Ngo-2021, umzi-mveliso we-LED waseTshayina uye waphinda waphindaphindeka phantsi kwempembelelo yokutshintshwa kwe-COVID, kwaye ukuthunyelwa ngaphandle kweemveliso ze-LED kube phezulu.Ngokombono wonxibelelwano lweshishini, ingeniso yezixhobo ze-LED kunye nezixhobo ziye zanda kakhulu, kodwa inzuzo ye-chip substrate ye-LED, ukupakishwa, kunye nesicelo iye yancipha, kwaye isajongene noxinzelelo olukhulu lokukhuphisana.

Ukujonga phambili kwi-2022, kulindeleke ukuba ishishini laseChina le-LED liya kuqhubeka nokugcina ukukhula okuphindwe kabini kwisantya esiphezulu phantsi kwefuthe lefuthe lokutshintsha, kunye neendawo ezitshisayo zesicelo ziya kutshintshela ngokuthe ngcembe kwizicelo ezivelayo ezifana nezibane ezilumkileyo, isandi esincinci. iziboniso, kunye ne-ultraviolet disinfection enzulu.

Isigwebo esisisiseko seMeko ngo-2022

I-01 Isiphumo sokutshintsha indawo siyaqhubeka, kwaye imfuno yokuvelisa e-China yomelele.

Ukuchatshazelwa ngumjikelo omtsha we-COVID, imfuno yemveliso ye-LED yehlabathi jikelele ngo-2021 iya kuzisa ukukhula kwakhona.Isiphumo sokutshintshwa kunye nokudluliselwa koshishino lwelizwe lam lwe-LED luyaqhubeka, kwaye ukuthunyelwa kwamanye amazwe kwisiqingatha sokuqala sonyaka kube nerekhodi eliphezulu.

Kwelinye icala, amazwe anje ngeYurophu ne-United States aqale ngokutsha uqoqosho lwawo phantsi kokunciphisa imigaqo-nkqubo yezemali, kwaye imfuno yokungeniswa kweemveliso ze-LED yaphinda yanda ngamandla.Ngokutsho kwedatha evela kwi-China Lighting Association, kwisiqingatha sokuqala se-2021, ukuthunyelwa kwemveliso yokukhanyisa i-LED yaseChina kwafikelela kwi-20.988 yeebhiliyoni zeedola zase-US, ukwanda kwe-50.83% ngonyaka, ukubeka irekhodi elitsha lokuthumela ngaphandle kwembali ngexesha elifanayo.Phakathi kwabo, ukuthunyelwa kweYurophu kunye ne-United States kubalelwa kwi-61.2%, ukwanda kwe-11.9% ngonyaka.

Kwelinye icala, usulelo olukhulu lwenzekile kumazwe amaninzi ase-Asiya ngaphandle kwase China, kwaye imfuno yentengiso ibuyile ukusuka kuhlumo olomeleleyo ngo-2020 ukuya ekucuthekeni okuncinci.Ngokombono wesabelo semarike yehlabathi, i-Asia-mpuma ye-Asia yehla ukusuka kwi-11.7% kwisiqingatha sokuqala sika-2020 ukuya kwi-9.7% kwisiqingatha sokuqala sika-2021, i-West Asia yehla ukusuka kwi-9.1% ukuya kwi-7.7%, kwaye i-East Asia yehla ukusuka kwi-8.9% ukuya kwi-6.0 %.Njengoko ubhubhani uye wabetha ngakumbi kwishishini lemveliso ye-LED kuMazantsi-mpuma e-Asia, amazwe aye anyanzeleka ukuba avale iipaki ezininzi zemizi-mveliso, nto leyo eye yathintela kanobom ikhonkco lokubonelela, kunye nesiphumo sokutshintsha kunye nokudluliselwa koshishino lwelizwe lam lwe-LED luye lwaqhubeka.

Kwisiqingatha sokuqala sika-2021, ishishini le-LED laseTshayina lenze ngokufanelekileyo umsantsa wokubonelela owenziwe ngubhubhani wehlabathi, eqaqambisa ngakumbi izibonelelo zamaziko okuvelisa kunye neehabhu zokubonelela.

Ukukhangela phambili kwi-2022, imboni ye-LED yehlabathi kulindeleke ukuba ikhulise ngakumbi imfuno yemarike phantsi kwefuthe "loqoqosho lwasekhaya", kwaye imboni ye-LED yaseChina inethemba malunga nokuphuhliswa kokuxhamla kwisiphumo sokutshintshwa kokutshintshwa.

