Is Nrias teb cov neeg siv khoom siv hluav taws xob ua lag luam tab tom muaj kev loj hlob sai, tshwj xeeb hauv kev ua haujlwm ntawm TV thiab lawv cov khoom siv. Nws txoj kev loj hlob nthuav tawm cov yam ntxwv sib txawv thiab cov teeb meem. Hauv qab no yog ib qho kev soj ntsuam uas suav nrog kev lag luam loj, cov khoom lag luam raws li txoj cai, cov kev cuam tshuam ntawm txoj cai, cov neeg siv khoom nyiam, thiab cov qauv yav tom ntej
I. Kev Lag Luam Loj thiab Kev Loj Hlob
Is Nrias teb cov neeg siv khoom siv hluav taws xob ua lag luam tau kwv yees kom ncav cuag $ 90.13 nphom los ntawm 2029, nrog rau kev loj hlob txhua xyoo (CAGR) ntawm 33.44%. Thaum lub TV accessories ua lag luam muaj lub hauv paus me me, thov kom ntseTV accessoriesyog loj zuj zus. Piv txwv li, lub khw muag khoom ntse TV yuav tsum ncav cuag $ 30.33 nphom los ntawm 2032, loj hlob ntawm tus nqi txhua xyoo ntawm 6.1%. Kev lag luam ntse tswj chaw taws teeb, muaj nuj nqis ntawm $ 153.6 lab hauv 2022, tau kwv yees tias yuav nce mus rau $ 415 lab los ntawm 2030. Tsis tas li ntawd, kev lag luam teeb tsa sab saum toj yuav ncav cuag $ 3.4 nphom los ntawm 2033, nrog CAGR ntawm 1.87%, uas tau tsav los ntawm kev hloov pauv digital thiab nrov ntawm OTT cov kev pabcuam.
II. Supply Chain Status: Heavy Reliance ntawm Ntshuam, Tsis muaj zog hauv tsev Manufacturing
Is Nrias teb txoj kev lag luam TV ntsib qhov teeb meem tseem ceeb: kev vam khom hnyav rau kev xa khoom rau cov khoom tseem ceeb. Tshaj li 80% ntawm cov khoom tseem ceeb xws li cov khoom vaj huam sib luag, cov ntawv tsav tsheb, thiab lub hwj chim boards yog los ntawm Tuam Tshoj, nrog LCD panels ib leeg accounting rau 60% ntawm tag nrho cov nqi tsim khoom TV. Lub peev xwm tsim khoom hauv tsev rau cov khoom zoo li no hauv Is Nrias teb yuav luag tsis muaj nyob. Piv txwv li,motherboardsthiabbacklight modulesnyob rau hauv Indian-assembled TVs feem ntau yog muab los ntawm Tuam Tshoj cov neeg muag khoom, thiab qee lub tuam txhab Indian txawm tuaj yeem tuaj pwm pwm los ntawm Guangdong, Tuam Tshoj. Qhov kev cia siab no ua rau cov khoom xa khoom muaj kev cuam tshuam rau kev cuam tshuam. Nyob rau hauv 2024, piv txwv li, Is Nrias teb tau yuam cov dej num tiv thaiv (xws li ntawm 0% mus rau 75.72%) ntawm Suav luam tawm Circuit Boards (PCBs), ncaj qha nce nqi rau cov chaw sib dhos hauv zos.
Txawm hais tias tsoomfwv Indian tau tshaj tawm cov phiaj xwm Production-Linked Incentive (PLI), cov txiaj ntsig tseem txwv. Piv txwv li, Dixon Technologies 'kev koom tes nrog Tuam Tshoj HKC los tsim lub LCD module Hoobkas tseem tab tom tos kev pom zoo los ntawm tsoomfwv. Is Nrias teb cov khoom lag luam hauv tsev ecosystem tsis paub qab hau, nrog cov nqi thauj khoom 40% siab dua hauv Suav teb. Ntxiv mus, tus nqi sib ntxiv hauv zos hauv Is Nrias teb cov khoom siv hluav taws xob tsuas yog 10-30%, thiab cov cuab yeej tseem ceeb xws li SMT qhov chaw tso tshuab tseem cia siab rau kev xa khoom.
III. Txoj cai tsav tsheb thiab International Brand Strategies
Tsoomfwv Indian tab tom txhawb nqa kev tsim khoom hauv tsev los ntawm kev hloov pauv nqi thiab PLI cov phiaj xwm. Piv txwv li, 2025 pob peev nyiaj txo qis cov dej num ntawm cov khoom vaj huam sib luag hauv TV rau 0% thaum nce tariffs ntawm kev sib tham sib vaj huam sib luag vaj huam sib luag los tiv thaiv kev lag luam hauv tsev. Cov khoom lag luam thoob ntiaj teb zoo li Samsung thiab LG tau teb cov lus pom zoo: Samsung tab tom txiav txim siab hloov ib feem ntawm nws cov xov tooj smartphone thiab TV ntau lawm los ntawm Nyab Laj mus rau Is Nrias teb los txhawb PLI cov nyiaj pab thiab txo cov nqi; LG tau tsim lub Hoobkas tshiab hauv Andhra Pradesh los tsim cov khoom siv rau cov khoom dawb xws li cua txias compressors, txawm hais tias kev nce qib hauv thaj chaw hauv TV accessories tseem qeeb.
