LED产(Chan)业(Ye)回(Hui)暖(Nuan)的(De)大(Da)幕(Mu)正(Zheng)徐(Xu)徐(Xu)拉(La)开(Kai),(?)整(Zheng)理(Li)LED全(Quan)产(Chan)业(Ye)链(Lian)框(Kuang)架(Jia)和(He)投(Tou)资(Zi)机(Ji)会(Hui)。(?)
一(Yi)、(?)全(Quan)行(Xing)业(Ye)特(Te)点(Dian)
LED行(Xing)业(Ye)的(De)一(Yi)般(Ban)特(Te)点(Dian)与(Yu)IT制(Zhi)造(Zao)业(Ye)一(Yi)样(Yang)受(Shou)摩(Mo)尔(?)定(Ding)理(Li)和(He)海(Hai)兹(Zi)定(Ding)律(Lu)影(Ying)响(Xiang),(?)行(Xing)业(Ye)呈(Cheng)现(Xian)重(Zhong)资(Zi)产(Chan)、(?)技(Ji)术(Shu)更(Geng)新(Xin)快(Kuai),(?)固(Gu)定(Ding)资(Zi)产(Chan)投(Tou)资(Zi)大(Da)且(Qie)更(Geng)新(Xin)要(Yao)求(Qiu)高(Gao)等(Deng)特(Te)点(Dian),(?)要(Yao)在(Zai)行(Xing)业(Ye)内(Nei)生(Sheng)存(Cun)发(Fa)展(Zhan),(?)必(Bi)须(Xu)有(You)足(Zu)够(Gou)的(De)毛(Mao)利(Li)率(Lu)、(?)净(Jing)利(Li)率(Lu)和(He)自(Zi)由(You)现(Xian)金(Jin)流(Liu)量(Liang)以(Yi)支(Zhi)撑(Cheng)日(Ri)益(Yi)增(Zeng)加(Jia)的(De)固(Gu)定(Ding)资(Zi)产(Chan)投(Tou)资(Zi)需(Xu)求(Qiu),(?)且(Qie)产(Chan)品(Pin)随(Sui)着(Zhuo)时(Shi)间(Jian)推(Tui)移(Yi)在(Zai)不(Bu)断(Duan)的(De)快(Kuai)速(Su)贬(Bian)值(Zhi)。(?)
这(Zhe)要(Yao)求(Qiu)该(Gai)行(Xing)业(Ye)的(De)企(Qi)业(Ye)有(You)充(Chong)足(Zu)的(De)管(Guan)理(Li)能(Neng)力(Li),(?)尤(You)其(Qi)是(Shi)存(Cun)货(Huo)管(Guan)理(Li)能(Neng)力(Li)。(?)
整(Zheng)体(Ti)看(Kan),(?)这(Zhe)是(Shi)一(Yi)个(Ge)外(Wai)表(Biao)光(Guang)鲜(Xian)实(Shi)际(Ji)很(Hen)苦(Ku)逼(?)的(De)行(Xing)业(Ye),(?)必(Bi)须(Xu)一(Yi)面(Mian)提(Ti)升(Sheng)管(Guan)理(Li)能(Neng)力(Li),(?)跟(Gen)时(Shi)间(Jian)赛(Sai)跑(Pao),(?)确(Que)保(Bao)货(Huo)流(Liu)畅(Chang)通(Tong),(?)一(Yi)面(Mian)要(Yao)不(Bu)断(Duan)将(Jiang)当(Dang)前(Qian)盈(Ying)利(Li)投(Tou)入(Ru)进(Jin)去(Qu)以(Yi)获(Huo)取(Qu)未(Wei)来(Lai)的(De)竞(Jing)争(Zheng)优(You)势(Shi)。(?)
行(Xing)业(Ye)在(Zai)加(Jia)速(Su)发(Fa)展(Zhan)过(Guo)程(Cheng)中(Zhong),(?)那(Na)些(Xie)未(Wei)能(Neng)挣(Zheng)得(De)足(Zu)够(Gou)现(Xian)金(Jin)流(Liu)以(Yi)支(Zhi)撑(Cheng)公(Gong)司(Si)产(Chan)业(Ye)升(Sheng)级(Ji)的(De)企(Qi)业(Ye)将(Jiang)被(Bei)淘(Tao)汰(Tai),(?)而(?)行(Xing)业(Ye)将(Jiang)不(Bu)断(Duan)的(De)集(Ji)中(Zhong),(?)行(Xing)业(Ye)前(Qian)几(Ji)占(Zhan)据(Ju)大(Da)部(Bu)分(Fen)市(Shi)场(Chang)和(He)更(Geng)大(Da)份(Fen)额(E)的(De)盈(Ying)利(Li),(?)最(Zui)终(Zhong)形(Xing)成(Cheng)寡(Gua)头(Tou)垄(Long)断(Duan)的(De)局(Ju)面(Mian)。(?)
除(Chu)上(Shang)述(Shu)特(Te)点(Dian)外(Wai),(?)LED行(Xing)业(Ye)有(You)其(Qi)自(Zi)身(Shen)特(Te)点(Dian)。(?)从(Cong)历(Li)史(Shi)逻(Luo)辑(Ji)看(Kan),(?)每(Mei)轮(Lun)细(Xi)分(Fen)应(Ying)用(Yong)领(Ling)域(Yu)的(De)增(Zeng)长(Chang)催(Cui)生(Sheng)行(Xing)业(Ye)发(Fa)展(Zhan)。(?)
2009—(?)2010年(Nian),(?)下(Xia)游(You)LED背(Bei)光(Guang)领(Ling)域(Yu)需(Xu)求(Qiu)增(Zeng)长(Chang),(?)带(Dai)动(Dong)LED全(Quan)行(Xing)业(Ye)盈(Ying)利(Li)增(Zeng)长(Chang)并(Bing)引(Yin)起(Qi)行(Xing)业(Ye)投(Tou)资(Zi)热(Re)潮(Chao),(?)之(Zhi)后(Hou)2011—(?)2012年(Nian),(?)产(Chan)能(Neng)过(Guo)剩(Sheng),(?)全(Quan)行(Xing)业(Ye)盈(Ying)利(Li)水(Shui)平(Ping)下(Xia)降(Jiang),(?)小(Xiao)弱(Ruo)企(Qi)业(Ye)逐(Zhu)步(Bu)退(Tui)出(Chu)市(Shi)场(Chang),(?)行(Xing)业(Ye)产(Chan)能(Neng)出(Chu)清(Qing);(?)
