Makampani a Mini/Micro LED mu 2024: Nkhani ya Chuma Chosiyana Pakati pa Ndalama Zambiri （3）
Zogulitsa za COB Zikupitilizabe Kulamulira Msika
Mu makampani opanga zowonetsera omwe ali ndi mpikisano waukulu, zinthu za COB zikupita patsogolo kwambiri. Pakadali pano COB ili mu Kachipangizo kakang'ono ka LEDndipo tsogolo lake likugwirizana kwambiri ndi Kachipangizo kakang'ono ka LEDKuphatikiza apo, panthawi yapakati, COB ingatengenso mawonekedwe a MIP. Mu 2024, COB yakhala yankho lapamwamba kwambiri, zomwe zapangitsa kuti pakhale "chiphunzitso chatsopano cha kusinthasintha".
Kumbali imodzi, zowonetsera za LED zochokera ku COB zawona kuchepa kwakukulu kwa ndalama mu 2024, motero kufufuza misika yatsopano yowonjezera. Deta yamakampani ikuwonetsa kuti mtengo wa zida zopangira COB watsika kuchoka pa 48,000 yuan pa mita imodzi (yowerengedwa pa P1.25) mu 2018 kufika pa 9,000 yuan pa mita imodzi imodzi mu 2024. Mu 2024, panali kuchepa kwa mitengo kotala ndi maperesenti 3 - 5. Kutsika kwamitengo kumeneku kwakulitsa makasitomala azinthu zapamwamba za COB, zomwe zikuyendetsa kukula kwa msika wake.
Kumbali ina, mitundu yosiyanasiyana ya zinthu za COB yakula kwambiri. Kuchuluka kwa zinthu monga COB Kachipangizo kakang'ono ka LEDgalasi lamadzimadzi magetsi akumbuyo, COB - MIPzinthu, COB - Kachipangizo kakang'ono ka LEDzinthu, ndi zinthu za COB mu P0.7/P1.5/P1.8 zapangitsa kuti malonda achuluke kwambiri. Izi sizinangowonjezera kufikira kwa ukadaulo wa COB pamsika wowonetsera komanso zawonjezera mitundu ndi kukula kwa makasitomala, zomwe zathandizira kukula kwa COB.
Chifukwa cha kufunikira kwakukulu kwa zinthu za COB, opanga mafakitale akuwonjezera mphamvu zopangira. Mwachitsanzo, mphamvu zopangira COB za Zhaochi Co., Ltd. zinali zosakwana mamita 10,000 mu 2022, koma pofika Okutobala 2024, zidakwera kufika mamita 20,000. Mphamvu zopangira COB za Unilumin Technology zidakweranso kwambiri kufika pa 4000KK/mwezi mu 2024. Dr. Shao Pengrui, wachiwiri kwa manejala wamkulu wa Asmade Zhuoxing Semiconductor, akuneneratu kuti pofika chaka cha 2028, malo opangira COB pachaka adzafika mamita 500,000, nthawi 7 - 8 kuposa momwe zilili pano.
Ponena za chitukuko cha ukadaulo wa COB, makampaniwa akukhulupirira kuti kusamutsa kwakukulu ndi Kachipangizo kakang'ono ka LEDndi ukadaulo wofunikira kwambiri. Kukula kwa misika yamagetsi yaying'ono ndi yaying'ono, pamodzi ndi kukweza zowonetsera zazing'ono za LED kukhala zapamwamba kwambiri komanso zapamwamba kwambiri, ndiye mphamvu zazikulu zomwe zimayendetsa mbali ya ogula. Popeza izi zili choncho, palibe chifukwa chonyoza ukadaulo wa COB panthawi ya MIP. Komanso, Zogulitsa za MIP za ultra-micro-pitchAngagwiritsenso ntchito njira yachiwiri yopangira zinthu ya COB.
Pansi pa mfundo yakuti "zomaliza zapamwamba, zokwezedwa kwambiri, komanso zodalira kwambiri ma LED ang'onoang'onondi zipangizo zazing'ono zomwe msika ukufuna, COB idzakhala yotchuka kwambiri", COB ipitiliza kukhala nkhani yofunika kwambiri mu Makampani ang'onoang'ono/ang'onoang'ono a LED.
