A nunin ISLE wanda ya ƙare a watan Afrilu, manyan nunin allo na LED sun nuna yanayin ci gaba mai launi.A matsayin babban nune-nunen bayan bullar cutar, shi ne kuma taron "baje kolin na musamman" mafi girma a cikin masana'antar tun shekaru uku na annobar, kuma ana kiranta da iska don "sake farawa da sake farawa".
Saboda mahimmancin wannan nunin, Lotu ta ƙididdige adadin mahimman kalmomin shiga tsakanin kamfanoni masu shiga.Ma'anar kalmar "LED duk-in-daya inji" ya zama "babban nasara na taron"!
"LED duk-in-daya inji" yana zama sananne
A cikin kididdigar Fasahar Lotu, kalmar da ke da mafi girman girman girman shine "ƙananan fitilun LED"(darajar rarraba shaharar kasuwa shine kashi 50%). Duk da haka, wannan mahimmin kalmar a zahiri tana nuna abubuwan gama gari gaba ɗaya.LED nunimasana'antu kuma ba shi da mahimmancin samfur na musamman.Matsayi na biyu shine' mini/micro LED', tare da ƙimar zafi na 47%.Ana iya ganin cewa a zahiri an ƙididdige wannan wuri na biyu ta hanyar daidaita micro tazara, mini LED, da micro LED tare.
Dangantakar da magana, na uku a matsayin "LED duk-in-daya inji" akan ginshiƙi mai shahara a zahiri yana da ƙimar zafi na 47%.Wannan kalma ce mai takamaiman nau'in samfur a matsayin ma'anarsa;Ma'anarsa da iyakokin aikace-aikacen sun fi dacewa fiye da "kananan filayen LED" da "karamin / micro LED" na zakarun da masu gudu.Saboda haka, bai wuce kima ba a yarda cewa "LED duk-in-daya inji" shine gaskiya "mafi zafi" samfurin nuni LED a nunin.
Masana masana'antu sun nuna cewa ko da yake LED duk-in-daya inji sun bambanta da na gargajiya LED injiniya splicing fuska, inda "divid ayyuka ne manyan oda," suna da uku manyan aikace-aikace rufe:
Na farko shi ne babban kasuwar allo mai girman inci 100 zuwa 200 na ilimi da nunin taron, na biyu kuma shi ne buqatar na'urar tantance siginar dijital daga dubun inci zuwa inci 200, na uku kuma nau'in nau'in kayayyakin talabijin masu launi da ake amfani da su don amfanin gida. yafi 75 zuwa 200 inci ... Duk da cewa LED duk-in-daya na'urorin har yanzu suna "yiwuwa" kayayyakin a nan gaba, sun bambanta a cikin aikace-aikace Categories, musamman a cikin mabukaci da kuma kasuwanni na gida, sa su gaba "yawan" cika. tunani.
Cibiyar umarni da aikawa ko samar da kayan aiki na XR kasuwa ne inda ake zuba jarin dubban miliyoyin daloli a cikin babban tsarin allo guda ɗaya.Ko da yake kowane samfurin na iya samun farashin naúrar dubun dubunnan ko ma dubun dubatar nan gaba, ana iya samun yuwuwar buƙatun kasuwa na dubun-dubatar raka'a a kowace shekara don injunan LED duk-in-daya.Shahararriyar sana'a da kulawar masana'antar LED duk-in-daya injunan nasara a cikin " yuwuwar yuwuwar babbar kasuwa".
Bisa kididdigar da cibiyar sadarwa ta Ovi Cloud ta fitar, yawan dakunan taro a kasar Sin ya zarce miliyan 20, tare da karuwar miliyan 100 a duniya.Tare da karuwa a cikin adadin shigar da ƙananan farar LED fuska, sikelin tallace-tallace a cikin filin taron bidiyo yana da yawa.Daga cikin su, rabon allo tare da girman girman inci 100-200 ba kasa da 10%.Haka kuma, kwalejojin sana'a da jami'o'i sune manyan abubuwan da ake buƙata don allo ilimi na LED.A halin yanzu, akwai jami'o'i 3000 a duk faɗin ƙasar, waɗanda suka haɗa da azuzuwa, tarurruka, dakunan karatu, da sauran al'amuran da yawa.Ɗaukar aji ɗaya a matsayin misali, yuwuwar ƙarfin gyare-gyaren ajujuwa mai wayo a cikin shekaru 10 masu zuwa ana sa ran zai kai kusan 60000 (tare da matsakaicin 20 a kowace makaranta), kuma yuwuwar yuwuwar gyare-gyaren ajujuwa mai wayo a cikin shekaru uku masu zuwa. ana sa ran zai zama 6000.
