Umthelela Wokwenyuka Kwentengo Kwe-US-China Kwakamuva Embonini Yokuthunyelwa Kwezibonisi ze-LED yaseChina

Ukwenyuka kwakamuva kokungezwani kwezohwebo phakathi kweChina ne-US sekudonse ukunaka kwemakethe yomhlaba wonke, lapho i-US imemezela amanani amasha okuthengwa kwempahla yaseShayina futhi i-China isabela ngezindlela ezifanayo. Phakathi kwezimboni ezithintekile, umkhakha we-LED waseChina wokuthekelisa umkhiqizo ubhekane nezinselelo ezinkulu.

1. Isimo Semakethe kanye Nomphumela Osheshayo
I-China ingumkhiqizi omkhulu emhlabeni wonke futhi ithumela ngaphandle imikhiqizo ebonisa i-LED, kanti i-US iyimakethe eyinhloko yaphesheya kwezilwandle. Ngo-2021, imboni yokukhanyisa yaseShayina yathumela ngaphandle impahla ebiza izigidigidi ezingama-65.47, okuhlanganisa nempahla ebiza izigidigidi ezingama-65.47, kuhlanganisa namabhiliyoni angama-47.45 (72.47%) asuka emikhiqizweni yokukhanyisa ama-LED, kanti i-US ithatha isabelo esikhulu. Ngaphambi kokwenyuswa kwentela, izibonisi ze-Chinese LED bezibusa imakethe yase-US ngenxa yesilinganiso sazo esiphezulu sokusebenza kwezindleko. Kodwa-ke, amanani amasha entengo aphazamise lokhu kuguquguquka.

2. Ukwenyuka Kwezindleko Nokungalungi Kokuncintisana
Izintela zikhuphuke kakhulu izindleko zokuboniswa kwe-Chinese LED emakethe yase-US. Amaketango okunikezwayo ayinkimbinkimbi kanye nemiphumela yentela enqwabelene ephoqelela ukwenyuka kwamanani, kucekela phansi inzuzo yamanani yaseChina. Isibonelo, i-Leyard Optoelectronic Co., Ltd. ibone ukwenyuka kwentengo ngo-25% kuzibonisi zayo ze-LED e-US, okuholele ekwehleni kwama-oda okuthunyelwa kwamanye amazwe ngo-30%. Abathekelisi baseMelika baphinde bacindezela amafemu aseShayina ukuthi athathe ingxenye yezindleko zentela, ancinde izilinganiso zenzuzo.

3. Ukushintsha Kwesidingo kanye Nokuguquguquka Kwemakethe
Ukukhuphuka kwezindleko kwenze abathengi abazwela intengo babheke kwezinye izinto noma ukungenisa okuvela kwamanye amazwe. Nakuba amaklayenti asezingeni eliphezulu asengabeka phambili ikhwalithi, isidingo sisonke singenile. I-Unilumin, ngokwesibonelo, ibike ukwehla okungu-15% unyaka nonyaka ekuthengisweni kwase-US ngo-2024, namaklayenti aqaphela kakhulu amanani entengo. Ukushintshashintsha okufanayo kubonwe phakathi nempi yohwebo yango-2018, okuphakamisa iphethini ephindaphindayo.

4. Ukulungiswa kanye Nezinselele Zokuhlinzeka Ngempahla
Ukuze kuncishiswe amanani entengo, ezinye izinkampani zama-LED zaseShayina zithuthela ukukhiqiza e-US noma emazweni esithathu. Nokho, leli su lihlanganisa izindleko eziphezulu nokungaqiniseki. Umzamo we-Absen Optoelectronic wokusungula umkhiqizo wase-US ubhekane nezinselele zezindleko zabasebenzi kanye nobunzima bokulawula. Ngaleso sikhathi, ukuthenga okubambezelekile ngamakhasimende ase-US kubangele ukushintshashintsha kwemali engenayo njalo ngekota. Isibonelo, imali engenayo ka-Ledman yase-US yokuthekelisa yehle ngo-20% ngekota ngekota ku-Q4 2024.

5. Izimpendulo Zesu zamabhizinisi aseShayina

Ukuthuthukiswa Kobuchwepheshe: Izinkampani ezinjenge-Epistar zitshala imali ku-R&D ukuze zithuthukise inani lomkhiqizo. Izibonisi ze-LED ze-ultra-high-refresh-rate ze-LED ezinokunemba okuphakeme kombala zivikele ukukhula okungu-5% ekuthunyelweni kwe-premium kwase-US ngo-2024.

Ukwehlukahlukana Kwezimakethe: Amafemu andela eYurophu, e-Asia nase-Afrika. I-Liantronics yathuthukisa i-China's Belt and Road Initiative, yathuthukisa ukuthunyelwa kwempahla e-Middle East naseNingizimu-mpumalanga ye-Asia ngama-25% ngo-2024, yaqeda ukulahlekelwa kwezimakethe zase-US.

6. Ukwesekwa kukaHulumeni kanye Nezinyathelo Zomgomo
Uhulumeni wase-China usiza lo mkhakha ngoxhaso lwe-R&D, izinxephezelo zentela, nemizamo yezikhulu zokumisa izimo zokuhwebelana. Lezi zinyathelo zihlose ukugqugquzela ukusungulwa kanye nokunciphisa ukuthembela emakethe yase-US.

Isiphetho
Ngenkathi impi yentela yase-US-China ibeka izinselelo ezinzima embonini yokubonisa i-LED yaseChina, iphinde yasheshisa uguquko kanye nokwehlukahlukana. Ngokusungula izinto ezintsha, ukwanda kwezimakethe zomhlaba, kanye nokwesekwa kukahulumeni, lo mkhakha usulungele ukuguqula isimo sibe yithuba, sivule indlela yokukhula okusimeme phakathi nokushintshashintsha kwezohwebo.