Kev ruaj khov rau qhov zoo, LED zaub kev lag luam tau hla lub ntsiab lus tig
Tso lus
Txij li xyoo 2023, kev lag luam tso saib "mob siab" tseem qis dua. Txawm li cas los xij, Kev lag luam qhov kev pom zoo ntau dua yog: LED zaub tau hla hauv qab xyoo 2022, thiab kev nce qib tau tsim tiav!
Thawj peb lub hlis twg ntawm qhov teeb meem "structural".
Hauv xyoo 2022, kev lag luam khoom lag luam hauv tsev tau nce zuj zus hauv qhov ntim thiab tus nqi. Txawm hais tias nyob rau hauv cov khoom me me thiab lwm cov khoom lag luam tawm, muaj kev kub ceev pib ntawm kev lag luam tawm txawv teb chaws, kev lag luam tag nrho "los ntawm cov nti, ntim rau hauv lub davhlau ya nyob twg" ntawm cov nyiaj seem yog tseem pom tseeb heev. Kev lag luam kuj tau coj mus rau lwm qhov "tus nqi poob qis" txheej txheem.
Hauv thawj peb lub hlis twg ntawm 2023, qhov kev xav no txuas ntxiv tag nrho. Hauv thawj peb lub hlis twg ntawm 2023, kev muag khoom ntawm cov khoom lag luam me me hauv Suav teb loj tau mus txog 2.9 billion yuan, nqis 12.8% piv rau tib lub sijhawm hauv 2022; cheeb tsam shipping mus txog 203, 000 square meters, nce 4.4% xyoo-rau-xyoo; tus nqi nruab nrab ntawm chav tsev poob rau 14,200 yuan / square meter.
Tom qab qhov nce hauv cheeb tsam kev lag luam thiab txo qis hauv kev muag khoom yog qhov tseeb tias tus nqi nruab nrab yog nyob ntawm "keeb kwm qis". Nyob rau tib lub sijhawm, los ntawm lub caij nplooj ntoos hlav Festival hnub so thiab lwm yam kev cai, Lub Kaum Ob Hlis 2022 txog Lub Ib Hlis Ntuj xyoo no, kev sib kis kab mob thiab lwm yam tshwj xeeb ua ke, kev lag luam raws li tus nqi qis, txwv nce hauv cheeb tsam muag (4.4%).
Tib lub sijhawm, kev lag luam thoob ntiaj teb xav tau. Ntawm ib sab, kev loj hlob ntawm cov ntawv thov LED tshiab hauv kev ua lag luam thoob ntiaj teb hauv 2022 yog qhov muaj txiaj ntsig zoo, ua rau muaj qee qhov txiaj ntsig siab, kev lag luam xav kom nce inertia, kev cog qoob loo hauv xyoo 2023. Tab sis ntawm qhov tod tes, United Lub xeev-coj kev lag luam tsim nyob rau hauv nruab nrab thiab tom qab ib feem ntawm cov paj laum lub voj voog, siab dua US duas thiab lwm cov txiaj ntsig thoob ntiaj teb kev sib pauv, yog khi ua rau muaj kev cuam tshuam tsis zoo rau kev lag luam thoob ntiaj teb, uas ua rau cuam tshuam kev loj hlob ntawm cov khoom lag luam hauv lub ntiaj teb. sab neeg siv khoom.
Vim yog cov teeb meem ntawm cov qauv saum toj no, hauv thawj peb lub hlis twg ntawm 2023, nws tuaj yeem hais tias kev lag luam LED tau "tsis zoo": lub sijhawm no yog nyob rau hauv kev lag luam thoob ntiaj teb thiab kev lag luam hauv tsev tau nce ob npaug kev cia siab, sau ntau "siab thiab txhawj xeeb. ".
Lub quarter thib ob ntawm kev ua lag luam yog ib qho kev txhim kho, kev loj hlob ob tus lej tuaj yeem xav tau: 2023 LED zaub ua lag luam rau lub Peb Hlis, tshwj xeeb tshaj yog tom qab lub Plaub Hlis txog Lub Tsib Hlis, kev lag luam hauv tsev hloov tshiab. Tshwj xeeb, "cov qauv nthuav dav nrawm nrawm". Nws tau tshaj tawm tias txij lub Peb Hlis txog Lub Tsib Hlis, kev lag luam lub taub hau hom kev loj hlob yog ze rau lossis ntau dua 15%, lossis txawm tias nce mus txog 20%, thiab kev lag luam kev lag luam rov qab mus rau nruab nrab kev loj hlob yuav tsum tau ua.
