Isigwebo esisisiseko kwimeko yophuhliso lweshishini laseTshayina le-LED ngo-2022
Ngo-2021, ishishini le-LED laseTshayinawabaphinda ubuyele kwaye ukhule phantsi kweempembelelo zokutshintsha ubhubhane we-COVID-19, kunye nokuthunyelwa ngaphandle kweemveliso ze-LED ezibandakanya izibane ze-LED strip, ukukhanya kwe-RGB ye-LED, ukukhanya kwe-neon strip, iimveliso zokukhanyisa ezikhanyayo zifikeleleentsha phezuluirekhodi.Ukusuka kwimbono yoshishino, i-LEDstrip ukukhanyaizixhobo kunye nengeniso eziphathekayo ziye zanda kakhulu, kodwa i-LED chip substrate, ukupakishwa, kunye neenzuzo zesicelo ziyancipha, kwaye zisajongene noxinzelelo olukhulu lokhuphiswano.
Sijonge phambili kwi-2022, kulindeleke ukuba ishishini laseChina le-LED liqhubeke nokugcina ukukhula okuphindwe kabini phantsi kwempembelelo yokutshintshwa kokutshintshwa, kwaye amasimi esicelo ashushu aya kuthi ngokuthe ngcembe ajike kwiinkalo zezicelo ezivelayo ezifana nokukhanya okuhlakaniphile, umboniso omncinci, kunye i-ultraviolet disinfection enzulu.
I.Isigwebo esisisiseko semeko ngo-2022
Isiphumo sokutshintshela endaweni siyaqhubeka, imfuno yokwenziwa kwemveliso yaseTshayina yomelele
Ukuchatshazelwa yimpembelelo yomjikelo omtsha we-COVID-19, ukufunyanwa kwakhona kwemfuno yeshishini lehlabathi lezibane ze-LED ngo-2021 kuzise ukukhula kwakhona.Ifuthe lokutshintshwa kweshishini le-LED lelizwe lethu liyaqhubeka, kwaye ukuthunyelwa kwempahla kumazwe angaphandle kwisiqingatha sokuqala sonyaka kube nerekhodi eliphezulu.
Kwelinye icala, iYurophu kunye ne-United States kunye namanye amazwe aqale ngokutsha uqoqosho lwawo phantsi komgaqo-nkqubo wokunciphisa imali, kwaye imfuno yokungeniswa kweemveliso ze-LED iphinde yanda ngamandla.Ngokutsho kwedatha evela kwi-China Lighting Association, kwisiqingatha sokuqala se-2021, ixabiso lokuthumela ngaphandle kweemveliso zokukhanyisa ze-LED zaseChina zafikelela kwi-20.988 yeebhiliyoni zeedola zase-US, ukunyuka konyaka-ngonyaka we-50.83%, ukubeka irekhodi elitsha lokuthengisa ngaphandle okufanayo. ixesha, apho ukuthunyelwa kumazwe angaphandle eYurophu nase-United States kubalelwa kwi-61.2%, ukwanda kwe-11.9% unyaka nonyaka.
Kwelinye icala, usulelo olukhulu lwenzekile kumazwe amaninzi ase-Asiya ngaphandle kweTshayina, kwaye imfuno yentengiso ibuyile ukusuka ekukhuleni okuqinileyo ngo-2020 ukuya ekucuthekeni okuncinci.Ngokumalunga nesabelo semarike yehlabathi, i-Southeast Asia yehla ukusuka kwi-11.7% kwisiqingatha sokuqala sika-2020 ukuya kwi-9.7% kwisiqingatha sokuqala sika-2021, i-West Asia yehla ukusuka kwi-9.1% ukuya kwi-7.7%, kwaye i-East Asia yehla ukusuka kwi-8.9% ukuya kwi-6.0%.Njengoko ubhubhani ubetha ngakumbi kumzi-mveliso we-LED kuMzantsi-mpuma we-Asia, amazwe anyanzelwa ukuba avale iipaki zemizi-mveliso ezininzi, ezithintele kanobom ikhonkco lokubonelela, kunye nefuthe lokutshintsha kweshishini lelizwe lam le-LED liqhubekile.
