Keketseho ea morao tjena ea likhohlano tsa khoebo lipakeng tsa China le US e hohetse tlhokomelo ea 'maraka oa lefats'e, moo US e phatlalatsang litefiso tse ncha tsa thepa e tsoang kantle ho naha ea China mme China e arabela ka mehato ea ho fanana. Har'a liindasteri tse amehileng, lekala la China la lihlahisoa tsa lihlahisoa tsa LED le tobane le mathata a maholo.
1. Boemo ba 'Maraka le Tšusumetso ea Hang-hang
China ke mohlahisi e moholo ka ho fetisisa lefatšeng le e romelang kantle ho naha lihlahisoa tsa ponts'o ea LED, 'me US ke 'maraka oa bohlokoa mose ho maoatle. Ka 2021, indasteri ea mabone ea China e ile ea romela thepa ea boleng bo holimo e limilione tse likete tse 65.47, ho kenyeletsoa thepa ea boleng ba limillione tse 65.47, ho kenyeletsoa 47.45 bilione (72.47%) ho tsoa lihlahisoa tsa mabone a LED, 'me US e ikarabella bakeng sa karolo e kholo. Pele ho phahamisoa ha litefiso, lipontšuoa tsa China tsa LED li ne li laola 'maraka oa Amerika ka lebaka la tekanyo e phahameng ea ts'ebetso. Leha ho le joalo, litefiso tse ncha li sitisitse matla ana.
2. Ho eketseha ha Litšenyehelo le Kotsi ea Tlholisano
Litefiso li eketsehile haholo litšenyehelo tsa lipontšo tsa LED tsa China 'marakeng oa US. Litšenyehelo tse rarahaneng tsa phepelo le litlamorao tse eketsehang tsa litefiso li ile tsa qobella ho nyolloa ha litheko, e leng ho fokolisang molemo oa theko ea China. Ka mohlala, Leyard Optoelectronic Co., Ltd. e bone keketseho ea 25% ea theko bakeng sa lipontšo tsa eona tsa LED United States, e leng se lebisang ho theoheng ha 30% ea litaelo tsa thomello. Bareki ba tsoang kantle ho naha ba Amerika ba ile ba hatella lifeme tsa Machaena ho amohela litšenyehelo tse sa fellang tsa lekhetho, ba fokotsa phaello ea phaello.
3. Li-Shifts ho Tlhokahalo le ho feto-fetoha ha 'Maraka
Litšenyehelo tse ntseng li phahama li entse hore bareki ba sekisetse litheko ho mefuta e meng kapa thepa e tsoang linaheng tse ling. Leha bareki ba maemo a holimo ba ntse ba ka etelletsa boleng pele, tlhokeho e akaretsang e theohile. Mohlala, Unilumin, e tlalehile ho theoha ha 15% selemo le selemo ho thekiso ea US ka 2024, mme bareki ba ba hlokolosi haholoanyane mabapi le litheko. Liphetoho tse ts'oanang li ile tsa bonoa nakong ea ntoa ea khoebo ea 2018, ho fana ka maikutlo a mokhoa o iphetang.
4. Litokiso le Mathata a Phepelo
Ho fokotsa litefiso, lifeme tse ling tsa China tsa LED li fallisetsa tlhahiso ho US kapa linaheng tsa boraro. Leha ho le joalo, leano lena le kenyelletsa litšenyehelo tse phahameng le lipelaelo. Boiteko ba Absen Optoelectronic ba ho theha tlhahiso ea US bo ile ba tobana le mathata a tsoang ho litšenyehelo tsa basebetsi le mathata a taolo. Ho sa le joalo, ho lieha ho reka ha bareki ba US ho bakile liphetoho tsa kotara ea lekhetho. Mohlala, lekhetho la kantle ho naha la Ledman la Amerika le theohile ka 20% kotara-kotara ho Q4 2024.
5. Likarabo tsa Leano ka Likhoebo tsa Machaena
Lintlafatso tsa Theknoloji: Likhamphani tse kang Epistar li tsetela ho R&D ho ntlafatsa boleng ba sehlahisoa. Lipontšo tsa LED tsa Epistar tsa boemo bo holimo-limo tse nang le mebala e nepahetseng li sirelelitse kholo ea 5% ea thepa e tsoang kantle ho naha ea Amerika ka 2024.
Phapang ea 'Maraka: Lifeme li ntse li hola ho ea Europe, Asia le Afrika. Liantronics e ile ea phahamisa Leano la China la Belt and Road, ea eketsa thepa e romelloang kantle ho Middle East le Asia Boroa-bochabela ka 25% ka 2024, ea felisa tahlehelo ea mebaraka ea Amerika.
6. Tšehetso ea 'Muso le Mehato ea Leano
Mmuso oa China o thusa lekala lena ka lithuso tsa R&D, likhothaletso tsa lekhetho, le matsapa a bodiplomate a ho tsitsisa maemo a khoebo. Mehato ena e ikemiselitse ho khothaletsa boqapi le ho fokotsa ts'epo ho 'maraka oa Amerika.
Qetello
Le ha ntoa ea litefiso tsa US-China e baka mathata a maholo indastering ea ponts'o ea LED ea China, e boetse e potlakisitse phetoho le mefuta e fapaneng. Ka boiqapelo, katoloso ea mebaraka ea lefats'e, le tšehetso ea mmuso, lekala le mothating oa ho fetola tlokotsi hore e be monyetla, ho bula tsela bakeng sa kholo e tsitsitseng har'a maemo a fetohang a khoebo.
Nako ea poso: Apr-17-2025