Dhowr maalmood ka hor, ayaa lagu qabtay timaha ballaaran urur securities gorgortanka "in 2011 LED seminar warshadaha" on, khabiir ka qayb kulanka iyo madaxda ganacsiga, cilmi-baarista mashruuca nalalka semiconductor qaranka iyo horumarinta iyo ururka warshadaha ku xigeenka xoghayaha guud, Mr GengBo dalalka Yu Bin badda star star, maareeyaha guud, PhD, qalalan sida photoelectric, madaxa maaliyadda, xoghayaha guddiga Mr Ye Sunyi ka soo qayb galay kulanka, iyo warshadaha LED 2011 ayaa qaaday doodda. Nuxurka ugu muhiimsan ee shirka iyo ra'yiga ayaa lagu soo koobay hoos:
1. dhowrka sano ee soo socda warshadaha LED waxay ilaalin doonaan koritaanka degdega ah
10kii sano ee la soo dhaafay LED si loo hagaajiyo sanad kasta, saamiga qiimaha nalalka LED-ka ayaa ka gudbay ilaha iftiinka ee dhaqameed, nalalka iyo nalalka kharashka dhamaystiran ayaa ka hooseeya nalka iftiinka, nalka halogen iyo iftiinka tube CFL, waxay noqon doontaa mid u dhigma 2012 nalalka tamarta-badbaadinta. 2015 qiimaha alaabada LED waxa laga yaabaa in hoos loo dhigo 1/5 ee 2010, marka heerka guud ee dhex galka suuqa nalka uu gaadhay 50%, sanadka 2020 waxa uu xisaabin doona in ka badan 75% ee suuqa nalka.
Tartanka warshadaha adduunka ee hadda jira waa Maraykanka iyo Japan, Yurub, Kuuriyada Koonfureed, Shiinaha iyo Taiwan. Hadda dhammaan waddamada samaynta hawlgalinta istaraatiijiga ah, sida Japan iyada oo loo marayo kabitaanka dawladda si kor loogu qaado iftiinka LED-ka, si weyn ayaa loo filayaa inay beddelaan heerka 2015 ee 50%, beddelka heerka 100% ee 2020; Kuuriyada Koonfureed ee 2015 si loo hubiyo in 30% ee suuqa iftiinka guud.
Qiimaha wax soo saarka warshadaha LED ee Shiinaha ayaa gaaray 120 bilyan yuan, in ka badan 4000 shirkadood, shantii sano ee la soo dhaafay celceliska heerka kobaca ee 35%, in ka badan 40% ee 2010. Tirakoobka xogta laxiriira ayaa sheegay in qiimaha wax soo saarka LED Guangdong uu gaaray 83.5 bilyan yuan. Qiimaha wax soo saarka warshadaha ayaa la filayaa dhowrka sano ee soo socda celceliska heerka kobaca in ka badan 35%. Shiinaha ayaa hadda ku jira cilmi-baarista tignoolajiyada muhiimka ah iyo horumarka ayaa sameeyay guulo la taaban karo, gaar ahaan marka la eego alaabooyinka baakadaha waxay leeyihiin astaamo u gaar ah, codsiyada sidoo kale waxay leeyihiin horumar weyn. Codsiga patent-ka, codsiga shatiga LED-ka in ka badan 28912, oo ay ku jiraan ku-xirnaanta iyo patent-ka codsiga ayaa lagu tiriyaa ku dhawaad 70%; Goobta imtixaanka qaranku waxay leedahay lix iyo saddex ayaa qorsheynaya.
2. Maalgelinta warshadaha LED waxay u janjeertaa kuleylka qaabdhismeedka
Qiimaha wax soo saarka warshadaha nalalka caadiga ah wuxuu gaaray 290 bilyan yuan, 2010, 2010, LED qiimaha wax soo saarka iftiinka guud 18 bilyan yuan, koror 140% ka badan 2009, 2009 yuan, xisaabinta 21% ee cabirka suuqa codsiga LED, ilaa 14% in ka badan 14% Sannadkii 2009, oo ay ku jiraan iftiinka waddada LED, iftiinka tunnel-ka ayaa kordhay in ka badan 100%. Tirakoobka Ururka Shaqaalaha nalka dariiqa LED ee gudaha kaas oo leh in ka badan 1.6 milyan. Dhexgalka suuqa LED-ku wuxuu ka yar yahay 1% 2010, waxaa la filayaa inuu gaaro 30% 2015. Laakiin si adag u hadla, suuqa nalalka guud sidoo kale waa inta badan dawladda, suuqa dhabta ah weli ma bilaaban, laakiin in la beddelo nalka dhaqanka waa isbeddel. ee Times.
