Bandhigga ISLE ee dhammaaday bishii Abriil, bandhigyada shaashadda waaweyn ee LED waxay muujiyeen isbeddel horumarineed oo midab leh.Sida bandhig weyn oo ka dib faafitaanka, sidoo kale waa dhacdada ugu weyn "bandhig gaar ah" ee warshadaha tan iyo seddexdii sano ee cudurka faafa, waxaana loo yaqaanaa dabaysha dabaysha ee "mar labaad bilaabaya oo dib u bilaabaysa".
Muhiimadda bandhiggan awgeed, Lotu waxa ay si gaar ah u xisaabisay saamiga ereyada muhiimka ah ee shirkadaha ka qaybqaadanaya.Ereyga muhiimka ah "LED all-in-one machine" wuxuu noqday "guulaha ugu weyn ee shirka"!
"LED all-in-one machine" wuxuu noqonayaa mid caan ah
Marka la eego Tiknoolajiyada Lotu, ereyga leh saamiga ugu sarreeya waa "iftiinka yar ee LED"(qiimaha qaybinta ee caannimada suuqa waa 50%). Si kastaba ha ahaatee, ereygan muhiimka ah ayaa dhab ahaantii ka tarjumaya waxyaabaha guud ee guud ahaan.Muujinta LEDwarshadaha mana laha wax soo saar gaar ah.Kaalinta labaad waa 'mini/macro LED', oo leh kulaylka 47%.Waxaa la arki karaa in meeshan labaad si dhab ah loo xisaabiyo iyadoo la isla barbardhigayo kala dheereynta micro, LED-yar, iyo micro LED-ga.
Marka la eego, kaalinta saddexaad ee "LED all-in-one machine" ee shaxda caanka ah waxay dhab ahaantii leedahay qiimaha kulaylka 47%.Kani waa erey leh qaab wax soo saar gaar ah oo macneheedu yahay;Macnaheeda iyo baaxadda arjigeeda ayaa ka badan isku xiran marka loo eego "LED garoon yar" iyo "mini / micro LED" ee horyaalada iyo orodyahanada.Sidaa darteed, maahan wax xad dhaaf ah in la rumaysto in "LED all-in-one machine" uu yahay sheyga ugu "ugu kulul" ee dhabta ah ee bandhigga.
Khubarada warshadaha ayaa tilmaamaya in inkasta oo mashiinnada hal-hal-hal-ku-ool ah ay ka duwan yihiin muraayadaha naqshadaynta injineernimada LED-ka, halkaas oo "mashruucyada shakhsi ahaaneed ay yihiin amarro waaweyn," waxay leeyihiin saddex codsi oo waaweyn:
Midka koowaad waa 100 ilaa 200 inch oo ah suuqa weyn ee shaashadda ee waxbarashada iyo bandhigyada shirarka, ta labaad waa baahida loo qabo shaashadaha calaamadaha dhijitaalka ah ee u dhexeeya tobanaan inji ilaa 200 inji, ta saddexaadna waa nooca TV-ga midabka loo isticmaalo isticmaalka guriga. Inta badan 75 ilaa 200 inches ... In kasta oo aaladaha LED-ku-hal-ku-salaysan ay weli yihiin alaabooyin " suurtagal ah " mustaqbalka, waxay aad ugu kala duwan yihiin qaybaha codsiga, gaar ahaan macaamiisha iyo suuqyada guryaha, taasoo ka dhigaysa mustaqbalkooda "tiro" oo buuxa mala-awaal.
Xarunta taliska iyo diritaanka ama wax soo saarka farsamada ee XR waa suuq ay tobanaan milyan oo doolar ku maalgaliyaan hal nidaam oo shaashad ah.Inkasta oo badeecad kastaa ay yeelan karto oo kaliya qiimaha halbeeg ee tobanaan kun ama xitaa tobanaan kun mustaqbalka, waxaa laga yaabaa inay jirto baahi suurtagal ah suuqa oo ah tobanaan milyan oo unug sannadkii oo loogu talagalay LED-ku-hal-hal mashiinnada.Caannimada iyo dareenka warshadaha ee mashiinnada-dhammaan-hal-hal-ku-ool ee LED-ku waxay ku guuleystaan "awoodda suuqa weyn ee suurtagalka ah".
