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Xukunka aasaasiga ah ee xaaladda horumarinta warshadaha LED ee Shiinaha ee 2022

 

2021, warshadaha LED-ka ee Shiinahalahaadib u soo kabashada oo ku korto saamaynta saamaynta beddelka ee faafitaanka COVID-19, iyo dhoofinta alaabada LED oo ay ku jiraan nalalka laydhka LED, laydhka xariijinta ee RGB, laydhka laydhka LED, nalalka tooska ah ayaa gaadhaycusub sarediiwaanka.Marka laga eego dhinaca warshadaha, LEDxadhig iftiinqalabka iyo dakhliga alaabta ayaa lahaa koror weyn, laakiin LED chip substrate, baakadaha, iyo faa'iidooyinka codsiga waa khafiifsan yihiin, oo ay weli la kulmaan cadaadis tartan weyn.

Raadinta 2022, waxaa la filayaa in warshadaha LED-ka ee Shiinaha ay sii wadi doonaan inay sii wadaan kobaca laba-lambarka ah ee hoos yimaada saameynta beddelka beddelka, iyo goobaha codsiga kulul waxay si tartiib tartiib ah u jeedin doonaan goobaha codsiyada soo baxaya sida nalalka smart, bandhig yar, iyo jeermiska ultraviolet qoto dheer.

 

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I.Xukunka aasaasiga ah ee xaaladda 2022

Saamaynta wareejinta beddelka ayaa sii socota, baahida wax-soo-saarka Shiinaha waa mid xooggan

Iyada oo ay saameysay saameynta wareeg cusub ee COVID-19, soo kabashada baahida warshadaha nalalka LED-ka ee caalamiga ah sanadka 2021 ayaa keenay kobac soo laabasho ah.Saamaynta beddelka warshadaha LED-ka ee waddankeena ayaa sii socota, dhoofinta qaybta hore ee sanadka waxay gaadhay heerkii ugu sarreeyay.

Dhinaca kale, Yurub iyo Maraykanka iyo waddamo kale ayaa dhaqaalahooda dib u bilaabay si waafaqsan siyaasadda fududaynta lacagta, iyo baahida soo dejinta ee alaabooyinka LED-ka ayaa si xooggan dib ugu soo laabtay.Sida laga soo xigtay xogta laga soo xigtay Ururka Laydhka Shiinaha, qeybtii hore ee 2021, qiimaha dhoofinta alaabada iftiinka LED ee Shiinaha ayaa gaadhay 20.988 bilyan oo doolarka Maraykanka ah, korodhka sanadlaha ah ee 50.83%, taasoo dhigaysa rikoor cusub oo dhoofin ah oo isku mid ah. muddo, kaas oo wax u dhoofinta Yurub iyo Maraykanku ay ka ahaayeen 61.2%, korodhka 11.9% sanad kasta.

Dhanka kale, infekshanno baaxad leh ayaa ka dhacay dalal badan oo Aasiya ah marka laga reebo Shiinaha, iyo baahida suuqa ayaa ka soo noqotay korriin xooggan sanadka 2020 ilaa xoogaa yar.Marka la eego saamiga suuqa caalamiga ah, Koonfur-bari Aasiya ayaa hoos uga dhacday 11.7% qeybtii hore ee 2020 ilaa 9.7% qeybtii hore ee 2021, Galbeedka Aasiya ayaa hoos uga dhacay 9.1% ilaa 7.7%, Bariga Aasiya ayaa hoos uga dhacday 8.9% ilaa 6.0%.Iyada oo uu cudurku sii kordhayo warshadaha wax soo saarka LED-ka ee Koonfur-bari Aasiya, waddammada waxaa lagu qasbay inay xidhaan jardiinooyin badan oo warshadeed, taas oo aad u caqabad ku ah silsiladda sahayda, iyo saameynta beddelka warshadaha LED-ka ee waddankeyga ayaa sii socday.

Qeybtii hore ee 2021, warshadaha LED-ka ee Shiinaha ayaa si wax ku ool ah u sameeyay farqiga saadka ee uu sababay cudurka faafa ee caalamiga ah, isagoo sii muujinaya faa'iidooyinka xarumaha wax soo saarka iyo xarumaha sahayda.

Raadinta 2022, waxaa la filayaa in dalabka suuqa ee warshadaha LED-yada caalamiga ah ay sii kordhi doonaan saameynta "dhaqaalaha guriga", iyo warshadaha LED-ka ee Shiinaha ayaa ka faa'iideysan doona saameynta wareejinta beddelka.

Dhanka kale, iyada oo ay saameyn ku leedahay faafitaanka caalamiga ah, dadka deggan ayaa aad u yaraaday, iyo baahida suuqa ee iftiinka gudaha, bandhiga LED, iwm.

