Ka 2022, tlas'a tšusumetso ea COVID-19, 'maraka oa lehae oa LED o tla theoha. Ho lebeletsoe hore ha mesebetsi ea moruo e qalella, 'maraka oa LED le ona o tla tlisa ntlafatso.Li-skrini tse feto-fetohangleli-skrini tse nang le sebōpeho se khethehilengho ba le tlhoko e matla ea 'maraka. Ka tsoelo-pele ea theknoloji ea Mini / Micro LED le tikoloho e futhumetseng ea kaho ea dijithale ea China, 'maraka oa LED o lebelletsoe ho fihlela kholo e tsoelang pele.
Khatisong ena, re thathamisa mekhoa e 4 ea tekheniki le ts'ebetso ea 'maraka ea likhokahano tse fapaneng indastering ea lipontšo ka 2023 bakeng sa litšupiso tsa hau le netefatso.
1: Indasteri ea LED e tla tlisa mofuta o mocha oa mofuta
Leha tlhokahalo e tla thekesela ka 2022, liketso tsa kopanyo ea indasteri li etsahala khafetsa. Ho latela ponelopele ea boits'oaro ba kopanyo ea likhoebo tsa bohlokoa bo hlophisitsoeng ke lipatlisiso tse nang le matla a "2022Q4 LED Industry Quarterly Report", ho na le monyetla o moholo oa hore selemong sena o tla hlahisa mofuta o mocha lehlakoreng la chip, lehlakoreng la liphutheloana, le lehlakoreng la pontšo.
Liphetoho litokelong tsa taolo ea lik'hamphani tse thathamisitsoeng tse amanang le LED likarolong tse tharo tsa pele tsa 2022
Hisense Visual & Changelight
Bohareng ba Hlakubele, Hisense Visual e ile ea tsetela likarolo tse limilione tse 496 ho Qianzhao Optoelectronics. Lichelete tse ileng tsa latela li ile tsa eketseha ka makhetlo a 'maloa, ka kakaretso ea chelete ea kabelo ea 13.29%, ea fetoha ea nang le kabelo e kholo ka ho fetisisa ea Qianzhao Optoelectronics.
BOE & HC Semitek
Qetellong ea October, HC Semitek e rera ho fetola taolo ea eona, 'me lipakane tse tobileng li tla fumana 20% -30% ea likarolo. Ka Mots'eanong 2021, Huashi Holdings o ile a tšoara karolo ea 24.87% ho Huacan Optoelectronics, ea e-ba kabelo e kholo ea k'hamphani.
Shenzhen State-owned Assets & AMTC
Ka May, mong'a kabelo ea laolang le molaoli oa sebele oa Zhaochi Co., Ltd. o ile a fetoloa Matlotlo a Naha ea Shenzhen, ka theko ea phetisetso ea 4.368 limilione tse likete. ka mora ho pepa. Capital Group le Yixin Investment li tšoara 14.73% le 5% ea likarolo ka ho latellana
Nationstar Optoelectronics & Yancheng Dongshan
Ka la 10 Mphalane, Nationstar Optoelectronics e rerile ho reka karolo ea 60% Yancheng Dongshan ka chelete. Haeba transaction e phethiloe, Dongshan Precision le Guoxing Optoelectronics e tla tšoara 40% le 60% ea tekano ea Yancheng Dongshan ka ho latellana.
Nanfeng Investment & Liantronics
Ka la 10 Phato, Lianjian Optoelectronics e ile ea fana ka phatlalatso ea phetoho ea ho ba le kabelo 'me theko ea transaction e ne e le RMB 215 milione; ka mor'a hore khoebo e phethoe, Nanfeng Investment e ile ea tšoara 1504% ea likarolo
2: Lebelo la kholo ea Mini / Micro LED e ntse e sa fokotsehe
Ka 2022, likarolo tse ngata tsa indasteri li tla sebetsa hantle, empa Mini / Micro LED e ntse e tla boloka kholo. Ho ea ka pono ea li-chips tsa LED tse holimo, kakaretso ea boleng ba tlhahiso ea Mini LED backlight chips, Mini LED RGB chips le Micro LED chips e fihlile ho li-yuan tse limilione tse likete tse 4.26, keketseho ea selemo le selemo ea hoo e ka bang 50%.
Li-chips tse nyane / tse nyane tsa LED le maemo a ts'ebeliso (2022)
Ho kena ka 2023, ka tokollo ea thibelo le taolo ea seoa, ts'ebetso ea ntlafatso ea indasteri ea Mini/Micro LED e tla kengoa tšebetsong joalo ka ha ho reriloe.
Mabapi le khanya ea Mini LED, ho se ho ntse ho e-na le tumellano mabapi le tharollo e akaretsang, kahoo ho lebeletsoe ho boloka khōlo e itseng ka 2023 tlas'a boemo ba ho ntlafatsa ts'ebetso ea litšenyehelo;
Mabapi le Mini LED RGB, ka ho eketseha ha thepa le lihlahisoa, litheko tsa chip li theohile sebakeng se monate sa molumo o boima, 'me lihlahisoa tse teng tsa lihlahisoa tse phahameng tsa LED li qalile ho nkeloa sebaka. Ho lebelletsoe hore sekhahla sa kholo ka 2022 se tla bolokoa ka 2023.
