Ishishini leMini/Micro LED ngo-2024: Ibali leNtsikelelo eNcinci phakathi koTyalo-mali olukhulu （1）

2024-12-24

Ngowama-2024, i I-LED encinci/encinciIcandelo lezicelo libone utyalo-mali olumalunga ne-100 yeebhiliyoni zeerandi, nto leyo ephawula inqanaba elibalulekileyo kuhambo lwalo lophuhliso. Nangona kunjalo, eli shishini lizifumana likwimeko ebuthathaka, apho uphuhliso lwetekhnoloji kunye nezinto ezintsha zikhula khona kwelinye icala, ngelixa ukungalingani okubonakalayo phakathi kwemfuno yemarike kunye nobonelelo kukhula kakhulu kwelinye icala.

I-LED encinciibikwindlela ephawulekayo yokukhula. Kwicandelo isibane sangasemvaIiTV, zikhule kakhulu. Idatha evela kwi-JD.com ngexesha lokuthenga izinto ezininzi e-2024 Double Eleven e-China ityhila ukuba ubungakanani bentengiselwano I-Mini LED IiTV zikhule ngaphezu kwezihlandlo ezili-12 ngonyaka. Le teknoloji ngoku idlule iiTV ze-OLED yaza yafumana indawo ephezulu kwimarike yeeTV ezinemibala ephezulu ngokwexabiso lokuthengisa. Ngokwembono yolondolozo, ukuthunyelwa kwehlabathi jikelele kweIiTV ze-LED ezincincikulindeleke ukuba zinyuke ngama-65% ngo-2024, zifikelele kwi-6.75 yezigidi zeeyunithi ezimangalisayo.

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Kwisikrini esibonakalayo ngqo, I-LED encinciikwaye yenze utshintsho olukhulu. Ngenxa yokwehla kwamaxabiso kwisakhiwo sokupakisha i-COB okwaqala ngo-2023, isabelo sayo semarike kwicandelo le-LED elincinci siye sanda kakhulu. Imveliso ye-P1.5, isebenzisa Itekhnoloji ye-COB-Mini LED, ivele njengemveliso ethengiswa kakhulu, ingakumbi kwimarike yamazwe ngamazwe apho ukuncitshiswa kwamaxabiso kuye kwaguqulela kwisiphumo esibonakalayo sokwandiswa kwemarike, okubonisa impumelelo yasekhaya ka-2023. Ukusebenzisana phakathi kwezixhobo ezisezantsi nezisezantsi kwikhonkco lexabiso le-Mini LED kuye kwanda, nto leyo ebonisa ukuba kuya kuncitshiswa iindleko ngakumbi kwaye kuqhubeke nokwandiswa kwemarike.

Ngokwahlukileyo ngokupheleleyo, I-Micro LEDiye yajongana neengxaki ezithile. Ukumiswa kwe-Apple kuphuhliso lwayo I-Micro LED I-smartwatch eboniswa ngqo ithumele amaza kushishino, nto leyo ebangele ukungaqiniseki kwimigca yemveliso ye-LGD kunye ne-Osram. Ifektri ye-Osram ephantse ibe yi-$1 yezigidigidi zeerandi iMicro LED eMalaysia isemngciphekweni wokungaze iqalise ukuvelisa. Kwilizwe, iiprojekthi ezifana neSanan Optoelectronics'I-LED encinci/encinciIprojekthi yophuhliso lweetshiphusi eHubei kunye neprojekthi yophando nophuhliso lweetshiphusi ze-Mini/Micro LED zeJucan Optoelectronics kunye nokwandiswa kwemveliso eSuqian zihlehlise iishedyuli zazo zemveliso ukusuka ngo-2024 ukuya ku-2026.

Nangona kunjalo, kukwakho nezinto ezintle ezifunekayo. I-BOE kunye ne-Hisense bezikhawulezisa iiprojekthi zazo ze-Micro LED chip kunye ne-display. Ukuveliswa kwe-wafer ye-Micro LEDkunye neprojekthi yovavanyo lokupakisha yaqala ukusebenza ngoNovemba ka-2024. Ngomhla wama-30 ku-Agasti ka-2024, iprojekthi yesiseko se-semiconductor sikaHisense Qianzhao eJiangxi nayo ibambe umsitho wokuqalisa. Ngotyalo-mali olupheleleyo lwe-1 yeebhiliyoni zeeyuan, isiseko siqalise iiseti ezingama-60 ze-MOCVD kunye nezixhobo ezixhasayo, sisebenzisa izakhiwo zefektri ezikhoyo kunye nezixhobo zomhlaba eNanchang.

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Inkqubela phambili eyahlukileyo inokubangelwa ziingcinezelo ezahlukeneyo I-Micro LEDijongene neendidi ezahlukeneyo zeemveliso. Kwii-display ezincinci neziphakathi ezifana nee-smartwatches, inkqubo yokudlulisa ubunzima enzima kakhulu ithintele ukungena kwayo kwimarike. Ngokwahlukileyo koko, kwimarike enkulu yokubonisa ngokuthe ngqo, itekhnoloji ye-MIP ivule iingcango zokukhula ngokukhawuleza. Ukongeza, ukusetyenziswa kwezixhobo eziphezulu kwahlukile phakathi kwamashishini. Kwii-ecosystems ezikhulayo ezifana ne-BOE kunye ne-Hisense, amandla okuvelisa iitshiphusi awanalanga, ngelixa kubadlali abaphezulu abanjengoSanan, amandla okuphucula ukuya kumanqanaba e-Micro LED sele ekhokelele ekunyuseni okukhulu kwamandla okuvelisa asekelwe kwi-pixel, ngaloo ndlela kunciphisa ukungxamiseka kokwakha imigca emitsha yemveliso.

Ngokubanzi, I-LED encinci/encinciIshishini ngo-2024 libonisa umfanekiso "wezinto ezingaqhelekanga ezihlala kunye," kunye neemveliso ezivuthiweyo kakhulu, eziphantse zavuthwa, kunye nezimisiweyo okwethutyana zonke zikhuphisana ngendawo. Le meko inzima igxininise isidingo sobukrelekrele beshishini ukuze kujoliswe ngqo kwiimarike ezihluliweyo.