Miisaanka maalgashiga gudaha ee 20 bilyan, 2009, 2010 ilaa 30 bilyan, maalgashiga inta badan wuxuu ku urursan yahay isku xirka silsiladda warshadaha ee kala sarreynta. Maalgelinta gudaha ee hadda waa mid aad u weyn. Qayb ka mid ah shirkadaha tamarta qoraxda ayaa sidoo kale maal-galiyay, poly (kooxda xin waxay maalgelisay $2.5 bilyan, 500 oo nooc oo MOCVD ah oo la soo dhoofiyay ayaa dhisay saldhigga LED ee suzhou.
Tirada qalabka MOCVD 2010 qorshaha dhul-beereedka cusub 09 ee 50% ee sahayda caalamiga ah MOCVD, qorshe saddex sano ah ee 1466 unug cusub, in ka badan wadarta guud ee 09 caalamiga ah MOCVD qalabka, sida uu qorshuhu, saddex sano ka dib epitaxial wafer wax soo saarka awoodda Noqo 10 ilaa 15 jeer ka 2009. Halkan waxaa muhiim ah in la ogaado in warshaduhu ay u baahan yihiin inay soo baxaan, lambarka qalabka kor ku xusan ayaa laga yaabaa inuu weli gabaabsi yahay, laakiin hadda ma uusan soo bixin suuqa, way adag tahay in qalabkani uu noqdo wax dheeraad ah ma leh. Maalgashiga ayaa u janjeera in uu kululeeyo qaabdhismeedkiisa, in ka badan saddex meelood meel ka mid ah ganacsigii nal dhaqameedka ayaa galay ama qorsheynaya inuu galo.
3. Shiinaha LED warshadaha fursadaha iyo caqabadaha labadaba
Sababtoo ah Shiinaha oo ku saleysan nalka dhaqameed iyo sidoo kale tiknoolajiyada qalabka caadiga ah, awoodda waxay u badan tahay inay noqoto warshadaha LED ee Shiinaha. Shiinaha heerka qaran ee xakamaynta suuqa iyo saamaynta isbedbedelku waa mid cad.
Fursadaha warshadaha LED-ka ee gudaha iyo caqabadaha ayaa wada nool. Fursadaha: 1, suuqyada dhaqanka iyo kuwa soo koraya waxay leeyihiin fursado ganacsi oo aad u weyn, 2 ee warshadaha iftiinka, warshadaha dhismaha ayaa aad u daran, 3, ilaalinta tamarta iyo dhimista qiiqa iyo horumarinta waara waxay siinaysaa fursad wanaagsan warshadaha LED, 4, iyo siyaasadda kama dambaysta ah si xoog leh kor loogu qaado warshadaha koritaanka, sannadkii hore ee bandhigga warshadaha semiconductor ee tartanka u taagan macnaha waa weyn; Caqabadaha: 1, wadamada horumaray waxay horey u lahaayeen siyaasad kor u qaadis codsi ah, 2, wadamada horumaray waxay soo saareen xannibaado xidhitaan ah, sida isticmaalka tamarta sare ee nalalka caadiga ah iyo faynuusyada, Shiinaha sidoo kale wuxuu u baahan yahay inuu la socdo iyo 3, sidoo kale wuxuu ka walwalaa warshadaha si kor loogu qaado heerka dawladeed waxay saameynaysaa shaqaalaynta warshadaha iftiinka dhaqameed si degdeg ah, laakiin kala-guurka ayaa loo baahan yahay in lagu fuliyo si waafaqsan xeerarka suuqa, siyaasadaha waxaa lagu wadi karaa oo kaliya, 4, iyo Giant caalami ah oo xoog leh codsiga hoose wuxuu u baahan yahay. na si loo dedejiyo isdhexgalka, 5, iyo patent-ka caadiga ah ayaa noqday diiradda tartanka caalamiga ah, lix, qaybinta khayraadka warshadaha aan la isu ururin, iyo Shiinaha waa dhaqaalaha maxalliga ah, in la xaddido horumarinta maxalliga ah waa adag tahay; Heerka sare wuxuu u janjeeraa alaabada dhexda, faa'iido darrada kartida, 7, taageerada warshadaha iyo isuduwidda kuma filna. Taageerada farsamada, deegaanka horumarku kuma filna. Heerka maal-gashigu waa hooseeyaa, isku-midaanshaha alaabada khatarta ah, suuqyada caadiga ah iyo shahaadaynta sida hagaajinta habka ogaanshaha.
