Xyoo 2020, cuam tshuam los ntawm COVID-19, lub ntiaj teb LED dav hlau thov daim ntawv thov tau poob qis ntau xyoo-rau-lub xyoo, tshwj xeeb tshaj yog nyob rau thaj tsam ntawm cov ntxaij vab tshaus thiab teeb pom kev zoo. Hais txog kev ntim khoom, TrendForce cov ntaub ntawv qhia pom tias tus nqi tsim tawm ntawm LED ntim rau lub xyoo yog 15.3 nphom Asmeskas daus las, ib xyoo poob ntawm 9.6%.
Cuam tshuam los ntawm kev poob qis hauv kev thov dav dav, LED nti kev lag luam xav tau kuj tau poob qis. Suav teb loj tau dhau los ua lub ntiaj teb' qhov loj ntawm LED nti muab lub hauv paus. Txawm hais tias qee qhov kev lag luam me thiab nruab nrab tau thim tawm ntawm kev lag luam nti hauv 2020, lub peev xwm tsim khoom tshiab tseem raug tso tawm, suav nrog San' an' Quanzhou puag thiab Zhaochi' Nanchang puag.
Feem ntau, tag nrho LED cov nyiaj tau los ntawm cov tuam txhab LED nti hauv Suav teb loj (tsuas yog muag sab nraud) xyoo 2020 yog 11.5 nphom RMB, ib xyoos dhau ib xyoo txo ntawm 6.6%. Txawm hais tias qhov thib ib nrab ntawm lub xyoo tau txais txiaj ntsig los ntawm kev rov qab los hauv kev thov dav dav, kev siv tus nqi ntawm LED cov tuam txhab tsim khoom tau muaj qhov nce ntxiv, thiab cov khoom lag luam tau nce ntxiv. Txawm li cas los xij, vim qhov kev siv qis hauv thawj ib nrab ntawm lub xyoo thiab tawm ntawm qee lub tuam txhab, tag nrho cov txiaj ntsig tau tso tawm.
Hais txog kev lag luam siab, vim yog tawm ntawm qee lub tuam txhab, kev lag luam kev lag luam tseem nce ntxiv. Tam sim no, muaj kwv yees li 14 LED cov tuam txhab tsim khoom lag luam hauv thaj av loj, uas yog kaum lub tuam txhab tsim khoom suav rau 97% ntawm cov nyiaj tau los, thiab peb lub tuam txhab tsim khoom saum toj kawg nkaus cov nyiaj tau los nce txog 67%.
Sanan Optoelectronics tseem nyob hauv txoj haujlwm tseem ceeb. Kev tso tawm ntawm Quanzhou lub peev xwm tsim khoom hauv xyoo 2020 yuav nthuav ntxiv San' Optoelectronics' peev txheej ntau lawm. LED nti cov nyiaj tau los suav rau ntau dua 40% ntawm tag nrho cov nyiaj tau los ntawm cov tuam txhab tsim khoom loj hauv ntiaj teb. Xyoo 2021, kev tsim khoom ntawm Sanan Optoelectronics' Quanzhou puag thiab Hubei Ezhou lub hauv paus tseem yuav raug tso tawm, thiab tseem yuav txuas ntxiv ua ke txoj haujlwm tseem ceeb ntawm LED chips. Hauv thaj tsam ntawm Mini LED chips, Sanan Optoelectronics tso saib ncaj qha thiab teeb pom kev zoo tau tsim ib txhij, thiab kev xa khoom yuav nce ntxiv nyob rau ib nrab ntawm xyoo 2020, thiab tam sim no nws tau nkag mus rau cov khoom lag luam ntawm cov tuam txhab nto moo thoob ntiaj teb. Nws kuj tseem tsim nyog hais tias xyoo 2020, Sanan Optoelectronics' cov khoom lag luam semiconductor yuav txuas ntxiv tswj kev loj hlob sai, nrog rau tag nrho cov nyiaj tau los ntau dua RMB 900 lab, nce xyoo-rau-xyoo ntau dua peb zaug. Thiab 1Q21 cov nyiaj tau los yuav tshaj 40% ntawm tag nrho xyoo 2020. Nws tau cia siab tias cov khoom lag luam cov khoom siv hluav taws xob sib txuas yuav txuas ntxiv tswj kev loj hlob sai hauv 2021.
HC Semitek ua raws San' Optoelectronics thiab qeb thib ob. Xyoo 2020, HC Semitek hloov kho nws cov qauv khoom. Cov nyiaj tau los sib faib ntawm cov khoom siv teeb pom kev zoo qis-qis tau poob qis, thiab cov nyiaj tau los sib faib ntawm cov khoom lag luam qib high-end xws li teeb pom kev zoo, teeb pom kev zoo, thiab kev siv tsheb tau nce. Cov nyiaj tau los txhua xyoo tau nce ntau. Hauv peb lub hlis twg xyoo 2020, Ua tiav qhov kev hloov pauv los ntawm kev poob rau cov txiaj ntsig, thiab cov nyiaj tau los txhua xyoo kuj tau rov qab los rau qhov txiaj ntsig zoo. Hauv thaj tsam ntawm Mini LED chips, HC Semitek nyob hauv txoj haujlwm tseem ceeb hauv Suav teb, ua tus coj hauv kev daws teeb pom kev sib cais thiab teeb pom kev zoo siab ntawm Mini LED hauv COB daim ntawv thov. Txij li xyoo 2019, Mini LED nti cov khoom lag luam tau dhau los ua thawj cov khoom lag luam loj thiab muag hauv kev lag luam. . Mini LED RGB cov khoom lag luam tau siv hauv ntau qhov haujlwm tseem ceeb ntawm cov khoom lag luam loj Mini LED davhlau ya nyob twg. Mini LED backlight chip cov khoom lag luam tau npog tag nrho cov khoom lag luam dav dav rau Pads, khoos phis tawj sau ntawv, saib, TV, thiab tsheb.
