LED 鐏琛屼笟 2025 騫寸櫧鐨功
涓�銆佽涓氭鍐?/span>
1.1 瀹氫箟涓庡垎綾?/span>
LED 鐏錛屽嵆鍙戝厜浜屾瀬綆＄伅綆★紝鏄竴縐嶉噰鐢?LED 浣滀負鍙戝厜婧愮殑鐓ф槑浜у搧銆傜浉杈冧簬浼犵粺鐨勮崸鍏夌伅綆★紝LED 鐏鍏鋒湁鑺傝兘銆佺幆淇濄�佸鍛介暱銆佸厜鏁堥珮銆佸惎鍔ㄥ揩絳夋樉钁椾紭鍔褲�傛牴鎹褰紝LED 鐏涓昏鍒嗕負鐩寸鍨嬨�佺幆褰€�乁 鍨嬬瓑錛涙寜鍔熻兘鍙垎涓烘櫘閫氱収鏄?LED 鐏銆佹櫤鑳借皟鍏夎皟鑹?LED 鐏銆佺壒孌婄敤閫旓紙濡傛鐗╃収鏄庛�佸尰鐤楁潃鑿岋級LED 鐏絳夈�?/span>
1.2 鍙戝睍鍘嗙▼
LED 鎶�鏈殑鍙戝睍鍙拷婧埌 20 涓栫邯 60 騫翠唬錛屾渶鍒濈殑 LED 浠呰兘鍙戝嚭浣庝寒搴︾殑綰㈠厜錛屼富瑕佸簲鐢ㄤ簬鎸囩ず鐏鍩熴�傞殢鐫�鏉愭枡縐戝鍜屽埗閫犲伐鑹虹殑涓嶆柇榪涙錛?0 涓栫邯 90 騫翠唬鍑虹幇浜嗛珮浜害鐨勮摑鍏?LED錛岄殢鍚庨�氳繃钃濆厜鑺墖嬋�鍙戣崸鍏夌矇瀹炵幇浜嗙櫧鍏?LED 鐨勯噺浜э紝涓?LED 鐓ф槑搴旂敤濂犲畾浜嗗熀紜�銆?000 騫翠互鍚庯紝LED 鐏寮�濮嬮�愭榪涘叆甯傚満錛屽嚟鍊熷叾鑺傝兘鐗規�э紝棣栧厛鍦ㄥ晢涓氱収鏄庨鍩熷緱鍒板簲鐢ㄣ�傝繎騫存潵錛岄殢鐫�鎶�鏈垚鐔熷拰鎴愭湰涓嬮檷錛孡ED 鐏鍦ㄥ伐涓氥�佸灞呫�佸叕鍏辮鏂界瓑棰嗗煙鐨勬笚閫忕巼榪呴�熸彁鍗囷紝鎴愪負鐓ф槑甯傚満鐨勪富嫻佷駭鍝併�?/span>
1.3 浜т笟閾劇粨鏋?/span>
LED 鐏琛屼笟浜т笟閾炬兜鐩栦笂娓稿師鏉愭枡鍙婅姱鐗囧埗閫犮�佷腑娓哥伅綆″皝瑁呬笌鍒墮�犮�佷笅娓稿簲鐢ㄥ競鍦轟笁涓富瑕佺幆鑺傘�?/span>
涓婃父錛氫富瑕佸寘鎷崟鏅剁銆佽摑瀹濈煶銆佹愛鍖栭晸絳夊師鏉愭枡鐢熶駭錛屼互鍙?LED 鑺墖鍒墮�犮�傝姱鐗囨槸 LED 鐏鐨勬牳蹇冮儴浠訛紝鍏跺彂鍏夋晥鐜囥�佷寒搴︺�侀鑹茬瓑鎬ц兘鐩存帴褰卞搷鐏鍝佽川銆傜洰鍓嶏紝鍏ㄧ悆 LED 鑺墖甯傚満闆嗕腑搴﹁緝楂橈紝澶撮儴浼佷笟鍦ㄦ妧鏈爺鍙戝拰浜ц兘瑙勬ā涓婂叿鏈変紭鍔褲�?/span>
涓父錛氬皢 LED 鑺墖榪涜灝佽錛屽茍涓庨┍鍔ㄧ數婧愩�佹暎鐑潗鏂欍�佸澹崇瓑閮ㄤ歡緇勮鎴?LED 鐏鎴愬搧銆備腑娓鎬紒涓氭暟閲忎紬澶氾紝绔炰簤嬋�鐑堬紝浜у搧璐ㄩ噺鍜屼環鏍煎樊寮傝緝澶с�備竴浜涗紒涓氶�氳繃鎻愬崌鑷姩鍖栫敓浜ф按騫沖拰浼樺寲渚涘簲閾劇鐞嗘潵闄嶄綆鎴愭湰錛屾彁楂樺競鍦虹珵浜夊姏銆?/span>
涓嬫父錛歀ED 鐏騫挎硾搴旂敤浜庡晢涓氱収鏄庛�佸伐涓氱収鏄庛�佸灞呯収鏄庛�佸叕鍏辮鏂界収鏄庣瓑棰嗗煙銆備笉鍚屽簲鐢ㄥ満鏅鐏鐨勬�ц兘銆佸瑙傘�佹櫤鑳芥帶鍒剁瓑鏂歸潰鏈変笉鍚岄渶姹傦紝淇冧嬌浼佷笟寮�鍙戝鏍峰寲鐨勪駭鍝佷互婊¤凍甯傚満緇嗗垎闇�姹傘�?/span>
