2014 LED cov lag luam nyob rau hauv cov xov tooj ntawm ntau tshaj 20,000, tab sis tsuas yog tom qab ib xyoo los txo 20%, 4,000 cov lag luam tawm lub lag luam. 2015 Tuam Tshoj nyob rau hauv "kev sib hloov kev sib hloov", kev ua kom pom tseeb thiab kev nyuab siab, kub taw tes thiab tiv thaiv kev poob qis, GDP loj hlob hauv 7%, qhov tshwm sim ntawm 25 xyoo kev loj hlob qis tshaj. Kev lag luam muaj kev lag luam dhau los, kev ua lag luam muaj kev tshaj li kev ua lag luam, kev sib ntaus nqi thiab cov khoom sib txig sib luag, kev lag luam polarization yog cuab kev: cov lag luam loj loj los ntawm kev sib koom ua ke thiab kev txais txiaj ntsig ntxiv ntxiv, thiab cov lag luam me me thiab nruab nrab yog qhov nyuaj rau kev ciaj sia. Xyoo 2016, cov kev lag luam ua haujlwm tshwm sim tuaj yeem tshwm sim, ntau lub lag luam yuav ua rau kom cov khoom muaj nqi. Lub peb hlis ntuj, Mulinsen, Crystal Taiwan thiab lwm cov ntim cov lag luam rau qee cov khoom kom nce nqi. Tej zaum, lub hwjchim ci ntsa iab nyob rau hauv rooj plaub ntawm 25% txo nyob rau hauv cov zis, tus nqi nce 15%. Lub yim hli ntuj, peb-ib qho photoelectric me me thiab nruab nrab cov khoom muag floating 10%, Huazan photoelectric kuj nyob rau hauv qis nyiaj nqi ntawm cov khoom kho 5%. Mulinsen, lub xeev Starlight thiab tsab ntawv Tatsu photoelectric screen nrog RGB teeb hlaws dai nce nqi, qhov nce nce 5%. Rau ib lub sijhawm, coj kev lag luam tau coj tus "nqi muag", cia cov neeg zoo siab. TSIBCAUG Teeb pom kev zoo tshaj tawm xyoo 2016, kev ua lag luam 2016 tag nrho kev khiav hauj lwm nce ntawm 22.55% ib xees, Foshan teeb pom kev zoo 2016 cov nyiaj tau tshaj 3,3 billion, net profit ntau ntau tshaj 19 zaug. Hais txog qhov LED kev lag luam, tom qab xyoo 2015 thiab xyoo ntawm kev lag luam kev koom ua ke, muab sab kev txhim kho tau tas nrho, rau hauv xyoo 2017 yuav pabcuam tau rau hauv qhov kev taw qhia sib kis.
Tom qab cov teeb pom kev zoo ntawm cov roj hmab shuffle Cov lag luam qhia ntau heev
Los ntawm cov khoom siv hluav taws xob ua kom muaj zog, kev lag luam muaj peev xwm ceev nrooj, thiab tsim kev lag luam siab dua kev lag luam, txhawm rau txhawm rau kom muaj kev loj hlob, nruab nrab lub tshuab ntim tshuab tshiab, txo cov nqi thiab kev ua kom zoo dua qub; Nyob rau tib lub sijhawm, txoj kev lag luam nqes hauv kev tsheb, teeb pom kev zoo, kev sib tw me me thiab cov kev siv tshiab hauv Internet thiab hais txog kev vam meej, Kev lag luam tag nrho txoj kev lag luam yuav tsum qhib ib qho tshiab ntawm txoj kev loj hlob. Nkag mus rau xyoo 2017, nrog rau kev sib txuas ntxiv ntawm kev txaus siab sab nrauv, tom qab kev sib koom ua ke ntawm cov tuam txhab kev lag luam tshiab, kev sib raug zoo ntawm kev thov thiab xav tau yuav ntxiv tau zoo dua, qis kawg rov qab yuav muaj peev xwm ntxiv. Tsis ntev los no, coj cov lag luam tau tshaj tawm txoj xov xwm, Osram Ledvance muag rooj lossis yuav pom zoo los ntawm Tsoom Fwv Teb Chaws Yelemees, Mulinsen tsim "Xinyu LED teeb pom kev txhawb tsim qhov project", lab txhiab technology tsim teeb tsa ib lub chaw ua hauj lwm. Nyob rau theem pib ntawm qhov sib sib zog nqus nqus, coj kev lag luam ntws sab nraud (Chip), nruab nrab (encapsulation), kev nqes ntws (daim ntawv thov) npaj tawm, Xyoo Tshiab los yog usher ntxiv zuj zus hauv kev ua tiav ntawm qhov kis sib kis.
Tom qab cov teeb pom kev zoo ntawm cov roj hmab shuffle Cov lag luam qhia ntau heev
Qws: LED nti
Kev lag luam concentration nce dua dua teeb meem curb peev tsis muaj dab tsi ntxiv
2015, coj tag nrho kev lag luam saw mergers thiab acquisitions xws li rooj plaub muaj ntau tshaj 40, uas muaj ib tug loj npaum li cas. Jinsha Venture Group nrhiav lub Royal Dutch Philips Company lub Lumileds, qhov kev tsim ntawm cov siv lead ua ntawm Liard, Tebchaws Asmeskas, cov khoom siv ntawm Tatsu electronics ... Tom qab qhov kev lag luam ntawm cov lag luam hauv kev lag luam nce siab ntau zog. 2016 LED chip lag luam loj ntawm 13.9 billion yuan, xyoo ntawm-loj hlob ntawm 9%, 2015 yog poob ib xyoo poob ntawm 7%.
