Te Ahumahi LED Iti/Itiiti i te tau 2024: He Kōrero mō ngā Waimarie Rerekē i waenganui i te Pūtea Nui （1）
I te tau 2024, ko te LED Iti/ItiKua kite te rāngai tono i tētahi haumitanga tata ki te 100 piriona yuan, he tohu nui tēnei i roto i tana haerenga whanaketanga. Heoi, kei tētahi wā tino uaua te ahumahi, me te pikinga o ngā whanaketanga hangarau me ngā auahatanga i tētahi taha, ā, kei tētahi taha anō he rerekētanga nui i waenga i te tono me te tuku o te mākete.
Iti LEDkua tino tipu haere. I roto i te ao o rama whakamuringā pouaka whakaata, kua tino whānui haere. Ko ngā raraunga mai i JD.com i te wā o te hokohoko Double Eleven i Haina i te tau 2024 e whakaatu ana i te nui o ngā tauwhitinga o Iti Arataki Neke atu i te 12 ngā wā i piki ake ai ngā pouaka whakaata i ia tau. Kua hipa ake tēnei hangarau i ngā pouaka whakaata OLED kia riro ai i a ia te tūranga tuatahi i te mākete pouaka whakaata tae teitei mō te nui o ngā hoko. E ai ki te whakatau tata, ko ngā tukunga o te ao oNgā Pouaka Whakaata LED Itie matapaetia ana ka piki ake mā te 65% i te tau 2024, ka eke ki te 6.75 miriona waeine whakamiharo.
I te taha o mua o te whakaaturanga, Iti LEDkua tino angitu hoki. Nā te whakahekenga utu hanganga i roto i te takai COB i tīmata i te tau 2023, kua piki haere tōna wāhi mākete i roto i te wāhanga LED iti-pitch. Ko te hua P1.5, e whakamahi ana i Hangarau COB-Mini LED, kua puta ake hei taonga hokohoko nui, inā koa i te mākete o te ao, i reira kua puta te whakahekenga utu hei hua nui o te whakawhānui mākete, e whakaata ana i te angitu ā-rohe o te tau 2023. Kei te kaha haere te mahi tahi i waenga i ngā rauemi whakarunga me ngā rauemi whakararo i roto i te mekameka uara Mini LED, he tohu pai tēnei mō te whakahekenga utu me te whakawhānui tonu i te mākete.
He rerekē rawa atu, Moroiti LEDkua pāngia e ētahi arai. Ko te whakamutua e Apple te whakawhanaketanga o tana Arataki Moroiti Kua tukuna e te mataarataki mataara tika he ngaru nui puta noa i te umanga, ka puta he āwangawanga i roto i ngā raina hua a LGD me Osram. Ko te wheketere Micro LED a Osram e tata ana ki te $1 piriona te utu kei te tūpono kāore e tīmata te hanga. I roto i te motu, ko ngā kaupapa pēnei i a Sanan Optoelectronics'LED Iti/ItiKua whakaroahia e te kaupapa ahumahi maramara i Hubei, ā, kua whakaroahia e te kaupapa rangahau me te whakawhanaketanga maramara Mini/Micro LED a Jucan Optoelectronics me te kaupapa whakawhānui hanga i Suqian ā rāua kaupapa whakaputa mai i te tau 2024 ki te tau 2026.
Ahakoa rā, kei reira anō ngā painga. Kei te tere haere a BOE me Hisense i ā rāua kaupapa maramara me te whakaaturanga Micro LED. Ko tā BOE Huacan Te hanga i te anga papatahi LED itime te kaupapa turanga whakamātautau tākai i tīmata i te Whiringa-ā-rangi 2024. I te 30 o Ākuhata, 2024, i tū hoki te hui tīmatanga mō te kaupapa turanga haurua-haurua a Hisense Qianzhao i Jiangxi. Me te haumitanga katoa o te 1 piriona yuan, kua whakauruhia e te turanga he 60 huinga MOCVD me ngā taputapu tautoko, me te whakamahi i ngā whare wheketere me ngā rauemi whenua o nāianei i Nanchang.
Ko te rerekētanga o te ahunga whakamua ka taea te kī ko ngā pēhanga rerekē Moroiti LEDe anga atu ana ki ngā momo hua rerekē. I roto i ngā whakaaturanga iti me te rahi-waenga pērā i ngā mataarataki atamai, kua whakararu te tukanga whakawhiti papatipu tino uaua i tōna urunga ki te mākete. I tua atu, i roto i te mākete whakaaturanga-tika nui, kua whakatuwherahia e te hangarau MIP ngā tatau ki te tipu tere. Hei tāpiri, he rerekē te whakamahinga o ngā rauemi o runga i waenga i ngā umanga. Mō ngā pūnaha rauropi porowhita-kati hou pērā i a BOE me Hisense, kāore i te rawaka te kaha whakaputa maramara, engari mō ngā kaitākaro o runga ake pērā i a Sanan, kua hua ake te kaha kua whakapaitia ki ngā taumata Micro LED ki te pikinga nui o te kaha whakaputa e hangai ana ki te pika, ā, nā reira ka whakaitihia te hiahia ki te hanga raina whakaputa hou.
I te nuinga, ko te LED Iti/ItiKo te ahumahi i te tau 2024 e whakaatu ana i tētahi pikitia o "ngā tino āhuatanga e noho tahi ana," me ngā hua tino pakeke, tata pakeke, me ngā hua kua mutu mō tētahi wā poto e whakataetae ana mō te wāhi. Nā tēnei āhua matatini kua whakanui ake i te hiahia o te ahumahi mō tētahi mōhiotanga rautaki hei arotahi tika ki ngā mākete wehewehe.