Dhanka kale, gobollada Aasiya marka laga reebo Shiinaha ayaa lagu qasbay inay ka tanaasulaan nadiifinta fayraska oo ay qaataan siyaasad wada-noolaansho fayras ah sababo la xiriira caabuqyo baaxad leh, taas oo horseedi karta soo noqoshada iyo ka sii xumaanshaha xaaladda cudurka iyo kordhinta hubin la'aanta shaqada dib u bilaabista. iyo wax soo saarka.

Hay'adda CCID waxay saadaalisay in saameynta beddelka ee warshadaha LED-ka ee Shiinaha ay sii socon doonto 2022, iyo wax soo saarka LED-yada iyo baahida dhoofinta ayaa ahaan doonta mid xooggan.

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Faa'iidada wax-soo-saarka ayaa sii socota inay hoos u dhacdo, iyo tartanka warshadaha ayaa sii kordhaya

2021, faa'iidada faa'iidada baakadaha LED-ka ee Shiinaha iyo codsiyada ayaa yaraan doona, tartanka warshadaha ayaa noqon doona mid aad u daran;Awoodda wax-soo-saarka ee wax-soo-saarka substrate-ka, qalabka, iyo agabka ayaa si weyn u kordhin doona, faa'iidada ayaa la filayaa inay horumarto -sanad koror 21.3%;waxaa la filayaa in la joogteeyo kobaca laba-god ee 2022, iyo wadarta qiimaha wax soo saarka ayaa gaari doona 214.84 bilyan yuan.

 

 

Maalgelinta codsiyada soo baxaya ayaa sii kordhaya, xamaasadda maalgashiga warshaduhu waa mid sarreeya

Sannadka 2021, qaybo badan oo ka mid ah warshadaha LED-ka ayaa geli doona marxaladda warshadaynta degdegga ah, wax-soo-saarka wax-soo-saarka ayaa sii wadi doona in la hagaajiyo.

Waxaa ka mid ah, wax ku oolnimada beddelka korantada ee UVC LED waxay dhaaftay 5.6%, waxayna gashay nadiifinta hawada bannaan ee ballaaran, nadiifinta biyaha firfircoon, iyo suuqyada nadiifinta dusha adag;

Iyada oo la horumarinayo tignoolajiyada horumarsan sida nalalka hore ee smart, nalalka dambe ee nooca loo yaqaan, bandhigyada baabuurta HDR, iyo nalalka ambient, heerka gelitaanka LED-yada baabuurta ayaa sii kordhaya, iyo kobaca suuqa baabuurta LED-ka ayaa la filayaa inuu dhaafo 10% sanadka 2021 ;

Sharciyeynta beerista dalagyada dhaqaale ee gaarka ah ee Waqooyiga Ameerika waxay kicisaa caannimada iftiinka dhirta LED.Suuqa ayaa rajeynaya in heerka kobaca sanadlaha ah ee suuqa iftiinka dhirta LED uu gaaro 30% sanadka 2021.

Waqtigan xaadirka ah, tignoolajiyada soo bandhigida yar-yar ee LED-ka waxaa aqoonsaday soosaarayaasha mashiinka caadiga ah waxayna galeen kanaalka horumarinta wax soo saarka ballaaran ee degdega ah.Dhinaca kale, soosaarayaasha mishiinada oo dhamaystiran sida Apple, Samsung, iyo Huawei ayaa balaadhiyey khadadka wax soo saarka ee Mini LED, iyo soosaarayaasha TV-yada sida TCL, LG, iyo Konka waxay si xoogan u sii daayeen TV-yada laydhka ee mini LED.

Dhanka kale, muraayadaha Mini LED-yada ee firfircoon ee firfircoon ayaa sidoo kale galay marxaladda wax soo saarka ballaaran.Bishii Maajo 2021, BOE waxay ku dhawaaqday wax soo saarka ballaaran ee jiil cusub oo muraayad-ku-saleysan oo firfircoon oo Mini LED ah, kuwaas oo leh faa'iidooyinka dhalaalka aadka u sarreeya, isbarbardhigga, midabka midabka, iyo kala-bax la'aanta.

