Kuthintwe umthelela womzuliswano omusha we-COVID-19, ukubuyiswa kwesidingo semboni ye-LED yomhlaba wonke ngo-2021 kuzoletha ukukhula kabusha.Umphumela wokushintsha imboni ye-LED yezwe lami uyaqhubeka, futhi ukuthunyelwa kwamanye amazwe engxenyeni yokuqala yonyaka kufinyelele irekhodi eliphezulu.Sibheke phambili ku-2022, kulindeleke ukuthi isidingo semakethe somkhakha we-LED womhlaba wonke sizoqhubeka sikhule ngaphansi kwethonya "lomnotho wasekhaya", futhi imboni ye-LED yaseShayina izohlomula emphumeleni wokudlulisa esikhundleni.Ngakolunye uhlangothi, ngaphansi kwethonya lobhubhane lomhlaba wonke, izakhamuzi zaphuma kancane, futhi isidingo semakethe sokukhanyisa kwangaphakathi, isibonisi se-LED, njll. saqhubeka sikhula, sifaka amandla amasha embonini ye-LED.Ngakolunye uhlangothi, izifunda zase-Asia ngaphandle kwase-China ziphoqelekile ukuthi zilahle imvume yegciwane futhi zamukele inqubomgomo yokuhlalisana kwegciwane ngenxa yokutheleleka okukhulu, okungase kuholele ekuphindaphindeni nasekuwohlokeni kwesimo sobhubhane futhi kwandise ukungaqiniseki kokuqalwa kabusha komsebenzi. kanye nokukhiqiza.Kulindeleke ukuthi umphumela wokushintsha imboni ye-LED yaseChina uzoqhubeka ngo-2022, futhi ukukhiqizwa kwe-LED kanye nesidingo sokuthumela ngaphandle sizohlala siqinile.
Ngo-2021, imingcele yenzuzo yezixhumanisi zokupakisha ze-LED kanye nezicelo zizoncipha, futhi ukuncintisana kwemboni kuzoshuba kakhulu;amandla okukhiqiza okukhiqizwa kwe-chip substrate, okokusebenza, nezinto zokwakha kuzokhula kakhulu, futhi inzuzo kulindeleke ukuthi ibe ngcono.Ukwenyuka okuqinile kwezindleko zokukhiqiza kuzocindezela indawo yokuhlala yezinkampani eziningi zokupakisha ze-LED nezicelo e-China, futhi kunomkhuba osobala wezinkampani ezithile ezihamba phambili zokuvala zijike.Kodwa-ke, ngenxa yokwanda kwesidingo semakethe, imishini ye-LED kanye nezinkampani zezinto ezibonakalayo ziye zazuza kakhulu, futhi isimo sezinkampani ze-LED chip substrate sihlala singashintshile.
Ngo-2021, izinkambu eziningi ezisafufusa zemboni ye-LED zizongena esigabeni sokukhula ngokushesha kwezimboni, futhi ukusebenza komkhiqizo kuzoqhubeka nokuthuthukiswa.Njengamanje, ubuchwepheshe bokuboniswa kwe-LED obuncane be-pitch buye baqashelwa abakhiqizi bemishini evamile futhi sebungene esiteshini sokuthuthukisa ukukhiqizwa kwenqwaba esheshayo.Ngenxa yokwehla kwenzuzo yezinhlelo zokusebenza zokukhanyisa ze-LED, kulindeleke ukuthi izinkampani eziningi ziphendukele ekuboniseni i-LED, i-automotive LED, i-UV LED nezinye izinkambu zezicelo.Ngo-2022, ukutshalwa kwezimali okusha embonini ye-LED kulindeleke ukuthi kugcine isikali samanje, kodwa ngenxa yokwakheka kokuqala kwephethini yokuncintisana endaweni yokubonisa ye-LED, kulindeleke ukuthi ukutshalwa kwezimali okusha kuzokwehla ngezinga elithile.
