Ngemuva koMkhosi we-Dragon Boat, ingxenye yokuqala ka-2020 ebinzima kakhulu isidlulile, ingenisa engxenyeni yesibili yonyaka lapho imakethe elindelwe yizinkampani zesikrini ezahlukahlukene kulindeleke ukuthi ilulame ngokuphelele. Ukuze kuhlangatshezwane nokusimama okuzayo kwemakethe engxenyeni yesibili yonyaka, izinkampani ezinkulu ze-LED zihlele kusenesikhathi futhi zandisa ukwakheka ngendlela ukuze kuhlatshwe indlela yentuthuko elandelayo yenkampani. Ochungechungeni lwakamuva lwemboni ye-LED, zonke izinkampani zithathe izinyathelo zokuhlanganisa amandla ukuze zingene embonini eshisayo ukuze zibambe amathuba emakethe.
Isidingo sezibonisi ze-LED ezinephimbo elincane siyaqhubeka nokuba namandla
Ngemuva kweminyaka yokuthuthukiswa okusheshayo kwezibonisi ze-LED ezincane,imakethe iyonke isiqalile ukungena esikhathini sokuthuthuka kancane, futhi izinga lokukhula livame ukuzinza. Ngokusho kwe- "Blue Book of China's LED Display Industry Analysis and Forecast", izinga lokukhula kwemakethe yokubonisa i-LED encane likhombisa ukwehla njalo ngonyaka, okusho ukuthi isikhathi segolide se-pitch encane sesizodlula. Kodwa-ke, ekuqaleni kwalo nyaka, ngenxa yesidingo sokuvimbela nokulawula ubhubhane, isidingo sokuboniswa kwe-LED-pitch encane esikhungweni sokuyala nokuqapha kanye nemibukiso yenkomfa yevidiyo sakhuthazwa, okwenza izinkampani zesikrini ukuba zisheshise ukukhiqizwa kwe-small- ama-pitch displays futhi wethule inkomfa ehlakaniphile konke-kukodwa ukuze kuhlangatshezwane nezidingo zalolu bhubhane. Ngaleso sikhathi, ukusebenza kwezinkampani zesikrini kwanda. Ngokwezibalo zama-ejensi athintekayo, ngekota yokuqala ka-2020, ukuthengiswa kwezibonisi ze- Izibonisi ze- LED bekungama-yuan ayizigidi eziyizinkulungwane eziyi-1.56, kwehle ngo-14.2% unyaka nonyaka, kanti indawo yokuthengisa yayingamamitha-skwele angama-35.9K, yehle ngo-3% ngonyaka. -ngonyaka. Nakuba isidingo semakethe siyehla, uma siqhathaniswa nezinye izinkambu, ukuboniswa kwe-pitch encane kuyimboni eqhuba ukusebenza. Lokhu kungabonakala kumibiko yekota yokuqala yezinkampani ezinkulu zesikrini, futhi ukwehla kwesidingo semakethe akukukhulu, okuheha izinkampani eziningi Faka umkhakha we-LED-pitch displays encane, hlola ukuthi kungenzeka yini insimu yayo emkhakheni wezinkampani ezincane. -phimisa, thola imikhiqizo enephimbo elincane, futhi inothise izinhlobo zokuboniswa kwephimbo elincane.
Ngemuva kokungena ngoMeyi, ngokuqala kabusha komsebenzi namakilasi ezweni lami, isidingo semakethe sezindawo ezincane sehlile, okuhambisana nokutholwa kwezinye izindawo zemakethe yokubonisa i-LED, izinga lokukhula kwesidingo sokuboniswa kwe-pitch encane ye-LED sehlile futhi. . Ekuqaleni kwalo nyaka, uhlelo lukazwelonke lwamasu “engqalasizinda entsha” lwafakwa ku-ajenda, futhi amathuba alo ahlobene nencazelo ephezulu yetheminali ehlakaniphile avuselela isasasa lezinkampani zesikrini ngezibonisi ze-LED ezinephimbo elincane. Izinkampani eziningi embonini zithe zinethemba ngamathuba amasha engqalasizinda futhi zilinde ukwethulwa kwezinqubomgomo ezintsha eziphathelene nengqalasizinda, futhi zinethemba lokuthi ngesidingo sengqalasizinda entsha yokubonisa ama-LED amancane, umthelela walolu bhubhane ezinkampanini zabo. engxenyeni yokuqala yonyaka izoncishiswa. Ezingqungqutheleni ezimbili zikaMeyi, izwe lifake ingqalasizinda emisha njengomhlahlandlela obalulekile wentuthuko kazwelonke, okusho ukuthi izwe lizokwethula izinhlelo ezifanele engxenyeni yesibili yonyaka ukuze kuthuthukiswe ukwakhiwa kwengqalasizinda emisha, futhi amaphrojekthi ombukiso we-LED azokhula. ngokufanele. Imboni iphinde yangenisa isikhathi sokuthuthuka ngokushesha kwezibonisi ze-LED ezinephimbo elincane.