Kwisiqingatha sokuqala sika-2021, ishishini le-LED laseTshayina lenze ngokufanelekileyo umsantsa wokubonelela owenziwe ngubhubhani wehlabathi, eqaqambisa ngakumbi izibonelelo zamaziko okuvelisa kunye neehabhu zokubonelela.
Ukukhangela phambili kwi-2022, kulindeleke ukuba imfuno yemarike yoshishino lwe-LED lwehlabathi luya kunyuka ngakumbi phantsi kwefuthe "loqoqosho lwasekhaya", kwaye imboni ye-LED yaseTshayina iya kuzuza kwimpembelelo yokutshintshwa.
Ngakolunye uhlangothi, phantsi kweempembelelo zendyikityha yehlabathi, abahlali baphuma ngaphantsi, kwaye imfuno yemarike yokukhanyisa kwangaphakathi, umboniso we-LED, njl.
Kwelinye icala, imimandla yaseAsia ngaphandle kweTshayina iye yanyanzeliswa ukuba iluyeke ukukhutshwa kwentsholongwane kwaye yamkele umgaqo-nkqubo wokuhlalisana kwentsholongwane ngenxa yosulelo olukhulu, olunokuthi lukhokelele ekuphindeni kunye nokuwohloka kwemeko yobhubhane kwaye yonyuse ukungaqiniseki kokuqalisa kwakhona umsebenzi. kunye nemveliso.
Itanki yokucinga ye-CCID iqikelela ukuba isiphumo sokutshintshwa kweshishini le-LED laseChina liya kuqhubeka ngo-2022, kwaye imveliso ye-LED kunye nemfuno yokuthumela ngaphandle iya kuhlala yomelele.
Ingeniso yokwenziwa kwemveliso iyaqhubeka nokuhla, kwaye ukhuphiswano lweshishini luyakhula
Ngo-2021, imida yenzuzo yokupakishwa kwe-LED yaseChina kunye nezicelo ziya kuncipha, kwaye ukhuphiswano loshishino luya kuba lukhulu;amandla okuvelisa i-chip substrate yokuvelisa, izixhobo, kunye nezixhobo ziya kwanda kakhulu, kwaye inzuzo kulindeleke ukuba iphucule.Izibalo ze-CCID zokucinga zibonisa ukuba kwi-2021, ingeniso yeenkampani ezidweliswe kwiinkampani ze-LED e-China ziya kufikelela kwi-177.132 yebhiliyoni ye-yuan, unyaka-on. -ukunyuka konyaka ngama-21.3%;kulindeleke ukuba kugcinwe ukukhula okuphindwe kabini ngo-2022, kwaye ixabiso lemveliso lilonke liya kufikelela kwi-214.84 yeebhiliyoni zeeyuan.
Utyalo-mali kwizicelo ezivelayo luyakhula, kwaye umdla wotyalo-mali kwimizi-mveliso uphezulu
Ngo-2021, iindawo ezininzi ezivelayo kwishishini le-LED ziya kungena kwinqanaba lokunyuka kwezoshishino ngokukhawuleza, kwaye ukusebenza kwemveliso kuya kuqhubeka kulungiswa.