Ngaphansi kobhubhane olusha lwenyumoniya, ukuzimisela kwemboni ye-LED yomhlaba wonke yokutshala imali kwehlile ngokuphelele.Ngaphansi kwesizinda sokungqubuzana kwezohwebo kwe-Sino-US kanye nokwazisa kwezinga lokushintshisana kwe-RMB, inqubo yokuzenzakalela yamabhizinisi e-LED iye yashesha futhi ukuhlanganisa okujulile komkhakha sekuphenduke inkambiso entsha.Ngokuvela kancane kancane komthamo oweqile kanye nenzuzo enciphayo embonini ye-LED, abakhiqizi be-LED bamazwe ngamazwe bavame ukuhlanganisa futhi bahoxise eminyakeni yamuva, futhi ingcindezi yokusinda yamabhizinisi ahamba phambili e-LED ezweni lami iye yanda nakakhulu.Nakuba amabhizinisi e-LED ezwe lami esekutholile ukuthunyelwa kwawo kwamanye amazwe ngenxa yomphumela wokushintshanisa, ngokuhamba kwesikhathi, akunakugwemeka ukuthi ukushintshwa kwezwe lami kwamanye amazwe kungabi namandla, futhi imboni yasekhaya ye-LED isabhekene nenkinga yokungabi namandla okusebenza ngokweqile.
Ukwenyuka kwentengo yezinto ezingavuthiwe kuholela ekushintshashintsheni kwentengo yemikhiqizo ye-LED.Okokuqala nje, ngenxa yomthelela wobhubhane olusha lwenyumoniya, umjikelezo we-supply chain of the global LED industry uvinjiwe, okuholele ekwenyukeni kwamanani entengo yezinto ezingavuthiwe.Ngenxa yokushuba kwesimo phakathi kokuhlinzekwa kanye nokufunwa kwezinto zokusetshenziswa, abakhiqizi abanyuka nomfula nabaphansi embonini baye balungisa amanani entengo yezinto zokusetshenziswa ukuze abe ngamazinga ahlukahlukene, okuhlanganisa izinto zokusetshenziswa ezikhuphuka nomfula ezingaphansi komfula ezifana nama-IC omshayeli wokubonisa i-LED, amadivaysi okupakisha e-RGB, ne-PCB. amashidi.Okwesibili, kuthinteke ukungqubuzana kwezohwebo kwe-Sino-US, isimo "sokuntuleka komgogodla" sesisakazekele e-China, futhi abakhiqizi abaningi abahlobene bakhulise ukutshalwa kwezimali kwabo ocwaningweni nasekuthuthukisweni kwemikhiqizo emikhakheni ye-AI ne-5G, eye yacindezela umthamo wokuqala wokukhiqiza wemboni ye-LED, okuzoqhubeka nokuholela ekwenyukeni kwamanani ezinto ezingavuthiwe..Okokugcina, ngenxa yokwenyuka kwezindleko zezokuthutha kanye nezokuthutha, izindleko zezinto ezingavuthiwe nazo zinyukile.Noma ngabe izindawo zokukhanyisa noma zokubonisa, ukuthambekela kwezintengo ezikhuphukayo ngeke kunciphe esikhathini esifushane.Nokho, ngokombono wentuthuko yesikhathi eside yemboni, ukukhuphuka kwamanani entengo kuzosiza abakhiqizi bathuthukise futhi bathuthukise ukwakheka komkhiqizo wabo futhi bakhuphule inani lomkhiqizo.
Izinyathelo zokuphikisa kanye nokusikisela okufanele kuthathwe mayelana nalokhu: 1. Ukudidiyela ukuthuthukiswa kwezimboni ezifundeni ezihlukahlukene kanye nokuqondisa amaphrojekthi amakhulu;2. Khuthaza ukusungulwa okuhlanganyelwe kanye nocwaningo kanye nentuthuko ukuze kwakheke izinzuzo emikhakheni esafufusa;3. Qinisa ukugadwa kwamanani embonini futhi andise amashaneli okuthunyelwa kwemikhiqizo
From: Ulwazi lwemboni
Isikhathi sokuthumela: Jan-12-2022