Xyoo 2022, raws li qhov cuam tshuam ntawm COVID-19, kev lag luam LED hauv tsev yuav poob qis. Nws cia siab tias thaum kev lag luam kev lag luam rov pib dua, LED kev lag luam tseem yuav ua kom rov zoo dua.Hloov cov ntxaij vab tshausthiabtshwj xeeb-zoo li cov ntxaij vab tshausmuaj kev lag luam muaj zog. Nrog kev nce qib ntawm Mini / Micro LED thev naus laus zis thiab superimposed digital Tuam Tshoj kev tsim kho ib puag ncig cua sov, LED kev lag luam yuav tsum ua tiav kev loj hlob tsis tu ncua.
Hauv qhov teeb meem no, peb sau 4 qhov kev sib txawv thiab kev ua lag luam ntawm ntau yam kev sib txuas hauv kev lag luam zaub hauv 2023 rau koj siv thiab rau kev txheeb xyuas.
1: Kev lag luam LED yuav ua rau tus qauv tshiab
Txawm hais tias qhov kev thov yuav stagnate nyob rau hauv 2022, cov kev ua ntawm kev lag luam kev koom ua ke yog nquag. Raws li kev kwv yees ntawm kev sib koom ua ke ntawm tus cwj pwm ntawm cov tuam txhab tseem ceeb suav nrog kev tshawb fawb "2022Q4 LED Kev Lag Luam Peb Hlis Daim Ntawv Qhia", muaj qhov tshwm sim siab uas xyoo no yuav ua rau tus qauv tshiab ntawm lub nti sab, ntim sab, thiab sab zaub.
Kev hloov pauv hauv kev tswj hwm txoj cai ntawm LED-txog cov tuam txhab teev npe hauv thawj peb lub hlis twg ntawm 2022
Hisense Visual & Changelight
Nyob rau nruab nrab Lub Peb Hlis, Hisense Visual tau nqis peev 496 lab koom hauv Qianzhao Optoelectronics. Tom qab tuav tau nce ntau zaus, nrog rau tag nrho cov peev txheej ntawm 13.29%, dhau los ua tus tswv lag luam loj tshaj plaws ntawm Qianzhao Optoelectronics.
BOE thiab HC Semitek
Thaum kawg ntawm Lub Kaum Hli, HC Semitek npaj yuav hloov nws txoj kev tswj hwm, thiab cov hom phiaj tshwj xeeb yuav tau txais 20% -30% ntawm cov shares. Thaum lub Tsib Hlis 2021, Huashi Holdings tuav 24.87% feem pua hauv Huacan Optoelectronics, dhau los ua lub tuam txhab tus tswv lag luam loj tshaj plaws.
Shenzhen State-owned Assets & AMTC
Nyob rau hauv lub Tsib Hlis, tus tswj shareholder thiab tiag maub los ntawm Zhaochi Co., Ltd. tau hloov mus rau Shenzhen State-muaj cuab tam, nrog ib tug hloov nqi ntawm 4.368 billion. tom qab yug. Peev Group thiab Yixin Investment tuav 14.73% thiab 5% ntawm feem
Nationstar Optoelectronics & Yancheng Dongshan
Thaum Lub Kaum Hli 10, Nationstar Optoelectronics npaj yuav 60% koom nrog hauv Yancheng Dongshan hauv nyiaj ntsuab. Yog tias qhov kev sib pauv ua tiav, Dongshan Precision thiab Guoxing Optoelectronics yuav tuav 40% thiab 60% ntawm kev ncaj ncees ntawm Yancheng Dongshan feem.