Phakathi kwabo, ukuguqulwa kwe-photoelectric yokuguqulwa kwe-UVC ye-LED idlule i-5.6%, kwaye ingene kwindawo enkulu yokucoca umoya, ukutshatyalaliswa kwamanzi okuguquguqukayo, kunye neemarike eziyinkimbinkimbi zokuvala inzalo;
Ngophuhliso lwetekhnoloji ephucukileyo efana nezibane zentloko ezikrelekrele, izibane zohlobo lwe-taillights, imiboniso yemoto ye-HDR, kunye nezibane ezijikelezayo, izinga lokungena kwee-LED zeemoto liyaqhubeka nokukhula, kwaye ukukhula kwemarike ye-LED yeemoto kulindeleke ukuba kudlule i-10% ngo-2021. ;
Ukwenziwa ngokusemthethweni kokulinywa kwezityalo ezikhethekileyo zoqoqosho eNyakatho Melika kukhuthaza ukuthandwa kokukhanya kwezityalo ze-LED.Imakethi ilindele ukuba izinga lokukhula lonyaka kwimakethi yokukhanya kwezityalo ze-LED iya kufikelela kwi-30% ngo-2021.
Okwangoku, iteknoloji yokubonisa i-LED encinci iye yaqatshelwa ngabavelisi bomatshini abaqhelekileyo kwaye ingene kwitshaneli yokuphuhlisa imveliso eninzi ngokukhawuleza.Kwelinye icala, abavelisi bomatshini abagqibeleleyo abanje nge-Apple, i-Samsung, kunye neHuawei baye bandise imigca yemveliso ye-Mini ye-LED backlight, kwaye abavelisi beTV abanje nge-TCL, LG, kunye ne-Konka baye bakhupha kakhulu i-Mini LED backlight TVs.
Kwelinye icala, iipaneli ze-Mini ze-LED ezisebenza ngokukhanyayo nazo ziye zangena kwinqanaba lokuvelisa ngobuninzi.NgoMeyi ka-2021, i-BOE yabhengeza ukuveliswa kobuninzi besizukulwana esitsha seglasi esekwe kwiglasi esebenzayo yeepaneli ze-Mini ze-LED, ezinezibonelelo zokuqaqamba okuphezulu, umahluko, umbala we-gamut, kunye nokudityaniswa komthungo.
Ngo-2021, iinkampani ezikhokelayo kunye noorhulumente basekhaya banomdla wokutyala imali kwishishini le-LED.Phakathi kwabo, kwintsimi ye-terminal esezantsi, ngoMeyi 2021, i-China ityale i-6.5 yebhiliyoni ye-yuan yokwakha i-Mini LED i-industrial park park, kwaye ixabiso lemveliso lilindeleke ukuba lidlule i-yuan ye-10 yeebhiliyoni emva kokugqitywa;kwindawo yokupakisha ephakathi, ngoJanuwari 2021, iChina iceba ukutyala i-5.1 yeebhiliyoni zeeyuan ukwakha i-3500 Umgca wemveliso we-LED omncinci, kunye nexabiso eliqikelelwayo lonyaka elingaphezulu kwe-10 yeebhiliyoni zeeyuan emva kokufikelela kwimveliso.Kuqikelelwa ukuba ngo-2021, utyalo-mali olutsha kuyo yonke iMini/Micro LED ishishini chain iya kudlula 50 billion yuan.
Ukukhangela phambili kwi-2022, ngenxa yokuhla kweenzuzo zezicelo zokukhanyisa zendabuko ze-LED, kulindeleke ukuba iinkampani ezininzi ziya kuphendukela kumboniso we-LED, i-automotive LED, i-UV LED kunye nezinye iindawo zesicelo.
Kwi-2022, utyalo-mali olutsha kwi-industry ye-LED kulindeleke ukuba igcine isikali sangoku, kodwa ngenxa yokuqulunqwa kwangaphambili kwepateni yokhuphiswano kwindawo yokubonisa i-LED, kulindeleke ukuba utyalo-mali olutsha luya kuncipha kwinqanaba elithile.
