Tawm tsam keeb kwm yav dhau los ntawm kev sib tw hnyav zuj zus hauv kev lag luam khoom siv hluav taws xob thoob ntiaj teb, cov khoom siv TV, ua qhov txuas tseem ceeb hauv cov saw hlau kev lag luam, tab tom ntsib ntau yam teeb meem xws li kev lag luam ntau ntxiv, kev sib tw sib xws, thiab cov qauv kev txhim kho. Ntawm lawv, thoob ntiaj tebCov motherboard LCD,cov kab teeb pom kev zoo, thiabLNBs (Cov Thaiv Suab Nrov Tsawg)ua haujlwm ua cov khoom siv TV tseem ceeb, nrog rau cov yam ntxwv ntawm kev thov ua lag luam sib txawv: qhov loj me ntawm kev ua lag luam ntawm Tuam Tshoj cov LCD motherboards thoob ntiaj teb yuav ncav cuag 6.23 billion yuan hauv xyoo 2025, qhov loj me ntawm kev ua lag luam backlight strip yog kwv yees li 4.85 billion yuan, thiab kev ua lag luam LNB tab tom loj hlob ntawm tus nqi ntawm 7.8% tsav los ntawm kev nrov ntawm satellite TV. Cov ntaub ntawv no tsis yog tsuas yog qhia txog lub peev xwm ntawm kev ua lag luam segmented tab sis kuj qhia txog qhov ceev ntawm kev txhim kho kev lag luam. Tsab xov xwm no yuav tshawb nrhiav seb cov tuam txhab tsim cov khoom siv TV peb hom no tuaj yeem ua tiav kev loj hlob hauv kev lag luam txawv teb chaws li cas los ntawm plaub qhov ntev: kev tshuaj xyuas kev ua lag luam, kev tsim kho tus nqi khoom, kev tsim kho qauv channel, thiab kev tsim kho kev ua raws cai.
I. Kev Tshawb Fawb Txog Qhov Sib Txawv: Nkag Siab Txog Peb Lub Lag Luam Tseem Ceeb Uas Muaj Kev Loj Hlob Ntau Ntxiv
Kev lag luam thoob ntiaj teb ntawm cov khoom siv TV tab tom qhia txog kev sib txawv ntawm cov qauv, thiab kev tso cov lag luam me me kom raug yog qhov tseem ceeb ntawm kev tawg. Los ntawm kev xav ntawm cheeb tsam, cov teb chaws raws li "Belt and Road" tau dhau los ua cov lag luam tshiab muaj peev xwm tshaj plaws. Cov cheeb tsam no muaj kev xav tau ntau rau cov khoom siv suab thiab duab uas pheej yig thiab muaj kev vam khom ntau rau Tuam Tshoj cov khoom xa tuaj vim muaj peev xwm tsim khoom hauv zos tsawg. Piv nrog rau 5% -8% kev loj hlob ntawm cov lag luam European thiab Asmeskas ib txwm muaj, qhov ntim khoom siv TV xa tuaj hauv Southeast Asia, Middle East thiab lwm thaj chaw muaj qhov nruab nrab txhua xyoo ntawm 15% -20%. Ntawm lawv, Indonesia, Saudi Arabia thiab lwm lub teb chaws tau pom qhov nce ntxiv txhua xyoo ntawm 32% hauv qhov ntim khoom xa tuaj ntawm cov adapters hauv xyoo 2024 vim yog kev nqis peev hauv kev tsim kho vaj tse thiab kev txhim kho kev siv.
