Ukutholwa sekukonke kwemakethe yezicelo zezibani ezijwayelekile ze-LED kanye nokwenyuka okuqhubekayo kwesidingo semakethe ye-niche kwenze ukukhanya okujwayelekile kwe-LED yomhlaba wonke, ukukhanyisa kwezitshalo ze-LED kanye nokukhanyisa okuhlakaniphile kwe-LED kungenise amazinga ahlukahlukene okukhula kusayizi wemakethe kusukela ngo-2021 kuya ku-2022.
Ukubuyiselwa okubalulekile ekufuneni okujwayelekile kwemakethe yokukhanyisa
Ngokusakazwa kancane kancane kwemithi yokugoma emazweni ahlukahlukene, umnotho wemakethe usuqalile ukusimama.Kusukela ku-1Q21, isidingo semakethe yezibani ezijwayelekile ze-LED sesiluleme kakhulu.Kulinganiselwa ukuthi imakethe yezibani ze-LED yomhlaba wonke izofinyelela kuma-dollar ayizigidi eziyizinkulungwane ezingama-38.199 ngo-2021, ngezinga lokukhula lonyaka lika-9.5%.
Umfutho oyinhloko wokukhula kwemakethe yezibani jikelele uqhamuka ezintweni ezine:
1. Ngokusakazwa kancane kancane kwemithi yokugoma emazweni ahlukahlukene, umnotho wemakethe uye wasimama kancane kancane, ikakhulukazi kwezohwebo, ngaphandle, kanye nezibani zobunjiniyela.
2. Intengo yemikhiqizo yokukhanyisa i-LED ikhuphukile: Ngengcindezi yokukhuphuka kwezindleko zempahla eluhlaza, abakhiqizi bomkhiqizo wokukhanyisa bayaqhubeka nokwenyusa amanani entengo ngo-3-15%.
3. Ngokusekelwa kwezinqubomgomo zokonga ugesi nezokunciphisa ukungcola emazweni ahlukahlukene emhlabeni wonke, ukuze kufezwe umgomo "wokungathathi hlangothi kwekhabhoni", amaphrojekthi wokonga ugesi we-LED aqalisiwe kancane kancane, futhi izinga lokungena kwe-LED. ukukhanya kuye kwaqhubeka nokwanda.Ngo-2021, izinga lokungena emakethe yezibani ze-LED lizokhuphuka lifinyelele ku-57%.
4.Ngaphansi kwesimo sobhubhane, abakhiqizi bezibani ze-LED bayasheshisa ukuthunyelwa kwabo ekufiphaleni okuhlakaniphile kwedijithali nokulawula izibani.Esikhathini esizayo, imboni yokukhanyisa izophinde inake kakhulu ukuhlelwa kwemikhiqizo yokukhanyisa exhunyiwe kanye nenani elengeziwe elethwa ukukhanya kwempilo yomuntu.
Amathemba emakethe yokukhanyisa izitshalo anethemba elikhulu
Ithemba lemakethe lokukhanya kwezitshalo ze-LED linethemba elikhulu.Ngo-2020, imakethe yezibani zezitshalo ze-LED emhlabeni wonke izokhula ngo-49% ngonyaka ukuze ifinyelele kuma-dollar ayizigidi eziyizinkulungwane eziyi-1.3.Ilinganiselwa ezigidini eziyizinkulungwane ezingama-4.7 zamadola aseMelika ngo-2025, kanti izinga lokukhula kwenhlanganisela ukusuka ku-2020 kuya ku-2025 lingama-30%.Ihlukaniswe kakhulu zibe izisusa ezimbili ezinkulu zokukhula:
1. Ngokuqhutshwa yinqubomgomo, ukukhanya kwezitshalo ze-LED eNyakatho Melika kuye kwanwetshwa ezimakethe zokuzilibazisa zensangu kanye nezimakethe zokutshala insangu yezokwelapha.