Sida laga soo xigtay xogta Shabakadda Ovi Cloud, tirada qolalka shirarka ee Shiinaha ayaa kor u dhaaftay 20 milyan, iyadoo kororka caalamiga ah ee 100 milyan.Iyada oo korodhka heerka dhexgalka ee muraayadaha LED-ga yar yar, qiyaasta iibka ee goobta shirarka fiidiyooga waa mid la taaban karo.Waxaa ka mid ah, saamiga shaashadaha leh cabbir weyn oo ah 100-200 inji kama yarayn 10%.Isla mar ahaantaana, kulliyadaha farsamada gacanta iyo jaamacadaha ayaa ah tilmaamaha baahida ugu weyn ee shaashadda waxbarashada LED.Waqtigan xaadirka ah, waxaa dalka ka jira 3000 oo jaamacadood, oo ay ku jiraan fasallo, shirar, hoolal muxaadaro, iyo xaalado kale oo badan.Qaadashada hal fasal oo tusaale ahaan ah, awoodda suurtagalka ah ee dib-u-cusboonaysiinta fasalka 10-ka sano ee soo socda ayaa la filayaa inay noqoto ku dhawaad 60000 (oo celcelis ahaan 20 dugsigiiba), iyo awoodda suurtagalka ah ee dib-u-habaynta fasalka ee caqliga leh saddexda sano ee soo socota. 6000 ayaa la filayaa.
Suuqa guriga, oo leh qaan-gaadhnimada dheeraadka ah ee tikniyoolajiyadda wax-soo-saarka Micro LED iyo hagaajinta joogtada ah ee kharashyada wax-soo-saarka, waxaa la filayaa inay la wareegto "shaneemada guriga iyo isbeddelka shaashadda TV-ga qolka fadhiga" ee LCD iyo OLED mustaqbalka, oo noqda kaabis muhiim ah. badeecada dhexda ilaa dhamaadka-sare suuqa bandhiga guriga.Marka la eego suuqa caalamiga ah ee hadda jira, sanadka 2022, cabbirka shixnadda summada TV-ga caalamiga ah wuxuu ahaa 204 milyan unug, kuwaas oo 15 milyan ka mid ah ay ahaayeen shixnad TV-ga ugu sarreeya, oo ka dhigan 7.4% guud ahaan suuqa oo muujinaya isbeddel sii kordhaya sannadba sanadka ka dambeeya.Telefishinada dhamaadka-sare ayaa ah jihada ugu weyn ee tartanka loogu jiro suuqa-guriga ee LED-ka.Lotu Technology ayaa saadaalisay in sanadka 2025, shixnadaha caalamiga ah ee telefishinada Micro LED ay dhaafi doonaan 35000 unug, taasoo ka dhigan 0.02% suuqa guud ee midabka TV-ga.Qaybtani waxay si tartiib tartiib ah u kordheysaa qaan-gaarnimada badeecadaha suuqa, waxayna xitaa rajaynaysaa inay gaarto 2% suuqa midabka midabka adduunka.Rikoorka iibka billaha ah ee hal moodel oo ah 98-inji midab TV gudaha Shiinaha sanadka 2022 ayaa ka badan 40000 unug.
Laga soo bilaabo tan, waxaa laga arki karaa in mugga iibka sanadlaha ah (ganacsiga iyo qoyska) ee mashiinnada hal-hal-hal ee LED-ka ee Shiinaha mustaqbalka lagu xisaabin doono malaayiin, suuqa adduunka ayaa laga yaabaa inuu gaaro ilaa tobanaan milyan.Tani waa meel banaan oo labanlaabanaysa warshadaha soo bandhiga LED maanta.
A "LED all-in-one machine" oo ay jecel yihiin dad aan tiro lahayn
Halo ku saabsan noocyada cusub ee mashiinnada-dhan-ka-midabka LED-ka, marka lagu daro "xajmiga suuqa ee la filayo", ugu yaraan waxaa ku jira taageerada laba kale oo "halos":
Marka hore, sida codsiga bandhiga LED oo leh cabbir yar iyo xallin sare, LED-ku-hal-soo-saarka ayaa had iyo jeer ahaa "isku-dhafka tignoolajiyada ugu dambeeyay" shantii sano ee la soo dhaafay.Tusaale ahaan, soo bandhigida 8K, ultra micro spacing, mini/micro LED, COB, COG, iyo fikrado kale oo farsamo ayaa si dhow ula xiriira LED-ku-hal mashiinnada.
Baahida loo qabo bandhigyada aadka u fiican ee LED-yada ee xayeysiis dhaqameedka iyo suuqyada qolka kontoroolka ayaa ku dhawaad gaadhey xadka, "Khubarada warshadaha ayaa tilmaamay. Hadda, suuqa mustaqbalka ee P0.5 iyo ka hooseeya tignoolajiyada cusub ee qeexitaanka in warshaduhu diiradda saaraan kor u qaadida ayaa inta badan ah. diiradda saaraya bandhigyada ka hooseeya 200 inji Tiknoolajiyada mustaqbalka ee soo bandhigida tooska ah ee LED ayaa inta badan lagu dabaqaa "dhammaan-ku-soo-saarka mashiinka".
