A cikin 2022, ƙarƙashin tasirin COVID-19, kasuwar LED ta gida za ta ragu. Ana sa ran cewa yayin da ayyukan tattalin arziki suka sake komawa, kasuwar LED kuma za ta kawo farfadowa.Fuskoki masu sassauƙakumafuska mai siffa ta musammansuna da bukatar kasuwa mai karfi. Tare da ci gaban Mini / Micro LED fasaha da superimized dijital China gini yanayi dumi iska, da LED kasuwar ana sa ran samun ci gaba da girma.
A cikin wannan fitowar, mun lissafa abubuwan fasaha guda 4 da ayyukan kasuwa na hanyoyin haɗin gwiwa daban-daban a cikin masana'antar nuni a cikin 2023 don bayanin ku da kuma tabbatarwa.
1: Masana'antar LED za ta shigo da sabon salo
Ko da yake buƙatun za su tsaya a cikin 2022, ayyukan haɗin gwiwar masana'antu akai-akai. Dangane da hasashen halayen haɗin kai na manyan kamfanoni waɗanda aka tattara ta hanyar bincike mai ƙarfi "Rahoton Kwata-kwata na Masana'antar LED na 2022Q4", akwai yuwuwar wannan shekara za ta kawo sabon salo a gefen guntu, marufi, da gefen nuni.
Canje-canje a cikin haƙƙin sarrafawa na kamfanonin da aka jera masu alaƙa da LED a cikin kashi uku na farko na 2022
Hisense Kayayyakin gani & Canji
A tsakiyar watan Maris, Hisense Visual ya saka hannun jari miliyan 496 a Qianzhao Optoelectronics. Hannun jarin da suka biyo baya sun karu sau da yawa, tare da jimlar hannun jari na kashi 13.29%, ya zama babban mai hannun jari na Qianzhao Optoelectronics.
BOE & HC Semitek
A ƙarshen Oktoba, HC Semitek yana shirin canza ikonsa, kuma takamaiman maƙasudi za su sami 20% -30% na hannun jari. A cikin Mayu 2021, Huashi Holdings ya riƙe hannun jari na 24.87% a cikin Huacan Optoelectronics, ya zama babban mai hannun jarin kamfanin.
Kayayyaki & AMTC mallakar Jihar Shenzhen
A cikin watan Mayu, an canza mai hannun jari da kuma ainihin mai kula da Zhaochi Co., Ltd. zuwa kadarorin mallakar jihar Shenzhen, tare da canja wurin dala biliyan 4.368. bayan haihuwa. Capital Group da Yixin Investment suna riƙe 14.73% da 5% na hannun jari bi da bi
Nationstar Optoelectronics & Yancheng Dongshan
A ranar 10 ga Oktoba, Nationstar Optoelectronics ya shirya siyan hannun jari na 60% na Yancheng Dongshan a cikin tsabar kuɗi. Idan an kammala cinikin, Dongshan Precision da Guoxing Optoelectronics za su riƙe 40% da 60% na daidaiton Yancheng Dongshan bi da bi.
Nanfeng Investment & Liantronics
A ranar 10 ga Agusta, Lianjian Optoelectronics ya ba da sanarwar canjin hannun jari kuma farashin ciniki ya kai RMB miliyan 215; bayan da aka kammala ma'amala, Nanfeng Investment ya rike 1504% na hannun jari
2: Ci gaban ci gaban Mini/Micro LED ya kasance baya raguwa
A cikin 2022, yawancin sassan masana'antar za su yi lebur, amma Mini/Micro LED zai ci gaba da haɓaka girma. Daga hangen nesa na kwakwalwan LED na sama, jimillar ƙimar fitattun kwakwalwan kwamfuta masu haske na baya, Mini LED RGB kwakwalwan kwamfuta da kwakwalwan kwamfuta na LED sun kai yuan biliyan 4.26, karuwar shekara-shekara da kusan kashi 50%.
Mini/Micro LED kwakwalwan kwamfuta da aikace-aikace yanayin (2022)
Shigar da 2023, tare da sakin rigakafin annoba da sarrafawa, za a aiwatar da tsarin masana'antu na Mini/Micro LED kamar yadda aka tsara.
Dangane da hasken baya na Mini LED, an riga an sami yarjejeniya kan mafita gama gari, don haka ana tsammanin ci gaba da ci gaba a cikin 2023 a ƙarƙashin yanayin ƙarin haɓakawa a cikin ƙimar farashi;
Dangane da Mini LED RGB, tare da haɓakar jigilar kayayyaki da haɓakawa, farashin guntu ya ragu zuwa wuri mai daɗi na girma mai nauyi, kuma samfuran nunin LED masu girma na yanzu sun fara maye gurbinsu. Ana sa ran cewa za a ci gaba da ci gaba a cikin 2022 a cikin 2023.
