福彩快三开户注册

2017年小間距LED屏價格會上漲嗎?

2017-01-05 19:42:55 admin 40

2016年小間距LED屏行業最大的事情莫過于上游漲價了。5月份開始,包括上游的襯底、芯片、支架、燈珠、晶片、包裝材料、鋁基板、稀有金屬等原材料,中游的封裝企業都進入漲價通道。這對于三四月份還在大談價格下降的下游終端企業而言“如同一記悶棍”。年初P1.9小間距LED產品就突破26000元/平米大關的走勢,正在給整個行業帶來“變數”。在這種矛盾化的行情下,2017年小間距LED屏價格會上漲嗎?

福彩快三开户注册  DANSHI,RUGUOJINJINSHIZHANGJIA,XIAYOUQIYEHUANNENGHAOHAODE“NEIBUXIAOHUA”。SANJIDU,BUFENCHANPINSHENZHICHUXIAN“DUANHUO、DUANGONG”FENGBO。ZHEXIANZHUYINGXIANGLEXIAYOUPINGTIQIYEDEDINGJIAZOUSHI:JIHUSHI5NIANLAI,SHOUCIYOUQIYEGONGKAIDUIHUOJIACHANPINZHANGJIA。SHANGYOUZHANGJIAFENGBOFASHENGDEYUANYIN,ZHUYAOYOULIANGCENG:

福彩快三开户注册  YIFANGMIANSHI,DAHUANJINGXINGDEYINSU。ZHEZHUYAOSHI2016NIANZHONGQIYILAIHUAGONGHEHEISEYEJINCHANPINDEJIAGEHUIDIAO,RENLIZIYUANDENGJIAGEDESHANGZHANG,YIJIHUILVBIANHUA,DAOZHIDEXUJINKOUBUJIANCHANPINJIAGEBODONG。ZHEZHONGBIANHUAFANYINGDESHIHONGGUANJINGJIXINGSHIDEBUWENDING,JUYOUKUAXINGYEDEGONGXINGTEZHENG。YOUQISHIDUIYUSHEWAIYEWUZHONGDEHUILVBIANHUA,YIXILIEZHURUYINGGUOTUOOU、MEIGUODAXUANDENGZHONGDAZHENGZHISHIJIANDE“YIWAI”YINGXIANG,GENGSHITIXIANLEQUANQIUZHILIXINGSHIDE“BODONGXING”。

  另一方面,LED行業上游價格上漲的最大原因還在于需求擴張。這不僅僅涉及近年來小間距LED屏產品的市場擴大,也涉及到:1.照明和廣告箱體產品LED化的加速推進;2.大尺寸液晶電視的流行和全球液晶電視市場恢復小幅增長造成的背光源LED需求增加;3.2012年開始的行業去產能和去庫存周期導致的供給成長停滯。

  ZHENGSHIXUQIUKUOZHANGHEGONGGEIBUZUDESHUANGZHONGZUOYONG,CAIZAOCHENGLE2016NIANSANJIDUXIAOJIANJULEDXINGYEJIBIANZHANGJIAYENENGDUANHUODEXIANSHI。

  對于此輪漲價風波,還必須認真研究中游封裝行業的特殊性。封裝行業的產能需求并非簡單受到襯底和晶片業的“面積”產能影響,也受到具體“單顆晶體”的尺寸影響。即,當小間距LED行業需求更多的0.4、0.8和1.2規格的燈珠,同時LED發光效率穩步提升的背景下, “單顆晶體”尺寸會越來越小。在相同的襯底和晶片面積產能下,封裝行業的“工作數量”卻大幅增加。或者說,2016年三季度的斷供主要是封裝業產能不足造成的。 

  產能不足的背面是需求旺盛:小間距LED行業為何需求如此旺盛呢?答案也很簡單,價格下降。此輪漲價之前,LED行業已經連續5年降價。2015年P4.0產品半年價格下降4成,2016年初P1.9產品價格跌到25000元/平米,成為最便宜的“大屏拼接產品”——價格下降驅動了需求增長,也帶來了產能消耗的大增。 

  YOUSHANGFENXIKEYIKANDAO,YEJINGDIANSHIBEIGUANG、ZHAOMINGSHICHANGHELEDPINGZISHENDEXUQIUZENGCHANG,SHI“SHANGYOUZHANGJIA”DEHEXINYUANYIN;FENGZHUANGYEZHUNBEIBUZUZESHIZUIDADEZHIJIETUISHOU。2017NIAN,SHANGYOUSHICHANGSHIFOUHUANHUIJIXUZHANGJIA,YEQUJUEYUYISHANGSIGEFANGMIANDEHUDONG。

  CONGYEJINGDIANSHIKAN,2016NIANDACHICUNCHUHUOLIANGZENGFUHENDA、ZHENGTISHICHANGGUIMOYEZAIKUOZHANG。DANSHI,2016NIANXIABANNIANDEYEJINGMIANBANDEZHANGJIAXINGQING,YIJINGZANSHIZHONGDUANLESHICHANGJIXUKUOZHANGDEDONGLI。HUOZHESHUO,2017NIANYEJINGDIANSHIXINGYEDUILEDCHANPINDEXIAOHAOZENGCHANG,HENKENENGSHI“GUANXING”HUADE,ERFEIDONGLIHUADE。ZHAOMINGXINGYELEDHUADEFAZHANFANERSHIYIGEZHONGYAOBIANLIANG。ZHEGESHICHANGSUIRANGUONEIBUFENYIJINGJIAOWEIBAOHE,DANSHIQUANQIUSHICHANGKANHUANCHUYUXIANGSHANGFAZHANJIEDUAN。XIAOJIANJULEDZISHENDUIDENGZHUDEXIAOHAOSHIFOUJIXUKUAISUKUODA,ZEQUJUEYUJIAGEHEGONGGEIDESHUANGXIANGHUDONG。2016NIANYIJINGYOUZHANGJIADEQUSHI,XIANGXIN2017NIANQISHICHANGBODONGHUIGENGWEIPINGHUAN。FENGZHUANGCHANYEZEZAI2016NIANCAIQULEJIJIDECHANNENGKUOZHANG,ZHEWEI2017NIANSHICHANGDEWENDINGTIGONGLEJICHU。

福彩快三开户注册  ZONGSHANGSUOSHU,2017NIANXIAOJIANJULEDSHANGYOUSHICHANG,BUJUYOUJIAGEXIAHUADE“DAHUANJING”。JIXINGYERENWEIDE2016-2018SANNIANJINGQIQIDEYUCEHENKENENGSHIXIAN。DANSHI,CONGBODONGXINGKAN,SHICHANGYEZAIHUIGUILIXING,2016NIANSANJIDUDUANGONGSHIJIANZHONGYANGAILVBIJIAOXIAO、SHICHANGDAFUTIJIADEKONGJIANYIBUDA。BUGUO,JIBIANYUCESHICHANGHUIGENGWEIWENDING,XIAOJIANJULEDPINGQIYEHUANSHIXUYAOZAIGONGYINGLIANSHANGJINYIBUHANGSHIJICHU,YINWEIGUOJIQIYEDUICHANNENGDEZHENGDUOJIANGSHI2017NIANDELINGYIGE“SHANGYOUBODONG”。http://the028.com