2013年(Nian)—(?)2014年(Nian),(?)背(Bei)光(Guang)应(Ying)用(Yong)市(Shi)场(Chang)饱(Bao)和(He),(?)照(Zhao)明(Ming)需(Xu)求(Qiu)增(Zeng)长(Chang),(?)带(Dai)动(Dong)LED全(Quan)行(Xing)业(Ye)盈(Ying)利(Li)增(Zeng)长(Chang)并(Bing)再(Zai)次(Ci)引(Yin)起(Qi)行(Xing)业(Ye)投(Tou)资(Zi)热(Re)潮(Chao),(?)之(Zhi)后(Hou)2015—(?)2016Q2,产(Chan)能(Neng)过(Guo)剩(Sheng),(?)行(Xing)业(Ye)出(Chu)清(Qing);(?)
2016年(Nian)Q3--2018年(Nian)Q2,(?)小(Xiao)间(Jian)距(Ju)需(Xu)求(Qiu)爆(Bao)发(Fa),(?)照(Zhao)明(Ming)市(Shi)场(Chang)渗(Shen)透(Tou)率(Lu)增(Zeng)加(Jia),(?)短(Duan)期(Qi)供(Gong)需(Xu)错(Cuo)配(Pei)引(Yin)导(Dao)行(Xing)业(Ye)上(Shang)行(Xing),(?)2018Q3--至(Zhi)今(Jin),(?)全(Quan)球(Qiu)经(Jing)济(Ji)下(Xia)滑(Hua),(?)中(Zhong)美(Mei)毛(Mao)衣(Yi)战(Zhan),(?)需(Xu)求(Qiu)下(Xia)滑(Hua),(?)产(Chan)业(Ye)过(Guo)剩(Sheng),(?)行(Xing)业(Ye)出(Chu)清(Qing)。(?)
行(Xing)业(Ye)发(Fa)展(Zhan)过(Guo)程(Cheng)中(Zhong),(?)周(Zhou)期(Qi)性(Xing)明(Ming)显(Xian),(?)基(Ji)本(Ben)是(Shi)四(Si)年(Nian)一(Yi)周(Zhou)期(Qi)。(?)每(Mei)轮(Lun)行(Xing)业(Ye)上(Shang)行(Xing)都(Du)由(You)新(Xin)的(De)下(Xia)游(You)细(Xi)分(Fen)应(Ying)用(Yong)领(Ling)域(Yu)需(Xu)求(Qiu)牵(Qian)引(Yin),(?)先(Xian)是(Shi)LED背(Bei)光(Guang)、(?)再(Zai)是(Shi)照(Zhao)明(Ming),(?)后(Hou)是(Shi)小(Xiao)间(Jian)距(Ju);(?)每(Mei)轮(Lun)行(Xing)业(Ye)出(Chu)清(Qing),(?)都(Du)伴(Ban)随(Sui)行(Xing)业(Ye)集(Ji)中(Zhong)度(Du)增(Zeng)加(Jia)。(?)
目(Mu)前(Qian),(?)传(Chuan)统(Tong)LED背(Bei)光(Guang)和(He)照(Zhao)明(Ming)行(Xing)业(Ye)基(Ji)本(Ben)饱(Bao)和(He)((?)除(Chu)高(Gao)端(Duan)汽(Qi)车(Che)照(Zhao)明(Ming)仍(Reng)保(Bao)持(Chi)快(Kuai)速(Su)增(Zeng)长(Chang),(?)但(Dan)这(Zhe)一(Yi)领(Ling)域(Yu)国(Guo)内(Nei)没(Mei)有(You)有(You)竞(Jing)争(Zheng)力(Li)的(De)公(Gong)司(Si))(?),(?)小(Xiao)间(Jian)距(Ju)直(Zhi)显(Xian)高(Gao)端(Duan)市(Shi)场(Chang)在(Zai)逐(Zhu)步(Bu)饱(Bao)和(He),(?)中(Zhong)低(Di)端(Duan)((?)如(Ru)家(Jia)用(Yong)TV)在(Zai)快(Kuai)速(Su)渗(Shen)透(Tou))(?)MINI背(Bei)光(Guang)、(?)MICRO LED在(Zai)商(Shang)业(Ye)化(Hua)前(Qian)夕(Xi),(?)预(Yu)计(Ji)随(Sui)着(Zhuo)成(Cheng)本(Ben)下(Xia)降(Jiang),(?)该(Gai)领(Ling)域(Yu)渗(Shen)透(Tou)率(Lu)将(Jiang)快(Kuai)速(Su)攀(Pan)升(Sheng),(?)牵(Qian)引(Yin)行(Xing)业(Ye)上(Shang)行(Xing)。(?)LED的(De)终(Zhong)极(Ji)形(Xing)态(Tai)为(Wei)MICRO直(Zhi)显(Xian)在(Zai)消(Xiao)费(Fei)电(Dian)子(Zi)的(De)应(Ying)用(Yong),(?)一(Yi)旦(Dan)形(Xing)成(Cheng)应(Ying)用(Yong)并(Bing)达(Da)到(Dao)一(Yi)定(Ding)的(De)渗(Shen)透(Tou)率(Lu),(?)在(Zai)摩(Mo)尔(?)定(Ding)理(Li)和(He)海(Hai)兹(Zi)定(Ding)律(Lu)的(De)加(Jia)持(Chi)下(Xia),(?)将(Jiang)彻(Che)底(Di)颠(Dian)覆(Fu)传(Chuan)统(Tong)显(Xian)示(Shi)领(Ling)域(Yu)。(?)
二(?)、(?)行(Xing)业(Ye)细(Xi)分(Fen)和(He)分(Fen)行(Xing)业(Ye)竞(Jing)争(Zheng)格(Ge)局(Ju)
行(Xing)业(Ye)分(Fen)为(Wei):(?)上(Shang)游(You)芯(Xin)片(Pian)、(?)中(Zhong)游(You)封(Feng)装(Zhuang)和(He)下(Xia)游(You)照(Zhao)明(Ming)应(Ying)用(Yong)和(He)下(Xia)游(You)显(Xian)示(Shi)应(Ying)用(Yong)。(?)
上(Shang)游(You)芯(Xin)片(Pian):(?)技(Ji)术(Shu)含(Han)量(Liang)最(Zui)高(Gao)、(?)周(Zhou)期(Qi)性(Xing)最(Zui)强(Qiang)、(?)整(Zheng)体(Ti)历(Li)史(Shi)平(Ping)均(Jun)利(Li)润(Run)率(Lu)最(Zui)高(Gao)、(?)行(Xing)业(Ye)集(Ji)中(Zhong)度(Du)高(Gao),(?)专(Zhuan)利(Li)竞(Jing)争(Zheng)最(Zui)激(Ji)烈(Lie)、(?)经(Jing)营(Ying)风(Feng)险(Xian)最(Zui)大(Da),(?)高(Gao)技(Ji)术(Shu)、(?)高(Gao)投(Tou)资(Zi)特(Te)点(Dian)最(Zui)明(Ming)显(Xian)。(?)