Ntawm lawv, qhov tseem ceeb uas sawv cev rau kev txhim kho kev lag luam kev loj hlob yog "kev lag luam thaum ntxov lub Tsib Hlis, muaj nthwv dej ntawm tus nqi nce". Xws li cov khoom nruab nrab thiab qis qis yog qee tus nqi nce. Qhov no sawv cev rau kev hloov mus rau sab khoom ntawm kev ua lag luam kom tau txais txiaj ntsig ntawm qhov sib npaug ntawm cov khoom siv thiab kev xav tau. Hauv qhov no, kev hloov pauv tseem ceeb hauv kev lag luam hauv tsev thiab txawv teb chaws yog:
Ua ntej, kev thov hauv tsev tau pib nkag mus rau "kev sib kis" rov qab los. Hauv particular, lub Tsib Hlis Ntuj mus ncig ua si cov neeg coob coob tau tsim cov ntaub ntawv siab, hauv kev lag luam cov neeg siv khoom sawv cev ntawm LED ncaj qha kev lag luam xav tau xaus rau lub zog muaj zog thiab kev ntseeg siab. Txiav txim siab qhov tshwm sim ntawm kev hloov pauv hauv kev ua lag luam. Ntawd yog, yav dhau los "rov qab los tom qab muaj kev sib kis" yog "cia siab"; tab sis nyob ib ncig ntawm lub Tsib Hlis, qhov kev cia siab no dhau los ua "kev ua tiav".
Thib ob, nyob rau hauv kev ua lag luam thoob ntiaj teb, yav dhau los kev txhawj xeeb txog qhov xwm txheej macroeconomic yog yaj. Hauv Tebchaws Europe thiab Asmeskas kev lag luam, lawv cov tswj hwm nyiaj txiag tau cuam tshuam thiab tiv thaiv cov tuam txhab nyiaj txiag muaj kev pheej hmoo, xws li Silicon Valley Bank, raws sijhawm thiab muaj zog, thiab kev lag luam macroeconomic hauv qab tawm lub teeb liab hauv cov teb chaws tsim tawm yog qhov tseeb. Nyob rau tib lub sijhawm, ntau lub tebchaws tsim, tshwj xeeb tshaj yog nyob rau hauv Asia, Africa, thiab Latin America, nyob rau hauv qhov kev sib tw ntawm Teb Chaws Asmeskas cov paj laum lub voj voog tau pom tias muaj kev ruaj ntseg nyiaj txiag ntau dua li qhov xav tau. Qhov no muab lub hauv paus ruaj khov rau LED cov khoom lag luam txuas ntxiv kom muaj kev loj hlob zoo sib xws hauv kev lag luam thoob ntiaj teb xyoo 2022.
"Nws tuaj yeem hais tau tias nyob ib puag ncig lub Plaub Hlis, cov xwm txheej tsis zoo hauv kev lag luam hauv tsev thiab thoob ntiaj teb tau nkag mus rau theem ntawm kev txo qis, thiab ob qho tib si micro thiab macro lag luam tau txuas ntxiv qhib." Cov kws tshaj lij kev lag luam tau hais tias kev ua lag luam hauv lub quarter thib ob, "kev ntseeg siab rov qab qhov xwm txheej yog dhau qhov kev cia siab." Qhov no kuj yog ib qho ntawm cov yuam sij txhawb rau kev lag luam tshwm sim hauv lub Tsib Hlis kom nce nqi.
Cov qauv kev thov hloov pauv loj heev, thiab kev lag luam dav dav pib qhov xav tau rau "tus nqi qis"
Txij li thaum 2023, nyob rau hauv lub domestic thiab txawv teb chaws LED zaub ua lag luam lwm qhov "tseem ceeb" sib xws hloov pauv yog "cov khoom uas tsis muaj nqi accounted rau" yog nce. Tshwj xeeb, hauv kev ua lag luam thoob ntiaj teb, qhov kev thov rau cov khoom lag luam qis tau loj hlob sai dua rau cov khoom lag luam siab.
