Ukwahlulela okuyisisekelo ngesimo sokuthuthukiswa komkhakha we-LED waseChina ngo-2022
Ngo-2021, imboni ye-LED yaseChinakwadingekaiphinde ikhule futhi ikhule ngaphansi kwethonya lokushintshwa kobhubhane lwe-COVID-19, kanye nokuthunyelwa kwamanye amazwe kwemikhiqizo ye-LED okuhlanganisa izibani ze-LED strip, ukukhanya kwe-RGB led strip, ukukhanya kwe-neon strip ye-LED, imikhiqizo yokukhanyisa eqondile ifinyeleleokusha phezuluirekhodi.Ngokombono wemboni, i-LEDhlubula ukukhanyaimishini kanye nemali engenayo yezinto ezibonakalayo ibe nokwenyuka okukhulu, kodwa i-LED chip substrate, ukupakishwa, kanye nezinzuzo zohlelo lokusebenza kuyancipha, futhi zisabhekene nengcindezi enkulu yokuncintisana.
Njengoba sibheke ngabomvu ku-2022, kulindeleke ukuthi imboni ye-LED yaseChina iqhubeke nokugcina ukukhula okunamadijithi amabili ngaphansi kwethonya lomphumela wokudlulisa, futhi izinkambu zezicelo ezishisayo zizophendukela kancane kancane ezinkambini zezicelo ezivelayo ezifana nokukhanyisa okuhlakaniphile, ukuboniswa kwe-pitch encane, kanye ukukhishwa kwe-ultraviolet ejulile.
I.Ukwahlulela okuyisisekelo kwesimo ngo-2022
Umphumela wokudlulisela esikhundleni uyaqhubeka, isidingo sokukhiqiza saseChina sinamandla
Kuthintwe umthelela womzuliswano omusha we-COVID-19, ukutholwa kabusha kwesidingo semboni yezibani ze-LED strip ngo-2021 kulethe ukukhula kabusha.Umphumela wokushintsha imboni ye-LED yezwe lethu uyaqhubeka, futhi ukuthunyelwa kwamanye amazwe engxenyeni yokuqala yonyaka kufinyelele irekhodi eliphezulu.
Ngakolunye uhlangothi, i-Europe ne-United States namanye amazwe aqale kabusha umnotho wawo ngaphansi kwenqubomgomo yokunciphisa imali, futhi isidingo sokungeniswa kwemikhiqizo ye-LED senyuke kakhulu.Ngokusho kwedatha evela ku-China Lighting Association, engxenyeni yokuqala ka-2021, inani lokuthekelisa lemikhiqizo yokukhanyisa i-LED yaseChina lafinyelela ku-20.988 wamadola aseMelika, okuwukunyuka konyaka ngo-50.83%, okubeka irekhodi elisha lokuthunyelwa kwamanye amazwe ngendlela efanayo. isikhathi, lapho ukuthunyelwa kwempahla e-Europe kanye nase-United States kube ngama-61.2%, okuwukukhula ngo-11.9% unyaka nonyaka.
Ngakolunye uhlangothi, izifo ezinkulu zenzekile emazweni amaningi ase-Asia ngaphandle kwaseShayina, futhi isidingo semakethe sesihlehlile sisuka ekukhuleni okuqinile ngo-2020 saya ekuncipheni kancane.Mayelana nesabelo semakethe yomhlaba wonke, iSoutheast Asia yehle isuka ku-11.7% engxenyeni yokuqala ka-2020 yaya ku-9.7% engxenyeni yokuqala ka-2021, iWest Asia yehla isuka ku-9.1% yaya ku-7.7%, kwathi i-East Asia yehla isuka ku-8.9% yaya ku-6.0%.Njengoba lolu bhubhane luqhubeka luhlasela imboni yokukhiqiza i-LED eNingizimu-mpumalanga ye-Asia, amazwe aphoqeleka ukuthi avale amapaki ezimboni amaningi, okwathiya kakhulu uchungechunge lokuhlinzeka, futhi umphumela wokushintsha imboni ye-LED yezwe lami waqhubeka.
