Ntawm ISLE kev nthuav qhia uas nyuam qhuav xaus rau lub Plaub Hlis, LED loj screen qhia tau pom muaj xim zoo nkauj.Raws li kev nthuav qhia loj tom qab muaj kev sib kis, nws tseem yog qhov loj tshaj plaws "kev nthuav qhia tshwj xeeb" kev tshwm sim hauv kev lag luam txij li peb xyoos ntawm kev sib kis, thiab hu ua cua vane rau "pib dua thiab rov pib dua".
Vim qhov tseem ceeb ntawm qhov kev nthuav qhia no, Lotu tshwj xeeb suav cov feem ntawm cov ntsiab lus tseem ceeb ntawm cov lag luam koom.Lo lus tseem ceeb "LED tag nrho-hauv-ib lub tshuab" tau dhau los ua "tus yeej loj tshaj plaws ntawm lub rooj sib tham"!
"LED all-in-one machine" tau dhau los ua neeg nyiam
Hauv kev txheeb cais ntawm Lotu Technology, lo lus uas muaj feem cuam tshuam ntau tshaj plaws yog "me me suab LED" (tus nqi faib ntawm kev lag luam muaj koob npe yog 50%). Txawm li cas los xij, lo lus tseem ceeb no qhia txog qhov sib xws ntawm tag nrho.LED zaubkev lag luam thiab tsis muaj qhov tshwj xeeb cov khoom tseem ceeb.Qib thib ob yog 'mini/micro LED', nrog rau qhov ntsuas kub ntawm 47%.Nws tuaj yeem pom tau tias qhov chaw thib ob no yog xam los ntawm qhov sib npaug ntawm qhov sib npaug ntawm micro, mini LED, thiab micro LED ua ke.
Hais txog kev hais lus, qhov thib peb qeb duas "LED tag nrho-hauv-ib lub tshuab" ntawm daim ntawv qhia muaj koob meej muaj qhov kub ntawm 47%.Qhov no yog ib lub sij hawm nrog ib tug tshwj xeeb cov khoom daim ntawv raws li nws connotation;Nws lub ntsiab lus thiab cov peev txheej ntawm daim ntawv thov yog sib koom ua ke ntau dua li "me me pitch LED" thiab "mini/micro LED" ntawm champions thiab runners.Yog li ntawd, nws tsis yog ntau dhau los ntseeg tias "LED tag nrho-hauv-ib lub tshuab" yog qhov tseeb "kub" LED zaub khoom ntawm lub rooj nthuav qhia.
Cov kws tshaj lij hauv kev lag luam taw qhia tias txawm hais tias LED tag nrho-hauv-ib lub tshuab sib txawv ntawm cov qauv LED engineering splicing cov ntxaij vab tshaus, qhov twg "cov haujlwm ntawm tus kheej yog cov xaj loj," lawv muaj peb daim ntawv thov loj:
Qhov thib ib yog 100 mus rau 200 nti loj screen lag luam rau kev kawm ntawv thiab kev sib tham qhia, qhov thib ob yog qhov kev thov rau cov ntxaij vab tshaus digital signage xws li kaum tawm ntiv tes mus rau 200 ntiv tes, thiab qhov thib peb yog hom xim TV khoom siv rau tsev neeg siv, Feem ntau 75 mus rau 200 ntiv tes ... Txawm hais tias LED tag nrho-hauv-ib cov khoom siv tseem yog "muaj peev xwm" cov khoom lag luam yav tom ntej, lawv muaj ntau hom kev thov, tshwj xeeb tshaj yog nyob rau hauv cov neeg siv khoom thiab kev lag luam hauv tsev, ua rau lawv lub neej yav tom ntej "ntau" tag nrho. kev xav.