Nanfeng Kev nqis peev & Liantronics
Thaum Lub Yim Hli 10, Lianjian Optoelectronics tau tshaj tawm qhov kev hloov pauv hloov pauv thiab tus nqi pauv yog RMB 215 lab; Tom qab kev sib pauv tiav, Nanfeng Kev nqis peev tuav 1504% ntawm cov khoom lag luam
2: Lub zog loj hlob ntawm Mini / Micro LED tseem nyob twj ywm undiminished
Hauv xyoo 2022, feem ntau ntawm kev lag luam yuav ua tau zoo, tab sis Mini / Micro LED tseem yuav tswj kev loj hlob. Los ntawm qhov kev xav ntawm sab sauv LED chips, tag nrho cov nqi tso tawm ntawm Mini LED backlight chips, Mini LED RGB chips thiab Micro LED chips mus txog 4.26 billion yuan, ib xyoos ib zaug nce li ntawm 50%.
Mini/Micro LED chips thiab daim ntawv thov scenarios (2022)
Nkag mus rau xyoo 2023, nrog kev tso tawm ntawm kev tiv thaiv kab mob sib kis thiab kev tswj hwm, cov txheej txheem kev lag luam ntawm Mini / Micro LED yuav raug siv raws li tau teem tseg.
Nyob rau hauv cov nqe lus ntawm Mini LED backlight, twb tau pom zoo rau ib tug generalized tov, yog li nws yuav tsum tau muaj ib tug tej yam kev loj hlob nyob rau hauv 2023 nyob rau hauv cov xwm txheej ntawm kev txhim kho ntxiv nyob rau hauv cov nqi kev ua tau zoo;
Nyob rau hauv cov nqe lus ntawm Mini LED RGB, nrog kev nce hauv kev xa khoom thiab cov khoom lag luam, cov nqi nti tau nqis mus rau qhov chaw qab zib ntawm cov ntim hnyav, thiab cov khoom lag luam high-end LED zaub tau pib hloov. Nws cia siab tias lub zog loj hlob hauv 2022 yuav raug tswj xyuas hauv 2023.
2021-2026 Mini/Micro LED Chip Ntau Lawm Tus nqi kwv yees
3: Metaverse LED zaub ci rau hauv kev muaj tiag
Yog tias peb tham txog cov lus sib tham tshaj plaws hauv 2022, nws yuav tsum yog "Metaverse". Ntau yam technologies xws li immersive xam, ntug xam, sib sib zog nqus kev kawm, decentralized network, rendering engines, thiab lwm yam tau ua tiav breakthroughs, maj mam coj tib neeg lub bold lub tswv yim rau hauv kev muaj tiag. Txawm hais tias, thaum pib ntawm lub xyoo no, chatGPT tau pom tseeb tias nyiag lub tsom teeb, uas tau qhib qhov kev sib tw tshiab ntawm kev sib tw vwm hauv ntiaj teb thev naus laus zis. Txawm li cas los xij, kev txiav txim siab los ntawm qhov xwm txheej tiag tiag ntawm kev lag luam, cov xwm txheej cuam tshuam tshwj xeeb yog tshwm sim hauv CES thiab ISE, ob qhov kev nthuav qhia loj uas kev lag luam zaub tau tsis ntev los no tau mob siab rau. Kev lag luam loj yog nce qib.
Ntiaj teb no VP thiab XR tag nrho cov nqi tso tawm
4: Kev lag luam rov qab mus rau txoj kev loj hlob
Ua ntej tshaj plaws, los ntawm 2022 cov ntsiab lus ntawm kev ua tau zoo hauv "LED Screen Kev Lag Luam Peb Hlis Daim Ntawv Qhia", nws tuaj yeem pom tau tias kev ua haujlwm ntawm cov tuam txhab feem ntau tau poob qis xyoo-rau-xyoo.
