Lub Hwj Chim ntawm Cov saw: Yuav ua li cas kev sib koom ua ke LED muab txiaj ntsig kawg -Cov neeg siv 🔗
High -zooLED npoyog ntau tshaj qhov suav ntawm nws qhov chaw; nws yog qhov culmination ntawm sophisticated thiab paub tab thoob ntiaj teb cov saw hlau. ↳➡ ib
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50 +Kaw SupplierHigh Quality Manufacturing
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30 +Peb tus kws tshaj lijTus kws tshaj lij Flooring neeg ua haujlwm
Nkag siab txog qhov ecosystem no yog qhov tseem ceeb, thiab ntawm Yestec Technology LTD, peb ntseeg tias tus neeg siv khoom paub yog ib qho muaj zog. Txoj xov zoo? Kev sib sau ua ke thiab kev loj hlob ntawm kev lag luam tau txais txiaj ntsig ncaj qha rau qhov kawg - cov neeg siv los ntawm kev ua tau zoo dua, kev ntseeg tau zoo dua, thiab kev sib tw nqi ntau dua.
Segment ntawm LED zaub kev lag luam
LED kev lag luam saw yog segmented rau hauv dej ntws (epitaxy thiab nti manufacturing), midstream ( ntim), thiab downstream (daim ntawv thov thiab sib dhos). ➤
Led Chips
Hauv kaum xyoo dhau los, cov saw no, tshwj xeeb tshaj yog nyob rau sab saud thiab nruab nrab, tau pom muaj kev sib koom ua ke tseem ceeb. Cov neeg ua si loj xws li San'an thiab HC Semitek tam sim no ua tus thawj coj ntawm kev tsim cov khoom siv hluav taws xob, tsav kev lag luam ntawm nplai thiab mob siab rau R&D hauv kev ua haujlwm ntawm nti thiab kev ua haujlwm me me. Qhov kev tsom xam no ua rau qis qis, kom ntseeg tau tias Yestec tau nkag mus rau qhov siab tshaj plaws thiab txhim khu kev qhaLED moduleCheebtsam rau peb cov khoom.
Led Teeb
Qhov kev txawj ntse no txhais tau hais tias cov khoom tseem ceeb ntawm koj cov zaub - cov LEDs lawv tus kheej - yog tsim los nrog cov txiaj ntsig zoo kawg thiab sib xws. Rau cov chaw tsim khoom lag luam zoo li Yestec, qhov no txhais ua qhov kev ua tau zoo thiab cov xim sib xws thoob plaws txhua qhovLED modulepeb qhov chaw. Nws tso cai rau peb kom muaj kev lav phib xaub zoo thiab sawv kev ntseeg siab tom qab lub neej ntev ntawm peb cov khoom, tsim kev ntseeg siab nrog peb cov neeg siv khoom.
LED modules
Tsis tas li ntawd, cov khoom lag luam paub tab txhawb kev tsim kho tshiab hauv kev lag luamLED modulenws tus kheej. Cov tuam txhab ntim khoom txuas ntxiv txhim kho ntau zog, ua haujlwm tau zoo, thiab zoo dua -pitch modules. Qhov kev sib txuas ncaj qha ntawm kev tsim kho tshiab no ua rau Yestec tuaj yeem sib koom ua ke qhov kev nce qib tshiab tam sim no rau hauv peb cov khoom lag luam, los ntawm kev txhim kho tus nqi tshiab rau kev ua yeeb yaj kiab zoo rau kev txhim kho kev tiv thaiv rau qhov chaw hnyav.
Table 1: Concentration in the LED Industry Chain (2018 Data)
| Ntu | Cov Thawj Coj Sawv Cev | Market Concentration (CR3) * | Kev cuam tshuam thoob ntiaj teb |
|---|---|---|---|
| Upstream: Chips | San'an, HC Semitek | ~71%(Hauv tsev) | Tuam Tshoj tsim ~ 40% ntawm thoob ntiaj teb LED chips. |
| Midstream: Ntim | NationStar, MLS | "Ib qho Super, Ntau Lub Zog" | China accounts for >58% ntawm cov khoom ntim thoob ntiaj teb. |
| Downstream: Zaub | Leyard, Unilumin, Yestec | ~ 30% (Top 6 mfrs.) | Cov khoom lag luam suav suav yeej thoob ntiaj teb nplua -pitch kev lag luam. |
***CR3=Kev sib koom ua lag luam sib koom ntawm 3 tus neeg ua si sab saum toj.*
Table 2: Tuam Tshoj LED Kev Lag Luam Tus Nqi & Kev Loj Hlob (2018)
| Kev lag luam ntu | Tus nqi tso zis (Billion CNY) | Qhia tawm ntawm Tag Nrho LED Kev Lag Luam | 10-Xyoo CAGR (2009-2018) |
|---|---|---|---|
| Upstream (Chips) | 190 | 2.6% | Siab Volatility, Tam sim no Stabilizing |
| Midstream (Packaging) | 961 | 13.2% | Kev Loj Hlob |
| Downstream (Applications) | 6,136 | 84.2% | ~25.3% |
Source: GGII
Peb lub suab tso cai nyob rau hauv cov khoom lag luam teeb meem los ntawm ntau xyoo ntawm kev cog lus kev sib raug zoo nrog cov neeg xa khoom sab saum toj -tier. Peb tsis yog yuav khoom xwb; peb koom tes nrog cov qauv zoo thiab kev txhim kho yav tom ntej. Qhov no ua kom ntseeg tau tias txhua tus YestecLED npoyog tsim los ntawm lub hauv paus ntawm kev ua tau zoo, los ntawm tus kheej nti mus rau qhov kawg, cov duab zoo heev. Koj tuaj yeem ntseeg tau tias peb cov khoom sawv cev rau qhov kawg ntawm qhov kev lag luam LED thoob ntiaj teb tuaj yeem ua tiav.