2021, shirkadaha hormuudka ka ah iyo dawladaha hoose waxay ku faraxsan yihiin inay maalgashadaan warshadaha LED-ka.Waxaa ka mid ah, garoonka terminaalka hoose, bishii Maajo 2021, Shiinuhu waxa uu ku maalgeliyay 6.5 bilyan yuan si loo dhiso baarkin warshadeed mini LED ah, waxaana la filayaa in qiimaha wax soo saarka uu dhaafo 10 bilyan yuan ka dib marka la dhammeeyo;gudaha baakadaha dhexda, Janaayo 2021, Shiinuhu wuxuu qorsheynayaa inuu maalgashado 5.1 bilyan yuan si uu u dhiso 3500 A yar oo wax soo saar LED ah, oo lagu qiyaasay wax soo saarka sanadlaha ah in ka badan 10 bilyan yuan ka dib marka la gaaro wax soo saarka.Waxaa lagu qiyaasaa in sanadka 2021, maalgashiga cusub ee dhammaan silsiladda warshadaha ee Mini/Micro LED ay dhaafi doonto 50 bilyan yuan.

Iyadoo la rajeynayo 2022, sababtoo ah hoos u dhaca faa'iidada codsiyada iftiinka dhaqameed ee LED, waxaa la filayaa in shirkado badan ay u jeesan doonaan bandhiga LED, LED baabuurta, UV LED iyo goobaha kale ee codsiga.

2022, maalgashiga cusub ee warshadaha LED-ka ayaa la filayaa inuu ilaaliyo miisaanka hadda jira, laakiin sababtoo ah samaynta hordhaca ah ee qaabka tartanka ee garoonka bandhiga LED, waxaa la filayaa in maalgashiga cusubi hoos u dhaco ilaa xad.

II.Dhowr arrimood oo u baahan fiiro gaar ah

Awoodda xad-dhaafka ah waxay dedejisaa isku-dhafka warshadaha dhexdiisa

Kobaca degdega ah ee qiimaha wax soo saarka LED-ka gudaha ayaa sidoo kale keenay awoodda xad dhaafka ah ee warshadaha guud ahaan.Awoodda xad-dhaafka ah waxay sii kordhisaa is-dhexgalka iyo awoodda-hoosaadka warshadaha, waxayna kor u qaaddaa kobaca iyo horumarinta warshadaha LED-ka ee isbeddelka.

Sannadka 2021, rabitaanka warshadaha LED-ka ee caalamiga ah si ay u maalgashadaan ayaa hoos u dhici doona guud ahaan cudurka faafa ee sambabada cusub.Marka loo eego asalka khilaafka ganacsiga ee Sino-US iyo qadarinta heerka sarrifka RMB, habka otomaatiga ah ee shirkadaha LED-ku waa uu dardargeliyay iyo is-dhexgalka xooggan ee warshadaha ayaa noqday isbeddel cusub.

Iyada oo ay si tartiib tartiib ah u soo ifbaxday awoodda xad-dhaafka ah iyo faa'iidada khafiifinta ee warshadaha LED-ka, soo-saareyaasha LED-yada caalamiga ah ayaa si isdaba-joog ah u dhexgalay lagana baxay sannadihii la soo dhaafay, iyo cadaadiska badbaadada ee shirkadaha LED-ka ee waddankayga ayaa sii kordhay.In kasta oo shirkadaha LED-ka ee dalkaygu ay dib u soo ceshadeen wax-soo-saarkii ay dhoofin jireen sababo la xiriira beddelka beddelka beddelka, haddana mustaqbalka fog, waa lama huraan in wax-soo-saarka waddanku uu u dhoofiyo dalal kale uu daciifo, warshadaha gudaha ee LED-yada ayaa weli wajahaya xaalad adag oo ah karti-darro.

 

Kor u kaca qiimaha alaabta ceeriin waxay horseedaa isbedbedelka qiimaha

Sannadka 2021, qiimaha alaabooyinka warshadaha LED-ka ayaa sii wadi doona inay kor u kacaan.Shirkadaha maxaliga ah iyo kuwa ajnabiga ah ee khuseeya sida GE Current, Universal Lighting Technologies (ULT), Leyard, Unilumin Technology, Mulinsen, iwm. ayaa kor u qaaday qiimaha alaabta marar badan, iyada oo celcelis ahaan kordhay 5%, taas oo qiimaha alaabta aad u yar. saadka gaabni waxa uu kordhay ilaa 30%.Sababta aasaasiga ah ayaa ah in qiimaha alaabada LED ay isbeddelaan sababtoo ah kor u kaca qiimaha alaabta ceeriin.

Haddi ay tahay iftiin ama meelaha bandhiga, isbeddelka qiimaha kor u kaca ma hoos u dhici doono muddada gaaban.Si kastaba ha noqotee, marka laga eego aragtida horumarka mustaqbalka fog ee warshadaha, qiimaha kor u kaca ayaa ka caawin doona soosaarayaasha inay kor u qaadaan oo ay cusboonaysiiyaan qaab dhismeedka badeecadooda oo ay kordhiyaan qiimaha badeecada.

