Embukisweni we-ISLE osanda kuphela ngo-Ephreli, izikrini ezinkulu ze-LED zibonise umkhuba wokuthuthuka omibalabala.Njengombukiso omkhulu ngemuva kwalolu bhubhane, futhi umcimbi omkhulu kakhulu "wombukiso okhethekile" embonini kusukela eminyakeni emithathu yalolu bhubhane, futhi waziwa ngokuthi i-wind vane "ukuqala kabusha nokuqala kabusha".
Ngenxa yokubaluleka kwalo mbukiso, i-Lotu ibale ngokukhethekile ingxenye yamagama angukhiye abalulekile phakathi kwamabhizinisi abambe iqhaza.Igama elingukhiye elithi "i-LED yonke-in-one umshini" seliphenduke "umnqobi omkhulu wengqungquthela"!
"Umshini we-LED wonke-in-one" usuthandwa kakhulu
Ezibalweni ze-Lotu Technology, igama elinengxenye ephezulu yokuchayeka lithi "ukukhanya okuncane kwe-LED" (inani lokusabalalisa lokuthandwa kwemakethe ngu-50%). Kodwa-ke, leli gama elingukhiye empeleni libonisa ukufana kwawo wonkeIsibonisi se-LEDimboni futhi ayinakho ukubaluleka komkhiqizo okhethekile.Ibekwe endaweni yesibili ithi' mini/micro LED ', enesilinganiso sokushisa esingu-47%.Kuyabonakala ukuthi le ndawo yesibili empeleni ibalwa ngokulinganisa isikhala esincane, i-mini LED, ne-micro LED ndawonye.
Uma kuqhathaniswa, indawo yesithathu "i-LED yonke-in-one" eshadini elidumile inenani lokushisa elingu-47%.Leli yitemu elinohlobo oluthile lomkhiqizo njengencazelo yalo;Incazelo yayo kanye nobubanzi bohlelo lokusebenza kuhlangana kakhulu kune-"pitch LED" kanye "ne-mini/micro LED" yompetha nabaphume isibili.Ngakho-ke, akukhona okweqisayo ukukholelwa ukuthi "umshini we-LED yonke into eyodwa" iwumkhiqizo weqiniso "oshisa kakhulu" we-LED embukisweni.
Ochwepheshe bemboni baveza ukuthi nakuba imishini ye-LED yonke-in-one ihlukile ezikrinini zendabuko zokuhlanganisa ubunjiniyela be-LED, lapho "amaphrojekthi angawodwana engama-oda amakhulu," anokufakwa kwezicelo ezintathu ezinkulu:
Esokuqala siyimakethe yesikrini esikhulu samayintshi angu-100 kuya kwangu-200 semfundo nezibonisi zenkomfa, okwesibili isidingo sezikrini zezimpawu zedijithali ezisukela kumashumi amayintshi ukuya kumayintshi angu-200, kanti okwesithathu uhlobo lwemikhiqizo ye-TV enemibala esetshenziselwa ukusetshenziswa kwasekhaya, ikakhulukazi ama-intshi angu-75 kuya kwangu-200... Nakuba amadivaysi e-LED ahlanganisa yonke into eyodwa kuseyimikhiqizo "engenzeka" esikhathini esizayo, ahluke kakhulu ngezigaba zohlelo lokusebenza, ikakhulukazi ezimakethe zabathengi nasendlini, okwenza "ubuningi" bawo bugcwele umcabango.
Isikhungo somyalo nokuthunyelwa kwempahla noma ukukhiqizwa okubonakalayo kwe-XR kuyimakethe lapho amashumi ezigidi zamadola etshalwa khona kusistimu yesikrini esisodwa esikhulu.Nakuba umkhiqizo ngamunye ungase ube nenani leyunithi lamashumi ezinkulungwane noma ngisho namashumi ezinkulungwane ngokuzayo, kungase kube khona isidingo semakethe esingaba khona samashumi ezigidi zamayunithi ngonyaka ngemishini ye-LED yonke-in-one.Ukuduma nokunakwa kwemboni kwemishini ye-LED yonke-in-one kuwina "kumathuba emakethe amakhulu angaba khona".