Lub chaw hais kom ua thiab xa tawm lossis XR virtual ntau lawm yog lub lag luam uas kaum tawm lab nyiaj tau nqis peev hauv ib qho kev tshuaj ntsuam loj.Txawm hais tias txhua yam khoom yuav tsuas muaj ib chav tsev nqi ntawm kaum tawm txhiab lossis txawm kaum tawm txhiab tus yav tom ntej, tej zaum yuav muaj kev lag luam xav tau ntawm kaum lab lab units hauv ib xyoos rau LED txhua-hauv-ib tshuab.Qhov nrov thiab kev lag luam xim ntawm LED tag nrho-hauv-ib lub tshuab yeej nyob rau hauv "muaj peev xwm ua lag luam loj loj".
Raws li cov ntaub ntawv los ntawm Ovi Cloud Network, tus naj npawb ntawm chav sib tham hauv Suav teb tau tshaj 20 lab, nrog rau lub ntiaj teb nce ntawm 100 lab.Nrog rau qhov nce ntawm qhov nkag mus ntawm me me pitch LED cov ntxaij vab tshaus, qhov muag teev hauv video conferencing teb yog qhov tseem ceeb.Ntawm lawv, qhov kev faib ua feem ntawm cov ntxaij vab tshaus nrog qhov loj ntawm 100-200 ntiv tes tsis tsawg dua 10%.Nyob rau tib lub sijhawm, cov tsev kawm qib siab ua haujlwm thiab cov tsev kawm qib siab yog cov lus qhia tseem ceeb rau kev kawm LED cov ntxaij vab tshaus.Tam sim no, muaj 3000 lub tsev kawm ntawv thoob plaws lub tebchaws, suav nrog cov chav kawm, rooj sib tham, chav hais lus, thiab lwm yam xwm txheej.Siv ib chav kawm ua piv txwv, lub peev xwm rau kev kho dua tshiab hauv chav kawm ntse hauv 10 xyoo tom ntej no yuav tsum muaj kwv yees li 60000 (nrog rau qhov nruab nrab ntawm 20 ib lub tsev kawm ntawv), thiab lub peev xwm muaj peev xwm hloov kho chav kawm ntse hauv peb lub xyoos tom ntej yog xav tias yuav yog 6000.
Hauv kev ua lag luam hauv tsev, nrog rau kev loj hlob ntxiv ntawm Micro LED kev lag luam thev naus laus zis thiab kev txhim kho txuas ntxiv ntawm cov nqi tsim khoom, nws yuav tsum tau coj mus rau "kev ua yeeb yaj kiab hauv tsev thiab chav nyob TV qauv" ntawm LCD thiab OLED yav tom ntej, ua ib qho tseem ceeb ntxiv. khoom nyob rau hauv nruab nrab mus rau high-end tsev zaub ua lag luam.Saib ntawm kev lag luam thoob ntiaj teb tam sim no, hauv 2022, lub ntiaj teb TV hom khoom xa tuaj yog 204 lab units, ntawm 15 lab yog cov khoom xa khoom siab tshaj TV, suav txog 7.4% ntawm tag nrho cov lag luam thiab qhia txog kev loj hlob ib xyoos ib zaug.High-end TVs yog qhov kev sib tw tseem ceeb hauv LED kev lag luam hauv tsev tag nrho.Lotu Technology kwv yees tias los ntawm 2025, kev xa khoom thoob ntiaj teb ntawm Micro LED TVs yuav tshaj 35000 units, suav txog 0.02% ntawm tag nrho cov xim TV.Qhov kev faib ua feem no yuav maj mam nce nrog kev loj hlob ntawm cov khoom lag luam, thiab txawm tias xav kom ncav cuag 2% ntawm lub ntiaj teb xim TV lag luam.Cov ntaub ntawv muag txhua hli rau ib tus qauv ntawm 98-nti xim TV hauv Suav teb xyoo 2022 yog tshaj 40000 units.
