Ukuthinteka umthelela womjikelezo omusha we-Covid-19, ukululama kwesidingo semboni ye-LED ye-Global LED ngo-2021 kuzoletha ukukhula kokucima. Umphumela wokufakwa esikhundleni semboni yezwe lami le-LED uyaqhubeka, futhi uthumele engxenyeni yokuqala yonyaka washaya irekhodi eliphakeme. Ngibheke phambili ku-2022, kulindeleke ukuthi ukufunwa kwemakethe kwemboni ye-LED yomhlaba wonke kuzokwengeziwe ngaphansi kwethonya lomnotho "wezomnotho wasekhaya", futhi imboni ye-Chinese Led "izozuza umphumela wokudluliselwa esikhundleni. Ngakolunye uhlangothi, ngaphansi kwethonya lobhubhane lomhlaba wonke, izakhamizi zaphuma kancane, futhi izimakethe zesibani sokukhanyisa ngaphakathi, ukuboniswa, njll. Kuqhubeke ukukhuphuka, ukujova ubungqabavu embonini ye-LED. Ngakolunye uhlangothi, izifunda zase-Asia ezinye ze-China ziphoqelekile ukuthi zilahlile ukukhishwa kwegciwane futhi zamukele inqubomgomo yegciwane legciwane ngenxa yezifo ezinkulu, ezingaholela ekuphindekeleni nasekuwohlokeni kwesimo se-epidemion futhi kwandiswe ukungaqiniseki kokuqala kabusha komsebenzi nokukhiqizwa. Kulindeleke ukuthi umphumela wokufakwa esikhundleni semboni ye-LED yaseChina uzoqhubeka ngo-2022, futhi ukukhiqizwa okuholwa kanye nokuthenga kwamanye amazwe kuzohlala kuqinile.
Ngo-2021, ama-margins wenzuzo eChina ahanjiswa nge-LED kanye nezixhumanisi zohlelo lokusebenza zizoncipha, futhi umncintiswano wezimboni uzoba aqine kakhulu; Umthamo wokukhiqiza wokukhiqiza ama-chip substrate, imishini, kanye nezinto zokwakha kuzokhuphuka kakhulu, futhi inzuzo kulindeleke ukuthi ithuthukise. Ukwanda okuqinile kwezindleko zokukhiqiza kuzonciphisa isikhala esiphilayo sokufakwa kwamaphakeji amaningi kanye nezinkampani zohlelo lokusebenza eChina, futhi kukhona umkhuba osobala wezinkampani eziholayo ukuvala phansi ujike. Kodwa-ke, ngenxa yokwanda kwesidingo semakethe, imishini ye-LED kanye nezinkampani ezibonakalayo ziye zazuza kakhulu, futhi isimo se-Quo ye-LED Chip Substrate Izinkampani zihlale zingashintshile.
Ngo-2021, amasimu amaningi asafufusa embonini ye-LED azongena esiteji sokuthuthukiswa kwezimboni okusheshayo, kanye nokusebenza komkhiqizo kuzoqhubeka ukulungiswa. Njengamanje, ubuchwepheshe bokuboniswa kwamaphimbo amancane aholwa nguMshini Wokuhwebelana futhi ufake isiteshi sokuthuthukiswa kokukhiqizwa okusheshayo. Ngenxa yokwehla kwenzuzo yezinhlelo zokusebenza zokukhanyisa zendabuko ze-LED, kulindeleke ukuthi izinkampani eziningi ziphendukele ekubonisweni kwe-LED, i-LED yezimoto, ama-UV aholwa kanye nezinye izinkambu zohlelo lokusebenza. Ngo-2022, ukutshalwa kwezimali okusha embonini ye-LED kulindeleke ukuthi kugcinwe isikali samanje, kepha ngenxa yokwakheka kokuqala kwephethini yokuncintisana kwinkambu yokubonisa ye-LED, kulindeleke ukuthi ukutshalwa kwemali okusha kuzokwehla ngezinga elithile.
Ngaphansi kobhubhane olusha lwe-Crown Pneumonia, ukuzimisela komkhakha womhlaba wonke ukutshala imali sekwehlile kukonke. Ngaphansi kwesizinda se-Sino-US Trade Friction kanye nokwazisa ngesilinganiso sokushintshana kwe-RMB, inqubo ezenzakalelayo yamabhizinisi aholwa yi-LED isheshise futhi ukuhlanganiswa okujulile komkhakha sekuyinto entsha. Ngokuvela njalo kokugqagqana kanye nokuncipha kwenzuzo embonini ye-LED, abakhiqizi be-International LED bavame ukuhlanganiswa futhi bahoxisiwe eminyakeni yamuva nje, futhi ingcindezi yokusinda kwamabhizinisi aholwa yi-LED yezwe lami iye yanda kakhulu. Yize amabhizinisi aholwa yizwe lami athole kabusha ukuthunyelwa kwamanye amazwe ngenxa yokufakwa esikhundleni sokudluliselwa esikhundleni, ngokuhamba kwesikhathi, akunakugwemeka kangangokuba umkhakha wokuthumela kwelinye izwe aphesheya kwamanye amazwe uzobhekana nenkinga yokugqagqana.
Intengo ekhuphukayo eluhlaza eluhlaza iholele ekuguquguqukeni kwamanani emikhiqizo ye-LED. Okokuqala, ngenxa yomthelela wobhubhane olusha lwe-Crown Pneumonia, umjikelezo we-Supply Chain womkhakha we-LED Global uvinjiwe, okuholela ekukhuphukeni kwamanani entengo eluhlaza. Ngenxa yokungezwani phakathi kokuhlinzekwa kanye nokufunwa kwezinto zokwakha ezivuthiwe, abakhiqizi abasezingeni eliphezulu kanye nabakhiqizi abaphansi embonini yezimpahla bashintshe izintengo zezinto ezivuselayo kuma-degree ahlukahlukene, ama-RGB afaka amadivaysi anjenge-PCB. Okwesibili, ethintekile yi-Sino-US Trade Fliction, into ethi "Ukuntuleka Komgogodla" iye yasakazeka eChina, futhi abakhiqizi abaningi abahlobene nokwakhiwa kwemikhiqizo embonini ye-LED, okuzoholela ekukhuphukeni kwezimali ezibonakalayo. . Ekugcineni, ngenxa yokwanda kwezindleko zokungena nezindleko zokuhamba, izindleko zezinto zokusetshenziswa zikhule. Noma ngabe kukhanyisa noma kuboniswa izindawo, umkhuba wamanani akhuphukayo ngeke unciphise esikhathini esifushane. Kodwa-ke, ngokombono wokuthuthuka kwesikhathi eside komkhakha, amanani entengo akhuphukayo azosiza abakhiqizi ukuthi bathuthukise futhi bathuthukise ukwakheka kwabo umkhiqizo futhi bandise inani lomkhiqizo.
Ukukhubazeka kanye neziphakamiso okufanele zithathwe kulokhu: 1. Hlela ukuthuthukiswa kwezimboni ezifundeni ezahlukahlukene futhi uqondise amaphrojekthi amakhulu; 2. Khuthaza ubuciko obuhlangene kanye nocwaningo kanye nentuthuko ukwakha izinzuzo emasimini avelayo; 3. Qinisa ukubhekwa kwentengo yomkhakha futhi wandise iziteshi zokuthumela umkhiqizo
Kusuka: Imininingwane Yezimboni
Isikhathi Seposi: Jan-12-2022