Qianzhao Optoelectronics nyob qib peb, 2020 LED cov nyiaj tau los txuas ntxiv txuas ntxiv, thiab kev loj hlob ntau dua 20%. Txawm li cas los xij, hais txog qhov muaj txiaj ntsig, Qianzhao Optoelectronics yuav txuas ntxiv poob nyiaj hauv xyoo 2020, thiab cov nyiaj tau los los ntawm cov koom nrog ntawm cov tuam txhab teev npe yuav yog -250 lab RMB. Hauv kev txhim kho yav tom ntej, ntxiv rau thawj daim xim liab-daj thiab xiav-ntsuab, Qianzhao Optoelectronics tseem yuav tsom mus rau kev txhim kho Mini/Micro LED, infrared, VCSEL thiab kev lag luam hnub ci.
Jucan Optoelectronics nyob qib plaub, nce los ntawm ib qho chaw piv rau 2019. Jucan Optoelectronics feem ntau koom nrog teeb pom kev zoo LED chips. Hauv ib nrab ntawm xyoo 2020, kev thov kev lag luam yuav tuaj tos thiab cov peev txheej tsim khoom yuav raug tso tawm. Txog thaum kawg ntawm 2020, cov zis yuav luag ze li 300,000 daim/hli (4 ntiv tes). Yav tom ntej, Jucan Optoelectronics yuav tsom mus rau qhov kev lag luam qib siab LED nti sawv cev los ntawm Mini LED, teeb pom kev zoo, thiab teeb pom kev cog.
Lwm tus 5-10 tus muag khoom yog Aoyang Shunchang, Zhaochi, Hualei Optoelectronics, Silan Mingxin, Zhaoyuan Optoelectronics, thiab Kev Txhim Kho Jing. Ntawm lawv, Zhaochi muaj kev txhim kho nrawm tshaj plaws. Nws yuav muab tso rau hauv kev tsim khoom thaum kawg ntawm 2019. Lub peev xwm tsim khoom yuav maj mam tso tawm hauv thawj ib nrab ntawm 2020. Thaum xub thawj, Zhaochi yuav yog siv feem ntau sab hauv. Kev ua lag luam yuav maj mam qhib nyob rau lub hlis thib ob ntawm lub xyoo. Lub peev xwm tsim khoom yuav txuas ntxiv mus. Txog thaum kawg ntawm lub xyoo, cov zis tau mus txog 550,000 daim. /Hli (4 ntiv tes), thiab feem ntau ntawm cov khoom raug muag sab nrauv.
Tom qab lub sijhawm qis ntawm kev sib kis hauv xyoo 2020, kev thov kev lag luam tau maj mam rov zoo, thiab qee qhov kev hloov pauv tau tshwm sim hauv kev lag luam LED nti hauv Suav teb loj. Los ntawm kev xav ntawm sab kev xa khoom, txawm hais tias lub peev xwm tsim khoom ntawm cov haujlwm tshiab tau nthuav tawm tas li, tib lub sijhawm qee qhov kev lag luam me thiab nruab nrab tseem tau thim tawm, ua rau tsis muaj qhov nce ntxiv hauv kev ua lag luam. Los ntawm qhov xav tau, vim yog kev nce kev lag luam xav tau rau Mini ncaj qha teeb pom kev, Mini teeb pom kev zoo, teeb pom kev zoo siab, teeb pom kev rov qab, thiab kev siv tsheb, ua cov tuam txhab ua lag luam xws li San' ib qho thiab Huacan tau txo qis kev tsim khoom ntawm cov khoom lag luam qis thiab tig mus rau cov khoom lag luam siab. Yog li ntawd, nws tuaj yeem pom tias tus nqi lag luam tam sim no ntawm cov khoom lag luam qis tau maj mam nce ntxiv; qhov pib rau cov khoom lag luam siab yog qhov siab, kev sib tw ua lag luam kuj qis dua, thiab cov tuam txhab tseem tuaj yeem lav tau qee yam txiaj ntsig. Saib mus rau xyoo 2021, nrog kev txhim kho cov khoom siv thiab kev txhawb nqa ntawm kev xav tau, nws cia siab tias LED nti kev lag luam hauv Suav teb loj yuav txhim kho kom muaj kev noj qab haus huv ntau dua, thiab cov txiaj ntsig ntawm cov tuam txhab xav tau txhim kho. (Cov ntawv: LEDinside Allen)