Kwelinye icala, phantsi kweempembelelo zendyikityha yehlabathi, inani labahlali abaphumayo liyancipha, kwaye imfuno yemarike yokukhanyisa ngaphakathi, umboniso we-LED, njl.

Kwelinye icala, imimandla yase-Asiya ngaphandle kwe-China inyanzeliswa ukuba iyilahle intsholongwane kwaye yamkele umgaqo-nkqubo wokuhlalisana kwentsholongwane ngenxa yosulelo olukhulu, olunokuthi lukhokelele ekuphindaphindeni kwaye lube mandundu ubhubhane, kunye nokungaqiniseki okukhulu malunga nokuqalisa kwakhona komsebenzi kunye nemveliso. .

Itanki yokucinga ye-CCID iqikelela ukuba isiphumo sokutshintshwa kweshishini le-LED laseTshayina liya kuqhubeka ngo-2022, kwaye imveliso ye-LED kunye nemfuno yokuthumela ngaphandle iya kuhlala yomelele.

02 Ingeniso yokuvelisa iyaqhubeka nokuhla, kwaye ukhuphiswano lweshishini luye lwaba lukhulu.

Ngo-2021, umda wenzuzo yokupakishwa kwe-LED yaseChina kunye nezicelo ziya kuncipha, kwaye ukhuphiswano lweshishini luya kuba lukhulu;amandla emveliso yokwenziwa kwe-chip substrate, izixhobo, kunye nezixhobo ziya kwanda kakhulu, kwaye ingeniso kulindeleke ukuba iphucule.

Kwi-chip ye-LED kunye nekhonkco ye-substrate,ingeniso yeenkampani ezisibhozo ezidweliswe ekhaya kulindeleke ukuba ifikelele kwi-16.84 yeebhiliyoni zeeyuan ngo-2021, ukunyuka konyaka-ngonyaka ngama-43.2%.Nangona i-avareji yengeniso yeenkampani ezikhokelayo yehle yaya kutsho kwi-0.96% ngo-2020, enkosi kuphuculo lokuphumelela kwemveliso emikhulu, kulindeleke ukuba inzuzo eseleyo yeenkampani ze-chip kunye ne-substrate ye-LED iya kunyuka ukuya kuthi ga kwinqanaba elithile ngo-2021. I-Sanan Optoelectronics I-LED yeshishini lomda wengeniso yengeniso kulindeleke ukuba ijike ibe ntle.

Kwinkqubo yokupakisha ye-LED,ingeniso yeenkampani ezili-10 zasekhaya ezidwelisiweyo kulindeleke ukuba ifikelele kwi-38.64 yeebhiliyoni zeeyuan ngo-2021, ukwanda kwe-11.0% unyaka nonyaka.Umda wengeniso ye-gross ye-LED packaging ngo-2021 kulindeleke ukuba iqhubele phambili ukuhla ngokubanzi ngo-2020. Nangona kunjalo, ngenxa yokukhula ngokukhawuleza kwemveliso, kulindeleke ukuba inzuzo eseleyo yeenkampani zasekhaya zokupakisha i-LED ngo-2021 iya kubonisa ukunyuka okuncinci malunga ne-5%.

Kwicandelo lesicelo se-LED,ingeniso yeenkampani ezidwelisiweyo zasekhaya ezingama-43 (ngokukodwa ukukhanya kwe-LED) kulindeleke ukuba ifikelele kwi-97.12 yeebhiliyoni zeeyuan ngo-2021, ukwanda kwe-18.5% unyaka nonyaka;I-10 kubo inenzuzo engalunganga kwi-2020. Njengoko ukukhula kweshishini lokukhanyisa i-LED alikwazi ukuhlawula ukunyuka kweendleko, izicelo ze-LED (ingakumbi izicelo zokukhanyisa) ziya kuncipha kakhulu kwi-2021, kwaye inani elikhulu leenkampani liya kunyanzeliswa ukuba linciphise okanye liguqule. amashishini emveli.

Kwicandelo lezixhobo ze-LED,ingeniso yeenkampani ezintlanu ezidweliswe ekhaya kulindeleke ukuba ifikelele kwi-4.91 yeebhiliyoni zeeyuan ngo-2021, ukunyuka konyaka-ngonyaka ngama-46.7%.Kwicandelo lezixhobo ze-LED, ingeniso yeenkampani ezintandathu ezidweliswe ekhaya kulindeleke ukuba ifikelele kwi-19.63 yeebhiliyoni zeeyuan ngo-2021, ukunyuka konyaka-ngonyaka ngama-38.7%.

