U-2023 uyaphela.Lo nyaka futhi unyaka ongajwayelekile.Lo nyaka futhi wunyaka womzabalazo.Ngisho naphezu kwesimo samazwe ngamazwe esiyinkimbinkimbi, esinzima futhi esingaqinisekile, umnotho ezindaweni eziningi usimama ngokulinganisela.Ngokombono wemboni yokubonisa i-LED, ekuphenduleni isimo sangaphandle esiyinkimbinkimbi nesishintshayo kanye nezinselele zengozi, umkhuba wokutakula ozinzile uyaqhubeka.Ukuqina namandla aboniswa nguIzinkampani zesikrini se-LEDukunikeza ukwesekwa okuqinile kwendlela yemboni eya phambili.Ubuchwepheshe obusha, izinhlelo zokusebenza ezintsha, amathuba amasha, nezinselele ezintsha kuhlangana ndawonye.Izibonisi ze-LED ziqhubekela phambili ngamagagasi, okwenza abantu bagcwale okulindelwe ekuthuthukisweni komkhakha ngo-2023 nangale kwalokho.
Ubusika buphelile futhi ukusa kuyeza
Kusukela ngoMeyi 2023, ukuthambekela okuphelele kokuthekelisa kweIzikrini zokubonisa ze-LEDibizinzile.Ngokwezibalo zedatha yezimpahla, inani lokuthekelisa lezikrini ze-LED ezingxenyeni ezintathu zokuqala zika-2023 lifinyelele cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-7.547, okuwukukhula konyaka ngonyaka cishe ngo-3.62%.Ngesikhathi esifanayo, ukuthengiswa kwezikrini ze-LED ze-pitch encane engxenyeni yesithathu ka-2023 kwakusondele ku-4.37 billion, ukukhuphuka konyaka ngo-2.4% kanye nokwehla kwenyanga ngenyanga ngo-1.7%;indawo yokuthunyelwa kwempahla ifinyelele ku-307,000 square metres, ukukhula konyaka ngonyaka ngama-27% kanye nokwenyuka kwenyanga nenyanga ngo-3.8%.Ngokombono oqoqiwe wezingxenye ezintathu zokuqala, ukuthengiswa kwezikrini ze-LED ze-pitch encane ezwekazi laseShayina bekuyizigidi eziyizinkulungwane ezingu-11.7, ukwanda konyaka ngo-1.0%;indawo yokuthunyelwa kwezinto yayingamamitha-skwele angu-808,000, okuwukunyuka konyaka ngo-23.1%.Ukubuyiselwa kwemakethe ye-LED kungenzeka sekusondele ekuntweleni kokusa.
Kuyaphawuleka ukuthi ngokusho kwabangaphakathi embonini, kusukela emakethe yamanje yokuhlanganisa isikrini esikhulu, i-LED fine pitch idlule i-LCD splicing kukho kokubili ukuthengisa nomthamo, futhi ukuhlanganisa kwe-LCD kube buthaka ekukhuleni komkhiqizo ngemva kweminyaka yokuthuthuka, kanye nokuqapha okuyinhloko. futhi izimakethe zolwazi zendawo encane zizokhombisa ngokuyisisekelo inkambiso yokukhula engeyinhle eminyakeni emithathu ezayo.Ngakolunye uhlangothi, i-LED fine pitch ingena enkathini yokukhula yesibili eqhutshwa izinto eziningi ezifana nobuchwepheshe be-Micro LED, uhlobo lomkhiqizo, kanye nezinhlelo zokusebenza zesigcawu.Ngokuzayo, imikhiqizo ye-Mini LED ye-pitch emihle ngeke ibe ubuchwepheshe besikhashana emakethe ye-TO G TO B, kodwa kancane kancane izoba uhlelo lokusebenza oluyinhloko emakethe yobunjiniyela, ikakhulukazi imikhiqizo ye-P0.9.
Ngaphezu kwalokho, ngokuduma kwamadivayisi afana nama-smartphones kanye namathebulethi, isidingo semakethe endaweni yokubonisa siyakhula.Ukuthuthukiswa kobuchwepheshe obufana ne-AR ne-VR kuye kwakhuthaza futhi ukukhula kwesidingo endaweni yokubonisa, okuzofinyelela ukukhula okulinganiselwe ngo-2024. Ngokombono we-inventory, ngakolunye uhlangothi, i-inventory yabakhiqizi abakhulu be-chip bomhlaba wonke babonise ukuguquguquka. iphuzu ku-Q3;ngakolunye uhlangothi, ukuhlomula ekutholeni izinto zikagesi zabathengi, izakhi zokwenziwa, ama-PCB, izakhi zokukhanya nezinye izixhumanisi sekuthuthukile, futhi ukuqedwa kwempahla sekusondele ekupheleni.Kafushane, ngemva komjikelezo okwehlayo wonyaka owodwa kuya kwemibili, izinto eziyisisekelo zamanje zemboni yokubonisa i-LED ngokuyisisekelo ziqedele “ukwehla”, futhi imibiko yekota yezinye izinkampani ibonise izimpawu zokululama.Ngakho-ke, akufanele siphelelwe ithemba ngokweqile ngalesi sikhathi.Ubusika obubandayo buyancipha kancane kancane, futhi silindele ukubuya kwentwasahlobo.