Tom qab cov teeb pom kev zoo ntawm cov roj hmab shuffle Cov lag luam qhia ntau heev
Los ntawm cov khoom noj khoom haus, cov chaw lag luam hauv kev lag luam 2016 xyoo YOG 13%, Taiwan yog-2%, qhia tias muaj kev nce nqi hauv kev txua cov neeg txom nyem. Tus neeg nyob hauv cheeb tsam xyoo 2014 yog 66%, 2015 yog 73%, 2016 yog 76%, tus nqi hauv tsev yog ib txwm nyob hauv lub xeev txoj kev loj hlob. 2017 cov tuam txhab mainstream yuav ntxiv zog rau lub peev xwm, nyob rau lub sij hawm tom ntej ntawm lub sij hawm tus nqi hluav taws xob yuav ntxiv zog.
LED kev lag luam tub lag luam sab kev hloov kho tiav lawm, xyoo 2016 dhau los, kaum sab saum toj siab ua lag luam rau 77%, thawj peb muaj peb (29%), Crystal Hluav taws xob (13%), Huazan (8%). Kev lag luam ntau dua ntawm kev lag luam muaj peev xwm ua kom muaj peev xwm nthuav dav kev lag luam, cov lag luam muaj lub zog muaj zog khov kho, thaum txhawb kev ua haujlwm kom zoo. Thaum pib ntawm lub xyoo tshiab, tus thawj coj coj chip tus thawj coj tuaj yeem peb qhov photoelectric mus rau cov nqi qis tshaj tawm hauv qab, Lub Ib Hlis 10, 2017, qhov nce ntawm qee yam khoom nqi, qhov nce ntawm 8%. Tus nqi nce ntawm peb-ib qho photoelectric yog vim tus nqi, ntawm qhov tod tes, nrog kev nce qib kev lag luam. LED chip kev lag luam concentration nyob rau hauv lub neej yav tom ntej yuav tsum mus txuas ntxiv txhim kho tus tsim ntawm oligopoly, sib sau ib qho muaj zog thiab tas mus li ua lag luam.
Tag nrho ntawm "kev lag luam" zog plaub lub lag luam tau txais ntau tshaj 144 plhom
Lub tswv yim ntawm lub xyoo tshiab, 4 coj cov tuam txhab tau tshaj tawm tias tau txais tsoomfwv cov nyiaj, 4 lub tuam txhab tau tshaj tawm cov nyiaj pab cuam ntau tshaj 140 plhom yuan. Ntawm no, tus ntws ntws tuaj rau Chip Enterprise Huaeng Diam duab Crystaland Technology Co., Ltd. nyuam qhuav tau txais Yuxi HONGTA District Finance Bureau 20 lab nyiaj subsidy, orchid Micro-tuav subsidiary ntawm Hangzhou Orchid Integrated Circuit Co., Ltd. tau txais ib qho kev hloov ntawm nyiaj txiag Bureau ntawm Hangzhou Economic thiab kev lag luam zuj zus tsam 8-nti integrated circuit Chip ntau lawm cov khoom siv nyiaj 60 plhom. Txij li thaum 2009, ntau lub tuam txhab LED tau raug pab los ntawm Tsoomfwv, txij January 22, 2017, peb muaj kev ruaj ntseg photovoltaic subsidy ntawm 358.5 lab nyiaj, Huazan photoelectric tau txais 222.56 lab yuan, BDO khiav mus txog 14,201.460,000 Yuan. Qhov tseeb, tom qab kev hloov ntawm kev khwv nyiaj, tsoomfwv cov nyiaj pab tau hloov lawm: tam sim no tsuas yog rau cov uas tau ua haujlwm pab cuam, cov nyiaj pab tau qis qis dua, qee qhov chaw lag luam me me thiab cov lag luam yuav tsis tau txais kev pab, fittest.
Tom qab cov teeb pom kev zoo ntawm cov roj hmab shuffle Cov lag luam qhia ntau heev
2017 LED chips nyob rau hauv luv luv mov, ua stability nyiaj pab
Los ntawm lub ntiaj teb pom, nrog rau 16 mus rau theem pib ntawm cov khoom muag, lub 17 Apple coj lub zog xav tau kev lag luam ntse xov tooj, txuas nrog automotive electronics, industrial terminals thiab lwm yam kev lag luam coj, coj nti muag mus ntxiv. Nrog kev pabcuam ntawm lub tebchaws uas muaj zog heev, kev loj hlob sai ntawm cov kev lag luam loj ntawm cov kev lag luam loj, qhov sib txawv ntawm cov peev txheej thoob ntiajteb los mus rau lub tebchaws. Tam sim no, peb lub teb chaws tsim ua tiav IC kev lag luam los ntawm kev tsim, ua khoom siv thiab kev foob mus rau lub davhlau ya nyob twg, hauv kev pab cuam ntawm Lub Tebchaws Lag Luam Kev Lag Luam thiab Kev Lag Luam Tshaj Loj, qhib kev zoo tshaj plaws. Kev lag luam yam ntxwv ntawm 2017 kev lag luam xav tau pom tseeb. Nws yuav tsum tau hais tias yav tom ntej ntawm cov lag luam hauv kev lag luam 'kev sib khom nqi hwj chim yuav nce, cov kev lag luam uas ruaj khov, uas yuav pab txhim khu kev lag luam kev lag luam kev lag luam.