Los ntawm qhov no, nws tuaj yeem pom tau tias txhua xyoo kev muag khoom ntim (kev lag luam thiab tsev neeg) ntawm LED tag nrho-hauv-ib lub tshuab hauv Suav teb yav tom ntej yuav suav nrog ntau lab, thiab kev lag luam thoob ntiaj teb yuav ncav cuag ntau txog kaum lab.Qhov no yog qhov chaw muaj peev xwm ua ob npaug rau kev lag luam LED zaub niaj hnub no.
A "LED tag nrho-hauv-ib tshuab" nyiam los ntawm cov neeg suav tsis txheeb
Lub halo ntawm hom tshiab ntawm LED tag nrho-hauv-ib tshuab, ntxiv rau "kev cia siab ua lag luam loj", yam tsawg kawg suav nrog kev txhawb nqa ntawm ob lwm "halos":
Ua ntej, raws li daim ntawv thov LED zaub nrog qhov me me thiab kev daws teeb meem siab dua, LED tag nrho cov khoom lag luam ib txwm yog "kev koom ua ke ntawm kev lag luam thev naus laus zis tshiab" hauv tsib xyoos dhau los.Piv txwv li, 8K zaub, ultra micro spacing, mini/micro LED, COB, COG, thiab lwm yam kev qhia yog ze ze rau LED all-in-ib tshuab.
Qhov kev thov rau ultra nplua suab LED tso saib hauv cov tsoos tshaj tawm thiab tswj chav lag luam tau yuav luag txog nws qhov kev txwv, "cov kws tshaj lij kev lag luam tau taw qhia. Tam sim no, kev ua lag luam yav tom ntej ntawm P0.5 thiab qis dua tshiab specification technologies uas kev lag luam tsom rau kev txhawb nqa yog feem ntau. tsom rau cov lus qhia hauv qab 200 ntiv tes Cov thev naus laus zis yav tom ntej ntawm LED ncaj qha zaub yog tsuas yog siv rau "tag nrho-hauv-ib lub tshuab khoom".
Qhov thib ob, LED tag nrho-hauv-ib lub tshuab yog "ua tiav tshuab ua haujlwm" cov khoom lag luam, uas ib txwm xav tau los npog cov peev txheej lag luam uas twb muaj los ntawm lwm cov tshuab ua tiav cov khoom siv.Piv txwv li, nyob rau hauv kev sib tham sib tham ua lag luam, LED all-in-ib tshuab yog nruab nrog infrared kov, ntse xam, thiab network functions, thiab muaj nruab nrog ntau functional rooj sib tham software, sib xws nrog ntau lwm tus neeg apps thiab koob yees duab.Cov yam ntxwv nplua nuj no yog cov qauv kev teeb tsa.
Lub tshuab tag nrho-hauv-ib qho yuav tsum yog TAG NRHO IB IB, uas yog txawv kiag li ntawm cov khoom logic ntawm cov tsoos LED zaub engineering customization thiab splicing daim ntaub ntawv.Nkag mus rau tag nrho-hauv-ib lub tshuab kev lag luam kev lag luam txhais tau hais tias kab rov tav nthuav dav ntawm R & D thiab kev tsim kho thaj tsam ntawm LED cov tuam txhab lag luam, nqa ntau kev sib koom ua ke thiab kev ua tiav hauv software thiab kho vajtse technology.Nyob rau tib lub sijhawm, nws kuj tau coj cov kev hloov pauv tshiab hauv kev lag luam segmented thiab channel logic, tso cai rau cov khoom siv LED tuaj koom ntau dua hauv kev lag luam muag khoom sib tw.
