Ngo-2022, phantsi kweempembelelo ze-COVID-19, imakethi ye-LED yasekhaya iya kuhla. Kulindeleke ukuba njengoko imisebenzi yoqoqosho iqala kwakhona, imarike ye-LED nayo iya kuzisa ukuchacha.Izikrini eziguquguqukayokwayeizikrini ezinemilo ekhethekileyobabe nemfuno enamandla yemarike. Ngenkqubela phambili yeTekhnoloji encinci / encinci ye-LED kunye nedijithali engaphezulu yedijithali yokwakha yaseTshayina umoya ofudumeleyo, imarike ye-LED kulindeleke ukuba ifezekise ukukhula okuqhubekayo.
Kolu shicilelo, sidwelisa iindlela ezi-4 zobugcisa kunye nokusebenza kweemarike zamakhonkco ohlukeneyo kushishino lokubonisa ngo-2023 kwireferensi yakho kunye nokuqinisekiswa.
I-1: Ishishini le-LED liya kungenisa ipateni entsha yohlobo
Nangona imfuno iya kuncipha ngo-2022, izenzo zokudityaniswa kwemizi-mveliso zihlala rhoqo. Ngokoqikelelo lokuziphatha okudityaniswayo kwamashishini angundoqo ahlanganiswe luphando olugunyazisiweyo "Ingxelo yekota ye-LED ye-2022Q4", kukho amathuba aphezulu okuba kulo nyaka uza kungenisa ipateni entsha ye-brand kwicala le-chip, icala lokupakisha, kunye necala lokubonisa.
Utshintsho kumalungelo olawulo lweenkampani ezinxulumene ne-LED ezidweliswe kwiikota ezintathu zokuqala ze-2022
Hisense Visual & Changelight
Phakathi kuMatshi, i-Hisense Visual ityale i-496 yezigidi zezabelo kwi-Qianzhao Optoelectronics. Ukubamba okulandelayo kuye kwanda amaxesha amaninzi, kunye ne-share share capital ratio ye-13.29%, yaba ngumnini-sabelo omkhulu we-Qianzhao Optoelectronics.
I-BOE & HC Semitek
Ekupheleni kuka-Oktobha, iHC Semitek iceba ukutshintsha ulawulo lwayo, kunye neenjongo ezithile ziya kufumana i-20% -30% yezabelo. NgoMeyi ka-2021, i-Huashi Holdings ibambe i-24.87% yesabelo kwi-Huacan Optoelectronics, yaba ngoyena mnini sabelo mkhulu wenkampani.
Shenzhen State-owned Assets & AMTC
NgoMeyi, umnini-sabelo olawulayo kunye nomlawuli wangempela weZhaochi Co., Ltd. watshintshwa waba yi-Assets ye-Shenzhen State-owned, kunye nexabiso lokudluliselwa kwe-4.368 billion. emva kokuziswa. I-Capital Group kunye ne-Yixin Investment ibambe i-14.73% kunye ne-5% yezabelo ngokulandelelanayo
Nationstar Optoelectronics & Yancheng Dongshan
Ngo-Oktobha 10, i-Nationtar Optoelectronics icwangcise ukuthenga i-60% ye-stake e-Yancheng Dongshan ngemali. Ukuba ukuthengiselana kugqityiwe, i-Dongshan Precision kunye ne-Guoxing Optoelectronics iya kubamba i-40% kunye ne-60% ye-equity ye-Yancheng Dongshan ngokulandelanayo.
Nanfeng Investment & Liantronics
Ngomhla we-10 ku-Agasti, i-Lianjian Optoelectronics ikhuphe isibhengezo sokutshintsha kwesabelo kunye nexabiso lentengiselwano yayiyi-RMB 215 yezigidi; emva kokugqitywa kwentengiselwano, i-Nanfeng Investment ibambe i-1504% yezabelo
I-2: Isantya sokukhula se-Mini / Micro LED sihlala singancitshiswa
Ngo-2022, uninzi lwamacandelo oshishino luya kwenza i-flat, kodwa i-Mini / Micro LED iya kugcina ukukhula. Ngokwembono yeetshiphusi ze-LED eziphezulu, ixabiso lilonke lemveliso ye-Mini LED backlight chips, iitshiphusi ze-Mini LED RGB kunye ne-Micro LED chips zafikelela kwi-4.26 yeebhiliyoni zeeyuan, ukunyuka konyaka-ngonyaka malunga ne-50%.
Iichips ezincinci / ezincinci ze-LED kunye neemeko zesicelo (2022)
Ukungena kwi-2023, kunye nokukhutshwa kokuthintela ubhubhane kunye nolawulo, inkqubo yoshishino lwe-Mini / Micro LED iya kuphunyezwa njengoko kucwangcisiwe.
Ngokumalunga ne-Mini LED backlight, sele kukho ukuvumelana kwisisombululo esiqhelekileyo, ngoko ke kulindeleke ukuba kugcinwe ukukhula okuthile kwi-2023 phantsi kweemeko zokuphucula ngakumbi ekusebenzeni kweendleko;
Ngokubhekiselele kwi-Mini LED RGB, kunye nokunyuka kokuthunyelwa kunye nezivuno, amaxabiso e-chip aye awela kwindawo emnandi yomthamo onzima, kwaye iimveliso ze-LED ezikhoyo eziphezulu ze-LED sele ziqalile ukutshintshwa. Kulindeleke ukuba isantya sokukhula ngo-2022 sigcinwe ngo-2023.
