Ma 2022, ma lalo o ka hopena o ka COVID-19, e emi ana ka mākeke LED kūloko. Manaʻo ʻia ʻo ka hoʻomaka ʻana o nā hana hoʻokele waiwai, e hoʻomaka pū ka mākeke LED i kahi hoʻihoʻi.Nā pale maʻalahianā pale kiʻi kūikawāloaʻa i kahi koi mākeke ikaika. Me ka holomua o ka ʻenehana Mini / Micro LED a me ka superimposed digital China kūkulu ʻana i ka makani wela, manaʻo ʻia ka mākeke LED e hoʻokō i ka ulu mau.
Ma kēia pukana, papa inoa mākou i nā ʻenehana loea 4 a me nā hana mākeke o nā loulou like ʻole i ka ʻoihana hōʻike ma 2023 no kāu kuhikuhi a no ka hōʻoia.
1: E hoʻokomo ka ʻoihana LED i kahi ʻano hōʻailona hou
ʻOiai e paʻa ka noi ma 2022, pinepine nā hana o ka hoʻohui ʻana i nā ʻoihana. Wahi a ka wānana o ka hana hoʻohui ʻana o nā ʻoihana koʻikoʻi i hōʻuluʻulu ʻia e ka noiʻi mana "2022Q4 LED Industry Quarterly Report", aia ke kūlana kiʻekiʻe i kēia makahiki e hoʻokomo i kahi ʻano hōʻailona hou ma ka ʻaoʻao chip, ʻaoʻao hōʻike, a me ka ʻaoʻao hōʻike.
ʻO nā hoʻololi i nā kuleana mana o nā hui i hoʻopaʻa ʻia e pili ana i ka LED i nā hapaha mua ʻekolu o 2022
Hisense Visual & Changelight
I ka waena o Malaki, ua hoʻolilo ʻo Hisense Visual i 496 miliona mau ʻāpana ma Qianzhao Optoelectronics. Ua hoʻonui pinepine ʻia nā paʻa i nā manawa he nui, me ka nui o ka nui o ka hapa nui o 13.29%, lilo i mea kuleana nui loa o Qianzhao Optoelectronics.
BOE & HC Semitek
I ka hopena o ʻOkakopa, hoʻolālā ʻo HC Semitek e hoʻololi i kona mana, a loaʻa i nā pahuhopu kikoʻī ka 20% -30% o nā ʻāpana. I Mei 2021, ua paʻa ʻo Huashi Holdings i kahi kuleana 24.87% ma Huacan Optoelectronics, a lilo i mea kuleana nui loa o ka hui.
Nā Waiwai o ka Mokuʻāina ʻo Shenzhen & AMTC
I Mei, ua hoʻololi ʻia ka mea kuleana mana a me ka mea hoʻokele maoli o Zhaochi Co., Ltd. i Shenzhen State-owned Assets, me ke kumu kūʻai hoʻololi o 4.368 biliona. ma hope o ka hāʻawi ʻana. ʻO Capital Group a me Yixin Investment e paʻa i ka 14.73% a me 5% o nā ʻāpana
Nationstar Optoelectronics & Yancheng Dongshan
Ma ʻOkakopa 10, ua hoʻolālā ʻo Nationstar Optoelectronics e kūʻai i 60% stake ma Yancheng Dongshan ma ke kālā. Inā pau ka hana, e paʻa ʻo Dongshan Precision a me Guoxing Optoelectronics i 40% a me 60% o ke kaulike o Yancheng Dongshan.
Nanfeng Investment & Liantronics
Ma ʻAukake 10, ua hoʻopuka ʻo Lianjian Optoelectronics i kahi hoʻolaha hoʻololi kuleana a ʻo ke kumukūʻai kūʻai ʻo RMB 215 miliona; ma hope o ka pau ʻana o ka hana, mālama ʻo Nanfeng Investment i 1504% o nā ʻāpana
2: ʻAʻole i emi ka nui o ka ulu ʻana o Mini / Micro LED
I ka makahiki 2022, ʻo ka hapa nui o nā ʻāpana o ka ʻoihana e hana palahalaha, akā e hoʻomau mau ka Mini / Micro LED i ka ulu. Mai ka hiʻohiʻona o nā chips LED upstream, ʻo ka nui o ka waiwai hoʻopuka o Mini LED backlight chips, Mini LED RGB chips a me Micro LED chips i hōʻea i 4.26 biliona yuan, hoʻonui makahiki ma kahi o 50%.
ʻO nā pahu mini/Micro LED a me nā hiʻohiʻona noi (2022)
Ke komo nei i 2023, me ka hoʻokuʻu ʻana i ka pale ʻana a me ka hoʻomalu ʻana, e hoʻokō ʻia ke kaʻina hana ʻenehana o Mini / Micro LED e like me ka mea i hoʻonohonoho ʻia.
Ma nā ʻōlelo o ka Mini LED backlight, aia nō ka ʻae ʻana i kahi hopena maʻamau, no laila ke manaʻo ʻia nei e mālama i kahi ulu ma 2023 ma lalo o ke ʻano o ka hoʻomaikaʻi hou ʻana i ka hana kumukūʻai;
Ma nā ʻōlelo o Mini LED RGB, me ka hoʻonui ʻana i nā hoʻouna a me nā hua, ua hāʻule nā kumukūʻai chip i kahi momona o ka leo kaumaha, a ua hoʻomaka e pani ʻia nā huahana hōʻike kiʻekiʻe kiʻekiʻe. Manaʻo ʻia e mālama ʻia ka ulu ulu ʻana ma 2022 i 2023.
