Isisekelo sakamuva se-LED Industry Demand and Supply Data Base se-TrendForce sithola ukuthi, ngo-2024, imakethe yomhlaba wonke yeMini/Micro LED kulindeleke ukuthi ifinyelele ku-$4.2 billion emalini engenayo. Umbono omuhle wemboni yeMini/Micro LED uhehe abatshalizimali abaningi. Kusukela ngo-2019, inani lokutshalwa kwezimali kumaphrojekthi ahlobene ne-Mini/Micro LED e-China selifinyelele ku-¥39.1 billion (RMB), ngamaphrojekthi asanda kwengezwa angaphezu kuka-14, ngokophenyo lwe-TrendForce. Lokhu kuthutheleka kwezimali okukhulu kulindeleke ukuthi kusheshise isivinini sokuthengiswa kwe-Mini/Micro LED.
Umhlaziyi we-TrendForce u-Allen Yu ubonisa ukuthi, uma kubhekwa ukubambezeleka kwakamuva kokuthengiswa kwe-Mini LED kulo nyaka, abanye abakhiqizi kungenzeka bahlehlise izinhlelo zabo zangempela zokuqongelela i-Mini LED TV futhi baqaphe ukukhiqizwa kwabantu abaningi maphakathi no-2020. Ngakolunye uhlangothi, njengoba iMicro LED isesigabeni se-R&D kubakhiqizi abaningi, ubuchwepheshe busenendlela ende okufanele buhambe ngayo ngaphambi kokuthi bulungele ukusetshenziswa kwezohwebo. Noma kunjalo, abatshalizimali basenethemba ngekusasa le-Mini/Micro LED. Isibonelo, abahlinzeki be-chip namaphakheji be-LED, njenge-San'an Optoelectronics, i-Epistar, i-HC Semitek, i-Nationstar, ne-Refond, kanye nabakhiqizi bezindonga zevidiyo namaphaneli, abafana no-Leyard, Unilumin, TCL CSOT, ne-BOE, bonke bethuliwe. Amaphrojekthi amancane/amancanyana ahlobene ne-LED emzamweni wokuqhubekisela phambili imboni.
NgoJulayi 2019, iSan'an Optoelectronics yaqala iphrojekthi yayo yokuthuthukisa i-Mini/Micro LED wafer kanye nokukhiqiza ama-chip e-Ezhou, eHubei. Le phrojekthi ihloselwe kakhulu ukuthuthukisa izibonisi ezintsha ze-Mini/Micro LED futhi kulindeleke ukuthi ifake imali ebiza u-RMB 12 billion. Ngo-December 2019, u-Leyard no-Epistar batshale ngokuhlanganyela u-RMB 1 bhiliyoni ukuze bakhe isikhungo sokukhiqiza se-Mini/Micro LED eWuxi, eJiangsu. Futhi, ngoMeyi 2020, i-MTC yasungula indlunkulu yayo kanye nezindawo zayo zokupakisha ze-LED esifundeni saseQingshanhu eNanchang, Jiangxi. I-MTC kulindeleke ukuthi yakhe imigqa yokukhiqiza engu-5,000 yemisebenzi yokupakisha ye-LED, ehlanganisa ukupakishwa kwe-Mini/Micro LED, nokutshalwa kwezimali okufika ku-RMB 7 billion.
I-TrendForce ikholelwa ukuthi ukubamba iqhaza kwezinkampani ezingenhla ku-Mini/Micro LED R&D kuzofaka ukuthutheleka kwezimali okuhambisanayo kuzo zonke izici zokuthuthukiswa kobuchwepheshe be-Mini/Micro LED, okuhlanganisa amathuluzi amasha, izinto zokwakha, kanye nobuchwepheshe bokukhiqiza, ngale mizamo yokutshala imali okuholela ekuthuthukisweni kobuchwepheshe be-Mini/Micro LED. ukuvuthwa kwe-supply chain ehlobene.
Isikhathi sokuthumela: Jan-08-2021