Marka labaad, LED-ku-dhan-hal-mid ah waa badeecad "shaqo dhammaystiran oo mashiinka ah", kaas oo si dabiici ah u baahan inuu daboolo awoodaha ganacsi ee dhammaystiran ee ay horay u haysteen tignoolajiyada kale ee soo bandhigida mishiinka.Tusaale ahaan, suuqa shirarka is-dhex-galka ah, LED-ku-dhammaan-hal-mid-mid ah waxay ku qalabaysan yihiin taabashada infrared, xisaabinta caqliga leh, iyo hawlaha shabakada, waxayna ku qalabaysan yihiin software badan oo shaqeynaya, oo la jaan qaadaya barnaamijyo iyo kamarado badan oo dhinac saddexaad ah.Tilmaamahan hodanka ah waa qaabeynta caadiga ah.
Mashiinka-isku-dhafka ah waa inuu ahaadaa DHAMMAAN, taas oo gabi ahaanba ka duwan caqli-galnimada wax soo saarka ee wax-ka-beddelka injineernimada LED-yada iyo codsiyada kala-saarista.Gelitaanka suuqa wershadaha mishiinada oo dhan waxa ay la macno tahay fidinta tooska ah ee R&D iyo xudduudaha hal abuurka ee shirkadaha bandhiga LED, oo keenaya isdhexgal badan iyo horumaro dhanka software iyo tignoolajiyada hardware.Isla mar ahaantaana, waxay sidoo kale keentay isbeddelo cusub oo ku saabsan suuq-geynta qaybsan iyo macquulka kanaalka, taas oo u oggolaanaysa bandhigyada LED inay ka qaybqaataan wax badan oo ka mid ah suuqa tartanka tafaariiqda.
Taasi waa in la yiraahdo, marka lagu daro cabbirka suuqa weyn ee suurtagalka ah, LED-ku-dhammaan-hal-mid-mid ah ayaa sidoo kale leh dabeecadda ah inay safka hore kaga jiraan warshadaha LED-ka ee tignoolajiyada, labadaba toosan iyo toosan.Dhanka kale, barashada teknoolojiyadda kala duwan ee codsiyada bandhigyada LED iyo ballaarinta bandhigyada LED ee masaafo yar lagama sooci karo qaybta mashiinnada hal-ku-jirka ah ee LED-ka.Tani sidoo kale waa furaha ereyga muhiimka ah ee 'ka badinta tirada badan'.
Mashiinka-dhammaan-hal-ku-oolka LED-ku waa wakiilka tignoolajiyada cusub, codsiyada cusub, xaaladaha cusub, tafaariiqda cusub, iyo dalabaadka cusub ee warshadaha soo bandhigida tooska ah ee LED, kaas oo la odhan karo waa ay doorbidayaan kumanaan qof.Qaabaynta iyo la qabsiga ka hor-tagga ah ee suuqan ayaa sidoo kale ah meelaha ugu muhiimsan ee ganacsiyada warshadaha si ay u "la wareegaan faa'iidooyinka warshadaha mustaqbalka".
Tartanka loogu talagalay soo bandhigida tooska ah ee LED iyo codaynta mashiinnada-ku-jira hal-hal
Marka loo eego tirakoobyada Lotu, suuqa bandhigga ganacsiga gudaha ayaa muujiyay isbeddel habacsanaan ah 2022. Tusaale ahaan, 2022, suuqa kiniinka isdhexgalka ayaa hoos u dhacay in ka badan 52% sanad kasta;Suuqa kala-soocidda LCD-ga caadiga ah iyo DLP-da ayaa hoos u dhacay 34.9% ... Si kastaba ha noqotee, iyada oo la raacayo xog taxane ah oo liidata, sida laga soo xigtay xogta cilmi-baarista GGII, mugga shixnadda Shiinaha ee shirka LED-ka oo dhan-in-mid suuqa mashiinka ee 2022 ayaa ka badnaa 4100 unug. , koror 15% ah marka loo eego 2021, iyadoo la iibinayo ku dhawaad 950 milyan yuan.
