Mu 2022, chifukwa cha COVID-19, msika wapakhomo wa LED utsika. Zikuyembekezeka kuti ntchito zachuma zikayambanso, msika wa LED ubweretsanso kuchira.Zowonetsera zosinthikandizowonetsera zooneka mwapaderakukhala ndi kufunikira kwakukulu kwa msika. Ndi kupita patsogolo kwaukadaulo wa Mini/Micro LED komanso mphepo yotentha ya digito yaku China, msika wa LED ukuyembekezeka kukula mosalekeza.
M'magazini ino, tikulemba mndandanda 4 waukadaulo komanso momwe msika ukuyendera wa maulalo osiyanasiyana pamakampani owonetsera mu 2023 kuti mutsimikizire ndikutsimikizira.
1: Makampani opanga ma LED abweretsa mtundu watsopano
Ngakhale kufunikirako kudzachepa mu 2022, zochita za kuphatikiza mafakitale zimachitika pafupipafupi. Malinga ndi kulosera kwa machitidwe ophatikizana a mabizinesi ofunikira omwe adapangidwa ndi kafukufuku wovomerezeka wa "2022Q4 LED Industry Quarterly Report", pali kuthekera kwakukulu kuti chaka chino chibweretsa mtundu watsopano kumbali ya chip, mbali yolongedza, ndi mbali yowonetsera.
Kusintha kwaufulu wowongolera wamakampani okhudzana ndi LED m'magawo atatu oyamba a 2022
Hisense Visual & Changelight
Pakati pa Marichi, Hisense Visual adayika magawo 496 miliyoni ku Qianzhao Optoelectronics. Zomwe zidachitika pambuyo pake zidawonjezeka kangapo, ndi chiwongolero cha capital share cha 13.29%, kukhala ogawana nawo ambiri a Qianzhao Optoelectronics.
BOE & HC Semitek
Kumapeto kwa October, HC Semitek ikukonzekera kusintha ulamuliro wake, ndipo zolinga zenizeni zidzalandira 20% -30% ya magawo. Mu Meyi 2021, Huashi Holdings anali ndi gawo la 24.87% ku Huacan Optoelectronics, kukhala wogawana nawo wamkulu pakampaniyo.
Shenzhen State-owned Assets & AMTC
M'mwezi wa Meyi, wolamulira ndi wolamulira weniweni wa Zhaochi Co., Ltd. adasinthidwa kukhala Chuma cha Boma la Shenzhen, ndi mtengo wosinthira wa 4.368 biliyoni. pambuyo pobereka. Capital Group ndi Yixin Investment ali ndi 14.73% ndi 5% ya magawo motsatana
Nationstar Optoelectronics & Yancheng Dongshan
Pa Okutobala 10, Nationstar Optoelectronics idakonza zogula 60% ku Yancheng Dongshan ndi ndalama. Ngati ntchitoyo yatha, Dongshan Precision ndi Guoxing Optoelectronics idzagwira 40% ndi 60% ya ndalama za Yancheng Dongshan motsatira.
Nanfeng Investment & Liantronics
Pa Ogasiti 10, Lianjian Optoelectronics idapereka chilengezo cha kusintha kwa magawo ndipo mtengo wake unali RMB 215 miliyoni; ntchitoyo itatha, Nanfeng Investment idagwira 1504% ya magawo
2: Kukula kwa Mini / Micro LED kumakhalabe kosachepera
Mu 2022, magawo ambiri azamalonda azichita mosabisa, koma Mini/Micro LED ipitiliza kukula. Malinga ndi tchipisi ta kumtunda kwa LED, tchipisi tating'ono tating'ono ta Mini LED, tchipisi ta Mini LED RGB ndi tchipisi ta Micro LED chafika 4.26 biliyoni ya yuan, kuwonjezeka kwa chaka ndi chaka pafupifupi 50%.
Tchipisi tating'ono / tating'ono ta LED ndi mawonekedwe ogwiritsira ntchito (2022)
Kulowa mu 2023, ndikutulutsidwa kwa kupewa ndi kuwongolera miliri, njira yopangira mafakitale ya Mini/Micro LED ikhazikitsidwa monga momwe idakonzedwera.
Pankhani ya Mini LED backlight, pali kale mgwirizano pa yankho lachiwopsezo, choncho akuyembekezeka kusunga kukula kwina mu 2023 pansi pa kuwongolera kwina kwa ndalama;
Pankhani ya Mini LED RGB, ndi kuwonjezeka kwa katundu ndi zokolola, mitengo ya chip yatsikira kumalo okoma a voliyumu yolemetsa, ndipo zida zowonetsera za LED zomwe zilipo kale zayamba kusinthidwa. Zikuyembekezeka kuti chiwonjezeko chakukula mu 2022 chidzasungidwa mu 2023.