浜屻�佸競鍦虹幇鐘朵笌瑙勬ā
2.1 鍏ㄧ悆甯傚満瑙勬ā涓庡闀胯秼鍔?/span>
榪戝勾鏉ワ紝鍏ㄧ悆 LED 鐏甯傚満鍛堢幇紼蟲澧為暱鎬佸娍銆傛牴鎹競鍦虹爺絀舵満鏋勭殑鏁版嵁錛?023 騫村叏鐞?LED 鐏甯傚満瑙勬ā杈懼埌綰?215 浜跨編鍏冿紝棰勮鍒?2030 騫村皢鎵╁ぇ鑷寵繎 400 浜跨編鍏冿紝騫村鍚堝闀跨巼錛圕AGR錛夎揪 7.8%銆傝繖涓�澧為暱涓昏寰楃泭浜庡叏鐞冭兘婧愯漿鍨嬫斂絳栫殑鎺ㄥ姩錛屽悇鍥芥斂搴滅悍綰峰嚭鍙拌ˉ璐淬�佺◣鏀跺噺鍏嶅強寮哄埗鎬ц兘鏁堟爣鍑嗭紝鍔犻�熶紶緇熺収鏄庡悜 LED 鎶�鏈殑榪唬銆侺ED 鐏杈冧紶緇熻崸鍏夌伅鍙檷浣庤兘鑰?40%-60%錛屼嬌鐢ㄥ鍛藉歡闀?3-5 鍊嶏紝鍦ㄥ晢涓氥�佸伐涓氬強鍏叡鐓ф槑棰嗗煙鐨勬笚閫忕巼宸茶秴 65%銆傞殢鐫�鏅鴻兘瀹跺眳涓庢櫤鎱у煄甯傚緩璁劇殑鍔犻�燂紝浣忓畢鍙婂競鏀跨収鏄庨渶姹傛寔緇攢鍗囷紝榪涗竴姝ユ帹鍔ㄥ競鍦哄闀褲�?/span>
2.2 涓浗甯傚満瑙勬ā涓庡闀胯秼鍔?/span>
涓浗浣滀負鍏ㄧ悆鏈�澶х殑 LED 鐓ф槑鐢熶駭鍜屾秷璐瑰浗錛屽湪 LED 鐏琛屼笟鍙戝睍榪呴�熴�傛埅鑷?2023 騫達紝涓浗 LED 鐏甯傚満瑙勬ā宸茬獊鐮?500 浜垮厓錛岃繃鍘諱簲騫村鍚堝闀跨巼錛圕AGR錛夎揪 8.2%錛屽崰鎹叏鐞冨競鍦轟喚棰濈殑 35% 浠ヤ笂銆傚湪 鈥滃崄鍥涗簲鈥?瑙勫垝涓?鈥滃弻紕斥�?鐩爣鐨勬斂絳栭┍鍔ㄤ笅錛屼腑鍥?LED 鐏琛屼笟姝ｅ姞閫熷悜楂樻晥鑺傝兘銆佹櫤鑳藉寲鏂瑰悜杞瀷銆傞殢鐫�浼犵粺鑽у厜鐏鍔犻�熸窐姹幫紙2025 騫村悗閮ㄥ垎鐪佸競灝嗗叏闈㈢鍞級錛屽彔鍔犲伐鍟嗕笟棰嗗煙鑺傝兘鏀歸�犻渶姹傞噴鏀撅紝棰勮 2025 騫翠腑鍥?LED 鐏甯傚満瑙勬ā灝嗘攢鍗囪嚦 680 浜垮厓錛?030 騫存湁鏈涚獊鐮?1000 浜垮厓澶у叧錛屽勾澧為�熸彁鍗囪嚦 10%-12%銆?/span>
2.3 鍖哄煙甯傚満鍒嗗竷
鍏ㄧ悆鍖哄煙鍒嗗竷錛氫簹澶湴鍖哄嚟鍊熷埗閫犱笟闆嗙兢浼樺娍鍙婃椇鐩涚殑鍩哄緩闇�姹傦紝鎴愪負鍏ㄧ悆鏈�澶х殑 LED 鐏甯傚満錛岄璁″埌 2030 騫村皢璐＄尞 42% 鐨勫叏鐞冧喚棰濄�傚叾涓紝涓浗渚濇墭 鈥滃弻紕斥�?鎴樼暐鍙婃柊鍩哄緩欏圭洰錛屽湪楂樻晥鐓ф槑鏀歸�犲伐紼嬩腑鎸佺畫閲婃斁闇�姹傦紝騫村闀跨巼淇濇寔鍦?9% 浠ヤ笂錛涘嵃搴︺�佷笢鍗椾簹鍥藉鍙楃泭浜庡煄甯傚寲鐜囨彁鍗囧強鐢靛姏鍩虹璁炬柦鍗囩駭錛屽競鍦哄閫熸湁鏈涚獊鐮?15%銆傛緹庡競鍦哄垯鑱氱劍楂樼浜у搧榪唬錛岀編鍥借兘婧愰儴錛圖OE錛夎姹?2030 騫村墠鍏ㄩ潰娣樻卑鑽у厜鐏錛屾帹鍔ㄥ寳緹庡競鍦哄勾鍧囧闀?6.5%錛涙鐩熴�婄敓鎬佽璁℃寚浠ゃ�嬬殑淇寮哄寲浜嗗厜鏁堝強鍙洖鏀舵�ц姹傦紝淇冧嬌鍘傚晢鍔犻�熷紑鍙戠鍚?ErP 2025 鏍囧噯鐨勬棤姹?LED 浜у搧錛屾綾諱駭鍝佸崟浠鋒孩浠峰彲杈?20%-30%銆傛柊鍏村競鍦哄涓笢銆侀潪媧叉鎴愪負鏂板闀挎瀬錛屽叾 LED 娓楅�忕巼涓嶈凍 30%錛屾斂搴滄嫑鏍囬」鐩笌紱葷綉澶槼鑳界収鏄庣粨鍚堟柟妗堝皢甯︽潵緇撴瀯鎬ф満閬囥�?/span>
