Pachiwonetsero cha ISLE chomwe changotha mu Epulo, zowonetsera zazikulu za LED zidawonetsa chitukuko chokongola.Monga chiwonetsero chachikulu pambuyo pa mliriwu, ndizochitika zazikulu kwambiri za "chiwonetsero chapadera" pamakampani kuyambira zaka zitatu za mliriwu, ndipo amadziwika kuti mphepo yamkuntho "kuyambiranso ndikuyambanso".
Chifukwa cha kufunikira kwa chiwonetserochi, Lotu adawerengera mwapadera kuchuluka kwa mawu osakira pakati pamabizinesi omwe adatenga nawo gawo.Mawu osakira "makina a LED onse-mu-modzi" akhala "wopambana kwambiri pamsonkhano"!
"Makina onse amtundu wa LED" akuyamba kutchuka
M'mawerengero a Lotu Technology, mawu omwe ali ndi gawo lalikulu kwambiri ndi "LED yaying'ono" (mtengo wogawira kutchuka kwa msika ndi 50%).Komabe, mawu osakirawa akuwonetsa zomwe zimafanana pamakampani onse owonetsera ma LED ndipo alibe tanthauzo lapadera lazinthu.Wosankhidwa wachiwiri ndi 'mini/micro LED', yokhala ndi kutentha kwa 47%.Zitha kuwoneka kuti malo achiwiriwa amawerengedwa poyerekezera malo ang'onoang'ono, mini LED, ndi micro LED palimodzi.
Kunena zoona, wachitatu paudindo wa "LED all-in-one machine" pa tchati chotchuka ali ndi kutentha kwa 47%.Ili ndi liwu lomwe lili ndi mawonekedwe amtundu wina monga tanthauzo lake;Tanthauzo lake ndi kuchuluka kwake kwakugwiritsa ntchito ndizosintha kwambiri kuposa "LED yaying'ono" ndi "mini/micro LED" ya akatswiri ndi othamanga.Chifukwa chake, sizowonjezera kukhulupirira kuti "makina a LED onse-mu-modzi" ndiye "chotentha kwambiri" chowonetsera cha LED pachiwonetsero.
Akatswiri amakampani akuwonetsa kuti ngakhale makina amtundu wa LED onse ndi amodzi ndi osiyana ndi zowonera zamakina aukadaulo a LED, pomwe "mapulojekiti amtundu uliwonse ali ndi dongosolo lalikulu," ali ndi ntchito zazikulu zitatu:
Yoyamba ndi msika waukulu wa skrini wa 100 mpaka 200 wa maphunziro ndi zowonetsera misonkhano, chachiwiri ndi kufunikira kwa zowonetsera zowonetsera digito kuyambira mainchesi khumi mpaka mainchesi 200, ndipo chachitatu ndi mtundu wazinthu zamtundu wa TV zomwe zimagwiritsidwa ntchito panyumba, makamaka mainchesi 75 mpaka 200... Ngakhale zida za LED zonse-mu-zimodzi zikadali "zothekera" m'tsogolomu, ndizosiyana kwambiri m'magulu ogwiritsira ntchito, makamaka m'misika ya ogula ndi apanyumba, zomwe zimapangitsa kuti tsogolo lawo likhale "kuchuluka" kodzaza. kulingalira.
The command and dispatch center kapena XR virtual production ndi msika kumene madola mamiliyoni makumi ambiri amayikidwa mu pulogalamu imodzi yayikulu.Ngakhale kuti chinthu chilichonse chikhoza kukhala ndi mtengo wa magawo masauzande kapena masauzande mtsogolomo, pakhoza kukhala kufunikira kwa msika kwa mayunitsi mamiliyoni makumi pachaka pamakina amtundu umodzi wa LED.Kutchuka ndi chidwi chamakampani cha makina onse amtundu wa LED amapambana mu "msika waukulu womwe ungatheke".
