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Chigamulo choyambirira pakukula kwamakampani aku China a LED mu 2022

 

Mu 2021, makampani aku China a LEDanalibwererani ndikukula chifukwa cha kutengera kwa mliri wa COVID-19, ndikutumiza kunja kwa zinthu za LED kuphatikiza nyali za mizere ya LED, kuwala kwa RGB led strip, kuwala kwa neon strip ya LED, zowunikira zofananira zidafikazatsopano apamwambambiri.Kuchokera pamalingaliro amakampani, LEDvula kuwalazida ndi ndalama zakuthupi zidakwera kwambiri, koma gawo laling'ono la LED chip, ma CD, ndi phindu la ntchito likucheperachepera, ndipo akukumanabe ndi mpikisano waukulu.

Tikuyembekezera 2022, tikuyembekezeka kuti msika waku China wa LED upitilizebe kukula kwa manambala awiri mothandizidwa ndi kusintha kosinthika, ndipo magawo ogwiritsira ntchito otentha adzatembenukira pang'onopang'ono ku magawo omwe akubwera monga kuunikira kwanzeru, mawonedwe ang'onoang'ono, ndi ultraviolet disinfection kwambiri.

 

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I.Chigamulo choyambirira cha zomwe zikuchitika mu 2022

Kusintha kosinthika kumapitilirabe, kufunikira kwa kupanga ku China ndikolimba

Kukhudzidwa ndi kukhudzidwa kwa kuzungulira kwatsopano kwa COVID-19, kuyambiranso kwamakampani opanga magetsi a LED padziko lonse lapansi mu 2021 kunabweretsa kukula.Kusintha kwamakampani a LED mdziko lathu kukupitilirabe, ndipo zogulitsa kunja mu theka loyamba la chaka zidakwera kwambiri.

Kumbali ina, Europe ndi United States ndi maiko ena ayambiranso chuma chawo pansi pa ndondomeko yochepetsera ndalama, ndipo kufunikira kwa katundu wa LED kwakwera kwambiri.Malinga ndi deta yochokera ku China Lighting Association, mu theka loyamba la 2021, mtengo wogulitsa kunja kwa zinthu zowunikira za LED ku China unafika pa madola 20.988 biliyoni aku US, kuwonjezeka kwa chaka ndi 50,83%, ndikuyika mbiri yatsopano yogulitsa kunja mofanana. Nthawi, zomwe zimatumiza ku Europe ndi United States zidakhala 61.2%, kuwonjezeka kwa 11.9% chaka ndi chaka.

Kumbali ina, matenda akulu achitika m'maiko ambiri aku Asia kupatula China, ndipo kufunikira kwa msika kwatsika kuchoka pakukula kwamphamvu mu 2020 mpaka kutsika pang'ono.Pankhani ya msika wapadziko lonse lapansi, Southeast Asia idatsika kuchokera pa 11.7% mu theka loyamba la 2020 mpaka 9.7% mu theka loyamba la 2021, West Asia idatsika kuchokera 9.1% mpaka 7.7%, ndipo East Asia idatsika kuchokera 8.9% mpaka 6.0%.Pamene mliriwu udakhudzanso makampani opanga ma LED ku Southeast Asia, maiko adakakamizika kutseka mapaki angapo ogulitsa mafakitale, zomwe zidalepheretsa kwambiri njira zogulitsira, ndikulowa m'malo kwa mafakitale a LED mdziko langa.

Mu theka loyamba la 2021, makampani opanga ma LED aku China adapanga bwino kusiyana kwazinthu zomwe zachitika chifukwa cha mliri wapadziko lonse lapansi, ndikuwunikiranso zabwino zamalo opangira zinthu komanso malo ogulitsa.

Tikuyembekezera 2022, tikuyembekezeka kuti kufunikira kwa msika wamakampani apadziko lonse lapansi a LED kuchulukirachulukira chifukwa cha "chuma chakunyumba", ndipo makampani aku China aku LED apindula ndi kusintha kosinthika.