涓浗鍖哄煙鍒嗗竷錛氬浗鍐?LED 鐏浜т笟鍛堢幇 鈥滀笢寮鴻タ榪涒�?鏍煎眬銆傜彔涓夎銆侀暱涓夎渚濇墭瀹屾暣浜т笟閾捐礎鐚叏鍥?65% 浜ц兘錛屾槸琛屼笟鐨勬牳蹇冨埗閫犲熀鍦般�傝繎騫存潵錛屼腑瑗塊儴鐪佷喚閫氳繃鐢典環浼樻儬錛堝鍥涘窛 0.35 鍏?/ 搴︿笓欏圭數浠鳳級銆佸湡鍦版斂絳栫瓑鍚稿紩浜ц兘杞Щ錛?023 騫存垚娓濆湴鍖?LED 鐩稿叧浼佷笟娉ㄥ唽閲忓悓姣斿闀?82%錛屾垚涓烘柊鐨勪駭涓氬闀跨偣銆備粠娑堣垂甯傚満鐪嬶紝涓滈儴娌挎搗鍦板尯緇忔祹鍙戣揪錛屽煄闀囧寲鐜囬珮錛屽 LED 鐏鐨勯渶姹備互涓珮绔駭鍝佷負涓伙紱涓タ閮ㄥ湴鍖洪殢鐫�緇忔祹鍙戝睍鍜屽熀紜�璁炬柦寤鴻鎺ㄨ繘錛屽競鍦洪渶姹傚揩閫熷闀匡紝涓斿鎬т環姣斾駭鍝侀渶姹傝緝澶с�?/span>
2.4 绔炰簤鏍煎眬涓庡競鍦洪泦涓害
鍏ㄧ悆 LED 鐏琛屼笟绔炰簤嬋�鐑堬紝甯傚満闆嗕腑搴﹂�愭鎻愰珮銆?023 騫達紝鍏ㄧ悆鍓嶄簲澶у巶鍟嗗競鍦洪泦涓害錛圕R5錛夎揪鍒?38%錛岄璁″埌 2030 騫村皢鍗囪嚦 45%銆傚ご閮ㄤ紒涓氬涓夊畨鍏夌數銆佹鍙告湕銆侀鍒╂鄲絳夛紝鍑�熸妧鏈爺鍙戙�佸搧鐗屽獎鍝嶅姏銆佹笭閬撲紭鍔垮強瑙勬ā鏁堝簲錛屽湪甯傚満绔炰簤涓崰鎹富瀵煎湴浣嶃�傝繖浜涗紒涓氶�氳繃鍨傜洿鏁村悎浜т笟閾撅紙鑺墖 + 灝佽 + 搴旂敤錛夛紝鏋勫緩鎴愭湰鎶ゅ煄娌籌紝騫舵寔緇姇鍏ョ爺鍙戯紝鎺ㄥ嚭楂樻�ц兘銆佹櫤鑳藉寲鐨?LED 鐏浜у搧銆備腑灝忎紒涓氬垯鑱氱劍緇嗗垎鍦烘櫙錛屽紑鍙戝樊寮傚寲浜у搧錛屽涓撴敞浜庢鐗╃収鏄庛�佸尰鐤楃収鏄庛�佹搗媧嬬収鏄庣瓑鐗規畩棰嗗煙鐨?LED 鐏錛屼互閬垮紑涓庡ご閮ㄤ紒涓氱殑姝ｉ潰绔炰簤銆?/span>
鍦ㄤ腑鍥藉競鍦猴紝琛屼笟闆嗕腑搴﹀悓鏍峰憟鐜頒笂鍗囪秼鍔匡紝CR5 浼佷笟甯傚崰鐜囦粠 2018 騫寸殑 28% 鎻愬崌鑷?2023 騫寸殑 41%銆傛湪鏋楁．銆佹鏅収鏄庛�佷經灞辯収鏄庣瓑鏈湡澶撮儴浼佷笟鍦ㄥ浗鍐呭競鍦哄叿鏈夎緝寮虹珵浜夊姏錛岄�氳繃鍝佺墝寤鴻銆佹笭閬撲笅娌夊強浜у搧鍒涙柊錛屼笉鏂墿澶у競鍦轟喚棰濄�傚悓鏃訛紝闅忕潃琛屼笟绔炰簤鍔犲墽錛岄儴鍒嗕腑灝忎紒涓氬洜鎶�鏈惤鍚庛�佹垚鏈珮浼佽�岄潰涓存窐姹幫紝琛屼笟璧勬簮閫愭笎鍚戜紭鍔夸紒涓氶泦涓�?/span>
涓夈�佹妧鏈垱鏂頒笌鍙戝睍瓚嬪娍
3.1 鍏抽敭鎶�鏈獊鐮?/span>