Uhlangothi lokupakisha luqhudelana nelungelo lokukhulumela iMini/Micro LED
Ngokuhlomula nengqalasizinda entsha, inkambiso ejwayelekile yohlangothi lwebhizinisi lesikrini engxenyeni yesibili yonyaka isibonisi se-LED esine-pitch encane, kanye nohlangothi lwephakeji ngenxa yokusilela emuva okukhulu kwe-inventory eminyakeni emibili edlule, amanani entengo yama-chips kanye ubuhlalu bezibani buyaqhubeka nokuba buphansi, futhi ukuncintisana kwamanani embonini kushubile Ukuqeda inqwaba yamabhizinisi kuye kwakhuphula ukugxila embonini. Ubuhlalu bezibani obuwele empini yamanani banenzuzo ephansi. Ukuze kwandiswe inzuzo yezinkampani, izinkampani eziningi zikhetha ukufaka ubuhlalu besibani esincane. Kodwa-ke, ngisho noma i-pitch encane inomfutho oqinile, isabelo semakethe jikelele asiyona eyejwayelekile, futhi inani elikhulayo lezinkampani ezincintisanayo libangele ukuncintisana okunamandla emkhakheni wobuhlalu belambu elincane. Ukwengeza, ukuncishiswa kwentengo kwakamuva kwezibonisi ze-LED ze-pitch encane sekuphenduke inkambiso, futhi izinkampani zesikrini ezingezansi zizodinga nokwehliswa kwentengo ukuze kwehliswe izindleko. Ngakho-ke, ubuhlalu bokubonisa be-LED be-pitch encane besikhathi esizayo nabo buzobhekana negagasi lokwehliswa kwentengo.
Ngalesi sikhathi, imboni ye-Mini/Micro LED idume kakhulu futhi yaziwa njengesizukulwane esisha sobuchwepheshe bokubonisa. Ngokungeziwe ezindabeni zokuthi i-Apple izosebenzisa i- MiniLED kumatheminali eselula, ukuze ingene ku-Apple chain kanye nezinkundla zokubonisa ukuphela kweselula, abakhiqizi abaningi bokupakisha banayo Phambilini, iqale ukubeka inkambu yokubonisa iMini/Micro LED, futhi muva nje ine bahlanganyele izandla nezinkampani ezansi nomfula ukuze zihlangane ukuze zihlasele iMini/Micro LED. Ngokwemibiko yabezindaba yaseKorea, i-Apple engu-12.9-inch iPad Pro ene-Mini LED display ingene esigabeni sokukhiqiza isilingo; Umdondoshiya we-chip waseShayina i-San'an Optoelectronics ungomunye wabahlinzeki be-Samsung ababalulekile be-Mini/Micro LED chip. Kulo nyaka, iphinde yabambisana ne-TCL Technology. Kusungulwe ilabhorethri ehlangene ye-Micro LED; I-HC Semitek ngeke inyuse ama-yuan angeqile ku-1.5 billion, lapho kuzotshalwa khona izigidigidi eziyi-1.2 ku-Mini/Micro LED R&D kanye namaphrojekthi wokukhiqiza. Eminyakeni emithathu yokwakha, ukukhishwa konyaka kwama-950,000 4-inch Mini/Micro LED epitaxial wafers; I-Jucan Optoelectronics ihlela ukukhuphula ama-yuan angekho ngaphezu kwebhiliyoni elingu-1 ukuze kwandiswe futhi kuthuthukiswe ama-chips e-LED asebenza kahle kakhulu, futhi ikholelwa ukuthi izinhlelo ezintsha zokubonisa ezineMini/Micro LED njengomongo zizoba umjikelezo omusha wama-chips e-LED Amandla amakhulu okushayela. ukukhula; I-National Star Optoelectronics ihlela ukwandisa ukwakheka nokuthuthukiswa kwezindawo ezisafufusa njenge-Mini LED, futhi ithuthukise ukuncintisana kwemikhiqizo ewumgogodla yenkampani kanye nesabelo semakethe emakethe ephakathi kuya kwephezulu; I-Ruifeng Optoelectronics ihlela ukwandisa ukutshalwa kwezimali okungaba yizigidi ezingama-700 zamayuan Mini/Micro LED namanye amaphrojekthi; eziningi zalezi zinkampani zokupakisha sezizuze ukukhiqizwa ngobuningi bemikhiqizo ye-Mini LED, ezithatha ilungelo lokukhuluma ngesibonisi se-Mini LED kusengaphambili. Uma i-Mini/Micro LED isikhule emkhakheni wamatheminali eselula, izoheha izinkampani eziningi zokupakisha nama-chip kuthrekhi ye-Mini/Micro LED, futhi izophinda iqalise umjikelezo omusha womjaho wokupakisha.