Kumbali imodzi, chifukwa cha mliri wapadziko lonse lapansi, okhalamo adatuluka pang'ono, ndipo kufunikira kwa msika kwa kuyatsa kwamkati, mawonetsedwe a LED, ndi zina zambiri kunapitilira, ndikulowetsa mphamvu zatsopano mumakampani a LED.

Kumbali ina, madera aku Asia kupatula China adakakamizika kusiya chilolezo chololeza ma virus ndikutengera mfundo yoti agwirizane ndi ma virus chifukwa cha matenda akulu, zomwe zitha kubweretsa kuyambiranso komanso kuwonongeka kwa mliri ndikuwonjezera kusatsimikizika kuti ayambiranso ntchito. ndi kupanga.

CCID think tank imalosera kuti m'malo mwamakampani aku China a LED apitilira mu 2022, ndipo kupanga kwa LED ndi kufunikira kwa kunja kudzakhalabe kolimba.

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Phindu lopanga zinthu likupitirirabe kuchepa, ndipo mpikisano wamakampani ukukulirakulira

Mu 2021, malire a phindu la ma CD a LED aku China adzachepa, ndipo mpikisano wamakampani udzakula kwambiri;Kupanga kwa chip substrate kupanga, zida, ndi zida kuchulukirachulukira, ndipo phindu likuyembekezeka kuwongolera.CCID think tank statistics ikuwonetsa kuti mu 2021, ndalama zamakampani omwe adalembedwa ku China zidzafika 177.132 biliyoni, chaka chilichonse. -kuwonjezeka kwa chaka cha 21.3%;ikuyembekezeka kupitiliza kukula kwa manambala awiri mu 2022, ndipo mtengo wonsewo udzafika pa 214.84 biliyoni ya yuan.

 

 

Kuyika ndalama m'mapulogalamu omwe akungobwera kumene kukukulirakulira, ndipo chidwi chofuna ndalama zamafakitale chakwera

Mu 2021, madera ambiri omwe akutuluka mumakampani a LED alowa gawo lazachuma mwachangu, ndipo magwiridwe antchito apitiliza kukonzedwa.

Pakati pawo, kutembenuka kwa photoelectric kwa UVC LED kwadutsa 5.6%, ndipo yalowa m'malo akuluakulu oletsa kutentha kwa mpweya, kutsekemera kwa madzi amphamvu, ndi misika yovuta yowonongeka;

Ndi chitukuko cha matekinoloje apamwamba monga magetsi akutsogolo anzeru, ma taillights amtundu wamtundu, zowonetsera magalimoto a HDR, ndi magetsi ozungulira, kuchuluka kwa ma LED amagalimoto akupitilira kukwera, ndipo kukula kwa msika wamagalimoto a LED kukuyembekezeka kupitilira 10% mu 2021. ;

Kuvomerezeka kwa kulima mbewu zapadera zachuma ku North America kumalimbikitsa kutchuka kwa kuyatsa kwa mbewu za LED.Msika ukuyembekeza kuti kukula kwapachaka kwa msika wowunikira mbewu za LED kudzafika 30% mu 2021.

Pakalipano, teknoloji yaying'ono yowonetsera LED yakhala ikudziwika ndi opanga makina akuluakulu ndipo yalowa mu njira yofulumira yopanga misala.Kumbali imodzi, opanga makina athunthu monga Apple, Samsung, ndi Huawei awonjezera mizere yawo ya Mini LED backlight, ndipo opanga ma TV monga TCL, LG, ndi Konka atulutsa mwamphamvu ma TV apamwamba a Mini LED backlight.

Kumbali inayi, mapanelo otulutsa a Mini LED alowanso pagawo lopanga zinthu zambiri.M'mwezi wa Meyi 2021, BOE idalengeza kupanga kwakukulu kwa m'badwo watsopano wa mapanelo a Mini LED omwe ali ndi magalasi, omwe ali ndi ubwino wowala kwambiri, kusiyanitsa, mtundu wa gamut, ndi kusanjana kopanda msoko.