鑺墖鎶�鏈?/span>錛氫笁瀹夊厜鐢點�佸崕鐏垮厜鐢電瓑浼佷笟鍦ㄥぇ灝哄紜呭熀 LED 鑺墖閲忎駭鏂歸潰鍙栧緱榪涘睍錛岄檷浣庝簡鑺墖鎴愭湰錛屾彁楂樹簡鍙戝厜鏁堢巼銆傚悓鏃訛紝姘寲闀擄紙GaN錛夊寤剁墖鎶�鏈殑鐮斿彂浣胯姱鐗囧彂鍏夋晥鐜囨彁鍗囪嚦 220lm/W 浠ヤ笂錛屼負楂樹寒搴︺�佷綆鍔熻�?LED 鐏鐨勫彂灞曟彁渚涗簡鏀拺銆傛澶栵紝Mini/Micro LED 鎶�鏈殑鍟嗕笟鍖栫獊鐮達紝鎺ㄥ姩 LED 鐏鍚戣秴钖勫寲銆侀珮浜害鏂瑰悜婕旇繘錛岄璁?2025 騫村悗鐩稿叧浜у搧甯傚満鍗犳瘮灝嗘彁鍗囪嚦 18%銆?/span>
鏅鴻兘鎺у埗鎶�鏈?/span>錛氭櫤鑳芥帶鍒剁郴緇熷湪 LED 鐏涓殑娓楅�忕巼浠?2020 騫寸殑 12% 璺冨崌鑷?2023 騫寸殑 31%錛屾敮鎸佽摑鐗?/ WiFi/Zigbee 澶氬崗璁簰鑱旂殑鏅鴻兘 LED 鐏鍗犳瘮紿佺牬 20%銆傞�氳繃鏅鴻兘鎺у埗錛岀敤鎴峰彲瀹炵幇榪滅▼璋冨厜銆佽皟鑹叉俯銆佸畾鏃跺紑鍏崇瓑鍔熻兘錛屾弧瓚充釜鎬у寲鐓ф槑闇�姹傘�備竴浜涗紒涓氳繕灝嗕漢宸ユ櫤鑳芥妧鏈簲鐢ㄤ簬鐓ф槑緋葷粺錛屽疄鐜版牴鎹幆澧冨厜綰褲�佷漢鍛樻椿鍔ㄧ瓑鑷姩璋冭妭鐓ф槑浜害鍜岃壊娓╋紝鎻愬崌鐓ф槑鑸掗�傚害鍜岃妭鑳芥晥鏋溿�?/span>
灝佽鎶�鏈?/span>錛欳OB錛堟澘涓婅姱鐗囧皝瑁咃級鎶�鏈�愭笎鎴愮啛錛屽湪鎻愬崌鍙戝厜鍧囧寑鎬с�佹暎鐑�ц兘鏂歸潰琛ㄧ幇鍑鴻壊錛岄璁?2028 騫村叾鍦?LED 鐏灝佽涓殑甯傚崰鐜囧皢紿佺牬 35%銆傞噺瀛愮偣鑽у厜綺夌瓑鏂版潗鏂欑殑搴旂敤錛屼嬌 LED 鐏鑳藉瀹炵幇鏇翠赴瀵屻�佹洿綺懼噯鐨勮壊褰╄繕鍘燂紝鍦ㄩ珮绔晢鐓у拰鏄劇ず棰嗗煙鍏鋒湁騫塊様搴旂敤鍓嶆櫙銆?/span>
3.2 鎶�鏈彂灞曡秼鍔?/span>
鏅鴻兘鍖栦笌鐗╄仈緗戣瀺鍚?/span>錛氶殢鐫� 5G 鎶�鏈櫘鍙婂拰鐗╄仈緗戜駭涓氬彂灞曪紝LED 鐏灝嗘繁搴﹁瀺鍏ユ櫤鑳藉灞呫�佹櫤鑳藉緩絳戙�佹櫤鎱у煄甯傜郴緇熴�傛湭鏉ワ紝鏅鴻兘 LED 鐏涓嶄粎鏄収鏄庡伐鍏鳳紝榪樺皢鎴愪負鏁版嵁閲囬泦鍜屼紶杈撹妭鐐癸紝涓庡叾浠栨櫤鑳借澶囧疄鐜頒簰鑱斾簰閫氾紝涓虹敤鎴鋒彁渚涙洿渚挎嵎銆佹櫤鑳界殑鐢熸椿鍜屽伐浣滅幆澧冦�傞璁?2025 騫存櫤鑳藉彲璋冨厜 LED 鐏鍦ㄦ櫤鎱фゼ瀹囦腑鐨勯儴緗叉瘮渚嬪皢紿佺牬 45%錛屽叾涓敓鐗╄妭寰嬬収鏄庣郴緇熷湪鍖婚櫌銆佸鏍＄瓑瀵瑰厜鍝佽川瑕佹眰杈冮珮鍦烘墍鐨勫簲鐢ㄨ妯″勾鍧囧闀?62%銆?/span>
鍏夊搧璐ㄦ彁鍗?/span>錛氭秷璐硅�呭鍏夊搧璐ㄧ殑瑕佹眰鏃ョ泭鎻愰珮錛屽叏鍏夎氨 LED 鐏鑳藉妯℃嫙鑷劧鍏夊厜璋憋紝鍑忓皯瑙嗚鐤插姵錛屽湪楂樼鍟嗙収銆佸灞呯収鏄庨鍩熺殑娓楅�忕巼棰勮騫村潎澧為暱 18%銆傚湪鍖葷枟銆佹暀鑲茬瓑鐗規畩棰嗗煙錛屽 LED 鐏鐨勯槻棰戦棯銆侀珮鏄捐壊鎸囨暟錛圧a>90錛夈�佹棤钃濆厜鍗卞絳夊厜鍝佽川鎸囨爣瑕佹眰鏇翠負涓ユ牸錛屾帹鍔ㄤ紒涓氫笉鏂紭鍖栦駭鍝佸厜瀛﹁璁″拰鍒墮�犲伐鑹恒�?/span>