Cov lag luam faib ua ntu uas tsim los ntawm kev siv thev naus laus zis kuj tsim nyog tau txais kev saib xyuas. Nrog rau kev nrov npe ntawm 4K / 8K ultra-high-definition TVs (tus nqi nkag mus thoob ntiaj teb yuav tshaj 45% hauv xyoo 2025), qhov kev thov rau cov motherboard LCD universal txhawb nqa HDR10 + thiab cov nqi refresh siab tau nce siab. Cov khoom no muaj kev sib koom ua ke siab dua thiab muaj peev xwm suav tau zoo dua, thiab lawv tus nqi ib chav tuaj yeem ncav cuag 2-4 npaug ntawm cov motherboards ib txwm muaj, suav txog 52% ntawm kev muag khoom hauv thaj av Yangtze River Delta. Hauv kev lag luam ntawm cov backlight strips, Mini LED thev naus laus zis tab tom ua kom nrawm hloov cov LEDs ib txwm muaj, thiab tus nqi nkag mus ntawm Mini LED backlight strips nrog lub teeb ci siab thiab kev siv hluav taws xob tsawg hauv cov TVs siab kawg yuav tshaj 20% thaum kawg ntawm lub xyoo. Cov khoom LNB tab tom hloov kho mus rau kev txhais siab thiab kev sib txuas lus ob txoj kev, thiab qhov kev thov rau LNBs txhawb nqa 4K satellite teeb liab txais tos hauv European thiab Middle Eastern kev lag luam muaj tus nqi loj hlob txhua xyoo ntawm ntau dua 15%, ua txoj hauv kev tseem ceeb rau kev sib tw sib txawv.
Cov kev lag luam uas tsav los ntawm txoj cai muaj cov cib fim loj hlob sai. Txoj cai pauv khoom siv hauv tsev ntawm Tuam Tshoj tau tsav 6.8% kev loj hlob ntawm kev muag khoom TV hauv xyoo 2024, uas 37.2% tau muag los ntawm cov channel pauv khoom, ncaj qha tsav qhov kev thov rau cov khoom siv txhawb nqa. Cov nyiaj faib ntawm txoj cai no tab tom nthuav dav mus rau txawv teb chaws: EU "Carbon Border Adjustment Mechanism" (CBAM) tab tom yuam cov tuam txhab kom hloov kho cov khoom ntsuab, thaum Asmeskas "CHIPS thiab Science Act" muab kev pab nyiaj rau cov khoom siv ntse, tsim cov cib fim nkag mus rau cov tuam txhab khoom siv hauv Suav teb nrog cov txiaj ntsig thev naus laus zis.
II. Kev Tsim Khoom Tshiab: Hloov ntawm "Kev Siv Nyiaj Tau Zoo" mus rau "Kev Tsim Kho Tshiab Uas Muaj Nqis"
(I) Kev Txhim Kho Tshuab kom Tsim Tau Lub Qhov Dej
Lub hauv paus ntawm kev tshem tawm kev sib tw homogeneous yog nyob rau hauv kev tsim kho tshiab thev naus laus zis. Kev ua lag luam tam sim no nthuav tawm cov yam ntxwv ntawm "cov qauv yooj yim thiab cov qauv siab tsis txaus": hauv thaj chaw ntawm cov motherboard LCD universal, qhov nyiaj tau los ntawm cov khoom nkag mus tsawg dua 6%, thaum qhov nyiaj tau los ntawm cov motherboard ntse txhawb nqa AI duab txhim kho thiab ntau-interface nthuav dav tuaj yeem ncav cuag ntau dua 30%; hauv kev ua lag luam backlight strip, cov strips LED ib txwm ntsib kev sib tw nqi hnyav, thaum Mini LED strips tswj hwm qhov nyiaj tau los ntawm 28% -35% vim muaj teeb meem kev siv tshuab; hauv cov khoom LNB, cov qauv txheem tseem suav txog 60%, tab sis cov qauv siab txhais ob txoj kev loj hlob ntau heev. Cov lag luam yuav tsum tsom mus rau peb qhov kev taw qhia tseem ceeb: thawj zaug, kev txhim kho cov khoom tseem ceeb - cov motherboard LCD universal yuav tsum ua kom nrawm dua kev tsim cov kev daws teeb meem uas koom ua ke AI chips thiab txhawb nqa 8K decoding, backlight strips yuav tsum txhawb kev tawg hauv Mini LED chip ntim thev naus laus zis, thiab LNBs yuav tsum tsim cov modules txais siab txhais txhawb nqa tus qauv DVB-S3; qhov thib ob, kev koom ua ke ntawm cov haujlwm ntse - cov motherboard yuav tsum ntxiv kev tswj lub suab thiab cov cuab yeej sib txuas lus, cov teeb ci yuav tsum tsim cov xim kub hloov kho thiab cov haujlwm dimming ntse, thiab LNBs yuav tsum koom ua ke cov modules sib txuas lus hauv network kom ua tiav kev sib cuam tshuam ntawm cov ntaub ntawv ob txoj kev; qhov thib peb, ntsuab thiab cov thev naus laus zis carbon tsawg - cov motherboard yuav tsum siv cov chips qis zog, cov teeb ci yuav tsum siv cov khoom ntim khoom zoo rau ib puag ncig, thiab LNBs yuav tsum ua kom zoo dua qhov tsim hluav taws xob kom txo tau kev siv hluav taws xob, kom ua tau raws li cov kev cai pov thawj ntawm EU CE, US ENERGY STAR thiab lwm yam qauv ua ntej.