A cikin gida kasuwa, tare da ƙarin balaga na Micro LED masana'antu fasaha da kuma ci gaba da inganta samar da farashin, ana sa ran ya dauki kan "gidan cinema da falo TV allo Trend" na LCD da OLED a nan gaba, zama wani muhimmin kari. samfur a tsakiyar zuwa babban kasuwar nunin gida.Duban kasuwannin duniya na yanzu, a cikin 2022, sikelin jigilar kayayyaki ta TV ta duniya ya kasance raka'a miliyan 204, wanda miliyan 15 daga cikinsu jigilar kayayyaki ne na TV, wanda ya kai kashi 7.4% na kasuwar gabaɗaya kuma yana nuna haɓakar haɓaka kowace shekara.Babban tashar talabijin shine babban jagorar gasa a cikin kasuwar gida ta LED duk-in-daya.Fasahar Lotu ta annabta cewa nan da shekarar 2025, jigilar kayayyaki na Micro LED talabijin na duniya zai wuce raka'a 35000, wanda ya kai kashi 0.02% na kasuwar TV mai launi gabaɗaya.Wannan rabon zai karu sannu a hankali tare da balaga na samfuran kasuwa, har ma da burin kaiwa 2% na kasuwar TV launi ta duniya.Rikodin tallace-tallace na wata-wata don samfuri ɗaya na TV mai launi 98 a China a cikin 2022 ya wuce raka'a 40000.
Daga wannan, ana iya ganin cewa adadin tallace-tallace na shekara-shekara (kasuwanci da na gida) na injunan LED duk-in-daya a cikin Sin a nan gaba za a ƙididdige su a cikin miliyoyin, kuma kasuwar duniya na iya kaiwa sama da dubun-dubatar.Wannan wuri ne mai yuwuwa wanda ya ninka don masana'antar nunin LED ta yau.
Na'ura mai "LED duk-in-daya" wanda mutane da yawa suka fi so
Halo akan sabbin nau'ikan injunan LED duk-in-daya, ban da "girman kasuwa da ake tsammani", aƙalla sun haɗa da tallafin wasu "halos" guda biyu:
Da fari dai, a matsayin aikace-aikacen nuni na LED tare da ƙarami mai girma da ƙuduri mafi girma, samfuran LED duk-in-daya koyaushe sun kasance "mai haɗa sabbin fasahar masana'antu" a cikin shekaru biyar da suka gabata.Misali, nuni 8K, matsananci micro tazarar, mini/micro LED, COB, COG, da sauran dabarun fasaha suna da alaƙa da injunan LED duk-in-daya.
Bukatar ultra lafiya farar LED nuni a cikin gargajiya talla da kuma kula da dakin kasuwanni ya kusan kai ga iyaka, "masana masana'antu masana nuna. A halin yanzu, nan gaba kasuwa na P0.5 da kuma kasa da sabon fasaha bayani dalla-dalla cewa masana'antu mayar da hankali a kan inganta shi ne yafi. An mai da hankali kan nunin da ke ƙasa da inci 200 Fasaha ta gaba na nunin kai tsaye na LED galibi ana amfani da ita ga “dukkan-in-daya kayayyakin na’ura”.
Na biyu, LED duk-in-daya inji samfurin "cikakken aikin inji", wanda a zahiri yana buƙatar rufe cikakkiyar damar kasuwanci da sauran cikakkun fasahar nunin injin suka mallaka.Misali, a cikin kasuwar hada-hadar mu'amala, LED in-one inji suna sanye take da infrared touch, kwamfuta mai hankali, da ayyukan cibiyar sadarwa, kuma an sanye su da software na taro masu yawa, masu dacewa da ƙarin aikace-aikacen ɓangare na uku da kyamarori.Waɗannan fasalulluka masu arziƙi sune daidaitattun daidaitawa.
Dole ne na'ura ta duk-in-daya ta kasance ALL IN DAYA, wanda ya bambanta da ma'anar samfurin na al'ada na LED nunin injiniya gyare-gyare da aikace-aikace na splicing.Shigar da duk-in-one kasuwar masana'antu inji yana nufin a kwance fadada R&D da kuma sababbin iyakoki na LED nuni masana'antu, kawo ƙarin hadewa da ci gaba a software da hardware fasaha.A lokaci guda, ya kuma kawo sababbin canje-canje a cikin tallace-tallacen da aka raba da kuma ma'anar tashoshi, yana ba da damar nunin LED don shiga cikin kasuwa mai gasa.
Wato baya ga babbar kasuwar da za a iya samu, na'urorin LED duk-in-daya suma suna da halayen kasancewa a sahun gaba a masana'antar LED ta fuskar fasaha, a tsaye da kuma a kwance.A gefe guda, nazarin fasahohin aikace-aikacen iri-iri na nunin LED da faɗaɗa nunin LED zuwa ƙananan nisa ba za a iya raba su da nau'in injunan LED duk-in-daya ba.Wannan kuma shine mabuɗin kalmar 'mafi rinjaye'.