Ubuchwepheshe bokukhombisa ubuciko namasiko buvuthiwe futhi isidingo sikhula kancane kancane
Esikhathini esedlule, umbukiso wokuqamba we-"Julang" emigwaqweni yaseSeoul uhehe abantu ukuthi bangene emgwaqeni, futhi kwasusa izingxoxo eziningi embonini. Imodi yayo yokubonisa ye-LED enobuhlakani negxilile ishaye elinye igebe emakethe yohlelo lokusebenza lwesibonisi se-LED. Ngokusho kolwazi, "uJulang" akulona icala lokufaka isicelo. Ithimba labaklami ngemuva kwalo lisebenzise ngempumelelo ukusebenzisana kwesikrini somuntu se-Chengdu RENHE SHOPPINGMALL, i-Seoul SHINSEGAEDUTYHULA ISIGCAWU esibheke phansi isibonisi se-3D LED, i-Seoul Hyundai VR Experience Hall kanye namacala eSifundazwe saseGyeonggi afana ne-LED MEDIA TOWER anele ukufakazela ukuvuthwa kwalobu buchwepheshe futhi isicelo. Engxenyeni yokuqala yonyaka, ngenxa yalolu bhubhane, ukugeleza kwabantu ezinxanxatheleni zezitolo ezinkulu nasemigwaqweni yezohwebo kwehle, futhi inzuzo yehla. Ngisho nemikhiqizo yomhlaba wonke ibhekene nesimo sokuvala izitolo zakwamanye amazwe. Ngakho-ke, ukuze kuhehe abantu abaningi, izitolo ezinkulu kanye nemigwaqo yezentengiselwano yethule imisebenzi ehlukene yesaphulelo, futhi yakha izindawo zokungena kosaziwayo ku-inthanethi ukuze kukhuthazwe ukusetshenziswa kwezivakashi. Ngalesi sikhathi, isibonisi sokudala se-"Julang" siletha umbono omusha kutheminali, okwandisa ukuhamba kwabantu ngesibonisi sobuciko esingasebenzisana nezikrini zabantu kanye nemiphumela yokubuka ye-3D eguquguqukayo, ngaleyo ndlela kuqhubekisele phambili ukukhula kwesidingo sezibonisi zokudala ze-LED. . Ngaphezu kwalokho, ukwethulwa kokuqukethwe kokuboniswa kwamasiko okudala akuncikile kuphela ekubonisweni kwe-LED, kodwa futhi kuncike ekuphumeni kwesistimu yokulawula nokuklama kweqembu. Ngakho-ke, ukubuyiselwa kwemakethe sekukonke engxenyeni yesibili yonyaka kuzophinde kuqhubekisele phambili ukwanda kwesidingo sokubukisa kwamasiko okudala. Shayela ukuthuthukiswa kwezikrini ezimise okukhethekile ze-LED namasistimu okulawula.
Ukwengeza, imiklamo yezokuvakasha kwezamasiko kwezinye izindawo zezwe lethu izodlulisa amagugu endawo ngendlela yemidlalo. Izibonisi ze-LED azikwazi ukusetshenziswa njengesizinda kuphela ukushintsha izigcawu ezihlukahlukene, kodwa futhi zingashintsha izindawo ukuze zengeze umbala ezenzweni zamasiko. Ngakho-ke, izibonisi ze-LED zisetshenziswa ekusebenzeni kwamasiko. Isidingo samaphrojekthi wezokuvakasha siye sakhula kancane kancane. Manje ukusetshenziswa kombukiso wokudala we-"Julang" sekuvuthiwe. Ngamanye amazwi, amaphrojekthi wesikhathi esizayo wezokuvakasha kwamasiko ahlobene nezibonisi ze-LED angasebenzisa lobu buchwepheshe ukuze kuthuthukiswe ubuhlakani nokwazisa amaphrojekthi okuvakasha kwamasiko. Imiklamo yezokuvakasha isesimweni sokukhula kancane kancane, okuzophinde kuqhubekisele phambili isidingo semibukiso yamasiko enobuciko.
Ingxenye yokuqala ka-2020 isiphelile, kanti ukuvulwa kancane kancane kwemicimbi eyahlukene ezweni lami kusho ukuthi izindawo ezinkulu seziqalile ukuqalisa ukusebenza, okulungele ukubuyiswa nokuqala kwemiklamo yezindawo. Ngaphezu kwalokho, imibukiso emikhulu yokubonisa i-LED nayo isethe isikhathi sayo, futhi imisebenzi ehlukahlukene yezinkampani isiqalile ukukhuthaza ekuqaleni. Imisebenzi yemboni yokubonisa i-LED isiqalile ukubuyela endleleni efanele. Ngalesi sikhathi, amathuba engqalasizinda emisha, I-Mini/Micro LED kanye nezibonisi zamasiko zokudala Imakethe yesikrini izosiza izinkampani zokubonisa i-LED zandise izimakethe zazo, zithuthukise ukusebenza kwenkampani, futhi zilungise ijubane lemisebenzi yezinkampani.
Isikhathi sokuthumela: Oct-23-2020