(II) Kev Tsim Kho Kev Daws Teeb Meem Raws Li Qhov Xwm Txheej
Kev hloov pauv ntawm ib yam khoom mus rau ib qho kev daws teeb meem raws li qhov xwm txheej yog qhov tseem ceeb rau kev nce tus nqi ntxiv. Tsim cov pob khoom tshwj xeeb rau cov pab pawg neeg siv sib txawv: tso tawm "kev daws teeb meem txhawb nqa tshuab tiav" rau TV整机cov chaw tsim khoom, muab kev sib xyaw ua ke ntawm cov motherboard LCD universal + backlight strips + LNBs, nrog rau cov kev pab cuam tsav tsheb tshwj xeeb thiab kev pabcuam debugging; tsim "cov pob khoom txhim kho txij nkawm" rau kev ua lag luam txij nkawm, suav nrog cov motherboard thiab cov teeb pom kev zoo ntawm ntau hom qauv thiab cov cuab yeej teeb tsa, txuas nrog cov phau ntawv qhia txog kev kuaj mob qhov yuam kev; muab "kev daws teeb meem kev sib koom ua ke" rau cov neeg ua haujlwm TV satellite txawv teb chaws, kev sib koom ua ke high-definition LNBs, cov teeb liab splitters thiab cov khoom siv debugging. Ib lub tuam txhab Pearl River Delta tau tshaj tawm "4K TV upgrade kit" (suav nrog cov motherboard ntse + Mini LED backlight strips), thiab los ntawm kev koom tes nrog cov hom TV hauv zos, tau ua tiav kev loj hlob ntawm 95% hauv kev xa khoom tawm txhua peb lub hlis, ua pov thawj qhov muaj zog ntawm kev lag luam raws li qhov xwm txheej.
(III) Qhov Kev Txhim Kho Qhov System Zoo
Daim ntawv pov thawj ua raws li txoj cai tau dhau los ua "kev hla" rau kev nkag mus rau txawv teb chaws. Thaum kawg ntawm xyoo 2024, 87% ntawm cov hom TV tseem ceeb tau ua tiav daim ntawv pov thawj ib puag ncig, thiab cov khoom siv ntxiv tau suav nrog hauv kev saib xyuas sib koom ua ke. Cov lag luam yuav tsum tsim kom muaj lub kaw lus tswj xyuas zoo tag nrho: cov motherboard LCD thoob ntiaj teb yuav tsum dhau EU RoHS 3.0 thiab US FCC daim ntawv pov thawj kom ntseeg tau tias cov chips thiab cov khoom siv hluav taws xob ua raws li kev ua raws li; cov backlight strips yuav tsum ua raws li EU ERP cov qauv kev siv hluav taws xob kom txwv cov ntsiab lus mercury; cov khoom LNB yuav tsum dhau CE (EU), FCC (Tebchaws Meskas), GCF (Global Certification Forum) thiab lwm daim ntawv pov thawj kom ntseeg tau tias kev txais tos teeb liab ruaj khov thiab kev sib raug zoo electromagnetic. Nws yog qhov tsim nyog sau tseg tias EU tus tshiab "Khaws Cov Khoom Siv Hluav Taws Xob thiab Khoom Siv Hluav Taws Xob" (WEEE 2.0) yuav raug siv rau xyoo 2026, xav kom tus nqi rov ua dua tshiab ntawm cov khoom kom nce mus txog 85%. Cov lag luam yuav tsum kho cov qauv tsim khoom ua ntej: cov motherboard LCD thoob ntiaj teb txais yuav kev tsim qauv modular circuit, backlight strips optimize teeb bead arrangement rau kev yooj yim disassembly, thiab LNBs ua kom yooj yim rau cov qauv plhaub kom txhim kho kev rov ua dua tshiab.