Izinto ezintsha zobuchwepheshe zivamile futhi ziyaqhakaza emikhakheni eminingi
Kusukela ekuqaleni kuka-2023, izinto ezintsha zobuchwepheshe kumatheminali emikhiqizo embonini yokubonisa i-LED ziye zavela ngendlela engapheli, ziveza isimo sokuchuma nokubangisana.Okokuqala, emkhakheni wokupakisha, i-COB njengamanje isungule inzuzo ebalulekile yokuqala.Njengendlela esezingeni eliphezulu yobuchwepheshe bokupakisha, amabhizinisi kanye nemikhiqizo ingene emakethe ngendlela eyindilinga, kancane kancane iba umkhuba obalulekile wobuchwepheshe bomkhiqizo ngaphansi kokuthuthukiswa kwe-screen micro-pitch ye-LED, futhi ikamu kanye nesilinganiso sabakhiqizi abahlobene ukwanda ngokushesha.Ngaphezu kwalokho, i-COB inezici zemvelo zezixhumanisi zenqubo ezimfushane nezilula.Lapho inqubo yokudlulisa abantu abaningi kanye nezindleko sezizuze impumelelo, inethuba lokunqoba idolobha.Okwesibili, ubuchwepheshe bokuboniswa kwe-Mini/Micro LED, ukudubula okubonakalayo kwe-LED nezinye izinkomba kancane kancane ziye zaba ukukhula okusha ekuthuthukisweni kwemakethe ye-LED.Kusukela imakethe ye-Mini LED backlight ingene onyakeni wokuqala wevolumu ngo-2021, izinga lokukhula kwenhlanganisela yonyaka selifinyelele ku-50%;ngokweMicro LED, ngemuva kobuchwepheshe obubalulekile njengokuvuthwa kokudlulisa okukhulu, kulindeleke ukuthi kusetshenziswe ngezinga elikhulu esikhathini esizayo;mayelana nokudubula okubonakalayo kwe-LED, nezindleko zokudubula lobu buchwepheshe ziyancipha kanye nokusebenza kahle okuthuthukisiwe, ngaphezu kwenkundla yefilimu nethelevishini, ibuye isetshenziswe ngokwandayo emibukisweni ehlukahlukene, ukusakazwa bukhoma, ukukhangisa nezinye izigcawu.
Ngaphezu kwalokho, ngokwezibalo ze-Light Emitting Diode Display Application Branch ye-China Optical and Optoelectronics Industry Association, isabelo semakethe semikhiqizo yokubonisa yangaphakathi nangaphandle sishintshe kakhulu eminyakeni yamuva nje, futhi ingxenye yemikhiqizo yokubonisa yasendlini inyuke ngonyaka ngonyaka, okungaphezu kuka-70% wesamba sesamba somkhiqizo wonyaka.Kusukela ngo-2016, izibonisi ze-LED ezinephimbo elincane ziye zaqhuma futhi ngokushesha zaba umkhiqizo ovamile emakethe yokubonisa.Njengamanje, ingxenye yemikhiqizo emincane enanini eliphelele lemakethe yezibonisi ze-LED zasendlini nangaphandle ingaphezu kuka-40%.Ngokombono wezimo zangempela zohlelo lokusebenza, ukwakheka kwamanje kokuthengiswa kwemakethe yezibonisi ze-LED ze-pitch encane kukhombisa ukuthi imakethe yesiteshi kanye nemakethe yobunjiniyela bemboni zihlukaniswe izingxenye ezinhlanu.Okwamanje, imakethe yeziteshi iyaqhubeka nokumboza izimakethe eziningi ezicwila, kuyilapho imakethe yobunjiniyela bemboni kancane kancane ihlanganisa izimakethe ezihlukene.Indikimba eyinhloko yokuthengwa kwempahla noma yokufaka isicelo ishintshile kusukela ekubekweni endaweni eyodwa kuya ekuhlukaniseni, futhi ezinye izimo ezintsha zizotholakala, njengokudubula okubonakalayo kwe-XR, izinhlelo zokusebenza ze-cinema ye-LED, njll. Eminyakeni emihlanu ezayo, imakethe isazobonisa ukukhula okungaphezu kwalokho. I-15%, ekhombisa ukuqondiswa okuhlukahlukene nokuthuthukile.