Malinga ndi zomwe zachokera ku Ovi Cloud Network, zipinda zochitira misonkhano ku China zapitilira 20 miliyoni, ndikuwonjezeka padziko lonse lapansi ndi 100 miliyoni.Ndikuchulukirachulukira kwa zowonera zazing'ono za LED, kuchuluka kwa malonda m'munda wamisonkhano yamakanema ndikokwanira.Pakati pawo, chiwerengero cha zowonetsera ndi kukula kwakukulu kwa mainchesi 100-200 si osachepera 10%.Nthawi yomweyo, makoleji amasukulu ndi mayunivesite ndiye njira zazikulu zofunikila pazithunzi zamaphunziro a LED.Pakali pano, pali mayunivesite 3000 m'dziko lonselo, kuphatikizapo makalasi, misonkhano, malo ophunzirira, ndi zochitika zina zambiri.Kutengera kalasi imodzi monga chitsanzo, kuthekera komwe kungathe kukonzanso m'kalasi mwanzeru m'zaka 10 zikubwerazi kukuyembekezeka kukhala pafupifupi 60000 (ndi avareji ya 20 pasukulu iliyonse), ndipo kuthekera komwe kungathe kukonzanso makalasi anzeru m'zaka zitatu zikubwerazi. akuyembekezeka kukhala 6000.
Msika wakunyumba, ndikukula kwina kwaukadaulo waukadaulo wa Micro LED komanso kukhathamiritsa kosalekeza kwa ndalama zopangira, akuyembekezeka kulanda "cinema yakunyumba ndi TV yochezera pabalaza" ya LCD ndi OLED mtsogolomo, kukhala chowonjezera chofunikira. malonda omwe ali pakati mpaka pamsika wapamwamba kwambiri wanyumba.Tikayang'ana pamsika wapadziko lonse lapansi, mu 2022, kuchuluka kwamtundu wa TV padziko lonse lapansi kunali mayunitsi 204 miliyoni, omwe 15 miliyoni anali otumizira ma TV apamwamba kwambiri, omwe amawerengera 7.4% ya msika wonse ndikuwonetsa zomwe zikukula chaka ndi chaka.Makanema apamwamba kwambiri ndiye njira yayikulu yampikisano pamsika wapanyumba wa LED.Lotu Technology ikuneneratu kuti pofika chaka cha 2025, kutumiza padziko lonse lapansi kwa ma TV a Micro LED kupitilira mayunitsi 35,000, zomwe zimawerengera 0.02% ya msika wapa TV wamitundu yonse.Gawoli lidzawonjezeka pang'onopang'ono ndi kukhwima kwa zinthu zamsika, ndipo ngakhale kukhumba kufikira 2% ya msika wapadziko lonse wa TV wamitundu.Mbiri yogulitsa pamwezi ya mtundu umodzi wa TV yamtundu wa 98 inchi ku China mu 2022 imaposa mayunitsi 40000.
Kuchokera pazimenezi, zikhoza kuwoneka kuti malonda a pachaka (zamalonda ndi apakhomo) a LED-in-one makina ku China m'tsogolomu adzawerengedwa mu mamiliyoni, ndipo msika wapadziko lonse ukhoza kufika mpaka makumi mamiliyoni.Awa ndi malo omwe angathe kuwirikiza kawiri pamakampani amakono a LED.
"Makina amtundu wa LED" omwe amakondedwa ndi anthu osawerengeka
Halo pamitundu yatsopano yamakina amtundu wa LED onse-in-one, kuwonjezera pa "kukula kwa msika komwe akuyembekezeka", kumaphatikizapo kuthandizidwa ndi "mahalo" ena awiri:
Choyamba, monga chiwonetsero cha LED chokhala ndi kukula kocheperako komanso kukonza kwapamwamba, zopangira zonse za LED zakhala "zophatikiza ukadaulo waposachedwa wamakampani" m'zaka zisanu zapitazi.Mwachitsanzo, mawonedwe a 8K, ultra micro spacing, mini/micro LED, COB, COG, ndi malingaliro ena aukadaulo amagwirizana kwambiri ndi makina a LED onse-mu-modzi.