Mu 2021, makampani otsogola ndi maboma am'deralo ali okondwa kuyika ndalama pamakampani a LED.Pakati pawo, m'munda wotsikirapo, mu Meyi 2021, China idayika ndalama zokwana 6.5 biliyoni kuti imange paki yamagetsi ya Mini LED, ndipo mtengo wake ukuyembekezeka kupitilira yuan biliyoni 10 ukamaliza;m'munda wapakatikati, mu Januwale 2021, China ikukonzekera kuyika ndalama zokwana 5.1 biliyoni kuti ipange 3500 Mzere waung'ono wa LED, womwe umakhala ndi mtengo wapachaka wopitilira yuan 10 biliyoni ukatha kupanga.Akuti mu 2021, ndalama zatsopano zamakampani a Mini/Micro LED zidzaposa 50 biliyoni.

Tikuyembekezera 2022, chifukwa cha kuchepa kwa phindu la ntchito zowunikira zachikhalidwe za LED, tikuyembekezeka kuti makampani ambiri atembenukira ku chiwonetsero cha LED, magalimoto a LED, UV LED ndi magawo ena ogwiritsira ntchito.

Mu 2022, ndalama zatsopano zamakampani a LED zikuyembekezeka kukhalabe ndizomwe zikuchitika, koma chifukwa cha kukhazikitsidwa koyambirira kwa mawonekedwe a mpikisano mu gawo lowonetsera la LED, zikuyembekezeka kuti ndalama zatsopanozi zidzachepa pang'ono.

II.Nkhani zingapo zofunika kuziganizira

Kuchulukirachulukira kumathandizira kuphatikizana mkati mwamakampani

Kukula mwachangu kwa mtengo wapakhomo wa LED kwabweretsanso kuchulukirachulukira kwamakampani onse.Kuchulukirachulukira kumathandiziranso kuphatikizika ndi kuchepa mphamvu mumakampani, ndikulimbikitsa kukula ndi chitukuko chamakampani a LED pakusinthasintha.

Mu 2021, kufunitsitsa kwamakampani apadziko lonse lapansi a LED kuyika ndalama kudzatsika pansi pa mliri watsopano wa chibayo.Pansi pa mkangano wamalonda wa Sino-US komanso kuyamikira kwa kusintha kwa RMB, njira yodzipangira mabizinesi a LED yapita patsogolo ndipo kuphatikiza kwakukulu kwamakampani kwakhala njira yatsopano.

Ndi kukula kwapang'onopang'ono kwa kuchulukitsitsa ndi kuchepera kwa phindu pamakampani opanga ma LED, opanga ma LED apadziko lonse lapansi aphatikizana ndikusiya m'zaka zaposachedwa, ndipo kupulumuka kwa mabizinesi otsogola a LED akuchulukirachulukira.Ngakhale mabizinesi akudziko langa a LED adabwezanso zogulitsa kunja chifukwa cha kusintha kosinthika, m'kupita kwanthawi, sikungapeweke kuti kulowetsedwa kwa dziko langa kupita kumayiko ena kufooke, ndipo makampani apakhomo a LED akukumanabe ndi vuto la kuchulukirachulukira.

 

Kukwera kwamitengo yazinthu zopangira kumabweretsa kusinthasintha kwamitengo

Mu 2021, mitengo yazinthu mumakampani a LED ipitilira kukwera.Makampani oyenerera apakhomo ndi akunja monga GE Current, Universal Lighting Technologies (ULT), Leyard, Unilumin Technology, Mulinsen, ndi ena akweza mitengo yazinthu nthawi zambiri, ndikuwonjezeka kwa pafupifupi 5%, komwe mtengo wake wazinthu zochepa kwambiri. mukusowa kwawonjezeka ndi 30%.Chifukwa chachikulu ndikuti mtengo wazinthu za LED umasinthasintha chifukwa cha kukwera kwamitengo yamafuta.

Kaya ndikuwunikira kapena madera owonetsera, kukwera mitengo kwamitengo sikuchepa pakanthawi kochepa.Komabe, potengera kukula kwa msika kwanthawi yayitali, kukwera kwamitengo kudzathandiza opanga kukhathamiritsa ndikukweza kapangidwe kawo ndikuwonjezera mtengo wazinthu.