Ukukhangela phambili kwi-2022, ukunyuka okuqinileyo kwiindleko zokuvelisa kuya kucudisa indawo yokuhlala ye-LED ezininzi zokupakisha kunye neenkampani zesicelo e-China, kwaye kukho intsingiselo ecacileyo kwezinye iinkampani eziphambili ukuba zivale kwaye zibuyele.Nangona kunjalo, ngenxa yokunyuka kweemfuno zemarike, izixhobo ze-LED kunye neenkampani eziphathekayo ziye zazuza kakhulu, kwaye imeko ye-LED yeenkampani ze-chip substrate ziye zahlala zingatshintshi.

Ngokwe-CCID yezibalo zetanki yokucinga, kwi-2021, ingeniso yeenkampani ze-LED ezidweliswe e-China ziya kufikelela kwi-177.132 yebhiliyoni ye-yuan, ukwanda kwe-21.3% ngonyaka;kulindeleke ukuba kugcinwe ukukhula kwesantya esiphezulu esinamanani aphindwe kabini ngo-2022, ngexabiso elipheleleyo lemveliso ye-yuan eyi-214.84 yeebhiliyoni.

03 Utyalo-mali kwizicelo ezivelayo lukhulile, kwaye umdla wotyalo-mali kwimizi-mveliso uyakhula.

Ngo-2021, iindawo ezininzi ezivelayo kwishishini le-LED ziya kungena kwinqanaba lokukhula ngokukhawuleza, kwaye ukusebenza kwemveliso kuya kuqhubeka kulungiswa.

Phakathi kwabo, ukuguqulwa kwe-photoelectric yokuguqulwa kwe-UVC ye-LED idlulile i-5.6%, kwaye ingene kwi-air-space-sterilization enkulu, ukutshatyalaliswa kwamanzi okuguquguqukayo, kunye neemarike eziyinkimbinkimbi zokuvala inzalo;

Ngophuhliso lwetekhnoloji ephucukileyo efana nezibane zentloko ezikrelekrele, izibane zohlobo lwe-taillights, imiboniso yemoto ye-HDR, kunye nezibane ezijikelezayo, izinga lokungena kwee-automotive LEDs liyaqhubeka nokunyuka, kwaye ukukhula kweemoto ze-LED kulindeleke ukuba kudlule i-10% ngo-2021;

Ukwenziwa ngokusemthethweni kokulinywa kwezityalo ezikhethekileyo zoqoqosho eNyakatho Melika kukhuthaza ukuthandwa kokukhanya kwezityalo ze-LED.Imakethi ilindele ukuba izinga lokukhula lonyaka kwimakethi yokukhanya kwezityalo ze-LED iya kufikelela kwi-30% ngo-2021.

Okwangoku, itekhnoloji yokubonisa i-LED encinci iye yaqatshelwa ngabavelisi bomatshini abaqhelekileyo kwaye ingene kumjelo wokuphuhlisa ubuninzi obunzima.Ngakolunye uhlangothi, i-Apple, i-Samsung, i-Huawei kunye nabanye abavelisi bomatshini abapheleleyo baye bandise imigca yemveliso ye-Mini LED backlight, kunye nabavelisi beTV njenge-TCL, i-LG, i-Konka kunye nabanye baye bakhupha ngokugqithiseleyo i-Mini LED backlight TVs.

Kwelinye icala, iiphaneli ze-Mini ze-LED ezisebenza ngokukhanyayo nazo ziye zangena kwinqanaba lokuvelisa ngobuninzi.NgoMeyi ka-2021, i-BOE yabhengeza ukuveliswa kobuninzi besizukulwana esitsha seglasi esekwe kwiglasi yeepaneli ze-Mini ze-LED ezinokukhanya okuphezulu okuphezulu, umahluko, umbala we-gamut, kunye nokuqhekeka okungenamthungo.

Ukukhangela phambili kwi-2022, ngenxa yokuhla kweenzuzo zezicelo zokukhanyisa zendabuko ze-LED, kulindeleke ukuba iinkampani ezininzi ziya kuphendukela kwiziboniso ze-LED, ii-LED zemoto, ii-LED ze-ultraviolet kunye nezinye izicelo.

Ngo-2022, utyalo-mali olutsha kushishino lwe-LED kulindeleke ukuba lugcine umlinganiselo wangoku, kodwa ngenxa yokusekwa kokuqala kokhuphiswano kwibala lokubonisa i-LED, kulindeleke ukuba utyalo-mali olutsha luya kuncipha ukuya kwinqanaba elithile.