Masana'antar Ƙaramin/Ƙaramin LED a 2024: Labarin Arziki Masu Bambanci Tsakanin Babban Zuba Jari （1)
A shekarar 2024, Ƙaramin LED/Micro LEDBangaren aikace-aikace ya shaida jarin kusan yuan biliyan 100, wanda hakan ya nuna wani muhimmin ci gaba a tafiyarsa ta ci gaba. Duk da haka, masana'antar ta sami kanta a wani yanayi mai wahala, tare da ci gaban fasaha da kirkire-kirkire da ke karuwa a gefe guda, yayin da rashin daidaito tsakanin bukatar kasuwa da wadata ke da yawa a daya bangaren.
Ƙaramin LEDya kasance a kan wani gagarumin ci gaba. A fannin hasken bayaTalabijin, ta fuskanci faɗaɗa sosai. Bayanai daga JD.com a lokacin cinikin Double Eleven na 2024 a China sun nuna cewa yawan cinikin ya kai Ƙaramin LED Talabijin ya yi tashin gwauron zabi fiye da sau 12 a shekara. Wannan fasaha ta zarce OLED TVs don samun matsayi na farko a kasuwar talabijin mai launuka masu kyau dangane da yawan tallace-tallace. A bisa kididdiga, jigilar kayayyaki a duniyaƘananan Talabijin na LEDAna sa ran za su karu da kashi 65% a shekarar 2024, inda za su kai ga samar da kayayyaki miliyan 6.75.
A gaban allon nuni kai tsaye, Ƙaramin LEDya kuma ci gaba da samun ci gaba mai mahimmanci. Godiya ga raguwar farashin tsarin marufi na COB wanda ya fara a shekarar 2023, kason kasuwa a cikin ƙaramin ɓangaren LED mai ƙarfi ya ƙaru. Samfurin P1.5, wanda aka yi amfani da shi don amfani da shi, yana da amfani. Fasahar LED ta COB-Mini, ya bayyana a matsayin wani abu mai matuƙar sayarwa, musamman a kasuwar duniya inda rage farashi ya haifar da wani gagarumin tasiri na faɗaɗa kasuwa, wanda ke kwaikwayon labarin nasarar cikin gida na 2023. Haɗin kai tsakanin albarkatun sama da na ƙasa a cikin sarkar ƙimar Mini LED yana ƙaruwa, wanda hakan ke nuna kyakkyawan raguwar farashi da ci gaba da faɗaɗa kasuwa.
Sabanin haka, Ƙaramin LEDya fuskanci wasu matsaloli. Dakatarwar da Apple ta yi game da haɓaka na'urar ta Micro LED agogon hannu mai nuna kai tsaye ya aika da hayaniya a cikin masana'antar, wanda ya haifar da rashin tabbas a layin samfuran LGD da Osram. Masana'antar Micro LED ta Osram da ke Malaysia kusan dala biliyan 1 na fuskantar barazanar rashin fara samarwa. A cikin gida, ayyuka kamar Sanan OptoelectronicsƘaramin LED/Micro LEDAikin masana'antar guntu a Hubei da kuma aikin bincike da haɓaka guntu na Mini/Micro LED na Jucan Optoelectronics da kuma aikin faɗaɗa masana'antu a Suqian sun ɗage jadawalin samarwa daga 2024 zuwa 2026.
Duk da haka, akwai kuma layin azurfa. BOE da Hisense suna hanzarta ayyukan Micro LED da nunin nasu. Masana'antar wafer na Micro LEDda kuma aikin gwajin tushen marufi ya fara aiki a watan Nuwamba na 2024. A ranar 30 ga Agusta, 2024, aikin tushen semiconductor na Hisense Qianzhao a Jiangxi shi ma ya gudanar da bikin fara aiki. Tare da jimlar jarin yuan biliyan 1, sansanin ya gabatar da saitin MOCVD 60 da kayan aiki masu tallafi, ta amfani da gine-ginen masana'antu da albarkatun ƙasa da ke Nanchang.
Ana iya danganta ci gaban da ya bambanta da matsin lamba daban-daban Ƙaramin LEDFuskantar nau'ikan samfura daban-daban. A cikin ƙananan nunin faifai da matsakaici kamar agogon hannu, tsarin canja wurin taro mai matuƙar wahala ya kawo cikas ga shigarsa kasuwa. Akasin haka, a cikin babban kasuwar nunin kai tsaye, fasahar MIP ta buɗe ƙofofin zuwa ga saurin girma. Bugu da ƙari, amfani da albarkatun sama ya bambanta tsakanin kamfanoni. Ga yanayin halittu masu tasowa kamar BOE da Hisense, ƙarfin samar da guntu bai isa ba, yayin da ga 'yan wasa masu tasowa kamar Sanan, haɓaka ƙarfin zuwa matakan Micro LED ya riga ya haifar da babban haɓaka ƙarfin samarwa bisa pixel, don haka rage gaggawar gina sabbin layukan samarwa.
Gabaɗaya, Ƙaramin LED/Micro LEDMasana'antu a shekarar 2024 suna gabatar da hoton "matsalolin rayuwa masu tsauri," tare da samfuran da suka tsufa sosai, kusan sun girma, kuma sun tsaya cak na ɗan lokaci suna fafatawa don sararin samaniya. Wannan yanayin mai rikitarwa ya ƙara wa masana'antar kwarin gwiwa don samun ƙwarewa ta musamman don kai hari ga kasuwannin da ke da rarrabuwar kawuna.
