Kev txiav txim siab tseem ceeb ntawm kev txhim kho ntawm Tuam Tshoj txoj kev lag luam LED hauv xyoo 2022
Xyoo 2021, Tuam Tshoj txoj kev lag luam LEDmuajthim rov qab thiab loj hlob nyob rau hauv kev cuam tshuam ntawm kev hloov pauv cov txiaj ntsig ntawm COVID-19 kev sib kis, thiab kev xa tawm ntawm cov khoom lag luam LED suav nrog LED sawb teeb, RGB coj sawb teeb, LED neon sawb lub teeb, cov khoom siv teeb pom kev zoo mus txog ib qho.tshiab siabsau tseg.Los ntawm txoj kev xav ntawm kev lag luam, LEDstrip teebCov khoom siv thiab cov khoom siv tau nyiaj tau los tau nce loj, tab sis LED nti substrate, ntim, thiab daim ntawv thov cov txiaj ntsig tau qis dua, thiab lawv tseem tab tom ntsib kev sib tw loj.
Saib rau pem hauv ntej mus rau 2022, nws cia siab tias Tuam Tshoj txoj kev lag luam LED yuav txuas ntxiv kom muaj kev loj hlob ntawm ob tus lej raws li kev hloov pauv hloov pauv, thiab cov ntawv thov kub yuav maj mam tig mus rau cov ntawv thov tam sim no xws li cov teeb pom kev zoo, lub suab me me, thiab sib sib zog nqus ultraviolet tshuaj tua kab mob.
I.Kev txiav txim siab ntawm qhov xwm txheej hauv 2022
Hloov pauv cov nyhuv txuas ntxiv, kev thov rau Tuam Tshoj kev tsim khoom muaj zog
Kev cuam tshuam los ntawm qhov cuam tshuam ntawm qhov kev hloov pauv tshiab ntawm COVID-19, kev rov qab los ntawm lub ntiaj teb LED sawb teeb kev lag luam xav tau hauv 2021 coj rov qab kev loj hlob.Kev hloov pauv ntawm peb lub teb chaws LED kev lag luam txuas ntxiv, thiab kev xa tawm hauv thawj ib nrab ntawm lub xyoo tau ntaus cov ntaub ntawv siab.
Ntawm ib sab, Tebchaws Europe thiab Tebchaws Meskas thiab lwm lub tebchaws tau rov pib dua lawv txoj kev lag luam raws li txoj cai tswjfwm nyiaj txiag yooj yim, thiab qhov kev thov ntshuam rau cov khoom siv LED tau rov zoo dua.Raws li cov ntaub ntawv los ntawm Tuam Tshoj teeb pom kev zoo Association, nyob rau hauv thawj ib nrab ntawm 2021, lub export nqi ntawm Tuam Tshoj LED teeb pom kev zoo khoom mus txog 20.988 billion US dollars, ib xyoo-rau-xyoo nce ntawm 50.83%, teem ib tug tshiab cov ntaub ntawv rau exports nyob rau hauv tib lub sij hawm. Lub sijhawm, ntawm cov khoom xa tawm mus rau Tebchaws Europe thiab Tebchaws Meskas suav txog 61.2%, nce ntawm 11.9% xyoo-rau-xyoo.
Ntawm qhov tod tes, kev kis kab mob loj tau tshwm sim hauv ntau lub tebchaws Esxias tshwj tsis yog Tuam Tshoj, thiab kev lag luam xav tau thim rov qab los ntawm kev loj hlob muaj zog hauv xyoo 2020 mus rau qhov kev cog lus me ntsis.Raws li kev lag luam thoob ntiaj teb, Cov Neeg Esxias Qab Teb Hnub Tuaj poob los ntawm 11.7% hauv thawj ib nrab xyoo 2020 txog 9.7% hauv thawj ib nrab xyoo 2021, West Asia poob los ntawm 9.1% mus rau 7.7%, thiab East Asia poob los ntawm 8.9% mus rau 6.0%.Raws li kev kis tus kab mob kis mus ntxiv rau kev lag luam LED kev lag luam nyob rau sab hnub tuaj Asia, cov teb chaws raug yuam kaw ntau qhov chaw ua lag luam, uas cuam tshuam loj rau cov saw hlau, thiab kev hloov pauv ntawm kuv lub teb chaws LED kev lag luam txuas ntxiv mus.