2021-2026 Mini/Micro LED Chip Production Value Forecast
3: Umboniso we-Metaverse we-LED ukhanya ngokwenyani
Ukuba sithetha ngelona gama lixoxwe kakhulu ngo-2022, kufuneka libe yi "Metaverse". Iitekhnoloji ezahlukeneyo ezinje ngekhompyuter entywiliselweyo, i-edge computing, ukufunda nzulu, uthungelwano olunatyisiweyo, ii-injini ezinikezelayo, njl.njl. ziye zaphumelela impumelelo, ngokuthe ngcembe zizisa iingcinga ezikhaliphileyo zabantu zibe yinyani. Nangona, ekuqaleni kwalo nyaka, i-chatGPT ngokucacileyo yayiba indawo ebonakalayo, eyavula umjikelo omtsha wemidyarho yeengalo kwihlabathi letekhnoloji. Nangona kunjalo, ukugweba ukusuka kwimeko yokwenyani yoshishino, iindlela ezifanelekileyo zibonakala ngokukodwa kwi-CES kunye ne-ISE, imiboniso emibini emikhulu ukuba imboni yokubonisa isanda kuqwalasela. Imarike enkulu iya phambili.
I-VP ye-Global kunye ne-XR ixabiso elipheleleyo lemveliso
I-4: Ishishini libuyela kwindlela yokukhula
Okokuqala, ukusuka kwi-2022 isishwankathelo sokusebenza kwi-"LED Screen Industry Quarterly Report", kunokubonwa ukuba ukusebenza kweenkampani ezininzi kuye kwehla unyaka nonyaka.
Uqikelelo lokuSebenza lwe-LED kunye nabavelisi bomboniso ngo-2022
Emva koxinzelelo ekusebenzeni kweenkampani ezininzi kukudodobala kwemfuno yemarike ebangelwa ngubhubhane, obangele ukuba ixabiso kunye nomthamo wehle kwicala elinye. Ukuthatha imboni ye-LED njengomzekelo, ngokwe "2022 Small Pitch and Micro Pitch Research White Paper", imfuno yoshishino yeepikseli ze-LED iya kuba phantse i-90,000KK / inyanga ngo-2021, kwaye malunga ne-60,000 ~ 70,000KK / inyanga ngo-2022. , ebonisa ukuhla okuphawulekayo kwemfuno. Ngo-2023, uthintelo nolawulo lwendyikityha yasekhaya luya kukhululeka, kwaye umgaqo-nkqubo uya kugxila ekuvuseleleni uqoqosho. Kwicala langaphandle, impembelelo yomgaqo-mali wemali ophunyezwe yi-Federal Reserve inqabile; emva koko, izinto ezimbini eziphambili ezichaphazela uqoqosho lwasekhaya nolwangaphandle ngo-2022 ziya kuncipha ngokuthe ngcembe ngo-2023; kunokubonwa ukuba ukuchacha koqoqosho kuya kuqhuba ukuchacha kwezoshishino.
Kuyaphawuleka ukuba ngexesha loMnyhadala weNtwasahlobo ngo-2023, iinkampani ezahlukeneyo ze-LED sele zihambile ukuya phesheya ukuya kuthatha inxaxheba kumboniso we-ISE, owabhengeza ngokusesikweni uhambo olutsha lweshishini le-LED “lwexesha elingenabhubhane”.
Lilonke, kuqinisekileyo ukuba ishishini liya kubuyela kwindlela yokukhula. Unyaka wonke ubonisa ukuhla kokuqala kunye nokunyuka. Oko kukuthi, isiqingatha sokuqala sonyaka siphantsi koxinzelelo, kwaye isiqingatha sesibini sonyaka kulindeleke ukuba sibuyele ekubuyiseleni. Iyonke ihleli inethemba ngononophelo.
Utshintsho lweMfuno yeMbango yeMakethi ye-LED yeHlabathi
Emva kobhubhani we-COVID-19 ngo-2023, imakethi ye-LED iya kuphinda iqale ngendlela elungileyo.XYGLEDigxininisa ekulandeleni indlela yemveliso esekiweyo yenkampani, icokisa iimveliso eziphambili, yandisa ngakumbi inzuzo yemveliso, kwaye iyaqhubeka nokulima izahlulo zentengiso. Inkampani iya kwenza uphando olunzuluIzikrini zomgangatho we-LED, ukunqoba ubunzima, ukuxazulula iingxaki ezikhoyo kwishishini, ukuqhubeka nokudlala umoya "wobunkokeli", ukudibanisa ukuphumelela okuncinci kwimpumelelo enkulu, kwaye ufezekise umphumo we "1 + 1> 2". Emva kokoyisa ubunzima bobugcisa, i-XYGLED iya kusebenzisa itekhnoloji entsha kwiinkalo ezininzi kwaye izise iimeko eziqhelekileyo. Asiyi kutshintsha injongo yethu yangaphambili kwaye siqhubeke siqhubela phambili!
Ukuziphendulela: Inxalenye yolwazi lwenqaku luvela kwi-Intanethi. Le webhusayithi inoxanduva kuphela lokuhlela, ukuhlela, kunye nokuhlela amanqaku. Yenzelwa ukuhambisa ulwazi oluthe kratya, kwaye ayithethi kuvumelana neembono zayo okanye iqinisekisa ubunyani bomxholo wayo. , ukuba amanqaku kunye nemibhalo-ngqangi kule ndawo ibandakanya imiba ye-copyright, nceda uqhagamshelane nale ndawo ngexesha, kwaye siya kujongana ngokukhawuleza.
Ixesha lokuposa: May-24-2023
