Tus nqi lag luam ntawm Micro LED: Ntau -Billion Dollar Opportunity for Chipmakers thiab Industry Chain Restructuring
Tom qab txheeb xyuas suav tsis txheeb cov kev siv thev naus laus zis, kuv tau kawm tias qhov kev lag luam muaj txiaj ntsig ntawm kev siv thev naus laus zis feem ntau yog qhov txiav txim siab hauv nws txoj kev vam meej. Raws li kev suav los ntawm cov koom haum tso cai,micro LED zaubthev naus laus zis tsis yog tsuas yog hloov kho cov khoom lag luam xwb tab sis kev hloov kho tshiab ntawm tag nrho cov khoom lag luam khoom lag luam muaj txiaj ntsig - muaj peev xwm tsim kev lag luam tshiab txhua xyoo ntau dua RMB 20 billion.
Qhov cuam tshuam ntau ntawm Chip xav tau
Cia cov ntaub ntawv hais: Yogmicro LED zaubua tiav 100% kev nkag mus hauv smartwatches thiab VR / AR cov khoom siv, nws yuav siv ntau dua 14 lab 2-nti LED wafers txhua xyoo. Txhawm rau muab qhov no rau hauv kev xav, qhov ntawd sib npaug rau 20% ntawm qhov kev thov thoob ntiaj teb tam sim no rau LED chips! Hais txog tus nqi tso zis, tsuas yog ob daim ntawv thov no tuaj yeem tsim kev lag luam txhua xyoo ntau dua RMB 20 billion.
Cov qauv ntaub ntawv ntxaws ntxiv qhia tau hais tias: los ntawm 2021, qhov kev thov raumicro LED zaublos ntawm smartwatches thiab VR / AR cov khoom siv ib leeg yuav ncav cuag 4.88 lab sib npaug 2-nti wafers, sib xws rau qhov chaw lag luam ntawm RMB 8.1 billion. Thiab qhov no tsuas yog qhov pib xwb, tseem tsis tau suav txog lub peev xwm ntawm kev lag luam loj dua li smartphones thiab TVs.
Kev hloov pauv hauv Kev Lag Luam Chain Power
Cov yam ntxwv technical ntawmmicro LED zaubdictate ib tug hloov nyob rau hauv lub faib ntawm tus nqi nyob rau hauv lub lag luam saw. Nyob rau hauv cov tsoos LED zaub saw, ntu ntim tuav ib txoj haujlwm tseem ceeb.Micro LED zaubTxawm li cas los xij, tshem tawm cov txheej txheem ntim khoom ntawm LED, hloov cov chips ncaj qha mus rau kev tsav tsheb substrate. Qhov no txhais tau tias:
- Ib qho tseem ceeb nce nyob rau hauv tus nqi sib koom ntawm upstream chip manufacturers.
- Cov tuam txhab ntim khoom ib txwm ntsib lub luag haujlwm redefinition.
- Cov tuam txhab Chip tuaj yeem txuas ntxiv lawv cov haujlwm nce mus rau hauv kev hloov pauv thiab ntim cov txheej txheem.
Qhov kev hloov pauv no twb pib nyob rau hauvmini LED zaubtheem tab sis yuav dhau los ua tshaj tawm hauv lubmicro LED zaubera. Cov tuam txhab nti ua lag luam zoo li Sanan Optoelectronics thiab HC SemiTek tsis yog tsuas yog nthuav tawm cov peev txheej chips tab sis kuj tseem nqis peev hauv kev hloov pauv thiab tsav tsheb thev naus laus zis, nrhiav kev sib koom ua ke ntsug ntawm kev lag luam saw.
| Daim ntawv thov Scenario | Muaj peev xwm txhua xyoo LED Wafer Demand (2 "sib npaug) | % ntawm Kev Xav Tau Ntiaj Teb Tam Sim No | Muaj peev xwm ua lag luam txhua xyoo (RMB) |
|---|---|---|---|
| Smartwatches & VR / AR (100% nkag mus) | 14 million+ | ~20% | 20 billion + |
| Smartwatches & VR/AR (2021 yog.) | 4,88m ua | ~5% | 8.1 billion |
Kev nqis peev peev thiab thawj -Mover Advantage
Cov peev txheej nthuav qhia kev lag luam tiam sis: Apple tau txais LuxVue hauv 2014, Sony tseem nqis peev hauv CLEDIS R&D, thiab Sharp tau nqis peev hauv kev hloov pauv thev naus laus zis thawj coj eLux. Cov tuam txhab suav hauv Suav kuj tseem ua haujlwm; Sanan Optoelectronics tau kos npe rau daim ntawv cog lus them nyiaj ua ntej nrog Samsung Electronics los koom ua ke tsimmicro LED zaubchips, thaum Yestec Technology LTD koom tes nrog Shenzhen Capital Group nrhiav thoob ntiaj teb thev naus laus zis M&A cov hauv kev.
