Muna 2022, pasi pekukanganiswa kweCCIDID-19, musika we LED wepamba uchadzikira. Zvinotarisirwa kuti sezvo zviitiko zvehupfumi zvichitangazve, musika weLED uchaunzawo kupora.Flexible skriniuyemasikirini akasarudzikaiva nechido chakasimba chemusika. Nekufambira mberi kweMini / Micro LED tekinoroji uye yakakwira dhijitari China yekuvaka nharaunda inodziya mhepo, musika we LED unotarisirwa kuenderera mberi nekukura.
Muchikamu chino, tinonyora 4 tekinoroji maitiro uye kuita kwemusika kweakasiyana malink muindasitiri yekuratidzira muna 2023 kune yako referensi uye yekuongorora.
1: Iyo indasitiri ye LED ichaunza patani nyowani yemhando
Kunyangwe kudiwa kuchizodzika muna 2022, zviito zvekubatanidza maindasitiri zvinowanzoitika. Zvinoenderana nekufanotaura kwemaitiro ekubatanidza emabhizinesi akakosha akaunganidzwa nekutsvagisa zvine chiremera "2022Q4 LED Indasitiri Quarterly Report", pane mukana wakakura wekuti gore rino richaunza mhando nyowani yemhando padivi re chip, kurongedza, uye nedivi rekuratidzira.
Shanduko mukutonga kodzero dzemakambani ane hukama neLED muzvikamu zvitatu zvekutanga zve2022
Hisense Visual & Changelight
Pakati paKurume, Hisense Visual yakaisa mamirioni mazana mana nemakumi mapfumbamwe nematanhatu emasheya muQianzhao Optoelectronics. Kubata kwakazotevera kwakawedzera kakawanda, nechikamu chechikamu chechikamu chechikamu che13.29%, ikava mugova mukuru weQianzhao Optoelectronics.
BOE & HC Semitek
Pakupera kwaGumiguru, HC Semitek inoronga kushandura kutonga kwayo, uye tarisiro chaiyo ichawana 20% -30% yezvikamu. Muna Chivabvu 2021, Huashi Holdings akabata chikamu che24.87% muHuacan Optoelectronics, achive mugoveri mukuru wekambani.
Shenzhen State-owned Assets & AMTC
Muna Chivabvu, mugoveri anodzora uye mutongi chaiye weZhaochi Co., Ltd. akachinjirwa kuShenzhen State-owned Assets, nemutengo wekuchinjisa we4.368 bhiriyoni. mushure mekusununguka. Capital Group uye Yixin Investment inobata 14.73% uye 5% yezvikamu zvakateerana
Nationstar Optoelectronics & Yancheng Dongshan
Musi wa10 Gumiguru, Nationstar Optoelectronics yakaronga kutenga chikamu che60% muYancheng Dongshan nemari. Kana kutengeserana kwapera, Dongshan Precision uye Guoxing Optoelectronics inobata 40% uye 60% yehuwandu hweYancheng Dongshan zvakateerana.
Nanfeng Investment & Liantronics
Musi waNyamavhuvhu 10, Lianjian Optoelectronics yakabudisa chiziviso chekuchinja kwemugove uye mutengo wekutengeserana waiva RMB mamiriyoni 215; mushure mekunge kutengeserana kwapera, Nanfeng Investment yakabata 1504% yezvikamu
2: Iko kukura kweiyo Mini / Micro LED inoramba isina kudzikiswa
Muna 2022, zvikamu zvakawanda zveindasitiri zvinozoita flat, asi Mini/Micro LED icharamba ichikura. Kubva pamaonero ekumusoro kwe LED machipisi, kukosha kwese kweMini LED backlight machipisi, Mini LED RGB machipisi uye Micro LED machipisi akasvika 4.26 bhiriyoni yuan, gore-pa-gore kuwedzera kweanenge 50%.
Mini/Micro LED machipisi uye mamiriro ekushandisa (2022)
Kupinda muna 2023, nekuburitswa kwekudzivirira nekudzora denda, maitiro eindasitiri eMini/Micro LED achaitwa sezvakarongwa.
Panyaya yeMini LED backlight, patova nekubvumirana pane mhinduro yakajairika, saka zvinotarisirwa kuchengetedza kumwe kukura muna 2023 pasi pemamiriro ekuwedzera kuvandudzwa mukuita kwemutengo;
Maererano neMini LED RGB, nekuwedzera kwekutakura uye zvibereko, mitengo yechip yakaderera kusvika panzvimbo inotapira yevhoriyamu inorema, uye iripo yepamusoro-yekupedzisira LED kuratidza zvigadzirwa zvakatanga kuchinjwa. Zvinotarisirwa kuti kukura kwekukura muna 2022 kuchachengetwa muna 2023.
