"Qhov loj ntawm kev ua lag luam tau poob qis rau plaub xyoos sib law liag" thiab "kev xa khoom tau poob qis kaum xyoo", TV xim zoo li tau dhau los ua pawg nyuaj tshaj plaws hauv kev lag luam khoom siv hauv tsev kom hla lub voj voog. Qhov poob qis yam tsis poob qhov chaw ci ntsa iab yog qhov kev ua tau zoo tag nrho ntawm kev lag luam TV xim hauv xyoo 2023, Mini LED TV yog ib qho ntawm cov ntsiab lus tseem ceeb, uas txhais tau tias qhov nrov ntawm TV xim mus rau qib siab dua, tib lub sijhawm, nrog rau kev tsim kho tshiab ntawm kev lag luam TV xim daim ntawv thov, cov teeb meem kev siv tshuab ntawm kev lag luam tso saib ib txwm muaj thiab kev lag luam TV xim yav dhau los tau raug rhuav tshem sai sai. Ib puag ncig tshiab ntawm kev sib tw TV xim nyuam qhuav pib.
01 Kev tshawb pom thev naus laus zis, kev txhim kho tus nqi, Mini LED TV txuas ntxiv mus ntxiv
Tsis ntev los no, cov koom haum tshawb fawb kev lag luam tau tshaj tawm cov ntaub ntawv qhia txog kev lag luam TV xim xyoo 2023. Zuag qhia tag nrho, daim ntawv tshaj tawm OVI Cloud network tau taw qhia tias xyoo 2023, kev muag khoom thiab kev muag khoom hauv khw muag khoom hauv Suav teb tau poob 13.6% thiab 2.3% feem. Raws li cov ntaub ntawv los ntawm Lotu Technology, kev xa khoom ntawm cov tshuab TV tiav hauv xyoo 2023 tau poob 8.4% xyoo-rau-xyoo, tshwj xeeb tshaj yog nyob rau ib nrab xyoo tom ntej, qhov kev poob qis tau nthuav dav mus rau 14.3%.
Txawm li cas los xij, txawv ntawm qhov kev poob qis ntawm kev lag luam TV xim, Mini LED TV tau ua tiav qhov kev nce siab hauv xyoo 2023 kev muag khoom hauv tsev ntawm 920,000 units, ib xyoos-rau-xyoo nce ntawm 140%. "Mini LED TV txoj kev no, los ntawm 22 xyoo tau pib muaj kev loj hlob tseem ceeb, los ntawm cov ntaub ntawv txheeb cais, kev muag khoom hauv Suav teb Mini LED TV los ntawm 2021 100,000 units, mus rau 2022 380,000 units, thiab tom qab ntawd mus rau 23 920,000 units, tau qhia txog kev loj hlob sai, 2024 kuj tseem yuav loj hlob ob npaug." Luo Tu technology (RUNTO) TV kev lag luam saw senior analyst Wang Xianming tau hais rau State grid.
Los ntawm qhov kev xav ntawm kev txhim kho thev naus laus zis, Mini LED yog raws li kev txhim kho ntawm LCD ib txwm muaj hauv cov thev naus laus zis luminous backplane, thiab nrog kev txhawb nqa ntawm tiam tshiab ntawm cov chips zaub kom ua tiav kev txhim kho zoo ntawm LCD luv luv board ib txwm muaj, thaum qhov tseeb ntawm cov duab zoo thiab qhov sib piv yog qhov ntsuas OLED, tab sis zoo zam cov teeb meem xws li OLED screen hlawv, thiab txhim kho lub neej kev pabcuam zoo heev.
"Tam sim no, los ntawm qhov pom ntawm cov yam ntxwv pom, Mini LED nrog kev pab los ntawm kev hloov pauv thev naus laus zis los tsa ntau lub peev xwm tsim LCD qub hauv kev lag luam, yog li cov chaw tsim khoom LCD ib txwm muaj nyob rau lub sijhawm hloov kho thev naus laus zis LED, tab sis kuj tseem tswj kev sib tw ua lag luam txaus, vim tias cov kab tsim khoom LCD tom qab kev txhim kho tuaj yeem tsim LCD, thiab tuaj yeem tsim Mini LED," Yog li tus nqi tsim khoom raug txo qis heev. "Tus kws tshawb fawb txog kev lag luam thoob ntiaj teb ywj pheej Chen Jia rau tus neeg sau xov xwm hauv xeev tau lees paub.