III. Kev Tsim Kho Tshiab Hauv Channel: Tsim Kom Muaj Omni-Channel Digital Marketing Network
(I) Kev Ua Haujlwm tob ntawm Kev Lag Luam Thoob Plaws Tebchaws E-Commerce
Tus qauv kev lag luam txawv teb chaws ib txwm tab tom ua kom nws txoj kev hloov pauv mus rau digitalization sai dua. Cov lag luam yuav tsum tsom mus rau kev tsim "cov khw muag khoom lag luam" ntawm cov platform xws li Amazon thiab eBay, thiab ua cov haujlwm tsav los ntawm cov ntaub ntawv raws li cov yam ntxwv ntawm peb hom khoom: cov motherboard LCD thoob ntiaj teb qhia txog cov yam ntxwv kev siv xws li cov qauv chip thiab cov peev xwm decoding, thiab tsim cov yeeb yaj kiab kuaj motherboard los qhia kev ua tau zoo; cov backlight strips qhia txog cov cim xws li qhov kaj, kev siv hluav taws xob thiab lub neej ntev, thiab muab cov ntawv sib piv ntawm cov teebmeem kev teeb tsa tiag tiag; LNBs tsom mus rau cov ntsiab lus muag khoom xws li kev nkag siab ntawm kev txais cov teeb liab thiab kev sib raug zoo, thiab muab cov lus qhia hloov kho teeb liab satellite rau ntau thaj chaw. Tshaj tawm cov npe sib txawv rau ntau qhov chaw: piv txwv li, cov chaw European thiab Asmeskas hais txog kev lees paub kev siv tshuab thiab kev ua tau zoo, thaum cov chaw Es Xias Qab Teb qhia txog kev siv nyiaj thiab kev yooj yim txij nkawm; ua "kev tshaj tawm hauv tsev + kev lag luam KOL sab nraud", thiab koom tes nrog cov neeg sau blog txog kev txij nkawm TV thiab cov neeg tshuaj xyuas hluav taws xob KOLs los ua cov kev sim khoom tiag tiag kom nce kev nthuav dav ntawm hom. Cov ntaub ntawv qhia tau tias xyoo 2024, qhov ntim xaj hla ciam teb ntawm cov LCD motherboards thoob ntiaj teb txhawb nqa kev hloov kho cov txheej txheem kev teeb tsa tau nce 82% xyoo-rau-xyoo, qhia tias kev lag luam meej tuaj yeem tsav qhov kev thov ntawm cov neeg yuav khoom tshaj lij.
(II) Kev Nkag Mus Rau Hauv Zos Ntawm Cov Channel Offline
Kev tsim cov channel offline hauv cov lag luam tshiab yog qhov tseem ceeb heev. Hauv cov teb chaws Es Xias Qab Teb, koom tes nrog cov koom haum saib xyuas TV hauv zos los tsim kom muaj lub network muab cov khoom siv hloov pauv rau cov motherboard LCD thiab cov backlight strips; hauv kev lag luam Middle East, nyob hauv cov khw muag khoom siv hluav taws xob hauv cov cheeb tsam ua lag luam tseem ceeb xws li Dubai Mall, teeb tsa thaj chaw paub txog khoom LNB, thiab ua qauv qhia txog cov teeb liab satellite siab; hauv kev lag luam European, tsim kom muaj kev koom tes zoo nrog cov channel saw xws li Media Markt, thiab suav nrog cov mini LED backlight strips thiab smart LCD motherboards hauv lawv "thaj chaw hloov kho TV". Rau cov lag luam tseem ceeb, xav txog kev teeb tsa cov chaw khaws khoom txawv teb chaws los khaws cov motherboard thiab cov teeb pom kev zoo ntawm cov qauv siv feem ntau kom luv lub voj voog xa khoom ntawm cov khoom kho. Cov ntaub ntawv qhia tau hais tias qhov ceev teb ntawm cov xaj khoom kho xa los ntawm cov chaw khaws khoom txawv teb chaws yog 3-5 hnub sai dua li xa ntawv ncaj qha, thiab kev txaus siab ntawm cov neeg siv khoom tau nce 25%.
