Tuam Tshoj tus semiconductor laser li kev lag luam loj tau nthuav dav hauv xyoo tas los no. Raws li tsab ntawv ceeb toom, Tuam Tshoj lub semiconductor laser lag luam loj tau mus txog 4.34 billion yuan nyob rau hauv 2021, thiab xav kom muaj kev loj hlob nyob rau hauv lub xyoo tom ntej. Tshwj xeeb tshaj yog nrog txoj kev loj hlob sai ntawm kev lag luam thev naus laus zis xws li 5G kev sib txuas lus, kev tsav tsheb tsis muaj zog, thiab kev tsim khoom ntse, qhov kev thov rau cov khoom siv hluav taws xob semiconductor txuas ntxiv zuj zus, tso lub hauv paus ruaj khov rau kev nthuav dav ntawm kev lag luam loj.
Nyob rau hauv cov nqe lus ntawm lub ntiaj teb no kev ua lag luam, lub semiconductor laser lag luam loj kuj tseem loj hlob tsis tu ncua. Nws tau kwv yees tias lub ntiaj teb semiconductor laser lag luam loj yuav ntau tshaj 10 billion US las hauv 2025, uas qhia txog kev loj hlob muaj zog.
Kev txhim kho thev naus laus zis, tsoomfwv txoj cai txhawb nqa thiab kev lag luam loj hlob tuaj koom ua ke txhawb txoj kev loj hlob sai ntawm semiconductor laser ntaus khoom lag luam. Nrog rau kev ua haujlwm tsis tu ncua hauv semiconductor laser technology thiab kev nthuav dav ntawm daim ntawv thov kev lag luam, kev lag luam loj yuav txuas ntxiv mus.
Semiconductor Laser Devices Kev Lag Luam Status
Outlook thiab Kev nqis peev
Tuam Tshoj txoj kev lag luam semiconductor laser tuaj yeem muab faib ua plaub thaj chaw muaj kev lag luam loj, Pearl River Delta, Yangtze River Delta, Central Tuam Tshoj thiab Bohai Hiav Txwv cheeb tsam. Cov chaw tsim khoom plaub no muaj qhov sib txawv, Pearl River Delta rau me me thiab nruab nrab-lub zog laser ua tshuab, Yangtze River Delta rau high-power laser txiav thiab vuam cov cuab yeej, Bohai Rim rau high-power laser cladding thiab tag nrho-khoom- lub xeev laser, coj los ntawm Wuhan, Central Tuam Tshoj npog loj, nruab nrab thiab me me laser ua khoom.
Semiconductor laser kev lag luam tau txais txiaj ntsig los ntawm kev loj hlob sai ntawm kev lag luam xav tau. Nrog rau txoj kev loj hlob ntawm kev sib txuas lus thev naus laus zis, qhov nrov ntawm kev sib txuas lus fiber ntau thiab kev tsim kho ntawm 5G network, qhov kev thov rau cov khoom siv kev sib txuas lus zoo thiab cov khoom siv kho qhov muag tau nce. Tsis tas li ntawd, qhov kev thov rau lasers hauv kev kho mob zoo nkauj, cov khoom siv, thiab LIDAR tseem nthuav dav, ua rau kev loj hlob ntawm kev lag luam.
Semiconductor laser kev lag luam muaj kev nrawm nrawm ntawm kev siv tshuab thev naus laus zis thiab kev txhim kho cov khoom lag luam. Nrog rau kev nce hauv R & D peev thiab kev siv thev naus laus zis tsis tu ncua, hom tshiab ntawm lub zog muaj zog, kev ua haujlwm siab thiab ruaj khov semiconductor laser khoom txuas ntxiv mus. Cov kev hloov kho thev naus laus zis thiab kev hloov kho cov khoom lag luam tuaj yeem muab kev ua tau zoo dua thiab kev siv dav dav, pab txhawb cov neeg siv khoom thiab txhim kho cov khoom sib tw, yog li txhim kho cov txiaj ntsig ntawm kev lag luam.
Nrog rau txoj kev loj hlob ntawm 5G kev sib txuas lus thiab smartphones, qhov kev thov rau GaAs RF fais fab chips tseem nce ntxiv, uas ua rau kev siv GaAs cov ntaub ntawv hauv microelectronics. Tsis tas li ntawd, cov ntawv thov nyob rau hauv daim teb ntawm LED zaub thiab teeb pom kev zoo kuj tseem muaj zog thov. Nyob rau hauv lub neej yav tom ntej, nrog rau kev txhim kho cov thev naus laus zis tshiab thiab cov khoom tshiab, xws li VCSEL cov cuab yeej siv rau 3D kev txheeb xyuas thiab Mini / Micro LED rau cov khoom siv high-end tiaj tus, GaAs cov ntaub ntawv yuav muaj ntau dua qhov chaw thov.
Semiconductor sector kev ua tau zoo yog muaj zog
Nyob rau lub sijhawm tsis ntev los no, A-kev sib koom ua lag luam semiconductor phaj txuas ntxiv ua haujlwm. Nrog rau kev tuaj txog ntawm ib nrab xyoo tshaj tawm lub caij, ib tug xov tooj ntawm semiconductor tuam txhab uas muag yuav tsum nce lawv cov kev ua tau zoo nyob rau hauv thawj ib nrab ntawm lub xyoo no. Institutional tsom xam, AI + innovation voj voog superimposed nyob rau hauv lub dual tsav ntawm kev lag luam rov qab, lub semiconductor kev lag luam boom degree kom ua tau kom sov, kev lag luam yuav tsum qhib ib tug tshiab puag ncig ntawm upward voj voog.