2021-2026 Forecast ea Bohlokoa ba Tlhahiso ea Mini / Micro LED Chip
3: Pontšo ea LED ea Metaverse e khanya ka 'nete
Haeba re bua ka lentsoe leo ho buisanoeng ka lona haholo ka 2022, e lokela ho ba "Metaverse". Litheknoloji tse fapaneng joalo ka komporo e tebileng, khomphutha ea mantlha, ho ithuta ka botebo, marang-rang a arolelanoeng, lienjine tsa tlhahiso, joalo-joalo li fihletse likhatelopele, butle-butle li tlisa mehopolo e sebete ea batho 'neteng. Leha ho le joalo, qalong ea selemo sena, ho hlakile hore chatGPT e ne e utsoa leseli, e ileng ea bula lebelo le lecha la mabelo a matsoho a bohlanya lefatšeng la theknoloji. Leha ho le joalo, ho latela maemo a sebele a indasteri, mekhoa e nepahetseng e bonahala ka ho khetheha ho CES le ISE, lipontšo tse peli tse kholo tseo indasteri ea lipontšo e sa tsoa li ela hloko. Mmaraka o moholo o ntse o tsoela pele.
Global VP le XR kakaretso ea boleng ba tlhahiso
4: Indasteri e khutlela tseleng ea kholo
Pele ho tsohle, ho tloha kakaretso ea ts'ebetso ea 2022 ho "LED Screen Industry Quarterly Report", ho ka bonoa hore ts'ebetso ea lik'hamphani tse ngata e theohile selemo le selemo.
Polelo ea Ts'ebetso ea LED le baetsi ba lipontšo ka 2022
Ka mor'a khatello ea ts'ebetso ea lik'hamphani tse ngata ke tlhokahalo e fokolang ea 'maraka e bakoang ke seoa sena, e leng se entseng hore theko le molumo li theohe ka tsela e tšoanang. Ho nka mohlala oa indasteri ea pontšo ea LED, ho latela "2022 Small Pitch and Micro Pitch Research White Paper", tlhokahalo ea indasteri ea lipikselse tsa LED e tla ba hoo e ka bang 90,000KK / khoeli ka 2021, le hoo e ka bang 60,000 ~ 70,000KK / khoeli ka 2022. , e bontšang ho theoha ho hoholo ha tlhokahalo. Ka 2023, thibelo le taolo ea seoa sa malapeng li tla fokotsoa, 'me leano le tla tsepamisa maikutlo ho tsosoloseng moruo. Ka lehlakoreng la kantle ho naha, tšusumetso ea leano la lichelete le sebelisoang ke Federal Reserve e theohile; ebe, lintlha tse peli tse kholo tse amang moruo oa lehae le kantle ho naha ka 2022 li tla fela butle-butle ka 2023; ho ka bonoa hore ntlafatso ea moruo e tla tsamaisa ntlafatso ea indasteri.
Ho bohlokoa hape ho ela hloko hore nakong ea Mokete oa Selemo ka 2023, lik'hamphani tse fapaneng tsa LED li se li ile mose ho maoatle ho ea nka karolo pontšong ea ISE, e phatlalalitseng ka molao leeto le lecha la indasteri ea LED la "mehla e se nang seoa".
Ka kakaretso, ke bonnete ba hore indasteri e tla khutlela tseleng ea kholo. Selemo kaofela se bontša ho theoha ha pele ebe ho phahama. Ka mantsoe a mang, halofo ea pele ea selemo e tlas'a khatello, 'me halofo ea bobeli ea selemo e lebeletsoe hore e tsosolose ho hlaphoheloa. Kakaretso e ntse e e-na le tšepo ka hloko.
Liphetoho tsa Tlhokahalo ea Mmaraka oa Lipontšo tsa LED lefatšeng ka bophara
Kamora seoa sa COVID-19 ka 2023, 'maraka oa LED o tla qala hape ka tsela e nepahetseng.XYGLEDe tsitlallela ho latela tsela ea sehlahisoa e thehiloeng ke k'hamphani, e ntlafatsa lihlahisoa tsa bohlokoa, e eketsa melemo ea sehlahisoa le ho tsoela pele ho hlaolela likarolo tsa 'maraka. Khampani e tla etsa lipatlisiso tse tebileng kaLi-skrini tsa fatše tsa LED, ho hlōla mathata, ho rarolla mathata a teng indastering, ho tsoela pele ho bapala moea oa "boeta-pele", ho kopanya likhahla tse nyenyane ka katleho e kholo, le ho finyella phello ea "1 + 1> 2". Kamora ho hlola mathata a tekheniki, XYGLED e tla sebelisa theknoloji e ncha libakeng tse ngata mme e tlise linyeoe tsa khale. Re ke ke ra fetola sepheo sa rona sa mantlha mme re tsoele pele ho hatela pele!
Boitlhotlhollo: Karolo ea tlhahisoleseling ea sengoloa e tsoa Marang-rang. Webosaete ena e na le boikarabello ba ho hlophisa, ho hlophisa le ho hlophisa lingoliloeng. Ke ka morero oa ho fetisa boitsebiso bo eketsehileng, ’me ha ho bolele ho lumellana le maikutlo a eona kapa ho tiisa bonnete ba litaba tsa eona. , haeba lingoliloeng le libuka tse ngotsoeng ka letsoho setšeng sena li ama litaba tsa litokelo tsa litokelo tsa molao, ka kopo ikopanye le sebaka sena sa marang-rang ka nako, 'me re tla sebetsana kapele kamoo ho ka khonehang.
Nako ea poso: May-24-2023
