Ukukhula konyaka nonyaka ngo-2022 kulindeleke ukuthi kube ngu-14%, 13% no-41% ngokulandelana..Ukudubula okubonakalayo kwe-XR sekuphenduke isicelo esikhulayo esikhulayo emakethe ye-pitch encane eminyakeni emibili edlule.Usayizi wemakethe uzofinyelela ezigidini ezingama-400 zamadola aseMelika ngo-2022, okuwukukhula konyaka okungaphezulu kwama-50%.
Kulinganiselwa ukuthi ukuthengiswa kwemakethe ye-LED ye-LED encane kuzodlula ama-yuan ayizigidi eziyizinkulungwane ezingu-20 ngo-2022, futhi izinga lokukhula elihlanganisiwe lizoba cishe ku-15% eminyakeni emine ezayo.Nakuba ubhubhane lwasekhaya lunomthelela esidingweni sangempela sezikhala ezincane, futhi ukuthengisa kwangempela kwehlile, inkambiso yokukhula yemakethe encane yokuhlukanisa izikhala ayishintshile.
Isikhathi sokuthumela: Mar-20-2023