Waxaa ka mid ah badeecadaha guud ee bandhigga ganacsiga, mashiinnada LED-ka oo dhan ayaa ku dhow inay aad u wanaagsan yihiin 2022. Tani waxay si buuxda u muujineysaa soo jiidashada suuqa ee alaabtan tignoolajiyada.Warshaduhu waxay filayaan in mustaqbalka, sida qiimaha sare ee wax soo saarka LED-ga si tartiib tartiib ah hoos u dhaco, albaabka suuqa ee LED-in-mid ka mid ah mashiinada la furi doonaa isku mar ee suuqyada ganacsiga iyo macaamiisha.Marka loo eego saadaasha GGII, suuqa MicroLED ee caalamiga ah ayaa la filayaa inuu dhaafo $10 bilyan sanadka 2027. Waxaa ka mid ah, mashiinada LED-ka oo dhan waxay noqon doonaan nooc alaab culus oo muhiim ah.
Dib u eegista ganacsiga ee sanadlaha ah ee guddiga agaasimayaasha ee 2022 ee tignoolajiyada Zhouming, waxaa la tilmaamay in muraayadaha yaryar ee LED-yada soo bandhigaan ay yihiin wax soo saarka guud ee sanadaha hadda jira iyo kuwa soo socda, oo ay soo mareen hannaan "hal-abuurnimo → kala duwanaansho → jaangooyo → cabirid "Kharashkooda iyo qiimahooda ayaa si tartiib tartiib ah hoos ugu dhacay, iyagoo galay qiime u dhigma shaashadaha LCD.Waxaa jira fursad lagu beddelo shaashadaha LCD ee saamiga suuqa iyo kordhinta heerka dhexgalka eemuraayadaha muraayadaha LED-ga ee yar yar.Marka tan la eego, khubarada warshadaha ayaa falanqeynaya in beddelka LCD ee LED ay noqon doonto "dharbaaxo dhimista cabbirka", taas oo ah, si buuxda u furaysa 100 ilaa 200 inch qeexid sare oo tayo sare leh iyo suuqa soo bandhigida shaashadda oo tayo sare leh.Tani dhab ahaantii waa kor u qaadida joogtada ah ee "khadka macquulka ah ee isku midka ah" iyada oo la raacayo raadinta sii kordheysa ee isticmaalka cabbirka weyn ee tignoolajiyada bandhiga LCD sannadihii la soo dhaafay.
Cilmi-baarista Lotu waxay aaminsan tahay in qiimaha alaabta LED-ka ee leh kala fogaansho siman ay hadda ku jiraan habka hoos u dhaca weyn.Waxaa la filayaa in haddii celceliska qiimaha 20000 yuan la joogteeyo 2024 ka dib, khadka dhexe ee caannimada alaabadu waxay hoos u dhigi kartaa 1.2 badeecooyin kala dheerayn ah.Alaabooyinka ku dhow celceliska qiimaha qiimaha sanadka 2022 waa badeecada heerka kala dheereynta P1.8—— Ama celceliska kala dheereynta ayaa sii socota hoos u dhaca, ama celceliska qiimaha ayaa hoos u dhacaya, ama labadaba waxaa laga yaabaa inay ku jiraan nidaam hoos u dhac ah: isbeddelkani wuxuu fududayn doonaa dardargelinta. suuqgeyn yar oo kala fogaansho yar LED all-in-one alaabta kuwaas oo aad u xasaasi u ah qiimaha oo u baahan tilmaamayaasha kala fogeynta sare.
Gaar ahaan tan iyo 2022, qiimaha warshadaha LED-ka ayaa sii waday inay hoos u dhacaan, iyagoo noqday xoog muhiim ah oo horseedaya horumarinta suuqa wax soo saarka oo dhan.Marka loo eego xogta laga soo xigtay RendForce Chibang Consulting, mugga dhoofinta sannadlaha ah ee suuqa soo-bandhigidda Mini LED ee 2022 ayaa wali sii waday heerka kobaca 15%.Si kastaba ha ahaatee, marka laga eego dhinaca qiimaha wax soo saarka, sababtoo ah hoos u dhaca qiimaha weyn, miisaanka qiimaha wax soo saarka ayaa muujiyay kobac xun.Dhanka kale, laga soo bilaabo 2022, bandhigyada LED waxay u sii hormareen qaabka horumarka isbarbar socda ee afar tignoolajiyada waaweyn: SMD, COB, MIP, iyo N-in-1.Suuqa mashiinada oo dhan ayaa ku dari doona khad cusub oo nooca MIP ah sanadka 2023, isaga oo u heelan in uu dhaliyo tartan badan iyo doorsoomayaasha qiimaha heerka wax soo saarka, iyo kor u qaadida horumarinta codsiga ee suuqa warshadaha.
