Kev Tshawb Fawb Txog Kev Lag Luam Khoom Siv Hluav Taws Xob Hauv Is Nrias teb

Kev lag luam khoom siv hluav taws xob hauv Is Nrias teb tab tom loj hlob sai, tshwj xeeb tshaj yog hauv kev lag luam ntawm cov TV thiab lawv cov khoom siv. Nws txoj kev loj hlob qhia txog cov yam ntxwv thiab cov teeb meem sib txawv. Hauv qab no yog kev tshuaj xyuas uas suav nrog qhov loj me ntawm kev lag luam, cov xwm txheej ntawm cov khoom xa tuaj, cov kev cuam tshuam ntawm txoj cai, cov neeg siv khoom nyiam, thiab cov qauv yav tom ntej.

I. Qhov Loj ntawm Kev Lag Luam thiab Lub Peev Xwm Loj Hlob

Kev lag luam khoom siv hluav taws xob hauv Is Nrias teb yuav nce mus txog $ 90.13 billion los ntawm xyoo 2029, nrog rau kev loj hlob txhua xyoo (CAGR) ntawm 33.44%. Thaum lub khw muag khoom siv TV muaj lub hauv paus me me, kev xav tau rau cov khoom siv ntseCov khoom siv TVtab tom loj hlob ntau heev. Piv txwv li, kev lag luam TV ntse yuav tsum ncav cuag $ 30.33 billion txog xyoo 2032, loj hlob ntawm tus nqi txhua xyoo ntawm 6.1%. Kev lag luam tswj chaw taws teeb ntse, muaj nqis ntawm $ 153.6 lab hauv xyoo 2022, yuav nce mus txog $ 415 lab txog xyoo 2030. Tsis tas li ntawd, kev lag luam set-top box yuav ncav cuag $ 3.4 billion txog xyoo 2033, nrog CAGR ntawm 1.87%, tsav los ntawm kev hloov pauv digital thiab kev nrov ntawm cov kev pabcuam OTT.

II. Xwm txheej ntawm cov khoom xa tuaj: Kev vam khom rau cov khoom xa tuaj txawv teb chaws ntau, kev tsim khoom hauv tsev tsis muaj zog

Kev lag luam TV hauv Is Nrias teb ntsib teeb meem loj heev: kev vam khom ntau rau kev xa khoom tuaj rau cov khoom tseem ceeb. Ntau tshaj 80% ntawm cov khoom tseem ceeb xws li cov vaj huam sib luag zaub, cov chips tsav tsheb, thiab cov laug cam fais fab yog los ntawm Tuam Tshoj, nrog rau cov vaj huam sib luag LCD ib leeg suav txog 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. Piv txwv li,cov motherboardthiabcov modules backlightHauv cov TVs uas sib dhos hauv Is Nrias teb feem ntau yog muab los ntawm cov neeg muag khoom hauv Suav teb, thiab qee lub tuam txhab Is Nrias teb txawm tias xa cov pwm plhaub los ntawm Guangdong, Suav teb. Qhov kev vam khom no ua rau cov saw hlau muab khoom tsis muaj zog rau kev cuam tshuam. Piv txwv li, xyoo 2024, Is Nrias teb tau tsim cov se tiv thaiv kev pov tseg (xws li ntawm 0% txog 75.72%) rau cov laug cam luam tawm hauv Suav teb (PCBs), ncaj qha ua rau cov nqi rau cov chaw sib dhos hauv zos nce ntxiv.

Txawm hais tias tsoomfwv Is Nrias teb tau tshaj tawm txoj kev txhawb nqa los ntawm kev tsim khoom (PLI) los xij, cov txiaj ntsig tseem tsawg. Piv txwv li, Dixon Technologies txoj kev koom tes nrog HKC ntawm Tuam Tshoj los tsim lub Hoobkas LCD module tseem tab tom tos kev pom zoo los ntawm tsoomfwv. Is Nrias teb txoj kev xa khoom hauv tsev tseem tsis tau loj hlob, nrog rau cov nqi logistics siab dua 40% dua li hauv Suav teb. Ntxiv mus, tus nqi ntxiv tus nqi hauv zos hauv kev tsim khoom siv hluav taws xob Is Nrias teb tsuas yog 10-30% xwb, thiab cov khoom siv tseem ceeb xws li SMT placement machines tseem vam khom kev xa khoom tuaj.

III. Cov Tsav Xwm Txoj Cai thiab Cov Tswv Yim Txog Hom Lag Luam Thoob Ntiaj Teb

Tsoomfwv Is Nrias teb tab tom txhawb kev tsim khoom hauv tsev los ntawm kev hloov kho cov nqi se thiab PLI txoj kev npaj. Piv txwv li, cov peev nyiaj xyoo 2025 tau txo cov se xa tawm ntawm cov khoom vaj huam sib luag TV mus rau 0% thaum nce cov nqi se ntawm cov zaub sib tham sib tiaj tiaj los tiv thaiv kev lag luam hauv tsev. Cov hom lag luam thoob ntiaj teb xws li Samsung thiab LG tau teb sai sai: Samsung tab tom xav txog kev hloov ib feem ntawm nws cov xov tooj ntse thiab TV tsim los ntawm Nyab Laj mus rau Is Nrias teb kom siv PLI cov nyiaj pab thiab txo cov nqi; LG tau tsim lub Hoobkas tshiab hauv Andhra Pradesh los tsim cov khoom rau cov khoom dawb xws li lub tshuab cua txias compressors, txawm hais tias kev nce qib hauv kev siv cov khoom siv TV tseem qeeb.