鑺傝兘鐜繚涓庡彲鎸佺畫鍙戝睍錛氬湪鍏ㄧ悆 鈥滅⒊涓拰鈥濃�滅⒊杈懼嘲鈥?鐩爣鑳屾櫙涓嬶紝LED 鐏灝嗘湞鐫�鏇撮珮鑳芥晥銆佹洿浣庡姛鑰楁柟鍚戝彂灞曘�傚悓鏃訛紝琛屼笟灝嗘洿鍔犳敞閲嶄駭鍝佺殑鍙洖鏀舵�у拰鐜繚鎬э紝閫氳繃浼樺寲浜у搧緇撴瀯璁捐銆侀噰鐢ㄥ彲闄嶈В鏉愭枡絳夋帾鏂斤紝鍑忓皯瀵圭幆澧冪殑褰卞搷銆傚叏鐞冧富瑕佺粡嫻庝綋鐩哥戶璁劇珛鐓ф槑浜у搧鍥炴敹娉曡錛岄璁?2025 騫?LED 鐏鏉愭枡鍥炴敹鐜囧皢鎻愬崌鑷?92%銆?/span>
鍥涖�佸簲鐢ㄩ鍩熷垎鏋?/span>
4.1 鍟嗕笟鐓ф槑
鍟嗕笟鐓ф槑鏄?LED 鐏鐨勪富瑕佸簲鐢ㄩ鍩燂紝2023 騫村崰鍏ㄧ悆甯傚満浠介綰?45%銆傚湪榪為攣闆跺敭銆佸晢鍔″姙鍏�侀厭搴楅楗瓑鍦烘墍錛孡ED 鐏鍑�熷叾鑺傝兘銆侀暱瀵垮懡銆侀珮鏄捐壊鎬х瓑浼樺娍錛屽緱鍒板箍娉涘簲鐢ㄣ�傞殢鐫�鍟嗕笟絀洪棿瀵圭収鏄庢皼鍥磋惀閫犲拰鏅鴻兘鎺у埗闇�姹傜殑澧炲姞錛屾櫤鑳借皟鍏夎皟鑹?LED 鐏鍦ㄥ晢涓氱収鏄庝腑鐨勫簲鐢ㄦ瘮渚嬩笉鏂彁楂樸�備緥濡傦紝鍦ㄥぇ鍨嬪晢鍦轟腑錛岄�氳繃鏅鴻兘鐓ф槑緋葷粺鍙牴鎹笉鍚屽尯鍩熴�佷笉鍚屾椂孌電殑瀹㈡祦閲忓拰钀ヤ笟闇�姹傦紝鐏墊椿璋冩暣鐓ф槑浜害鍜岃壊娓╋紝钀ラ�犺垝閫傝喘鐗╃幆澧冪殑鍚屾椂闄嶄綆鑳借�椼�傚湪鍟嗗姟鍔炲叕鍦烘墍錛屾櫤鑳界収鏄庣郴緇熷彲瀹炵幇浜鴻蛋鐏伃銆佽嚜鍔ㄨ皟鍏夌瓑鍔熻兘錛屾彁鍗囧姙鍏晥鐜囧拰鑳芥簮鍒╃敤鐜囥�?/span>
4.2 宸ヤ笟鐓ф槑
宸ヤ笟鐓ф槑棰嗗煙瀵?LED 鐏鐨勯渶姹傚闀胯繀閫燂紝騫村潎澧為�熻揪 15% 浠ヤ笂銆傚伐涓氬巶鎴褲�佷粨搴撱�佽濺闂寸瓑鍦烘墍瀵圭収鏄庣殑瑕佹眰涓昏鍖呮嫭楂樹寒搴︺�侀暱瀵垮懡銆佸彲闈犳�у己絳夈�侺ED 鐏鑳藉婊¤凍榪欎簺闇�姹傦紝涓斿湪鑺傝兘鏂歸潰浼樺娍鏄庢樉錛屽彲鏈夋晥闄嶄綆宸ヤ笟浼佷笟鐨勭敤鐢墊垚鏈�傜壒鍒槸鍦ㄤ竴浜涢珮娓┿�侀珮婀垮害銆佸綺夊皹絳夋伓鍔ｇ幆澧冧笅錛孡ED 鐏鐨勭ǔ瀹氭�у拰鑰愮敤鎬ф洿鍏蜂紭鍔褲�傞殢鐫�宸ヤ笟 4.0 鍜屾櫤鑳藉埗閫犵殑鎺ㄨ繘錛屽伐涓氱収鏄庢櫤鑳藉寲闇�姹備篃鍦ㄥ鍔狅紝濡傞�氳繃鏅鴻兘鐓ф槑緋葷粺瀹炵幇涓庣敓浜ц澶囩殑鑱斿姩錛屾牴鎹敓浜ф祦紼嬪拰璁懼榪愯鐘舵�佽嚜鍔ㄨ皟鑺傜収鏄庯紝鎻愬崌鐢熶駭瀹夊叏鎬у拰鏁堢巼銆?/span>
4.3 瀹跺眳鐓ф槑