Kev kwv yees kev ua tau zoo ntawm LED thiab cov chaw tsim khoom hauv xyoo 2022
Qab lub siab ntawm kev ua tau zoo ntawm ntau lub tuam txhab yog qhov kev xav tau ntawm kev lag luam sluggish tshwm sim los ntawm kev sib kis, uas tau ua rau tus nqi thiab ntim tau poob rau tib txoj kev. Noj cov LED zaub kev lag luam ua piv txwv, raws li "2022 Me Pitch thiab Micro Pitch Tshawb Fawb Ntawv Dawb", kev lag luam kev thov rau LED pixels yuav ze li ntawm 90,000KK / hli hauv 2021, thiab txog 60,000 ~ 70,000KK / hli hauv 2022 , qhia txog kev poob qis hauv kev thov. Xyoo 2023, kev tiv thaiv thiab kev tswj hwm kev sib kis hauv tebchaws yuav tau so, thiab txoj cai yuav tsom mus rau kev lag luam rov qab los. Nyob rau sab nraud, kev cuam tshuam ntawm txoj cai tswjfwm kev siv nyiaj los ntawm Tsoom Fwv Teb Chaws Reserve tau poob qis; tom qab ntawd, ob yam tseem ceeb cuam tshuam rau kev lag luam hauv tsev thiab txawv teb chaws hauv 2022 yuav maj mam ploj mus rau xyoo 2023; Nws tuaj yeem pom tias kev lag luam rov qab los yuav ua rau muaj kev lag luam rov qab los.
Nws tseem tsim nyog sau cia tias thaum Lub Caij Nplooj Ntoos Hlav xyoo 2023, ntau lub tuam txhab LED twb tau mus txawv teb chaws los koom rau hauv ISE exhibition, uas tau tshaj tawm txoj kev lag luam LED txoj kev taug kev tshiab ntawm "sib kis tsis muaj kev sib kis".
Ntawm tag nrho, nws yog qhov tseeb tias kev lag luam yuav rov qab mus rau txoj kev loj hlob. Tag nrho lub xyoo qhia tias thawj zaug poob qis thiab tom qab ntawd nce. Ntawd yog, thawj ib nrab ntawm lub xyoo yog nyob rau hauv kev nyuaj siab, thiab ib nrab xyoo ntawm lub xyoo yuav tsum rebound nyob rau hauv lub rov qab. Zuag qhia tag nrho tseem ceev faj optimistic.
Ntiaj teb no LED zaub kev lag luam xav tau hloov
Tom qab COVID-19 muaj kev sib kis nyob rau xyoo 2023, LED kev lag luam yuav rov qab mus rau txoj kev raug.XYGLEDinsists rau ua raws li lub tuam txhab tsim khoom txoj kev, refines cov khoom tseem ceeb, ntxiv expands cov khoom zoo, thiab txuas ntxiv mus ua lag luam ntu. Lub tuam txhab yuav nyob rau hauv-tob tshawb fawb txogLED pem teb cov ntxaij vab tshaus, kov yeej cov teeb meem, daws cov teeb meem uas twb muaj lawm hauv kev lag luam, txuas ntxiv mus ua tus "kev coj noj coj ua" tus ntsuj plig, sib koom ua ke me me rau hauv kev sib tw loj, thiab ua tiav cov txiaj ntsig ntawm "1 + 1> 2". Tom qab kov yeej cov teeb meem kev txawj ntse, XYGLED yuav siv cov thev naus laus zis tshiab rau ntau thaj chaw thiab nqa cov rooj plaub classic. Peb yuav tsis hloov peb lub hom phiaj qub thiab txuas ntxiv mus ua ntej!
Disclaimer: Ib feem ntawm cov ntawv xov xwm yog los ntawm Is Taws Nem. Lub vev xaib no tsuas yog lub luag haujlwm rau kev txheeb xyuas, ntaus ntawv, thiab kho cov ntawv. Nws yog rau lub hom phiaj ntawm kev xa cov ntaub ntawv ntau ntxiv, thiab nws tsis txhais hais tias pom zoo nrog nws cov kev xav lossis lees paub qhov tseeb ntawm nws cov ntsiab lus. , yog tias cov ntawv thiab cov ntawv sau rau ntawm lub xaib no cuam tshuam txog kev cai lij choj, thov hu rau lub xaib no raws sijhawm, thiab peb yuav daws sai li sai tau.
Post lub sij hawm: May-24-2023