2018年(Nian),(?)产(Chan)值(Zhi)200亿(Yi),(?)前(Qian)五(Wu)大(Da)芯(Xin)片(Pian)厂(Chang)商(Shang)占(Zhan)据(Ju)超(Chao)70%的(De)市(Shi)场(Chang)份(Fen)额(E),(?)属(Shu)于(Yu)”(?)小(Xiao)市(Shi)场(Chang)、(?)高(Gao)集(Ji)中(Zhong)“(?)格(Ge)局(Ju),(?)全(Quan)国(Guo)LED芯(Xin)片(Pian)企(Qi)业(Ye)40—(?)50家(Jia),(?)其(Qi)中(Zhong)上(Shang)市(Shi)公(Gong)司(Si)10家(Jia),(?)2018年(Nian)中(Zhong)国(Guo)芯(Xin)片(Pian)产(Chan)值(Zhi)占(Zhan)世(Shi)界(Jie)60%,(?)全(Quan)球(Qiu)龙(Long)头(Tou)三(San)安(An)光(Guang)电(Dian)国(Guo)内(Nei)市(Shi)占(Zhan)率(Lu)30%,(?)国(Guo)内(Nei)老(Lao)二(?)华(Hua)灿(Can)光(Guang)电(Dian)国(Guo)内(Nei)市(Shi)占(Zhan)率(Lu)约(Yue)15—(?)20%。(?)
从(Cong)全(Quan)球(Qiu)竞(Jing)争(Zheng)看(Kan),(?)三(San)安(An)光(Guang)电(Dian)与(Yu)台(Tai)湾(Wan)晶(Jing)元(Yuan)光(Guang)电(Dian)同(Tong)属(Shu)LED芯(Xin)片(Pian)第(Di)一(Yi)梯(Ti)队(Dui),(?)两(Liang)家(Jia)企(Qi)业(Ye)的(De)芯(Xin)片(Pian)在(Zai)其(Qi)他(Ta)领(Ling)域(Yu)性(Xing)能(Neng)相(Xiang)差(Cha)不(Bu)大(Da),(?)晶(Jing)元(Yuan)光(Guang)电(Dian)在(Zai)大(Da)功(Gong)率(Lu)芯(Xin)片(Pian)上(Shang)质(Zhi)量(Liang)占(Zhan)优(You)势(Shi),(?)有(You)可(Ke)用(Yong)于(Yu)MICRO的(De)芯(Xin)片(Pian)((?)目(Mu)前(Qian)三(San)安(An)尚(Shang)没(Mei)有(You),(?)但(Dan)有(You)用(Yong)于(Yu)MINI的(De)芯(Xin)片(Pian))(?),(?)但(Dan)价(Jia)格(Ge)高(Gao)。(?)三(San)安(An)光(Guang)电(Dian)是(Shi)背(Bei)靠(Kao)中(Zhong)国(Guo)这(Zhe)个(Ge)最(Zui)大(Da)的(De)市(Shi)场(Chang)成(Cheng)长(Chang)起(Qi)来(Lai)((?)从(Cong)晶(Jing)元(Yuan)挖(Wa)了(Liao)很(Hen)多(Duo)技(Ji)术(Shu)人(Ren)员(Yuan))(?),(?)在(Zai)质(Zhi)量(Liang)相(Xiang)差(Cha)无(Wu)几(Ji)的(De)情(Qing)况(Kuang)下(Xia),(?)有(You)价(Jia)格(Ge)优(You)势(Shi)。(?)全(Quan)面(Mian)赶(Gan)超(Chao)晶(Jing)元(Yuan)光(Guang)电(Dian)也(Ye)是(Shi)不(Bu)久(Jiu)将(Jiang)来(Lai)的(De)事(Shi)情(Qing)。(?)
中(Zhong)游(You)封(Feng)装(Zhuang):(?)2018年(Nian)有(You)1000多(Duo)家(Jia)企(Qi)业(Ye),(?)目(Mu)前(Qian)估(Gu)计(Ji)有(You)700—(?)800家(Jia)企(Qi)业(Ye),(?)行(Xing)业(Ye)利(Li)润(Run)率(Lu)低(Di),(?)集(Ji)中(Zhong)度(Du)低(Di)。(?)2018年(Nian),(?)中(Zhong)国(Guo)LED封(Feng)装(Zhuang)市(Shi)占(Zhan)率(Lu)38%,(?)居(Ju)首(Shou)位(Wei)。(?)日(Ri)本(Ben)是(Shi)17%,(?)次(Ci)之(Zhi)。(?)封(Feng)装(Zhuang)企(Qi)业(Ye)在(Zai)加(Jia)速(Su)淘(Tao)汰(Tai),(?)投(Tou)资(Zi)机(Ji)会(Hui)来(Lai)源(Yuan)于(Yu)行(Xing)业(Ye)集(Ji)中(Zhong)。(?)国(Guo)内(Nei)龙(Long)头(Tou)为(Wei):(?)木(Mu)林(Lin)森(Sen)、(?)国(Guo)星(Xing)光(Guang)电(Dian)和(He)鸿(Hong)利(Li)汇(Hui)智(Zhi),(?)高(Gao)端(Duan)应(Ying)用(Yong)领(Ling)域(Yu)龙(Long)头(Tou)为(Wei):(?)东(Dong)山(Shan)精(Jing)密(Mi)和(He)兆(Zhao)驰(Chi)股(Gu)份(Fen),(?)在(Zai)2011年(Nian)—(?)2017年(Nian),(?)国(Guo)内(Nei)行(Xing)业(Ye)前(Qian)五(Wu)集(Ji)中(Zhong)度(Du)从(Cong)11%上(Shang)升(Sheng)到(Dao)16%。(?)
