资源描述
|LED LED 2022 Research LED 22 30%23 LED 3 15%60%DISCIEN 2022 LED 200 to G to B 2 LED XR LED LED LED LED LED LCD 2020 2000 2022 4100 XR XR LED XR Trendforce 2022 LED 4.3 20-22 CAGR 90%25 10 LED LED 2021-2022 DCI LED Mini/Micro LED Mini/Micro LED Mini/Micro LED+Mini/Micro LED LED Micro LED LED LED GGII 2025 Mini LED 53 85%2025 Micro LED 35 2027 Micro LED 100 LED B G LED mini/micro LED/2023 04 18 021-63325888*8514 S0860514050005 BPT856 S0860522090002 LED LED 2 LED.4 1.1 LED LED.4 1.2 LED.6 G 7 8 9 1.3 Mini/Micro LED.12 Mini LED Micro 14 Micro LED LED 16.18.19 1ZDWvMtOtQmNsMtQrMtMqRaQ9R6MoMrRtRtQkPrRnRjMqRvN9PrRzRxNrNoRuOmMxO LED 3 1 LED.4 2 LED.4 3 LED/.4 4 2022 LED.5 5 LED.5 6 2020 LED.6 7 22H1 LED.7 8 22H1 LED.7 9 2019-2020.7 10 2020.7 11 LED.8 12 2021 LED.8 13 LED.8 14 LED.10 15.11 16.11 17.13 18 Mini LED.13 19.14 20 Mini LED.15 21 2021-2026 Mini LED.15 22 Micro LED.16 23 Micro LED.17 24 2020-2027 Micro LED.17 1 XR.9 2 2022 XR.10 3 LED.11 4 2021-2022 6 DCI.12 5 Mini LED Micro LED.12 6 2022 Micro LED.17 7.18 LED 4 LED 1.1 LED LED LED LED TrendForce 2022 LED 72 6%3 15%22 21 Research LED 22 30%23 led TrendForce 22 LED 45 28%25 LED 90 LED 85%futuresource 2021 60%1 LED 2 LED Trendforce Trendforce LED LED 0.4mm LED LED 2.5mm 1.0mm LED LED 2022 Q1 LED 1.6/17Q1 6.3/21Q1 2.8/3 LED/0%5%10%15%20%25%30%0204060801001202021 2022 2023E 2024E 2025E LED yoy25%26%26%27%27%28%28%29%0204060801002020 2021E 2022E 2023E 2024E 2025E LED yoy LED 5 AVC Revo 2022 LED P2.5-2.1 39%P1.4 1.4pct 16.6%P1.0 P0.9 4 2022 LED p LED LED+LED LED LCD LED LED 5 LED 00.511.522.533.544.5520Q1 20Q2 20Q3 20Q4 21Q1 21Q2 21Q3 21Q4 22Q1 22Q2 22Q3 LED/0%5%10%15%20%25%30%35%40%45%P2.5-2.1 P2.0-1.7 P1.6-1.5 P1.4-1.0P1.0%LED 6 Research 1.2 LED LED LED LED 2020 LED 59%41%LED 6 2020 LED 41%59%LED 7 22H1 LED()72%TOP3 47%LED 7 22H1 LED 8 22H1 LED DISCIEN DISCIEN G 2022 2020 GDP 7.8%2025 GDP 10%2023 2020 20 10%3%GDP 39%44%9 2019-2020 10 2020 72%28%0%5%10%15%20%25%0500001000001500002000002500003000002019 2020 0%5%10%15%20%25%30%35%40%45%020000400006000080000100000120000140000160000 LED 8 LED LED LED G LED G 2020 LED GGII 2020 2000 2022 4100 LED 5%-6%DISCIEN 3-5 2023 LED 2026 4 50%130-139 135 136 138 11 LED 12 2021 LED GGII DISCIEN DISCIEN LED B 13 LED 0%20%40%60%80%100%120%0500010000150002000025000300003500040000450002020 2021 2022 2023E 2024E 2025E 2026E yoy49%32%10%9%130-139 150-169 105-110 LED 9 DISCIEN GGII 2022 LED 4100 15%9.5 23/GGII LED 2024 1 200 150 2000 300 10%LED 5 1000 XR LED+XR XR XR LED XR XR XR 1 XR XR LED LED 10 XR LED XR LED LED XR TrendForce 2021 LED 2.8 136%2022 XR Trendforce 2022 LED 4.3 20-22 CAGR 90%25 10 14 LED TrendForce 2 2022 XR LED/The TDC Studio Supreme Studio xR BLUEBOX XR Studios xR Meta Box Vossler studios Ten Dots GCC CJENM 0%20%40%60%80%100%120%140%160%-200 400 600 800 1,000 1,2002020 2021 2022 2023E 2024E 2025E LED yoy LED 11 Cairo Womb Studio LEDinside