Na 2022, n'okpuru mmetụta nke COVID-19, ahịa LED ụlọ ga-ada. A na-atụ anya na ka ọrụ akụ na ụba maliteghachi, ahịa LED ga-ebutekwa mgbake.Ihuenyo na-agbanwe agbanwenaihuenyo pụrụ iche ekaranwere ike ahịa ina. Site na ọganihu nke teknụzụ Obere / Micro LED na gburugburu ebe obibi China dijitalụ na-ekpo ọkụ, a na-atụ anya na ahịa LED ga-enweta uto na-aga n'ihu.
Na mbipụta a, anyị depụtara usoro teknụzụ 4 na arụmọrụ ahịa nke njikọ dị iche iche na ụlọ ọrụ ngosi na 2023 maka ntụaka gị yana maka nkwenye.
1: Ụlọ ọrụ LED ga-eweta ụkpụrụ ọhụrụ
Ọ bụ ezie na ọchịchọ ahụ ga-akwụsị na 2022, omume nke njikọta ụlọ ọrụ na-abụkarị. Dị ka amụma nke mwekota nke isi ụlọ ọrụ chịkọtara site ikike nnyocha "2022Q4 LED Industry Quarterly Report", enwere ike dị elu na afọ a ga-eweta usoro ọhụrụ n'akụkụ mgbawa, nkwakọ ngwaahịa, na akụkụ ngosi.
Mgbanwe na ikike njikwa nke ụlọ ọrụ edepụtara aha LED na nkeji atọ mbụ nke 2022
Hisense Visual & Changelight
N'etiti ọnwa Maachị, Hisense Visual tinyere ego nde 496 na Qianzhao Optoelectronics. Njide ndị sochirinụ mụbara ọtụtụ oge, yana ngụkọta oke isi obodo nke 13.29%, ghọrọ onye nwe oke nke Qianzhao Optoelectronics.
Ụlọ ọrụ BOE & HC Semitek
Na njedebe nke October, HC Semitek na-ezube ịgbanwe njikwa ya, na ebumnuche ndị akọwapụtara ga-enweta 20%-30% nke mbak. Na Mee 2021, Huashi Holdings nwere oke 24.87% na Huacan Optoelectronics, bụrụ onye nwe ụlọ ọrụ kachasị ukwuu.
Akụ na AMTC nwere steeti Shenzhen
N'ọnwa Mee, onye na-ahụ maka njikwa na onye njikwa n'ezie nke Zhaochi Co., Ltd gbanwere na Shenzhen State Assets, na ọnụahịa mbufe nke ijeri 4.368. mgbe nnyefe. Capital Group na Yixin Investment nwere 14.73% na 5% nke mbak n'otu n'otu
Nationstar Optoelectronics & Yancheng Dongshan
N'October 10, Nationstar Optoelectronics mere atụmatụ ịzụta oke 60% na Yancheng Dongshan na ego. Ọ bụrụ na emechara azụmahịa ahụ, Dongshan Precision na Guoxing Optoelectronics ga-ejide 40% na 60% nke nha nha nke Yancheng Dongshan n'otu n'otu.
Nanfeng Investment & Liantronics
N'August 10, Lianjian Optoelectronics nyere ọkwa mgbanwe nke òkè na ọnụahịa azụmahịa bụ RMB 215 nde; Mgbe emechara azụmahịa ahụ, Nanfeng Investment nwere 1504% nke mbak
2: Mmụba uto nke Mini/Micro LED ka na-ebelata
Na 2022, ọtụtụ akụkụ nke ụlọ ọrụ ga-arụ ọrụ dị larịị, mana Obere/Micro LED ka ga-ejigide uto. Site n'echiche nke ibe ọkụ LED dị elu, ngụkọta mmepụta uru nke ibe obere ọkụ azụ Obere LED, ibe obere LED RGB na ibe Micro LED ruru ijeri yuan 4.26, mmụba kwa afọ nke ihe dịka 50%.
Obere/Micro LED ibe na ihe ndapụta ngwa (2022)
Na-abanye na 2023, na ntọhapụ nke mgbochi na njikwa ọrịa, a ga-emejuputa usoro mmepụta ihe nke Obere/Micro LED dị ka emebere ya.
N'ihe banyere Obere LED backlight, enweelarị nkwenye na ngwọta zuru oke, ya mere a na-atụ anya ka ọ nọgide na-eto eto na 2023 n'okpuru ọnọdụ nke ọganihu n'ihu na arụmọrụ ọnụ ahịa;
N'ihe gbasara Mini LED RGB, na mmụba nke mbupu na mpụta, ọnụ ahịa mgbawa agbadala na ebe dị ụtọ nke oke olu, na ngwaahịa ngosi LED dị elu amalitela dochie anya. A na-atụ anya na a ga-edobe uto uto na 2022 na 2023.