下(Xia)游(You)照(Zhao)明(Ming)应(Ying)用(Yong):(?)市(Shi)场(Chang)规(Gui)模(Mo)最(Zui)大(Da)((?)计(Ji)2018年(Nian)我(Wo)国(Guo)规(Gui)模(Mo)2679亿(Yi))(?),(?)前(Qian)五(Wu)国(Guo)内(Nei)市(Shi)占(Zhan)率(Lu)9.24%((?)日(Ri)美(Mei)CR4高(Gao)达(Da)60%+)(?),(?)行(Xing)业(Ye)集(Ji)中(Zhong)度(Du)低(Di)且(Qie)随(Sui)竞(Jing)争(Zheng)加(Jia)剧(Ju)呈(Cheng)现(Xian)越(Yue)来(Lai)越(Yue)分(Fen)散(San)的(De)状(Zhuang)态(Tai),(?)仍(Reng)属(Shu)于(Yu)完(Wan)全(Quan)竞(Jing)争(Zheng)状(Zhuang)态(Tai),(?)渗(Shen)透(Tou)率(Lu)已(Yi)高(Gao)达(Da)60%,(?)分(Fen)行(Xing)业(Ye)已(Yi)从(Cong)高(Gao)增(Zeng)速(Su)降(Jiang)到(Dao)超(Chao)低(Di)增(Zeng)速(Su)或(Huo)0增(Zeng)速(Su)。(?)唯(Wei)一(Yi)有(You)中(Zhong)速(Su)增(Zeng)长(Chang)领(Ling)域(Yu)的(De)是(Shi)汽(Qi)车(Che)车(Che)灯(Deng),(?)国(Guo)内(Nei)龙(Long)头(Tou)为(Wei)星(Xing)宇(Yu)股(Gu)份(Fen)。(?)投(Tou)资(Zi)机(Ji)会(Hui)来(Lai)源(Yuan)于(Yu)行(Xing)业(Ye)集(Ji)中(Zhong)的(De)机(Ji)会(Hui),(?)但(Dan)仍(Reng)未(Wei)见(Jian)行(Xing)业(Ye)集(Ji)中(Zhong)的(De)可(Ke)见(Jian)趋(Qu)势(Shi)。(?)家(Jia)居(Ju)照(Zhao)明(Ming)龙(Long)头(Tou)是(Shi):(?)欧(Ou)普(Pu)照(Zhao)明(Ming)。(?)
下(Xia)游(You)LED显(Xian)示(Shi):毛(Mao)利(Li)、(?)净(Jing)利(Li)中(Zhong)等(Deng)((?)仅(Jin)次(Ci)于(Yu)LED芯(Xin)片(Pian))(?),(?)行(Xing)业(Ye)集(Ji)中(Zhong)度(Du)高(Gao),(?)在(Zai)中(Zhong)低(Di)端(Duan)应(Ying)用(Yong)上(Shang)发(Fa)展(Zhan)格(Ge)局(Ju)基(Ji)本(Ben)确(Que)定(Ding)。(?)2019年(Nian)在(Zai)中(Zhong)高(Gao)端(Duan)领(Ling)域(Yu),(?)小(Xiao)间(Jian)距(Ju)LED国(Guo)内(Nei)市(Shi)场(Chang)规(Gui)模(Mo)达(Da)到(Dao)103亿(Yi),(?)在(Zai)LED显(Xian)示(Shi)领(Ling)域(Yu)渗(Shen)透(Tou)率(Lu)为(Wei)18%左(Zuo)右(You)。(?)
MINI背(Bei)光(Guang)、(?)MICRO LED在(Zai)商(Shang)业(Ye)化(Hua)前(Qian)夕(Xi),(?)前(Qian)景(Jing)广(Guang)阔(Kuo)。(?)据(Ju)媒(Mei)体(Ti)报(Bao)道(Dao),(?)2021年(Nian),(?)苹(Ping)果(Guo)将(Jiang)推(Tui)出(Chu)MINI LED背(Bei)光(Guang)IPad Pro((?)进(Jin)展(Zhan)不(Bu)详(Xiang))(?);(?)三(San)星(Xing)推(Tui)MINI LED背(Bei)光(Guang)电(Dian)视(Shi)((?)国(Guo)外(Wai)巨(Ju)头(Tou)当(Dang)中(Zhong)三(San)星(Xing)进(Jin)展(Zhan)最(Zui)好(Hao),(?)买(Mai)了(Liao)很(Hen)多(Duo)有(You)巨(Ju)转(Zhuan)技(Ji)术(Shu)的(De)公(Gong)司(Si))(?);(?)GOOGLE在(Zai)做(Zuo)但(Dan)进(Jin)展(Zhan)不(Bu)佳(Jia);(?)SONY前(Qian)段(Duan)时(Shi)间(Jian)炒(Chao)作(Zuo)很(Hen)凶(Xiong),(?)据(Ju)说(Shuo)项(Xiang)目(Mu)停(Ting)了(Liao);(?)国(Guo)内(Nei)TCL、(?)海(Hai)信(Xin)等(Deng)大(Da)量(Liang)厂(Chang)家(Jia)也(Ye)已(Yi)经(Jing)推(Tui)出(Chu)相(Xiang)关(Guan)背(Bei)光(Guang)电(Dian)视(Shi),(?)未(Wei)来(Lai)发(Fa)展(Zhan)前(Qian)景(Jing)巨(Ju)大(Da)。(?)
目(Mu)前(Qian),(?)小(Xiao)间(Jian)距(Ju)P1.6间(Jian)距(Ju)与(Yu)投(Tou)影(Ying)持(Chi)平(Ping),(?)P1.8已(Yi)大(Da)幅(Fu)低(Di)于(Yu)投(Tou)影(Ying),(?)但(Dan)每(Mei)平(Ping)米(Mi)平(Ping)均(Jun)单(Dan)价(Jia)仍(Reng)是(Shi)液(Ye)晶(Jing)显(Xian)示(Shi)的(De)三(San)倍(Bei)左(Zuo)右(You),(?)替(Ti)代(Dai)成(Cheng)本(Ben)较(Jiao)高(Gao)。(?)利(Li)好(Hao)是(Shi):(?)无(Wu)论(Lun)投(Tou)影(Ying)、(?)液(Ye)晶(Jing)还(Huan)是(Shi)OLED,(?)要(Yao)么(Me)技(Ji)术(Shu)存(Cun)在(Zai)致(Zhi)命(Ming)缺(Que)陷(Xian),(?)要(Yao)么(Me)成(Cheng)本(Ben)已(Yi)接(Jie)近(Jin)极(Ji)限(Xian),(?)而(?)LED还(Huan)在(Zai)成(Cheng)本(Ben)还(Huan)在(Zai)不(Bu)断(Duan)下(Xia)降(Jiang)((?)海(Hai)兹(Zi)定(Ding)律(Lu):(?)LED每(Mei)十(Shi)八(Ba)到(Dao)二(?)十(Shi)四(Si)月(Yue)亮(Liang)度(Du)增(Zeng)一(Yi)倍(Bei),(?)成(Cheng)本(Ben)降(Jiang)20%)(?)。(?)