Engxenyeni yokuqala ka-2021, imboni ye-LED yaseChina yenza ngempumelelo igebe lokuhlinzekwa kwempahla elibangelwe ubhubhane lomhlaba wonke, iphinde igqamise izinzuzo zezikhungo zokukhiqiza kanye nezindawo zokuhlinzeka ngempahla.
Sibheke phambili ku-2022, kulindeleke ukuthi isidingo semakethe somkhakha we-LED womhlaba wonke sizoqhubeka sikhule ngaphansi kwethonya "lomnotho wasekhaya", futhi imboni ye-LED yaseShayina izohlomula emphumeleni wokudlulisa esikhundleni.
Ngakolunye uhlangothi, ngaphansi kwethonya lobhubhane lomhlaba wonke, izakhamuzi zaphuma kancane, futhi isidingo semakethe sokukhanyisa kwangaphakathi, isibonisi se-LED, njll. saqhubeka sikhula, sifaka amandla amasha embonini ye-LED.
Ngakolunye uhlangothi, izifunda zase-Asia ngaphandle kwase-China ziphoqelekile ukuthi zilahle imvume yegciwane futhi zamukele inqubomgomo yokuhlalisana kwegciwane ngenxa yokutheleleka okukhulu, okungase kuholele ekuphindaphindeni nasekuwohlokeni kwesimo sobhubhane futhi kwandise ukungaqiniseki kokuqalwa kabusha komsebenzi. kanye nokukhiqiza.
I-CCID think tank ibikezela ukuthi umphumela wokushintsha imboni ye-LED yaseChina uzoqhubeka ngo-2022, futhi ukukhiqizwa kwe-LED kanye nesidingo sokuthumela ngaphandle sizohlala siqinile.
Inzuzo yokukhiqiza iyaqhubeka nokuncipha, futhi ukuncintisana kwezimboni kuyadlondlobala
Ngo-2021, imingcele yenzuzo yokupakishwa kwe-LED yaseChina kanye nezicelo izoncipha, futhi ukuncintisana komkhakha kuzoshuba kakhulu;amandla okukhiqiza ukukhiqizwa kwe-chip substrate, izinto zokusebenza, nezinto zokwakha azokhula kakhulu, futhi inzuzo kulindeleke ukuthi ibe ngcono.Izibalo ze-CCID think tank zibonisa ukuthi ngo-2021, imali engenayo yezinkampani ezisohlwini lwe-LED e-China izofinyelela ku-177.132 billion yuan, unyaka wonke -ukukhula konyaka ngama-21.3%;kulindeleke ukuthi kugcinwe ukukhula okunamadijithi amabili ngo-2022, futhi inani eliphelele lokuphumayo lizofinyelela ku-214.84 billion yuan.
Ukutshalwa kwezimali ezinhlelweni ezisafufusa kuyakhula, futhi umdlandla wokutshalwa kwezimali ezimbonini uphezulu
Ngo-2021, izinkambu eziningi ezisafufusa zemboni ye-LED zizongena esigabeni sokukhula ngokushesha kwezimboni, futhi ukusebenza komkhiqizo kuzoqhubeka nokuthuthukiswa.
Phakathi kwazo, ukusebenza kahle kokuguqulwa kwe-photoelectric kwe-UVC LED kudlule i-5.6%, futhi kungene endaweni enkulu yokuvala inzalo yomoya, ukuvala inzalo yamanzi ashukumisayo, nezimakethe eziyinkimbinkimbi zokuvala inzalo;
Ngokuthuthuka kobuchwepheshe obuthuthukile njengamalambu ahlakaniphile, amalambu angemuva, izibonisi zezimoto ze-HDR, nezibani ezizungezile, izinga lokungena kwama-LED ezimoto liyaqhubeka nokukhuphuka, kanti ukukhula kwemakethe yezimoto ye-LED kulindeleke ukuthi kudlule u-10% ngo-2021. ;
Ukwenziwa ngokusemthethweni kokutshalwa kwezitshalo zezomnotho ezikhethekile eNyakatho Melika kukhuthaza ukuthandwa kokukhanya kwezitshalo ze-LED.Imakethe ilindele ukuthi izinga lokukhula lonyaka lemakethe yokukhanyisa izitshalo ze-LED lizofinyelela ku-30% ngo-2021.