Nyob rau hauv no hais txog, ntawm ib sab, kev lag luam tsom xam hais tias lub ntiaj teb no macroeconomic thiab kev cia siab ntawm cov neeg siv khoom yog tseem nyob rau hauv ib tug "theem qis", peb yog "tsawg ntseeg" nyob rau hauv lub neej yav tom ntej kev lag luam tiam sis nyob rau hauv luv luv. Qhov no kuj ua rau cov neeg siv khoom puas siab puas ntsws nyiam cov kev daws teeb meem uas tsis muaj nqi; nyob rau hauv kev muaj tiag, buyers 'pob nyiaj siv kuj yog ntau compact thiab xav tau cov khoom uas tsis muaj nqi.
Hauv kev ua lag luam hauv tsev, cov ntaub ntawv qhia tau hais tias xyoo 2022, qhov loj tshaj plaws ntawm cov qauv kev thov rau cov khoom lag luam, kev lag luam feem ntau tau nce mus rau 16.6%, tab sis tsuas yog 10.6% hauv thawj peb lub hlis twg ntawm lub xyoo no. Ntawm lawv, cov khoom lag luam suav txog ntau dua 40%.
Hauv kev ua lag luam thoob ntiaj teb, lub ntiaj teb thib peb lub teb chaws, nws tus kheej hauv cov khoom lag luam qis, cov nqi qis ntawm qhov kev thov yog pom tseeb dua; Tebchaws Europe thiab Tebchaws Asmeskas kev ua lag luam, nrog lub suab me me LED thiab lwm yam khoom lag luam tawm, kev ua lag luam mus rau qhov nrov ntawm qhov txuas ntxiv, qhov kev faib ua feem ntawm cov khoom lag luam qis kuj tseem nce sai - tag nrho pib ntawm kev lag luam txawv teb chaws los ntawm high- kawg, tam sim no nce mus rau Lub zuag qhia tag nrho pib ntawm kev lag luam txawv teb chaws yog los ntawm high-end, thiab tam sim no nce mus rau universal, kev loj hlob sai ntawm kev lag luam xav tau nyob rau hauv cov nqi qis kawg yog txoj cai inevitable.
Hauv qhov no, kev lag luam ntseeg hais tias qhov no tsis yog "tus neeg siv khoom txo qis": vim tias qhov kev thov siab ntawm cov khoom lag luam txawv teb chaws tseem muaj ntau heev; kev lag luam hauv teb chaws xav tau cov khoom lag luam tshiab "technology high-end" tseem nce - - hloov, qhov no yuav tsum yog kev ua lag luam kom nce cov khoom lag luam ntxiv. -Xwb, qhov no yuav tsum yog qhov pib ntawm kev nthuav dav ntxiv rau kev ua lag luam thiab rhuav tshem daim ntawv thov lub fwj. Ntau qhov nrov thiab ntau qhov kev thov rau LED ncaj qha kev lag luam yog xov xwm zoo. Tshwj xeeb, raws li tus thawj coj thoob ntiaj teb hauv kev teev thiab kev ncaj ncees ntawm kev lag luam saw, Tuam Tshoj cov lag luam yog undoubtedly kev sib tw hauv cov lag luam qis thiab nruab nrab. Ntawd yog, lub ntiaj teb me me-pitch LED cov txheej txheem nrov, yog khi ua lub sijhawm sib faib dej hiav txwv xiav rau Tuam Tshoj cov lag luam.
Los ntawm kev txhim kho keeb kwm ntawm LED zaub kev lag luam, kuj tseem muaj cov txheej txheem txuas ntxiv ntawm kev txhim kho thev naus laus zis, kev ua tau zoo, tib theem ntawm cov cuab yeej technology, cov khoom lag luam maj mam txo qis, thiab qhov nrov ntawm cov txheej txheem. Qhov no yog txoj cai ntawm kev lag luam xav tau, tab sis kuj yog txoj cai ntawm kev muab khoom-sab technology. Qhov no tseem ua rau, nyob rau lub sijhawm tom ntej, yuav ua li cas muab cov khoom zoo dua ntawm tus nqi qis tau dhau los ua qhov kev sib tw loj.
