Ntiaj teb no LED teeb pom kev lag luam yog loj hlob sai Chip ntsiag to tsim Oligarch

Nrog rau kev loj hlob sai sai ntawm lub ntiaj teb LED teeb pom kev lag luam, LED chaw ntau pob teeb pom kev nkag mus ntawm 11 feem pua ​​​​ntawm xyoo 2012 tau nce ntau dua li tam sim no 30%. Los ntawm qhov sib txawv, Philips, Samsung, Osram thiab lwm lub tuam txhab thoob ntiaj teb tau txiav txim siab tsom mus rau kev muag khoom lossis kev lag luam LED teeb pom kev zoo. Nyob rau saum npoo, cov tuam txhab thoob ntiaj teb no muab lub zog siab LED dej nyab lub teeb vim nws cov npoo qis. Txawm li cas los xij, kev tshawb fawb tseem ceeb, los yog yuam kom ceev ceev ntawm Tuam Tshoj LED teeb pom kev lag luam saw kev lag luam thiab kev sib tw loj heev. Uas tseem ceeb txhim khu kev lag luam concentration degree yog ib qho kev txiav txim siab hauv kev ua tiav tag nrho kev sib tw ntawm peb lub teb chaws LED kev lag luam ntaiv. backpfrontp coob ntawm cov lag luam, me me, kab rov tav tsis sib npaug, tsis muaj kev lag luam ua lag luam, uas tau ua ib qho mob rau Tuam Tshoj txoj kev lag luam LED kev loj hlob, thiab tam sim no, qhov teeb meem no maj mam hloov. Raws li ib qho ntawm txoj hauv kev yooj yim tshaj plaws thiab ua tau zoo kom nce qhov nrawm tshaj plaws, kev sib koom ua ke thiab kev yuav khoom tau nce 1000W LED dej nyab teeb lub tuam txhab. backpfrontp piv rau cov xyoo dhau los, tam sim no kev koom ua ke ntawm cov khoom lag luam hauv qab ntim ntim thiab teeb pom kev zoo siv ntau zaus mergers thiab acquisitions ntawm cov lag luam, tab sis kuj los ntawm kev sib koom ua ke muaj zog ntawm cov kev taw qhia ntawm cov tsis muaj zog rau M \u0026 M muaj zog; thiab mergers thiab acquisitions nyob rau hauv tas li ntawd mus rau lub extension ntawm industrial lub hom phiaj saw kom tiav diversified txoj kev loj hlob, qhov ntau yog cov channel, hom thiab muaj peev xwm txiav txim siab, thiaj li yuav ua rau kom peb lub zog, nthuav dav. Raws li kev txheeb cais, txij li thaum pib ntawm 2015, LED chaw ntau pob dej nyab teeb pom kev sib koom ua ke ntawm kev sib koom ua ke thiab kev yuav khoom hauv thaj chaw muaj ntau dua 30, qhov loj ntawm cov nyiaj rau kev sib koom ua ke thiab kev yuav khoom muaj ntau tshaj kaum billion yuan. backpfrontp los ntawm kev lag luam txuas hauv nruab nrab ntawm lub pob, kev lag luam tau nkag mus rau lub sijhawm sib tw-tawm, hauv 2014 muaj ntau pua lub tuam txhab ntim khoom raug tshem tawm, qhov sib txawv loj dua yog qhov tseem ceeb. Nrog rau qhov loj ntawm kev lag luam nthuav dav ntawm cov tuam txhab teev npe thiab kev tso tawm ntawm lub peev xwm ntau lawm, cov khoom ntim khoom ib txwm yuav nkag mus rau lub sijhawm ntawm cov txiaj ntsig meager. Thiab cov lag luam me thiab tsis tshua muaj peev xwm rau kev tsim khoom loj, nws yog ib qho nyuaj rau kev sib tw nrog cov tuam txhab loj hauv daim ntawv, tsis yog cov nyiaj tau los tsis nce cov txiaj ntsig ntxiv kom tob zuj zus ntawm cov lag luam me hauv lub cev. Tus naj npawb ntawm Tuam Tshoj LED txoj kev teeb pom kev zoo ntim ntim ntau dua 10 lab kev lag luam yuav nce ntxiv. backpfrontp txuas los ntawm kev siv teeb