Abstract:Ngokuzayo, imakethe yezicelo ezisafufusa zeIzikrini zokubonisa ze-LED, ngaphezu kwendawo yegumbi lokuhlangana kanye nezimakethe zefilimu nezethelevishini, kuhlanganisa nezimakethe ezifana namagumbi okugada, izikrini zangaphandle ze-pitch encane, njll. Ngokuncipha kwezindleko nenqubekelaphambili yezobuchwepheshe, kuzothuthukiswa izindawo eziningi zokufaka izicelo.Nokho, zikhona nezinselele.Ukwehliswa kwezindleko kanye nobuncane besidingo setheminali kuyaphelelisana futhi kuyakhuthazana.
Ngo-2020, ngenxa yomthelela we-COVID-19, isidingo semakethe yokubonisa i-LED sehle kakhulu, ikakhulukazi ezimakethe zaphesheya njenge-Europe kanye ne-United States.Imisebenzi yezentengiselwano nemicimbi yezemidlalo yehle kakhulu, okuzothinta isidingo sokugcina sezibonisi ze-LED.I-Mainland China inkulu emhlabeniIsibonisi se-LEDisisekelo sokukhiqiza, futhi kufaka phakathi ukufinyelela okuphakathi nangaphezulu kwe-chip, izimboni zokupakisha nezisekelayo.Ukwehla okungazelelwe kwesidingo saphesheya kwezilwandle kuthinte izixhumanisi zezimboni zasekhaya ezahlukahlukene ngamazinga ahlukahlukene.
Emkhakheni wemikhiqizo eqediwe yokubukisa, isidingo semakethe sehle kakhulu engxenyeni yokuqala yonyaka.Kusukela ekupheleni kwe-3Q20, isidingo emakethe yaseShayina siye sasimama kancane kancane.Unyaka wonke, ngokwezibalo zokuqala zeTrendForce, usayizi wemakethe yomhlaba wonke ngo-2020 ungamadola ayizigidi eziyizinkulungwane ezingama-5.47, wehle ngo-14% unyaka nonyaka.Mayelana nokugxila embonini, isabelo semakethe sabakhiqizi abakhulu abayisishiyagalombili ngo-2020 sizokhula futhi sifinyelele ku-56%.Ikakhulukazi emakethe yesiteshi, imali engenayo yezinkampani eziholayo iyaqhubeka nokukhula.
Ngokombono wokuhlukaniswa kwezikhala, inani lezikhala ezincane kanye nemikhiqizo ehlukanisayo iphinde yanyuka, ngenani eliphelele elingaphezu kwama-50%.Phakathi kwemikhiqizo ye-pitch encane, ngokwenani lokuphumayo, i-P1.2-P1.6 inenani eliphakeme kakhulu lenani lokuphumayo, elidlula ama-40%, lilandelwa yimikhiqizo ye-P1.7-P2.0.Sibheke phambili ku-2021, isidingo semakethe yaseShayina kulindeleke ukuthi siqhubeke nesimo esiqinile se-4Q20.Nakuba isimo esiwumqedazwe emakethe yamazwe ngamazwe sisaqhubeka, uhulumeni uzophinde athathe izinyathelo ezifanayo.Umthelela emnothweni uzoba ngaphansi kunangonyaka odlule.Isidingo kulindeleke ukuthi silulame.Imakethe yokubonisa i-LED kulindeleke ukuthi ifinyelele kuma-dollar ayizigidi eziyizinkulungwane eziyi-6.13, okuwukukhuphuka konyaka ngo-12%.
Emkhakheni wama-IC abashayeli, imakethe yomhlaba wonke izofinyelela ezigidini ezingama-320 zamadola aseMelika ngo-2020, okuwukukhuphuka ngo-6% unyaka nonyaka, okukhombisa ukukhula okuqhathaniswa nalo mkhuba.Kunezizathu ezimbili eziyinhloko.Ngakolunye uhlangothi, njengoba ukulungiswa kwanda, iphimbo lokubonisa elijwayelekile liyaqhubeka nokuncipha, okukhuthaza ukwanda okuqhubekayo kwesidingo sama-IC abashayeli ababonisi;ngakolunye uhlangothi, amandla okukhiqiza ama-wafers angu-8-intshi ayashoda, futhi izindwangu zithambekele kakhulu.Imikhiqizo yedivayisi yamandla enezilinganiso eziphezulu zenzuzo ye-Foundry iholele ekuhlinzekeni okuqinile kwama-IC abashayeli, okuholela ekwenyukeni kwezintengo zemikhiqizo ethile ye-IC yabashayeli.