2. Ukushintshashintsha kwesimo sezulu esibi kakhulu kanye nezici zobhubhane ziye zagqama kakhulu ukubaluleka kwabathengi ekuphepheni kokudla kanye nokukhiqizwa kwezitshalo endaweni kanye nokuhlinzekwa, ngaleyo ndlela kuqhubekisela phambili isidingo semakethe yabalimi bezolimo semifino enamaqabunga, ama-strawberry, utamatisi nezinye izitshalo.
Emhlabeni jikelele, amazwe aseMelika kanye ne-EMEA yizindawo ezinesidingo esikhulu kakhulu sokukhanyisa izitshalo, futhi kulindeleke ukuthi ziphendule ku-81% ngo-2021.
Emazweni aseMelika: Phakathi nalolu bhubhane, iNyakatho Melika iye yasheshisa inqubo yokususa ukuvinjelwa kwensangu, okubambe iqhaza elikhulu ekukhuthazeni isidingo sokukhanyisa izitshalo.Amazwe aseMelika azoqhubeka nokugcina inkambiso yokukhula ngokushesha eminyakeni embalwa ezayo.
I-EMEA: I-Netherlands, i-United Kingdom kanye namanye amazwe ase-Europe akumela ngenkuthalo ukusungulwa kwezimboni zezitshalo futhi ahlongoza izinqubomgomo zoxhaso ezifanele ukuze kukhuliswe ukuzimisela kwabalimi bezolimo.Bakhe izimboni zezitshalo eYurophu ukuze bandise isidingo sokukhanyisa izitshalo.Ukwengeza, isifunda saseMpumalanga Ephakathi esimelwe yi-Israel kanye neTurkey, kanye nesifunda sase-Afrika esimelwe yiNingizimu Afrika, bebelokhu bekhulisa isivuno sabo sezolimo ngenxa yokuqina kwezimo zesimo sezulu, futhi kancane kancane bakhulisa utshalomali kwezolimo.
I-APAC: Ngokuphendula i-COVID-19 kanye nezidingo zemakethe yezolimo yendawo, izimboni zezitshalo zaseJapan zithole ukunakwa okusha, zithuthukisa izitshalo ezinomnotho ophezulu njengemifino enamaqabunga, ama-strawberry namagilebhisi.Ukukhanyisa izitshalo e-China naseNingizimu Korea kuyaqhubeka nokushintshela ekutshalweni kwezitshalo ezinomnotho ophezulu njengezinto zokwelapha zaseShayina kanye ne-ginseng ukuze kuthuthukiswe izinzuzo zezomnotho zemikhiqizo yazo.
Izinga lokungena kwezibani zasemgwaqweni ezihlakaniphile liyaqhubeka nokukhula
Ukuze kuncishiswe izinkinga zezomnotho, ohulumeni bamazwe ahlukahlukene baye bandisa ukwakhiwa kwengqalasizinda, okuhlanganisa iNyakatho Melika neChina.Imigwaqo iyingxenye enkulu yezindleko zokutshala izimali kwingqalasizinda yomphakathi.Ngaphezu kwalokho, njengoba izinga lokungena kwezibani zasemgwaqweni likhula futhi intengo ikhuphuka, kulinganiselwa ukuthi ukuhlakanipha kuzoba ngo-2021. 2020-2025 izoba ngu-14.7%, ephakeme kunesilinganiso esijwayelekile sokukhanyisa.
Okokugcina, ngokombono wemali engenayo yabakhiqizi bokukhanyisa, nakuba i-COVID-19 yamanje isaletha ukungaqiniseki okuningi ekuthuthukisweni komnotho womhlaba, isesengozini.Abakhiqizi abaningi bezibani bamukela kancane kancane "imikhiqizo yokukhanyisa" + "isistimu yedijithali" ukukhanya kobuchwepheshe Isixazululo sinikeza isipiliyoni sokukhanyisa esinempilo, esihlakaniphile nesilula, futhi siyaqhubeka nokuletha umfutho wokukhula ozinzile ekukhuleni kwemali engenayo yabakhiqizi bokukhanyisa.Kulindeleke ukuthi imali engenayo yabakhiqizi bokukhanyisa izokhombisa ukukhula konyaka okungu-5-10% ngo-2021.
Isikhathi sokuthumela: Sep-09-2021