Qhov ntawd yog hais tias, ntxiv rau qhov loj loj muaj peev xwm ua lag luam loj, LED tag nrho-hauv-ib lub tshuab kuj muaj cov yam ntxwv ntawm kev ua ntej ntawm LED kev lag luam nyob rau hauv cov nqe lus ntawm technology, ob qho tib si ntsug thiab kab rov tav.Ntawm qhov tod tes, kawm txog ntau hom kev siv thev naus laus zis ntawm LED cov lus qhia thiab nthuav dav LED cov lus qhia ntawm qhov me me tsis tuaj yeem raug cais tawm ntawm qeb ntawm LED tag nrho-hauv-ib lub tshuab.Qhov no kuj yog tus yuam sij rau lo lus tseem ceeb 'dhau cov neeg coob coob'.
LED tag nrho-hauv-ib lub tshuab yog ib tus neeg sawv cev ntawm cov cuab yeej tshiab, cov ntawv thov tshiab, cov xwm txheej tshiab, cov khw muag khoom tshiab, thiab cov kev xav tau tshiab hauv LED ncaj qha kev lag luam, uas tuaj yeem hais tau tias nyiam los ntawm ntau txhiab tus neeg.Layout thiab preemptive txoj hauj lwm ntawm lub lag luam no kuj yog qhov chaw tseem ceeb rau kev lag luam kev lag luam "size yav tom ntej kev lag luam zoo".
Kev sib tw rau LED ncaj qha zaub thiab coding all-in-ib tshuab
Raws li kev txheeb cais los ntawm Lotu, kev lag luam hauv kev lag luam hauv tsev tau pom qhov kev lag luam poob qis hauv 2022. Piv txwv li, hauv 2022, kev sib tham sib ntsiav tshuaj ua lag luam poob qis dua 52% xyoo-rau-xyoo;Cov tsoos LCD thiab DLP splicing kev lag luam tau poob qis los ntawm 34.9% ... Txawm li cas los xij, raws li cov ntaub ntawv tsis zoo, raws li GGII cov ntaub ntawv tshawb fawb, cov khoom xa tuaj ntawm Tuam Tshoj LED lub rooj sib tham tag nrho-hauv-ib lub tshuab ua lag luam hauv 2022 yog tshaj 4100 units. , nce 15% piv rau 2021, nrog kev muag khoom kwv yees li 950 lab yuan.
Ntawm cov khoom lag luam tag nrho cov khoom lag luam, LED tag nrho-hauv-ib lub tshuab yuav luag zoo tshaj plaws hauv xyoo 2022. Qhov no qhia txog kev ua lag luam zoo nkauj ntawm cov khoom siv thev naus laus zis.Kev lag luam cia siab tias yav tom ntej, raws li cov nqi ntawm high-end LED cov khoom lag luam maj mam txo qis, lub rooj vag kev lag luam rau LED tag nrho-hauv-ib lub tshuab yuav qhib ib txhij hauv kev lag luam thiab cov neeg siv khoom lag luam.Raws li GGII qhov kev kwv yees, lub ntiaj teb MicroLED kev ua lag luam yuav tsum muaj ntau tshaj $ 10 nphom hauv 2027. Ntawm lawv, LED tag nrho-hauv-ib tshuab yuav yog hom khoom hnyav hnyav.
Nyob rau xyoo 2022 pawg thawj coj saib xyuas kev lag luam ntawm Zhouming Technology, nws tau taw qhia tias lub suab me me LED cov ntxaij vab tshaus yog cov khoom lag luam tseem ceeb rau xyoo tam sim no thiab yav tom ntej, thiab tau dhau los ntawm cov txheej txheem "innovation → diversification → standardization → scaling. ".Lawv cov nqi thiab cov nqi tau maj mam txo qis, nkag mus rau tus nqi sib piv rau cov ntxaij vab tshaus LCD.Muaj lub sijhawm los hloov cov ntxaij vab tshaus LCD hauv kev ua lag luam thiab nce tus nqi nkag ntawmme me pitch LED zaub cov ntxaij vab tshaus.Hauv qhov no, cov kws tshaj lij kev lag luam txheeb xyuas tias kev hloov pauv ntawm LCD los ntawm LED yuav yog "qhov kev txo qis qis", uas yog, qhib tag nrho 100 mus rau 200 nti ultra siab txhais thiab cov khoom lag luam zoo loj loj.Qhov no yog qhov kev hloov kho tas mus li ntawm "tib lub laj thawj kab" nrog kev nce ntxiv ntawm kev siv loj loj hauv LCD zaub thev naus laus zis hauv xyoo tas los no.
