Makampani a Mini/Micro LED mu 2024: Nkhani ya Chuma Chosiyana Pakati pa Ndalama Zambiri （1）
Mu 2024, Kakang'ono/Kakang'ono ka LEDGawo logwiritsa ntchito lawona ndalama zokwana pafupifupi mayuan 100 biliyoni, zomwe zikusonyeza kuti ndi gawo lofunika kwambiri paulendo wake wopita patsogolo. Komabe, makampaniwa akupeza kuti ali pa nthawi yovuta kwambiri, pomwe kupita patsogolo kwaukadaulo ndi zatsopano zikuchulukirachulukira mbali imodzi, pomwe kusagwirizana kwakukulu pakati pa kufunikira kwa msika ndi kupezeka kukuonekera kwambiri mbali inayo.
Kachipangizo kakang'ono ka LEDwakhala akukula modabwitsa. Mu gawo la kuwala kwakumbuyoMa TV, akukula kwambiri. Deta yochokera ku JD.com panthawi yogula zinthu ku Double Eleven mu 2024 ku China ikuwonetsa kuti kuchuluka kwa malonda a Mini LED Ma TV awonjezeka kupitirira nthawi 12 chaka chilichonse. Ukadaulo uwu tsopano waposa ma TV a OLED ndipo watenga malo apamwamba pamsika wa TV yamitundu yapamwamba pankhani ya kuchuluka kwa malonda. Malinga ndi kafukufuku, kutumiza padziko lonse lapansi kwaMa TV ang'onoang'ono a LEDakuyembekezeka kukwera ndi 65% mu 2024, kufika pa mayunitsi 6.75 miliyoni.
Pa chiwonetsero chachindunji kutsogolo, Kachipangizo kakang'ono ka LEDyakhala ikuchita bwino kwambiri. Chifukwa cha kutsika kwa mitengo ya COB komwe kunayamba mu 2023, gawo lake pamsika mu gawo la LED laling'ono lawonjezeka kwambiri. Chogulitsa cha P1.5, chomwe chimagwiritsa ntchito Ukadaulo wa COB-Mini LED, yakhala chinthu chogulitsidwa kwambiri, makamaka pamsika wapadziko lonse lapansi komwe kutsika kwa mitengo kwasintha kukhala zotsatira zodziwika bwino za kukula kwa msika, zomwe zikuwonetsa kupambana kwa dzikolo kwa 2023. Mgwirizano pakati pa zinthu zakumtunda ndi zakumunsi mu unyolo wamtengo wapatali wa Mini LED wakhala ukukulirakulira, zomwe zikusonyeza kuti kuchepetsa ndalama zambiri komanso kukulitsa msika kupitiliza.
Mosiyana kwambiri, Kachipangizo kakang'ono ka LEDyakumana ndi mavuto ena. Apple yaimitsa ntchito yokonza makina ake Kachipangizo ka Micro LED Wotchi yowonera mwachindunji yabweretsa mavuto ambiri m'makampani, zomwe zachititsa kuti pakhale kusatsimikizika m'magulu a LGD ndi Osram. Fakitale ya Osram ya Micro LED yokwana pafupifupi $1 biliyoni ku Malaysia ili pachiwopsezo choti isayambe kupanga. M'dziko muno, mapulojekiti monga a Sanan OptoelectronicsKakang'ono/Kakang'ono ka LEDNtchito yokonza ma chip ku Hubei ndi kafukufuku ndi chitukuko cha ma chip ku Jucan Optoelectronics' Mini/Micro LED chips ndi ntchito yowonjezera ma chip ku Suqian zayimitsa nthawi yawo yopangira kuyambira 2024 mpaka 2026.
Komabe, palinso zinthu zina zabwino. BOE ndi Hisense akhala akufulumizitsa ntchito zawo za Micro LED chip ndi display. Kupanga ma wafer ang'onoang'ono a LEDndipo pulojekiti yoyesera ma phukusi inayamba kugwira ntchito mu Novembala 2024. Pa Ogasiti 30, 2024, pulojekiti ya Hisense Qianzhao yopangira ma semiconductor base ku Jiangxi idachitanso mwambo woyambitsa ntchito. Ndi ndalama zokwana yuan 1 biliyoni, mazikowo apereka ma seti 60 a MOCVD ndi zida zothandizira, pogwiritsa ntchito nyumba zomwe zilipo kale za fakitale ndi malo ku Nanchang.
Kupita patsogolo kosiyanasiyana kungayambitsidwe ndi zovuta zosiyanasiyana Kachipangizo kakang'ono ka LEDMawonekedwe osiyanasiyana azinthu zosiyanasiyana. Mu zowonetsera zazing'ono ndi zapakati monga ma watchwatch, njira yovuta kwambiri yosamutsira zinthu zambiri yalepheretsa kulowa kwake pamsika. Mosiyana ndi zimenezi, pamsika waukulu wowonetsera mwachindunji, ukadaulo wa MIP watsegula zitseko zakukula mwachangu. Kuphatikiza apo, kugwiritsa ntchito zinthu zakumtunda kumasiyana pakati pa mabizinesi. Kwa zachilengedwe zomwe zikubwera monga BOE ndi Hisense, mphamvu yopanga ma chips sikukwanira, pomwe kwa osewera akumtunda ngati Sanan, mphamvu yokwezedwa kufika pamlingo wa Micro LED yatsogolera kale kukukula kwakukulu kwa mphamvu yopanga pogwiritsa ntchito ma pixel, motero kuchepetsa kufunika kopanga mizere yatsopano yopanga.
Ponseponse, Kakang'ono/Kakang'ono ka LEDMakampani mu 2024 akuwonetsa chithunzi cha "zinthu zoopsa zomwe zikuchitika," ndi zinthu zokhwima kwambiri, zomwe zatsala pang'ono kukhwima, komanso zomwe zayima kwakanthawi, zonse zikupikisana kuti zipeze malo. Malo ovuta awa awonjezera kufunika kwa makampaniwa kukhala ndi luso lotha kulunjika misika yogawidwa m'magulu.