但(Dan)在(Zai)高(Gao)端(Duan)应(Ying)用(Yong)MINI背(Bei)光(Guang)、(?)MICRO LED上(Shang),(?)由(You)于(Yu)未(Wei)来(Lai)前(Qian)景(Jing)广(Guang)阔(Kuo),(?)近(Jin)几(Ji)年(Nian)来(Lai)吸(Xi)引(Yin)大(Da)批(Pi)国(Guo)际(Ji)级(Ji)巨(Ju)头(Tou)谷(Gu)歌(Ge)、(?)苹(Ping)果(Guo)、(?)三(San)星(Xing)、(?)SONY等(Deng)携(Xie)巨(Ju)资(Zi)涌(Yong)入(Ru),(?)并(Bing)购(Gou)风(Feng)起(Qi)云(Yun)涌(Yong),(?)属(Shu)于(Yu)标(Biao)准(Zhun)未(Wei)定(Ding)、(?)工(Gong)艺(Yi)路(Lu)线(Xian)复(Fu)杂(Za)且(Qie)多(Duo)样(Yang),(?)不(Bu)同(Tong)工(Gong)艺(Yi)路(Lu)线(Xian)齐(Qi)头(Tou)并(Bing)进(Jin),(?)竞(Jing)争(Zheng)模(Mo)式(Shi)也(Ye)未(Wei)定(Ding)((?)未(Wei)来(Lai)可(Ke)能(Neng)消(Xiao)费(Fei)电(Dian)子(Zi)巨(Ju)头(Tou)交(Jiao)给(Gei)现(Xian)有(You)LED厂(Chang)家(Jia)生(Sheng)产(Chan)或(Huo)是(Shi)自(Zi)行(Xing)生(Sheng)产(Chan))(?)。(?)因(Yin)此(Ci),(?)这(Zhe)是(Shi)个(Ge)全(Quan)新(Xin)领(Ling)域(Yu),(?)充(Chong)满(Man)变(Bian)数(Shu),(?)最(Zui)终(Zhong)决(Jue)定(Ding)竞(Jing)争(Zheng)格(Ge)局(Ju)和(He)竞(Jing)争(Zheng)模(Mo)式(Shi)的(De)主(Zhu)要(Yao)因(Yin)素(Su)是(Shi)技(Ji)术(Shu)、(?)专(Zhuan)利(Li),(?)以(Yi)及(Ji)谁(Shui)的(De)效(Xiao)率(Lu)更(Geng)高(Gao)。(?)
目(Mu)前(Qian),(?)MINI背(Bei)光(Guang)在(Zai)商(Shang)业(Ye)化(Hua)前(Qian)夕(Xi),(?)MICRO LED直(Zhi)显(Xian)已(Yi)有(You)产(Chan)品(Pin)陆(Lu)续(Xu)面(Mian)世(Shi),(?)但(Dan)主(Zhu)要(Yao)还(Huan)是(Shi)大(Da)屏(Ping)为(Wei)主(Zhu),(?)成(Cheng)本(Ben)极(Ji)高(Gao),(?)象(Xiang)征(Zheng)意(Yi)义(Yi)大(Da)于(Yu)实(Shi)际(Ji)意(Yi)义(Yi)。(?)
三(San)、(?)上(Shang)下(Xia)游(You)联(Lian)动(Dong)、(?)竞(Jing)争(Zheng)格(Ge)局(Ju)走(Zou)向(Xiang)
芯(Xin)片(Pian)企(Qi)业(Ye)在(Zai)每(Mei)轮(Lun)行(Xing)业(Ye)出(Chu)清(Qing)中(Zhong),(?)集(Ji)中(Zhong)度(Du)都(Du)会(Hui)继(Ji)续(Xu)上(Shang)升(Sheng)。(?)随(Sui)着(Zhuo)MINI、(?)MICRO等(Deng)可(Ke)见(Jian)终(Zhong)极(Ji)应(Ying)用(Yong)渗(Shen)透(Tou)率(Lu)的(De)提(Ti)升(Sheng),(?)寡(Gua)头(Tou)垄(Long)断(Duan)将(Jiang)定(Ding)型(Xing),(?)龙(Long)头(Tou)企(Qi)业(Ye)将(Jiang)挣(Zheng)走(Zou)大(Da)部(Bu)分(Fen)钱(Qian),(?)现(Xian)金(Jin)流(Liu)会(Hui)越(Yue)来(Lai)越(Yue)好(Hao),(?)将(Jiang)现(Xian)金(Jin)流(Liu)转(Zhuan)成(Cheng)投(Tou)资(Zi)的(De)比(Bi)例(Li)将(Jiang)减(Jian)少(Shao),(?)行(Xing)业(Ye)周(Zhou)期(Qi)性(Xing)将(Jiang)逐(Zhu)渐(Jian)弱(Ruo)化(Hua)。(?)
芯(Xin)片(Pian)企(Qi)业(Ye)需(Xu)要(Yao)封(Feng)装(Zhuang)企(Qi)业(Ye)稳(Wen)定(Ding)出(Chu)货(Huo)量(Liang)、(?)出(Chu)货(Huo)速(Su)度(Du)。(?)而(?)封(Feng)装(Zhuang)企(Qi)业(Ye)需(Xu)要(Yao)低(Di)价(Jia)芯(Xin)片(Pian)和(He)稳(Wen)定(Ding)来(Lai)源(Yuan),(?)芯(Xin)片(Pian)企(Qi)业(Ye)将(Jiang)扶(Fu)持(Chi)头(Tou)部(Bu)封(Feng)装(Zhuang)企(Qi)业(Ye),(?)传(Chuan)统(Tong)封(Feng)装(Zhuang)行(Xing)业(Ye)集(Ji)中(Zhong)度(Du)会(Hui)有(You)上(Shang)升(Sheng),(?)但(Dan)由(You)于(Yu)技(Ji)术(Shu)含(Han)量(Liang)不(Bu)高(Gao),(?)将(Jiang)达(Da)不(Bu)到(Dao)芯(Xin)片(Pian)和(He)显(Xian)示(Shi)领(Ling)域(Yu)的(De)集(Ji)中(Zhong)度(Du)。(?)
但(Dan)在(Zai)显(Xian)示(Shi)领(Ling)域(Yu),(?)随(Sui)着(Zhuo)MINI背(Bei)光(Guang)、(?)MICRO LED商(Shang)用(Yong)的(De)推(Tui)进(Jin),(?)由(You)于(Yu)采(Cai)用(Yong)了(Liao)巨(Ju)转(Zhuan)技(Ji)术(Shu),(?)传(Chuan)统(Tong)封(Feng)装(Zhuang)企(Qi)业(Ye)将(Jiang)失(Shi)去(Qu)存(Cun)在(Zai)的(De)意(Yi)义(Yi),(?)行(Xing)业(Ye)将(Jiang)由(You)上(Shang)中(Zhong)游(You)联(Lian)动(Dong)转(Zhuan)变(Bian)成(Cheng)跳(Tiao)开(Kai)中(Zhong)游(You)封(Feng)装(Zhuang)环(Huan)节(Jie),(?)上(Shang)下(Xia)游(You)直(Zhi)接(Jie)联(Lian)动(Dong)研(Yan)发(Fa)、(?)联(Lian)动(Dong)出(Chu)货(Huo)。(?)