Kufuna kopitilira muyeso kowoneka bwino kwa LED kumisika yotsatsa komanso kuwongolera zipinda zatsala pang'ono kufika, "akatswiri amakampani adanenanso. Pakalipano, msika wamtsogolo wa P0.5 ndi m'munsi mwa matekinoloje atsopano omwe makampaniwa amayang'ana kwambiri kulimbikitsa. imayang'ana kwambiri pazowonetsa pansi pa mainchesi 200. Ukadaulo wam'tsogolo wowonetsera mwachindunji wa LED umagwiritsidwa ntchito makamaka pa "makina amtundu umodzi". Izi zitha kuwoneka pazithunzi zazikulu za Lehman's 8K, Samsung's THE WALL, ndi zina.
Kachiwiri, makina onse amtundu wa LED ndi "makina athunthu", omwe mwachibadwa amafunikira kubisa luso labizinesi lomwe lili kale ndi ukadaulo wina wowonetsera makina.Mwachitsanzo, pamsika wamisonkhano yolumikizirana, makina amtundu wa LED onse ali ndi mawonekedwe a infrared, computing yanzeru, ndi magwiridwe antchito a netiweki, ndipo ali ndi mapulogalamu ambiri amsonkhano, ogwirizana ndi mapulogalamu ndi makamera a chipani chachitatu.Zolemera izi ndi masinthidwe wamba.
Makina onse mum'modzi ayenera kukhala ZONSE M'MODZI, zomwe ndizosiyana kwambiri ndi malingaliro azogulitsa zamachitidwe aukadaulo owonetsera ma LED ndi ma splicing ntchito.Kulowa mumsika wamakina amtundu umodzi kumatanthawuza kukulitsidwa kopingasa kwa R&D ndi malire aukadaulo amakampani owonetsera ma LED, kubweretsa kuphatikizana kochulukirapo komanso kuchita bwino paukadaulo wamapulogalamu ndi zida.Nthawi yomweyo, zabweretsanso zosintha zatsopano pakutsatsa kwamagulu ndi malingaliro amakanema, kulola zowonetsera za LED kutenga nawo gawo pamsika wopikisana wotsatsa.
Izi zikutanthauza kuti, kuwonjezera pa kukula kwakukulu kwa msika, makina a LED onse-in-one ali ndi khalidwe lokhala patsogolo pa mafakitale a LED ponena za teknoloji, molunjika komanso mozungulira.Kumbali inayi, kuphunzira ukadaulo wosiyanasiyana wogwiritsa ntchito zowonetsera za LED ndikukulitsa zowonetsera za LED kumtunda wawung'ono sikungasiyanitsidwe ndi gulu la makina a LED onse-mu-modzi.Ilinso ndiye chinsinsi cha mawu osakira oti 'kuchulukirachulukira'.
Makina onse amtundu wa LED akuyimira ukadaulo watsopano, ntchito zatsopano, zochitika zatsopano, zogulitsa zatsopano, ndi zofuna zatsopano mumakampani owonetsera mwachindunji a LED, zomwe zitha kunenedwa kuti zimakondedwa ndi anthu masauzande ambiri.Kukonzekera komanso kukhala patsogolo kwa msika uwu ndi mbali zofunika kwambiri kuti mabizinesi "atengere phindu lamakampani amtsogolo".
Mpikisano wowonetsera molunjika wa LED ndikuyika makina amtundu umodzi
Malinga ndi ziwerengero zochokera ku Lotu, msika wowonetsa mabizinesi apakhomo wawonetsa zinthu zaulesi mu 2022. Mwachitsanzo, mu 2022, msika wa piritsi wolumikizana udachepa ndi 52% pachaka;Msika wamakono wa LCD ndi DLP splicing watsika ndi 34.9% ... , kuwonjezeka kwa 15% poyerekeza ndi 2021, ndi malonda pafupifupi 950 miliyoni yuan.