2021-2026 Mīkini / Micro LED Chip hana waiwai wānana
3: Hōʻike ʻia ʻo Metaverse LED i ka ʻoiaʻiʻo
Inā mākou e kamaʻilio e pili ana i ka huaʻōlelo i kūkākūkā nui ʻia ma 2022, pono ia ʻo "Metaverse". ʻO nā ʻenehana like ʻole e like me ka computing immersive, computing edge, aʻo hohonu, decentralized network, rendering engines, etc. ʻOiai, i ka hoʻomaka ʻana o kēia makahiki, ua ʻike ʻia ʻo chatGPT e ʻaihue nei i ke kukui, nāna i wehe i kahi pōʻai hou o nā heihei pupule i ka honua ʻenehana. Eia naʻe, i ka hoʻoholo ʻana mai ke kūlana maoli o ka ʻoihana, ʻike ʻia nā ʻano kūpono i CES a me ISE, nā hōʻikeʻike nui ʻelua i nānā ʻia e ka ʻoihana hōʻike. Ke holomua nei ka mākeke nui.
Global VP a me XR waiwai puka
4: Hoʻi ka ʻoihana i ke ala ulu
ʻO ka mea mua, mai ka hōʻuluʻulu hana 2022 i ka "LED Screen Industry Quarterly Report", hiki ke ʻike ʻia ua emi ka hana o ka hapa nui o nā ʻoihana i kēlā me kēia makahiki.
Ka wānana hana o nā LED a me nā mea hana hōʻike ma 2022
Ma hope o ke kaomi ʻana i ka hana o nā ʻoihana he nui ke koi ʻana o ka mākeke ma muli o ka maʻi maʻi, kahi i hāʻule ai ke kumukūʻai a me ka leo i ke ala like. ʻO ka lawe ʻana i ka ʻoihana hōʻike LED ma ke ʻano he laʻana, e like me ka "2022 Small Pitch and Micro Pitch Research White Paper", ʻo ka noi o ka ʻoihana no nā pika LED e kokoke ana i 90,000KK / mahina ma 2021, a ma kahi o 60,000 ~ 70,000KK / mahina ma 2022 , e hōʻike ana i kahi hāʻule nui o ka noi. I ka makahiki 2023, e hoʻomaha ʻia ka pale ʻana a me ka mālama ʻana i ka maʻi maʻi kūloko, a e kau ke kulekele i ka hoʻihoʻi ʻana i ka hoʻokele waiwai. Ma ka ʻaoʻao ʻē, ua emi ka mana o ke kulekele kālā i hoʻokō ʻia e ka Federal Reserve; a laila, ʻo nā kumu nui ʻelua e pili ana i ka ʻoihana kūloko a me nā ʻāina ʻē i ka makahiki 2022 e nalo mālie i 2023; hiki ke ʻike ʻia ʻo ka hoʻihoʻi ʻana i ka hoʻokele waiwai e alakaʻi i ka hoʻihoʻi ʻana i ka ʻoihana.
He mea kūpono hoʻi e ʻike i ka wā o ka Spring Festival i 2023, ua hele mua nā hui LED i nā ʻāina ʻē e komo i ka hōʻikeʻike ISE, ka mea i hoʻolaha kūhelu i ka huakaʻi hou o ka ʻoihana LED i kahi "epidemic-free era".
Ma ka holoʻokoʻa, he mea maopopo e hoʻi ka ʻoihana i ke ala ulu. Hōʻike ka makahiki holoʻokoʻa i ka hāʻule mua a laila piʻi. ʻO ia hoʻi, aia ka hapa mua o ka makahiki ma lalo o ke kaomi, a ʻo ka hapa lua o ka makahiki e manaʻo ʻia e rebound i ka hoʻihoʻi. Ke hoʻomau nei ka manaʻo holoʻokoʻa me ka akahele.
Nā hoʻololi koi ʻana o ka mākeke LED hōʻike honua
Ma hope o ka maʻi maʻi COVID-19 i 2023, e hoʻomau ka mākeke LED ma ke ala pololei.XYGLEDhoʻomau i ka hahai ʻana i ke ala huahana i hoʻokumu ʻia e ka hui, hoʻomaʻemaʻe i nā huahana kī, hoʻonui hou i nā pono huahana, a hoʻomau i ka hoʻoulu ʻana i nā māhele mākeke. E noiʻi hohonu ana ka huiNā pale papahele LED, lanakila i nā pilikia, hoʻoponopono i nā pilikia i loaʻa i ka ʻoihana, hoʻomau i ka pāʻani i ka ʻuhane "alakaʻi", hoʻohui i nā haʻihaʻi liʻiliʻi i nā holomua nui, a hoʻokō i ka hopena o "1 + 1> 2". Ma hope o ka lanakila ʻana i nā pilikia ʻenehana, e hoʻohana ʻo XYGLED i ka ʻenehana hou i nā kula hou aʻe a lawe mai i nā hihia maʻamau. ʻAʻole mākou e hoʻololi i ko mākou manaʻo kumu a hoʻomau i ka holomua!
Hoʻokuʻu: Loaʻa ka ʻāpana o ka ʻatikala mai ka Pūnaewele. ʻO kēia pūnaewele wale nō ke kuleana no ka hoʻokaʻawale ʻana, ka hoʻonohonoho ʻana a me ka hoʻoponopono ʻana i nā ʻatikala. No ka lawe ʻana i nā ʻike hou aʻe, ʻaʻole ia he manaʻo e ʻae me kāna mau manaʻo a i ʻole e hōʻoia i ka ʻoiaʻiʻo o kāna ʻike. , inā pili nā ʻatikala a me nā manuscript ma kēia pūnaewele i nā pilikia kope, e ʻoluʻolu e kelepona i kēia pūnaewele i ka manawa, a e hana koke mākou.
Ka manawa hoʻouna: Mei-24-2023
