Ngo-2021, imboni ye-LED yaseChina iphinde yaqina ngaphansi kwethonya lomphumela wokudlulisa we-COVID, futhi ukuthunyelwa kwemikhiqizo ye-LED kwamanye amazwe kwafinyelela irekhodi eliphezulu.Ngokombono wezixhumanisi zemboni, imali engenayo yemishini ye-LED nezinto zokwakha inyuke kakhulu, kodwa inzuzo ye-LED chip substrate, ukupakishwa, kanye nokusetshenziswa iye yaba mncane, futhi isabhekene nengcindezi enkulu yokuncintisana.

Uma sibheke ngabomvu ku-2022, kulindeleke ukuthi imboni ye-LED yaseChina iqhubeke nokugcina ukukhula okunesivinini esiphindwe kabili ngaphansi kwethonya lomphumela wokushintsha, futhi izindawo ezishisayo zizoshintshela kuzinhlelo zokusebenza ezivelayo ezifana nokukhanyisa okuhlakaniphile, iphimbo elincane. imibukiso, kanye nokukhishwa kwe-ultraviolet okujulile.

Ukwahlulela Okuyisisekelo Kwesimo ngo-2022

01 Umphumela wokushintsha esikhundleni uyaqhubeka, futhi isidingo sokukhiqiza eChina sinamandla.

Ithintwe umzuliswano omusha we-COVID, imboni ye-LED yomhlaba wonke ifuna ukubuyiswa ngo-2021 izoletha ukukhula kabusha.Umphumela wokushintsha nokudluliselwa kwemboni ye-LED yezwe lami uyaqhubeka, futhi ukuthunyelwa kwamanye amazwe engxenyeni yokuqala yonyaka kufinyelele irekhodi eliphezulu.

Ngakolunye uhlangothi, amazwe anjenge-Europe ne-United States aqale kabusha umnotho wawo ngaphansi kwezinqubomgomo zezimali ezilula, futhi isidingo sokungenisa imikhiqizo ye-LED saphinde sakhuphuka kakhulu.Ngokusho kwedatha evela ku-China Lighting Association, engxenyeni yokuqala ka-2021, ukuthunyelwa komkhiqizo okhanyayo we-LED waseChina kufinyelele ku-20.988 wamadola aseMelika, okuwukunyuka ngo-50.83% unyaka nonyaka, okubeka irekhodi elisha lomlando lokuthekelisa ngesikhathi esifanayo.Phakathi kwazo, ukuthunyelwa kwempahla e-Europe kanye nase-United States kubalele ku-61.2%, okuwukunyuka ngo-11.9% unyaka nonyaka.

Ngakolunye uhlangothi, izifo ezinkulu zenzekile emazweni amaningi ase-Asia ngaphandle kwaseChina, futhi isidingo semakethe sesihlehlile sisuka ekukhuleni okuqinile ngo-2020 saya ekuncipheni kancane.Ngokombono wesabelo semakethe yomhlaba wonke, iSoutheast Asia yehle isuka ku-11.7% engxenyeni yokuqala ka-2020 yaya ku-9.7% engxenyeni yokuqala ka-2021, iWest Asia yehla isuka ku-9.1% yaya ku-7.7%, kwathi i-East Asia yehla isuka ku-8.9% yaya ku-6.0 %.Njengoba lolu bhubhane seluhlasele kakhulu imboni yokukhiqiza i-LED eNingizimu-mpumalanga ye-Asia, amazwe aphoqeleke ukuthi avale amapaki ezimboni amaningi, okuye kwakhinyabeza kakhulu ukuthengwa kwempahla, futhi umphumela wokushintsha nokudluliselwa kwemboni ye-LED yezwe lami uqhubekile.

Engxenyeni yokuqala ka-2021, imboni ye-LED yaseChina yenza ngempumelelo igebe lokuhlinzekwa kwempahla elibangelwe ubhubhane lomhlaba wonke, iphinde igqamise izinzuzo zezikhungo zokukhiqiza kanye nezindawo zokuhlinzeka ngempahla.

Sibheke ngabomvu ku-2022, imboni ye-LED yomhlaba wonke kulindeleke ukuthi iqhubeke nokwandisa isidingo semakethe ngaphansi kwethonya "lomnotho wasekhaya", futhi imboni ye-LED yaseChina inethemba lokuthuthuka kokuhlomula emthelela wokudlulisela esikhundleni.

Ngakolunye uhlangothi, ngaphansi kwethonya lobhubhane lomhlaba wonke, inani lezakhamuzi eziphumayo liyancipha, futhi isidingo semakethe sokukhanyisa kwasendlini, isibonisi se-LED, njll. siyaqhubeka sikhula, sifaka amandla amasha embonini ye-LED.