4. 2011 waxay noqon doontaa suuqa ugu horreeya ee nalalka guud ee LED
Rajada cusub ee suuqa, suuqa cusub ee isticmaalaya ledhku waxay leeyihiin qiimo dhaqaale oo sarreeya iyo faa'iidooyinka deegaanku waa 10 sano 8 saacadood maalintii (30000 saacadood) 2010-2015 saadaasha, waxtarka sawir-qaadista ayaa gaadhay 60 2010 lm/w, 2015 waxay gaadhay 100 lm/w, qiimaha RMB 70, 2010, marka la gaaro 2015 wuxuu hoos uga dhici karaa heerarka $10. Waxaa la filayaa 2013-ka waa qiimaha beddelka, taas oo ah in la yiraahdo, dhibicdani waa LED-ga kor u qaadida baaxadda weyn ee dhibicda leexinta.
Nalalka LED-ka ee suuqa mustaqbalka waxay noqon doonaan LED by technology iyo horumarka degdega ah ee qiimaha hoostiisa labada taayir. Isbahaysiga ayaa la filayaa, suuqa iftiinka guud ee LED ee 2011, bilaabay 2011-2012, iftiinka LED wuxuu noqon doonaa ka ganacsiga, warshadaha, xafiiska iyo nalalka aagga dadweynaha si tartiib tartiib ah ilaa nalalka qoyska.
Istaraatiijiyada maalgashiga:
1. ujeedo ganacsiyada suurtagalka ah: karti xooggan oo is dhexgalka nidaamka, ganacsi leh awood is dhexgalka toosan isku mar; Qaar ka mid ah ganacsiyada gaarka ah; Waxay ka faa'iidaysan kartaa channels brand ee shirkadaha; EMC waxay leedahay sifooyinka moodooyinka ganacsiga.
2. meelaha muhiimka ah: marka loo eego iftiinka dadweynaha ee ugu horreeya, nalalka ganacsiga iyo nalalka guriga ee waddada qaabka habaysan.
3. wakhtiga maalgashiga: la soco khariidad daahsoon, toban magaalo wan iftiin iyo mashruucyo huiimin ah sida siyaasada qaranka (suurtogal ah) nuska dambe ee 2011, ka faa'iidayso nalka LED-ka si aad fursad u bilowdo.
5. Baakadaha LED-ka ee awoodda sare leh waxay u janjeertaa tusm dhammaystiran
Iyada oo isbeddelka horumarinta ee tartanka waxqabadka qalabka LED hadda ma aha halbeeg keliya, laakiin waxay u muuqdaan inay tixgeliyaan waxtarka iftiinka iyo tusmooyinka samaynta midabka, sida nolosha, qiimaha, tusmooyinka dhammaystiran. Jihada tignoolajiyada baakadaha awoodda sare leh waa cufnaanta hadda jirta, iska caabbinta kulaylka sare, tusmada samaynta midabka sare, isdhexgalka sare iyo hufnaanta sare ee iftiinka.
Chip-ka weyn ee soo socda, baakadaha chip-ka, baakad cufnaanta cufnaanta cufnaanta yar ee moduleka ayaa noqon doonta isbeddelka.
6. Siidaynta MOCVD waxay shidaal ku kordhin doontaa isugeynta warshadaha
Wax soo saarka gudaha ee hadda jira epitaxial wafer kor u kaca MOCVD kulaylka maalgashiga waa mid aad u sarreeya, 2011 rakibaadda gudaha ee qalabka imaatinka alaabta waa in ay ahaataa agagaarka 500 unug, 2 ilaa 3 rubuc sanadkan, marka loo eego awoodda wax-soo-saarka ayaa si tartiib tartiib ah loo sii deyn doonaa, waxay keeni kartaa qaar ka mid ah Saamayn ku yeelanaya suuqa jilibka dhexe ee gudaha, ayaa la filayaa inuu cad cad qiimaha jajabku hoos u dhaco 20 ilaa 30%.