Ngokusho kwedatha evela ku-Ovi Cloud Network, inani lamagumbi enkomfa e-China lidlule ezigidini ezingama-20, nokunyuka komhlaba wonke ngezigidi eziyi-100.Ngokukhuphuka kwezinga lokungena kwezikrini ze-LED ze-pitch encane, isikali sokuthengisa endaweni yenkomfa yevidiyo sikhulu kakhulu.Phakathi kwazo, ingxenye yezikrini ezinobukhulu obukhulu be-100-200 amayintshi ayikho ngaphansi kuka-10%.Ngasikhathi sinye, amakolishi emisebenzi yezandla namanyuvesi ayizikhombisi-ndlela ezifunwa kakhulu zezikrini zemfundo ye-LED.Njengamanje, kunamanyuvesi angu-3000 ezweni lonke, okuhlanganisa amagumbi okufundela, izinkomfa, amahholo okufundisa, nezinye izimo eziningi.Uma sithatha ikilasi elilodwa njengesibonelo, amandla anamandla okulungiswa kwamakilasi ahlakaniphile eminyakeni eyi-10 ezayo kulindeleke ukuthi abe cishe ku-60000 (ngesilinganiso sama-20 esikoleni ngasinye), futhi amandla anamandla okulungiswa kwamakilasi ahlakaniphile eminyakeni emithathu ezayo kulindeleke ukuthi ibe ngu-6000.
Emakethe yasekhaya, ngokukhula okuqhubekayo kobuchwepheshe bokukhiqiza i-Micro LED kanye nokwenza ngcono okuqhubekayo kwezindleko zokukhiqiza, kulindeleke ukuthi kuthathelwe indawo "i-cinema yasekhaya kanye nomkhuba wesikrini se-TV yegumbi lokuhlala" we-LCD ne-OLED ngokuzayo, ibe isengezo esibalulekile. umkhiqizo ophakathi nendawo ukuya emakethe ekhombisa ikhaya eliphezulu.Uma sibheka imakethe yamanje yomhlaba wonke, ngo-2022, isikali sokuthunyelwa komkhiqizo we-TV emhlabeni wonke sasingamayunithi ayizigidi ezingama-204, lapho izigidi eziyi-15 bekuyimpahla ye-TV esezingeni eliphezulu, ethatha u-7.4% wemakethe iyonke futhi ekhombisa ukukhula okukhulayo unyaka nonyaka.Amathelevishini aphezulu ayizikhombisi-ndlela zokuncintisana eziyinhloko emakethe yasekhaya ye-LED yonke-in-one.I-Lotu Technology ibikezela ukuthi ngo-2025, ukuthunyelwa komhlaba wonke kwamathelevishini ama-Micro LED kuzodlula amayunithi angama-35000, okubalelwa ku-0.02% wemakethe ye-TV enemibala iyonke.Lesi silinganiso sizokhula kancane kancane ngokuvuthwa kwemikhiqizo yemakethe, futhi sifise ukufinyelela ku-2% wemakethe ye-TV yemibala yomhlaba.Irekhodi lokuthengisa lanyanga zonke lemodeli eyodwa ye-TV enemibala engama-intshi angu-98 e-China ngo-2022 lingaphezu kwamayunithi angu-40000.
Kulokhu, kungabonakala ukuthi ivolumu yokuthengisa yonyaka (yezentengiselwano nendlu) yemishini ye-LED yonke-in-one e-China esikhathini esizayo izobalwa ngezigidi, futhi imakethe yomhlaba wonke ingase ifinyelele phezulu emashumini ezigidi.Lesi isikhala esingaba khona esiphindeka kabili embonini yokubonisa ye-LED yanamuhla.
"Umshini we-LED wonke-in-one" othandwa abantu abaningi
I-halo yezinhlobo ezintsha zemishini ye-LED yonke-in-one, ngaphezu "kusayizi wemakethe olindelwe", okungenani ihlanganisa ukusekelwa kwamanye "ama-halo" amabili:
Okokuqala, njengohlelo lokusebenza lokubonisa i-LED olunosayizi omncane nokucaca okuphezulu, imikhiqizo ye-LED yonke-in-one ibilokhu "iyisihlanganisi sobuchwepheshe bakamuva bemboni" eminyakeni emihlanu edlule.Isibonelo, isibonisi esingu-8K, i-ultra micro spacing, i-mini/micro LED, COB, COG, neminye imibono yobuchwepheshe ihlobene eduze nemishini ye-LED yonke into eyodwa.
Isidingo semibukiso ye-LED ye-ultra fine pitch ezimakethe zendabuko zokukhangisa negumbi lokulawula sesicishe safinyelela umkhawulo waso, "kusho ochwepheshe bemboni. Njengamanje, imakethe yesikhathi esizayo ye-P0.5 nangaphansi kobuchwepheshe obusha bokucaciswa imboni igxile ekukhangiseni ngokuyinhloko. kugxilwe kuzibonisi ezingaphansi kwamayintshi angu-200 Ubuchwepheshe besikhathi esizayo bokuboniswa okuqondile kwe-LED busetshenziswa kakhulu "emikhiqizweni yomshini wonke-kokukodwa".
