Amathuba nezinselelo zemakethe yokubonisa ye-LED yomhlaba wonke ngo-2022
Ngo-2021, isidingo semakethe seIzibonisi ze-LEDizokhula kakhulu, njengoba isikali somhlaba sifinyelela ku-$6.8 billion, okuwukukhula konyaka okungaphezu kwama-23%.Kuyaphawuleka ukuthi ngokwanda kwesidingo sasekhaya, cishe u-40% wezikrini zokubonisa emhlabeni ziseShayina.Ukumaketha kwesiteshi kuphinde kwathinta isidingo semakethe, okwenza kube indlela yokuthengisa eyinhloko yokuthatha indawo yokukhangisa kobunjiniyela.Eminyakeni emibili edlule, ukuthengiswa kwezibonisi ze-LED zamashaneli kwenyuke kakhulu.Ngemva kokusungulwa kwemodeli yesiteshi, amandla omkhiqizo avele agqama.Izinkampani ezihamba phambili ezifana ne-Leyard ne-Unilumin zingasebenzisa ithuba lomkhiqizo wazo ukwandisa isabelo sazo semakethe.Kulo mongo, ukugxilwa kwezimboni kuye kwathuthuka ngokwengeziwe, futhi isabelo semakethe sabakhiqizi abaphezulu abayishumi sizokhuphuka siye ku-71% ngo-2021, futhi kulindeleke ukuthi siqhubeke nokukhula kulo nyaka.
Njengamanje, kunabakhiqizi abaningi ngokwengeziwe emkhakheni wokubonisa oqondile, njengeNationstar, Kaixun, Zhongjing, Zhaochi nabanye abakhiqizi abasha.Esikhathini esidlule, i-Sanan, i-Huacan, i-Epistar, i-Ganzhao ne-Silan Micro ingumkhiqizi oyinhloko.Imakethe ye-chip ye-LED yesibonisi sesiteshi yimbi kakhulu.Ngenxa yezidingo zayo zokucaciswa eziphansi kanye nezithiyo zokungena eziphansi, ukuncintisana kwemakethe kulindeleke ukuthi kukhule kancane kancane.
Emkhakheni wokupakisha, ngo-2021, ikakhulukazi eqhutshwa ama-LED ezimoto, izibani nezibonisi ze-LED, imakethe yokupakisha ye-LED yomhlaba wonke izofinyelela ku-US $ 17.65 billion, ukukhuphuka konyaka ngonyaka ngo-15.4%.Phakathi kwazo, usayizi wemakethe wokupakisha we-LED ungama-dollar ayizigidi eziyizinkulungwane eziyi-1.7, obala u-10% wayo yonke inkambu yokupakisha.Kusukela ngo-2020 kuya ku-2021, ngemva kokubhekana nokungqubuzana kwezohwebo phakathi kwe-Sino-US, ukugxilwa kwezimboni kuzothuthukiswa futhi, futhi ukugxila kwezimboni zamabhizinisi aphezulu ayi-10 kuzokhuphuka ngo-10% kuya ku-84%.Ngokuzayo, ngokwanda kancane kancane kwamandla okukhiqiza, ukugxilwa kwezimboni kuzothuthukiswa nakakhulu.Abakhiqizi abafana ne-National Star kanye ne-Jingtai basanda kwandisa umthamo wabo wokukhiqiza.
Iqhutshwa yisidingo setheminali, isidingo semikhiqizo ekhuphukayo yezibonisi ze-LED sikhuphuke unyaka nonyaka.Emkhakheni wama-chip, usayizi wemakethe wama-chips e-LED uzogxumela ku-US$3.6 billion ngo-2021, kanti izinga lokukhula elingandile elingu-45% libangelwa ikakhulukazi ukukhula kokukhanya, ama-LED ezimoto, imibukiso neminye imikhakha.Phakathi kwazo, usayizi wemakethe ye-chip yesibonisi se-LED usondele ku-700 wezigidi zamadola aseMelika, okuwukunyuka okucishe kube ngama-60% unyaka nonyaka.Yize ukuthunyelwa kwama-Mini LED display chips bekuphansi kunalokho obekulindelwe, ukukhula kwawo bekumuhle.Ngokwezibalo ze-TrendForce, ukuthunyelwa okuphelele kwama-4-inch Mini LED display epitaxial wafers kuzokhuphuka cishe ngo-50% ngo-2021 ngokusekelwe ohlangothini lwe-chip.Ama-MiniLED chips awasetshenziswa kuphela emakethe engaphansi kwe-P1.0, kodwa futhi emakethe ephezulu ye-P1.2 ngishoI-P1.5.
Ukugxila komkhakha we-chip obonisa i-LED kuyaqhubeka nokukhuphuka, futhi isabelo semakethe sabakhiqizi abahlanu abaphezulu ngo-2021 sizofinyelela ngaphezulu kwama-90%.Ngokuthuthuka okusheshayo kwemakethe ye-chip chip eminyakeni yamuva nje, inani labakhiqizi abangena kulo mkhakha liye landa kancane kancane, futhi ukuncintisana kwemakethe kuye kwanda.
Ngokuthuthuka okuqhubekayo kobuchwepheshe, inkambu yesicelo se-pitch encane iye yanda kancane kancane, futhi abakhiqizi abaningi baye bakhangwa ukuthi bangene emkhakheni wokuboniswa kwe-LED.Ngesikhathi kuvela ubuchwepheshe be-MiniLED display, izinkampani ezintsha ezifana noZhongqi noLijingwei nazo zangena emkhakheni wokupakisha.Akukhona lokho kuphela, abakhiqizi besibonisi se-LED abavela ezansi nomfula nabo banwebele emkhakheni wokupakisha.Esikhathini esizayo, ngemva kokukhiqizwa kweI-Mini/Micro LED, iphethini yasekuqaleni emkhakheni wokupakisha ingase yephulwe, futhi ukugxilwa kwemboni kuzophinde kuhlanjululwe ngabangenayo abasha.
Emkhakheni wama-IC womshayeli wesibonisi we-LED, kokubili ivolumu nentengo kukhuphukile.Ngo-2021, imakethe ye-IC yomshayeli wesibonisi we-LED izodlula ama-US $700 wezigidi, okuwukukhuphuka konyaka nonyaka cishe izikhathi ezi-1.2, ikakhulukazi ngenxa yokwanda kokuthunyelwa ngo-2021, okuzonyusa amanani, futhi abakhiqizi be-IC bazoba abakhiqizi. ihhashi elimnyama elishisayo emakethe yamasheya ka-2021.Njengamanje, umshayeli we-IC useyimboni egxile kakhulu, kanti abakhiqizi abahlanu abaphezulu benza cishe u-89% wemakethe.
Isikhathi sokuthumela: Jul-01-2022