通(Tong)用(Yong)照(Zhao)明(Ming)集(Ji)中(Zhong)度(Du)将(Jiang)提(Ti)升(Sheng),(?)但(Dan)会(Hui)是(Shi)一(Yi)个(Ge)漫(Man)长(Chang)的(De)过(Guo)程(Cheng)。(?)车(Che)用(Yong)照(Zhao)明(Ming)将(Jiang)维(Wei)持(Chi)中(Zhong)速(Su)增(Zeng)长(Chang)较(Jiao)长(Chang)一(Yi)段(Duan)时(Shi)间(Jian),(?)直(Zhi)到(Dao)渗(Shen)透(Tou)率(Lu)达(Da)到(Dao)某(Mou)个(Ge)临(Lin)界(Jie)点(Dian)。(?)
在(Zai)可(Ke)见(Jian)的(De)未(Wei)来(Lai),(?)MINI背(Bei)光(Guang)将(Jiang)高(Gao)速(Su)增(Zeng)长(Chang),(?)成(Cheng)为(Wei)带(Dai)动(Dong)整(Zheng)个(Ge)LED行(Xing)业(Ye)发(Fa)展(Zhan)的(De)新(Xin)发(Fa)动(Dong)机(Ji)。(?)液(Ye)晶(Jing)、(?)OLED市(Shi)场(Chang)规(Gui)模(Mo)将(Jiang)逐(Zhu)渐(Jian)被(Bei)侵(Qin)袭(Xi),(?)MINI、(?)尤(You)其(Qi)是(Shi)MICRO直(Zhi)显(Xian)的(De)大(Da)规(Gui)模(Mo)应(Ying)用(Yong)可(Ke)能(Neng)还(Huan)需(Xu)要(Yao)至(Zhi)少(Shao)三(San)到(Dao)五(Wu)年(Nian)时(Shi)间(Jian),(?)但(Dan)一(Yi)旦(Dan)成(Cheng)本(Ben)降(Jiang)至(Zhi)临(Lin)界(Jie)值(Zhi),(?)将(Jiang)彻(Che)底(Di)颠(Dian)覆(Fu)所(Suo)有(You)与(Yu)显(Xian)示(Shi)相(Xiang)关(Guan)的(De)产(Chan)业(Ye)链(Lian),(?)如(Ru)液(Ye)晶(Jing)产(Chan)业(Ye)链(Lian)、(?)电(Dian)视(Shi)产(Chan)业(Ye)链(Lian)和(He)消(Xiao)费(Fei)电(Dian)子(Zi)显(Xian)示(Shi)产(Chan)业(Ye)链(Lian)。(?)
四(Si)、(?)先(Xian)行(Xing)指(Zhi)标(Biao)
芯(Xin)片(Pian)由(You)于(Yu)行(Xing)业(Ye)集(Ji)中(Zhong)度(Du)高(Gao),(?)周(Zhou)期(Qi)性(Xing)最(Zui)强(Qiang),(?)是(Shi)跟(Gen)踪(Zong)行(Xing)业(Ye)周(Zhou)期(Qi)变(Bian)动(Dong)的(De)较(Jiao)好(Hao)办(Ban)法(Fa)。(?)
现(Xian)有(You)基(Ji)本(Ben)规(Gui)律(Lu):(?)上(Shang)中(Zhong)游(You)联(Lian)动(Dong)调(Diao)价(Jia),(?)下(Xia)游(You)随(Sui)行(Xing)就(Jiu)市(Shi),(?)价(Jia)格(Ge)有(You)一(Yi)定(Ding)滞(Zhi)后(Hou)效(Xiao)应(Ying),(?)LED显(Xian)示(Shi)由(You)于(Yu)集(Ji)中(Zhong)度(Du)高(Gao),(?)滞(Zhi)后(Hou)时(Shi)间(Jian)较(Jiao)短(Duan);(?)而(?)照(Zhao)明(Ming)集(Ji)中(Zhong)度(Du)低(Di),(?)滞(Zhi)后(Hou)时(Shi)间(Jian)较(Jiao)长(Chang)。(?)
MINI背(Bei)光(Guang)、(?)MICRO LED商(Shang)用(Yong)后(Hou)((?)商(Shang)用(Yong)进(Jin)展(Zhan)取(Qu)决(Jue)于(Yu)技(Ji)术(Shu)发(Fa)展(Zhan)进(Jin)展(Zhan))(?),(?)行(Xing)业(Ye)将(Jiang)由(You)上(Shang)中(Zhong)游(You)联(Lian)动(Dong)转(Zhuan)变(Bian)成(Cheng)跳(Tiao)开(Kai)中(Zhong)游(You)封(Feng)装(Zhuang)环(Huan)节(Jie),(?)上(Shang)下(Xia)游(You)联(Lian)动(Dong)研(Yan)发(Fa)、(?)联(Lian)动(Dong)出(Chu)货(Huo),(?)随(Sui)着(Zhuo)产(Chan)业(Ye)链(Lian)条(Tiao)变(Bian)短(Duan),(?)价(Jia)格(Ge)滞(Zhi)后(Hou)效(Xiao)应(Ying)将(Jiang)明(Ming)显(Xian)缩(Suo)短(Duan),(?)由(You)于(Yu)需(Xu)求(Qiu)的(De)放(Fang)大(Da),(?)上(Shang)下(Xia)游(You)均(Jun)有(You)较(Jiao)长(Chang)时(Shi)间(Jian)的(De)一(Yi)段(Duan)发(Fa)展(Zhan)黄(Huang)金(Jin)期(Qi)。(?)
LED上(Shang)游(You)存(Cun)货(Huo)增(Zeng)加(Jia)先(Xian)于(Yu)行(Xing)业(Ye)下(Xia)行(Xing),(?)芯(Xin)片(Pian)存(Cun)货(Huo)周(Zhou)转(Zhuan)天(Tian)数(Shu)增(Zeng)加(Jia)是(Shi)周(Zhou)期(Qi)反(Fan)转(Zhuan)的(De)最(Zui)显(Xian)著(Zhu)指(Zhi)标(Biao),(?)辅(Fu)助(Zhu)判(Pan)断(Duan)指(Zhi)标(Biao)有(You)芯(Xin)片(Pian)的(De)存(Cun)货(Huo)/营(Ying)收(Shou)、(?)应(Ying)收(Shou)/营(Ying)收(Shou),(?)应(Ying)收(Shou)账(Zhang)款(Kuan)天(Tian)数(Shu)((?)以(Yi)上(Shang)是(Shi)反(Fan)向(Xiang)指(Zhi)标(Biao))(?)、(?)毛(Mao)利(Li)、(?)净(Jing)利(Li)((?)正(Zheng)向(Xiang)指(Zhi)标(Biao))(?)。(?)