2021-2026 Mini/Micro LED Chip Hasashen Hasashen Ƙimar
3: Metaverse LED nuni yana haskakawa cikin gaskiya
Idan muka yi magana game da kalmar da aka fi magana a cikin 2022, ya kamata ya zama "Metaverse". Daban-daban fasahohi irin su immersive computing, gefen kwamfuta, zurfin ilmantarwa, cibiyar sadarwa ta hanyar sadarwa, samar da injuna, da sauransu sun sami ci gaba, sannu a hankali suna kawo ra'ayoyin ɗan adam a zahiri. Ko da yake, a farkon wannan shekara, chatGPT a fili yana satar haske, wanda ya buɗe sabon zagaye na tseren makamai a cikin fasahar fasaha. Duk da haka, yin la'akari da ainihin halin da ake ciki na masana'antu, abubuwan da suka dace sun bayyana musamman a cikin CES da ISE, manyan nunin nunin nunin faifai guda biyu waɗanda masana'antar nuni ta kwanan nan ta kula da su. Kasuwa mai fadi tana ci gaba.
Global VP da XR jimlar ƙimar fitarwa
4: Masana'antu sun koma hanyar ci gaba
Da farko, daga taƙaitaccen aikin 2022 a cikin "Rahoton Masana'antar Allon LED na Kwata-kwata", ana iya ganin cewa ayyukan yawancin kamfanoni sun ragu shekara-shekara.
Hasashen Ayyukan LED da masana'antun nuni a cikin 2022
Bayan matsin lamba kan ayyukan kamfanoni da yawa shi ne jajircewar kasuwar buƙatun da annobar ta haifar, wanda ya haifar da faɗuwar farashi da girma a wuri guda. Ɗaukar masana'antar nunin LED a matsayin misali, bisa ga "2022 Small Pitch and Micro Pitch Research White Paper", buƙatar masana'antar don pixels LED zai kusan 90,000KK / wata a 2021, kuma kusan 60,000 ~ 70,000KK / wata a 2022 , yana nuna raguwar buƙatu mai mahimmanci. A shekarar 2023, za a sassauta rigakafin kamuwa da cutar a cikin gida, kuma manufar za ta mai da hankali kan farfado da tattalin arziki. A bangaren waje, tasirin manufofin kudi da Tarayyar Tarayya ta aiwatar ya ragu; sannan, manyan abubuwa guda biyu da suka shafi tattalin arzikin cikin gida da na waje a shekarar 2022 za su shude sannu a hankali a shekarar 2023; ana iya ganin cewa farfadowar tattalin arzikin zai haifar da farfadowar masana'antu.
Hakanan ya kamata a lura da cewa yayin bikin bazara a cikin 2023, kamfanoni daban-daban na LED sun riga sun tafi ƙasashen waje don shiga baje kolin ISE, wanda a hukumance ya sanar da sabuwar masana'antar LED ta “zamanin da ba su da annoba”.
Gabaɗaya, yana da tabbas cewa masana'antar za ta koma hanyar ci gaba. Duk shekara tana nuna raguwar farko sannan kuma tashi. Wato rabin farkon shekara yana fuskantar matsin lamba, kuma ana sa ran rabin na biyu na shekara zai sake farfadowa a cikin farfadowa. Gabaɗaya ya kasance cikin taka tsantsan da kyakkyawan fata.
Kasuwancin Nuni LED na Duniya Canje-canje
Bayan barkewar COVID-19 a cikin 2023, kasuwar LED za ta ci gaba akan hanya madaidaiciya.XYGLEDya dage kan bin kafaffen hanyar samfurin da kamfani ya kafa, yana tace mahimman samfuran, yana ƙara faɗaɗa fa'idodin samfur, kuma ya ci gaba da haɓaka sassan kasuwa. Kamfanin zai zurfafa bincike a kaiLED bene fuska, shawo kan matsalolin, magance matsalolin da ake ciki a cikin masana'antu, ci gaba da yin wasa da ruhun "shugabanci", haɗa ƙananan ci gaba a cikin manyan ci gaba, da kuma cimma sakamakon "1 + 1> 2" . Bayan shawo kan matsalolin fasaha, XYGLED zai yi amfani da sabuwar fasahar zuwa ƙarin filayen kuma ya kawo ƙarin al'amuran al'ada. Ba za mu canza ainihin nufinmu ba kuma mu ci gaba da yin gaba!
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Lokacin aikawa: Mayu-24-2023
