Kev Lag Luam Mini/Micro LED hauv xyoo 2024: Ib Zaj Dab Neeg Txog Kev Sib Txawv Ntawm Cov Nyiaj Txiag Loj Hlob (1)
Xyoo 2024, lub Mini/Micro LEDKev lag luam daim ntawv thov tau pom tias muaj kev nqis peev ze li ntawm 100 billion yuan, uas yog ib qho tseem ceeb hauv nws txoj kev loj hlob. Txawm li cas los xij, kev lag luam pom nws tus kheej nyob rau lub sijhawm nyuaj heev, nrog rau kev nce qib ntawm thev naus laus zis thiab kev tsim kho tshiab ntawm ib sab tes, thaum qhov tsis sib xws ntawm kev thov thiab kev muab khoom ntawm kev ua lag luam loj heev ntawm qhov tod tes.
Mini LEDtau nyob rau ntawm txoj kev loj hlob zoo kawg nkaus. Hauv lub ntiaj teb ntawm lub teeb pom kev tom qabCov TVs, nws tau ntsib kev nthuav dav heev. Cov ntaub ntawv los ntawm JD.com thaum lub sijhawm xyoo 2024 Double Eleven kev yuav khoom hauv Suav teb qhia tau tias qhov ntim kev lag luam ntawm Mini Led Cov TVs tau nce siab tshaj 12 npaug txhua xyoo. Cov thev naus laus zis no tam sim no tau dhau OLED TVs los thov qhov chaw saum toj kawg nkaus hauv kev lag luam TV xim siab kawg hauv cov nqe lus ntawm kev muag khoom. Kwv yees li kev kwv yees, kev xa khoom thoob ntiaj teb ntawmCov TV LED me melawv xav tias yuav nce ntxiv 65% hauv xyoo 2024, mus txog 6.75 lab units.
Nyob rau ntawm qhov tso saib ncaj qha, Mini LEDkuj tau ua tiav ntau yam. Ua tsaug rau qhov kev txiav nqi ntawm cov qauv hauv COB ntim khoom uas pib xyoo 2023, nws cov feem ntawm kev ua lag luam hauv qhov me me LED tau nce siab. Cov khoom P1.5, siv zog COB-Mini LED thev naus laus zis, tau tshwm sim los ua ib yam khoom muag kub, tshwj xeeb tshaj yog nyob rau hauv kev lag luam thoob ntiaj teb qhov twg kev txo nqi tau txhais ua qhov cuam tshuam loj heev rau kev nthuav dav ntawm kev lag luam, uas zoo ib yam li zaj dab neeg ua tiav hauv tebchaws xyoo 2023. Kev sib koom tes ntawm cov peev txheej sab saud thiab sab hauv qab hauv Mini LED tus nqi saw tau nce ntxiv, uas yog qhov zoo rau kev txo nqi ntxiv thiab kev nthuav dav ntawm kev lag luam.
Qhov sib txawv kiag li, Micro LEDtau ntsib qee qhov teeb meem. Apple ncua kev tsim kho nws Micro LED Lub smartwatch uas tso saib ncaj qha tau xa cov ripples thoob plaws hauv kev lag luam, ua rau muaj kev tsis paub meej hauv cov kab khoom ntawm LGD thiab Osram. Osram lub Hoobkas Micro LED ze li ntawm $ 1 billion hauv Malaysia muaj kev pheej hmoo ntawm kev tsis pib tsim khoom. Hauv tebchaws, cov haujlwm zoo li Sanan Optoelectronics'Mini/Micro LEDqhov project industrialization chip hauv Hubei thiab Jucan Optoelectronics' Mini/Micro LED chip R&D thiab kev nthuav dav kev tsim khoom hauv Suqian tau ncua lawv cov sijhawm tsim khoom los ntawm xyoo 2024 mus rau 2026.
Txawm li cas los xij, kuj muaj cov kab zoo. BOE thiab Hisense tau ua kom lawv cov Micro LED chip thiab cov phiaj xwm tso saib sai dua. BOE Huacan's Kev tsim khoom siv micro LED waferthiab qhov project kuaj ntim khoom tau pib ua haujlwm thaum Lub Kaum Ib Hlis 2024. Thaum Lub Yim Hli 30, 2024, Hisense Qianzhao qhov project semiconductor hauv Jiangxi kuj tau ua kev zoo siab. Nrog rau tag nrho cov peev txheej ntawm 1 billion yuan, lub hauv paus tau qhia txog 60 pawg ntawm MOCVD thiab cov khoom siv txhawb nqa, siv cov tsev Hoobkas uas twb muaj lawm thiab cov peev txheej av hauv Nanchang.
Kev nce qib sib txawv tuaj yeem raug suav hais tias yog vim muaj kev nyuaj siab sib txawv Micro LEDCov ntsej muag thoob plaws ntau pawg khoom sib txawv. Hauv cov zaub me me thiab nruab nrab xws li smartwatches, cov txheej txheem hloov pauv loj heev tau cuam tshuam nws txoj kev nkag mus rau hauv kev lag luam. Ntawm qhov tod tes, hauv kev lag luam loj-tso saib ncaj qha, MIP thev naus laus zis tau qhib qhov rooj rau kev loj hlob sai. Tsis tas li ntawd, kev siv cov peev txheej upstream sib txawv ntawm cov tuam txhab. Rau cov ecosystem kaw-loop tshiab xws li BOE thiab Hisense, lub peev xwm tsim khoom chip tseem tsis txaus, thaum rau cov neeg ua si upstream ntshiab xws li Sanan, lub peev xwm hloov kho mus rau Micro LED theem twb tau ua rau muaj kev txhawb nqa tseem ceeb hauv pixel-raws li lub peev xwm tsim khoom, yog li txo qhov kev kub ntxhov los tsim cov kab ntau lawm tshiab.
Zuag qhia tag nrho, qhov Mini/Micro LEDkev lag luam hauv xyoo 2024 qhia txog daim duab ntawm "kev sib koom ua ke ntawm qhov kawg," nrog rau cov khoom lag luam uas paub tab heev, yuav luag paub tab, thiab cov khoom lag luam uas tsis tau npaj tseg ib ntus uas sib tw rau qhov chaw. Qhov teeb meem nyuaj no tau ua rau kev lag luam xav tau kev txawj ntse los tsom mus rau cov lag luam uas tau faib ua ntu.
