Txawm hais tias nws tau dhau los ua kev pom zoo hauv kev lag luam LED uas Mini LED kev lag luam tau cog lus tseg, tseem muaj qhov tsis paub tseeb. Mini LED muaj qhov thaiv siab rau kev nkag mus vim muaj cov teeb meem kev qhia thiab cov neeg siv khoom xav tau sib txawv, thiab kev faib nyiaj hauv khw yuav tsom mus ntxiv rau cov tuam txhab ua lag luam.
Tom qab ntsib kev poob qis ntawm xyoo dhau los thiab cuam tshuam los ntawm kev sib kis xyoo tas los, LED kev lag luam tau hla qhov qis. Nrog kev txhawb siab ntawm kev lag luam uas tshwm sim xws li Mini LED, cov khoom siv hluav taws xob thib peb, thiab teeb pom kev zoo, nws tau pib ua haujlwm tshiab hauv kev lag luam. Kev lag luam LED kev lag luam hauv tsev los ntawm cov nqes nqes dej, ntim nruab nrab, cov teeb pom kev nqes hav thiab cov ntawv qhia ib nrab xyoo ntawm cov tuam txhab teev npe qhia tias feem ntau ntawm kev ua tau zoo hauv thawj ib nrab ntawm 2021 tau nce ntau.
Kev nthuav dav ntws ntawm Mini LED thiab cov khoom siv hluav taws xob sib xyaw ua ke
HC Cov Ntawv Qhia Ib Nrab Xyoo tso tawm thaum yav tsaus ntuj ntawm Lub Yim Hli 29 qhia tias nyob rau thawj ib nrab ntawm lub xyoo no, cov nyiaj tau los yog 1.594 billion yuan, nce xyoo-rau-xyoo nce ntawm 49.2%; cov nyiaj tau los poob los ntawm niam txiv yog 25.43 lab yuan, nce xyoo-rau-xyoo ntawm 77.13%. Lwm tus thawj coj ntawm LED nti, Sanan Optoelectronics (600703.SH), muaj cov nyiaj tau los ntawm 6.114 billion yuan hauv thawj ib nrab ntawm lub xyoo, nce ntawm 71.38%; cov nyiaj tau los yog 884 lab yuan, nce ntawm 39.18%.
Nkag mus rau xyoo 2021, kev lag luam LED tau maj mam hla qhov taw tes qis thiab tau coj los rau hauv kev hloov pauv tshiab. Raws li kev txheeb cais los ntawm Tuam Tshoj Teeb Pom Kev Koom Tes, hauv thawj peb lub hlis xyoo 2021, tus nqi xa tawm ntawm cov khoom siv teeb pom kev zoo yog 9.825 txhiab nyiaj daus las hauv Asmeskas, nce 102.66% nyob rau tib lub sijhawm xyoo tas los.
Los ntawm kev xav ntawm qhov xav tau, ntawm ib sab, qhov kev cia siab ntawm cov teeb pom kev zoo siab xws li cov teeb pom kev zoo yog qhov zoo; ntawm qhov tod tes, Mini LED nqa cov kev faib nyiaj kub tshiab. Raws li Arizton qhov kev kwv yees, thoob ntiaj teb Mini LED kev ua lag luam xav tias yuav nce los ntawm $ 150 lab rau US $ 150 lab los ntawm 2021 txog 2024. 2.32 nphom Asmeskas daus las, thaum lub sijhawm xyoo-rau-xyoo kev loj hlob nce mus txog ntau dua 140%. Ib qho ntxiv, kev tsim khoom lag luam semiconductor thib peb kuj tau dhau los ua qhov chaw loj hlob tshiab rau cov tuam txhab LED nti. Nws tau kwv yees tias thoob ntiaj teb gallium nitride fais fab kev lag luam semiconductor yuav tshaj 750 lab nyiaj daus las hauv xyoo 2024.
Vim tias muaj ntau ntxiv hauv LED cov nyiaj tau los ntawm kev muag khoom, HC Semitek tau pom kev loj hlob sai hauv kev lag luam cais xws li teeb pom kev zoo, cog teeb pom kev zoo, tsheb teeb pom kev zoo, thiab Mini LED. Hauv thawj ib nrab ntawm lub xyoo, nws cov nyiaj tau los tag nrho cov paj tau paj tau nce los ntawm 6.99 feem pua cov ntsiab lus mus rau 8.64%, ntawm qhov uas LED nti tag nrho cov paj tau paj tau nce 9.12 feem pua ntsiab lus mus rau 13.47%. Cov khoom siv hluav taws xob tshiab tau nruab nrog nws Mini LED cov khoom siv teeb pom kev zoo tau tshaj tawm rau lub khw. Ib qho ntxiv, HC Semitek tau teeb tsa hauv gallium nitride lub zog hluav taws xob cov cuab yeej siv hluav taws xob ua lag luam thiab muaj kev cia siab txog kev nkag mus rau cov hauv kev lag luam xws li lub xov tooj ntawm tes them ceev.