Okwesibili, umshini we-LED wonke-in-one uwumkhiqizo "ophelele womshini", odinga ngokwemvelo ukumboza amakhono aphelele ebhizinisi asevele enawo obunye ubuchwepheshe bokukhombisa umshini obuphelele.Isibonelo, emakethe yenkomfa esebenzisanayo, imishini ye-LED ehlanganisa yonke into ifakwe i-infrared touch, computing ehlakaniphile, nemisebenzi yenethiwekhi, futhi ifakwe isofthiwe yenkomfa esebenzayo eminingi, ehambisana nezinhlelo zokusebenza zezinkampani zangaphandle namakhamera.Lezi zici ezinothile ziyizinto ezijwayelekile zokucushwa.
Umshini ohlanganisa konke kufanele ube KONKE KODWA, ohluke ngokuphelele kumqondo womkhiqizo wokwenza ngendlela oyifisayo ubunjiniyela besibonisi se-LED kanye nezinhlelo zokusebenza zokuhlanganisa.Ukungena emakethe yemboni yemishini ehlanganisa yonke into kusho ukunwetshwa okuvundlile kwe-R&D kanye nemingcele emisha yamabhizinisi abonisa i-LED, okuletha ukuhlanganiswa okwengeziwe kanye nempumelelo kuhlelo lwesofthiwe nobuchwepheshe behadiwe.Ngasikhathi sinye, futhi ilethe izinguquko ezintsha ekumaketheni okuhlukaniswe izingxenye kanye nengqondo yesiteshi, okuvumela izibonisi ze-LED ukuthi zibambe iqhaza kakhulu emakethe yokuncintisana yokudayisa.
Okusho ukuthi, ngaphezu kosayizi omkhulu wemakethe ongase ube khona, imishini ye-LED yonke-in-one nayo inesici sokuba phambili embonini ye-LED ngokobuchwepheshe, kokubili ngokuqondile nangokuvundlile.Ngakolunye uhlangothi, ukufunda ubuchwepheshe obuhlukahlukene bohlelo lokusebenza lwezibonisi ze-LED nokukhulisa izibonisi ze-LED eziya kumabanga amancane akukwazi ukuhlukaniswa esigabeni semishini ye-LED yonke-in-one.Lona futhi ukhiye wegama elingukhiye elithi 'ukweqa uquqaba'.
Umshini we-LED wonke-in-one umele ubuchwepheshe obusha, izinhlelo zokusebenza ezintsha, izimo ezintsha, ukuthengisa okusha, kanye nezidingo ezintsha embonini yokubonisa okuqondile ye-LED, okungashiwo ukuthi kuthandwa izinkulungwane zabantu.Ukuhlelwa kanye nokusebenza kusengaphambili kwale makethe nakho kuyizindawo ezibalulekile ukuze amabhizinisi ezimboni "abambe izinzuzo zemboni zesikhathi esizayo".
Umncintiswano wokubonisa okuqondile kwe-LED kanye nemishini yokufaka ikhodi yonke into eyodwa
Ngokwezibalo ezivela kwa-Lotu, imakethe yokubonisa ibhizinisi yasekhaya ibonise ukuthambekela kokuvilapha ngo-2022. Isibonelo, ngo-2022, imakethe yamathebulethi esebenzisanayo yancipha ngaphezu kuka-52% unyaka nonyaka;Imakethe yendabuko ye-LCD kanye ne-DLP splicing yehle ngo-34.9%... Kodwa-ke, ngaphansi kochungechunge lwedatha embi, ngokusho kwedatha yocwaningo ye-GGII, umthamo wokuthunyelwa kwemakethe yemishini yenkomfa ye-LED yaseChina ngo-2022 wawungaphezu kwamayunithi angu-4100. , okukhuphuke ngo-15% uma kuqhathaniswa no-2021, ngokuthengiswa cishe kwezigidi ezingu-950 zamayuan.
