Kutonga kwekutanga pamamiriro ekusimudzira eChina indasitiri yeLED muna 2022
Muna 2021, China ye LED indasitirihadrebound uye kukura pasi pesimba rekutsiva mhedzisiro yeCOVID-19 denda, uye kutengeswa kunze kwenyika zvigadzirwa zve LED zvinosanganisira mwenje we LED strip, RGB led strip mwenje, LED neon strip mwenje, mutsara zvigadzirwa zvemwenje zvakasvikaitsva highrecord.Kubva pakuona kweindasitiri, LEDstrip chiedzamidziyo nemari yemidziyo yakave nekuwedzera kukuru, asi iyo LED chip substrate, kurongedza, uye mapurofiti ekushandisa ari kutetepa, uye vachiri kutarisana nemakwikwi makuru emakwikwi.
Tichitarisira kuna 2022, zvinotarisirwa kuti indasitiri yeChina ye LED icharamba ichichengetedza kukura kwenhamba mbiri pasi pesimba rekutsinhanisa shanduko, uye minda inopisa yekunyorera zvishoma nezvishoma inotendeukira kuminda iri kubuda yekushandisa senge smart mwenje, diki-pitch kuratidza, uye yakadzika ultraviolet disinfection.
I.Mutongo wekutanga wemamiriro ezvinhu muna 2022
Substitution transfer effect inoenderera mberi, kudiwa kwekugadzira kweChina kwakasimba
Kukanganiswa nekukanganisa kwerutsva rutsva rweCCIDID-19, kudzoreredza kwepasi rose LED strip marambi indasitiri kudiwa muna 2021 kwakaunza rebound kukura.Mhedzisiro yekutsiva yenyika yedu indasitiri yeLED inoenderera mberi, uye kutengesa kunze kwenyika muhafu yekutanga yegore kwakakwira rekodhi.
Kune rimwe divi, Europe neUnited States nedzimwe nyika dzakatangazve hupfumi hwadzo pasi pemutemo wekurerutsa mari, uye kudiwa kwemitengo yezvigadzirwa zve LED kwakawedzera zvakanyanya.Zvinoenderana nedata kubva kuChina Lighting Association, muhafu yekutanga ya2021, kukosha kwekutengesa kunze kweChina zvigadzirwa zvemwenje zve LED zvakasvika 20.988 bhiriyoni US madhora, gore-pa-gore kuwedzera kwe50.83%, kuseta rekodhi nyowani yekutengesa kunze kwenyika zvakafanana. nguva, iyo inotengeswa kuEurope neUnited States yakaverengera 61.2%, kuwedzera kwe11,9% gore negore.
Nekune rimwe divi, hutachiona hwakakura hwakaitika munyika zhinji dzeAsia kunze kweChina, uye kudiwa kwemusika kwadzokera kubva pakukura kwakasimba muna 2020 kuenda padiki diki.Panyaya yemugove wemusika wepasi rose, Southeast Asia yakadzikira kubva pa11.7% muhafu yekutanga ya2020 kusvika 9.7% muhafu yekutanga ya2021, West Asia yakadzikira kubva pa9.1% kusvika 7.7%, uye East Asia yakadzikira kubva pa8.9% kusvika 6.0%.Sezvo denda richiramba richirova indasitiri yekugadzira LED muSoutheast Asia, nyika dzakamanikidzwa kuvhara mapaki akawanda emaindasitiri, izvo zvakatadzisa zvakanyanya kugovera cheni, uye kutsiva kweindasitiri ye LED yenyika yangu kwakaenderera.
Muhafu yekutanga ya2021, indasitiri yeChina yeLED yakanyatso gadzira gaka rekupa rakakonzerwa nedenda repasi rose, richiratidza zvakanakira nzvimbo dzekugadzira uye nzvimbo dzekutengesa.
Tichitarisira 2022, zvinotarisirwa kuti kudiwa kwemusika kweindasitiri yepasi rose yeLED kuchawedzera kuwedzera pasi pesimba re "hupfumi hwepamba", uye indasitiri yeChinese LED ichabatsirikana kubva mukutsiviwa kwekuchinja.