下(Xia)游(You)((?)照(Zhao)明(Ming)和(He)显(Xian)示(Shi))(?)利(Li)润(Run)率(Lu)提(Ti)升(Sheng)先(Xian)于(Yu)行(Xing)业(Ye)上(Shang)行(Xing),(?)下(Xia)游(You)净(Jing)利(Li)率(Lu)回(Hui)升(Sheng)是(Shi)行(Xing)业(Ye)景(Jing)气(Qi)的(De)先(Xian)行(Xing)指(Zhi)标(Biao),(?)辅(Fu)助(Zhu)指(Zhi)标(Biao)有(You)下(Xia)游(You)毛(Mao)利(Li)、(?)经(Jing)营(Ying)现(Xian)金(Jin)流(Liu)((?)同(Tong)向(Xiang)指(Zhi)标(Biao))(?),(?)应(Ying)收(Shou)账(Zhang)款(Kuan)周(Zhou)转(Zhuan)天(Tian)数(Shu)((?)反(Fan)向(Xiang))(?)。(?)
上(Shang)述(Shu)先(Xian)行(Xing)指(Zhi)标(Biao)是(Shi)根(Gen)据(Ju)现(Xian)有(You)行(Xing)业(Ye)格(Ge)局(Ju)确(Que)定(Ding)的(De),(?)随(Sui)着(Zhuo)MINI背(Bei)光(Guang)、(?)MICRO LED商(Shang)用(Yong)后(Hou),(?)产(Chan)业(Ye)格(Ge)局(Ju)会(Hui)有(You)大(Da)变(Bian)动(Dong),(?)指(Zhi)标(Biao)可(Ke)能(Neng)会(Hui)调(Diao)整(Zheng)、(?)甚(Shen)至(Zhi)不(Bu)适(Shi)用(Yong)。(?)
五(Wu)、(?)重(Zhong)点(Dian)企(Qi)业(Ye)及(Ji)投(Tou)资(Zi)机(Ji)会(Hui)
三(San)安(An)光(Guang)电(Dian):(?)全(Quan)球(Qiu)LED芯(Xin)片(Pian)龙(Long)头(Tou),(?)历(Li)史(Shi)营(Ying)收(Shou)、(?)毛(Mao)利(Li)、(?)净(Jing)利(Li)远(Yuan)高(Gao)于(Yu)同(Tong)行(Xing),(?)研(Yan)发(Fa)投(Tou)入(Ru)高(Gao),(?)2019年(Nian)逆(Ni)势(Shi)扩(Kuo)张(Zhang),(?)有(You)先(Xian)进(Jin)产(Chan)能(Neng)储(Chu)备(Bei)。(?)与(Yu)三(San)星(Xing)电(Dian)子(Zi)合(He)作(Zuo),(?)预(Yu)收(Shou)1683万(Wan)美(Mei)元(Yuan),(?)三(San)年(Nian)排(Pai)他(Ta)性(Xing)约(Yue)定(Ding)供(Gong)应(Ying)三(San)星(Xing)高(Gao)端(Duan)芯(Xin)片(Pian),(?)在(Zai)MICRO LED展(Zhan)开(Kai)合(He)作(Zuo)。(?)2019年(Nian),(?)在(Zai)湖(Hu)北(Bei)签(Qian)120亿(Yi)投(Tou)资(Zi)合(He)同(Tong),(?)用(Yong)于(Yu)MINI和(He)MICRO产(Chan)业(Ye)化(Hua)。(?)
缺(Que)点(Dian):(?)市(Shi)值(Zhi)太(Tai)高(Gao),(?)没(Mei)怎(Zen)么(Me)跌(Die)下(Xia)来(Lai)。(?)
芯(Xin)片(Pian)龙(Long)二(?)华(Hua)灿(Can)光(Guang)电(Dian):(?)MINI和(He)MICRO有(You)投(Tou)资(Zi),(?)市(Shi)值(Zhi)低(Di),(?)可(Ke)能(Neng)有(You)机(Ji)会(Hui),(?)可(Ke)关(Guan)注(Zhu)毛(Mao)利(Li)、(?)净(Jing)利(Li)和(He)自(Zi)由(You)现(Xian)金(Jin)流(Liu)量(Liang)情(Qing)况(Kuang)。(?)
利(Li)亚(Ya)德(De):(?)小(Xiao)间(Jian)距(Ju)行(Xing)业(Ye)龙(Long)头(Tou),(?)市(Shi)占(Zhan)率(Lu)高(Gao)达(Da)35.8%,(?)MICRO第(Di)一(Yi)家(Jia)全(Quan)球(Qiu)量(Liang)产(Chan)企(Qi)业(Ye),(?)AR板(Ban)块(Kuai)全(Quan)球(Qiu)领(Ling)先(Xian),(?)拟(Ni)分(Fen)拆(Chai)上(Shang)市(Shi)。(?)板(Ban)块(Kuai)较(Jiao)多(Duo),(?)可(Ke)能(Neng)有(You)些(Xie)板(Ban)块(Kuai)资(Zi)产(Chan)回(Hui)报(Bao)会(Hui)低(Di)些(Xie)((?)如(Ru)夜(Ye)经(Jing)济(Ji)受(Shou)政(Zheng)府(Fu)压(Ya)缩(Suo)开(Kai)支(Zhi)影(Ying)响(Xiang))(?)要(Yao)详(Xiang)细(Xi)分(Fen)析(Xi)文(Wen)旅(Lu)项(Xiang)目(Mu),(?)并(Bing)购(Gou)形(Xing)成(Cheng)商(Shang)誉(Yu)、(?)应(Ying)收(Shou)账(Zhang)款(Kuan)和(He)自(Zi)由(You)现(Xian)金(Jin)流(Liu)等(Deng)情(Qing)况(Kuang)。(?)
洲(Zhou)明(Ming)科(Ke)技(Ji):(?)市(Shi)占(Zhan)率(Lu)22%,(?)仅(Jin)次(Ci)于(Yu)利(Li)亚(Ya)德(De)。(?)优(You)点(Dian):(?)业(Ye)务(Wu)专(Zhuan)一(Yi),(?)经(Jing)销(Xiao)为(Wei)主(Zhu),(?)渠(Qu)道(Dao)拓(Tuo)展(Zhan)快(Kuai),(?)费(Fei)用(Yong)更(Geng)低(Di),(?)但(Dan)缺(Que)乏(Fa)把(Ba)控(Kong)。(?)重(Zhong)点(Dian)关(Guan)注(Zhu):(?)自(Zi)由(You)现(Xian)金(Jin)流(Liu)量(Liang)、(?)毛(Mao)利(Li)、(?)净(Jing)利(Li)和(He)应(Ying)收(Shou)账(Zhang)款(Kuan)回(Hui)款(Kuan)。(?)