(III) Kev Txhawb Nqa ntawm B2B Cross-Border E-Commerce Platforms
Cov platform xws li Alibaba International Station thiab Made-in-China tseem yog cov channel tseem ceeb rau kev tau txais cov xaj ntau. Cov lag luam yuav tsum ua kom zoo dua cov haujlwm hauv khw muag khoom platform: tsim cov ntawv qhia txog kev siv tshuab ntau hom lus, cov ntawv pov thawj thiab cov phau ntawv qhia kev teeb tsa rau peb hom khoom, cov motherboard LCD thoob ntiaj teb qhia txog cov ntaub ntawv xeem sib xws, cov backlight strips txuas cov ntawv xeem lub neej, thiab LNBs muab cov phiaj xwm hloov kho rau cov zaus satellite sib txawv; qhia cov kab ntau lawm motherboard SMT, cov rooj sib tham sib dhos teeb pom kev zoo thiab LNB debugging laboratories los ntawm "kev ncig xyuas Hoobkas nyob" kom txhim kho kev ntseeg siab ntawm cov neeg yuav khoom; koom nrog "kev nthuav qhia tshwj xeeb khoom siv hluav taws xob rau cov neeg siv khoom" uas lub platform tuav los thawb cov khoom mus rau TV.整机cov chaw tsim khoom, cov chaw muab kev pabcuam txij nkawm thiab cov neeg ua haujlwm TV satellite. Rau cov neeg siv khoom loj uas muaj cov khoom yuav khoom txhua xyoo ntau dua ib lab daus las Asmeskas, muab cov kev pabcuam tshwj xeeb, xws li kev kho lub logo rau cov motherboard LCD thoob ntiaj teb, kev kho qhov kub thiab txias rau cov backlight strips, thiab kev kho qhov zaus rau LNBs, los tsim kom muaj kev sib raug zoo ntev thiab ruaj khov.
IV. Kev Lav Paub Ua Raws Cai: Tsim Kom Muaj Lub Txheej Txheem Tiv Thaiv thiab Tswj Kev Pheej Hmoo Thoob Ntiaj Teb
(I) Kev Saib Xyuas Txoj Cai Kev Lag Luam
Qhov tsis paub meej ntawm kev lag luam thoob ntiaj teb tau nce ntxiv, thiab cov tuam txhab lag luam yuav tsum tsim kom muaj txoj cai saib xyuas txoj cai. Ua tib zoo saib xyuas cov cai txo se ntawm cov teb chaws uas yog tswv cuab ntawm RCEP, thiab siv txoj cai sau nyiaj hauv cheeb tsam los txo cov se ntawm cov khoom siv hluav taws xob xws li cov motherboard LCD thoob ntiaj teb thiab cov backlight strips; taug qab kev tshawb nrhiav tiv thaiv kev pov tseg thiab kev tawm tsam rau cov khoom siv hluav taws xob Suav teb los ntawm Tebchaws Europe thiab Tebchaws Meskas, thiab ua kev suav tus nqi thiab kev hloov kho tus nqi rau cov khoom LNB ua ntej; ua tib zoo saib xyuas qhov hloov tshiab ntawm cov cai tswjfwm hauv ntau lub teb chaws, xws li daim ntawv teev npe tshiab ntawm cov tshuaj lom neeg txwv tsis pub muaj nyob rau hauv cov khoom siv hluav taws xob raws li EU REACH txoj cai thiab cov kev cai tshiab ntawm kev siv hluav taws xob zoo rau cov khoom siv TV los ntawm US FDA. Nws raug pom zoo kom tsim ib pab pawg ua raws li txoj cai lossis koom tes nrog cov koom haum kev sab laj kom ntseeg tau tias peb hom khoom ua tau raws li txhua qhov kev xav tau ntawm lub hom phiaj ua lag luam, tshwj xeeb tshaj yog daim ntawv tso cai siv zaus xov tooj cua uas koom nrog cov khoom LNB.