2021-2026 Mini/Micro LED Chip Production Value Forecast
3: Chiwonetsero cha Metaverse LED chimawala mu zenizeni
Ngati tilankhula za mawu omwe amakambidwa kwambiri mu 2022, ayenera kukhala "Metaverse". Matekinoloje osiyanasiyana monga makompyuta ozama, makompyuta am'mphepete, kuphunzira mozama, maukonde okhazikika, ma injini opangira zinthu, ndi zina zambiri apambana, pang'onopang'ono kubweretsa malingaliro olimba mtima a anthu. Ngakhale, kumayambiriro kwa chaka chino, chatGPT mwachiwonekere inali kuba zowonekera, zomwe zinatsegula mipikisano yatsopano ya zida zankhondo m'dziko laukadaulo. Komabe, kutengera momwe zinthu ziliri pamakampaniwo, zomwe zikuchitika zikuwonekera makamaka ku CES ndi ISE, ziwonetsero zazikulu ziwiri zomwe makampani owonetsera adazimvera posachedwa. Msika waukulu ukupita patsogolo.
Global VP ndi XR zonse zotulutsa
4: Makampaniwa abwereranso pakukula
Choyamba, kuchokera ku chidule cha 2022 mu "LED Screen Industry Quarterly Report", zikhoza kuwoneka kuti machitidwe a makampani ambiri adatsika chaka ndi chaka.
Kuneneratu kwa Magwiridwe a LED ndi opanga mawonetsero mu 2022
Kumbuyo kwa chitsenderezo cha momwe makampani ambiri amagwirira ntchito ndikusokonekera kwa msika komwe kumabwera chifukwa cha mliri, zomwe zapangitsa kuti mtengo ndi voliyumu zigwere mbali imodzi. Kutengera chitsanzo chamakampani owonetsera ma LED, malinga ndi "2022 Small Pitch and Micro Pitch Research White Paper", makampani omwe akufuna ma pixel a LED adzakhala pafupifupi 90,000KK/mwezi mu 2021, ndipo pafupifupi 60,000 ~ 70,000KK/mwezi mu 2022. , kusonyeza kuchepa kwakukulu kwa kufunikira. Mu 2023, kupewa ndi kuwongolera miliri yapakhomo kudzachepetsedwa, ndipo ndondomekoyi idzayang'ana kwambiri pakubwezeretsa chuma. Kumbali yakunja, chikoka cha ndondomeko yandalama yomwe ikugwiritsidwa ntchito ndi Federal Reserve yatsika; ndiye, zinthu ziwiri zazikulu zomwe zimakhudza chuma chapakhomo ndi chakunja mu 2022 zidzazimiririka pang'onopang'ono mu 2023; zitha kuwoneka kuti kukwera kwachuma kudzayendetsa kuyambiranso kwa mafakitale.
Ndizofunikiranso kudziwa kuti pa Chikondwerero cha Spring mu 2023, makampani osiyanasiyana a LED apita kutsidya lina kukachita nawo chiwonetsero cha ISE, chomwe chidalengeza zaulendo watsopano wamakampani a LED "nthawi yopanda mliri".
Pazonse, ndizotsimikizika kuti bizinesiyo ibwereranso pakukula. Chaka chonse chikuwonetsa kuchepa koyamba kenako kuwuka. Ndiko kuti, theka loyamba la chaka likupanikizika, ndipo theka lachiwiri la chaka likuyembekezeka kuyambiranso pakuchira. Onse amakhalabe ndi chiyembekezo mosamala.
Kusintha Kwa Kufuna Kwamsika Wapadziko Lonse wa LED
Pambuyo pa mliri wa COVID-19 mu 2023, msika wa LED uyambiranso njira yoyenera.XYGLEDimalimbikira kutsatira njira zomwe kampani idakhazikitsidwa, imayeretsa zinthu zofunika kwambiri, imakulitsa zabwino zamalonda, ndikupitilizabe kulima magawo amsika. Kampaniyo idzafufuza mozama zaZowonetsera pansi za LED, gonjetsani zovuta, kuthetsa mavuto omwe alipo mumakampani, pitirizani kusewera mzimu wa "utsogoleri", kuphatikiza zopambana zazing'ono kuti zikhale zazikulu, ndikukwaniritsa zotsatira za "1 + 1> 2". Pambuyo pothana ndi zovuta zaukadaulo, XYGLED idzagwiritsa ntchito ukadaulo watsopano kuzinthu zambiri ndikubweretsa milandu yakale kwambiri. Sitisintha cholinga chathu choyambirira ndikupitilizabe mtsogolo!
Chodzikanira: Mbali ina ya nkhaniyi ikuchokera pa intaneti. Tsambali lili ndi udindo wokonza, kusanja, ndikusintha zolembazo. Ndi cholinga chopereka zambiri, ndipo sizikutanthauza kuvomereza maganizo ake kapena kutsimikizira kuti zomwe zili mkati mwake ndi zowona. , ngati zolemba ndi zolemba pamanja patsamba lino zikukhudzana ndi kukopera, chonde lemberani patsamba lino pakapita nthawi, ndipo tidzathana nazo posachedwa.
Nthawi yotumiza: May-24-2023