II.Ziliqela izinto ezifuna ingqalelo
Ukuxhotyiswa ngokugqithisileyo kukhawulezisa ukudityaniswa koshishino
Ukukhula okukhawulezayo kwexabiso lemveliso ye-LED yasekhaya kuzise ukugqithisela kwishishini lilonke.Umthamo ogqithisileyo ukhawulezisa ukudityaniswa kunye nokuncipha kwamandla kwishishini, kwaye ikhuthaza ukukhula kunye nophuhliso lweshishini le-LED ekuguquguqukeni.
Ngo-2021, ukuzimisela kweshishini lehlabathi le-LED ukutyala imali kuya kuncipha ngokupheleleyo phantsi kobhubhani omtsha we-pneumonia.Ngaphantsi kwemvelaphi yokurhweba kwe-Sino-US kunye nokuxabisa izinga lotshintshiselwano lwe-RMB, inkqubo yokuzenzekelayo yamashishini e-LED iye yakhawuleza kwaye ukuhlanganiswa okunzulu kweshishini kuye kwaba yinto entsha.
Ngokuvela ngokuthe ngcembe komthamo ogqithisileyo kunye nenzuzo enciphayo kwishishini le-LED, abavelisi be-LED bamazwe ngamazwe baye badibanisa rhoqo kwaye barhoxa kwiminyaka yakutshanje, kwaye uxinzelelo lokusinda lwamashishini akhokelayo e-LED kwilizwe lam luye lwanda ngakumbi.Nangona amashishini e-LED elizwe lam abuyise ukuthunyelwa kwawo ngaphandle ngenxa yempembelelo yokutshintshwa, ekuhambeni kwexesha, akunakuphepheka ukuba ukutshintshwa kwelizwe lam kwamanye amazwe kuya kuncipha, kwaye ishishini lasekhaya le-LED lisajongene nengxaki yokungakhathali.
Ukunyuka kwamaxabiso ezinto ezikrwada kukhokelela ekuguqukeni kwamaxabiso
Ngo-2021, amaxabiso eemveliso kwishishini le-LED aya kuqhubeka nokunyuka.Iinkampani ezifanelekileyo zasekhaya kunye nezangaphandle ezifana ne-GE Current, i-Universal Lighting Technologies (ULT), i-Leyard, i-Unilumin Technology, i-Mulinsen, njl njl. baye baphakamisa amaxabiso emveliso ngamaxesha amaninzi, ngokunyuka okuphakathi malunga ne-5%, apho ixabiso leemveliso ezimbalwa kakhulu. ukunqongophala kunyuke nge-30%.Isizathu esisisiseko kukuba ixabiso leemveliso ze-LED liyaguquguquka ngenxa yokunyuka kwamaxabiso ezinto ezibonakalayo.
Ingaba ukukhanya okanye iindawo zokubonisa, ukuthambekela kokunyuka kwamaxabiso akuyi kuncipha ngexesha elifutshane.Nangona kunjalo, ngokwembono yophuhliso lwexesha elide loshishino, ukunyuka kwamaxabiso kuya kunceda abavelisi ukuba baphucule kwaye baphucule ubume bemveliso yabo kunye nokunyusa ixabiso lemveliso.
Kukho utyalo-mali oluphinda-phindayo kwiinkalo ezivelayo
Ngenxa yosasazo oluphangaleleyo lotyalo-mali kushishino lwe-LED kwilizwe lonke, kukho ingxaki yotyalo-mali oluphinda-phindwayo kwiinkalo ezivelayo.
Kukho ukungaqiniseki malunga nokungena kweentlobo ezahlukeneyo zengxowankulu yoluntu, iimali ezikhokelayo kunye neengxowa-mali zemizi-mveliso kule nkalo.Ukusombulula ezi ngxaki, hayi kuphela utyalo-mali lobungcali olufunekayo ukukhokela nokuqhubela phambili unxibelelwano phakathi kwamashishini anyukayo nasezantsi, kodwa namakhonkco angundoqo ayafuneka.Lungisa iintsilelo.