(II) Kev Tsim Kho Kev Ruaj Ntseg ntawm Cov Khoom Siv
Kev tsis sib haum xeeb hauv ntiaj teb thiab kev sib kis kab mob rov tshwm sim qhia txog qhov tseem ceeb ntawm kev ua kom muaj zog ntawm cov khoom xa tuaj. Cov lag luam tuaj yeem txais yuav "Tuam Tshoj + 1" cov qauv tsim khoom, teeb tsa SMT thaj chaw rau cov motherboard LCD thoob ntiaj teb thiab cov chaw tsim khoom sib dhos rau cov backlight strips hauv cov tebchaws Es Xias Qab Teb xws li Nyab Laj thiab Malaysia kom txo qhov kev pheej hmoo ntawm ib qho chaw tsim khoom; kos npe rau daim ntawv cog lus koom tes ntev nrog cov neeg muab khoom tseem ceeb (xws li MediaTek thiab MStar) thiab cov chaw tsim khoom LED teeb hlaws (xws li Sanan Optoelectronics) los xauv cov nqi ntawm cov khoom siv raw tseem ceeb rau cov motherboard LCD thoob ntiaj teb thiab cov backlight strips; tsim kom muaj lub tshuab teb thaum muaj xwm txheej ceev ntawm cov khoom xa tuaj, thiab tsim cov phiaj xwm xa khoom rau lwm cov teeb meem xws li qhov tsis txaus ntawm cov chips taub hau siab uas xav tau rau cov khoom LNB. Cov ntaub ntawv qhia tau hais tias cov lag luam khoom siv TV nrog cov saw hlau sib txawv muaj tus nqi xa khoom siab dua 28% dua li cov lag luam nrog ib qho saw hlau thaum muaj teeb meem logistics thoob ntiaj teb hauv xyoo 2024, thiab kev ruaj khov ntawm cov motherboard LCD thoob ntiaj teb tau zoo dua.
(III) Txoj Cai Tiv Thaiv Cov Khoom Txawj Ntse
Kev tsis sib haum xeeb txog kev txawj ntse tau dhau los ua ib qho ntawm cov kev pheej hmoo loj rau kev lag luam txawv teb chawscov lag luamCov lag luam yuav tsum txhawb nqa kev tiv thaiv patent ntawm cov txiaj ntsig R&D ywj pheej, thiab ua cov qauv patent rau kev tsim lub voj voog ntawm cov motherboard LCD thoob ntiaj teb, cov qauv cua sov ntawm cov backlight strips, thiab lub voj voog amplification ntawm LNBs hauv cov lag luam xa khoom loj; zam kev ua txhaum cai ntawm lwm tus neeg txoj cai, thiab ua kev tshawb nrhiav tag nrho ntawm cov kev daws teeb meem thiab cov qauv tsos ntawm peb hom khoom, tshwj xeeb tshaj yog cov algorithm decoding koom nrog hauv cov motherboard LCD thoob ntiaj teb thiab cov thev naus laus zis modulation thiab demodulation ntawm LNBs; koom tes nrog cov tuam txhab kev cai lij choj kom tsim kom muaj lub tshuab ceeb toom ntxov txog kev pheej hmoo ntawm cov cuab yeej cuab tam kom teb sai sai hauv cov xwm txheej ntawm kev foob. Rau cov backlight strips thiab LNB cov khoom nrog cov qauv tsos tshwj xeeb, cov ntawv pov thawj tsim khoom lag luam tuaj yeem sau npe hauv cov lag luam xws li EU thiab Asmeskas los txhim kho kev tiv thaiv kev cai lij choj ntawm cov khoom.
Lub sijhawm tshaj tawm: Lub Kaum Hli-31-2025
