Ngo-2022, ngaphansi komthelela we-COVID-19, imakethe ye-LED yasekhaya izokwehla. Kulindeleke ukuthi njengoba imisebenzi yezomnotho iqala kabusha, imakethe ye-LED nayo izoletha ukusimama.Izikrini eziguqukayofuthiizikrini ezimise okukhethekilebabe nesidingo esiqinile semakethe. Ngokuthuthuka kobuchwepheshe be-Mini/Micro LED nomoya ofudumele wokwakha wedijithali waseChina, imakethe ye-LED kulindeleke ukuthi ikhule ngokuqhubekayo.
Kulolu shicilelo, sibala amathrendi angu-4 obuchwepheshe kanye nokusebenza kwemakethe kwezixhumanisi ezihlukahlukene embonini yokubonisa ngo-2023 ukuze uthole ireferensi yakho kanye nokuqinisekiswa.
1: Imboni ye-LED izoletha iphethini yomkhiqizo omusha
Yize isidingo sizoma ngo-2022, izenzo zokuhlanganiswa kwezimboni zivamile. Ngokwesibikezelo sokuziphatha kokuhlanganiswa kwamabhizinisi abalulekile okuhlanganiswe ucwaningo olugunyaziwe oluthi “2022Q4 LED Industry Quarterly Report”, maningi amathuba okuthi lo nyaka ulethe iphethini yomkhiqizo omusha ohlangothini lwe-chip, ohlangothini lokupakisha, kanye nohlangothi lokubonisa.
Izinguquko kumalungelo okulawula ezinkampani ezisohlwini oluhlobene ne-LED kumakota amathathu okuqala ka-2022
I-Hisense Visual & Changelight
Maphakathi noMashi, i-Hisense Visual yatshala amasheya ayizigidi ezingama-496 ku-Qianzhao Optoelectronics. Ukubamba okwalandela kukhuphuke izikhathi eziningana, ngenani eliphelele lemali yesabelomali engu-13.29%, kwaba umnikazi wamasheya omkhulu we-Qianzhao Optoelectronics.
I-BOE & HC Semitek
Ekupheleni kuka-Okthoba, i-HC Semitek ihlela ukushintsha ukulawula kwayo, futhi okuhlosiwe okuqondile kuzothola u-20% -30% wamasheya. NgoMeyi 2021, i-Huashi Holdings yabamba ingxenye engu-24.87% ku-Huacan Optoelectronics, yaba umnikazi wamasheya omkhulu wenkampani.
I-Shenzhen State-owned Assets & AMTC
NgoMeyi, umnikazi wamasheya olawulayo kanye nesilawuli sangempela se-Zhaochi Co., Ltd. sashintshwa kwaba Izimpahla Zombuso wase-Shenzhen, ngentengo yokudlulisela engu-4.368 billion. ngemva kokubeletha. I-Capital Group kanye ne-Yixin Investment ibambe u-14.73% no-5% wamasheya ngokulandelana
Nationstar Optoelectronics & Yancheng Dongshan
Ngomhla ziyi-10 ku-Okthoba, i-Nationstar Optoelectronics ihlele ukuthenga ingxenye engu-60% e-Yancheng Dongshan ngemali. Uma umsebenzi usuqediwe, i-Dongshan Precision ne-Guoxing Optoelectronics izobamba u-40% no-60% wemali elinganayo yase-Yancheng Dongshan ngokulandelanayo.
I-Nanfeng Investment & Liantronics
Ngo-August 10, i-Lianjian Optoelectronics yakhipha isimemezelo sokushintsha ubunikazi bamasheya futhi inani lentengiselwano lalingu-RMB 215 million; ngemuva kokuqedwa kokwenziwayo, i-Nanfeng Investment ibambe u-1504% wamasheya
2: Umfutho wokukhula we-Mini/Micro LED uhlala unganciphi
Ngo-2022, izingxenye eziningi zemboni zizokwenza isicaba, kodwa iMini/Micro LED isazoqhubeka nokukhula. Ngokombono wama-chips e-LED akhuphuka nomfula, inani eliphelele lokukhiphayo lama-Mini LED backlight chips, ama-Mini LED RGB chips nama-Micro LED chips afinyelele ku-4.26 billion wamayuan, okuwukunyuka konyaka cishe ngo-50%.
Ama-chips amancane/amancane e-LED nezimo zohlelo lokusebenza (2022)
Ukungena ku-2023, ngokukhishwa kokuvimbela nokulawula ubhubhane, inqubo yokwenziwa kwezimboni ye-Mini/Micro LED izosetshenziswa njengoba kuhleliwe.
Ngokuphathelene ne-Mini LED backlight, sekuvele kukhona ukuvumelana ngesisombululo esijwayelekile, ngakho-ke kulindeleke ukuthi kugcinwe ukukhula okuthile ngo-2023 ngaphansi kwesimo sokuthuthuka okuqhubekayo ekusebenzeni kwezindleko;
Ngokuphathelene ne-Mini LED RGB, ngokukhuphuka kokuthunyelwa kanye nemikhiqizo, amanani entengo ye-chip yehlile endaweni emnandi yevolumu enzima, futhi imikhiqizo ekhona yokubonisa i-LED ephezulu isiqalile ukushintshwa. Kulindeleke ukuthi umfutho wokukhula ngo-2022 ugcinwe ngo-2023.