星(Xing)宇(Yu)股(Gu)份(Fen):(?)全(Quan)球(Qiu)数(Shu)一(Yi)数(Shu)二(?)的(De)汽(Qi)车(Che)车(Che)灯(Deng)生(Sheng)产(Chan)企(Qi)业(Ye),(?)公(Gong)司(Si)业(Ye)务(Wu)专(Zhuan)一(Yi),(?)汽(Qi)车(Che)车(Che)灯(Deng)领(Ling)域(Yu)是(Shi)照(Zhao)明(Ming)领(Ling)域(Yu)唯(Wei)一(Yi)能(Neng)保(Bao)持(Chi)中(Zhong)速(Su)发(Fa)展(Zhan)的(De)领(Ling)域(Yu),(?)目(Mu)前(Qian)高(Gao)端(Duan)汽(Qi)车(Che)车(Che)灯(Deng)可(Ke)渗(Shen)透(Tou)空(Kong)间(Jian)仍(Reng)较(Jiao)大(Da),(?)智(Zhi)能(Neng)车(Che)灯(Deng)也(Ye)是(Shi)未(Wei)来(Lai)发(Fa)展(Zhan)的(De)亮(Liang)点(Dian)。(?)缺(Que)点(Dian):(?)涨(Zhang)幅(Fu)太(Tai)高(Gao)、(?)估(Gu)值(Zhi)太(Tai)高(Gao)。(?)
欧(Ou)普(Pu)照(Zhao)明(Ming):(?)家(Jia)居(Ju)照(Zhao)明(Ming)龙(Long)头(Tou),(?)盈(Ying)利(Li)能(Neng)力(Li)行(Xing)业(Ye)第(Di)一(Yi)。(?)飞(Fei)利(Li)浦(Pu)、(?)欧(Ou)司(Si)朗(Lang)、(?)GE已(Yi)退(Tui)出(Chu)国(Guo)内(Nei)照(Zhao)明(Ming)市(Shi)场(Chang)。(?)智(Zhi)慧(Hui)照(Zhao)明(Ming)领(Ling)军(Jun)者(Zhe),(?)占(Zhan)比(Bi)已(Yi)超(Chao)公(Gong)司(Si)营(Ying)收(Shou)20%,(?)智(Zhi)慧(Hui)照(Zhao)明(Ming)可(Ke)能(Neng)有(You)机(Ji)会(Hui)。(?)
东(Dong)山(Shan)精(Jing)密(Mi)、(?)兆(Zhao)驰(Chi)股(Gu)份(Fen):(?)显(Xian)示(Shi)领(Ling)域(Yu)高(Gao)端(Duan)封(Feng)装(Zhuang)领(Ling)先(Xian)企(Qi)业(Ye),(?)受(Shou)行(Xing)业(Ye)格(Ge)局(Ju)变(Bian)动(Dong)相(Xiang)对(Dui)较(Jiao)小(Xiao)。(?)
六(Liu)、(?)结(Jie)论(Lun):(?)
MINI需(Xu)求(Qiu)拉(La)动(Dong)全(Quan)产(Chan)业(Ye)复(Fu)苏(Su),(?)重(Zhong)启(Qi)上(Shang)行(Xing)通(Tong)道(Dao)。(?)
重(Zhong)点(Dian)关(Guan)注(Zhu):(?)芯(Xin)片(Pian)—(?)—(?)三(San)安(An)光(Guang)电(Dian)、(?)华(Hua)灿(Can)光(Guang)电(Dian);(?)
显(Xian)示(Shi)—(?)—(?)利(Li)亚(Ya)德(De);(?)
汽(Qi)车(Che)车(Che)灯(Deng)—(?)—(?)星(Xing)宇(Yu)股(Gu)份(Fen);(?)
封(Feng)装(Zhuang)—(?)—(?)东(Dong)山(Shan)精(Jing)密(Mi)、(?)兆(Zhao)驰(Chi)股(Gu)份(Fen)。(?)
七(Qi)、(?)可(Ke)供(Gong)对(Dui)比(Bi)的(De)主(Zhu)要(Yao)上(Shang)市(Shi)公(Gong)司(Si)
芯(Xin)片(Pian):(?)乾(Qian)照(Zhao)光(Guang)电(Dian)、(?)聚(Ju)灿(Can)光(Guang)电(Dian)、(?)澳(Ao)洋(Yang)顺(Shun)昌(Chang)、(?)德(De)豪(Hao)润(Run)达(Da),(?)这(Zhe)些(Xie)公(Gong)司(Si)也(Ye)有(You)重(Zhong)金(Jin)投(Tou)MINI和(He)MICRO的(De),(?)但(Dan)想(Xiang)弯(Wan)道(Dao)超(Chao)车(Che)很(Hen)难(Nan);(?)
封(Feng)装(Zhuang):(?)木(Mu)林(Lin)森(Sen)、(?)国(Guo)星(Xing)光(Guang)电(Dian)、(?)东(Dong)山(Shan)精(Jing)密(Mi)、(?)兆(Zhao)驰(Chi)股(Gu)份(Fen)、(?)瑞(Rui)丰(Feng)光(Guang)电(Dian)、(?)雷(Lei)曼(Man)光(Guang)电(Dian)、(?)鸿(Hong)利(Li)汇(Hui)智(Zhi)、(?)聚(Ju)飞(Fei)光(Guang)电(Dian)、(?)光(Guang)莆(Pu)股(Gu)份(Fen);(?)
照(Zhao)明(Ming):(?)阳(Yang)光(Guang)照(Zhao)明(Ming)、(?)晨(Chen)丰(Feng)科(Ke)技(Ji)、(?)飞(Fei)乐(Le)音(Yin)响(Xiang)、(?)雪(Xue)莱(Lai)特(Te)、(?)德(De)邦(Bang)照(Zhao)明(Ming)、(?)三(San)雄(Xiong)极(Ji)光(Guang)、(?)太(Tai)龙(Long)照(Zhao)明(Ming)、(?)华(Hua)体(Ti)科(Ke)技(Ji)、(?)联(Lian)创(Chuang)光(Guang)电(Dian)、(?)长(Chang)方(Fang)集(Ji)团(Tuan);(?)
显(Xian)示(Shi):(?)洲(Zhou)明(Ming)科(Ke)技(Ji)、(?)艾(Ai)比(Bi)森(Sen)、(?)奥(Ao)拓(Tuo)电(Dian)子(Zi)。(?)
灯(Deng)具(Ju)亮(Liang)化(Hua)事(Shi)业(Ye)部(Bu):(?)0574-2790 6609 章(Zhang)先(Xian)生(Sheng)
防(Fang)疫(Yi)消(Xiao)毒(Du)抗(Kang)菌(Jun)国(Guo)内(Nei)事(Shi)业(Ye)部(Bu):(?)0574-8836 9828 陈(Chen)女(Nu)士(Shi)
防(Fang)疫(Yi)消(Xiao)毒(Du)抗(Kang)菌(Jun)物(Wu)资(Zi)海(Hai)外(Wai)事(Shi)业(Ye)部(Bu):(?)0574-8848 2833 陶(Tao)小(Xiao)姐(Jie)