Raws li Tianfeng Securities cov kws tshuaj ntsuam xyuas tau taw qhia tias tam sim no, kev lag luam Mini LED hauv tsev tau loj hlob ntau dua, txoj kev txo nqi tau meej dua, cov khoom siv sab saud, cov chaw tsim khoom ntim khoom nruab nrab teb rau kev loj hlob ntawm kev thov, cov khoom lag luam sab hauv qab sib koom ua ke los nrhiav kev txhim kho, txo nqi kom tso tawm qhov kev thov, tab sis kuj txuas ntxiv txhawb kev nkag mus ntawm Mini LED. Raws li TrendForce, tus nqi nkag mus thoob ntiaj teb Mini LED TV yuav nce ntxiv los ntawm 3% hauv xyoo 2023 mus rau 12% hauv xyoo 2027.
Tshwj xeeb, Mini LED hauv tsev tau ua tiav qhov kev vam meej loj hauv kev lag luam. Piv txwv li, tsis ntev los no, tus thawj coj thoob ntiaj teb ntawm TV foundry Zhaochi tau hais hauv kev kwv yees kev ua tau zoo xyoo 2023 tias lub tuam txhab tau ua tiav qhov kev vam meej loj hauv kev siv tshuab miniaturization, Mini RGB chip miniaturization tuaj yeem ua tiav qhov kev poob qis dawb hauv qab lub hauv paus ntawm tib lub teeb pom kev zoo, thiab tseem pab Mini LED zaub kev lag luam txuas ntxiv txo cov nqi. Tib lub sijhawm, nrog rau cov thev naus laus zis thiab kev paub dhau los hauv Mini LED backlight pob, Zhaochi muab kev pabcuam rau cov neeg siv khoom uas npog cov hom TV hauv tsev thiab txawv teb chaws.
Raws li Konka tshaj tawm rau pej xeem tsis ntev los no, lwm lub tuam txhab uas tau tsim kom muaj txiaj ntsig zoo hauv Mini LED kev lag luam kuj suav nrog Konka, tam sim no nyob hauv Chongqing Konka Semiconductor photoelectric Science thiab Technology Park tau muab tso rau hauv kev tsim khoom, tsis yog tsuas yog tsim cov kab tsim khoom me me Mini / Micro LED chip thiab cov kab loj hloov pauv ntawm cov txheej txheem tiav. Ntxiv mus, nws kuj muaj peev xwm kuaj MLED thiab muaj peev xwm tsim khoom ncaj qha, thiab nws cov khoom tsim Mini LED chips tau muab rau cov neeg siv khoom sab hauv thiab sab nraud, suav nrog kev tso saib lag luam, kev saib xyuas loj, studios, kev nthuav qhia, ua yeeb yam thiab lwm yam.
02 Cov chaw tsim khoom ua kev tshawb fawb thiab kev txhim kho ntawm cov xwm txheej kev faib tawm, thiab Mini LED tseem yog ib qho thev naus laus zis hloov pauv
"Los ntawm qhov kev pom ntawm kev lag luam thoob ntiaj teb, Mini LED TV kuj tau qhia txog kev loj hlob sai, cov hom lag luam tseem ceeb suav nrog cov hom lag luam txawv teb chaws Samsung, LGE thiab Sony, cov hom lag luam Suav suav nrog TCL, Hisense, Skyworth thiab Xiaomi." Raws li qhov kev teeb tsa ntawm lub taub hau hom, xyoo 2024, kev teeb tsa ntawm Mini LED backlight technology ntawm super-loj yuav txuas ntxiv txhim kho ntau heev, tshwj xeeb tshaj yog rau 75-nti thiab 115-nti TVS." Wang Xianming hais.
Txawm li cas los xij, rau cov tuam txhab tsim khoom TV, txawm hais tias muaj cov cib fim tshiab los ntawm kev txhim kho ntawm cov neeg siv khoom xav tau, lawv tseem yuav tsum ntsib qhov kev poob qis ntawm kev lag luam TV xim thiab qhov kev qhib qis dua 30%, thiab nrog rau kev sib koom ua ke ntawm cov tswv yim lag luam, thiab cov teeb meem kev siv tshuab ntawm kev lag luam tso saib ib txwm muaj thiab kev lag luam TV xim yav dhau los tau raug rhuav tshem sai sai, yuav ua li cas los tsim kom muaj qhov zoo sib txawv, Tsim cov teeb meem kev siv tshuab tshiab yog qhov tseem ceeb.
"Lub hom lag luam TV xim niaj hnub no yeej sib ntaus sib tua lossis lub zog ntawm kev siv tshuab, tshwj xeeb tshaj yog qhov nce ntawm tiam tshiab ntawm Internet of Things thev naus laus zis thiab kev txawj ntse ntawm lub tshuab, qhib qhov kev sib txuas ntawm kev lag luam TV xim ib txwm muaj, lub hom lag luam TV xim yav tom ntej tsis yog tsuas yog tsim thiab muag TV xim xwb, cov neeg siv khoom txiav txim siab yuav khoom ntau ntxiv rau cov khoom hauv qhov kev saib tiag tiag, TV Xim, zaub, vijtsam ntse, tshuab txhua yam hauv ib lub tshuab thiab lwm yam hauv tsev, chaw ua haujlwm, kev lag luam, kev kho mob ntawm cov khoom lag luam tshwj xeeb tshwm sim hauv cov kwj deg tsis kawg, thiab cov khoom lag luam tshwj xeeb no raws li ntau yam xwm txheej yog lub zog tshawb fawb thiab kev txhim kho ntawm cov tuam txhab tsim TV xim, kev lag luam TV xim yav tom ntej yuav vam khom qhov kev thov rau kev saib yeeb yaj kiab kom dhau los ua dej hiav txwv xiav sib tw tshiab."
