Ku-2019-1911 edlule, "kwakudabukisa" ikakhulukazi kwabakwa-I-LEDimboni, ikakhulukazi emkhakheni we-LED chips. Umthamo ophakathi nendawo nesiphetho esisibekele kanye namanani anciphayo ambozwe ezinhliziyweni zabakhiqizi bama-chip.

Idatha yocwaningo ye-GGII ibonisa ukuthi isikali sesilonke sama-chips e-LED waseChina singama-yuan ayizigidi eziyizinkulungwane ezingama-23.8 ngo-2019 kanye namayuan ayizigidi eziyizinkulungwane ezingama-27 ngo-2020. Uchungechunge lwemboni ye-LED luzongena esikhathini sokukhula kwesivinini esiphansi eminyakeni embalwa ezayo.

Ngo-2019, umthamo we-chip wawubucayi futhi izinga lokukhiqiza laliphansi kakhulu. Amanye amabhizinisi aya ku-inventory futhi anciphisa amanani, futhi intengo yehle ngo-30-50%. Amabhizinisi amaningi e-LED chip anciphisa inzuzo yawo ngohhafu noma alahlekelwa imali.

Idatha yezinzuzo nayo ifakazela lokhu. Ngokombono wabanye abakhiqizi abakhulu bama-chip abafana ne-San'an optoelectronics, i-Aoyang Shunchang, i-jucan optoelectronics, i-Huacan optoelectronics, i-Qianzhao optoelectronics ne-Shilan micro, edalule umbiko wonyaka ka-2019 kanye nesibikezelo sokusebenza sika-2019, inzuzo yonke yehle yaba ngamazinga ahlukahlukene. -ngonyaka.

Kodwa-ke, lapho bebhekene “nenhlekelele” yemakethe yama-chip, amabhizinisi nawo enze amalungiselelo ahambisanayo, athuthukisa ukwakheka komkhiqizo wawo ngokulandelana, futhi enza imizamo yokusebenzisa izingxenye zemakethe.