Ngakolunye uhlangothi, izifunda zase-Asia ngaphandle kwaseChina ziphoqeleka ukuthi ziyeke ukumisa igciwane futhi zamukele inqubomgomo yokuphilisana kwegciwane ngenxa yokutheleleka okukhulu, okungaholela ekuphindaphindeni nasekubhebhethekeni kwalolu bhubhane, kanye nokungaqiniseki okukhulu ngokuqala kabusha komsebenzi nokukhiqiza. .

Ithangi lokucabanga le-CCID libikezela ukuthi umphumela wokudlulisela esikhundleni somkhakha we-LED waseChina uzoqhubeka ngo-2022, futhi ukukhiqizwa kwe-LED kanye nesidingo sokuthumela ngaphandle sizohlala siqinile.

02 Inzuzo yokukhiqiza iyaqhubeka nokwehla, futhi ukuncintisana kwezimboni sekushube kakhulu.

Ngo-2021, umkhawulo wenzuzo wokupakishwa kwe-LED yaseChina kanye nezicelo zizoncipha, futhi ukuncintisana kwezimboni kuzoshuba kakhulu;amandla okukhiqiza okukhiqizwa kwe-chip substrate, okokusebenza, nezinto zokwakha kuzokhula kakhulu, futhi inzuzo kulindeleke ukuthi ibe ngcono.

Ku-chip ye-LED nesixhumanisi se-substrate,imali engenayo yezinkampani ezisohlwini eziyisishiyagalombili zasekhaya kulindeleke ukuthi ifinyelele kuma-yuan ayizigidi eziyizinkulungwane eziyi-16.84 ngo-2021, okuwukukhula konyaka nonyaka ngama-43.2%.Yize inzuzo emaphakathi yezinkampani ezithile ezihamba phambili yehle yafinyelela ku-0.96% ngo-2020, ngenxa yokusebenza kahle okuthuthukisiwe kokukhiqiza ngezinga elikhulu, kulindeleke ukuthi inzuzo yonke yezinkampani ze-LED chip ne-substrate inyuke ngezinga elithile ngo-2021. I-Sanan Optoelectronics i-LED yebhizinisi lenzuzo eyinzuzo kulindeleke ukuthi ibe yinto enhle.

Enqubweni yokupakisha ye-LED,imali engenayo yezinkampani zasekhaya ezisohlwini eziyi-10 kulindeleke ukuthi ifinyelele kuma-yuan ayizigidi eziyizinkulungwane ezingama-38.64 ngo-2021, okuwukunyuka ngo-11.0% unyaka nonyaka.I-gross profit margin of LED packaging ngo-2021 kulindeleke ukuthi iqhubeke nokuthambekela kokwehla okupheleleyo ngo-2020. Kodwa-ke, ngenxa yokukhula okusheshayo komkhiqizo, kulindeleke ukuthi inzuzo yonke yezinkampani ezifaka ama-LED zasekhaya ngo-2021 izokhombisa ukwenyuka kancane cishe u-5%.

Engxenyeni yohlelo lokusebenza lwe-LED,imali engenayo yezinkampani zasekhaya ezisohlwini ezingama-43 (ikakhulukazi izibani ze-LED) kulindeleke ukuthi ifinyelele kuma-yuan ayizigidi eziyizinkulungwane ezingama-97.12 ngo-2021, okuwukukhula ngo-18.5% unyaka nonyaka;Eziyi-10 zazo zinenzuzo engalungile ngo-2020. Njengoba ukukhula kwebhizinisi lokukhanyisa kwe-LED kungenakukwazi ukuvala ukukhuphuka kwezindleko, izinhlelo zokusebenza ze-LED (ikakhulukazi izinhlelo zokukhanyisa) zizoncipha kakhulu ngo-2021, futhi inani elikhulu lezinkampani zizophoqeleka ukunciphisa noma ukuguqula. amabhizinisi endabuko.

Emkhakheni wezinto ze-LED,imali engenayo yezinkampani ezinhlanu ezisohlwini lwasekhaya kulindeleke ukuthi ifinyelele kuma-yuan ayizigidi eziyizinkulungwane ezingama-4.91 ngo-2021, okuwukukhula konyaka nonyaka ngama-46.7%.Esigabeni semishini ye-LED, imali engenayo yezinkampani eziyisithupha ezisohlwini lwasekhaya kulindeleke ukuthi ifinyelele kuma-yuan ayizigidi eziyizinkulungwane eziyi-19.63 ngo-2021, okuwukukhula konyaka nonyaka ngama-38.7%.