Njengamanje, ubuchwepheshe bokuboniswa kwe-LED obuncane be-pitch buye baqashelwa abakhiqizi bemishini evamile futhi sebungene esiteshini sokuthuthukisa ukukhiqizwa kwenqwaba esheshayo.Ngakolunye uhlangothi, abakhiqizi bemishini abaphelele abafana ne-Apple, i-Samsung, ne-Huawei baye banweba imigqa yomkhiqizo wabo we-Mini LED backlight, futhi abakhiqizi be-TV abafana ne-TCL, i-LG, ne-Konka bakhiphe ngokuqinile i-Mini LED backlight TVs.
Ngakolunye uhlangothi, amaphaneli e-Mini LED asebenza ngokukhanya asebenzayo nawo angenile esigabeni sokukhiqiza ngobuningi.NgoMeyi 2021, i-BOE yamemezela ukukhiqizwa ngobuningi kwesizukulwane esisha samaphaneli e-Mini LED asebenzayo, anezinzuzo zokukhanya okuphezulu kakhulu, umehluko, umbala we-gamut, kanye nokuhlanganisa okungenamthungo.
Ngo-2021, izinkampani eziholayo kanye nohulumeni basekhaya banomdlandla wokutshala imali embonini ye-LED.Phakathi kwazo, ensimini yetheminali engezansi komfula, ngoMeyi 2021, iShayina itshale ama-yuan ayizigidi eziyizinkulungwane ezingu-6.5 ukuze kwakhiwe ipaki yezimboni ebonisa i-Mini LED, futhi inani lomkhiqizo kulindeleke ukuba lidlule ama-yuan ayizigidi eziyizinkulungwane ezingu-10 ngemva kokuqedwa;emkhakheni wokupakisha ophakathi nendawo, ngoJanuwari 2021, i-China ihlela ukutshala ama-yuan ayizigidi eziyizinkulungwane ezingu-5.1 ukuze kwakhiwe ulayini wokukhiqiza we-LED ongu-3500, onenani elilinganiselwe lokukhiphayo lonyaka elingaphezu kwama-yuan ayizigidi eziyizinkulungwane eziyi-10 ngemva kokufinyelela ekukhiqizeni.Kulinganiselwa ukuthi ngo-2021, ukutshalwa kwezimali okusha kulo lonke uchungechunge lwemboni ye-Mini/Micro LED kuzodlula ama-yuan ayizigidi eziyizinkulungwane ezingama-50.
Njengoba sibheke phambili ku-2022, ngenxa yokwehla kwenzuzo yezicelo zokukhanyisa zendabuko ze-LED, kulindeleke ukuthi izinkampani eziningi zizophendukela ekuboniseni i-LED, i-LED yezimoto, i-UV LED nezinye izinkambu zezicelo.
Ngo-2022, ukutshalwa kwezimali okusha embonini ye-LED kulindeleke ukuthi kugcine isikali samanje, kodwa ngenxa yokwakheka kokuqala kwephethini yokuncintisana endaweni yokubonisa ye-LED, kulindeleke ukuthi ukutshalwa kwezimali okusha kuzokwehla ngezinga elithile.
II.Izinkinga eziningana ezidinga ukunakwa
Umthamo omningi usheshisa ukuhlanganiswa ngaphakathi kwemboni
Ukukhula ngokushesha kwenani le-LED lasekhaya kuphinde kwaletha amandla ngokweqile embonini iyonke.Umthamo oweqile uqhubezela phambili ukusheshisa ukuhlanganiswa kanye nokuncipha kwamandla embonini, futhi kukhuthaze ukukhula nokuthuthukiswa kwemboni ye-LED ekuguquguqukeni.