Pakati pazinthu zonse zowonetsera malonda, makina a LED onse-in-one ali pafupi kwambiri mu 2022. Izi zikuwonetseratu kukongola kwa msika wa mankhwala amakono.Makampaniwa akuyembekeza kuti m'tsogolomu, pamene mitengo yamtengo wapatali yowonetsera ma LED imachepa pang'onopang'ono, chipata cha msika cha makina onse a LED chidzatsegulidwa nthawi imodzi m'misika yamalonda ndi ogula.Malinga ndi kuneneratu kwa GGII, msika wapadziko lonse wa MicroLED ukuyembekezeka kupitilira $ 10 biliyoni mu 2027. Pakati pawo, makina amtundu wa LED onse adzakhala mtundu wofunikira wolemetsa.
M'chaka cha 2022 bungwe la oyang'anira bizinesi la Zhouming Technology la 2022, zidanenedwa kuti zowonetsera zazing'ono za LED ndizomwe zimagwiritsidwa ntchito pazaka zamakono ndi zam'tsogolo, ndipo zadutsa njira ya "zatsopano → zosiyana siyana → standardization → makulitsidwe. ".Mitengo yawo ndi mitengo yatsika pang'onopang'ono, ndikulowa mumtengo wofanana ndi zowonetsera za LCD.Pali mwayi wosintha zowonetsera za LCD pamsika ndikuwonjezera kuchuluka kwa zowonera zazing'ono za LED.Pachifukwa ichi, akatswiri amakampani amasanthula kuti kusinthidwa kwa LCD ndi LED kudzakhala "kuwomba kocheperako", ndiko kuti, kutsegulira kwathunthu kutanthauzira kwakukulu kwa mainchesi 100 mpaka 200 ndi msika wapamwamba kwambiri wowonetsera.Uku ndikukweza mosalekeza kwa "mzere womveka womwewo" ndikukulitsa kufunafuna kogwiritsa ntchito zazikulu muukadaulo wowonetsera LCD m'zaka zaposachedwa.
Kafukufuku wa Lotu akukhulupirira kuti mitengo ya zinthu za LED zokhala ndi malo ofanana pakali pano ikutsika kwambiri.Zikuyembekezeka kuti ngati mtengo wapakati wa 20000 yuan usungidwa pambuyo pa 2024, mzere wapakati wa kutchuka kwazinthu ukhoza kutsika ndi 1.2 masitayilo azinthu.Zogulitsa zomwe zili pafupi ndi mzere wamtengo wapakati uwu mu 2022 ndi zinthu zomwe zili pamlingo wa P1.8—— Kaya kusiyana kwapakati kukucheperachepera, kapena kutsika mtengo, kapena zonse zitha kutsika: kusinthaku kumathandizira kufulumizitsa. Kutsatsa kwazinthu zazing'ono za LED zomwe zimakhudzidwa kwambiri ndi mitengo komanso zimafuna zizindikiro zokwera.
Makamaka kuyambira 2022, mitengo yamakampani a LED yapitilirabe kutsika, kukhala mphamvu yofunika kuyendetsa msika wazinthu zonse mumodzi.Malinga ndi deta yochokera ku RendForce Chibang Consulting, msika wapachaka wotumizidwa wa Mini LED chip msika mu 2022 udakhalabe ndi 15% kukula.Komabe, kuchokera kumalingaliro amtengo wapatali, chifukwa cha kutsika kwakukulu kwamitengo, kukula kwa mtengo wamtengo wapatali kunawonetsa kukula kolakwika.Pakadali pano, kuyambira 2022, zowonetsera za LED zapita patsogolo kwambiri panjira yofananira yamatekinoloje anayi akuluakulu: SMD, COB, MIP, ndi N-in-1.Msika wamakina amtundu umodzi udzawonjezera mzere watsopano wamtundu wa MIP mu 2023, wofunitsitsa kupanga mpikisano wochulukirapo komanso kusiyanasiyana kwamitengo pakupanga njira, ndikulimbikitsa kukula kwa msika wamakampani.