Kune rimwe divi, pasi pesimba redenda repasi rose, vagari vakabuda zvishoma, uye kudiwa kwemusika kwemwenje wemukati, kuratidzwa kwe LED, nezvimwe.
Nekune rimwe divi, matunhu eAsia kunze kweChina akamanikidzwa kusiya hutachiona uye kutora mutemo wekugarisana kwehutachiona nekuda kwehutachiona hwakakura, izvo zvinogona kutungamira mukudzokorodza uye kuderera kwemamiriro edenda uye kuwedzera kusavimbika kwekutangazve basa. uye kugadzira.
CCID think tank inofanotaura kuti kutsiva kweChina indasitiri yeLED kuchaenderera mberi muna 2022, uye kugadzirwa kweLED uye kudiwa kunze kwenyika kucharamba kwakasimba.
Mhindu yekugadzira inoramba ichidzikira, uye makwikwi eindasitiri ari kuwedzera
Muna 2021, mibairo yepurofiti yeChina yekurongedza nekushandisa ichadzikira, uye kukwikwidza kweindasitiri kuchawedzera;huwandu hwekugadzira chip substrate kugadzira, zvishandiso, uye zvinhu zvichawedzera zvakanyanya, uye pundutso inotarisirwa kuvandudzwa.CCID think tank statistics inoratidza kuti muna 2021, mari yemakambani akanyorwa eLED muChina ichasvika 177.132 bhiriyoni yuan, gore-mberi. -gore kuwedzera kwe21,3%;inotarisirwa kuchengetedza kukura kwenhamba mbiri muna 2022, uye huwandu hwese hwekubuda huchasvika 214.84 bhiriyoni yuan.
Investment mumashandisirwo arikubuda iri kukura, uye shungu dzekudyara maindasitiri dzakakwira
Muna 2021, nzvimbo zhinji dziri kusimukira dzeindasitiri yeLED dzichapinda munhanho yekukurumidza maindasitiri, uye kuita kwechigadzirwa kucharamba kuchigadziriswa.
Pakati pavo, iyo photoelectric kutendeuka kweUVC LED yakapfuura 5.6%, uye yakapinda munzvimbo huru yemhepo sterilization, dynamic water sterilization, uye yakaoma pamusoro pekutengesa sterilization misika;
Nekuvandudza matekinoroji epamberi senge smart lights, kuburikidza-mhando taillights, HDR mota inoratidzira, uye ambient mwenje, mwero wekupinda kwemotokari ma LEDs unoramba uchikwira, uye kukura kwemusika wemotokari LED kunotarisirwa kudarika gumi muzana muna 2021. ;
Kunyoreswa zviri pamutemo kwekurimwa kwezvirimwa zvakakosha zvehupfumi muNorth America kunosimudzira kufarirwa kwemwenje wemwenje we LED.Musika unotarisira kuti kukura kwepagore kweiyo LED chirimwa mwenje musika uchasvika makumi matatu muzana muna 2021.
Parizvino, iyo diki-pitch LED yekuratidzira tekinoroji yakazivikanwa nevagadziri vemichina yakakura uye yakapinda nekukurumidza kugadzirwa kwemazhinji nzira yekuvandudza.Kune rimwe divi, vagadziri vemichina vakakwana vakaita seApple, Samsung, uye Huawei vakawedzera mitsara yavo yeMini LED backlight chigadzirwa, uye vagadziri veTV vakaita seTCL, LG, uye Konka vakaburitsa zvakanyanya-yekupedzisira Mini LED backlight TVs.
Kune rimwe divi, inoshanda mwenje-emitting Mini LED mapaneru akapindawo munhanho yekugadzirwa kwakawanda.Muna Chivabvu 2021, BOE yakazivisa kugadzirwa kwakawanda kwechizvarwa chitsva chegirazi-yakavakirwa inoshanda Mini LED mapaneru, ane zvakanakira kupenya-kwepamusoro kupenya, kusiyanisa, ruvara gamut, uye seamless splicing.