Phakathi kwemikhiqizo yokubonisa yokuthengisa iyonke, imishini ye-LED yonke-in-one icishe ivelele ngo-2022. Lokhu kubonisa ngokugcwele ukukhanga kwemakethe kwalo mkhiqizo wezobuchwepheshe.Imboni ilindele ukuthi esikhathini esizayo, njengoba amanani entengo ephezulu yemikhiqizo yokubonisa i-LED encipha kancane kancane, isango lemakethe lemishini ye-LED yonke-in-one lizovulwa kanyekanye ezimakethe zezohwebo nezabathengi.Ngokwesibikezelo se-GGII, imakethe yomhlaba wonke ye-MicroLED kulindeleke ukuthi idlule amaRandi ayizigidi eziyizinkulungwane ezingu-10 ngo-2027. Phakathi kwazo, imishini ye-LED yonke-in-one izoba uhlobo olubalulekile lomkhiqizo osindayo.
Ekubuyekezweni kwebhizinisi laminyaka yonke lebhodi labaqondisi lika-2022 le-Zhouming Technology, kwavezwa ukuthi izikrini ezincane zokubonisa i-LED ziyimikhiqizo evamile yeminyaka yamanje neyesikhathi esizayo, futhi zidlule inqubo "yokusungula izinto ezintsha → ukuhlukahluka → ukulinganisa → ukukala. ".Izindleko nezintengo zabo ziye zehla kancane kancane, zingena ebangeni lentengo eliqhathaniswa nezikrini ze-LCD.Kunethuba lokushintsha izikrini ze-LCD ekwabeleni kwemakethe futhi kukhuphule izinga lokungena likaizikrini ezincane ze-LED zokubonisa.Mayelana nalokhu, ochwepheshe bezimboni bahlaziya ukuthi ukushintshwa kwe-LCD nge-LED kuzoba "igalelo lokunciphisa ubukhulu", okungukuthi, ukuvula ngokugcwele incazelo ephezulu ye-intshi engu-100 kuya ku-200 kanye nemakethe yekhwalithi ephezulu yokubonisa isikrini.Lokhu empeleni ukuthuthuka okuqhubekayo "komugqa ofanayo onengqondo" nokuphishekela okwandayo kokusetshenziswa kosayizi omkhulu kubuchwepheshe bokuboniswa kwe-LCD eminyakeni yakamuva.
I-Lotu Research ikholelwa ukuthi amanani entengo yemikhiqizo ye-LED enezikhala ezilinganayo okwamanje asenqubweni ephawulekayo yokwehla.Kulindeleke ukuthi uma inani elimaphakathi lama-yuan angu-20000 ligcinwa ngemva kuka-2024, umugqa omaphakathi wokuduma komkhiqizo ungase wehle ngemikhiqizo ehlukanisa izikhala engu-1.2.Imikhiqizo esondelene nalesi silinganiso senani samanani ngo-2022 siyimikhiqizo esezingeni lezikhala elingu-P1.8—— Kungenzeka ukuthi isikhala esimaphakathi siyaqhubeka sincipha, noma inani lentengo liyehla, noma kokubili kungase kube enqubweni yokwehla: lolu shintsho luzokwenza kube lula ukusheshisa. ukumakethwa kwesikhala esincane se-LED yemikhiqizo yonke-in-one ezwela kakhulu amanani futhi edinga izinkomba eziphezulu zesikhala.
Ikakhulukazi kusukela ngo-2022, amanani embonini ye-LED aqhubekile nokwehla, abe amandla abalulekile aqhuba ukuthuthukiswa kwemakethe yomkhiqizo wonke-in-one.Ngokusho kwedatha evela kwa-RendForce Chibang Consulting, umthamo wonyaka wokuthunyelwa kwemakethe ye-Mini LED display chip ngo-2022 zisagcine izinga lokukhula elingu-15%.Kodwa-ke, ngokombono yenani lokukhiphayo, ngenxa yokwehla kwentengo okubalulekile, isikali senani lokukhiphayo sibonise ukukhula okungekuhle.Ngaleso sikhathi, kusukela ngo-2022, izibonisi ze-LED zithuthukele phambili ekuthuthukisweni kwephethini yokuthuthukiswa okufanayo kobuchwepheshe obune obukhulu: i-SMD, i-COB, i-MIP, ne-N-in-1.Imakethe yomshini wonke-in-one izokwengeza umugqa womkhiqizo omusha wohlobo lwe-MIP ngo-2023, ilangazelela ukukhiqiza ukuncintisana okwengeziwe nokuguquguquka kwezindleko ezingeni lokukhiqiza inqubo, futhi ikhuthaze ukuthuthukiswa kwezicelo zemakethe yezimboni.