Txawm li cas los xij, kev sib txawv ntawm kev siv tshuab thiab kev txhawb nqa tsis zoo cuam tshuam rau txoj cai kev ua tau zoo. Tuam Tshoj twb tau tsim ntau qhov Mini-LED thiab OLED vaj huam sib luag, thaum cov tuam txhab Indian tawm tsam txawm tias kev tsim kho chav huv. Tsis tas li ntawd, Is Nrias teb txoj kev thauj mus los tsis muaj txiaj ntsig txuas ntxiv lub sijhawm thauj mus los rau peb npaug ntawm Tuam Tshoj, ntxiv rau qhov txiaj ntsig zoo dua.
IV. Consumer Preferences thiab Market Segmentation
Cov neeg siv khoom Indian nthuav tawm cov qauv kev xav tau dichotomous:
Dominance ntawm kev lag luam ntu: Tier-2, Tier-3 lub nroog, thiab cov chaw nyob deb nroog nyiam cov TVs uas muaj nqi qis, tso siab rauCKD(Ua tiav Knocked Down) cov khoom siv los txo cov nqi. Piv txwv li, cov khw Indian hauv zos sib sau ua ke TVs siv cov khoom siv hauv Suav teb, tus nqi ntawm lawv cov khoom 15-25% qis dua cov hom thoob ntiaj teb.
Sawv ntawm qhov hwm ntu: Cov chav hauv nroog nruab nrab tab tom nrhiav 4K / 8K TVs thiab cov khoom siv ntse. Cov ntaub ntawv los ntawm 2021 qhia tau hais tias 55-nti TVs pom kev muag khoom sai tshaj plaws, nrog rau cov neeg siv khoom tau xaiv ntxiv rau ntxiv xws li soundbars thiab ntse remotes. Tsis tas li ntawd, kev lag luam khoom siv hauv tsev ntse tau loj hlob ntawm 17.6% txhua xyoo, tsav kev thov rau cov chaw taws teeb tswj lub suab thiab cov khoom siv streaming.
V. Kev sib tw thiab yav tom ntej Trends
Supply Chain Bottlenecks: Kev cia siab rau lub sij hawm luv luv ntawm Tuam Tshoj cov saw hlau tseem tsis muaj kev zam. Piv txwv li, Indian kev lag luam 'ntshuam ntawm Suav LCD panels tau nce 15% xyoo-rau-xyoo hauv 2025, thaum lub tsev vaj huam sib luag hauv tsev ua haujlwm tseem nyob rau theem npaj.
Kev Ruaj Ntseg Rau Kev Txhim Kho Kev Lag Luam: Raws li kev siv tshuab thoob ntiaj teb hloov pauv mus rau Micro LED thiab 8K, Indian cov lag luam pheej hmoo poob qis dua vim tsis txaus R & D peev thiab patent reserves.
Txoj cai thiab Ecosystemsib ntaus sib tua: Tsoomfwv Indian yuav tsum sib npaug tiv thaiv kev lag luam hauv tsev nrog kev nyiam cov peev txheej txawv teb chaws. Thaum lub tswv yim PLI tau nyiam kev nqis peev los ntawm cov tuam txhab xws li Foxconn thiab Wistron, kev cia siab rau cov khoom siv tseem ceeb tuaj yeem tshwm sim.
Yav tom ntej Outlook: Is Nrias teb cov khoom siv hauv TV yuav ua raws li txoj kev txhim kho dual-txoj kev lag luam yuav txuas ntxiv nyob ntawm Tuam Tshoj txoj kev xa khoom, thaum cov nqi them nqi yuav maj mam tawg los ntawm kev sib koom tes (xws li Videotex kev koom tes nrog LG los tsim WebOS TVs). Yog tias Is Nrias teb tuaj yeem ntxiv dag zog rau nws cov khoom siv hauv tsev hauv 5-10 xyoo (xws li, tsim vaj huam sib luag cov chaw tsim khoom thiab tsim cov txuj ci semiconductor), nws tuaj yeem tau txais txoj haujlwm tseem ceeb hauv kev lag luam thoob ntiaj teb. Txwv tsis pub, nws yuav nyob twj ywm "kev sib dhos" rau lub sijhawm ntev.
Post lub sij hawm: Aug-21-2025
