Izintengo ze-chip yezibani ze-LED ziyakhuphuka

Ngo-2022, isidingo somhlaba wonke seAmatheminali e-LEDyehle kakhulu, futhi izimakethe zokukhanyiswa kwe-LED nezibonisi ze-LED ziyaqhubeka nokuba budlabha, okuholela ekwehleni kwezinga lokusetshenziswa komthamo wemboni ye-chip ye-LED ekhuphuka nomfula, ukugcwala ngokweqile emakethe, kanye nokwehla kwezintengo okuqhubekayo. Ngokusho kwe-TrendForce, ukwehla kwenani nentengo kuholele ekwehleni konyaka okungama-23% ekuphumeni kwemakethe ye-chip ye-LED yomhlaba ngo-2022, ngamadola aseMelika ayizigidi eziyizinkulungwane ezingama-2.78 kuphela. Ngo-2023, ngokusimama kwemboni ye-LED kanye nokutholakala okusobala kwesidingo emakethe yokukhanyisa kwe-LED, kulindeleke ukuthi kuqhubekisele phambili ukukhula kwenani lokukhishwa kwe-chip ye-LED, elilinganiselwa ku-2.92 billion wamadola aseMelika.

Ukukhanyisa kwezentengiso kwe-LED kuwuhlelo lokusebenza olusheshayo olululamayo emakethe yokukhanyisa ye-LED iyonke. Ngokombono wohlangothi lokunikezela, iImboni yezibani ze-LEDingene emgodini kusukela ngo-2018, okuholela ekuphumeni kwamanye amabhizinisi amancane naphakathi nendawo. Amanye amabhizinisi ochungechunge olujwayelekile lokuhlinzeka ngezibani nawo aguqukile ukuze abonise nezinye izimakethe ezinenzuzo ephezulu, okuholele ekwehleni kokuhlinzeka kanye namazinga aphansi we-inventory.

Ngakho-ke, abanye abakhiqizi be-LED muva nje bathathe izinyathelo zokwenyusa intengo, ngokukhuphuka kwentengo okuyinhloko okugxile ekukhanyiseni ama-chips e-LED anendawo engaphansi kwama-300 mils (mils) ²) Le mikhiqizo elandelayo ye-chip yokukhanyisa amandla aphansi (okuhlanganisa) inokukhuphuka kwentengo okuphezulu kakhulu. , ngokunyuka okungaba ngu-3-5%; Osayizi abakhethekile bangakhuphuka ngokufika ku-10%. Njengamanje, opharetha bochungechunge lokunikezela nge-LED ngokuvamile banokuzimisela okuqinile kokunyusa amanani. Ngaphezu kwesidingo esikhulayo, abanye abakhiqizi be-chip ye-LED babhekana nomthwalo ogcwele wama-oda, futhi kukhona umkhuba wokwandisa izinto ezikhuphukile, ukuze kuncishiswe ukulahlekelwa futhi kunciphise ngenkuthalo ama-oda aphansi enzuzo eyisamba.

Abahlinzeki abakhulu bomhlaba wonke beAma-chips wokukhanyisa we-LEDzigxile eChina. Eminyakeni yamuva nje, njengoba ukuthuthukiswa komkhakha kukhula, abanye abadlali bamazwe ngamazwe baye baphoqeleka ukuthi bahoxe emakethe ye-chip ekhanyayo ye-LED. Abadlali be-chip baseShayina be-LED nabo banciphise ingxenye yebhizinisi labo le-chip ekhanyayo, futhi iningi labahlinzeki lisasele emakethe. Ibhizinisi labo le-chip yezibani ze-LED selisesimweni sokulahlekelwa isikhathi eside. Ukwenyuka kwentengo yama-chips okukhanyisa amandla aphansi emakethe yaseShayina kungokokuqala, futhi esikhathini esifushane, kuyisinyathelo esithathwa yimboni ukuthuthukisa inzuzo; Ngokuhamba kwesikhathi, ngokulungisa ibhalansi yesidingo sokuhlinzekwa kanye nokwandisa ukugxila kwezimboni, imboni izobuyela kancane kancane enqubweni evamile.


Isikhathi sokuthumela: Sep-22-2023