Sibheke phambili ku-2022, ukukhuphuka okuqinile kwezindleko zokukhiqiza kuzocindezela indawo yokuhlala yezinkampani eziningi zokupakisha ze-LED nezicelo e-China, futhi kunomkhuba ocacile wokuthi ezinye izinkampani ezihamba phambili zivale bese zibuyela emuva.Kodwa-ke, ngenxa yokwanda kwesidingo semakethe, imishini ye-LED kanye nezinkampani zezinto ezibonakalayo ziye zazuza kakhulu, futhi isimo sezinkampani ze-LED chip substrate sihlala singashintshile.

Ngokwezibalo ze-CCID think tank, ngo-2021, imali engenayo yezinkampani ezisohlwini lwe-LED e-China izofinyelela ku-177.132 billion yuan, ukwanda kwe-21.3% unyaka nonyaka;kulindeleke ukuthi kugcinwe ukukhula kwesivinini esikhulu esinamadijithi amabili ngo-2022, nenani eliphelele lokukhiphayo lama-yuan ayizigidi eziyizinkulungwane ezingama-214.84.

03 Ukutshalwa kwezimali ezicelweni ezisafufusa sekukhulile, futhi umdlandla wokutshala izimali ezimbonini uyakhula.

Ngo-2021, izindawo eziningi ezisafufusa zemboni ye-LED zizongena esigabeni sokukhula ngokushesha kwezimboni, futhi ukusebenza komkhiqizo kuzoqhubeka nokuthuthukiswa.

Phakathi kwazo, ukusebenza kahle kokuguqulwa kwe-photoelectric kwe-UVC LED kudlule i-5.6%, futhi kungene endaweni enkulu yokuvala inzalo yomoya, ukuvala inzalo yamanzi ashukumisayo, nezimakethe eziyinkimbinkimbi zokuvala inzalo;

Ngokuthuthukiswa kobuchwepheshe obuthuthukisiwe njengamalambu ahlakaniphile, amalambu angemuva, izibonisi zezimoto ze-HDR, nezibani ezizungezile, izinga lokungena kwama-LED ezimoto liyaqhubeka nokukhuphuka, futhi ukukhula kwemakethe yezimoto ye-LED kulindeleke ukuthi kudlule u-10% ngo-2021;

Ukwenziwa ngokusemthethweni kokutshalwa kwezitshalo zezomnotho ezikhethekile eNyakatho Melika kukhuthaza ukuthandwa kokukhanya kwezitshalo ze-LED.Imakethe ilindele ukuthi izinga lokukhula lonyaka lemakethe yokukhanyisa izitshalo ze-LED lizofinyelela ku-30% ngo-2021.

Njengamanje, ubuchwepheshe bokuboniswa kwe-LED obuncane be-pitch buye baqashelwa abakhiqizi bemishini abajwayelekile futhi sebungene esiteshini sokuthuthukisa ukukhiqizwa kwenqwaba esheshayo.Ngakolunye uhlangothi, i-Apple, i-Samsung, i-Huawei kanye nabanye abakhiqizi bemishini ephelele baye bandisa imigqa yomkhiqizo we-Mini LED backlight, futhi abakhiqizi be-TV abanjengo-TCL, i-LG, i-Konka nabanye baye bakhulula ngokujulile ama-TV we-Mini LED backlight TV.

Ngakolunye uhlangothi, amaphaneli e-Mini LED asebenza ngokukhanya asebenzayo nawo angenile esigabeni sokukhiqiza ngobuningi.NgoMeyi 2021, i-BOE yamemezela ukukhiqizwa ngobuningi kwesizukulwane esisha samaphaneli e-Mini LED asebenzayo anokukhanya okuphezulu kakhulu, umehluko, i-gamut yombala, nokuhlanganisa okungenamthungo.

Sibheke phambili ku-2022, ngenxa yokwehla kwenzuzo yezinhlelo zokusebenza zokukhanyisa kwendabuko ye-LED, kulindeleke ukuthi izinkampani eziningi zizophendukela ekuboniseni kwe-LED, ama-LED ezimoto, ama-ultraviolet LED nezinye izinhlelo zokusebenza.

Ngo-2022, ukutshalwa kwezimali okusha embonini ye-LED kulindeleke ukuthi kugcine isikali samanje, kodwa ngenxa yokwakheka kokuqala kwephethini yokuncintisana endaweni yokubonisa ye-LED, kulindeleke ukuthi ukutshalwa kwezimali okusha kuzokwehla ngezinga elithile.