Nyob rau hauv thawj ib nrab ntawm 2021, Tuam Tshoj txoj kev lag luam LED ua tau zoo rau cov khoom sib txawv los ntawm kev sib kis thoob ntiaj teb, ntxiv qhov tseem ceeb ntawm qhov zoo ntawm cov chaw tsim khoom thiab cov chaw muag khoom.
Saib rau pem hauv ntej mus rau 2022, nws xav tias kev lag luam xav tau ntawm kev lag luam thoob ntiaj teb LED yuav nce ntxiv nyob rau hauv kev cuam tshuam ntawm "kev lag luam hauv tsev", thiab Suav LED kev lag luam yuav tau txais txiaj ntsig los ntawm kev hloov pauv hloov pauv.
Ntawm qhov tod tes, nyob rau hauv kev cuam tshuam ntawm kev sib kis thoob ntiaj teb, cov neeg nyob hauv tau tawm mus tsawg dua, thiab kev lag luam xav tau cov teeb pom kev zoo sab hauv tsev, LED zaub, thiab lwm yam tau nce ntxiv, txhaj tshuaj tshiab tseem ceeb hauv kev lag luam LED.
Ntawm qhov tod tes, cov cheeb tsam Esxias uas tsis yog Tuam Tshoj tau raug yuam kom tso tseg tus kab mob tshem tawm thiab siv txoj cai tswj hwm tus kab mob vim muaj kev kis kab mob loj, uas tuaj yeem ua rau rov tshwm sim thiab ua rau muaj kev sib kis tsis zoo thiab ua rau muaj kev tsis paub meej ntawm kev rov ua haujlwm. thiab ntau lawm.
CCID xav tias lub tank kwv yees tias qhov hloov pauv ntawm Tuam Tshoj txoj kev lag luam LED yuav txuas ntxiv mus rau xyoo 2022, thiab LED kev tsim khoom thiab kev xa tawm yuav muaj zog.
Manufacturing profits tseem poob qis, thiab kev lag luam kev sib tw intensifies
Xyoo 2021, cov txiaj ntsig tau txiaj ntsig ntawm Tuam Tshoj cov khoom ntim LED thiab cov ntawv thov yuav poob qis, thiab kev lag luam kev sib tw yuav dhau los ua nruj dua;Lub peev xwm ntawm cov chips substrate manufacturing, khoom siv, thiab cov ntaub ntawv yuav nce siab heev, thiab cov txiaj ntsig tau zoo yuav tsum tau txhim kho.CCID xav tias cov ntaub ntawv pov thawj qhia tau tias xyoo 2021, cov nyiaj tau los ntawm cov tuam txhab LED hauv Suav teb yuav ncav cuag 177.132 billion yuan, ib xyoos ib zaug. - xyoo nce ntawm 21.3%;Nws xav tias yuav tswj hwm qhov kev loj hlob ntawm ob tus lej hauv xyoo 2022, thiab tag nrho cov khoom tsim tawm yuav ncav cuag 214.84 billion yuan.
Kev nqis peev hauv cov ntawv thov tshiab tau loj hlob, thiab kev txaus siab rau kev lag luam peev yog siab
Hauv xyoo 2021, ntau qhov chaw tawm tshiab ntawm LED kev lag luam yuav nkag mus rau theem ntawm kev lag luam sai, thiab cov khoom lag luam yuav ua kom zoo dua qub.
