Imboni Ye-Mini/Micro LED ngo-2024: Indaba Yezinzuzo Ezingafani Phakathi Kokutshalwa Kwezimali Okukhulu （1）

2024-12-24

Ngo-2024, i- I-LED encane/encaneUmkhakha wokusetshenziswa kwezicelo ubone ukutshalwa kwezimali okucishe kube yizigidigidi eziyi-100 zama-yuan, okuphawula ingqophamlando ebalulekile ohambweni lwayo lokuthuthukiswa. Kodwa-ke, imboni izithola isesimweni esibucayi, lapho intuthuko yezobuchwepheshe kanye nokusungula izinto ezintsha kukhula ngakolunye uhlangothi, kuyilapho ukungafani okuphawulekayo phakathi kwesidingo semakethe kanye nokuhlinzekwa kubonakala kukhulu ngakolunye uhlangothi.

I-LED encaneibilokhu ikhula ngendlela emangalisayo. Emkhakheni we- isibani sangemuvaAma-TV, akhule kakhulu. Idatha evela ku-JD.com ngesikhathi sokuthenga kwe-Double Eleven ngo-2024 eShayina yembula ukuthi inani lokuthengiselana I-Mini LED Ama-TV akhuphuke ngaphezu kwezikhathi eziyi-12 unyaka nonyaka. Lobu buchwepheshe manje sebudlule ama-TV e-OLED ukuze athole indawo ephezulu emakethe yama-TV anombala wekhwalithi ephezulu ngokwenani lokuthengisa. Ngokwesilinganiso, ukuthunyelwa komhlaba wonke kwe-Ama-TV amancane e-LEDkulindeleke ukuthi zikhuphuke ngo-65% ngo-2024, zifinyelele kumayunithi ayizigidi ezingu-6.75.

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Ngaphambili kwesibonisi esiqondile, I-LED encanefuthi ibilokhu yenza intuthuko enkulu. Ngenxa yokwehla kwentengo kwesakhiwo ekupakishweni kwe-COB okwaqala ngo-2023, isabelo sayo semakethe esigabeni se-LED esincane sikhuphuke kakhulu. Umkhiqizo we-P1.5, usebenzisa Ubuchwepheshe be-COB-Mini LED, ivele njengento ethengiswa kakhulu, ikakhulukazi emakethe yamazwe ngamazwe lapho ukwehliswa kwentengo kuguqule khona umphumela ophawulekayo wokukhula kwemakethe, okulingisa indaba yempumelelo yasekhaya ka-2023. Ukusebenzisana phakathi kwezinsizakusebenza ezisezingeni eliphezulu nezisezingeni eliphansi ku-Mini LED value chain kuye kwanda, okuyinto ebikezela ukwehliswa kwezindleko okuqhubekayo kanye nokukhula okuqhubekayo kwemakethe.

Ngokuphambene kakhulu, I-Micro LEDibhekane nezimo ezithile eziphuthumayo. Ukumiswa kwe-Apple ekuthuthukisweni kwe- I-Micro LED Iwashi elihlakaniphile elibonisa ngqo lithumele amaza embonini, okubangele ukungaqiniseki emigqeni yemikhiqizo ye-LGD ne-Osram. Ifektri ye-Micro LED yase-Osram ecishe ibe yi-$1 billion eMalaysia isengozini yokungaqali ukukhiqiza. Ezweni, amaphrojekthi afana ne-Sanan Optoelectronics'I-LED encane/encaneIphrojekthi yokuthuthukisa ama-chip eHubei kanye nephrojekthi yocwaningo nokuthuthukiswa kwama-chip e-Jucan Optoelectronics' Mini/Micro LED kanye nokwandiswa kokukhiqiza eSuqian ihlehlise amashejuli ayo okukhiqiza kusukela ngo-2024 kuya ku-2026.

Noma kunjalo, kukhona futhi ama-silver linings. I-BOE ne-Hisense bebelokhu besheshisa amaphrojekthi abo e-Micro LED chip kanye ne-display. I-BOE Huacan's Ukukhiqizwa kwe-wafer ye-Micro LEDkanye nephrojekthi yesisekelo sokuhlola ukupakisha yaqala ukusebenza ngoNovemba 2024. Ngomhlaka-30 Agasti 2024, iphrojekthi yesisekelo se-semiconductor sikaHisense Qianzhao eJiangxi nayo yabamba umcimbi wokuqalisa. Ngokutshalwa kwezimali okuphelele okungu-1 billion yuan, isisekelo sethule amasethi angu-60 e-MOCVD kanye nemishini esekelayo, sisebenzisa izakhiwo zefektri ezikhona kanye nezinsiza zomhlaba eNanchang.

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Intuthuko ehlukene ingabangelwa yizingcindezi ezahlukahlukene I-Micro LEDibhekene nezigaba ezahlukene zemikhiqizo. Ezibukweni ezincane neziphakathi ezifana namawashi e-smartwatch, inqubo yokudlulisa ubuningi eyinselele kakhulu iphazamise ukungena kwayo emakethe. Ngokuphambene nalokho, emakethe enkulu yokubonisa ngqo, ubuchwepheshe be-MIP buvule iminyango yokukhula okusheshayo. Ngaphezu kwalokho, ukusetshenziswa kwezinsizakusebenza ezisezingeni eliphezulu kuyahluka phakathi kwamabhizinisi. Kuma-ecosystem asafufusa avaliwe njenge-BOE ne-Hisense, amandla okukhiqiza ama-chip awakanele, kuyilapho kubadlali abaphezulu abanjengoSanan, amandla athuthukisiwe abe amazinga e-Micro LED asevele aholele ekukhuleni okukhulu kwamandla okukhiqiza asekelwe kumaphikseli, ngaleyo ndlela kunciphisa ukuphuthuma kokwakha imigqa emisha yokukhiqiza.

Sekukonke, I-LED encane/encaneimboni ngo-2024 iveza isithombe "sezinto eziqhubekayo," ngemikhiqizo evuthiwe kakhulu, ecishe ivuthwe, futhi emisiwe okwesikhashana yonke ebanga isikhala. Lesi simo esiyinkimbinkimbi sigcizelele isidingo semboni sobuhlakani obuhlelekile bokukhomba ngqo izimakethe ezihlukanisiwe.