Emakethe yemishini ye-LED yonke-in-one, amanye amabhizinisi e-China asevele esesikhundleni sokuhola.Isibonelo, Umbiko Wokucwaninga ka-Ovi Cloud ngemakethe ye-LED yesikhala esincane e-China Mainland ngo-2022 ubonisa ukuthi inkampani engumzali ye-Qingsong Optoelectronics, i-SIYUAN, iyaqhubeka nokugcina indawo yokuqala emakethe yasekhaya ye-LED yomshini owodwa ngevolumu yokuthengisa. kanye nesabelo semakethe esingama-40.7%, futhi usenqobe indawo yokuqala iminyaka emine ilandelana.Lokhu kungenxa yemikhiqizo ethuthukisiwe ye-Qingsong Optoelectronics kanye nesikhundla esiphambili somthombo wombono engqungqutheleni nasezimakethe zokubonisa zemfundo.
Isibonelo, i-Lehman Optoelectronics' "Ucwaningo Ku-Large Scale Smart Smart Display Integrated Machine Technology" kanye namaphrojekthi kazwelonke angu-150 akhethwe ngempumelelo njenge-2022 New Information Consumption Demonstration Project.Ngesikhathi esifanayo, uLehman Optoelectronics ungumholi emakethe yezikrini ezinkulu ze-LED zasekhaya.Ngo-2022, i-Lehman Optoelectronics yahola ekwethuleni isikrini sasekhaya esingu-163 inch 8K COB Micro LED esinencazelo ephezulu kakhulu emhlabeni jikelele, yaphinde yangena emakethe yabathengi yasekhaya esezingeni eliphezulu enemikhiqizo yokubonisa incazelo ephezulu, futhi yathuthukisa ukuthuthukiswa kwe-8K ultra high. incazelo yesakhiwo sochungechunge lwezimboni zevidiyo.Eminyakeni yamuva, i-Lehman Home Big Screen isungule imodeli yokukhangisa yeziteshi eziku-inthanethi nezingaxhunyiwe ku-inthanethi ehlukahlukene, hhayi kuphela ukubonisa nokukhangisa imikhiqizo eziteshini eziku-inthanethi ezifana ne-JD ne-Tmall, kodwa futhi yasungula izitolo eziyi-10 eziphambili kanye nezikhungo zokuhlola e-Shenzhen, Guangzhou, Nanjing, Wuhan, Hangzhou, Chengdu, nezinye izindawo.Iqale yasungula uhlelo oluhamba phambili "lwekhono lesevisi yomkhiqizo" emakethe yasekhaya.
Ngisho, imishini ye-LED yonke-in-one idonse ukunaka kwama-TV amaningi anemibala.Isibonelo, i-Hisense izobeka i-LED edidiyelwe yomshini wokubonisa imakethe esebenzisanayo kanye nokufundisa imakethe yesibonisi se-multimedia ngo-2022. Ukuthatha isikrini esikhulu se-Hisense Vision One esingu-136 inch LED umkhiqizo womshini womshini owodwa njengesibonelo, njengobuchwepheshe obusha "umsebenzi omusha." " yemikhiqizo yokubonisa ehlakaniphile ye-Hisense, yamukela ukwakheka okuhamba phambili kwe-ASIC yokulawula ukukhanya okunembayo okuphezulu kanye ne-chip yekhwalithi yenjini ye-Hisense "Xin Xin", egqamisa ukusetshenziswa kobuchwepheshe bokubonisa obuzimele be-Hisense, futhi inezinga elithile lokuncintisana elihlukene.Ngo-2022, u-Hisense watshala imali eningi ekulawuleni umkhiqizi okhuphukayo womkhakha we-LED, i-Qianzhao Optoelectronics, egqamisa ukwakheka kwamasu ka-Hisense emakethe yesibonisi ye-LED.
Kube ukuvumelana embonini yokubonisa okuqondile ye-LED ukusheshisa ukunwetshwa kwezimakethe zezicelo zokubonisa ezivelayo ezifana ne-micro LED, eholwa yimishini yonke-in-one.Impi yesikhathi esizayo ezungeze imakethe yemishini ehlanganisa wonke umuntu isesigabeni "somjaho".Isakhiwo esihamba phambili samabhizinisi aseShayina sifana nezinzuzo zawo kuchungechunge lwemboni ye-LED yomhlaba wonke.Ngokuhamba phambili kwemishini ye-LED-in-one njengomholi, amabhizinisi aseShayina ngokuqinisekile azokhipha imikhiqizo eminingi "yobuciko baseShayina, izixazululo zesiShayina" emakethe yokubonisa yomhlaba wonke esikhathini esizayo.
Isikhathi sokuthumela: May-06-2023