Sanan Optoelectronics tau hais tias vim yog qhov xav tau muaj zog hauv thawj ib nrab ntawm lub xyoo, tus nqi ntawm qee qhov qis-qis LED cov khoom lag luam txuas ntxiv mus. Nws tau cia siab tias tus nqi ntawm qee yam khoom yuav txuas ntxiv mus yav tom ntej, thiab cov khoom lag luam yuav poob zoo. Ntxiv rau TV kev ua lag luam, Mini/Micro LED chips kuj tseem siv dav hauv cov khoom lag luam xws li ntsiav tshuaj khoos phis tawj, khoos phis tawj sau ntawv thiab lub vijtsam tsheb. Cov khoom xa tuaj yog nce ib hlis ib hlis. Ib feem ntawm cov peev txheej tsim khoom ntawm Mini/Micro LED zaub nti kev tsim khoom lag luam hauv Hubei San'an tau muab tso rau hauv kev tsim khoom thiab ua haujlwm.
Kev lag luam semiconductor thib peb yog ib qho tseem ceeb ntawm Sanan Optoelectronics' daim ntawv qhia ib nrab xyoo Kev koom ua ke Sanan tsuas yog muab R& D thiab tsim cov kev pabcuam rau xov tooj cua zaus, kho qhov muag thev naus laus zis, thiab siv hluav taws xob sib xyaw hluav taws xob ib nrab. Hauv thawj ib nrab ntawm lub xyoo, nws ua tiav cov nyiaj tau los ntawm kev muag khoom 1.016 billion yuan (tsis suav nrog Quanzhou San'an lim cov nyiaj tau los ntawm 12.426 lab yuan), nce xyoo-xyoo nce ntawm 170.57%. Nrog cov neeg xaj khoom sau rau xyoo tom ntej, lub peev xwm tsim khoom yuav maj mam tso tawm hauv peb lub hlis twg. Ntawm lawv, Hunan San' ib txoj haujlwm Changsha, uas yog feem ntau koom nrog cov khoom lag luam silicon carbide, tau raug hluav taws thaum Lub Rau Hli xyoo no.
Midstream thiab nqes hav tau txais txiaj ntsig los ntawm cov lus qhia tshiab thiab teeb pom kev zoo
Ntxiv nrog rau cov tuam txhab tsim hluav taws xob LED, qhov ua tau zoo ntawm nruab nrab- thiab nqes dej ntim LED, teeb pom kev zoo thiab LED cov tuam txhab lag luam nyob hauv thawj ib nrab ntawm lub xyoo kuj tau txais txiaj ntsig los ntawm kev rov qab los ntawm LED teeb pom kev lag luam, nce hauv kev faib ua feem ntawm nruab nrab- rau cov khoom lag luam teeb pom kev zoo kawg, thiab cov hauv kev rau kev nthuav qhia Mini/Micro LED tshiab.
Mu Linsen (002745.SZ) muaj cov nyiaj tau los ntawm 9.127 billion yuan nyob rau thawj ib nrab ntawm lub xyoo, nce xyoo-rau-lub xyoo nce ntawm 28%; cov txiaj ntsig tau los ntawm niam txiv lub tuam txhab yog 646 lab yuan, nce xyoo-rau-lub xyoo ntawm 180.79%. Ntawm lawv, Landvance hom teeb pom kev zoo cov khoom lag luam cov nyiaj tau los yog 4.817 billion yuan, nrog cov nyiaj tau los tag nrho ntawm 41.21%; Mulinsen hom khoom teeb pom kev zoo cov nyiaj tau los yog 581 lab yuan, nrog cov nyiaj tau los tag nrho ntawm 23.82%; nws kuj tau koom nrog hauv tuam txhab lag luam LED nti, tsom mus rau kev teeb tsa ntawm Mini LED lub teeb pom kev zoo thiab tso saib ncaj qha, Tsob ntoo teeb pom kev, tob tob ultraviolet LEDs, silicon-based daj LEDs thiab lwm yam muaj txiaj ntsig-ntxiv daim ntawv thov khoom tshiab.