鍦ㄥ灞呯収鏄庨鍩燂紝LED 鐏鐨勫競鍦轟喚棰濋�愭鎵╁ぇ銆傞殢鐫�娑堣垂鑰呭瀹跺眳鍝佽川鍜岀幆淇濇剰璇嗙殑鎻愰珮錛屼互鍙婃櫤鑳藉灞呮蹇電殑鏅強錛孡ED 鐏鍦ㄥ灞呯収鏄庝腑鐨勫簲鐢ㄨ秺鏉ヨ秺騫挎硾銆傛櫤鑳?LED 鐏鍙笌鏅鴻兘瀹跺眳緋葷粺闆嗘垚錛屽疄鐜版墜鏈?APP 鎺у埗銆佽闊蟲帶鍒剁瓑鍔熻兘錛屼負鐢ㄦ埛甯︽潵渚挎嵎鐨勭収鏄庝綋楠屻�傚悓鏃訛紝LED 鐏涓板瘜鐨勮壊娓╅�夋嫨錛堝 2700K-6500K錛夊拰璋冨厜鍔熻兘錛岃兘澶熸弧瓚充笉鍚屽灞呭満鏅殑鐓ф槑闇�姹傦紝钀ラ�犳俯棣ㄣ�佽垝閫傜殑瀹跺眳姘涘洿銆傚湪浜屼笁綰垮煄甯傜殑鏂板緩浣忓畢涓紝LED 鐏鐨勬笚閫忕巼涓嶆柇鎻愬崌錛屼笖鍙彉鑹叉俯涓庡彲璋冨厜浜у搧鍗犳瘮浠?2020 騫寸殑 12% 璺冨崌鑷?2022 騫寸殑 31%錛屾帹鍔ㄤ駭鍝佸潎浠鋒彁鍗?18%銆?/span>
4.4 鍏叡璁炬柦鐓ф槑
鍏叡璁炬柦鐓ф槑鍖呮嫭鍩庡競閬撹礬鐓ф槑銆侀毀閬撶収鏄庛�佸湴閾佺珯鐓ф槑銆佸仠杞﹀満鐓ф槑絳夈�侺ED 鐏鍦ㄥ叕鍏辮鏂界収鏄庝腑鐨勫簲鐢紝瀵逛簬闄嶄綆鍩庡競鑳借�椼�佹彁鍗囩収鏄庢晥鏋滃叿鏈夐噸瑕佹剰涔夈�備互鍩庡競閬撹礬鐓ф槑涓轟緥錛孡ED 璺伅鐩告瘮浼犵粺楂樺帇閽犵伅鍙妭鑳?50% 浠ヤ笂錛屼笖鍏鋒湁鏄捐壊鎬уソ銆佸惎鍔ㄥ揩銆佸鍛介暱絳変紭鐐癸紝鑳藉鎻愰珮閬撹礬鐓ф槑璐ㄩ噺錛屼繚闅滀氦閫氬畨鍏ㄣ�傚悓鏃訛紝鏅鴻兘 LED 璺伅鍙疄鐜拌繙紼嬬洃鎺с�佽皟鍏夋帶鍒剁瓑鍔熻兘錛屼究浜庡煄甯傜収鏄庣鐞嗛儴闂ㄨ繘琛岀粺涓�綆＄悊鍜岀淮鎶わ紝闄嶄綆榪愮淮鎴愭湰銆傞殢鐫�鏅烘収鍩庡競寤鴻鐨勬帹榪涳紝鍏叡璁炬柦鐓ф槑鐨勬櫤鑳藉寲銆佺綉緇滃寲灝嗘垚涓哄彂灞曡秼鍔匡紝LED 鐏浣滀負鍩虹鐓ф槑璁懼錛屽皢鍦ㄥ叾涓彂鎸ラ噸瑕佷綔鐢ㄣ�?/span>
4.5 鏂板叴搴旂敤棰嗗煙
闄や簡涓婅堪浼犵粺搴旂敤棰嗗煙錛孡ED 鐏鍦ㄤ竴浜涙柊鍏撮鍩熶篃灞曠幇鍑哄箍闃旂殑搴旂敤鍓嶆櫙銆?/span>
妞嶇墿鐓ф槑錛氶殢鐫�璁炬柦鍐滀笟鍜屽瀭鐩村啘鍦虹殑鍙戝睍錛屾鐗╃収鏄庡競鍦哄揩閫熷闀褲�侺ED 鐏鑳藉鏍規嵁妞嶇墿涓嶅悓鐢熼暱闃舵鐨勯渶姹傦紝鎻愪緵鐗瑰畾娉㈤暱鐨勫厜鐓э紝淇冭繘妞嶇墿鐢熼暱錛屾彁楂樹綔鐗╀駭閲忓拰鍝佽川銆?023 騫存鐗╁伐鍘備笓鐢?LED 鐏鍑鴻揣閲忓悓姣斿闀?170%錛屾湭鏉ヤ簲騫存湁鏈涗繚鎸?40% 浠ヤ笂澧為�熴�?/span>
鍖葷枟鐓ф槑錛氬湪鍖葷枟棰嗗煙錛孡ED 鐏鍙敤浜庢墜鏈棤褰辯伅銆佺梾鎴跨収鏄庛�佺傳澶栫嚎鏉�鑿岀瓑鍦烘櫙銆傚叾涓紝UVC LED 鏉�鑿岀伅綆″湪鐤儏褰卞搷涓嬪競鍦哄姞閫熷彂灞曪紝2023 騫村競鍦鴻妯＄獊鐮?18 浜跨編鍏冿紝鍖婚櫌銆佸叕鍏變氦閫氱郴緇熺瓑鍦烘墍瀵瑰叾騫撮噰璐噺澧炲箙杈?270%銆?75nm 娣辯傳澶?LED 鐏鍦ㄨ〃闈㈡潃鑿屽競鍦虹殑娓楅�忕巼棰勮鍦?2030 騫磋揪鍒?65% 浠ヤ笂銆傛澶栵紝鐢ㄤ簬鍖葷枟緹庡銆佸厜鐤楃瓑棰嗗煙鐨?LED 鐏涔熼�愭笎鍙楀埌鍏蟲敞銆?/span>