XR XR LED LED,LED 2021 8 2025 10 LED 15 16 Wind Wind LED DISPLAY 5%LED 110 3 LED LED 48cd/500cd/BT-2020 4K 8K LED 0200,000400,000600,000800,0001,000,0001,200,0001,400,0002021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-112023-01 01000020000300004000050000600007000080000900002006200720082009201020112012201320142015201620172018201920202021:LED 12 DCI DCI 2022 DCI 6 DCI UC-A41 VFC STARX-LED 6 4 2021-2022 6 DCI DCl LG+2019 11 LG LED Cinema 4K 2021 5 Unilumin UC-A41 4K 2021 7 LA2K-10 2K 2021 11 UC-A21 2K AET 2022 1 LED 4K 2022 2 GS01 LED 4K AET 2022 3 CL10-2KA 2K 2022 8 LP-CINEMA-100 2K/4K 2022 10 LA2K-20 2K 2022 10 4K Display 1.3 Mini/Micro LED Mini/Micro LED Mini LED 100-300 Micro LED 100 LED Mini/Micro LED 5 Mini LED Micro LED Mini LED Micro LED()100-300um 100um 0.1mm-1.0mm 0.1mm/COB/LED 13 1000000:1 1000000:1 NTSC 80%-110%140%(/)178/178 178/178()100000 80000-100000 MIR Databank Micro/Mini LED 2023 2024 Micro/Mini LED 2 3 Mini/Micro LED 1 Mini LED LCD Mini LED Mini LED Mini LED 2 Mini/Micro LED LED Mini/Micro LED/Mini/Micro LED 17 18 Mini LED TrendForce CINNO Research LED SMD COB IMD MIP SMD 1 P1.0 LED 14 COB LED PCB LED IMD SMD COB(4-9)SMD SMD SMD COB MIP Micro LED Micro LED Micro LED MIP MIP Micro LED MIP COB Mini/Micro LED COB MIP COB SMD 15%COB 10%COB 5%Mini/Micro LED MIP LED MIP SMT 19 LED Mini LED Micro Mini LED Mini LED LED Mini LED LED 15 Mini LED 2018 Mini LED 2019 Mini LED 2019-2020 Mini LED POB 2021 Mini LED COB 20 Mini LED Research Mini LED Mini LED TV Mini LED 2022 Mini LED 1900 2026 3000 IT Mini LED MacBook ipad 2022 Mini LED 背光 IT 显 示 面 板 出 货 量 预 计 为 1580 万片 2021 Mini LED 200 2020 4 2022 Mini LED 300 21 2021-2026 Mini LED Omdia 051015202530352021 2022 2023E 2024E 2025E 2026E LED 16 Micro LED LED Micro LED Micro LED LED VR/AR Micro LED Mini/Micro LED GGII 2025 Micro LED 35 2027 Micro LED 100 22 Micro LED GGII Micro LED/Micro LED LCD/Omdia 2022 Micro LED VR/AR Micro LED Micro LED ARVR Omdia 2024 Micro LED 0204060801001202025E 2027E MicroLED LED 17 23 Micro LED 数据来源：Yole、东方 证券研 究所 24 2020-2027 Micro LED Omdia 6 2022 Micro LED inch/TheWall 89 23.9 TheWall 114 18.25 SONY-146 44.47 SONY-219 39.50 LG MAGNIT DVLED Extreme 325 38.12 0200040006000800010000120002020 2021 2022 2023E 2024E 2025E 2026E 2027E LED 18 Smart Wall 118 40.63 Micro LED 216 31.13 Micro LED 162 13.12 Micro LED 135 20.12 Micro LED 108 28.2 LEDPLAY 138 9.82 LEDPLAY 110 5.57 Research LED B G LED Mini/Micro LED LED(300296)(300232)(300389)LED(600703)(688012)7 2022 2022 2022 2022)2022)B G C 64%36%42%82 yoy-8%70 yoy+1%2.8 yoy-54%LED 85%28.6%yoy-1.5pct B G 42%58%78%71 yoy-2%64 yoy+4%0.64 yoy-65%LED 91%8%27.5%yoy+4.2pct B G 37%63%54%28 yoy+20%2.0 yoy+578%LED 95%LED 31.1%yoy+7.4pct LED 19 LED Mini LED Micro LED COB COG LED 20 Tabl e_Disclai mer 12/15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
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