Ntawm lawv, lub photoelectric conversion efficiency ntawm UVC LED tau tshaj 5.6%, thiab nws tau nkag mus rau qhov chaw loj huab cua sterilization, dynamic dej sterilization, thiab complex nto sterilization lag luam;
Nrog rau kev txhim kho cov thev naus laus zis xws li lub teeb taub hau ntse, los ntawm cov teeb pom kev zoo, HDR lub tsheb qhia, thiab teeb pom kev zoo, qhov nkag mus ntawm lub tsheb LEDs tseem nce ntxiv, thiab kev loj hlob ntawm kev lag luam tsheb LED yuav tsum tshaj 10% hauv 2021. ;
Kev cai lij choj ntawm kev cog qoob loo ntawm cov qoob loo tshwj xeeb hauv North America txhawb kev nyiam ntawm LED cog teeb pom kev zoo.Kev ua lag luam cia siab tias qhov kev loj hlob txhua xyoo ntawm LED cog teeb pom kev lag luam yuav ncav cuag 30% hauv 2021.
Tam sim no, me me-pitch LED zaub thev naus laus zis tau lees paub los ntawm cov tuam txhab ua lag luam tseem ceeb thiab tau nkag mus rau qhov kev loj hlob sai sai.Ntawm ib sab, ua tiav cov tuam txhab lag luam xws li Apple, Samsung, thiab Huawei tau nthuav dav lawv cov Mini LED backlight cov khoom lag luam, thiab cov tuam txhab TV xws li TCL, LG, thiab Konka tau nthuav tawm high-end Mini LED backlight TVs.
Ntawm qhov tod tes, lub teeb ci-emitting Mini LED vaj huam sib luag kuj tau nkag mus rau theem ntawm kev tsim khoom loj.Thaum lub Tsib Hlis 2021, BOE tau tshaj tawm qhov kev tsim khoom loj ntawm lub cim tshiab ntawm iav-raws li Mini LED vaj huam sib luag, uas muaj qhov zoo ntawm ultra-siab brightness, sib piv, xim gamut, thiab seamless splicing.
Xyoo 2021, cov tuam txhab ua lag luam thiab tsoomfwv hauv nroog tau mob siab rau kev nqis peev hauv kev lag luam LED.Ntawm lawv, nyob rau hauv lub downstream davhlau ya nyob twg, nyob rau hauv lub Tsib Hlis 2021, Tuam Tshoj tau nqis peev 6.5 billion yuan los tsim ib tug Mini LED zaub industrial park, thiab cov tso zis nqi yuav tsum tshaj 10 billion yuan tom qab ua tiav;Nyob rau hauv lub midstream ntim teb, nyob rau hauv Lub ib hlis ntuj 2021, Tuam Tshoj npaj yuav nqis peev 5.1 billion yuan los tsim 3500 Ib tug me me-pitch LED ntau lawm kab, nrog rau kwv yees txhua xyoo tso zis tus nqi ntawm ntau tshaj 10 billion yuan tom qab ncav cuag ntau lawm.Nws kwv yees tias xyoo 2021, kev nqis peev tshiab hauv tag nrho Mini / Micro LED kev lag luam saw yuav tshaj 50 billion yuan.
Saib rau pem hauv ntej mus rau 2022, vim qhov poob ntawm cov txiaj ntsig ntawm LED cov teeb pom kev zoo ib txwm siv, nws xav tias ntau lub tuam txhab yuav tig mus rau LED zaub, automotive LED, UV LED thiab lwm daim ntawv thov.
Xyoo 2022, kev nqis peev tshiab hauv LED kev lag luam yuav tsum tswj hwm qhov ntsuas tam sim no, tab sis vim qhov kev tsim ua ntej ntawm cov qauv kev sib tw hauv LED zaub, nws xav tias cov peev tshiab yuav poob qis rau qee qhov.
