Entrando em 2021, a epidemia global desacelerou e a rápida implementação da nova vacina da coroa trouxe a indústria doméstica de LED para o estágio de retomada do trabalho e da produção. Após um ano de prevenção e controle de epidemias, a indústria de LED agora está se recuperando e os embarques dos principais fabricantes estão aumentando gradualmente. Então, em 2021, a indústria de displays de LED continuará a florescer como antes?
From the new year's financial report data of major LED manufacturers, we can see some changes in the industry: LED industry has entered a new round of growth cycle, and upstream and downstream companies in the LED industry have seen a significant increase in orders. At the same time, LED product prices have risen sharply, glasses-free 3D displays are favored by users, and small-pitch Micro LED products have gradually become industrialized.
For some new changes in the LED industry in 2021, the specific reasons are as follows:
1. The LED industry has entered a new round of growth cycle, and the supply of products is in short supply, mainly due to the suspension of many LED projects in the early stage due to the impact of the epidemic. As the national epidemic slowed down, all walks of life recovered. With the help of the country's large infrastructure plan, LED projects across the country have been launched one after another, and the demand for LED products has increased.
2. The price of LED products has risen sharply. Under the influence of the global epidemic, the gap in LED driver chips has triggered a new wave of chip price increases, which indirectly led to the price increase of LED display products and the supply chain linkage effect.
3. Glasses-free 3D display screens are favored by users. In fact, glasses-free 3D technology has been developed for more than ten years. In the past year, glasses-free 3D screens have become popular in China and become the focus of landmark buildings in major cities. The 3D shocking scene attracts audiences to stop and punch in. Photograph.
4. The landing and industrialization of small-pitch Micro LED technology has spurred the LED industry to enter a broader market space and initiated a new round of industry high-growth cycle. The commercial application of Micro direct display products and the large-scale replacement of Mini backlights will greatly increase the growth rate of the LED industry.
After the baptism of the 2020 epidemic, a new trend has emerged in the LED industry. Those LED manufacturers that do not take technology as the core have very weak corporate anti-risk capabilities and have been eliminated in this process. But under the impetus of the country's major infrastructure, those LED companies that have survived will witness the vigorous development of the LED industry.
