Muri 2022, bitewe na COVID-19, isoko rya LED ryimbere mu gihugu rizagabanuka. Biteganijwe ko ibikorwa byubukungu bizakomeza, isoko rya LED naryo rizatangira gukira.Ibice byoroshyenaimiterere idasanzweufite isoko rikomeye. Hamwe niterambere rya tekinoroji ya Mini / Micro LED hamwe n’ibidukikije byubatswe byubushinwa byubaka umuyaga ushyushye, isoko rya LED biteganijwe ko rizakomeza kwiyongera.
Muri iki kibazo, turondora inzira 4 za tekiniki nibikorwa byisoko byerekana amasoko atandukanye munganda zerekana muri 2023 kugirango ubone kandi ugenzure.
1: Inganda za LED zizatangiza uburyo bushya
Nubwo icyifuzo kizahagarara muri 2022, ibikorwa byo guhuza inganda ni kenshi. Ukurikije iteganyagihe ryimyitwarire ihuriweho ninganda zingenzi zakozwe nubushakashatsi bwemewe "2022Q4 LED Inganda zigihembwe Raporo", haribishoboka cyane ko uyumwaka uzatangiza imiterere mishya yikimenyetso kuruhande rwa chip, kuruhande, no kuruhande.
Impinduka muburenganzira bwo kugenzura ibigo bifitanye isano na LED bijyanye nigihembwe cya mbere cya 2022
Hisense Biboneka & Impinduka
Hagati muri Werurwe, Hisense Visual yashoye imigabane ingana na miliyoni 496 muri Qianzhao Optoelectronics. Ibikurikiraho byiyongereyeho inshuro nyinshi, hamwe n’umutungo rusange w’imigabane ingana na 13.29%, uba umunyamigabane munini wa Qianzhao Optoelectronics.
BOE & HC Semitek
Mu mpera z'Ukwakira, HC Semitek irateganya guhindura igenzura ryayo, kandi intego zihariye zizabona 20% -30% by'imigabane. Muri Gicurasi 2021, Huashi Holdings yari ifite imigabane 24.87% muri Huacan Optoelectronics, iba umunyamigabane munini w’isosiyete.
Umutungo wa Leta ya Shenzhen & AMTC
Muri Gicurasi, umunyamigabane ugenzura n’umugenzuzi nyirizina wa Zhaochi Co., Ltd. yahinduwe ahinduka Umutungo wa Leta wa Shenzhen, ufite agaciro ka miliyari 4.368. nyuma yo kubyara. Itsinda ry’imari n’ishoramari rya Yixin rifite 14,73% na 5% byimigabane
Nationstar Optoelectronics & Yancheng Dongshan
Ku ya 10 Ukwakira, Nationstar Optoelectronics yateganyaga kugura imigabane 60% muri Yancheng Dongshan mu mafaranga. Niba ibikorwa birangiye, Dongshan Precision na Guoxing Optoelectronics bizatwara 40% na 60% byimigabane ya Yancheng Dongshan.
Nanfeng Ishoramari & Liantronics
Ku ya 10 Kanama, Lianjian Optoelectronics yasohoye itangazo ryo guhindura imigabane kandi igiciro cy’ibicuruzwa cyari miliyoni 215; nyuma yo gucuruza kurangiye, Ishoramari rya Nanfeng ryatwaye imigabane 1504%
2: Imbaraga zo gukura za Mini / Micro LED ntizigabanuka
Muri 2022, ibice byinshi byinganda bizakora neza, ariko Mini / Micro LED izakomeza iterambere. Urebye hejuru ya chip ya LED yo hejuru, ibicuruzwa byose bisohoka bya Mini LED yamashanyarazi, Mini LED RGB hamwe na Micro LED chip byageze kuri miliyari 4.26 yu mwaka, umwaka ushize byiyongera hafi 50%.
Mini / Micro LED chip hamwe nibisabwa (2022)
Kwinjira 2023, hamwe no kurekura gukumira no kurwanya icyorezo, gahunda yinganda za Mini / Micro LED zizashyirwa mubikorwa nkuko byari byateganijwe.
Ku bijyanye n’urumuri rwa Mini LED, hamaze kumvikana ku gisubizo rusange, bityo bikaba biteganijwe ko bizakomeza iterambere runaka mu 2023 mu rwego rwo kurushaho kunoza imikorere y’ibiciro;
Ku bijyanye na Mini LED RGB, hamwe no kwiyongera kw'ibicuruzwa n'umusaruro, ibiciro bya chip byagabanutse ahantu heza h’uburemere buremereye, kandi ibicuruzwa bihanitse byo mu rwego rwo hejuru LED byatangiye gusimburwa. Biteganijwe ko umuvuduko wo gukura muri 2022 uzakomeza muri 2023.