2021-2026 Isibikezelo Sevalue Yokukhiqiza Kwe-Chip Mini/Micro LED
3: Isibonisi se-Metaverse LED sikhanya sibe ngokoqobo
Uma sikhuluma ngegama okuxoxwe ngalo kakhulu ngo-2022, kufanele kube "Metaverse". Ubuchwepheshe obahlukahlukene njengekhompyutha egxilile, i-edge computing, ukufunda okujulile, inethiwekhi ehlukaniselwe amazwe, izinjini ezinikezelayo, njll. buye bazuza impumelelo, kancane kancane baletha imibono enesibindi yomuntu ibe ngokoqobo. Nakuba, ekuqaleni kwalo nyaka, i-chatGPT ngokusobala yayintshontsha ukukhanya, okwavula umjikelezo omusha wemijaho yezikhali ehlanyayo emhlabeni wezobuchwepheshe. Kodwa-ke, uma sibheka isimo sangempela semboni, izitayela ezifanele zibonakala ikakhulukazi ku-CES ne-ISE, imibukiso emibili emikhulu imboni yokubonisa esanda kuyinaka. Imakethe enkulukazi iyathuthuka.
I-Global VP ne-XR inani eliphelele lokuphumayo
4: Imboni ibuyela endleleni yokukhula
Okokuqala, kusukela kusifinyezo sokusebenza sika-2022 ku-"LED Screen Industry Quarterly Report", kungabonakala ukuthi ukusebenza kwezinkampani eziningi kwehle unyaka nonyaka.
Isibikezelo sokusebenza se-LED nabakhiqizi bokubonisa ngo-2022
Ngemuva kwengcindezi ekusebenzeni kwezinkampani eziningi ukuswelakala kwesidingo semakethe okubangelwa ubhubhane, okubangele ukuthi intengo nomthamo wehle ngendlela efanayo. Sithatha umkhakha wokuboniswa kwe-LED njengesibonelo, ngokuya nge-“2022 Small Pitch and Micro Pitch Research White Paper”, isidingo somkhakha samaphikseli e-LED sizoba cishe ngu-90,000KK/ngenyanga ngo-2021, futhi cishe 60,000~70,000KK/ngenyanga ngo-2022. , okubonisa ukwehla okukhulu kwesidingo. Ngo-2023, ukuvimbela nokulawula ubhubhane lwasekhaya kuzoxegiswa, futhi inqubomgomo izogxila ekuvuseleleni umnotho. Ngasohlangothini lwangaphandle, ithonya lenqubomgomo yezimali esetshenziswe yi-Federal Reserve yehlile; ke, izici ezimbili ezinkulu ezithinta umnotho wasekhaya nowangaphandle ngo-2022 zizofiphala kancane kancane ngo-2023; kungabonakala ukuthi ukusimama komnotho kuzogqugquzela ukusimama kwezimboni.
Kuyaqapheleka futhi ukuthi ngoMkhosi Wasentwasahlobo ngo-2023, izinkampani ezahlukene ze-LED sezivele ziye phesheya kwezilwandle ukuyobamba iqhaza embukisweni we-ISE, omemezele ngokusemthethweni uhambo olusha lwemboni ye-LED “lwenkathi engenalo ubhubhane”.
Sekukonke, kuqinisekile ukuthi imboni izobuyela emzileni wokukhula. Unyaka wonke ukhombisa ukwehla kokuqala bese kukhuphuka. Okusho ukuthi, ingxenye yokuqala yonyaka ingaphansi kwengcindezi, kanti ingxenye yesibili yonyaka kulindeleke ukuthi iphinde ibuyele ekululameni. Ingqikithi isalokhu inethemba ngokuqapha.
Izinguquko Zesidingo Semakethe Yokubonisa I-LED Yomhlaba Wonke
Ngemuva kobhubhane lwe-COVID-19 ngo-2023, imakethe ye-LED izoqala kabusha ngethrekhi efanele.XYGLEDiphikelela ekulandeleni umzila womkhiqizo osungulwe yinkampani, icwengisa imikhiqizo ebalulekile, ikhulise izinzuzo zomkhiqizo futhi iqhubeke nokuhlakulela izingxenye zemakethe. Inkampani izocwaninga ngokujulileIzikrini zaphansi ze-LED, ukunqoba ubunzima, ukuxazulula izinkinga ezikhona embonini, ukuqhubeka nokudlala umoya "wobuholi", ukuhlanganisa ukuphumelela okuncane ekuphumeleleni okukhulu, futhi kufinyelele umphumela we-"1+1>2". Ngemuva kokunqoba ubunzima bokusebenza, i-XYGLED izosebenzisa ubuchwepheshe obusha emikhakheni eminingi futhi ilethe amacala akudala kakhulu. Ngeke siyishintshe inhloso yethu yasekuqaleni futhi siqhubeke nokuphokophela phambili!
Umshwana wokuzihlangula: Ingxenye yolwazi lwendatshana ivela ku-inthanethi. Le webhusayithi inomthwalo wemfanelo kuphela wokuhlunga, ukuhlela, nokuhlela izindatshana. Kwenzelwe inhloso yokudlulisa ulwazi olwengeziwe, futhi akusho ukuvumelana nemibono yayo noma ukuqinisekisa ubuqiniso bokuqukethwe kwayo. , uma izindatshana nemibhalo yesandla kule sayithi ibandakanya izinkinga ze-copyright, sicela uxhumane nalesi sizinda ngesikhathi, futhi sizobhekana ngokushesha ngangokunokwenzeka.
Isikhathi sokuthumela: May-24-2023