II.Ntau yam teeb meem uas xav tau kev saib xyuas
Overcapacity accelerates consolidation nyob rau hauv kev lag luam
Kev loj hlob sai ntawm cov nqi hluav taws xob hauv tsev LED kuj tau ua rau muaj peev xwm dhau ntawm kev lag luam tag nrho.Lub overcapacity ntxiv accelerates kev koom ua ke thiab de-capacity nyob rau hauv kev lag luam, thiab txhawb kev loj hlob thiab kev loj hlob ntawm LED kev lag luam nyob rau hauv lub fluctuation.
Xyoo 2021, lub ntiaj teb LED kev lag luam kev txaus siab los nqis peev yuav poob tag nrho raws li tus kab mob ntsws tshiab.Raws li keeb kwm ntawm Sino-US kev lag luam kev sib txhuam thiab kev txaus siab ntawm RMB pauv tus nqi, cov txheej txheem automation ntawm LED cov lag luam tau nrawm dua thiab kev lag luam kev sib koom ua ke tau dhau los ua ib qho tshiab.
Nrog rau qhov maj mam tshwm sim ntawm overcapacity thiab thinning profits nyob rau hauv lub LED kev lag luam, thoob ntiaj teb LED manufacturers tau nquag koom ua ke thiab rho tawm nyob rau hauv lub xyoo tsis ntev los no, thiab cov ciaj sia taus siab ntawm kuv lub teb chaws txoj kev lag luam LED tau nce ntxiv.Txawm hais tias kuv lub teb chaws cov lag luam LED tau rov qab los ntawm lawv cov khoom xa tawm vim qhov hloov pauv hloov pauv, nyob rau lub sijhawm ntev, nws yog qhov kev zam tsis tau tias kuv lub teb chaws hloov pauv mus rau lwm lub teb chaws yuav tsis muaj zog, thiab kev lag luam LED hauv tsev tseem tab tom ntsib teeb meem ntawm overcapacity.
Kev nce nqi raw khoom ua rau tus nqi hloov pauv
Xyoo 2021, cov nqi ntawm cov khoom lag luam hauv LED yuav nce ntxiv.Cov tuam txhab tseem ceeb hauv tsev thiab txawv teb chaws xws li GE Tam sim no, Universal Lighting Technologies (ULT), Leyard, Unilumin Technology, Mulinsen, thiab lwm yam tau nce nqi khoom ntau zaus, nrog qhov nruab nrab nce ntawm 5%, ntawm cov nqi ntawm cov khoom tsawg heev. nyob rau hauv cov khoom luv luv tau nce ntau li 30%.Qhov laj thawj tseem ceeb yog vim li cas tus nqi ntawm cov khoom siv LED hloov pauv vim nce nqi raw khoom.
Txawm hais tias nws yog teeb pom kev zoo lossis cov chaw tso saib, qhov sib txawv ntawm cov nqi nce yuav tsis txo qis hauv lub sijhawm luv.Txawm li cas los xij, los ntawm qhov kev xav ntawm kev txhim kho mus sij hawm ntev ntawm kev lag luam, nce nqi yuav pab cov tuam txhab ua kom zoo dua qub thiab txhim kho lawv cov qauv khoom thiab nce cov khoom muaj nqis.
Muaj ntau qhov kev nqis peev rov ua dua tshiab hauv cov haujlwm tshiab
Vim muaj kev faib tawm ntawm LED kev lag luam kev lag luam thoob plaws lub teb chaws, muaj teeb meem ntawm kev rov ua lag luam rov ua dua tshiab hauv cov teb tshiab.
Muaj qhov tsis paub meej txog kev nkag mus ntawm ntau hom kev peev txheej, coj cov peev nyiaj thiab cov peev nyiaj lag luam rau hauv daim teb no.Txhawm rau daws cov teeb meem no, tsis yog tsuas yog kev nqis peev uas yuav tsum tau ua los coj thiab tsav kev sib txuas ntawm kev lag luam sab saud thiab qis qis, tab sis kuj tseem yuav tsum muaj kev sib txuas tseem ceeb.Ua rau qhov tsis txaus.
