Amathuba kunye nemiceli mngeni yemarike yokubonisa i-LED yehlabathi ngo-2022
Ngo-2021, imfuno yentengiso yeIziboniso ze-LEDiya kukhula kakhulu, isikali sehlabathi sifikelele kwi-US$6.8 yeebhiliyoni, ukonyuka konyaka ngonyaka okungaphezulu kwama-23%.Kubalulekile ukuqaphela ukuba ngokwanda kweemfuno zasekhaya, phantse i-40% yezikrini zokubonisa zehlabathi ziseChina.Intengiso yesitishi iye yaphinda yafaka imfuno yemarike, iyenza ibe yeyona ndlela iphambili yokuthengisa ukuthatha indawo yokuthengisa yobunjineli.Kwiminyaka emibini edlulileyo, ukuthengiswa kweziboniso ze-LED zetshaneli kuye kwanda kakhulu.Emva kokusekwa kwemodeli yesitishi, amandla e-brand sele evelele.Iinkampani ezihamba phambili ezifana neLeyard kunye ne-Unilumin zinokuthatha inzuzo ye-brand yazo ukwandisa isabelo sabo semarike.Kulo mxholo, ugxininiso loshishino luye lwaphucuka ngakumbi, kwaye isabelo semarike sabavelisi abalishumi abaphezulu siya kunyuka siye kwi-71% ngo-2021, kwaye kulindeleke ukuba siqhubeke sikhula kulo nyaka.
Okwangoku, kukho abavelisi abaninzi ngakumbi kwibala lokubonisa ngokuthe ngqo, njengeNationstar, Kaixun, Zhongjing, Zhaochi kunye nabanye abavelisi abatsha.Ngaphambili, i-Sanan, i-Huacan, i-Epistar, i-Ganzhao kunye ne-Silan Micro ngumenzi oyintloko.Itshaneli ye-LED ebonisa i-chip market imbi ngakumbi.Ngenxa yeemfuno zayo zokuchazwa ezisezantsi kunye nezithintelo zokungena ezisezantsi, ukhuphiswano lwemarike kulindeleke ukuba lunyuke kancinci kancinci.
Kwindawo yokupakisha, ngo-2021, ikakhulu eqhutywa zii-LED zemoto, ukukhanya kunye neziboniso ze-LED, imarike yokupakisha ye-LED yehlabathi iya kufikelela kwi-US $ 17.65 yezigidigidi, ukunyuka konyaka-ngonyaka kwe-15.4%.Phakathi kwabo, ubungakanani bemakethe yokupakisha i-LED bumalunga ne-1.7 yeebhiliyoni zeedola zase-US, i-akhawunti ye-10% yentsimi yonke yokupakisha.Ukususela ngo-2020 ukuya ku-2021, emva kokufumana ingxabano yorhwebo yase-Sino-US, ukuxinwa kwezoshishino kuya kuphuculwa ngakumbi, kwaye ukuxinwa kwamashishini amashishini aphezulu e-10 kuya kwanda nge-10% ukuya kwi-84%.Kwixesha elizayo, ngokwanda kancinci komthamo wemveliso, ugxininiso lwemizi-mveliso luya kuphuculwa ngakumbi.Abavelisi abafana neNkwenkwezi yeSizwe kunye neJingtai basanda kwandisa amandla abo okuvelisa.
Iqhutywa yimfuno yesiphelo, imfuno yeemveliso ezinyukayo zemiboniso ye-LED iye yanda unyaka nonyaka.Kwintsimi yetshiphu, ubungakanani bemarike yeetshiphusi ze-LED buya kutsibela kwi-US$3.6 yeebhiliyoni ngo-2021, kwaye inqanaba lokukhula elinqabileyo nge-45% libangelwa ikakhulu kukukhula kokukhanya, ii-LED zeemoto, imiboniso kunye nezinye iindawo.Phakathi kwabo, ubungakanani bemakethe ye-chip ye-LED busondele kwi-700 yezigidi zeedola zase-US, ukwanda malunga ne-60% ngonyaka.Nangona ukuthunyelwa kweetshiphusi zeMini ze-LED zazisezantsi kunokuba bekulindelwe, ukukhula kwazo kwakukuhle.Ngokwezibalo ze-TrendForce, ukuthunyelwa okupheleleyo kwe-4-intshi ye-Mini ye-LED ebonisa i-epitaxial wafers iya kunyuka malunga ne-50% ngo-2021 ngokusekwe kwicala le-chip.Iitshiphusi ze-MiniLED azisetyenziswanga kuphela kwimarike engezantsi kwe-P1.0, kodwa nakwimarike ephezulu ye-P1.2 kwaye nkquP1.5.
Ugxininiso loshishino lwetshiphu ye-LED luyaqhubeka nokukhula, kwaye isabelo semarike sabavelisi abaphezulu abahlanu ngo-2021 siya kufikelela ngaphezulu kwe-90%.Ngophuhliso olukhawulezayo lwemarike ye-chip yokubonisa kwiminyaka yakutshanje, inani labavelisi abangena kule ntsimi liye landa ngokuthe ngcembe, kwaye ukhuphiswano lwemarike luye lwaqina.
Ngokuhlaziywa okuqhubekayo kwethekhnoloji, intsimi yesicelo se-pitch encinci iye yanda ngokuthe ngcembe, kwaye abaninzi abavelisi baye bakhangwa ukuba bangene kwintsimi yokubonisa i-LED.Xa iteknoloji yokubonisa iMiniLED ibonakala, iinkampani ezintsha ezifana neZhongqi kunye neLijingwei nazo zangena kwindawo yokupakisha.Ayisiyiyo loo nto kuphela, abavelisi be-LED abasuka ezantsi baye banda kwindawo yokupakisha.Kwixesha elizayo, emva kokuveliswa kweMini / Micro LED, iphethini yasekuqaleni kwintsimi yokupakisha ingaphulwa, kwaye ugxininiso loshishino luya kuhlanjululwa ngabangenayo abatsha.
Kwintsimi ye-ICs yomqhubi we-LED, zombini umthamo kunye nexabiso livukile.Ngo-2021, imakethi ye-IC yomqhubi we-LED iya kudlula i-US $ 700 yezigidi, ukunyuka konyaka-ngonyaka phantse amaxesha angama-1.2, ngakumbi ngenxa yokunyuka kokuthunyelwa kwempahla ngo-2021, okuya kuqhuba amaxabiso enyuka, kwaye abavelisi be-IC nabo baya kuba yinkampani. ihashe elimnyama elishushu kwimarike yemasheya ka-2021.Okwangoku, umqhubi we-IC uselishishini eligxininiswe kakhulu, kunye nabavelisi abahlanu abaphezulu abamalunga ne-89% yemarike.
Ixesha lokuposa: Jul-01-2022