I-Driver IC iyimboni egxile kakhulu, futhi abakhiqizi abahlanu abaphezulu banesabelo semakethe esihlanganisiwe esingaphezu kwama-90%.Sibheke phambili ku-2021, nakuba amandla okukhiqiza ama-wafer fabs angu-8-intshi anwetshiwe, isidingo semakethe samadivayisi kagesi afana nomakhalekhukhwini we-5G nezimoto sisaqinile.Ngaphezu kwalokho, isidingo sama-IC driver wephaneli yosayizi omkhulu sinamandla.Ngakho-ke, ukushoda kwamandla okukhiqiza umshayeli we-IC kusenzima ukudambisa , amanani e-IC ayaqhubeka nokukhuphuka, futhi usayizi wemakethe kulindeleke ukuthi uqhubeke ukhula ku-360 wezigidi zamaRandi aseMelika, ukwanda kwe-13%.
Njengoba sibheke ngabomvu amathuba okuthuthukiswa kwesikhathi esizayo kwezibonisi ze-LED, indawo yegumbi lokuhlangana kanye nemakethe yefilimu nethelevishini kulindeleke ukuthi kube yizindawo ezibalulekile zokufaka izicelo zokuboniswa kwe-LED.
Okokuqala ukusetshenziswa kwendawo yegumbi lokuhlangana.Njengamanje, imikhiqizo ejwayelekile ihlanganisa ama-projektha, izibonisi ze-LED nezikrini ze-LCD ezinosayizi omkhulu.Izibonisi ze-LED zisetshenziswa kakhulu emakamelweni amakhulu okuhlangana, futhi amagumbi okuhlangana amancane awakakabandakanyi kumazinga amakhulu.
Kodwa-ke, ngo-2020, abakhiqizi abaningi bathuthukise imikhiqizo ye-LED yonke-in-one.Ama-LED wonke ama-in-one kulindeleke ukuthi athathe indawo yama-projektha.Isidingo samanje somhlaba wonke samaphrojekhtha egumbi lenkomfa sicishe sibe izigidi ezi-5 ngonyaka.
Ngokocwaningo olwenziwe yi-TrendForce, umthamo wokuthengisa we-LED wonke-in-one ngo-2020 udlule amayunithi angu-2,000, okubonisa ukukhula okusheshayo, futhi kunendawo enkulu yokukhula esikhathini esizayo.Inselele enkulu yemishini yenkomfa ye-in-one yinkinga yezindleko.Intengo yamanje isabiza kakhulu, futhi ukwehlisa izindleko kudinga ukusekelwa kwesidingo setheminali.
Izinhlelo zokusebenza emakethe yefilimu nethelevishini ikakhulukazi zifaka izinhlelo ezintathu ezinkulu: ukudlalwa kwetiyetha ye-movie, ukudlalwa kwetiyetha yasekhaya, namabhodi angemuva angaphambili efilimu nomabonakude.Emakethe yesinema, imikhiqizo ehlobene yethuliwe enemiphumela emihle yokubonisa, kodwa izithiyo eziyinhloko ukuthi izindleko ziphezulu kakhulu futhi iziqu ezifanele kunzima ukuzithola.Emakethe yetiyetha yasekhaya, izidingo zokucaciswa zilula, futhi iziqu ezifanele azidingeki.Inselele enkulu yizindleko.Njengamanje, intengo yezibonisi ze-LED ezisetshenziswa kumathiyetha asekhaya iphindwe izikhathi eziningi kunentengo yamaphrojekhtha asezingeni eliphezulu.
Isikrini esingemuva esingaphambili sokukhiqizwa kwefilimu nomabonakude sithatha indawo yemakethe yesibuko esiluhlaza, esingalondoloza izindleko kanye nesikhathi sokukhiqizwa kwefilimu nomabonakude.Isikrini sangemuva sokudubula asidingi isikhala esiphezulu.Isikhala esivamile semikhiqizo yamanje singu-P1.2-P2.5, kodwa umphumela wokubonisa uphakeme kakhulu, udinga i-high dynamic range imaging (HDR), izinga eliphezulu lokuvuselela uhlaka (HFR) kanye ne-High Grayscale, lezi zidingo zizokwandisa konke. izindleko zombukiso.
Ngokuzayo, imakethe ekhulayo yezinhlelo zokusebenza zokubonisa i-LED, ngaphezu kwendawo yegumbi lenkomfa eshiwo ngenhla kanye nezimakethe zefilimu nezethelevishini, ihlanganisa nezimakethe ezifana namagumbi okugada kanye nezikrini ze-pitch encane zangaphandle.Njengoba izindleko zehla nobuchwepheshe buthuthuka, izindawo eziningi zokufaka izicelo zizothinteka.Kuthuthukisiwe.Nokho, zikhona nezinselele.Ukwehliswa kwezindleko kanye nobuncane besidingo setheminali kuyaphelelisana futhi kuyakhuthazana.Indlela yokulima nokuthuthukisa izimakethe ezisafufusa kuzoba isihloko esibalulekile embonini yokubonisa i-LED esikhathini esizayo.
Isikhathi sokuthumela: Sep-08-2021