Ngokwengxelo yamva nje ye-TrendForce "2021 Global Lighting LED kunye ne-LED Lighting Market Outlook-2H21", imakethi yokukhanyisa jikelele ye-LED iphinde yachacha ngokunyuka kwemfuno yokukhanya kwe-niche, okukhokelela ekukhuleni kwiimarike zehlabathi zokukhanya ngokubanzi kwe-LED, ukukhanya kwe-horticultural, kunye nobulumko. Ukukhanya ngo-2021-2022 ukuya kumanqanaba ahlukeneyo.

Njengoko ugonyo lusanda kumazwe ahlukeneyo, uqoqosho lwehlabathi luqala ukuchacha.Ukusukela kwi-1Q21, imakethi yokukhanyisa ngokubanzi ye-LED ibone ukubuyiswa okuqinileyo.I-TrendForce iqikelela ukuba ubungakanani bemakethi yokukhanya kwe-LED yehlabathi buza kufikelela kwi-USD 38.199 yeebhiliyoni ngo-2021 ngesantya sokukhula se-YoY se-9.5%.

Ezi zinto zine zilandelayo zenze ukuba imarike yezibane jikelele iphumelele:

1. Ngokunyuka kwamazinga okugonya kwihlabathi jikelele, kuye kwavela ukuchacha kwezoqoqosho;Ukufumana kwakhona kwiimarike zorhwebo, ngaphandle, kunye nokukhanyisa ubunjineli kukhawuleza ngakumbi.

2. Ukunyuka kwamaxabiso emveliso yokukhanyisa i-LED: Njengoko iindleko zemathiriyeli ekrwada zinyuka, amashishini eemveliso zokukhanyisa ayaqhubeka enyusa amaxabiso emveliso nge-3% -15%.

3. Kunye nemigaqo-nkqubo karhulumente yolondolozo lwamandla kunye nokunciphisa ikhabhoni ejolise ekungathathi hlangothi kwekhabhoni, iiprojekthi zogcino lwamandla asekelwe kwi-LED ziqalisile, ngaloo ndlela zikhuthaza ukukhula kokukhanya kwezibane ze-LED.Njengoko i-TrendForce ibonisa, ukungena kwimarike yokukhanyisa kwe-LED kuya kufikelela kwi-57% ngo-2021.

4. Lo bhubhani wenze ukuba iinkampani ezikhanyisa i-LED zitshintshe ukuze zivelise izixhobo zokukhanyisa ezinokukhanya kwedijithali kunye nemisebenzi elawulekayo.Kwixesha elizayo, icandelo lokukhanyisa liza kugxininisa ngakumbi kwixabiso lemveliso elongezelelweyo yinkqubo yokukhanyisa okuxhunyiwe kunye nokukhanya kwe-centric yabantu (HCL).

Uphando lwamva nje lwe-TrendForce lubonisa ukuba imakethi yokukhanyisa ye-LED yelizwe jikelele yajikeleza nge-49% ngo-2020 kunye nobukhulu bemakethi bebetha i-USD 1.3 yebhiliyoni.Ubungakanani bemakethi kulindeleke ukuba bube phezulu kwi- $ 4.7 yeebhiliyoni ngo-2025 nge-CAGR ye-30% phakathi kuka-2020 no-2025. Zimbini izinto ekulindeleke ukuba ziqhube ukukhula okungaka:

1. Ngenxa yenkuthazo yomgaqo-nkqubo, ukukhanya kwe-horticultural ye-LED eNyakatho Melika kuye kwanda kwiimarike zokuzonwabisa kunye nezonyango ze-cannabis.

2. Ukonyuka kokuphindaphindeka kwezehlo zemozulu ezimandundu kunye nobhubhane we-COVID-19 uqaqambise ukubaluleka kokhuseleko lokutya kubathengi kunye nokufakwa kwasekhaya kwamakhonkco okubonelela ngemveliso, ethi ke ikhuthaze imfuno yabalimi bokutya yokulima izityalo ezifana nemifuno enamagqabi, amaqunube, kunye nemifuno. iitumato.

Umfanekiso.Ipesenti yemfuno yokukhanya kwezityalo eMelika, EMEA, kunye ne-APAC 2021-2023

Ehlabathini lonke, iMelika kunye ne-EMEA ziya kuba ziimarike eziphezulu zokukhanya kwe-horticultural;le mimandla mibini iya kudibanisa ukuya kuthi ga kwi-81% yemfuno yehlabathi ngo-2021.

EMelika: Ngexesha lo bhubhani, ukwenziwa ngokusemthethweni kwentsangu kuye kwakhawuleziswa kuMntla Melika, ngaloo ndlela konyusa imfuno yeemveliso zokukhanyisa kwezityalo.Kwiminyaka ezayo, iimarike zokukhanyisa izitiya eMelika kulindeleke ukuba zande ngokukhawuleza.

I-EMEA: Amazwe aseYurophu aquka iNetherlands kunye ne-UK azama ukukhuthaza ukwakhiwa kweefektri zezityalo kunye nenkxaso-mali efanelekileyo, nto leyo eye yakhuthaza iinkampani zezolimo ukuba ziseke iifektri zezityalo eYurophu, okukhokelela ekwandeni kwemfuno yokukhanya kwezityalo.Ukongeza, amazwe kuMbindi Mpuma (oqhele ukumelwa yi-Israel neTurkey) kunye ne-Afrika (uMzantsi Afrika ngowona umelweyo)—apho utshintsho lwemozulu luya lusiba mandundu-anyusa utyalo-mali kumaziko ezolimo ukunyusa umgangatho wemveliso yezolimo yasekhaya.

I-APAC: Ukuphendula ubhubhane we-COVID-19 kunye nokwanda kwemfuno yokutya kwasekhaya, iifektri zezityalo eJapan ziphinde zafumana ingqalelo eluntwini kwaye zigxile ekukhuliseni imifuno enamagqabi, amaqunube, iidiliya kunye nezinye izivuno zexabiso eliphezulu.Iifektri zezityalo e-China naseMzantsi Korea zijike zakhulisa amayeza axabisekileyo aseTshayina kunye neginseng ukuphucula ixabiso lemveliso.

Ukuze boyise ukudodobala kwezoqoqosho, oorhulumente ehlabathini lonke baye bawandisa amaphulo okwakha iziseko ezingundoqo, kuquka ezo zikuMntla Merika naseTshayina.Ngokukodwa, ulwakhiwo lweendlela lolona lutyalwe kakhulu.Ngaphaya koko, amazinga okungena kwezibane zasesitalatweni anyukile ngokunjalo nokunyuka kwamaxabiso.Ngokufanelekileyo, i-TrendForce iqikelela ukuba imakethi yesitrato esilumkileyo iya kwanda nge-18% ngo-2021 nge-2020-2025 CAGR ye-14.7%, engaphezulu komndilili wentengiso yokukhanyisa ngokubanzi.

Okokugqibela, ngaphandle kokungaqiniseki malunga neziphumo zoqoqosho lwehlabathi jikelele ze-COVID-19, uninzi lwabavelisi bokukhanyisa bakwazile ukwenza amava okukhanya anempilo, akrelekrele, kunye aluncedo ngakumbi esebenzisa izisombululo zobungcali ezidibanisa iimveliso zokukhanyisa kunye neenkqubo zedijithali.Ezi nkampani ke ngoko zibone ukukhula okuthe chu kwingeniso yazo.Ingeniso kwiinkampani zokukhanyisa kulindeleke ukuba inyuke nge-5% -10% ngo-2021.