Raws li lub Xya hli ntuj 22, txij thaum Lub Xya Hli 9, flush semiconductor kev lag luam Performance index nce nce mus txog 11.24%, ntau dua 90% ntawm cov khoom lag luam hauv cov phaj yog qhov zoo, ntau dua 50% ntawm cov khoom lag luam nce ntau dua 10%.
Nrog rau kev tuaj txog ntawm ib nrab xyoo tshaj tawm lub caij, ib tug xov tooj ntawm semiconductor tuam txhab uas muag yuav tsum tau nce kev ua tau zoo nyob rau hauv thawj ib nrab ntawm lub xyoo no. Flush cov ntaub ntawv qhia tau hais tias, raws li tam sim no, Shenwan theem nrab kev lag luam semiconductor phaj, tag nrho ntawm ntau tshaj 40 tuam txhab uas muag tau tshaj tawm 2024 ib nrab xyoo kev kwv yees, ntawm uas ntau tshaj 70% ntawm lub tuam txhab kev ua tau zoo kwv yees, suav nrog 17 nce, 11 thim rov qab. ntawm poob, 4 me ntsis nce. Nws yog ib nqi sau cia hais tias lub saum toj no ntau tshaj 40 tuam txhab uas muag, Changchuan Science thiab Technology, Allwinner Technology, Weir shares thiab lwm yam 21 tuam txhab uas muag yuav tsum tau mus rau thawj ib nrab ntawm lub xyoo no cov nyiaj tau los ntawm lub xyoo ntawm kev loj hlob txwv ntau tshaj 100%, accounting txog li 50%.
Semiconductor Laser Devices Industry Trends
Kev sib tw toj roob hauv pes ntawm semiconductor laser cuab yeej ua lag luam tau txais ntau thiab ntau khaus, thiab cov tuam txhab lag luam hauv tsev thiab txawv teb chaws tau nce lawv cov peev R & D los txhim kho lawv cov kev sib tw ua lag luam los ntawm kev tsim kho thev naus laus zis thiab kev txhim kho khoom lag luam. Hauv kev ua lag luam Suav, qee qhov kev lag luam zoo, xws li Torchlight Technology, Changguang Huaxin, BWT, Xinghan Laser, thiab lwm yam, tau ua tiav cov txiaj ntsig zoo tshaj plaws hauv cov khoom siv hluav taws xob semiconductor thiab txuas ntxiv txhim kho lawv txoj kev lag luam. Lub caij no, ntau lub lag luam uas muaj kev sib tw muaj zog tau tshwm sim hauv kev lag luam thoob ntiaj teb, xws li American Coherent, American Ennai, Lumentum, thiab lwm yam.
1, ceev nrooj technologies:
Nyob rau hauv lub neej yav tom ntej, thev naus laus zis innovation yuav txuas ntxiv ua lub luag haujlwm tseem ceeb los txhawb txoj kev loj hlob ntawm semiconductor laser ntaus ntawv kev lag luam. Nrog rau kev tshwm sim tas li ntawm cov ntaub ntawv tshiab, cov txheej txheem tshiab thiab cov thev naus laus zis tshiab, kev ua haujlwm ntawm cov khoom siv hluav taws xob semiconductor yuav raug txhim kho ntxiv.
2, daim ntawv thov teb expansion:
Nrog kev nce qib ntawm kev tshawb fawb thiab thev naus laus zis thiab kev nthuav dav ntxiv ntawm cov ntawv thov, cov khoom siv hluav taws xob semiconductor yuav siv rau ntau qhov chaw. Tshwj xeeb tshaj yog nyob rau hauv high-end manufacturing, ntse lub zos, ntse tsev thiab lwm yam liaj teb, daim ntawv thov ntawm semiconductor laser li tau cog lus.
3, kev lag luam saw kev koom ua ke kom muaj zog:
Kev lag luam saw kev koom ua ke yuav dhau los ua ib qho tseem ceeb hauv kev txhim kho semiconductor laser ntaus ntawv kev lag luam. Los ntawm kev ntxiv dag zog rau kev koom tes thiab kev sib koom ua ke ntawm cov lag luam sab saud thiab qis qis, yuav tsim kom muaj kev lag luam ua tiav ntau dua los txhim kho kev sib tw ntawm kev lag luam tag nrho.
4, thoob ntiaj teb kev lag luam nthuav dav:
Suav semiconductor laser ntaus ntawv lag luam yuav tsum nquag koom ua ke rau hauv lub ntiaj teb semiconductor kev lag luam saw, ntxiv dag zog rau kev koom tes thiab kev sib pauv nrog cov tuam txhab thoob ntiaj teb, thiab koom tes txhawb kev tsim kho thev naus laus zis thiab kev tsim kho kev lag luam. Nyob rau tib lub sijhawm, nthuav dav kev lag luam sib koom thoob ntiaj teb thiab txhim kho hom kev lag luam.
