2026: Ko te tau tuatahi o te whakaputanga papatipu mō ngā whakaaturanga waka mārama, ā, kua whakatinanahia mana te otinga taunekeneke karāhe katoa.
I roto i tētahi uiui tata nei ki a China Electronics News, i mārama te kī a Cui Dongshu, te hēkeretari-tuara o te National Passenger Vehicle Market Information Association: "Kei te whanake haere te whakaaturanga i roto i te motuka ki ngā mata whakauru nui rawa atu, ngā mata rangi panoramic, AR-HUD, me ngā mata ngāwari me ngā mata āhua koretake. E arotahi ana ki te whakarato i ngā whakaaturanga he tino teitei te taumira, he iti te mārama kikorangi, me te urutau nui ki te taiao waka. I taua wā anō, kei te whakapai ake ki te taunekeneke iti me te hononga AI waka-mīhini." Nā ēnei kōrero i whakatakoto te reo mō te mahere hangarau o te umanga whakaaturanga i roto i te motuka i te tau 2026.
Ina tirohia te Whakaaturanga Motuka o Beijing i tēnei tau, kua huri ngā tuanui rā, ngā matapihi taha, me te karaihe whakawehe o muri o ngā motuka hei mata pa whakamāramatanga teitei; kua piri ngā pere whakatere ki te mata o te rori i te matapihi o mua; ā, ka whakarite aunoa te rama tuanui i tōna kanapa i runga i te kaha o te rā - ehara tēnei i te āhuatanga kanapa o tētahi motuka ariā, engari he otinga kua rite mō te hanga kua tohaina ki ngā OEM maha, ā, kua tata te tuku i roto i te rahinga nui. Ka kite tātou kei te haere te whakaaturanga i roto i te motuka ki tana huringa tuatoru.
Te panonitanga o te arorau whakataetae: Mai i te whakataetae i runga i te rahi ki te whakataetae i runga i te āhua
I roto i ngā tau e rima kua pahure ake nei, e rua ngā wāhanga tere o te whanaketanga o ngā whakaaturanga waka: mai i te mata whakahaere matua ki te mata-rua, kātahi ki te mata-toru whakauru. I mua ko te whakataetae rahi te mea nui rawa atu mō ngā kaihanga motuka. Heoi, i te wā i noho ai ngā mata 15.6-inihi, 17-inihi rānei hei paerewa mō ngā waka o te akomanga 200,000 yuan, kei te heke haere ngā painga iti o te "whakanui ake".
E whakapono ana a Cui Dongshu kua tino rerekē te arorau whakataetae o ngā whakaaturanga i roto i te motuka. Ko ngā ara e whā o Whakaaturanga Mārama, ko te AR-HUD, te reti ngāwari, me te taunekeneke mata-maha AI kei te whakakapi i te whakataetae rahi, ā, kua noho hei tihi hangarau hou. I muri i tēnei, kei te whanake hohonu te kokopiti atamai mai i te matapihi mōhiohio ki te pokapū taunekeneke e hangai ana ki ngā tirohanga - ehara te whakaaturanga i te whakaaturanga noa; he atanga taunekeneke kua whakauruhia ki te taiao waka me ngā horopaki kaiwhakamahi.
E toru ngā ara hangarau e whakarewahia ana i te wā kotahi: E tata ana te taunekeneke mārama ki te aroaro o te whakaputanga papatipu
1Ara Tuatahi: Rama Whakaata Hikohiko - Mai i te Karāhe Whakaitihia ki te Taiao Rama Atamai
Nā te whanaketanga hou a BOE i roto i te ao hangarau hiko-irahiko kua taea ai e te matapihi tuanui te whanake mai i te "tuku noa i te mārama kia haere" ki te "kaha ki te whakaaro". Ko tana ārai matapihi matapihi whakapouri atamai e whakamahi ana i te hangarau hiko-irahiko PDLC, e taea ai te whakarerekē tonu i te tuku mārama mai i te 10% ki te 80%, me te wā urupare iti iho i te 0.5 hēkona. Kua whakauruhia ki runga i ngā tauira pēnei i te Ideal L9, ā, kua hangaia nuitia mō te whakamahi waka.
Ko te mea nui rawa atu ko te whakaurunga o ngā āheinga AI. Ka taea e tēnei pūnaha te whakarite aunoa i te whakawhiti mārama i runga i te kaha o te mārama o waho me te aratau tirohanga o roto (pakihi, wā whakangahau, whakangahau, okiokinga), me te whakapai ake i te atarangi kore mahi ki te whakahaere taiao mārama hohe. I te werawera o te rā, ka mimiti aunoa hei whakamahana, ā, i te pō, ka mārama mā te pēhi i te pātene hei tirotiro whetu - ehara te karāhe i te arai ā-tinana pumau, engari he atanga atamai me ngā āheinga tirohanga me te whakatau.