2021-2026 Obere/Micro LED Chip Mmepụta Uru amụma
3: Metaverse LED ngosi na-enwu n'ime eziokwu
Ọ bụrụ na anyị na-ekwu maka okwu a na-ekwukarị na 2022, ọ kwesịrị ịbụ "Metaverse". Teknụzụ dị iche iche dị ka kọmpụta immersive, kọmpụta ihu, mmụta miri emi, netwọk enweghị isi, injin na-emepụta ihe, wdg enweela ọganihu, ji nwayọọ nwayọọ na-ewebata echiche obi ike mmadụ n'ezie. Ọ bụ ezie na, na mmalite nke afọ a, chatGPT doro anya na-ezu ohi ihe ngosi, bụ nke meghere agbụrụ ọhụrụ nke ngwa agha ara na ụwa nkà na ụzụ. Otú ọ dị, na-ekpe ikpe site na ọnọdụ nke ụlọ ọrụ ahụ n'ezie, usoro ndị dị mkpa na-apụta ìhè karịsịa na CES na ISE, ihe ngosi abụọ bụ isi nke ụlọ ọrụ ngosi na-elebara anya n'oge na-adịbeghị anya. Nnukwu ahịa na-aga n'ihu.
VP zuru ụwa ọnụ na XR mkpokọta uru mmepụta
4: Ụlọ ọrụ na-alaghachi na egwu uto
Nke mbụ, site na nchịkọta arụmọrụ 2022 na "Akụkọ nke ụlọ ọrụ ihuenyo LED", enwere ike ịhụ na arụmọrụ nke ọtụtụ ụlọ ọrụ agbadala afọ na afọ.
Amụma arụmọrụ nke LED na ndị na-emepụta ihe ngosi na 2022
N'azụ nrụgide na arụmọrụ nke ọtụtụ ụlọ ọrụ bụ ahịa ahịa dị umengwụ nke ọrịa ahụ kpatara, nke mere ka ọnụ ahịa na olu daa n'otu ụzọ ahụ. Inweta ụlọ ọrụ ngosi LED dị ka ihe atụ, dị ka “2022 Small Pitch na Micro Pitch Research White Paper” si kwuo, ọchịchọ ụlọ ọrụ maka pikselụ LED ga-abụ ihe fọrọ nke nta ka ọ bụrụ 90,000KK / ọnwa na 2021, yana ihe dị ka 60,000 ~ 70,000KK / ọnwa na 2022. , na-egosi nnukwu mbelata nke ọchịchọ. Na 2023, mgbochi na njikwa ọrịa na-efe efe nke ụlọ ga-adị jụụ, amụma ahụ ga-elekwasị anya na mgbake akụ na ụba. N'akụkụ mba ọzọ, mmetụta nke amụma ego nke Federal Reserve mebere agbadala; mgbe ahụ, isi ihe abụọ na-emetụta akụ na ụba ụlọ na nke mba ọzọ na 2022 ga-eji nwayọọ nwayọọ daa na 2023; enwere ike ịhụ na mgbake akụ na ụba ga-eme ka mgbake ụlọ ọrụ mmepụta ihe.
Ọ dịkwa mma ịmara na n'oge ememme mmiri na 2023, ụlọ ọrụ LED dị iche iche agaala esenidụt isonye na ihe ngosi ISE, nke kwupụtara ọkwa njem ọhụrụ nke ụlọ ọrụ LED nke “oge ọrịa na-efe efe”.
N'ozuzu, ọ bụ ihe doro anya na ụlọ ọrụ ahụ ga-alaghachi na egwu uto. Afọ ahụ dum na-egosi ọdịda mbụ na ịrị elu. Ya bụ, ọkara mbụ nke afọ na-enwe nrụgide, a na-atụkwa anya na ọkara nke abụọ nke afọ ga-alaghachi na mgbake. N'ozuzu ya ka na-akpachara anya na-enwe nchekwube.
Ahịa Ngosipụta LED zuru ụwa ọnụ na-achọ mgbanwe
Mgbe ọrịa COVID-19 gasịrị na 2023, ahịa LED ga-amaliteghachi n'ụzọ ziri ezi.XYGLEDna-ekwusi ike ịgbaso ụzọ ngwaahịa nke ụlọ ọrụ ahụ eguzobere, na-emezi ngwaahịa ndị bụ isi, na-agbasawanye uru ngwaahịa, ma na-aga n'ihu na-azụlite akụkụ ahịa. Ụlọ ọrụ ahụ ga-eme nchọpụta miri emi naIhuenyo n'ala LED, merie ihe isi ike, dozie nsogbu ndị dị na ụlọ ọrụ ahụ, na-aga n'ihu na-egwu mmụọ "onye ndu", na-ejikọta obere ọganihu n'ime nnukwu ọganihu, ma nweta mmetụta nke "1 + 1> 2" . Mgbe emerisịrị ihe isi ike teknụzụ, XYGLED ga-etinye teknụzụ ọhụrụ ahụ n'ọtụtụ mpaghara wee weta ikpe kpochapụwo karịa. Anyị agaghị agbanwe ebumnobi mbụ anyị wee gaa n'ihu n'ihu!
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Oge nzipu: Mee-24-2023