TrendForce kwv yees hais tias thoob ntiaj teb LED teeb pom kev lag luam yuav muaj nqis 38.199 txhiab nyiaj daus las hauv xyoo 2021, nrog rau kev loj hlob txhua xyoo ntawm 9.5%. Mulinsen ntseeg tias nyob rau tsib xyoos tom ntej, kev loj hlob tseem ceeb ntawm LED daim ntawv thov kev lag luam tau kwv yees los ntawm kev thov Mini/Micro LED, uas xav tias yuav dhau los ua kev thov lag luam loj thib ob tom qab teeb pom kev zoo. Gaogong Kev Tshawb Fawb Kev Tshawb Fawb kwv yees tias Mini LED lub teeb ntim ntim khoom lag luam yuav ncav cuag 2.4 billion yuan los ntawm 2025, nrog kev sib xyaw txhua xyoo kev loj hlob ntawm 50.58%. Mulinsen' kev tshawb fawb thiab kev txhim kho yog nyob hauv thaj tsam ntawm Mini LED flip chip ntim.
Lwm lub tuam txhab ntim khoom loj Zhaochi Co., Ltd. (002429.SZ) tseem tab tom qhib LED nqes hav, nruab nrab thiab nqes nqaj lag luam saw kom nthuav dav Mini LED lag luam. Hauv thawj ib nrab ntawm lub xyoo, Zhaochi's LED kev lag luam cov nyiaj tau los yog 2.589 billion yuan, nce xyoo-rau-xyoo ntawm 89.51%, ntawm cov nyiaj tau los ntawm chip yog 934 lab yuan thiab cov nyiaj tau los yog 170 lab yuan; ntim cov nyiaj tau los yog 1.482 billion yuan thiab cov nyiaj tau los yog 123 lab yuan. Mini cov khoom lag luam teeb pom kev zoo tau tsim ntau.
Nyob rau sab nqes hav, Leyard (300296.SZ) thiab Unilumin Technology (300232.SZ), uas tau koom nrog LED cov duab, ua tiav cov txiaj ntsig zoo hauv thawj ib nrab ntawm lub xyoo, uas tseem tau txais txiaj ntsig los ntawm kev ua tiav ntawm Mini/Micro LED tshiab tshuab. Leyard' cov nyiaj tau los hauv thawj ib nrab ntawm lub xyoo yog 3.6 billion yuan, nce ntawm 24%, thiab nws cov txiaj ntsig tau los ntawm nws niam yog 285 lab yuan, nce 26.7%. Nws tab tom tsim lub Mini LED backlight huab hwm coj ntau lawm kab, thiab Micro LED TV huab hwm coj ntau lawm xaj tau nthuav tawm hauv kev lag luam hauv tsev thiab txawv teb chaws tib lub sijhawm. Unilumin' cov nyiaj tau los hauv thawj ib nrab ntawm lub xyoo yog 2.93 billion yuan, nce ntawm 57.57%; cov nyiaj tau los los ntawm niam txiv yog 90.9 lab yuan, nce ntawm 14.38%. Kev nthuav dav ntawm 5 Mini LED cov kab tsim khoom tau pib tsim khoom, thiab Mini LED zaub kev lag luam pib yuav maj mam muab tso rau hauv kev tsim khoom hauv ib nrab xyoo ntawm lub xyoo.
Op Lighting (603515.SH), lub tuam txhab teeb pom kev zoo, tau nyiaj tau los ntawm 3.96 billion yuan hauv thawj ib nrab ntawm lub xyoo, nce ntawm 31.68%; cov nyiaj tau los ntawm 440 lab yuan, nce ntawm 76.95%. Kev loj hlob tau txais txiaj ntsig los ntawm kev ua lag luam poob qis thiab kev koom tes nrog cov tuam txhab pob khoom los muab cov teeb pom kev zoo Nws kuj tseem siv gallium nitride thev naus laus zis los tso lub teeb me me. Foshan Teeb pom kev zoo (000541.SZ) muaj cov nyiaj tau los ntawm 1.955 billion yuan hauv thawj ib nrab ntawm lub xyoo, nce ntawm 28.4%; cov nyiaj tau los ntawm 111 lab yuan, txo qis ntawm 25.75%, feem ntau yog vim muaj kev sib tw ntau ntxiv thiab nce nqi raw khoom.
Txawm hais tias nws tau dhau los ua kev pom zoo hauv kev lag luam LED uas Mini LED kev lag luam tau cog lus tseg, tseem muaj qhov tsis paub tseeb. Thaum tham txog kev pheej hmoo ua lag luam, HC Semitek tau hais tias Mini LED muaj qhov thaiv siab rau kev nkag mus vim muaj cov teeb meem thev naus laus zis thiab cov neeg siv khoom xav tau sib txawv, thiab kev faib nyiaj hauv khw yuav tsom mus rau cov tuam txhab ua lag luam.