Pakutsatsa kwa makina a LED onse-mu-modzi, mabizinesi ena ku China ali kale otsogola.Mwachitsanzo, Ovi Cloud's Research Report on the Small Spacing LED Market ku China Mainland mu 2022 ikuwonetsa kuti kampani ya makolo ya Qingsong Optoelectronics, SIYUAN, ikupitilizabe kukhala pamalo oyamba pamsika wamakina amtundu wa LED omwe ali ndi kuchuluka kwa malonda. ndi gawo la msika la 40.7%, ndipo wapambana malo oyamba kwa zaka zinayi zotsatizana.Izi zili choncho makamaka chifukwa cha zinthu zapamwamba za Qingsong Optoelectronics komanso malo otsogola a gwero la masomphenya pamsonkhano komanso misika yowonetsera maphunziro.
Mwachitsanzo, Lehman Optoelectronics '"Research on Large Scale Smart Conference Display Integrated Machine Technology" ndi mapulojekiti 150 a dziko lonse adasankhidwa bwino monga 2022 New Information Consumption Demonstration Project.Nthawi yomweyo, Lehman Optoelectronics ndi mtsogoleri pamsika wazowonera zazikulu za LED kunyumba.Mu 2022, Lehman Optoelectronics adatsogola pakukhazikitsa chophimba chakunyumba cha 163 inch 8K COB Micro LED chapamwamba kwambiri padziko lonse lapansi, ndikulowanso pamsika wapanyumba wapamwamba kwambiri wokhala ndi zowonetsa zapamwamba kwambiri, ndikuyendetsa chitukuko chapadziko lonse lapansi cha 8K chokwera kwambiri. Kutanthauzira kwamakampani opanga makanema amakanema.M'zaka zaposachedwa, Lehman Home Big Screen yakhazikitsa njira yotsatsira mayendedwe apaintaneti komanso osapezeka pa intaneti, osati kungowonetsa ndi kulimbikitsa zinthu panjira zapaintaneti monga JD ndi Tmall, komanso kukhazikitsa malo ogulitsa 10 odziwika bwino komanso malo oyesera ku Shenzhen, Guangzhou, Nanjing, Wuhan, Hangzhou, Chengdu, ndi malo ena.Poyamba idakhazikitsa njira yotsogola ya "product service capability" pamsika wapakhomo.
Ngakhale, makina a LED-in-one akopa chidwi cha zimphona zambiri zamtundu wa TV.Mwachitsanzo, Hisense adzayala LED Integrated makina msonkhano zokambirana zowonetsera ndi kuphunzitsa matumizidwe ophatikizika amawu, nyimbo ndi zithunzi msika mu 2022. Kutenga Hisense Vision One chimphona chophimba 136 inchi LED zonse mu umodzi makina mankhwala monga chitsanzo, monga luso latsopano "ntchito yatsopano". " yazinthu zowonetsera zanzeru za Hisense, zimatengera kamangidwe kapamwamba ka ASIC high-precision light control chip ndi Hisense "Xin Xin" engine quality chip quality chip, kuwonetsera kugwiritsa ntchito teknoloji yowonetsera yokha ya Hisense, ndipo imakhala ndi mpikisano wosiyana.Mu 2022, Hisense adayika ndalama zambiri pakuwongolera makampani opanga ma LED, Qianzhao Optoelectronics, ndikuwunikira momwe Hisense adapangira pamsika wowonetsera LED.
Zakhala mgwirizano mumakampani owonetsera mwachindunji a LED kuti apititse patsogolo kukulitsa misika yowonetsera yomwe ikubwera monga Micro LED, motsogozedwa ndi makina amtundu umodzi.Nkhondo yamtsogolo mozungulira msika wamakina onse ali mu gawo la "mpikisano".Mawonekedwe otsogola amakampani aku China ndi ofanana ndi maubwino awo mumndandanda wamakampani a LED padziko lonse lapansi.Ndi makina amtundu wa LED monga mtsogoleri, mabizinesi aku China adzatulutsa zinthu zambiri "zambiri zaku China, mayankho aku China" pamsika wapadziko lonse lapansi mtsogolomo.
Nthawi yotumiza: May-06-2023