Muna 2021, makambani anotungamira uye hurumende dzemuno vane shungu nekudyara muindasitiri yeLED.Pakati pavo, munzvimbo yepasi pekupedzisira, muna Chivabvu 2021, China yakaisa 6.5 bhiriyoni yuan kuvaka Mini LED inoratidza maindasitiri park, uye kukosha kwekubuda kunotarisirwa kudarika 10 bhiriyoni yuan mushure mekupedzwa;muchikamu chepakati chekurongedza, muna Ndira 2021, China inoronga kuisa 5.1 bhiriyoni yuan kuvaka 3500 A diki-pitch LED yekugadzira mutsara, ine inofungidzirwa gore negore kukosha kweinodarika bhiriyoni gumi yeyuan mushure mekusvika mukugadzirwa.Zvinofungidzirwa kuti muna 2021, iyo itsva yekudyara muMini/Micro LED indasitiri chain ichapfuura 50 bhiriyoni yuan.
Tichitarisira 2022, nekuda kwekudzikira kwemapurofiti emagetsi echinyakare emwenje e LED, zvinotarisirwa kuti makambani mazhinji achatendeukira kukuratidzira kwe LED, mota dze LED, UV LED uye mamwe minda yekushandisa.
Muna 2022, iyo itsva yekudyara muindasitiri yeLED inotarisirwa kuchengetedza chiyero chazvino, asi nekuda kwekutanga kuumbwa kweiyo makwikwi patani mundima yekuratidzira ye LED, zvinotarisirwa kuti iyo itsva mari ichaderera kusvika pamwero wakati.
II.Nyaya dzinoverengeka dzinoda kutariswa
Overcapacity inomhanyisa kubatanidzwa mukati meindasitiri
Iko kukurumidza kukura kwemumba yekubuda kwe LED ukoshi kwaunzawo kuwanda muindasitiri yese.Kuwanda kwepamusoro kunowedzera kukurumidza kubatanidzwa uye kudzikisira kugona muindastiri, uye inosimudzira kukura nekusimudzira kweindasitiri yeLED mukushanduka.
Muna 2021, iyo yepasi rose LED indasitiri yekuda kuisa mari ichadzikira pasi peiyo korona itsva pneumonia denda.Pasi pemashure eSino-US kutengeserana friction uye kukoshesa kweiyo RMB yekuchinjana mwero, otomatiki maitiro emabhizinesi eLED akawedzera uye kubatanidzwa kwakanyanya kweindasitiri kwave maitiro matsva.
Nekubuda zvishoma nezvishoma kwekuwandisa uye kutetepa purofiti muindasitiri yeLED, vagadziri vepasi rose ve LED vakagara vachibatanidza uye kubviswa mumakore achangopfuura, uye kumanikidzwa kwekupona kwemabhizinesi ekutungamira e LED munyika yangu kwawedzera.Kunyangwe mabhizinesi emunyika yangu eLED akadzoreredza kunze kwenyika nekuda kwekuchinjisa mhedzisiro, nekufamba kwenguva, hazvigoneke kuti nyika yangu yekutumira kunze kwenyika kune dzimwe nyika iite zinyekenyeke, uye indasitiri yemumba yeLED ichiri kutarisana nedambudziko rekuwandisa.
Kukwira kwemitengo yezvigadzirwa kunotungamirira kukuchinja kwemitengo
Muna 2021, mitengo yezvigadzirwa muindasitiri yeLED icharamba ichikwira.Makambani akakodzera emumba uye ekunze akadai seGE Current, Universal Lighting Technologies (ULT), Leyard, Unilumin Technology, Mulinsen, nezvimwe. mukushomeka kwakawedzera nezvikamu makumi matatu.Chikonzero chakakosha ndechekuti mutengo wezvigadzirwa zve LED unochinja nekuda kwekukwira kwemitengo yezvinhu.
Kunyangwe iri mwenje kana nzvimbo dzekuratidzira, maitiro ekukwira kwemitengo haazodzikire munguva pfupi.Nekudaro, kubva pakuona kwekukura kwenguva refu kweindastiri, kukwira kwemitengo kuchabatsira vanogadzira kugadzirisa uye kukwidziridza chimiro chavo chechigadzirwa uye kuwedzera kukosha kwechigadzirwa.