LED duk-in-daya inji shi ne wakilin sabon fasaha, sabon aikace-aikace, sabon al'amurran da suka shafi, sabon kiri, da kuma sabon buƙatun a cikin LED kai tsaye nuni masana'antu, wanda za a iya ce an fi so da dubban mutane.Layout da riga-kafi na wannan kasuwa suma manyan wuraren da masana'antun masana'antu za su "kwace fa'idodin masana'antu na gaba".
Gasar don nunin LED kai tsaye da coding duk-in-daya inji
Bisa kididdigar da aka samu daga Lotu, kasuwar nunin kasuwancin cikin gida ta nuna koma baya a cikin 2022. Misali, a cikin 2022, kasuwar kwamfutar hannu mai mu'amala ta ragu da sama da 52% a shekara;Kasuwancin rarraba LCD da DLP na gargajiya ya ragu da kashi 34.9% ... Duk da haka, a ƙarƙashin jerin ƙarancin bayanai, bisa ga bayanan bincike na GGII, yawan jigilar kayayyaki na kasuwar LED na Sin gaba ɗaya a cikin 2022 ya wuce raka'a 4100. , ya karu da kashi 15% idan aka kwatanta da shekarar 2021, inda aka sayar da kusan yuan miliyan 950.
Daga cikin samfuran nunin kasuwanci gabaɗaya, injunan LED duk-in-daya sun kusan fice a cikin 2022. Wannan yana nuna cikakkiyar kyawun kasuwa na wannan samfurin fasaha.Masana'antar tana tsammanin nan gaba, yayin da farashin samfuran nunin LED masu tsayi a hankali ya ragu, za a buɗe ƙofar kasuwa don injunan LED duk a lokaci guda a cikin kasuwannin kasuwanci da kasuwannin mabukaci.Dangane da hasashen GGII, ana sa ran kasuwar MicroLED ta duniya za ta wuce dala biliyan 10 a cikin 2027. Daga cikin su, injunan LED duk-in-daya zasu zama nau'in samfur mai nauyi mai nauyi.
A cikin bitar kasuwancin fasahar Zhouming na shekara ta 2022 na kwamitin gudanarwa na shekara-shekara, an yi nuni da cewa, kananan allon nunin filayen LED, su ne kayayyakin da aka saba amfani da su a cikin shekarun da muke ciki da kuma masu zuwa, kuma sun bi tsarin “sabbin kirkire-kirkire → rarrabuwar kawuna → daidaitawa → daidaita ma'aunin nauyi. ".Farashinsu da farashinsu sun ragu a hankali, suna shigar da kewayon farashin kwatankwacin allo na LCD.Akwai damar da za a maye gurbin LCD fuska a cikin kasuwar rabo da kuma ƙara shigar azzakari cikin farji kudi nakananan farar LED nuni fuska.Dangane da wannan, masana masana'antu suna nazarin cewa maye gurbin LCD ta LED zai zama "raguwar raguwa mai girma", wato, cikakken buɗe babban ma'anar 100 zuwa 200 inch mai girma da babban ingancin babban nunin allo.Wannan shine ainihin ci gaba da haɓakawa na "layi mai ma'ana guda ɗaya" tare da ƙara yawan neman babban amfani a fasahar nunin LCD a cikin 'yan shekarun nan.
Binciken Lotu ya yi imanin cewa farashin samfuran LED tare da tazara daidai a halin yanzu suna cikin babban tsari na raguwa.Ana sa ran idan an kiyaye matsakaicin farashin yuan 20000 bayan shekarar 2024, tsakiyar layin shaharar samfurin na iya raguwa da samfuran tazara 1.2.Samfuran da ke kusa da wannan matsakaicin layin farashin a cikin 2022 samfura ne a matakin tazara na P1.8—- Ko dai matsakaicin tazara ya ci gaba da raguwa, ko matsakaicin farashin ya ragu, ko duka biyun na iya kasancewa cikin tsarin ƙasa: wannan canjin zai sauƙaƙe saurin haɓakawa. Tallace-tallacen ƙananan tazara LED duk-in-daya samfuran waɗanda suka fi kula da farashi kuma suna buƙatar alamun tazara mafi girma.