III.Iingcebiso malunga neendlela zokuchasana ezinokuthi zithathwe
Ukulungelelanisa uphuhliso lwamashishini kwimimandla eyahlukeneyo kunye nokukhokela iiprojekthi ezinkulu
IKomishoni yoPhuhliso kunye noHlaziyo lweSizwe, iSebe lezoShishino kunye neTekhnoloji yoLwazi kunye namanye amasebe olawulo kufuneka alungelelanise uphuhliso lweshishini le-LED kwiindawo ezahlukeneyo, ahlole indlela "yesikhokelo sefestile" kwiiprojekthi ezinkulu ze-LED, kunye nokukhuthaza ukulungiswa kwe-LED. ubume boshishino.Ukukhuthaza ukuguqulwa kwe-LED chip substrate yokuvelisa kunye nemigca yemveliso yokupakisha, ukunciphisa ngokulinganayo inkxaso kwiiprojekthi zokukhanya ze-LED zendabuko, kunye nokukhuthaza ukuphuculwa kunye nokufakwa kwendawo kwezixhobo ze-LED kunye nezixhobo.Ukuxhasa iinkampani zasekhaya ezikhokelayo ze-LED ukuba zenze intsebenziswano yobugcisa kunye neetalente kunye neenkampani ezikwimimandla ehambele phambili efana neYurophu ne-United States, kunye nokukhuthaza iiprojekthi ezinkulu zemveliso ukuba zizinze kumaqela amakhulu amashishini.
Khuthaza inguqulelo edibeneyo kunye ne-R&D ukwenza izibonelelo kumacandelo asakhulayo
Sebenzisa amajelo enkxaso-mali asele ekho ukuze kuphuculwe ngokukodwa ulwakhiwo lwesixokelelwano sobonelelo kwiindawo ezivelayo kushishino lwe-LED.Ikhonkco ye-chip substrate igxile ekuphuculeni ukusebenza kwe-Ultra-high-definition Mini / Micro LED kunye ne-UV ejulile ye-UV chips;ikhonkco lokupakisha lijolise ekuphuculeni iinkqubo zokupakisha eziphambili ezifana nokupakisha ngokuthe nkqo kunye ne-flip-chip kunye nokunciphisa iindleko zokuvelisa;ikhonkco lesicelo lijolise ekuphuhliseni ukukhanya okuhlakaniphile, ukukhanya okunempilo, izityalo UkuKhanya kunye namanye amacandelo eemarike ezilingwayo iiprojekthi zokubonisa ukukhawulezisa ukusekwa kwemigangatho yeqela loshishino;kwizinto eziphathekayo kunye nezixhobo, sebenzisana neenkampani zesekethe ezidibeneyo zokuphucula inqanaba lendawo yendawo yezixhobo eziphezulu ze-LED kunye nezixhobo.
Ukomeleza ulongamelo lwamaxabiso oshishino nokwandisa amajelo emveliso kumazwe angaphandle
Ukusebenzisana kunye neenkampani zesekethe ezihlangeneyo ukwakha inkqubo yokubeka iliso yexabiso le-semiconductor chip, ukomeleza ukulawulwa kweemarike ze-LED, kunye nokukhawulezisa uphando kunye nesohlwayo sezenzo ezingekho mthethweni zokuqhuba amaxabiso eetshiphusi ze-LED kunye nezixhobo ngokuhambelana nemikhondo echazwe.Khuthaza ukwakhiwa kwemibutho yoshishino lwe-LED yasekhaya, ukwakha iqonga lenkonzo yoluntu eligubungela imigangatho, uvavanyo, amalungelo epropathi yengqondo, njl., ukugxila kwizibonelelo eziphezulu, ukunceda amashishini omeleze utshintshiselwano lwamazwe ngamazwe kunye nentsebenziswano, kunye nokwandisa iziteshi zokuthumela ngaphandle kweemveliso kwiimarike zaphesheya.
Ixesha lokuposa: Feb-11-2022