2Ara 2: Micro LED e hangai ana ki te karāhe - Te Otinga Tino Pai mō ngā Whakaaturanga Mārama
Mena ka aro te matapihi tuanui hiko-kromā ki te take o te māramatanga, kāti Arataki Moroiti e whakatau ana i te raruraru o te whakaaturanga.
Mena ka aro te matapihi hiko-kōwhai ki te take o te māramatanga, ka aro te Micro LED ki te raruraru o te whakaaturanga. Ko te mata whakauru Micro LED Tianxuan panoramic 49.6-inihi i hangaia ki te karāhe i tukuna e Tianma Microelectronics i te Whakaaturanga Motuka o Beijing 2026, kāore e kore ko te hua whakaaturanga tino motuhake i tēnei whakaaturanga motuka. Ko tēnei mata piko whānui-āhua-C, e 1.25 mita te roa, e whakamahi ana i te hangarau whakaaturanga tika Micro LED i hangaia ki te karāhe, me te whakawhiti neke atu i te 60% me te kanapa teitei neke atu i te 5000 nits. Ka kitea tonu ahakoa i roto i ngā āhuatanga mārama kaha. Ko te mea nui ake ko te whakauru i ngā mahi o te papa taputapu, te waeine whakahaere matua, te whakaaturanga nohoanga pāhihi, me te whakaata tirohanga whakamuri, ka tutuki ai te whakaurunga katoa o te whakaaturanga tirohanga me te mōhiohio o te kāpini.
Ko te take e kiia ai te Micro LED hei otinga tino pai mō ngā whakaaturanga mārama kei roto i ōna painga matua e toru: te kanapa teitei (he nui ake i te OLED), te mārama teitei (he neke atu i te 60% te kaha whakawhiti o te papa karaihe, ko te OArahina Mārama Ko te tikanga, he iti iho i te 40% te kaha whakawhiti o ngā whakaaturanga, ā, he tino pono hoki (he rauemi kore-waro, kāore he mōrearea tahunga, ā, he roa ake te ora i ngā otinga waro).
Mō te whakatakotoranga o te raina whakaputa, i whakangaohia e Tianma te 1.1 piriona yuan i te tau 2022 hei tīmata i te hanganga o te raina whakaputa whakawhiti nui-aunoa tuatahi o te whenua, te whakatupuranga G3.5. I te mutunga o te tau 2024, kua oti te tukanga whakaputa katoa, ā, i te tau 2025, ka tīmata te hanga i ngā papa whakaatu paerewa iti-papa. I te tau 2026, i whakaurua anō e Tianma te raina whakatupuranga 8.6 (TM19) mō ngā whakaaturanga e mau ana ki ngā waka me te raina whakaputa waeine whakaaturanga hou (TM20). E whakaarohia ana hoki e te raina whakaputa Xiamen Micro LED ngā whakaaturanga e mau ana ki ngā waka hei huarahi tono nui.
I tēnei wā, kua tutuki i a Zhaochi Semiconductor te whakaputanga arumoni o ngā maramara Micro LED motuka. E matapaetia ana ka oti i ngā kōwae tuarua o te raupapa Sizen® mai i Sitan Technology te tiwhikete taumata-waka i te tau 2026-2027. Ko te whanaketanga tahi o te ahumahi ki runga me raro kei te pana i te Micro LED mai i ngā tauira taiwhanga ki te whakaputanga papatipu mō ngā tono motuka.
3Ara 3: Whakaaturanga Mārama o te Photon - Ka Huri te Karāhe o te Waka Katoa hei Mata
Ko te "Otinga Whakaaturanga Taunekeneke Mārama mō ngā Waka Katoa" i whakarewahia puta noa i te ao e Photon Crystal Technology i te Whakaaturanga Motuka o Beijing 2026 kua kawe i te whakamahinga o te whakaaturanga mārama mai i te putanga kotahi ki te whakaurunga pūnaha. I runga i te hangarau whakaaturanga mārama photon nanoAR™ i whakawhanakehia motuhaketia, ka whakakotahihia e tēnei otinga te "mata whakaatu mārama i runga i te tuanui rā + mata pā mārama mō ngā wehewehenga + mata pā mārama i runga i ngā matapihi taha" ki roto i te kotahi, ka eke ki te whakawhiti teitei neke atu i te 85%, ā, ka taea te whakaatu mārama i ngā whakaahua ahakoa i roto i te mārama kaha. Kua paahitia e ia ngā tiwhikete taumata-auto me te IATF16949, ā, kua whakawhiwhia ki ngā kirimana 定点 e ētahi kaihanga waka hiko hou.
Ko te tikanga tēnei, ā tērā wā, ka taea e ngā pāhihi i ngā nohoanga o muri o ngā waka papai te mātaki kiriata mā te matapihi o te tuanui, te tirotiro i ngā mōhiohio i te matapihi taha, me te whakahaere i ngā taunekeneke pā-pā i runga i te mata wehewehe - kāore te karāhe e waiho hei karāhe noa iho; ka noho hei atanga taunekeneke atamai, hei pokapū whakangahau pūkoro, hei tomokanga ki ngā haerenga ā muri ake nei. Kua mahi tahi kē te hangarau karaihe photon me ētahi kaihanga waka rongonui, ā, ka uru ngā hua e pā ana ki te wāhanga whakarite hanga papatipu i muri tonu i tā rātou whakaaturanga tuatahi ki tēnei whakaaturanga waka.