杞︾敤鐓ф槑錛氶殢鐫�鏂拌兘婧愭苯杞︾殑鏅強錛岃濺鐢?LED 鐏甯傚満瑙勬ā涓嶆柇鎵╁ぇ銆侺ED 鐏鍙簲鐢ㄤ簬姹借濺鍐呴グ姘涘洿鐏�佷華琛ㄧ洏鐓ф槑銆侀槄璇葷伅絳夊満鏅紝鍏朵綆鍔熻�椼�侀暱瀵垮懡銆侀珮浜害絳夌壒鐐圭鍚堟苯杞︾収鏄庣殑闇�姹傘�傞璁?2027 騫磋濺鐢?LED 鐏甯傚満瑙勬ā灝嗚揪 27 浜跨編鍏冿紝涓昏闈㈠悜鏂拌兘婧愭苯杞︽櫤鑳芥皼鍥寸収鏄庨渶姹傘�?/span>
浜斻�佷駭涓氭斂絳栦笌娉曡
5.1 鍏ㄧ悆涓昏鍥藉鍜屽湴鍖烘斂絳?/span>
緹庡浗錛氱編鍥借兘婧愰儴錛圖OE錛夊嚭鍙版斂絳栬姹?2030 騫村墠鍏ㄩ潰娣樻卑鑽у厜鐏錛屾帹鍔?LED 鐓ф槑浜у搧鐨勬櫘鍙娿�傚悓鏃訛紝閫氳繃鑳芥簮涔嬫槦璁よ瘉絳夐」鐩紝瀵?LED 鐏鐨勮兘鏁堛�佸厜鍝佽川絳夋寚鏍囪繘琛岃鑼冿紝寮曞甯傚満娑堣垂銆傛澶栵紝閮ㄥ垎宸炴斂搴滆繕鎻愪緵琛ヨ創鍜岀◣鏀朵紭鎯犳斂絳栵紝榧撳姳浼佷笟鍜屽眳姘戦噰鐢ㄨ妭鑳界収鏄庝駭鍝併�?/span>
嬈х洘錛氭鐩熴�婄敓鎬佽璁℃寚浠ゃ�嬩笉鏂慨璁㈠畬鍠勶紝瀵?LED 鐏鐨勮兘鏁堛�佸彲鍥炴敹鎬с�佹湁瀹崇墿璐ㄩ檺鍒剁瓑鏂歸潰鎻愬嚭涓ユ牸瑕佹眰銆傚 ErP 2025 鏍囧噯瀵?LED 鐏鐨勮兘鏁堟寚鏁幫紙EEI錛夈�佸鍛姐�佸厜閫氱淮鎸佺巼絳夋寚鏍囧仛鍑烘槑紜瀹氾紝淇冧嬌浼佷笟鍔犲ぇ鐮斿彂鎶曞叆錛屾彁鍗囦駭鍝佺幆淇濇�ц兘鍜岃川閲忋�傚悓鏃訛紝嬈х洘閫氳繃緇胯壊鍏叡閲囪喘鏀跨瓥錛屼紭鍏堥噰璐鍚堢幆淇濇爣鍑嗙殑 LED 鐓ф槑浜у搧錛屾帹鍔ㄥ競鍦哄彂灞曘�?/span>
涓浗錛氫腑鍥芥斂搴滈珮搴﹂噸瑙嗗崐瀵間綋鐓ф槑浜т笟鍙戝睍錛屽嚭鍙頒簡涓�緋誨垪鏀跨瓥鏀寔 LED 鐏琛屼笟銆傘�婂崐瀵間綋鐓ф槑浜т笟 鈥滃崄鍥涗簲鈥?鍙戝睍瑙勫垝銆嬫槑紜姹?2025 騫?LED 鐏叿鍏夋晥鎻愬崌鑷?200lm/W 浠ヤ笂錛屽茍閫氳繃璐㈡斂琛ヨ創鎺ㄥ姩鍏叡鏈烘瀯 LED 鐓ф槑瑕嗙洊鐜囪秴 80%銆傛澶栵紝鈥滃弻紕斥�?鐩爣鐨勬彁鍑猴紝淇冧嬌鍚勮涓氬姞蹇妭鑳芥敼閫狅紝涓?LED 鐏甯傚満甯︽潵宸ㄥぇ鏈洪亣銆傚湴鏂規斂搴滀篃綰風悍鍑哄彴鐩稿叧鏀跨瓥錛屽璁劇珛浜т笟鍥尯銆佹彁渚涜澶囨姇璧勮ˉ璐淬�佸湡鍦板嚭璁╀環鏍間紭鎯犵瓑錛屽惛寮曚紒涓氬叆椹伙紝鎺ㄥ姩浜т笟闆嗚仛鍙戝睍銆?/span>
5.2 鐜繚涓庤兘鏁堟爣鍑?/span>
鐜繚鏍囧噯錛氬叏鐞冭寖鍥村唴鏃ョ泭涓ユ牸鐨勭幆淇濇硶瑙勫 LED 鐏琛屼笟浜х敓閲嶈褰卞搷銆傚嬈х洘鐨?RoHS 鎸囦護錛堥檺鍒跺湪鐢靛瓙鐢墊皵璁懼涓嬌鐢ㄦ煇浜涙湁瀹崇墿璐級瀵?LED 鐏涓殑閾呫�佹睘銆侀晧絳夋湁瀹崇墿璐ㄥ惈閲忚繘琛岄檺鍒訛紱WEEE 鎸囦護錛堢數瀛愮數姘旇澶囧簾寮冪墿綆＄悊鎸囦護錛夎瀹氫簡 LED 鐏絳夌収鏄庝駭鍝佺殑鍥炴敹銆佸鐞嗐�佸啀鍒╃敤瑕佹眰銆備腑鍥戒篃瀹炴柦浜嗙被浼肩殑鐜繚娉曡錛屽銆婄數鍣ㄧ數瀛愪駭鍝佹湁瀹崇墿璐ㄩ檺鍒朵嬌鐢ㄧ鐞嗗姙娉曘�嬶紝鎺ㄥ姩琛屼笟緇胯壊鍙戝睍銆?/span>
