LED yekuratidzira indasitiri inotarisirwa kugashira kudzoreredza kwekuita, zvigadzirwa zvepamusoro-soro zvichawedzera kuwedzera miganho yemubhadharo.

Iyo yeindasitiri yekuratidzira indasitiri inotarisirwa kuunza munguva yekudzoreredza kwekuita. Sekureva kweshumo rapfuura reTrend Force, sangano rekutsvagisa musika, iyo yepasi rose LED inoratidza kukosha kwakatarisirwa kuwedzera ne13.5% gore-gore-pagore kusvika US $ 6.27 bhiriyoni muna 2021.

Sekureva kweshumo, musika wepasi rose wekuratidzira LED uchakanganiswa nedenda muna 2020, uye huwandu hwehuwandu hwehuwandu hunongosvika US $ 5.53 bhiriyoni, kuderera kwegore-pagore kwe12,8%. Kuderera kwekudiwa muEurope neUnited States ndiko kuri pachena. Muna 2021, sezvo kudiwa kwese kuchidziya uye iyo yepamusoro yezvinhu mitengo ichiwedzera nekuda kwekushomeka, vagadziri ve LED vanoratidza vachawedzera mitengo yezvigadzirwa zvavo panguva imwe chete. Gore rino, kukosha kwekuburitsa kwemusika wekuratidzira kwe LED kunotarisirwa kukwira.

Pakati pemakambani anotungamira, Leyard akaburitsa fungidziro yehafu-yegore, uye huwandu hwemhindu hwehafu yekutanga yegore rino hwaive 250-300 miriyoni yuan, zvichienzaniswa nemamiriyoni mazana maviri nemakumi maviri nemashanu yeyuan panguva imwecheteyo gore rapfuura. Sekureva kwekambani, kudiwa kwemusika wekuratidzira epamba kunoenderera kuve kwakasimba, uye huwandu hwemirairo mitsva yakasainwa muhafu yekutanga yegore yakawedzera zvakanyanya zvichienzaniswa nenguva yakafanana yegore rapfuura. Kusvika pari zvino, huwandu hweanenge achangosainwa mhiri kwemakungwa odha akapfuurawo nguva yakafanana yegore rapfuura.

SaTrend Force, muongorori weGreat Wall Securities Zou Lanlan akapawo nhungamiro yetariro. Muongorori akaburitsa gwaro rekutsvagurudza muna Chivabvu 26, achiti achitarisira gore ra2021, musika wepamba unotarisirwa kuenderera nehunhu hwekupora muQ4 2020. Panguva imwecheteyo, zvinotarisirwa kuti musika wekunze kwenyika uchapora sezvo denda iri richiderera . Muna 2021, musika wekuratidzira we LED uchasvika 6.13 bhiriyoni emadhora ekuUS, gore-gore-gore kuwedzera kwe12%.

Muongorori anoenderera mberi aine tarisiro nezve yekumusoro-kumagumo nzira yeadiki-piki ma LED ekuratidzira, zvichiratidza kuti makamuri ekudzora, mahofisi emakambani, zvigadzirwa zvekuratidzira dzimba uye makamuri emisangano ari kukurumidza kushandisa zvidiki-zvinongedzo zve LED zvigadzirwa zvekuratidzira. Muna 2020, pakatarisana nekudzikira kwese kwekuratidzwa kwe LED, kutumirwa kwediki teki uye zvigadzirwa zvakanaka zvematanda (zvine saizi isingapfuure 1.99mm) zvasvika zvikamu zana nemakumi masere, kuwedzera kweanoda kusvika gumi muzana pagore, uye inotarisirwa kusvika 260,000 mauniti muna 2021. Kuwedzera kwegore-ne-gore kweanosvika 59%, iyo indasitiri inoenderera nekuchengetedza kukura kukuru.

Sekureva kwedata remusoro wembada, saizi yemusika weChina yekuratidzira indasitiri inofungidzirwa kukura kusvika 110.41 bhiriyoni yuan muna 2023, uye mukomboni wegore rekukura mwero muna 2019-2023 unosvika 14.8%. Pakati pavo, iyo diki-pani LED musika inosvika 48.63 bhiriyoni yuan muna 2023, accounting yeinenge hafu yemusika wese weUS.

Mune ramangwana, pamwe nekuwedzera kuwedzera kweyekushandisa chikero chediki-pikisi kuratidza, Mini LED inoratidzira uye Micro LED inoratidzira zvishoma nezvishoma vanoona yakakura-chikamu kunyorera, uye kuchine nzvimbo yakakura yekukura muiyo LED kuratidza indasitiri.

Pakati pemakambani akanyorwa, Lijing, mubatanidzwa pakati peLeyard naEpistar Optoelectronics, zvakatanga kugadzirwa muna Gumiguru 2020, ichiva hwaro hwepasi rose hwekugadzira michina yeMicro. Parizvino, maodha azere uye kugadzirwa kwave kuwedzerwa pamberi pechirongwa. Fu Chuxiong, muongorori weGalaxy Securities, anofungidzira kuti muna 2021, michina yekambani yeMicro LED ichawana mari inosvika mamirioni mazana matatu kusvika mazana mana ezviuru, uye icharamba ichipinda nekukurumidza munguva inotevera.

Iko kukurumidza kukura kwe diki-pani LED inoratidzira yakaunzawo yakawedzera nzvimbo yeiyo LED kurongedza tekinoroji. Kutakura kweECB kune zvakanakira kureruka uye kuonda, uye kugadzikana kwepamusoro kwekushandisa kwemukati. Sekureva kweiyo LED mukati me data, zvinoenderana neinoburitsa kukosha kweiyo LED kurongedza, iyo yekubuda kukosha kweiyo LED kuratidzwa ingangoita 2,14 mabhiriyoni emadhora ekuUS, uye yakadzika yakadzika kune 13%. Nekukura zvishoma nezvishoma kwediki-pani, mini LED uye zvimwe zvigadzirwa mune ramangwana, huwandu hwehukama hwakabatana hwehuwandu hunowedzera zvishoma nezvishoma.


Post nguva: Jul-01-2021