Lotu Kev Tshawb Fawb ntseeg tias tus nqi ntawm LED cov khoom lag luam nrog qhov sib npaug sib npaug yog tam sim no nyob rau hauv cov txheej txheem poob tseem ceeb.Nws cia siab tias yog tias tus nqi nruab nrab ntawm 20000 yuan khaws cia tom qab 2024, cov kab nruab nrab ntawm cov khoom lag luam yuav qis dua los ntawm 1.2 cov khoom sib txawv.Cov khoom uas nyob ze rau qhov nruab nrab tus nqi kab nyob rau hauv 2022 yog cov khoom nyob rau hauv lub P1.8 spacing theem — Txawm hais tias qhov nruab nrab qhov sib nrug tseem yuav txo qis, los yog tus nqi nruab nrab txo, los yog ob qho tib si tej zaum yuav nyob rau hauv ib tug downward txheej txheem: qhov kev hloov no yuav pab kom ceev ceev. kev ua lag luam ntawm qhov sib nrug me me LED tag nrho-hauv-ib cov khoom lag luam uas muaj kev nkag siab ntau dua rau cov nqi thiab xav tau cov ntsuas qhov sib txawv dua.
Tshwj xeeb tshaj yog txij li xyoo 2022, cov nqi ntawm LED kev lag luam tau poob qis, dhau los ua lub zog tseem ceeb uas tsav kev loj hlob ntawm tag nrho cov khoom lag luam hauv ib qho.Raws li cov ntaub ntawv los ntawm RendForce Chibang Consulting, cov khoom xa tuaj txhua xyoo ntawm Mini LED zaub nti ua lag luam hauv 2022 tseem tuav tau 15% kev loj hlob.Txawm li cas los xij, los ntawm qhov kev xav ntawm tus nqi tso zis, vim qhov txo qis ntawm tus nqi tseem ceeb, qhov ntsuas ntawm cov nqi tso tawm tau pom qhov kev loj hlob tsis zoo.Lub caij no, txij li xyoo 2022, LED zaub tau nce ntxiv mus rau qhov sib npaug ntawm cov qauv kev loj hlob ntawm plaub lub thev naus laus zis: SMD, COB, MIP, thiab N-in-1.Kev ua lag luam tag nrho-hauv-ib lub tshuab yuav ntxiv MIP hom khoom tshiab hauv xyoo 2023, mob siab los tsim kom muaj kev sib tw ntau dua thiab tus nqi sib txawv ntawm cov txheej txheem tsim khoom, thiab txhawb kev tsim cov ntawv thov kev lag luam hauv kev lag luam.
Hauv kev ua lag luam ntawm LED tag nrho-hauv-ib lub tshuab, qee lub lag luam hauv Suav teb twb nyob rau hauv txoj haujlwm.Piv txwv li, Ovi Cloud Cov Kev Tshawb Fawb Tshaj Tawm ntawm Kev Ua Lag Luam Me Me ntawm LED Kev Lag Luam hauv Suav Mainland hauv 2022 qhia tau hais tias niam txiv lub tuam txhab ntawm Qingsong Optoelectronics, SIYUAN, tseem tuav thawj qhov chaw hauv domestic LED tag nrho-hauv-ib lub lag luam nrog muag ntim. thiab kev lag luam feem ntawm 40.7%, thiab tau yeej thawj qhov chaw rau plaub xyoos sib law liag.Qhov no feem ntau yog vim Qingsong Optoelectronics 'cov khoom siv siab heev thiab lub zeem muag qhov chaw ua haujlwm nyob rau hauv lub rooj sib tham thiab kev kawm kev lag luam.