III.Cov lus pom zoo rau kev tiv thaiv yuav tsum tau ua
Koom tes nrog kev txhim kho kev lag luam hauv ntau thaj tsam thiab coj cov haujlwm loj
Lub National Development thiab Reform Commission, Ministry of Industry thiab Information Technology thiab lwm lub chaw tswj xyuas yuav tsum tau ua haujlwm rau kev txhim kho LED kev lag luam nyob rau hauv ntau qhov chaw, tshawb nrhiav "qhov rais qhia" mechanism rau cov haujlwm loj LED, thiab txhawb kev hloov kho ntawm LED. kev lag luam qauv.Txhawb kev hloov pauv ntawm LED nti substrate raug tsim thiab ntim cov kab ntau lawm, txo qis kev txhawb nqa rau cov teeb pom kev zoo ntawm cov teeb pom kev zoo, thiab txhawb kev txhim kho thiab hauv cheeb tsam ntawm cov khoom siv thiab cov khoom siv LED.Txhawb nqa cov tuam txhab ua lag luam LED hauv tsev los ua kom muaj kev sib koom tes nrog kev koom tes nrog cov tuam txhab hauv thaj chaw siab heev xws li Europe thiab Tebchaws Meskas, thiab txhawb nqa cov kab ntau lawm los daws cov kev lag luam loj.
Txhawb nqa kev sib koom ua ke innovation thiab R & D los tsim cov txiaj ntsig zoo hauv cov haujlwm tshiab
Siv cov peev nyiaj uas twb muaj lawm los txhawm rau txhim kho cov khoom siv sib txuas hauv cov chaw tshiab ntawm LED kev lag luam.Lub nti substrate txuas tsom rau kev txhim kho kev ua tau zoo ntawm ultra-high-txhais Mini / Micro LED thiab sib sib zog nqus UV LED chips;lub ntim txuas tsom mus rau kev txhim kho cov txheej txheem ntim khoom zoo xws li ntsug thiab flip-chip ntim thiab txo cov nqi tsim khoom;daim ntawv thov txuas yog tsom rau kev tsim cov teeb pom kev zoo, teeb pom kev zoo, cov nroj tsuag Teeb pom kev zoo thiab lwm yam kev lag luam pilot ua qauv qhia cov phiaj xwm txhawm rau txhawm rau txhawm rau tsim cov qauv kev lag luam pawg;rau cov khoom siv thiab cov khoom siv, koom tes nrog cov tuam txhab kev sib koom ua ke los txhim kho cov theem hauv cheeb tsam ntawm high-end LED cov khoom thiab cov khoom siv.
Txhim khu kev lag luam tus nqi saib xyuas thiab nthuav cov khoom xa tawm raws
Koom tes nrog cov tuam txhab sib koom ua ke los tsim ib lub semiconductor nti tus nqi saib xyuas qhov system, ntxiv dag zog rau kev saib xyuas ntawm LED kev lag luam, thiab ua kom nrawm rau kev tshawb nrhiav thiab kev rau txim ntawm kev ua txhaum cai ntawm kev tsav tsheb nce nqi ntawm LED chips thiab cov ntaub ntawv raws li cov ntaub ntawv qhia.Txhawb nqa kev tsim kho ntawm cov koom haum LED kev lag luam hauv tsev, tsim kom muaj kev pabcuam pej xeem platform npog cov qauv, kev sim, cov cuab yeej cuab tam kev txawj ntse, thiab lwm yam, mloog zoo rau cov peev txheej zoo tshaj plaws, pab cov tuam txhab ntxiv dag zog rau kev sib pauv thoob ntiaj teb thiab kev koom tes, thiab nthuav tawm cov khoom xa tawm rau cov khoom lag luam txawv teb chaws.
Post lub sij hawm: Feb-11-2022
