2022-2023中国激光设备行业研究报.pptx
2022-2023 19 20 21 22 04 05 06 07 08 09 10 11 11 12 14 15 16 17 18 Industry overview 2021 822 2026 1877.65 ()()();1917 1947 1950 Kastler 1958 1960 20 1960-1966 1960 1961 1968 1974 1975 IBM 1978 2010 NASA 192 2008 1954 Master 1962 GaGs 1963 1964 CO2 YAG 1965 HCL 1966 1982 1983 1990 1991 1996 DVD 2011 2013 20 21 30 2016 2017 1 2016 12 2015-2016/2015 2 2010 10 2011 6 2012 2 2013 2 2021 822 2026 1877.65 2026 1877.65 2021 822 2020 17.43%2026 1877.65 2021 57%2021 38.1%18.9%57%2016 2026 397.00 500.00 610.00 660.00 700.00 822.00 920.00 1104.00 1313.76 1569.94 18 77.65 25.94%22.00%8.20%6.06%17.43%11.92%20.00%19.00%19.50%19.60%2016 2017 2018 2019 2020 2021 2022E 2023E 2024E 2025E 2026E%2021,38.10%,18.90%,3.20%,39.80%2021 111.78 13.6%2021 26.07 3.17%3%2020 2021 13.60%3.17%2.41%1.53%1.13%1.70%0.84%0.49%0.23%I/O CO2 YAG IPG 90%2021 126.8 60%(1)2021 126.8 69.5 94.5 101.81 109.1 126.8 2014-2020 93.6 165 9.36%.2021 15%186 2020 109.1 66.12%2021 126.8 16.22%2022 150 2017 2022 150 2017 2018 2019 2020 2021 2022E YAG YAG/20KW 0.5%-1%GaAs 920nm-1.65 m 350KW 20%-40%/-8%-10%/CO2 8%-10%6G 5%-20%(2)2021 125 2020 31.58%2026 394.73 2016 2026 IPG IPG 2020 43%2021 33.5%33.33%8.33%6.41%14.46%31.71%31.58%13.60%30.00%29.00%29.50%28.00%54.00 72.00 78.00 83.00 95.00 125.00 142.00 184.60 238.13 308.38 394.73 2016 年 2017 年 2018 年 2019 年 2020 年 2021 年 2022E 2023E 2024E 2025E 2026E 市场规模（亿元）增速 34.60%24.40%16.60%4.60%3.90%3.80%12.10%28.10%27.30%18.30%2.60%5.60%2.80%15.30%IPG 2020 2021 ,63.00%,23.00%LED OLED 2021 2020 63%23%6%4.6%3.4%2021,4.60%,3.40%,6.00%PVC/PE/PET 3C 3C 54 12 11 9 4 4 3 2 2 2 2 1 1 1 8.47 12KW 1.62 2021 1269 761 324 326 419 684 1034 328 410 620 702724 889 2015-2021 1269 1147 761 2015 2020 2021 2016 2017 2018 2019 300A 等离 传统加子切割设备，2 人 工 去毛机，铣 床 3 种 第二 次 打磨，精加工 3.9m/mi n 27 分5 秒 8.47 元 12KW 万 瓦激光设 1 人 激光 备 1 种 直接成 型 5.5m/mi n 1 分30 秒 1.62 元 LED 5G Industrial enterprise 2021 2019 2018 13.30%2022 7.33%PCB 2021 40.81 111.78 24.98%68.44%2018 2022H1 110.29 95.63 119.42 163.32 69.37 6.42 9.79 6.31 17.19 2018 2019 2020 19.94 2021 2022H1()()5,200 2021 12 31 6,962 5,043 1,484 435 600 86.16 76.40 90.29 111.78 7.31 6.44 7.30 16.82 2018 12.78 2019 PCB 21.84 40.81 2020 2021 2018 2021 10.74 2015 2021 800G 800G 2021 53%25%14%2021 3 2018 2022H1 5 G 50G 5 G 52.33 54.60 61.38 101.67 62.18 2.84 7.61 5.03 5.50 5.63 2018 2019 2020 2021 2022 H1()()34.04%,53.8,53%,26.07,25%2021,14.15,14%,4.89,5%,2.76,3%70%2021 2021 25.87 3.37 1.12 2.13 76%10%3%6.25%3D 14.62 20.10 23.17 2018 2022H1 34.10 15.47 4.33 3.25 2.96 4.74 0.22 2018 2022 H1 2019()2020 2021()超快激光器,1.12,3%技术开发服 务,2.13,6%连续光纤激 光器,25.87,76%2021 其他,1.60,脉冲光纤激 5%光器,3.37,10%感谢您的观看 THANK YOU FOR YOUR WATCHING
