Mu 2021, makampani aku China a LED adakulanso chifukwa chakusintha kwa COVID, ndipo kutumiza kunja kwa zinthu za LED kudakwera kwambiri.Malinga ndi maulalo amakampani, ndalama za zida za LED ndi zida zakula kwambiri, koma phindu la gawo lapansi la LED chip, kuyika, ndi kugwiritsa ntchito lakhala likucheperachepera, ndipo likukumanabe ndi kupikisana kwakukulu.

Tikuyembekezera 2022, tikuyembekezeka kuti makampani aku China a LED apitilizabe kukula mwachangu kwambiri mothandizidwa ndi kusintha kosinthika, ndipo madera otentha azisintha pang'onopang'ono kuzinthu zomwe zikubwera monga kuyatsa kwanzeru, phula laling'ono. mawonekedwe, ndi kuya kwa ultraviolet disinfection.

Chiweruzo Chachikulu cha Mkhalidwewo mu 2022

01 Kusintha kosinthika kumapitilirabe, ndipo kufunikira kopanga ku China ndikolimba.

Kukhudzidwa ndi kuzungulira kwatsopano kwa COVID, msika wapadziko lonse lapansi wa LED udafuna kuchira mu 2021 ubweretsanso kukula.Zotsatira za kulowetsa ndi kusamutsa makampani a LED akudziko langa zikupitilirabe, ndipo zogulitsa kunja mu theka loyamba la chaka zidakwera kwambiri.

Kumbali imodzi, maiko monga Europe ndi United States adayambitsanso chuma chawo mothandizidwa ndi ndondomeko zandalama, ndipo kufunikira kwa zinthu za LED kunachulukanso kwambiri.Malinga ndi deta yochokera ku China Lighting Association, mu theka loyamba la 2021, katundu wounikira wa LED ku China adafika pa madola 20.988 biliyoni aku US, kuwonjezeka kwa 50.83% pachaka, ndikuyika mbiri yatsopano yotumiza kunja kwa nthawi yomweyi.Pakati pawo, zogulitsa ku Ulaya ndi United States zinali 61.2%, kuwonjezeka kwa 11.9% chaka ndi chaka.

Kumbali ina, matenda akulu achitika m'maiko ambiri aku Asia kupatula China, ndipo kufunikira kwa msika kwatsika kuchoka pakukula kwamphamvu mu 2020 mpaka kutsika pang'ono.Pakuwona msika wapadziko lonse lapansi, Southeast Asia idatsika kuchokera 11.7% mu theka loyamba la 2020 mpaka 9.7% mu theka loyamba la 2021, West Asia idatsika kuchokera 9.1% mpaka 7.7%, ndipo East Asia idatsika kuchokera 8.9% mpaka 6.0 %.Pamene mliriwu wakhudzanso makampani opanga ma LED ku Southeast Asia, maiko adakakamizika kutseka mapaki angapo ogulitsa mafakitale, zomwe zalepheretsa kwambiri njira zogulitsira, ndipo zotsatira za kulowetsa ndi kusamutsa makampani a LED mdziko langa zapitilira.

Mu theka loyamba la 2021, makampani opanga ma LED aku China adapanga bwino kusiyana kwazinthu zomwe zachitika chifukwa cha mliri wapadziko lonse lapansi, ndikuwunikiranso zabwino zamalo opangira zinthu komanso malo ogulitsa.

Tikuyembekezera 2022, msika wapadziko lonse lapansi wa LED ukuyembekezeka kukulitsa kufunikira kwa msika motengera "chuma chakunyumba", ndipo makampani aku China aku LED akuyembekeza kupindula ndi zotsatira zakusintha m'malo.

Kumbali imodzi, chifukwa cha mliri wapadziko lonse lapansi, kuchuluka kwa anthu okhala kunja kukucheperachepera, ndipo kufunikira kwa msika wowunikira m'nyumba, mawonekedwe a LED, ndi zina zambiri kukukulirakulira, ndikulowetsa mphamvu zatsopano mumakampani a LED.

Kumbali ina, madera aku Asia kupatula China akukakamizika kusiya kuyimitsa kachilomboka ndikutengera njira yolumikizirana ma virus chifukwa cha matenda akulu, omwe angayambitse kuchulukirachulukira kwa mliri, komanso kusatsimikizika kwakukulu pakuyambiranso ntchito ndi kupanga. .

Tanki yoganiza ya CCID ikuneneratu kuti kusintha kwamakampani aku China kupitilira mu 2022, ndipo kufunikira kopanga ndi kutumiza kunja kudzakhalabe kolimba.

02 Phindu lopanga zinthu likupitilira kuchepa, ndipo mpikisano wamakampani wakula kwambiri.

Mu 2021, phindu la kuyika kwa LED ku China ndi ntchito zidzachepa, ndipo mpikisano wamakampani udzakula kwambiri;mphamvu yopangira kupanga chip gawo lapansi, zida, ndi zida zidzakula kwambiri, ndipo phindu likuyembekezeka kuwongolera.

Mu chingwe cha LED ndi ulalo wa gawo lapansi,ndalama zamakampani asanu ndi atatu omwe adalembedwa m'nyumba zikuyembekezeka kufika 16.84 biliyoni mu 2021, zomwe zikuwonjezeka chaka ndi chaka ndi 43.2%.Ngakhale phindu lalikulu lamakampani ena otsogola latsika mpaka 0.96% mu 2020, chifukwa chakuyenda bwino kwa ntchito zazikuluzikulu, zikuyembekezeka kuti phindu lonse lamakampani amtundu wa LED chip ndi gawo lapansi lidzakwera pang'ono mu 2021. Sanan Optoelectronics Phindu lazamalonda la LED likuyembekezeredwa Kutembenuka kukhala zabwino.