Ongqongqoshe abayisikhombisa namakhomishana bakhiphe isimemezelo sokuba kube nomhlangano, futhi imboni yokulalelwayo nokubukwayo inamandla amakhulu
Maphakathi no-December, uMnyango Wezimboni Nobuchwepheshe Bolwazi kanye neminye iminyango eyisikhombisa ngokuhlanganyela yakhipha “Imibono Eqondisayo Ekusheshiseni Ukuthuthukiswa Kwekhwalithi Ephezulu Yemboni Ye-Audiovisual Electronics”, enikeze isiqondiso sokuthuthukisa umthamo wokunikezela wezinga eliphezulu lezinhlelo zokulalelwayo nezibonwayo. , ukwakha uhlelo lwesimanje lwemboni ye-audiovisual electronics, ukwenza izenzo ezibushelelezi zokusakazwa kwangaphakathi kwe-audiovisual kanye nokuthuthukisa izinga lentuthuko yamazwe ngamazwe.“Imibono Eqondisayo” iphakamise ukuthi ngo-2030, amandla ewonke emboni yezwe lami ye-audiovisual electronics azoba phakathi kwezihamba phambili emhlabeni.Ngo-2027, ukuncintisana komhlaba wonke kwemboni ye-audiovisual electronics yezwe lami kuzothuthukiswa kakhulu, ukusungulwa okubalulekile kwezobuchwepheshe kuzoqhubeka nokugqashuka, isisekelo sezimboni sizoqhubeka nokuqiniswa, futhi imvelo yezimboni izoqhubeka nokuba ngcono, ngokuyisisekelo yakhe iphethini yentuthuko nge. amakhono amahle kakhulu wokuqamba, ukuqina kwemboni okuqinile, izinga eliphezulu lokuvuleleka, kanye nomthelela omkhulu womkhiqizo.Hlakulela inani lezimakethe ezintsha ezihlukanisiwe ezingamakhulu ezigidigidi zama-yuan, wakhe inani lezigameko ezijwayelekile zezinhlelo zokulalelwayo, uhlakulele inani lamabhizinisi “amancanyana” akhethekile nabasha kanye nompetha abangabodwa embonini yokukhiqiza, udale inqwaba yamazwe adumile emhlabeni wonke. brand, futhi yakhe inombolo yezinkundla zemisebenzi yomphakathi kanye namaqoqo ezimboni anethonya lesifunda kanye nentuthuko ehamba phambili yezemvelo.
Ukukhishwa Kwemibono Eqondisayo kubaluleke kakhulu ekwandiseni izinhlelo zokusebenza zokubonisa ezisafufusa kanye nokusungulwa nokusungulwa kobuchwepheshe bezimboni.Izinhlobo eziyisishiyagalombili zezinhlelo ezintsha zomsindo nokubukwayo ezisetshenzisiwe zihlobene kakhulu nendlela yokuthuthukiswa kobuchwepheshe be-LED, ngokungangabazeki iletha isiqinisekiso esiqinile ekuthuthukisweni kwemboni yokubonisa i-LED.Ezinkampanini zesikrini se-LED, ezibhekene namathuba amanje, izinkampani kufanele zisheshise ukusungula izinto ezintsha, zenze imikhiqizo ehlukene, futhi zidale isidingo esisha sabathengi.Ngokusungulwa kwezobuchwepheshe, isingeniso sethalente, kanye nokwethulwa okuqhubekayo kwemikhiqizo ye-LED enenani eliphezulu nezisombululo, kuzophakanyiswa uphahla lwemboni, kuzokwakhiwa uhlelo olunempilo lokuncintisana, kanye nephethini elihle lemvelo lokwakha ngokubambisana, ukwabelana, nokuthuthukiswa ngokubambisana. izokwakhiwa, ukuze kugqugquzelwe imboni ukuthi isebenzisane ukwenza ikhekhe libe likhulu futhi liqine.
Ukugingqa amatshe ekhuphuka nokukhuphuka phezu kwezithiyo, kulo nyaka, abantu be-LED baqongelele ukuqina "kokuqinisa ngemuva kwezinkulungwane zokushaywa", futhi baqhubeka nokuqoqa amandla amahle okuthuthukisaImboni yokubonisa i-LED.I-Huicong LED Screen Network nayo ikholelwa ngokuqinile ukuthi ukukhuphuka kwesibonisi se-LED ngo-2024 kubalulekile futhi kuletha ipulani entsha.
Ngo-2023, lapho umnotho womhlaba untenga,Izinkampani zesikrini se-LEDukuqhubeka nokulungiselela ngenkuthalo intuthuko yesikhathi esizayo, ukuthuthukisa uchungechunge lokuhlinzeka, ubuchwepheshe kanye nesakhiwo sezinsiza zabantu ngokusebenzisana, ukutholwa noma ukuhlanganisa nokutholwa, futhi sigxile kubuchwepheshe bokubonisa obusezingeni eliphezulu kanye nezinhlelo zokusebenza.Njengoba amatheminali amasha ahlobene ethulwa emakethe futhi aqashelwa kancane kancane abathengi, kulindeleke ukuthi kuqhubekisele phambili ukuthuthukiswa kwamaketanga ezimboni ahlobene futhi kwengeze imithombo emisha yamandla embonini yokubonisa i-LED.Uma ngibheka ikusasa, ngikholelwa ukuthi ngokusheshisa inqubo yendawo, sizolinda ukuhlwanyela nokutshala abakhiqizi basekhaya ukuze kancane kancane bathele izithelo.
Isikhathi sokuthumela: Dec-28-2023