Ngo-2021, ukuzimisela kwemboni ye-LED yomhlaba wonke yokutshala imali kuzokwehla ngokuphelele ngaphansi kobhubhane olusha lwe-pneumonia.Ngaphansi kwesizinda sokungqubuzana kwezohwebo kwe-Sino-US kanye nokwazisa kwezinga lokushintshisana kwe-RMB, inqubo yokuzenzakalela yamabhizinisi e-LED iye yashesha futhi ukuhlanganisa okujulile komkhakha sekuphenduke inkambiso entsha.
Ngokuvela kancane kancane komthamo omkhulu kanye nenzuzo enciphayo embonini ye-LED, abakhiqizi be-LED bamazwe ngamazwe bavame ukuhlanganisa futhi bahoxise eminyakeni yamuva nje, futhi ingcindezi yokusinda yamabhizinisi ahamba phambili e-LED ezweni lami iye yanda nakakhulu.Nakuba amabhizinisi e-LED ezwe lami esekutholile ukuthunyelwa kwawo kwamanye amazwe ngenxa yomphumela wokushintshanisa, ngokuhamba kwesikhathi, akunakugwenywa ukuthi ukushintshwa kwezwe lami kwamanye amazwe kuzoncipha, futhi imboni yasekhaya ye-LED isabhekene nenkinga yokushoda kwamandla.
Ukukhuphuka kwentengo yezinto ezingavuthiwe kuholela ekushintshashintsheni kwentengo
Ngo-2021, izintengo zemikhiqizo embonini ye-LED zizoqhubeka nokukhuphuka.Izinkampani ezifanele zasekhaya nezangaphandle ezifana ne-GE Current, Universal Lighting Technologies (ULT), i-Leyard, i-Unilumin Technology, i-Mulinsen, njll. zikhuphule amanani omkhiqizo izikhathi eziningi, ngokunyuka okumaphakathi okungaba ngu-5%, okuyintengo yayo yemikhiqizo embalwa kakhulu. ngokushoda kwenyuke ngo-30%.Isizathu esibalulekile ukuthi intengo yemikhiqizo ye-LED iyashintshashintsha ngenxa yokukhuphuka kwamanani ezinto ezingavuthiwe.
Noma ngabe izindawo zokukhanyisa noma zokubonisa, ukuthambekela kwezintengo ezikhuphukayo ngeke kunciphe esikhathini esifushane.Nokho, ngokombono wentuthuko yesikhathi eside yemboni, ukukhuphuka kwamanani entengo kuzosiza abakhiqizi bathuthukise futhi bathuthukise ukwakheka komkhiqizo wabo futhi bakhuphule inani lomkhiqizo.
Kukhona ukutshalwa kwezimali okuphindaphindiwe emikhakheni esafufusa
Ngenxa yokusabalalisa okuhlakazekile ngokuqhathaniswa kokutshalwa kwezimali kwemboni ye-LED ezweni lonke, kunenkinga yokutshalwa kwezimali okuphindaphindiwe emikhakheni esafufusa.
Kukhona ukungaqiniseki mayelana nokuthutheleka kwezinhlobo ezahlukene zemali yezenhlalakahle, izimali eziqondisayo kanye nezimali zezimboni kulo mkhakha.Ukuze kuxazululwe lezi zinkinga, akukhona nje ukutshalwa kwezimali kochwepheshe okudingekayo ukuze kuhole futhi kuqhutshwe ukuxhumana phakathi kwezimboni ezikhuphuka nomfula kanye nezansi nomfula, kodwa futhi izixhumanisi ezibalulekile ziyadingeka.Lungisa ukushiyeka.