pom kev zoo downstream ntawm kev pom, nrog rau cov teeb pom kev zoo ntawm kev ua tau zoo thiab tus nqi ntxiv, cov khoom sib xws ua rau kev sib tw ntawm kev lag luam intensified. Txhawm rau tsim kom muaj kev paub txog kev lag luam thiab txeeb cov kev muag khoom, lub tuam txhab teeb pom kev zoo tau coj mus rau lub sijhawm tseem ceeb ntawm kev sib koom ua ke, kev sib koom ua ke ntawm kev yuav khoom ntau dua, qhov zoo ntawm cov peev txheej ntxiv rau kev tsom mus rau cov thawj coj hauv kev lag luam. Tuam Tshoj cov tuam txhab teeb pom kev zoo LED tau npaj txhij los lees txais lub baton los ntawm txhais tes ntawm cov tuam txhab thoob ntiaj teb los npaj. backpfrontp thiab downstream kev lag luam saw acquisition nyob rau hauv tag nrho viav vias scene yog txawv, lub upstream epitaxial nti oligopolistic kev sib tw qhov teeb meem yog tshwm sim. Tam sim no, tus naj npawb ntawm cov lag luam nce toj tau poob qis los ntawm ntau dua 60 hauv xyoo 2009 txog 20 lossis tsawg dua, qhov kev ua haujlwm tiag tiag ntawm kev lag luam tsuas yog kwv yees li 15, cov tuam txhab tsib chips saum toj kawg nkaus kev lag luam tau nce mus rau ntau dua 67%. backpfrontp Yog li, qhov concentration ntawm cov khoom siv hluav taws xob ua lag luam zoo li hloov kho yooj yim dua Vim li cas? Ua ntej ntawm tag nrho cov, kev yuav khoom los tsim ib tug tshiab chip manufacturing kab yuav tsum tau muaj kev ruaj ntseg peev. Thaum ntxov Vim yog tsoomfwv cov nyiaj pab, ntau lub lag luam mus yuav LED bay teeb MOCVD cov cuab yeej siv, kev tsim kho cov nroj tsuag, thaj chaw loj LED nti project tau tsim los tsim ib pawg thawj coj ntawm kev lag luam. Nrog rau kev txiav tawm ntawm tsoomfwv cov nyiaj pab, cov neeg tuaj tshiab yuav nyuaj rau kev them nyiaj ua haujlwm nrog cov thawj coj hauv kev lag luam los tsim cov khoom siv sib tw uas xav tau. Lub caij no, txhawm rau txhawm rau nthuav dav, peb yuav tsum tau nqis peev ntxiv rau kev nthuav dav lossis txhim kho cov cuab yeej siv tau zoo, plaub ntiv tes siab dua li tus nqi yuav khoom thiab qee qhov kev ua haujlwm tsis zoo ntawm cov tuam txhab me me LED qhov teeb pom kev nyuaj vim tsis muaj nyiaj ntsuab. ntws rau cov kev nqis peev tom ntej, poob Tom qab cov nyiaj pab yuav raug tshem tawm. Qhov thib ob, kev txhim kho cov khoom sib tw yuav tsum muaj ntau R \u0026 D peev. LED kev lag luam nyob rau hauv txoj kev loj hlob sai, LED arena lub teeb technology yog kev loj hlob sai, domestic thiab txawv teb chaws technology thiab cov khoom thiab ntau lawm technology tshiab hloov tshiab, nti luminous efficiency tau nce mus rau ib tug ntau dua txhua lub hlis twg. backpfrontp kuj yog lub sijhawm luv luv kom txo tau cov nqi tsim khoom txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm Thaum kawg, qhov poob ntawm cov nqi nti ua rau cov nyiaj tau los nyuaj. Nrog lub peev xwm tsim tawm hauv tsev ntxiv, kev sib tw nti kev lag luam, txo tus nqi nrawm, ntxiv compressed upstream neeg profits. Kev lag luam nrog cov neeg siv khoom ruaj khov thiab muaj zog sib tham, txhawm rau ntxiv dag zog rau kev tswj hwm kev lag luam, yog li tsim kom muaj kev sib tw kev lag luam ruaj khov.