Muna 2021, indasitiri yeChina yeLED yakawedzera zvakare pasi pesimba rekutsiva kufambisa kweCCIDID, uye kutengeswa kunze kwenyika kwezvigadzirwa zve LED kwakakwira rekodhi.Kubva pamaonero eindasitiri link, mari yemidziyo yeLED uye zviwanikwa yakawedzera zvakanyanya, asi purofiti yeLED chip substrate, kurongedza, uye kushandisa kwave kutetepa, uye ichiri kutarisana nekumanikidzwa kukuru kwemakwikwi.

Tichitarisira kuna 2022, zvinotarisirwa kuti indasitiri yeChina ye LED icharamba ichichengetedza kukura kwepamusoro-kumhanya kaviri-madhijitari pasi pesimba rekuchinja shanduko, uye nzvimbo dzinopisa dzekushandisa dzichachinja zvishoma nezvishoma kune dziri kubuda maapplication senge smart lighting, diki-pitch. inoratidza, uye yakadzika ultraviolet disinfection.

Yekutanga Kutonga Kwemamiriro ezvinhu muna 2022

01 Iyo yekutsiva shanduko inoenderera, uye kudiwa kwekugadzira muChina kwakasimba.

Yakakanganiswa nerutsva rutsva rweCOVID, iyo yepasi rose LED indasitiri inoda kudzoreredza muna 2021 ichaunza rebound kukura.Mhedzisiro yekutsiva uye kuendesa indasitiri yenyika yangu yeLED inoenderera mberi, uye kutengesa kunze kwenyika muhafu yekutanga yegore kwakakwira rekodhi.

Kune rimwe divi, nyika dzakaita seEurope neUnited States dzakatangazve hupfumi hwadzo pasi pekurerutsa marongero emari, uye kudiwa kwekunze kwezvigadzirwa zve LED kwakawedzera zvakanyanya.Zvinoenderana nedatha kubva kuChina Lighting Association, muhafu yekutanga ya2021, China yekuvhenekesa mwenje chigadzirwa chakasvika 20.988 bhiriyoni emadhora ekuAmerica, kuwedzera kwe50.83% gore-pa-gore, ichiisa rekodhi rekodhi rekodhi rekodhi panguva imwe cheteyo.Pakati pavo, kutengeswa kuEurope neUnited States kwakaverengera 61.2%, kuwedzera kwe11,9% gore negore.

Nekune rimwe divi, hutachiona hwakakura hwakaitika munyika zhinji dzeAsia kunze kweChina, uye kudiwa kwemusika kwadzokera kubva pakukura kwakasimba muna 2020 kuenda padiki diki.Kubva pamaonero emugove wemusika wepasi rose, Southeast Asia yakadzikira kubva pa11.7% muhafu yekutanga ya2020 kusvika 9.7% muhafu yekutanga ya2021, West Asia yakadzikira kubva pa9.1% kusvika 7.7%, uye East Asia yakadzikira kubva pa8.9% kusvika 6.0 %.Sezvo denda rawedzera kurova indasitiri yekugadzira LED muSoutheast Asia, nyika dzakamanikidzwa kuvhara mapaki akawanda emaindasitiri, izvo zvakakanganisa zvakanyanya kugovera, uye mhedzisiro yekutsiva uye kuendesa indasitiri yeLED yenyika yangu yaenderera mberi.

Muhafu yekutanga ya2021, indasitiri yeChina yeLED yakanyatso gadzira gaka rekupa rakakonzerwa nedenda repasi rose, richiratidza zvakanakira nzvimbo dzekugadzira uye nzvimbo dzekutengesa.

Tichitarisira 2022, iyo indasitiri yepasi rose yeLED inotarisirwa kuwedzera kuwedzera kudiwa kwemusika pasi pesimba re "hupfumi hwepamba", uye indasitiri yeChina yeLED ine tarisiro pamusoro pebudiriro yekubatsirikana kubva mumhedzisiro yekutsiva.

Kune rimwe divi, pasi pesimba redenda repasi rose, huwandu hwevagari vari kubuda huri kudzikira, uye kudiwa kwemusika kwemwenje wemukati, kuratidzwa kwe LED, nezvimwe.

Nekune rimwe divi, matunhu eAsia kunze kweChina anomanikidzwa kusiya hutachiona uye kutora hurongwa hwekugarisana kwehutachiona nekuda kwehutachiona hwakakura, izvo zvinogona kutungamira mukudzokororwa uye kuwedzera kwedenda, uye kusava nechokwadi kwakanyanya pamusoro pekutangazve basa nekugadzira. .

CCID yekufunga tangi inofanotaura kuti China yeLED indasitiri inotsiva yekuchinjisa mhedzisiro ichaenderera mberi muna 2022, uye kugadzirwa kweLED uye kudiwa kunze kwenyika kucharamba kwakasimba.

02 Kugadzira purofiti inoramba ichidzikira, uye kukwikwidza kwemaindasitiri kwawedzera.

Muna 2021, mubairo wemubairo weChina wekurongedza kwe LED uye mashandisirwo achadzikira, uye kukwikwidza kwemaindasitiri kuchawedzera;huwandu hwekugadzira chip substrate kugadzira, zvishandiso, uye zvinhu zvichawedzera zvakanyanya, uye purofiti inotarisirwa kuvandudzwa.

Mu LED chip uye substrate link,mari yemakambani masere epamba akanyorwa inotarisirwa kusvika 16.84 bhiriyoni yuan muna 2021, gore negore kuwedzera kwe43.2%.Kunyangwe avhareji purofiti yemamwe makambani anotungamira yadzikira kusvika 0.96% muna 2020, nekuda kwekuvandudzwa kwekugadzirwa kwakakura, zvinotarisirwa kuti purofiti yemakambani eLED chip uye substrate ichawedzera kusvika pamwero wakati muna 2021. Sanan Optoelectronics LED bhizinesi gross profit margin inotarisirwa Shandura zvakanaka.