III.Iziphakamiso zezinyathelo zokulwa okufanele zithathwe
Ukudidiyela ukuthuthukiswa kwezimboni ezifundeni ezihlukahlukene futhi uqondise amaphrojekthi amakhulu
IKhomishana Kazwelonke Yokuthuthukiswa Nezinguquko, uMnyango Wezimboni Nobuchwepheshe Bolwazi kanye neminye iminyango yokuphatha kudingeka ixhumanise ukuthuthukiswa kwemboni ye-LED ezindaweni ezihlukahlukene, ihlole indlela "yewindi yokuqondisa" yamaphrojekthi amakhulu e-LED, futhi ikhuthaze ukulungiswa kwe-LED. isakhiwo semboni.Khuthaza ukuguqulwa kokukhiqizwa kwe-chip substrate ye-LED kanye nemigqa yokukhiqiza yokupakisha, ukunciphisa ngokusesilinganisweni ukusekelwa kwamaphrojekthi okukhanya kwe-LED okujwayelekile, futhi kukhuthaze ukuthuthukiswa nokwenziwa kwendawo kwemishini ye-LED nezinto zokwakha.Sekela izinkampani ezihola phambili ze-LED ezifuywayo ukuze zenze ukubambisana kwezobuchwepheshe nethalente nezinkampani ezisezifundeni ezithuthukile njenge-Europe ne-United States, futhi kukhuthaze amaphrojekthi amakhulu omugqa wokukhiqiza ukuthi azinze kumaqoqo amakhulu ezimboni.
Khuthaza ukusungulwa okuhlanganyelwe kanye ne-R&D ukuze kwakheke izinzuzo emikhakheni esafufusa
Sebenzisa iziteshi zoxhaso ezikhona ukwenza ngcono ngokukhethekile ukwakhiwa kwe-supply chain ezindaweni ezisafufusa embonini ye-LED.Isixhumanisi se-chip substrate sigxile ekuthuthukiseni ukusebenza kwe-Ultra-high-definition Mini/Micro LED kanye nama-chips e-UV LED ajulile;isixhumanisi sokupakisha sigxile ekuthuthukiseni izinqubo zokupakisha ezithuthukisiwe ezifana nokupakisha okuqondile kanye ne-flip-chip kanye nokunciphisa izindleko zokukhiqiza;isixhumanisi sohlelo lokusebenza sigxile ekuthuthukiseni ukukhanya okuhlakaniphile, ukukhanya okunempilo, izitshalo Ukukhanyisa kanye nezinye izingxenye zemakethe amaphrojekthi okukhombisa ukulinganisa ukusheshisa ukwakheka kwamazinga eqembu lemboni;ngezinto zokwakha kanye nemishini, sebenzisana nezinkampani zesekethe ezididiyelwe ukuze kuthuthukiswe izinga lendawo lemishini ephezulu ye-LED nezinto zokwakha.
Qinisa ukugadwa kwamanani embonini futhi wandise amashaneli okuthunyelwa kwemikhiqizo
Sebenzisana nezinkampani zesekethe ezididiyelwe ukwakha uhlelo lokuqapha amanani entengo ye-semiconductor chip, uqinise ukugadwa kwemakethe ye-LED, futhi usheshise uphenyo nokujeziswa kwezenzo ezingekho emthethweni zokunyusa amanani ama-chips e-LED nezinto zokwakha ngokusho kwemikhondo ebikiwe.Khuthaza ukwakhiwa kwezinhlangano zemboni ye-LED yasekhaya, yakhe inkundla yesevisi yomphakathi ehlanganisa izindinganiso, ukuhlolwa, amalungelo empahla yengqondo, njll., ukugxilisa izinsiza eziphakeme, ukusiza amabhizinisi ukuqinisa ukuhwebelana nokubambisana kwamazwe ngamazwe, nokwandisa iziteshi zokuthekelisa zemikhiqizo ezimakethe zaphesheya kwezilwandle.
Isikhathi sokuthumela: Feb-11-2022