Suuqgeynta mashiinnada-dhammaan-hal-hal-ku-ool ee LED-ka, ganacsiyada qaar ee Shiinaha ayaa durbaba ku jira booska ugu horreeya.Tusaale ahaan, Warbixinta Cilmi-baarista ee Ovi Cloud ee suuqa kala fogeynta yar ee LED-ka ee Shiinaha ee 2022 waxay muujineysaa in shirkadda waalidka ee Qingsong Optoelectronics, SIYUAN, ay sii waddo inay ku sii hayso meesha ugu horeysa ee suuqa mashiinnada LED-ka oo dhan oo leh mugga iibka iyo saamiga suuqa 40.7%, wuxuuna ku guuleystay kaalinta koowaad afar sano oo xiriir ah.Tani waxay inta badan sabab u tahay wax soo saarka sare ee Qingsong Optoelectronics iyo isha aragtida ee booska hogaaminaya shirka iyo suuqyada bandhiga waxbarashada.
Tusaale ahaan, Lehman Optoelectronics' "Cilmi-baadhis ku Saabsan Shirka Wanaagsan ee Wanaagsan ee Bandhig Farsamada Mashiinka Isku-dhafka ah" iyo 150 mashruuc oo heer qaran ah ayaa si guul leh loogu doortay Mashruuca Bandhigga Isticmaalka Macluumaadka Cusub ee 2022.Isla mar ahaantaana, Lehman Optoelectronics waa hormuudka suuqa ee guryaha LED-yada shaashadaha waaweyn.Sannadkii 2022, Lehman Optoelectronics ayaa hogaanka u qabatay soo saarista 163 inch 8K COB Micro LED ultra high definition screen home caalami ahaan, sii gelitaanka suuqa macaamiisha guriga ee dhamaadka-sare oo leh alaab tayo sare leh oo soo bandhigaysa, iyo kicinta horumarka 8K aadka u sarreeya ee caalamiga ah. qeexida qaabaynta silsilad warshadaha video.Sanadihii la soo dhaafay, Lehman Home Big Screen wuxuu aasaasay nooc xayeysiis ah oo khadka tooska ah iyo khadka tooska ah, kaliya maaha soo bandhigida iyo kor u qaadida alaabada kanaalada khadka tooska ah sida JD iyo Tmall, laakiin sidoo kale sameynta 10 dukaamada calanka iyo xarumaha tijaabada ee Shenzhen, Guangzhou, Nanjing, Wuhan, Hangzhou, Chengdu, iyo meelo kale.Waxay markii hore dejisay nidaamka "karti adeegga alaabta" ee suuqa gudaha.
Xitaa, LED-ku-mid-mid ah mashiinnada ayaa soo jiitay dareenka kooxo badan oo TV-ga midab leh.Tusaale ahaan, Hisense wuxuu dejin doonaa LED-ga isku-dhafka ah ee mashiinka isku-dhafka ah ee bandhiga is-dhexgalka iyo barashada suuqa bandhiga multimedia ee 2022. Qaadashada Hisense Vision One giant screen 136 inch LED all-in-one sheyga tusaale ahaan, sida tignoolajiyad cusub "shaqo cusub " ee alaabta bandhigga caqliga leh ee Hisense, waxay qabataa qaab dhismeedka hormuudka ah ee ASIC chip kantaroolka iftiinka saxda ah ee saxda ah iyo Hisense "Xin Xin" chip tayada sawirka engine, taasoo muujineysa adeegsiga tignoolajiyada bandhigga madax-bannaan ee Hisense, waxayna leedahay heer gaar ah oo tartan kala duwan.2022, Hisense waxa uu si weyn u maalgaliyay xakamaynta soo saaraha sare ee warshadaha LED, Qianzhao Optoelectronics, isaga oo iftiiminaya qaabka istaraatiijiyadeed ee Hisense ee suuqa bandhiga LED.
Waxay noqotay mid la isku raacsan yahay ee warshadaha soo bandhigida tooska ah ee LED si loo dardargeliyo ballaarinta suuqyada codsiyada soo baxaya sida micro LED, oo ay hogaaminayaan dhammaan mashiinnada-hal-hal.Dagaalka mustaqbalka ee ku xeeran suuqa mashiinada oo dhan wuxuu ku jiraa marxaladda "tartanka".Habka ugu horreeya ee shirkadaha Shiinaha waxay la mid yihiin faa'iidooyinkooda silsiladda warshadaha caalamiga ah ee LED.Mashiinnada LED-ka oo dhan-in-mid ah hoggaamiyaha, shirkadaha Shiinaha ayaa hubaal ah inay soo saari doonaan wax badan "hal-abuurka Shiinaha, xalalka Shiinaha" ee suuqa bandhiga caalamiga ah mustaqbalka.
Waqtiga boostada: May-06-2023