Mune LED kurongedza maitiro,mari yemakambani gumi epamba akanyorwa inotarisirwa kusvika 38.64 bhiriyoni yuan muna 2021, kuwedzera kwe11.0% gore negore.The gross profit margin yeLED packaging muna 2021 inotarisirwa kuenderera mberi netsika yekudzika muna 2020. Zvisineyi, nekuda kwekukura nekukurumidza mukubuda, zvinotarisirwa kuti purofiti yemakambani epamba ekurongedza ma LED muna 2021 icharatidza kuwedzera kudiki kwe inenge 5%.

Muchikamu chekushandisa che LED,mari yemakambani makumi mana nematatu emudzimba akanyorwa (kunyanya mwenje we LED) inotarisirwa kusvika 97.12 bhiriyoni yuan muna 2021, kuwedzera kwe18.5% gore negore;10 yavo ine negative net profits muna 2020. Sezvo kukura kwebhizimusi rekuvheneka kwe LED kusingakwanise kudzikamisa mutengo wekuwedzera, ma LED application (kunyanya maapplication ekuvhenekesa) achaderera zvakanyanya muna 2021, uye nhamba huru yemakambani ichamanikidzwa kuderedza kana kushandura. mabhizimisi echinyakare.

Muchikamu chemidziyo ye LED,mari yemakambani mashanu emudzimba akanyorwa inotarisirwa kusvika 4.91 bhiriyoni yuan muna 2021, gore negore kuwedzera kwe46.7%.Muchikamu chemidziyo yeLED, mari yemakambani matanhatu epamba akanyorwa inotarisirwa kusvika 19.63 bhiriyoni yuan muna 2021, gore negore kuwedzera kwe38.7%.

Tichitarisira kuna 2022, kuwedzera kwakasimba kwemitengo yekugadzira kuchadzvanya nzvimbo yekugara yemakambani mazhinji ekurongedza nekushandisa eLED muChina, uye pane maitiro akajeka emamwe makambani anotungamira kuvhara nekudzokera.Nekudaro, nekuda kwekuwedzera kwekudiwa kwemusika, michina yeLED uye makambani ezvenyama akabatsirwa zvakanyanya, uye chimiro chemakambani eLED chip substrate chakaramba chisina kushanduka.

Maererano neCCID think tank statistics, muna 2021, mari yemakambani e LED akanyorwa muChina ichasvika 177.132 bhiriyoni yuan, kuwedzera kwe21.3% gore negore;inotarisirwa kuchengetedza huwandu hwemadhiji maviri akakwira-kumhanya muna 2022, nehuwandu hwekubuda hunokosha hwe214.84 bhiriyoni yuan.

03 Investment mumashandisirwo ari kubuda yakura, uye kufarira kwekudyara kwemaindasitiri kuri kuwedzera.

Muna 2021, nzvimbo zhinji dziri kusimukira dzeindasitiri yeLED dzichapinda munhanho yekukurumidza maindasitiri, uye kuita kwechigadzirwa kucharamba kuchigadziriswa.

Pakati pavo, iyo photoelectric inoshandura kushanda kweUVC LED yakapfuura 5.6%, uye yakapinda muhombe-nzvimbo yemhepo sterilization, dynamic water sterilization, uye yakaoma pamusoro pekutengesa misika;

Nekuvandudzwa kwetekinoroji yepamusoro senge mwenje wemberi, kuburikidza-mhando taillights, HDR mota kuratidza, uye ambient mwenje, mwero wekupinda kwemotokari maLEDs unoramba uchikwira, uye kukura kwemusika we LED kunotarisirwa kudarika gumi muzana muna 2021;

Kunyoreswa zviri pamutemo kwekurimwa kwezvirimwa zvakakosha zvehupfumi muNorth America kunosimudzira kufarirwa kwemwenje wemwenje we LED.Musika unotarisira kuti kukura kwepagore kwemusika wemwenje wemwenje we LED uchasvika makumi matatu muzana muna 2021.

Parizvino, diki-pitch LED yekuratidzira tekinoroji yakazivikanwa nevagadziri vemichina yakakwana uye yakapinda nekukurumidza kugadzirwa kwemazhinji chiteshi.Kune rimwe divi, Apple, Samsung, Huawei uye vamwe vagadziri vemichina vakakwana vakawedzera mitsara yavo yeMini LED backlight chigadzirwa, uye vagadziri veTV vakaita seTCL, LG, Konka nevamwe vakaburitsa zvakanyanya-yekupedzisira Mini LED backlight TVs.

Kune rimwe divi, inoshanda mwenje-emitting Mini LED mapaneru akapindawo muchikamu chekugadzira huwandu.Muna Chivabvu 2021, BOE yakazivisa kugadzirwa kwakawanda kwechizvarwa chitsva chegirazi-yakavakirwa inoshanda Mini LED mapaneru ane kupenya-kwepamusoro kupenya, kusiyanisa, ruvara gamut, uye seamless splicing.

Tichitarisira 2022, nekuda kwekudzikira kwepurofiti yemagetsi echinyakare ma LED maapplication, zvinotarisirwa kuti makambani mazhinji achatendeukira kukuratidzira kwe LED, mota dze LED, ultraviolet LED uye mamwe maapplication.

Muna 2022, iyo itsva yekudyara muindasitiri yeLED inotarisirwa kuchengetedza chiyero chazvino, asi nekuda kwekutanga kuumbwa kweiyo makwikwi pateni mundima yekuratidzira ye LED, zvinotarisirwa kuti iyo itsva mari inoderera kune imwe nhanho.