Heerka sare ee chip-ka waa warshad tignoolajiyadeed oo aad u sareysa, ma aha oo kaliya inay haysato shooladda, ka sii muhiimsan waa in la haysto koox karti leh, tayada gudaha ee hadda jirta ee aaggan waa mid aad u yar. Sidaa darteed, labada sano ee soo socota warshaduhu waxay dardargelin doonaan isku-dhafka, sida toban sano ka hor shirkadaha Taiwanese, ugu dambeeya waxay noqon karaan 6 ilaa 7 shirkadood, shirkadaha qaarkood ma aysan xukumin shooladda oo ma bilaabi karaan, qiimaha dhimista shooladda waa mid aad u sarreeya, ma awoodo ' t soo saarida badeecado ganacsi oo tayo sare leh ayaa laga yaabaa inay wajahdo baabi'in.
7. dhawaan nalalka LED-ku waxay noqon doonaan qaab awood sare iyo awood yar oo wada nool
Waqtigan xaadirka ah alaabooyinka iftiinka LED-ka ee xawaaraha hooseeya, inta badan waxay ku tiirsan yihiin mashruuca dawladda ee kor u qaadista, laakiin calaamad wanaagsan oo ah hababka soo ifbaxaya sida EMC, iyada oo loo marayo hirgelinta bangiyada, caymiska iyo hay'adaha kale ee maaliyadeed, iftiinka warshadaha LED, iftiinka dadweynaha ee degdegga ah. horumarinta. Nalalka kale ee shisheeyaha si ay u joojiyaan tirinta, suuqa iibka muddada-gaaban waxay u badan tahay inuu si dhakhso ah u koro.
Hadda qiimaha nalalka LED-ka iyo qiimaha ayaa weli aad u sarreeya, silsiladda sahayda weli si buuxda uma hagaajin, sidoo kale waxaa jira baahi badan oo loo baahan yahay xiriirka teknoolajiyada, sidoo kale waxay u baahan yihiin in la sii wanaajiyo waxtarka iftiinka. Sababtoo ah qiimaha, alaabada iftiinka LED ee dhowaan leh awood sare iyo awood yar oo isku dhafan ayaa wada nool, laakiin qalabka korontada sare ayaa si weyn loo dhimay, alaabada awoodda sare ee LED waa isbeddelka horumarinta.
8. Samaynta rukhsad madax-bannaan waa habka aasaasiga ah ee horumarinta muddada-dheer
Dhibaatada patent LED waa mid ka mid ah qodobbada muhiimka ah ee xaddidaya horumarinta warshadaha LED-ka ee Shiinaha, warshadaha LED-ka ee Shiinaha si ay saameyn ugu yeeshaan adduunka oo dhan, tani waa arrin aan hore u dhicin, waa in ay horumariyaan patent-ka madaxbannaan. Laakiin dhibaatada patent-ku maaha arrinta udub-dhexaadka u ah heerka jajabka, ama waferka epitaxial, habka jajabka ee awoodda uu qofku ku hawlgelinayo. Waqtigan xaadirka ah habka loo xalliyo dhibaatada patent waa ugu weyn ama agagaarka aagga adag ee patent-ka, bixinta royalties si aad u hesho oggolaansho, iwm. Waqtigan xaadirka ah patent-ka Japan si adag, Yurub iyo Maraykanka, South Korea, Taiwan, dhul weynaha oo dabacsan.
Arrinka patent-ku waxa uu ku lug leeyahay agabka chip-ka, qaab-dhismeedka aaladda, fosfooraska, qaybinta iftiinka sare, qaabaynta qaabaynta, sida heerar kala duwan, waxa ugu muhiimsan wali waa budada fluorescent iyo agabka substrate. Shatiga phosphor ee ugu weyn ee gacanta kiimikaad, waxay qaataan waa walxo aluminate ah, silicate-ka gudaha ee hadda jira iyo nitrides waa r&d, laakiin wali waxay u baahan yihiin inay hagaajiyaan isku halaynta iyo xasilloonida. dhinaca wax Substrate ah, dalkeena in si xoog leh kor u Si substrate wax, ergada ururka nanchang crystal samayn kartaa caasimadda ah 60 million yuan maalgashiga cilmi-baarista iyo horumarinta, ayaa horumar weyn ilaa hadda, mar guusha awood u yeelan doonaan in ay warshadaynta ee technology wareegga isku dhafan. waxaa lagu dabaqaa chip LED-ka, waxay si weyn u dhimi doontaa kharashka chip-ka iyo rajada mustaqbalka waa mid aad u ballaaran.
Waqtiga boostada: Agoosto-10-2016