Pali ndalama zobwerezabwereza m'magawo omwe akubwera

Chifukwa cha kugawanika kwakukulu kwa ndalama zamakampani a LED m'dziko lonselo, pali vuto la ndalama zobwerezabwereza m'madera omwe akutuluka.

Pali kusatsimikizika pakubwera kwamitundu yosiyanasiyana yazachuma, ndalama zowongolera komanso ndalama zamafakitale m'munda uno.Kuti athetse mavutowa, sikuti kokha ndalama zaukatswiri zimafunika kuti zitsogolere ndi kuyendetsa mgwirizano pakati pa mafakitale akumtunda ndi kumunsi, komanso maulalo ofunikira amafunikira.Konzani zolakwika.

III.Malingaliro oletsa kutengera

Konzani chitukuko cha mafakitale m'madera osiyanasiyana ndikuwongolera ntchito zazikulu

Bungwe la National Development and Reform Commission, Ministry of Industry and Information Technology ndi ma dipatimenti ena oyang'anira akuyenera kugwirizanitsa chitukuko cha mafakitale a LED m'malo osiyanasiyana, kufufuza njira za "windows guide" pamapulojekiti akuluakulu a LED, ndikulimbikitsa kusintha kwa LED. kapangidwe ka mafakitale.Limbikitsani kusintha kwa ma LED chip substrate ndikupanga mizere yopangira, kuchepetsa pang'onopang'ono kuthandizira ntchito zowunikira zachikhalidwe za LED, ndikulimbikitsa kukweza ndi kutulutsa zida ndi zida za LED.Thandizani makampani otsogola apakhomo a LED kuti achite mgwirizano waukadaulo ndi luso ndi makampani omwe ali m'zigawo zotsogola monga Europe ndi United States, ndikulimbikitsa ma projekiti akuluakulu opanga kupanga kuti akhazikike m'magulu akuluakulu a mafakitale.

Limbikitsani luso lophatikizana ndi R&D kuti mupange zabwino m'magawo omwe akubwera

Gwiritsani ntchito njira zomwe zilipo kale kuti mupititse patsogolo ntchito zomanga m'malo omwe akutukuka amakampani a LED.Ulalo wagawo la chip umayang'ana kwambiri pakuwongolera magwiridwe antchito a Mini / Micro LED ndi tchipisi takuya za UV;ulalo wolongedza umayang'ana kwambiri pakukweza njira zonyamula zotsogola monga kuyika moyimirira ndi pafipi-chip ndikuchepetsa ndalama zopangira;ulalo wogwiritsa ntchito umayang'ana pakupanga kuunikira kwanzeru, kuyatsa kwabwino, Kuunikira kwa zomera ndi magawo ena amsika owonetsa ntchito zowonetsera kuti apititse patsogolo mapangidwe amagulu amakampani;pazida ndi zida, gwirizanani ndi makampani ozungulira ophatikizika kuti apititse patsogolo kukhazikika kwa zida zapamwamba za LED ndi zida.

Limbikitsani kuyang'anira mitengo yamakampani ndikukulitsa njira zotumizira katundu

Gwirizanani ndi makampani ophatikizira ozungulira kuti mupange makina owunikira mitengo ya semiconductor chip, kulimbikitsa kuyang'anira msika wa LED, ndikufulumizitsa kufufuza ndi kulanga anthu osaloledwa okwera mitengo ya tchipisi ta LED ndi zida malinga ndi zomwe zanenedwa.Limbikitsani kumangidwa kwa mabungwe apanyumba a LED, kumanga nsanja yogwirira ntchito zaboma yokhala ndi miyezo, kuyezetsa, ufulu wazinthu zamaluso, ndi zina zambiri, kuyika kwambiri chuma chambiri, kuthandizira mabizinesi kulimbikitsa kusinthanitsa ndi mgwirizano wapadziko lonse lapansi, ndikukulitsa njira zotumizira katundu m'misika yakunja.


Nthawi yotumiza: Feb-11-2022