Musamman tun daga 2022, farashin masana'antar LED ya ci gaba da raguwa, ya zama muhimmin ƙarfin da ke haifar da haɓaka kasuwar samfuran gabaɗaya.Dangane da bayanai daga RendForce Chibang Consulting, adadin jigilar kayayyaki na shekara-shekara na kasuwar guntun nunin LED a cikin 2022 har yanzu yana ci gaba da haɓaka ƙimar 15%.Duk da haka, daga mahangar ƙimar fitarwa, saboda raguwar farashi mai mahimmanci, ma'auni na ƙimar fitarwa ya nuna ci gaba mara kyau.A halin yanzu, tun daga 2022, nunin LED ya ci gaba zuwa daidaitaccen tsarin ci gaba na manyan fasahohi guda huɗu: SMD, COB, MIP, da N-in-1.Kasuwancin in-in-one kasuwa zai ƙara sabon layin samfurin nau'in MIP a cikin 2023, yana ɗokin samar da ƙarin gasa da masu canjin farashi a matakin masana'antar tsari, da haɓaka haɓaka aikace-aikacen kasuwar masana'antu.
A cikin kasuwancin injunan LED duk-in-daya, wasu masana'antu a kasar Sin sun riga sun kasance cikin manyan matsayi.Misali, Rahoton Bincike na Ovi Cloud game da Kananan Taswirar LED Market a cikin kasar Sin a cikin 2022 ya nuna cewa iyayen kamfanin Qingsong Optoelectronics, SIYUAN, ya ci gaba da kiyaye matsayi na farko a kasuwar injunan LED ta gida tare da adadin tallace-tallace. da kaso 40.7% na kasuwa, kuma ya lashe matsayi na farko tsawon shekaru hudu a jere.Wannan ya samo asali ne saboda ci gaban samfuran Qingsong Optoelectronics da matsayin tushen hangen nesa a cikin taron da kasuwannin nunin ilimi.
Misali, Lehman Optoelectronics' ''Bincike akan Babban Scale Smart Conference Nuni Integrated Machine Technology'' da ayyukan ƙasa 150 an yi nasarar zaɓar su azaman Sabon Aikin Nuna Amfani da Bayanai na 2022.A lokaci guda, Lehman Optoelectronics shine jagora a kasuwa don manyan allon LED na gida.A cikin 2022, Lehman Optoelectronics ya jagoranci ƙaddamar da 163 inch 8K COB Micro LED ultra high definition home allon a duk duniya, yana ƙara shiga cikin babban kasuwar mabukaci na gida tare da samfuran nunin ma'ana mai ma'ana, da haɓaka haɓakar 8K matsananci na duniya. ma'anar tsarin sarkar masana'antar bidiyo.A cikin 'yan shekarun nan, Lehman Home Big Screen ya kafa nau'in tallan tallan tashoshi daban-daban na kan layi da na layi, ba kawai nunawa da haɓaka kayayyaki a cikin tashoshi na kan layi irin su JD da Tmall ba, har ma da kafa shagunan flagship guda 10 da cibiyoyin gwaji a Shenzhen, Guangzhou, Nanjing, Wuhan, Hangzhou, Chengdu, da sauran wurare.Da farko ya kafa tsarin "ƙarfin sabis na samfur" a cikin kasuwannin cikin gida.
Ko da, LED duk-in-daya inji sun jawo hankalin da yawa launi TV giants.Alal misali, Hisense zai shimfiɗa LED hadedde inji taron m nuni da kuma koyar da multimedia nuni kasuwa a 2022. Shan Hisense Vision Daya giant allo 136 inch LED duk-in-daya samfurin na'ura a matsayin misali, a matsayin sabon fasaha "sabon aiki" "Na samfuran nunin kayan fasaha na Hisense, yana ɗaukar manyan gine-gine na guntu mai sarrafa haske mai ƙarfi na ASIC da guntu ingancin hoton injin Hisense "Xin Xin", yana nuna aikace-aikacen fasahar nuni mai zaman kanta ta Hisense, kuma yana da takamaiman matakin gasa.A cikin 2022, Hisense ya ba da gudummawa sosai wajen sarrafa masana'antar masana'antar LED mai tasowa, Qianzhao Optoelectronics, yana nuna tsarin dabarun Hisense a cikin kasuwar nunin LED.
Ya zama yarjejeniya a cikin masana'antar nunin LED kai tsaye don haɓaka haɓaka kasuwannin aikace-aikacen nuni masu tasowa kamar micro LED, wanda injina-cikin-daya ke jagoranta.Yaƙin nan gaba a kusa da kasuwar injunan-in-daya yana cikin matakin "tseren".Babban shimfidar kasuwancin kasar Sin yana kama da fa'idarsu a cikin sarkar masana'antar LED ta duniya.Tare da injunan LED duk-in-daya a matsayin jagora, kamfanoni na kasar Sin tabbas za su fitar da ƙarin samfuran "ƙirƙirar Sinawa, mafita na Sinanci" don kasuwar nunin duniya a nan gaba.
Lokacin aikawa: Mayu-06-2023