2026: He aha i kiia ai ko te tau tēnei o te hanga papatipu?
E kī ana ngā tohunga o roto i te umanga, ko te tau 2026 te tau tuatahi mō te whakamahinga mahi o ngā whakaaturanga waka mārama. I tēnei wā, ko ngā āhuatanga kua tutuki i te hanga papatipu tūturu ko ngā tuanui panoramic me ngā ārai o muri. Kei te whanaketanga tonu ngā whakaaturanga mārama i ngā matapihi taha me te matapihi o mua.
Kei muri i tēnei whakatau ko te pānga toru o te pakari hangarau, te pihi utu me te tono mākete:
I te taha hangarau, kua neke atu i te 90% te tere hua o te whakawhiti nui o te Micro LED, kua eke te tere urupare o ngā kiriata electrochromic ki te taumata mirihekona, ā, kua eke te whakawhiti me te kanapa o ngā whakaaturanga photon-transparent ki te paepae arumoni.
Mō te utu, kua whānuitia te whakamahi i te otinga rama whakamārama Mini LED i roto i ngā waka taumata-200,000, hei tohutoro mō te ara whakaiti utu o te Micro LED. E ai ki ngā matapae a te umanga, ka eke te reiti whakamahi whānui o te Mini LED motuka i mua i te tāutanga ki Haina ki te 21%-23% i te tau 2026. Whai muri i te hekenga o te utu i te tau 2027, ka kite ngā tauira matua taumata-150,000 i te paerewa nui o tēnei āhuatanga.
Mō te tono, kāore e taea te hoki whakamuri i te ia o te hoahoa maha-mata, whakamāramatanga teitei me te hoahoa e hangai ana ki ngā āhuatanga i roto i ngā kāpata atamai. E ai ki te matapae a Omdia, ka neke atu i te 240 miriona waeine te tukunga o ngā mata whakaaturanga waka puta noa i te ao i te tau 2026, ā, ka piki ake te tere urunga o ngā hangarau whakaaturanga teitei mai i te 18% i te tau 2023 ki te neke atu i te 35%.
Te ara whakapūmau i te tau 2027
Mai i te tirohanga o te auau o te ahumahi, mai i te haurua tuarua o te tau 2026 ki te 2027, ka kite tātou i ngā au e whai ake nei:
Ko te tuanui rā hiko-whero te tuatahi ka whakamahia whānuitia mō ngā waka hiko hou o te taumata waenga ki te taumata teitei, neke atu i te 250,000 yuan te utu, ā, ko te whakahaere taiao mārama AI ka waiho hei tino rerekētanga mō te kāpini.
Ka whakatinanahia ngā whakaaturanga mārama Micro LED i roto i ngā putanga iti kua tāutahia mō ngā waka papai e utu ana i runga ake i te 300,000 yuan. Ka whakamahia te nuinga mō ngā whakaaturanga mārama i roto i te papa taputapu me ngā ārai whakangahau o muri. I muri i te tau 2028, e matapaetia ana ka uru atu ki tētahi awhe utu whānui ake.
Ka tīmata te pūnaha taunekeneke mārama katoa o te waka ki ngā MPV papai me ngā sedan matua, ā, ka horapa haere ki ngā SUV me ngā tauira whakawhiti. Ko te karāhe hei mata ka noho hei reo hoahoa paerewa mō te kāpini atamai.
Ko ngā ara hangarau e whā i matapaetia e Cui Dongshu - ngā mata whakaatu nui rawa atu, ngā mata rangi whānui, AR-HUD, me ngā mata ngāwari me te āhua koretake - kāore i te whanake takitahi engari kei te whakauru atu ki roto i tētahi pūnaha whakaaturanga kotahi e kapi ana i ngā mea katoa. Ina tukuna e AR-HUD ngā mōhiohio ki te matapihi o mua, ina whakakapia ngā mata whakahaere matua tuku iho e ngā ine mārama, ā, ina noho ngā matapihi taha hei atanga taunekeneke mō ngā pāhihi o muri, kei te neke ngā whakaaturanga waka mai i te arotautanga ā-rohe ki te whirihoranga ā-ao.
I te tau 2026, ehara i te mea ko te tukunga noa iho o ētahi hua hou ka kitea e tātou, engari ko te tīmatanga o tētahi wā: Kua wetekina te karaihe waka i ōna herenga ā-tinana mārama engari kāore he kare ā-roto, ā, kua noho hei hononga ora ki te pāmahana, te mātauranga me te taunekeneke. Mai i ngā mata i roto i te waka ki te karaihe tonu hei mata, kua tīmata kē te tuatoru o ngā huringa i roto i te whakaaturanga waka.