Waxa jira maalgashi badan oo soo noqnoqda oo ku saabsan beeraha soo baxaya

Iyada oo ay ugu wacan tahay qaybinta aadka u baahsan ee maalgashiga warshadaha LED ee dalka oo dhan, waxaa jirta dhibaato ah maalgashiga soo noqnoqda ee meelaha soo baxaya.

Waxaa jira hubanti la'aan ku saabsan qulqulka noocyada kala duwan ee raasamaal bulsheed, maalgelinta hagta iyo maalgelinta warshadaha ee goobtan.Si loo xalliyo dhibaatooyinkan, ma aha oo kaliya maalgelin xirfadeed ayaa loo baahan yahay si loo hoggaamiyo loona wado xiriirka ka dhexeeya warshadaha kor iyo hoos, laakiin sidoo kale xiriiriyeyaasha muhiimka ah ayaa loo baahan yahay.Dib u habeyn ku samee.

III.Talo soo jeedin ah in la qaado tallaabooyin ka hortag ah

Isku-dubbaridka horumarinta warshadaha ee gobollada kala duwan iyo hagida mashaariicda waaweyn

Komishanka Horumarinta iyo Dib-u-habaynta Qaranka, Wasaaradda Warshadaha iyo Tignoolajiyada Warfaafinta iyo waaxaha maamulka ee kale waxay u baahan yihiin inay isku dubbaridaan horumarinta warshadaha LED-ka ee meelo kala duwan, sahamiyaan habka "hagidda daaqadda" ee mashaariicda waaweyn ee LED-ka, korna u qaadaan hagaajinta LED-ka. qaab dhismeedka warshadaha.Dhiirigelinta beddelka wax-soo-saarka substrate chip-ka LED-ka iyo khadadka wax-soo-saarka baakadaha, si dhexdhexaad ah u yareeya taageerada mashaariicda nalalka LED-ka ee dhaqameed, iyo dhiiri-gelinta cusboonaysiinta iyo meelaynta qalabka iyo agabka LED-ka.Taageer shirkadaha LED-ka ee hormuudka ka ah gudaha si ay u fuliyaan iskaashiga farsamada iyo kartida ee shirkadaha gobollada horumaray sida Yurub iyo Mareykanka, iyo dhiirigelinta mashaariicda waaweyn ee khadka wax soo saarka si ay u degaan kooxaha waaweyn ee warshadaha.

Ku dhiiri geli hal-abuurka wadajirka ah iyo R&D si ay u sameeyaan faa'iidooyin dhinacyada soo baxaya

Ka faa'iidayso kanaalada maalgelinta ee jira si aad si gaar ah u wanaajiso dhismaha silsiladda sahayda ee meelaha soo baxaya ee warshadaha LED-ka.Xidhiidhiyaha substrate-ka chip wuxuu diiradda saarayaa hagaajinta waxqabadka ultra-high-qeexidda Mini/Micro LED iyo chips UV LED qoto dheer;Xidhiidhka baakadku wuxuu diiradda saarayaa hagaajinta hababka baakadaha horumarsan sida baakadaha toosan iyo baakadka iyo yaraynta kharashka wax soo saarka;Isku xirka codsiga wuxuu diiradda saarayaa horumarinta nalka smart, nalka caafimaadka leh, dhirta Iftiinka iyo qaybaha kale ee suuqa ee mashaariicda tijaabada ah si loo dardargeliyo sameynta heerarka kooxda warshadaha;alaabta iyo qalabka, la kaashato shirkadaha wareegyada isku dhafan si loo hagaajiyo heerka deegaan ee qalabka LED-dhamaadka sare.

Xoojinta ilaalinta qiimaha warshadaha oo balaadhiso kanaalada dhoofinta alaabta

La shaqayn shirkadaha wareegyada isku dhafan si loo dhiso nidaamka kormeerka qiimaha chip semiconductor, xoojiso kormeerka ee suuqa LED, iyo in la dedejiyo baaritaanka iyo ciqaabta falalka sharci darrada ah ee kor u kaca qiimaha chips LED iyo alaabta sida ku cad tilmaamaha la sheegay.Dhiirigelinta dhismaha hay'adaha warshadaha LED-ga gudaha, dhisidda madal adeegga dadweynaha oo daboolaya heerarka, tijaabinta, xuquuqda hantida aqooneed, iwm., xoogga saara kheyraadka sare, ka caawinta shirkadaha inay xoojiyaan is-weydaarsiga caalamiga ah iyo iskaashiga, iyo ballaarinta marinnada dhoofinta ee badeecadaha suuqyada dibadda.


Waqtiga boostada: Febraayo-11-2022