Umzi mveliso wokubonisa we-LED kulindeleke ukuba wamkele ukubuyiselwa kwentsebenzo, iimveliso eziphezulu ziya kuqhubeka ukwandisa imida yenzuzo.

Umzi mveliso wokubonisa we-LED kulindeleke ukuba ungenise ixesha lokubuyiselwa kokusebenza. Ngokwengxelo yamva nje yeTrend Force, umbutho wophando wentengiso, ixabiso le-LED elivelisiweyo kwihlabathi liphela kulindeleke ukuba lenyuke nge-13.5% ngonyaka-ukuya kwi-US $ 6.27 yezigidigidi ngo-2021.

Ngokwengxelo, imakethi yokubonisa ye-LED iya kuchaphazeleka kulo bhubhane kwi-2020, kwaye ixabiso elipheleleyo lokufumana liya kufikelela kwi-US $ 5.53 yezigidigidi, ukwehla konyaka-nge-12,8%. Ukwehla kwemfuno eYurophu naseMelika yeyona nto icace gca. Kwi-2021, njengoko ibango lilonke lifudumala kwaye amaxabiso enyuka enyuka ngenxa yokunqongophala, abavelisi be-LED baya kunyusa amaxabiso eemveliso zabo ngaxeshanye. Kulo nyaka, ixabiso lemveliso yentengiso ye-LED kulindeleke ukuba lenyuke.

Phakathi kweenkampani ezikhokelayo, uLeyard uxele kwangaphambili uqikelelo lwengxelo yonyaka, kwaye uluhlu lwenzuzo kwisiqingatha sokuqala salo nyaka yayiyi-250-300 yezigidi zeerandi, xa kuthelekiswa ne-225 yezigidi zeerandi kwangelo xesha linye kulo nyaka uphelileyo. Ngokwenkampani, imfuno yentengiso yasekhaya iyaqhubeka nokuba namandla, kwaye inani lee-odolo ezintsha ezisayiniweyo kwisiqingatha sokuqala sonyaka liye lenyuka ngokubonakalayo xa kuthelekiswa nexesha elifanayo lonyaka ophelileyo. Ukuza kuthi ga ngoku, inani le-odolo ezisandula ukutyikitywa phesheya kwezilwandle nazo zigqithile kwangelo xesha linye lonyaka ophelileyo.

Njengomkhosi weTrend Force, umhlalutyi oMkhulu woKhuseleko kuZonga uZou Lanlan wanikezela ngesikhokelo esinethemba. Umhlalutyi wakhupha ingxelo yophando nge-26 kaMeyi, esithi kulindeleke ukuba i-2021, imarike yasekhaya kulindeleke ukuba iqhubeke nendlela yokubuyela kwimeko yesiqhelo kwi-Q4 2020. Kwangelo xesha, kulindeleke ukuba imarike yaphesheya ibuye kwakhona njengoko lo bhubhane uncipha. . Kwi-2021, imakethi yokubonisa ye-LED iya kufikelela kwi-6.13 yezigidigidi zeedola zase-US, ukonyuka konyaka-nge-12%.

Umhlalutyi unethemba ngakumbi malunga nendawo ephezulu yokuboniswa kwe-LED encinci, ebonisa ukuba amagumbi okulawula, iiofisi zeshishini, iiholo zemiboniso yeemveliso kunye namagumbi okuhlangana asebenzisa ngokukhawuleza iimveliso zemiboniso encinci ye-LED. Kwi-2020, ngokuchasene nemvelaphi yokwehla ngokubanzi kwimfuno yokubonisa i-LED, ukuthunyelwa kweentambo ezincinci kunye neemveliso zetye (kunye nobungakanani obungagqithiyo kwi-1.99mm) ifikelele kwiiyunithi ezingama-160,000, ukonyuka phantse kwe-10% ngonyaka, kwaye kulindeleke ukuba ifikelele kwiiyunithi ezingama-260,000 ngowama-2021. Ukonyuka komnyaka nonyaka phantse ngama-59%, eli shishini liyaqhubekeka ukugcina ukukhula okuphezulu.

Ngokwedatha yengwe yentloko, ubungakanani bemakethi yeshishini lokubonisa i-China kulindeleke ukuba likhule liye kwi-yuan ye-110.41 yezigidigidi ngo-2023, kwaye inqanaba lokukhula ngonyaka kwi-2019-2023 liya kufikelela kwi-14.8%. Phakathi kwabo, intengiso encinci ye-LED iya kufikelela kwi-48.63 yezigidigidi ze-yuan ngo-2023, ebalwa phantse sisiqingatha sayo yonke imakethi ye-LED.

Kwixesha elizayo, ngolwandiso olongezelelekileyo lwesikali sesicelo semiboniso encinci ye-pitch, iMiboniso ye-Mini Mini kunye nemiboniso emincinci ye-LED ngokuthe ngcembe iyaqonda usetyenziso olukhulu, kwaye kusekho igumbi elininzi lokukhula kwimveliso yokubonisa ye-LED.

Phakathi kweenkampani ezidwelisiweyo, iLijing, intsebenziswano phakathi kweLeyard kunye ne-Epistar Optoelectronics, yangena ngokusemthethweni kwimveliso ngo-Okthobha u-2020, yaba sisiseko sokuqala semveliso ye-Micro LED. Okwangoku, iiodolo zizele kwaye imveliso yandiswa ngaphambi kweshedyuli. UFu Chuxiong, umhlalutyi kwiGalaxy Securities, uqikelela ukuba ngo-2021, iimveliso zeMicro LED zenkampani ziya kuphumeza ingeniso ye-yuan eyi-300-400 yezigidi, kwaye iya kugcina imeko yokungena ngokukhawuleza kwixa elizayo.

Ukuphuculwa okukhawulezayo kwemiboniso ye-LED encinci kuye kwazisa indawo eyandayo yetekhnoloji yokupakisha ye-LED. Ukupakisha kwe-COB kunezibonelelo zokukhanya kunye nokubhitya, kunye nozinzo oluphezulu lwezicelo zangaphakathi. Ngokwedatha yangaphakathi ye-LED, ngokwexabiso lemveliso yokupakishwa kwe-LED, ixabiso lemveliso ye-LED limalunga ne-2.14 yezigidigidi zeedola zaseMelika, kwaye ezantsi zibalelwa kwi-13%. Ngokukhula ngokuthe ngcembe kwe-pitch encinci, i-mini mini kunye nezinye iimveliso kwixa elizayo, inani lexabiso lemveliso enxulumene noko liya kukhula kancinci.


Ixesha Post: Jul-01-2021