2021-2026 Mini / Micro LED Chip Umusaruro Agaciro Guteganya
3: Metaverse LED yerekana irabagirana mubyukuri
Niba tuvuze ijambo ryaganiriweho cyane muri 2022, rigomba kuba “Metaverse”. Tekinoroji zitandukanye nka comptabilite yibintu, kubara impande zose, kwiga byimbitse, imiyoboro yegerejwe abaturage, gutanga moteri, nibindi byageze ku ntera, buhoro buhoro bizana ibitekerezo byubutwari byabantu mubikorwa. Nubwo, mu ntangiriro zuyu mwaka, chatGPT biragaragara ko yibye icyerekezo, cyafunguye urwego rushya rwamasiganwa yintwaro yumusazi mwisi yikoranabuhanga. Nyamara, urebye uko ibintu byifashe mu nganda, imigendekere myiza igaragara cyane muri CES na ISE, imurikagurisha rikuru inganda zerekanwe vuba aha. Isoko rinini riratera imbere.
Isi yose VP na XR ibisohoka byose
4: Inganda zisubira mu nzira yo gukura
Mbere ya byose, uhereye ku ncamake y'ibikorwa 2022 muri “LED Screen Industry Quarterly Report”, urashobora kubona ko imikorere y'ibigo byinshi yagabanutse umwaka-ku-mwaka.
Imikorere iteganijwe ya LED no kwerekana abayikora muri 2022
Inyuma y’igitutu ku mikorere y’amasosiyete menshi ni isoko ridahwitse ry’isoko ryatewe n’icyorezo, cyatumye igiciro n’ubunini bigabanuka mu cyerekezo kimwe. Dufashe nk'uruganda rwa LED rwerekana urugero, ukurikije “2022 Pitch Small and Micro Pitch Research Paper”, inganda zikenera pigiseli LED zizaba hafi 90.000KK / ukwezi muri 2021, naho hafi 60.000 ~ 70.000KK / ukwezi muri 2022 , yerekana igabanuka rikomeye ryibisabwa. Mu 2023, gukumira no kurwanya icyorezo cy’imbere mu gihugu bizoroherezwa, kandi politiki izibanda ku kuzamura ubukungu. Ku ruhande rw'amahanga, ingaruka za politiki y'ifaranga zashyizwe mu bikorwa na Banki nkuru y’igihugu zaragabanutse; noneho, ibintu bibiri byingenzi bigira ingaruka mubukungu bwimbere mu gihugu n’amahanga muri 2022 bizagenda bishira buhoro buhoro muri 2023; birashobora kugaragara ko kuzamuka kwubukungu bizatera inganda kuzamuka.
Twabibutsa kandi ko mu iserukiramuco ry’impeshyi mu 2023, amasosiyete atandukanye ya LED yamaze kujya mu mahanga kwitabira imurikagurisha rya ISE, ryatangaje ku mugaragaro urugendo rushya rwa LED mu rugendo rushya rw’igihe kitarangwamo icyorezo.
Muri rusange, ni ukuri ko inganda zizasubira mu nzira yo gukura. Umwaka wose werekana kugabanuka kwambere hanyuma kuzamuka. Ni ukuvuga ko igice cya mbere cyumwaka kiri mukibazo, naho igice cya kabiri cyumwaka giteganijwe kongera kugaruka. Muri rusange ikomeza kwitonda.
Kwisi LED Yerekana Isoko Isaba Impinduka
Nyuma yicyorezo cya COVID-19 mu 2023, isoko rya LED rizakomeza inzira nziza.XYGLEDashimangira gukurikiza inzira y’ibicuruzwa byashyizweho n’isosiyete, gutunganya ibicuruzwa byingenzi, kurushaho kwagura ibicuruzwa, no gukomeza guhinga ibice by isoko. Isosiyete izakora ubushakashatsi bwimbitse kuriLED igorofa, gutsinda ingorane, gukemura ibibazo biriho muruganda, komeza ukine umwuka w "ubuyobozi", uhuze utuntu duto duto cyane, kandi ugere ku ngaruka za "1 + 1> 2 ″. Nyuma yo gutsinda ingorane za tekiniki, XYGLED izakoresha ikoranabuhanga rishya mubice byinshi kandi izane imanza za kera. Ntabwo tuzahindura umugambi wambere kandi dukomeze gutera imbere!
Inshingano: Igice cyamakuru yingingo kiva kuri enterineti. Uru rubuga rufite inshingano zo gutondeka, kwandika, no guhindura ingingo. Nibigamije gutanga amakuru menshi, kandi ntibisobanura kwemeranya nibitekerezo byayo cyangwa kwemeza ukuri kwibirimo. , niba ingingo ninyandiko zandikishijwe intoki kururu rubuga zirimo ibibazo byuburenganzira, nyamuneka hamagara kururu rubuga mugihe, kandi tuzabikora vuba bishoboka.
Igihe cyo kohereza: Gicurasi-24-2023