Kune akawanda anodzokororwa mari muminda ichiri kusimukira
Nekuda kwekupararira kwakapararira kwekudyara kwemaindasitiri eLED munyika yose, kune dambudziko rekudzokorora kwekudyara muminda iri kusimukira.
Pane kusavimbika pamusoro pekuuya kwemhando dzakasiyana dzesocial capital, inotungamira mari uye mari yemaindasitiri mune iyi ndima.Kugadzirisa matambudziko aya, kwete chete mari yehunyanzvi inodiwa kutungamira uye kufambisa hukama pakati pemaindasitiri ekumusoro neakadzika, asiwo makiyi link anodiwa.Gadzirisa zvaunokanganisa.
III.Mazano ekupikisa matanho anotorwa
Rongedza kusimudzirwa kwemaindasitiri mumatunhu akasiyana uye kutungamira mapurojekiti makuru
National Development and Reform Commission, Bazi reIndasitiri neRuzivo rweTekinoroji nemamwe madhipatimendi ekutungamira anofanirwa kuronga kuvandudzwa kweindasitiri yeLED munzvimbo dzakasiyana, kuongorora nzira ye "window guide" yemapurojekiti makuru eLED, uye kukurudzira kugadziridzwa kweiyo LED. indasitiri chimiro.Kurudzira shanduko yekugadzira LED chip substrate kugadzira uye kurongedza mitsara yekugadzira, kudzikisira zvine mwero rutsigiro rwechinyakare mapurojekiti emwenje e LED, uye kukurudzira kukwidziridzwa uye kuwanikwa kwemidziyo yeLED uye zvinhu.Tsigira makambani emumba anotungamira eLED kuti aite tekinoroji uye tarenda kubatirana nemakambani ari mumatunhu epamusoro seEurope neUnited States, uye kukurudzira mapurojekiti makuru ekugadzira mitsara kuti agare mumasumbu makuru emaindasitiri.
Kurudzirai hunyanzvi hwekubatana uye R&D kuumba zvakanakira muminda ichiri kusimukira
Shandisa nzira dziripo dzemari kuvandudza zvakanyanya kuvakwa kweketani munzvimbo dziri kusimukira dzeindasitiri yeLED.Iyo chip substrate link inotarisa pakuvandudza mashandiro e-ultra-high-definition Mini/Micro LED uye yakadzika UV LED machipisi;iyo yekurongedza yekubatanidza inotarisana nekuvandudza epamberi ekurongedza maitiro seyakamira uye flip-chip kurongedza uye kuderedza mutengo wekugadzira;iyo application link inotarisa mukugadzira mwenje wakangwara, mwenje une hutano, zvidyarwa Mwenje uye zvimwe zvikamu zvemusika zviratidziro zvekuratidzira mapurojekiti kuti akurumidze kuumbwa kwezviyero zveboka reindasitiri;zvezvishandiso nemidziyo, shandira pamwe nemakambani edunhu akabatanidzwa kuvandudza mwero wenzvimbo yepamusoro-yekupedzisira LED michina uye zvinhu.
Simbisa kutariswa kwemitengo yeindasitiri uye kuwedzera nzira dzekutengesa kunze kwechigadzirwa
Batira pamwe nemakambani edunhu akabatanidzwa kuvaka semiconductor chip mutengo wekutarisa system, kusimbisa kutariswa kwemusika weLED, uye nekuchimbidza kuferefeta uye kurangwa kwezviito zvisiri pamutemo zvekutyaira mitengo yemachipisi e LED uye zvinhu zvinoenderana nezviratidzo zvakashumwa.Kurudzirai kuvakwa kwemasangano eindasitiri eindasitiri ye LED, kuvaka chikuva chebasa reveruzhinji chinofukidza zviyero, kuyedzwa, kodzero dzezvivakwa zvehungwaru, nezvimwe, kutarisisa zviwanikwa zvepamusoro, kubatsira mabhizinesi kusimbisa kudyidzana nedzimwe nyika, uye kuwedzera nzira dzekutengesa kunze kwenyika kune zvigadzirwa mumisika yekunze.
Nguva yekutumira: Feb-11-2022