Txawm li cas los xij, qhov tsis sib xws ntawm thev naus laus zis thiab kev txhawb nqa tsis txaus ua rau txoj cai tsis ua haujlwm zoo. Tuam Tshoj twb tau tsim cov vaj huam sib luag Mini-LED thiab OLED ntau lawm, thaum cov tuam txhab Is Nrias teb muaj teeb meem txawm tias muaj kev tsim kho chav huv. Tsis tas li ntawd, Is Nrias teb txoj kev thauj mus los tsis zoo txuas ntxiv lub sijhawm thauj khoom mus rau peb npaug ntawm Tuam Tshoj, ua rau cov txiaj ntsig ntawm cov nqi poob qis.

IV. Kev Nyiam ntawm Cov Neeg Siv Khoom thiab Kev Faib Ua Lag Luam

Cov neeg siv khoom Is Nrias teb muaj cov qauv kev thov sib txawv:

Kev tswj hwm ntawm ntu kev lag luam: Tier-2, Tier-3 lub nroog, thiab cov cheeb tsam nyob deb nroog nyiam cov TV pheej yig sib dhos, vam khomKab mob CKD(Kho Kom Tiav) cov khoom siv los txo cov nqi. Piv txwv li, cov hom lag luam hauv Is Nrias teb hauv zos sib sau ua ke TVs siv cov khoom siv los ntawm Tuam Tshoj, thiab lawv cov khoom pheej yig dua 15-25% piv rau cov hom lag luam thoob ntiaj teb.

Kev nce qib ntawm cov khoom kim heev: Cov chav kawm nruab nrab hauv nroog tab tom nrhiav 4K/8K TVs thiab cov khoom siv ntse. Cov ntaub ntawv los ntawm xyoo 2021 qhia tau hais tias 55-nti TVs pom kev loj hlob sai tshaj plaws ntawm kev muag khoom, nrog rau cov neeg siv khoom xaiv cov khoom siv ntxiv xws li soundbars thiab cov chaw taws teeb ntse. Ntxiv mus, kev lag luam khoom siv hauv tsev ntse tab tom loj hlob ntawm 17.6% txhua xyoo, ua rau muaj kev xav tau rau cov chaw taws teeb tswj hwm los ntawm lub suab thiab cov khoom siv streaming.

V. Cov Teeb Meem thiab Cov Qauv Yav Tom Ntej

Cov Teeb Meem Ntawm Cov Khoom Siv: Kev vam khom rau Tuam Tshoj txoj kev xa khoom luv luv tseem tsis zam tau. Piv txwv li, cov tuam txhab Is Nrias teb xa khoom ntawm Suav LCD panels nce 15% txhua xyoo hauv xyoo 2025, thaum kev tsim kho lub Hoobkas vaj huam sib luag hauv tsev tseem nyob rau theem npaj.

Kev Nyuaj Siab Rau Kev Txhim Kho Thev Naus Laus Zis: Raws li kev siv tshuab thoob ntiaj teb hloov zuj zus mus rau Micro LED thiab 8K, cov tuam txhab lag luam Is Nrias teb muaj kev pheej hmoo poob qis dua vim tsis muaj peev nyiaj R&D thiab cov peev txheej patent txaus.

Txoj Cai thiab Ecosystemkev sib ntaus sib tuaTsoomfwv Is Nrias teb yuav tsum sib npaug kev tiv thaiv cov lag luam hauv tebchaws nrog rau kev nyiam cov peev txheej txawv teb chaws. Txawm hais tias txoj kev npaj PLI tau nyiam cov peev txheej los ntawm cov tuam txhab xws li Foxconn thiab Wistron, kev vam khom rau cov khoom siv tseem ceeb uas xa tuaj los tseem muaj.

Yav Tom Ntej Kev Xav: Kev lag luam khoom siv TV hauv Is Nrias teb yuav ua raws li txoj kev loj hlob ob txoj kev - qhov kev lag luam yuav txuas ntxiv mus rau ntawm Tuam Tshoj txoj kev xa khoom, thaum qhov kev lag luam zoo tshaj plaws yuav maj mam tawg los ntawm kev koom tes ua haujlwm (piv txwv li, Videotex txoj kev koom tes nrog LG los tsim WebOS TVs). Yog tias Is Nrias teb tuaj yeem txhawb nqa nws txoj kev xa khoom hauv tsev hauv 5-10 xyoo (piv txwv li, tsim cov chaw tsim khoom vaj huam sib luag thiab cob qhia cov neeg txawj ntse semiconductor), nws tuaj yeem tau txais txoj haujlwm tseem ceeb dua hauv kev lag luam thoob ntiaj teb. Txwv tsis pub, nws yuav tseem yog "lub hauv paus sib dhos" rau lub sijhawm ntev.