Piv txwv li, Lehman Optoelectronics '"Kev Tshawb Fawb Txog Loj Loj Smart Conference Display Integrated Machine Technology" thiab 150 lub teb chaws txoj haujlwm tau raug xaiv ua tiav raws li 2022 Cov Ntaub Ntawv Kev Siv Khoom Siv Tshiab.Tib lub sijhawm, Lehman Optoelectronics yog tus thawj coj hauv kev ua lag luam rau lub tsev LED cov ntxaij vab tshaus loj.Xyoo 2022, Lehman Optoelectronics coj tus thawj coj hauv kev tshaj tawm 163 nti 8K COB Micro LED ultra siab txhais lub tsev tshuaj ntsuam thoob ntiaj teb, ntxiv nkag mus rau cov neeg siv khoom lag luam qib siab hauv tsev nrog ultra siab txhais cov khoom lag luam, thiab tsav txoj kev loj hlob ntawm lub ntiaj teb 8K ultra siab. txhais video kev lag luam chain layout.Nyob rau hauv xyoo tas los no, Lehman Lub Tsev Loj Loj tau tsim muaj ntau hom kev tshaj tawm hauv online thiab offline channel, tsis yog tsuas yog nthuav tawm thiab txhawb nqa cov khoom hauv online xws li JD thiab Tmall, tab sis kuj tsim 10 lub khw muag khoom thiab cov chaw sim hauv Shenzhen, Guangzhou, Nanjing, Wuhan, Hangzhou, Chengdu, thiab lwm qhov chaw.Nws tau pib tsim ib qho kev ua "cov khoom muaj peev xwm muab kev pabcuam" hauv kev lag luam hauv tsev.
Txawm li cas los xij, LED all-in-ib tshuab tau nyiam cov xim ntawm ntau lub TV loj heev.Piv txwv li, Hisense yuav nteg tawm lub LED integrated tshuab lub rooj sib tham sib tham thiab qhia multimedia zaub ua lag luam nyob rau hauv 2022. Noj lub Hisense Vision Ib tug loj screen 136 nti LED tag nrho-nyob rau hauv-ib tshuab khoom ua piv txwv, raws li ib tug tshiab technology "ua hauj lwm tshiab "ntawm Hisense cov khoom lag luam ntse, nws tau txais kev tsim qauv ntawm ASIC high-precision lub teeb tswj nti thiab Hisense "Xin Xin" lub cav duab zoo nti, qhia txog daim ntawv thov ntawm Hisense cov khoom siv ywj pheej, thiab muaj qee qhov sib txawv ntawm kev sib tw.Xyoo 2022, Hisense tau nqis peev ntau hauv kev tswj hwm cov chaw tsim hluav taws xob sab saud ntawm LED kev lag luam, Qianzhao Optoelectronics, qhia txog Hisense txoj kev teeb tsa hauv kev lag luam LED.
Nws tau dhau los ua kev pom zoo hauv LED ncaj qha kev lag luam kom nrawm nrawm ntawm kev nthuav dav ntawm cov ntawv thov kev lag luam xws li micro LED, coj los ntawm tag nrho-hauv-ib lub tshuab.Kev sib ntaus sib tua rau lub neej yav tom ntej nyob ib ncig ntawm lub lag luam tag nrho-hauv-ib qho yog nyob rau hauv "kev sib tw" theem.Cov kev teeb tsa ua lag luam hauv Suav teb zoo ib yam li lawv qhov zoo hauv LED ntiaj teb kev lag luam saw.Nrog LED tag nrho-nyob rau hauv-ib tshuab ua tus thawj coj, Suav lag luam yuav muaj tseeb tso tawm ntau "Suav creativity, Suav daws" cov khoom rau lub ntiaj teb no zaub ua lag luam yav tom ntej.
Post lub sij hawm: May-06-2023