Lub Evolution ntawm me me LED Zaub Market
Nws yog tsim nyog sau cia tias cov tsoosme me LED zaubkev lag luam yuav tsis ploj tam sim ntawd tab sis yuav hloov mus rau qhov tshwj xeeb thiab kev kho kom haum. Kev ua lag luam siab - kawg yuav maj mam hloov los ntawmmini LEDthiabmicro LED zaub, tab sis qhov nruab nrab - mus rau - qis - kev lag luam kawg yuav khaws nws cov niche. Cov qauv kev loj hlob stratified no muaj ntau nyob rau hauv keeb kwm ntawm cov khoom siv technology, zoo ib yam li kev lag luam sib txawv thaum lub sij hawm LCD hloov CRT.
Kev lag luam theoretical evolution los ntawmme me LED zaubcov qauv mus rau - tiam tom ntej technologies tau ua tiav los ntawm kev xaiv cov tswv yim rau pem hauv ntej- cov tuam txhab xav.Yestec Technology Ltdmuab ib qho piv txwv ntawm no adaptive industrial layout. Lub tuam txhab tau teeb tsa nws cov kev ua haujlwm kom muaj lub hauv paus muaj zog hauv kev tsim cov khoom lag luam txhim khu kev qha ntawm siab - zoome me LED zaubCov khoom lag luam tus qauv, uas txuas ntxiv ua haujlwm ruaj khov kev lag luam xav tau rau cov chaw hais kom ua, khw muag khoom kos npe, thiab daim ntawv thov qiv. Qhov no muab cov nyiaj tau los tseem ceeb thiab kev tsim khoom ruaj khov uas yuav tsum tau ua rau ntev -R & D peev.
Ib yam li ntawd, Yestec tab tom xa cov peev txheej tseem ceeb rau hauv kev tshawb fawb, kev tsim kho, thiab kev txhawb zog ntawm daim ntawv tshiab- cov khoom lag luam raws limini LED zaubthiabmicro LED zaubtechnologies. Qhov no ob lub tswv yim - taug qab cov tswv yim tso cai rau lawv los tsim kev txawj ntse hauv siab - ntim ntim, kev sib koom ua ke ntawm tus tsav tsheb IC, thiab cov qauv zoo nkauj tshiab- xws li nkhaus, pob tshab, lossis ultra- zoo- suab video phab ntsa- uas tau qhib los ntawm cov tshiab tshiab. Lawv lub hom phiaj yog kev txiav txim siab thiab tswj hwm kev hloov pauv, coj lawv cov khoom lag luam thiab cov neeg siv khoom los ntawm cov kev daws teeb meem rau kev nce siab dua - txhais, siab dua - daws teeb meemLED zaubcov khoom. Los ntawm kev txawj ntsemini LEDhnub no thiab positioning raumicro LEDtag kis, thaum txhawb nqa lawvme me LED zaubkev lag luam, Yestec piv txwv li cas kev lag luam tuaj yeem mus rau lub sijhawm no ntawm kev sib txawv ntawm cov thev naus laus zis, ua kom muaj kev txuas ntxiv thaum ua haujlwm rau yav tom ntej ntawm kev paub txog kev pom.
Los ntawm kev nqis peev foundations, qhov tseem ceeb tshaj plaws players hauv lubmicro LED zaubkev lag luam saw yog cov tuam txhab chip nrog kev txawj ntse thiab ntsuas qhov zoo. Lawv tsis tsuas yog tau txais txiaj ntsig los ntawm cov nyiaj tau los ntawm cov nyiaj tau los ntawm kev xav tau kev loj hlob tab sis kuj muaj peev xwm los ntes tus nqi ntxiv los ntawm kev siv thev naus laus zis. Tau kawg, kev paub txog thev naus laus zis thiab kev tswj hwm tus nqi tseem nyob luv luv - lub sijhawm nyuaj, tab sis qhov ntev - lub sij hawm sib txawv yog qhov tseeb.