2021-2026 Mini/Micro LED Chip Kugadzira Kukosha Forecast
3: Metaverse LED kuratidza inopenya muchokwadi
Kana tikataura nezve izwi rinonyanya kukurukurwa muna 2022, rinofanira kunge riri "Metaverse". Tekinoroji dzakasiyana siyana senge inonyudza komputa, kumucheto komputa, kudzidza kwakadzama, dhizaini network, kupa injini, nezvimwe zvakawana mabudiro, zvishoma nezvishoma zvichiunza pfungwa dzakashinga dzevanhu muchokwadi. Kunyangwe, mukutanga kwegore rino, chatGPT yaive pachena ichibira chitarisiko, icho chakavhura rutsva rwemakwikwi emaoko anopenga munyika yetekinoroji. Nekudaro, tichitarisa kubva kumamiriro chaiwo eindastiri, mafambiro akakodzera anonyanya kuoneka muCES neISE, iwo maviri maratidziro makuru ayo indasitiri yekuratidzira ichangobva kutarisisa. Musika mukuru uri kufambira mberi.
Global VP uye XR yakazara kuburitsa kukosha
4: Iyo indasitiri inodzokera kune yekukura track
Chekutanga pane zvese, kubva ku2022 kuita muchidimbu mu "LED Screen Indasitiri Quarterly Report", zvinogona kuonekwa kuti kuita kwemakambani mazhinji kwakadzikira gore negore.
Performance Forecast yeLED uye vagadziri vekuratidzira muna 2022
Kuseri kwekumanikidzwa kwekuita kwemakambani mazhinji kune husimbe hwemusika kudiwa nedenda, izvo zvakonzera kuti mutengo uye huwandu huwire munzira imwe chete. Tichitora indasitiri yekuratidzira ye LED semuenzaniso, zvinoenderana ne "2022 Diki Pitch uye Micro Pitch Research White Paper", iyo indasitiri inodiwa yemapikisi e LED ichave ingangoita 90,000KK / mwedzi muna 2021, uye ingangoita 60,000 ~ 70,000KK / mwedzi muna 2022. , kuratidza kuderera kukuru kwekudiwa. Muna 2023, kudzivirira uye kutonga kwedenda repamba kuchadzoredzwa, uye mutemo uchatarisa kudzoreredza hupfumi. Kudivi rekunze, pesvedzero yehurongwa hwemari inoshandiswa neFederal Reserve yaramba; zvino, zvinhu zviviri zvikuru zvinokanganisa hupfumi hwemukati nekunze muna 2022 zvichapera zvishoma nezvishoma muna 2023; zvinoonekwa kuti kusimbaradza kwehupfumi kuchafambisa kumuka kwemaindasitiri.
Izvo zvakakoshawo kuziva kuti panguva yeMutambo weChirimo muna 2023, makambani akasiyana eLED akatoenda mhiri kwemakungwa kunotora chikamu mukuratidzira kweISE, iyo yakazivisa zviri pamutemo rwendo rutsva rweindasitiri yeLED ye "nguva isina denda".
Pazere, ichokwadi chekuti indasitiri inodzokera kune yekukura track. Gore rose rinoratidza kuderera kwekutanga uyezve kusimuka. Ndiko kuti, hafu yekutanga yegore iri pasi pekumanikidzwa, uye hafu yechipiri yegore inotarisirwa kudzoka pakugadzirisa. Zvose zvinoramba zvine tarisiro nokungwarira.
Global LED Display Market Inoda Shanduko
Mushure meCCIDID-19 denda muna 2023, musika we LED unotangazve munzira chaiyo.XYGLEDinoomerera pakutevera nzira yakamiswa yechigadzirwa, inonatsa zvigadzirwa zvakakosha, inowedzera kuwedzera mabhenefiti echigadzirwa, uye inoenderera mberi nekurima zvikamu zvemusika. Iyo kambani ichaita tsvakiridzo yakadzama paLED pasi skrini, kukunda matambudziko, kugadzirisa matambudziko aripo muindastiri, ramba uchitamba mweya we "utungamiri", batanidza diki diki mukubudirira kukuru, uye uwane mhedzisiro ye "1 + 1> 2". Mushure mekukunda matambudziko ehunyanzvi, XYGLED ichashandisa tekinoroji nyowani kune mamwe minda uye kuunza mamwe emhando dzemhando. Hatisi kuzoshandura chinangwa chedu chepakutanga uye tirambe tichienderera mberi!
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Nguva yekutumira: May-24-2023