Ntxiv rau qhov ntawd, Dong Min, tus lwm thawj coj ntawm Tuam Tshoj Electronic Video Industry Association, kuj tau hais hauv kev xam phaj nrog State Grid tias rau TV, ua ntej tshaj plaws yuav tsum tau koom ua ke rau hauv lub tsev, txawm tias nyob rau hauv qhov tsos, lossis nyob rau hauv cov kev xav tau kev ua haujlwm, cov neeg siv khoom tam sim no muaj cov kev xav tau TV sib txawv, muaj ntau qhov xwm txheej xws li saib yeeb yaj kiab, ua si, kawm, kev noj qab haus huv thiab lwm yam. Yog li ntawd, cov tuam txhab tsim TV yuav tsum ua kev tshawb fawb thiab kev txhim kho ntawm cov xwm txheej segmented rau cov pab pawg neeg siv sib txawv, xws li lub xov tooj ntse ntse, uas nrov dua tam sim no, qhov tseeb, tsis muaj qhov sib txawv loj ntawm TV ib txwm muaj, tab sis nws ua tau raws li kev xav tau siv ntawm qee tus neeg. Yog li ntawd, txawm hais tias kev nce qib ntawm The Times tau ua rau TV tsis yog "C" me ntsis ntawm tsev neeg, nws tau ua si nws txoj haujlwm zoo tshaj plaws hauv ntau qhov xwm txheej kom tau raws li cov kev xav tau ntawm cov neeg siv.
Los ntawm qhov kev xav ntawm cov qauv ntawm cov hom lag luam tseem ceeb, LCD, Mini LED, OLED, QNED, laser TV thiab lwm yam yog cov thev naus laus zis TV tam sim no, Mini LED TV sawv tawm hauv ntau cov thev naus laus zis tso saib, kom ua tiav kev nkag mus thiab kev muag khoom txuas ntxiv mus, kuj yog tsav los ntawm cov yam ntxwv kev lag luam thiab kev ua lag luam.
Txawm li cas los xij, los ntawm qhov kev xav ntawm kev txhim kho thev naus laus zis, MicroLED yog qhov kev taw qhia thev naus laus zis LED siab tshaj plaws tam sim no, ntxiv rau, cov thev naus laus zis tso saib laser kuj nyiam mloog nrog cov txiaj ntsig tshwj xeeb xws li kev tiv thaiv qhov muag thiab lub vijtsam loj. Chen Jia tau hais tias qhov teeb meem loj tshaj plaws nyob rau pem hauv ntej ntawm kev lag luam vaj huam sib luag yog yuav ua li cas kom sib npaug Mini-LED lub peev xwm tsim khoom kom ua si LCD cov kab tsim khoom pov tseg cua sov, thaum qhov kev teeb tsa ntawm MicroLED siab dua lub peev xwm tsim khoom los daws nrog kev tsim kho tshiab thev naus laus zis yav tom ntej, qhov nyuaj ntawm kev daws teeb meem ntau dua li kev hloov pauv ntawm tus nqi lag luam vaj huam sib luag thiab kev lag luam ntim siab.
Nws tuaj yeem pom tias Mini LED kub tam sim no yuav tsis hloov nws cov khoom hloov pauv, Micro LED, laser zaub, thiab lwm yam raws li kev taw qhia thev naus laus zis tam sim no ntau dua, qhov teeb meem loj tshaj plaws uas cuam tshuam nws txoj kev loj hlob ua ntej yog qhov teeb meem nqi, tab sis nrog Mini LED mus rau theem siab ceev ceev, TV thiab lwm yam thev naus laus zis zaub yuav raug tsim kho tshiab ntxiv. Nyob rau hauv kev tshawb fawb thiab kev txhim kho ntawm cov tuam txhab tsim khoom hauv tsev thiab txawv teb chaws, ib tiam tshiab ntawm cov vijtsam vaj huam sib luag yuav siv tes sab saud nrog cov thev naus laus zis zaub ua ntej, thiab tseem yuav yuam kom muaj kev hloov pauv tshiab hauv LED vaj huam sib luag kev lag luam saw hlau suav nrog cov tuam txhab tsim khoom TV xim.
Lub sijhawm tshaj tawm: Lub Xya Hli-24-2024