Piv txwv li, tus nqi ntawm cov khoom COB tau poob qis heev txij li thaum 2022-2023. Qhov no tau tsav kev hloov pauv sai ntawm cov txheej txheem ib txwm ua rau cov txheej txheem COB txhim khu kev qha rau cov khoom lag luam saum toj no. Nqa cov khoom lag luam zoo dua thiab cov kev daws teeb meem rau kev ua lag luam. Nws kuj tau dhau los ua ib qho kev pom zoo ntawm cov tuam txhab kev lag luam los txhim kho cov peev txheej ntawm tag nrho cov khoom lag luam COB.
Cov kab khoom tau dhau los ua ntau thiab ntau "ua tiav", thiab kev sib tw yav tom ntej tsom rau qhov ntsuas thiab tus nqi.
Cov ntaub ntawv tseem qhia tau hais tias LED zaub ua lag luam, tshwj xeeb tshaj yog me me-pitch LED kev lag luam xav tau qauv kuj hloov: nyob rau hauv thawj peb lub hlis twg ntawm 2023, lub me me-pitch LED zaub nyob rau hauv lub video sib tham scene nyob rau hauv ze li ntawm ib nrab ntawm cov ntawv thov, accounting rau 46% yog '; cov ntaub ntawv tso tawm yog tsuas yog siv rau cov ntaub ntawv kev pabcuam, kev nthuav qhia, kev tshaj tawm xov xwm, suav txog 34%; cov tsoos hais kom ua / saib xyuas daim ntawv thov saturation yog qhov siab siab, shipping cheeb tsam kev lag luam sib koom ntawm tsawg dua 20% ...... cov ntawv thov tshiab, cov ntawv thov muaj tswv yim tseem suav nrog qhov txwv tsis pub.
Tam sim no me me-pitch LED zaub tau ua tiav ntau lawm, thiab cov khoom siv saum toj no, tshwj xeeb tshaj yog cov khoom lag luam loj, tau nyob hauv pixel pitch Performance index "ncaj mus rau LCD", hauv kev muab kev daws teeb meem rau cov zaub loj, tuaj yeem ua tau raws li yuav luag txhua yam kev xav tau. Hauv qhov no, cov kws tshaj lij kev lag luam hu nws "kev sib tw saturation ntawm cov cim tseem ceeb".
Hauv cov ntsiab lus no, yuav ua li cas txhawm rau txhim kho cov khoom lag luam sib txawv ntawm cov khoom lag luam "kev ua tau zoo, tus nqi" kev sib tw, thiab tom qab ntawd tau txais kev lag luam loj dua, tau dhau los ua txoj haujlwm tseem ceeb ntawm kev lag luam kev lag luam. Kev txhim kho ntawm cov txheej txheem ntau lawm, sim cov txheej txheem ntim khoom tshiab, kev siv cov mini / micro LED chips, txhim kho qhov ntsuas thiab qib kev txawj ntse tau dhau los ua kev xaiv. Xws li cov qauv kev sib tw ua tau zoo heev rau kev nthuav dav ntawm kev lag luam cov neeg siv khoom lag luam: txaus nplua nuj nyob rau hauv kev siv tshuab thiab cov ntsiab lus sib tw tsom rau kev txo nqi yog lub hauv paus rau kev loj hlob ntxiv hauv kev lag luam kev lag luam loj.
Txhawm rau ua kom tiav, hauv thawj ib nrab ntawm 2023, "kev ntseeg siab" ntawm LED zaub kev lag luam tau hloov los ntawm "kev ntshai" hauv thawj peb lub hlis twg mus rau "kev ntseeg siab thiab qhov tseeb" hauv lub quarter thib ob. Peb cia siab tias cov neeg siv khoom lag luam hauv tsev rau cov khoom siv me me yuav ncav cuag 18.8 billion yuan hauv 2023, nce 13.6% xyoo-rau-xyoo; cheeb tsam shipping yuav ncav cuag 1.09 lab square meters, nce 17% xyoo-rau-xyoo. Kev lag luam tau hla lub trough uas tau pib hauv 2022 thiab nkag mus rau lub voj voog nce siab tshiab nrog qhov hloov pauv tau meej heev. --Txog ntawm 2023 yog tsim nyog tos rau!