Pakuyika kwa LED,ndalama zamakampani 10 omwe adalembedwa m'nyumba zikuyembekezeka kufika 38.64 biliyoni mu 2021, zomwe zikuwonjezeka ndi 11.0% pachaka.Phindu lalikulu la ma CD a LED mu 2021 likuyembekezeka kupitilizabe kutsika mu 2020. Komabe, chifukwa cha kukwera msanga kwa zotulutsa, zikuyembekezeka kuti phindu lamakampani apanyumba onyamula ma LED mu 2021 liwonetsa kuwonjezeka pang'ono kwa pafupifupi 5%.

Mu gawo la ntchito ya LED,ndalama zamakampani 43 omwe adalembedwa m'nyumba (makamaka kuyatsa kwa LED) akuyembekezeka kufika 97.12 biliyoni ya yuan mu 2021, kuchuluka kwa 18.5% pachaka;10 aiwo ali ndi phindu loyipa mu 2020. Popeza kukula kwa bizinesi yowunikira za LED sikungathetse kuchuluka kwa mtengo, ntchito za LED (makamaka zowunikira) zidzachepa kwambiri mu 2021, ndipo makampani ambiri adzakakamizika kuchepetsa kapena kusintha. malonda achikhalidwe.

Mu gawo la zida za LED,ndalama zamakampani asanu olembedwa m'nyumba zikuyembekezeka kufika 4.91 biliyoni mu 2021, zomwe zikuwonjezeka chaka ndi chaka ndi 46.7%.M'gawo la zida za LED, ndalama zomwe makampani asanu ndi limodzi omwe adalembedwa m'nyumba zikuyembekezeka kufika 19.63 biliyoni mu 2021, zomwe zikuwonjezeka chaka ndi 38.7%.

Tikuyembekezera 2022, kukwera kosasunthika kwa ndalama zopangira zinthu kudzafinya malo okhala ambiri makampani opanga ma LED ndikugwiritsa ntchito ku China, ndipo pali chizolowezi chodziwikiratu kuti makampani ena otsogola atseke ndikubwerera.Komabe, chifukwa cha kuchuluka kwa kufunikira kwa msika, zida za LED ndi makampani opanga zinthu zapindula kwambiri, ndipo momwe makampani a LED chip substrate adasinthira sikunasinthe.

Malinga ndi CCID think tank statistics, mu 2021, ndalama zamakampani a LED olembedwa ku China zidzafika 177.132 biliyoni ya yuan, kuwonjezeka kwa 21.3% pachaka;ikuyembekezeka kusunga kukula kwa manambala awiri mu 2022, ndi chiwongola dzanja chonse cha 214.84 biliyoni ya yuan.

03 Kuyika ndalama pamapulogalamu omwe akungobwera kumene kwakula, ndipo chidwi chazachuma chamakampani chikukwera.

Mu 2021, madera ambiri omwe akutuluka m'makampani a LED alowa gawo lazachuma mwachangu, ndipo magwiridwe antchito apitiliza kukonzedwa.

Pakati pawo, mphamvu ya kutembenuka kwa photoelectric ya UVC LED yadutsa 5.6%, ndipo yalowa m'malo akuluakulu osabisa mpweya, kusungunula madzi amphamvu, ndi misika yovuta yowonongeka;

Ndi chitukuko cha matekinoloje apamwamba monga magetsi akutsogolo anzeru, zounikira zam'mbuyo, zowonetsera magalimoto a HDR, ndi magetsi ozungulira, kuchuluka kwa ma LED amagalimoto akupitilira kukwera, ndipo kukula kwa msika wamagalimoto a LED kukuyembekezeka kupitilira 10% mu 2021;

Kuvomerezeka kwa kulima mbewu zapadera zachuma ku North America kumalimbikitsa kutchuka kwa kuyatsa kwa mbewu za LED.Msika ukuyembekeza kuti kukula kwapachaka kwa msika wowunikira mbewu za LED kudzafika 30% mu 2021.

Pakalipano, teknoloji yaying'ono yowonetsera LED yakhala ikudziwika ndi opanga makina athunthu ndipo yalowa mumsewu wopititsa patsogolo kupanga misala.Kumbali imodzi, Apple, Samsung, Huawei ndi ena opanga makina athunthu akulitsa mizere yawo ya Mini LED backlight, ndipo opanga ma TV monga TCL, LG, Konka ndi ena atulutsa mwamphamvu ma TV apamwamba a Mini LED backlight.

Kumbali inayi, mapanelo a Mini LED opangira kuwala alowanso pagawo lopanga anthu ambiri.M'mwezi wa Meyi 2021, BOE idalengeza za kupanga m'badwo watsopano wa mapanelo a Mini LED opangidwa ndi magalasi okhala ndi kuwala kopitilira muyeso, kusiyanitsa, mtundu wa gamut, komanso kuphatikizika kopanda msoko.

Tikuyembekezera 2022, chifukwa cha kuchepa kwa phindu la ntchito zowunikira zachikhalidwe za LED, tikuyembekezeka kuti makampani ambiri atembenukira ku mawonetsero a LED, ma LED apagalimoto, ma ultraviolet LED ndi ntchito zina.

Mu 2022, ndalama zatsopano zamakampani a LED zikuyembekezeka kukhalabe ndizomwe zikuchitika, koma chifukwa cha mapangidwe oyambira a mpikisano mu gawo lowonetsera la LED, zikuyembekezeka kuti ndalama zatsopanozi zidzatsika pang'ono.