Imboni yokubonisa ye-LED kulindeleke ukuthi ingenise isikhathi sokubuyiselwa kokusebenza. Ngokombiko wakamuva weTrend Force, okuyinhlangano ecwaninga ngemakethe, inani lomkhiqizo we-LED okukhonjiswa kulindeleke ukuthi lenyuke ngo-13.5% unyaka nonyaka lifike ku-US $ 6.27 billion ngo-2021.
Ngokusho kombiko, imakethe yokubonisa i-LED yomhlaba izothinteka yilo bhubhane ngo-2020, futhi inani eliphelele lokukhipha lizofinyelela ku-US $ 5.53 billion kuphela, ukwehla konyaka ngonyaka ngo-12.8%. Ukwehla kwesidingo eYurophu nase-United States kusobala kakhulu. Ngo-2021, njengoba isidingo sonke sifudumala futhi namanani entengo akhuphukayo enyuka ngenxa yokushoda, abakhiqizi be-LED bazokhuphula amanani emikhiqizo yabo ngasikhathi sinye. Kulo nyaka, inani lokukhiphayo lemakethe yokubonisa ye-LED kulindeleke ukuthi lenyuke.
Phakathi kwezinkampani ezihamba phambili, uLeyard udalule isibikezelo sombiko sonyaka, kanti uhla lwenzuzo engxenyeni yokuqala yalo nyaka kwakungu-250-300 million yuan, uma kuqhathaniswa nama-yuan ayizigidi ezingama-225 ngesikhathi esifanayo ngonyaka odlule. Ngokusho kwenkampani, isidingo semakethe yokubonisa yasekhaya siyaqhubeka nokuba namandla, futhi inani lama-oda amasha asayinwe engxenyeni yokuqala yonyaka lenyuke kakhulu ngokuqhathaniswa nesikhathi esifanayo sonyaka odlule. Kuze kube manje, inani lama-oda asanda kusayiniwa aphesheya kwezilwandle nalo lidlule isikhathi esifanayo sonyaka odlule.
NjengoTrend Force, umhlaziyi weGreat Wall Securities uZou Lanlan naye unikeze umhlahlandlela wethemba. Umhlaziyi ukhiphe umbiko wocwaningo ngoMeyi 26, ethi ngokubheka unyaka ka-2021, imakethe yasekhaya kulindeleke ukuthi iqhubeke nomkhuba wokululama kuQ4 2020. Ngasikhathi sinye, kulindeleke ukuthi imakethe yaphesheya kwezilwandle izolulama njengoba ubhadane ludamba . Ku-2021, imakethe yokubonisa ye-LED izofinyelela ku-6.13 billion dollars yaseMelika, ukwanda konyaka ngonyaka kwe-12%.
Umhlaziyi ubuye abe nethemba ngokulandela umkhondo ophezulu wezikhangiso ze-LED ezinamabala amancane, okukhombisa ukuthi amakamelo okulawula, amahhovisi ezinkampani, amahholo embukiso womkhiqizo namakamelo okuhlangana asebenzisa ngokushesha imikhiqizo emincane yokubonisa i-LED. Ku-2020, ngemuva kwesizinda sokwehla okuphelele kwesidingo sokubonisa i-LED, ukuthunyelwa komkhiqizo omncane kanye nemikhiqizo emihle ye-pitch (ngosayizi ongadluli ku-1.99mm) kufinyelele kumayunithi ayi-160,000, ukwanda cishe kuka-10% unyaka nonyaka, futhi kulindeleke ukuthi ifinyelele kumayunithi angama-260,000 ngonyaka wezi-2021. Ukwanda konyaka unyaka cishe kwama-59%, imboni iyaqhubeka nokugcina umfutho wokukhula okukhulu.
Ngokuya ngemininingwane yengwe yekhanda, usayizi wemakethe wemboni yase-China ekhombisa i-LED kulindeleke ukuthi ikhule ifike ku-110.41 billion yuan ngo-2023, kanti izinga lokukhula lonyaka ngonyaka ka-2019-2023 lizofinyelela ku-14.8%. Phakathi kwazo, imakethe ye-LED encane izofinyelela kuma-yuan angama-48.63 billion ngo-2023, ebalwa cishe isigamu sayo yonke imakethe ye-LED.
Ngokuzayo, ngokwandiswa okuqhubekayo kwesilinganiso sokufakwa kwezikhangiso ezincane, ama-Mini LED ekhombisa kanye nezibonisi ze-Micro LED ziyaqaphela kancane izinhlelo zokusebenza ezinkulu, futhi kusekhona indawo enkulu yokukhula embonini yokubonisa ye-LED.
Phakathi kwezinkampani ezisohlwini, iLijing, ibhizinisi elihlanganyelwe phakathi kweLeyard ne-Epistar Optoelectronics, yaqala ukukhiqizwa ngokusemthethweni ngo-Okthoba 2020, yaba isikhungo sokuqala sokukhiqiza ngobuningi beMicro LED. Njengamanje, ama-oda agcwele futhi ukukhiqizwa kunwetshwe ngaphambi kwesikhathi. UFu Chuxiong, umhlaziyi kwaGalaxy Securities, ubikezela ukuthi ngo-2021, imikhiqizo yenkampani iMicro LED izofinyelela imali engama-yuan ayizigidi ezingama-300-400, futhi izogcina ukuthambekela kokungena ngokushesha ngokuzayo.
Ukuthuthuka okusheshayo kwezikhangiso ze-LED ezinamabala amancane nakho kulethe isikhala esengeziwe sobuchwepheshe bokupakisha be-LED. Ukupakisha kwe-COB kunezinzuzo zokukhanya nokuncipha, nokuzinza okuphezulu kwezicelo zasendlini. Ngokuya ngedatha yangaphakathi ye-LED, ngokuya ngenani lokukhiphayo lokupakisha kwe-LED, inani lokukhiphayo kwesibonisi se-LED cishe ngama-dollar ayizigidi eziyizinkulungwane ezingama-2.14, kanti ezansi nomfula zaba yi-13%. Ngokuvuthwa kancane kancane kwe-pitch encane, i-mini mini neminye imikhiqizo ngokuzayo, inani lenani lokukhipha elihlobene nalo lizokhula kancane kancane.
Isikhathi Iposi: Jul-01-2021