鑳芥晥鏍囧噯錛氬悇鍥界悍綰峰埗瀹?LED 鐏鐨勮兘鏁堟爣鍑嗭紝浠ユ彁楂樿兘婧愬埄鐢ㄦ晥鐜囥�備腑鍥界殑 GB 30255-2019銆奓ED 鐓ф槑浜у搧鑳芥晥闄愬畾鍊煎強鑳芥晥絳夌駭銆嬭瀹氫簡 LED 鐏鐨勮兘鏁堥檺瀹氬�箋�佽兘鏁堢瓑綰с�佽瘯楠屾柟娉曠瓑錛屽皢 LED 鐏鑳芥晥鍒嗕負 1銆?銆? 涓変釜絳夌駭錛? 綰ц兘鏁堟渶楂樸�傜編鍥借兘婧愪箣鏄熻璇佸 LED 鐏鐨勮兘鏁堣姹備篃杈冧負涓ユ牸錛屽瑕佹眰 LED 鐏鐨勫厜鏁堥渶杈懼埌涓�瀹氭暟鍊鹼紝涓斿湪涓嶅悓宸ヤ綔鏉′歡涓嬬殑鑳芥晥琛ㄧ幇紼沖畾銆傝兘鏁堟爣鍑嗙殑瀹炴柦錛屼績浣夸紒涓氫笉鏂紭鍖栦駭鍝佽璁″拰鍒墮�犲伐鑹猴紝鎻愬崌浜у搧鑳芥晥姘村鉤銆?/span>
鍏�佹寫鎴樹笌椋庨櫓
6.1 鍘熸潗鏂欎環鏍兼嘗鍔?/span>
LED 鐏鐢熶駭鎵�闇�鐨勫師鏉愭枡錛屽紼�鍦熻崸鍏夌矇銆佸崟鏅剁銆佽摑瀹濈煶絳夛紝浠鋒牸娉㈠姩杈冨ぇ銆?023 騫達紝闀ㄩ挄絳夌█鍦熻崸鍏夌矇浠鋒牸涓婃定 23%錛屽鑷翠紒涓氱敓浜ф垚鏈笂鍗囥�傚師鏉愭枡浠鋒牸鍙楀叏鐞冧緵闇�鍏崇郴銆佸湴緙樻斂娌匯�佽祫婧愬瀯鏂瓑澶氱鍥犵礌褰卞搷錛岄毦浠ュ噯紜嫻嬨�備環鏍兼嘗鍔ㄤ笉浠呭帇緙╀紒涓氬埄娑︾┖闂達紝榪樺鍔犱簡浼佷笟鐢熶駭緇忚惀鐨勪笉紜畾鎬с�備負搴斿鍘熸潗鏂欎環鏍兼嘗鍔ㄩ闄╋紝浼佷笟闇�鍔犲己涓庝緵搴斿晢鐨勫悎浣滐紝寤虹珛闀挎湡紼沖畾鐨勪緵搴斿叧緋伙紝鍚屾椂浼樺寲浜у搧璁捐錛屽噺灝戝浠鋒牸鏁忔劅鍘熸潗鏂欑殑渚濊禆錛屾垨閫氳繃濂楁湡淇濆�肩瓑閲戣瀺鎵嬫閿佸畾閮ㄥ垎鍘熸潗鏂欓噰璐環鏍箋�?/span>
6.2 鎶�鏈礬綰挎洿榪闄?/span>
LED 鐓ф槑鎶�鏈彂灞曡繀閫燂紝鏂扮殑鎶�鏈礬綰夸笉鏂秾鐜般�傝櫧鐒剁洰鍓?LED 鐏鎶�鏈湪鐓ф槑甯傚満鍗犳嵁涓誨鍦頒綅錛屼絾濡傛灉鏈潵鍑虹幇棰犺鎬х殑鏂版妧鏈紝濡?OLED 鐓ф槑錛堟湁鏈哄彂鍏変簩鏋佺鐓ф槑錛夊湪鎴愭湰銆佹�ц兘絳夋柟闈㈠彇寰楅噸澶х獊鐮達紝鍙兘瀵?LED 鐏甯傚満褰㈡垚鍐插嚮銆侽LED 鐓ф槑鍏鋒湁鑷彂鍏夈�佹煍鎬с�佽交钖勩�佹棤钃濆厜鍗卞絳変紭鐐癸紝鍦ㄤ竴浜涚壒瀹氬簲鐢ㄥ満鏅紙濡傛煍鎬х収鏄庛�侀珮绔樉紺虹瓑錛夊叿鏈夋綔鍦ㄧ珵浜変紭鍔褲�傛澶栵紝鍏朵粬鏂板瀷鐓ф槑鎶�鏈嬋�鍏夌収鏄庣瓑涔熷湪涓嶆柇鍙戝睍錛孡ED 鐏琛屼笟闇�鎸佺畫鍏蟲敞鎶�鏈彂灞曞姩鎬侊紝鍔犲ぇ鐮斿彂鎶曞叆錛屼繚鎸佹妧鏈鍏堝湴浣嶏紝浠ュ簲瀵規妧鏈礬綰挎洿榪闄┿�?/span>
6.3 鍥介檯璐告槗澹佸瀿
闅忕潃鍏ㄧ悆 LED 鐏甯傚満绔炰簤鍔犲墽錛屽浗闄呰錘鏄撴懇鎿﹀澶氾紝璐告槗澹佸瀿鎴愪負琛屼笟鍙戝睍闈復鐨勯噸瑕佹寫鎴樸�備緥濡傦紝緹庡浗
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