I. Cov ntsiab lus tseem ceeb thiab cov yam ntxwv tshwj xeeb
1. TV SKD (Semi – Knocked Down)
Nws yog hais txog kev sib dhos hom uas cov tub ntxhais TV modules (xws li motherboards, cov ntxaij vab tshaus, thiab lub hwj chim boards) tau sib sau ua ke ntawm cov qauv sib txuas. Piv txwv li, SKD cov kab ntau lawm ntawm Guangzhou Jindi Electronics tuaj yeem hloov kho rau 40 - 65 nti LCD TVs ntawm cov khoom lag luam tseem ceeb xws li Hisense thiab TCL, thiab kev hloov kho tshiab tuaj yeem ua tiav los ntawm kev hloov cov motherboard thiab hloov kho cov software. Nws cov yam ntxwv tseem ceeb muaj xws li:
Modular Tsim: Txais "motherboard + zaub screen + vaj tsev" ternary qauv, sib xws nrog ntau dua 85% ntawm hom qauv.
Kev Siv Lub Luag Haujlwm Tseem Ceeb: khaws cov khoom siv hluav taws xob qub thiab lub teeb ci rov qab, tsuas yog hloov cov tub ntxhais tswj module, uas txo cov nqi ntau dua 60% piv rau tag nrho cov tshuab hloov.
Kev hloov sai sai: Plug – thiab – ua si yog pom tau los ntawm kev sib koom ua ke ntawm kev sib txuas lus (xws li HDMI 2.1, USB – C), ua kom lub sijhawm teeb tsa luv dua li ntawm 30 feeb.
2. TV CKD (Ua tiav Knocked)
Nws yog hais txog hom uas lub TV yog disassembled tag nrho rau hauv cov khoom seem (xws li PCB liab qab boards, capacitors, resistors, thiab vaj tsev txhaj tshuaj - molded qhov chaw), thiab tag nrho - txheej txheem ntau lawm nyob rau hauv lub zos. Piv txwv li, CKD cov kab ntau lawm ntawm Foshan Zhengjie Electric npog cov txheej txheem xws li kev txhaj tshuaj molding, txau, thiab SMT qhov chaw, nrog rau cov khoom tsim tawm txhua xyoo ntawm 3 lab cov khoom seem. Nws cov yam ntxwv tseem ceeb muaj xws li:
Tag Nrho - Chain Localization: Los ntawm steel phaj stamping (rau vaj tse) mus rau PCB vuam (rau motherboards), tag nrho cov txheej txheem tau ua tiav hauv zos, nrog rau cov khoom siv hauv zos suav txog li 70%.
Nyob rau hauv - qhov tob Technical Integration: Mastery ntawm cov txheej txheem tseem ceeb xws li backlight module ntim thiab EMC (Electromagnetic Compatibility) tsim yuav tsum tau. Piv txwv li, Junhengtai's 4K siab - xim - gamut kev daws teeb meem yuav tsum tau ua ke quantum dot films thiab tsav chips.
Txoj Cai Tsis Txaus Siab: Ua raws li cov cai tswj kev lag luam yog tsim nyog. Piv txwv li, kev xa tawm mus rau EU xav tau daim ntawv pov thawj CE (LVD Low Voltage Directive + EMC Electromagnetic Compatibility Directive), thiab Asmeskas kev lag luam xav tau FCC - ID ntawv pov thawj (rau kev ua haujlwm wireless).
II. Kev sib piv ntawm Factory Access Conditions
III. Kev Lag Luam Daim Ntawv Thov Scenarios thiab Cases
1. Cov xwm txheej zoo rau SKD
Kev Ua Lag Luam Kev Lag Luam: Cov ntaub ntawv los ntawm kev lag luam e-lag luam qhia tau hais tias qhov muag txhua hli ntawm cov motherboards thoob ntiaj teb tshaj 500 units, nrog cov neeg siv cov lus pom zoo xws li "kev txhim kho yooj yim" thiab "kev txhim kho tseem ceeb".
Kev hloov kho tshiab hauv Cov Kev Lag Luam Tshiab: Cov teb chaws African siv SKD hom los hloov kho 5-xyoo-laus CRT TVs rau ntse LCD TVs, nrog cov nqi tsuas yog 1/3 ntawm cov TV tshiab.
Cov Khoom Muag Liquidation: Hom khoom kho cov khoom muag hauv TV los ntawm SKD hom. Piv txwv li, cov chaw tsim khoom tau hloov kho nws cov khoom siv rov qab rau 2019-qauv TVs mus rau 2023 qauv, nce cov nyiaj tau los ntawm 15%.
2. Cov xwm txheej zoo rau CKD
Kev zam tsis pub dhau tariff: Mexico lub USMCA (Tebchaws Meskas-Mexico-Canada Daim Ntawv Pom Zoo) yuav tsum tau tariffs ntawm TV spare qhov chaw yuav tsum ≤ 5%, thaum tariffs rau tag TVs ncav cuag 20%, ua rau Suav lag luam tsim CKD factories hauv Mexico.
Technology Export:Junhengtaixa tawm 4K TV CKD kev daws teeb meem rau Uzbekistan, suav nrog kev tsim kab tsim khoom, kev cob qhia neeg ua haujlwm, thiab kev tsim cov saw hlau, kev paub txog kev nthuav dav thoob ntiaj teb.
Kev Ua Raws Li Hauv Zos: Is Nrias teb "Phased Manufacturing Program" xav kom CKD sib dhos piv rau xyoo los ntawm lub xyoo, nce mus txog 60% los ntawm 2025, yuam cov tuam txhab tsim cov khoom lag luam thib ob hauv Is Nrias teb.
IV. Technical Trends thiab Risk Tips
1. Cov lus qhia txog kev hloov pauv
Kev nkag mus ntawm Mini LED thiab OLED: TCL's C6K QD-Mini LED TV txais 512-zone dimming, xav tau CKD cov chaw tsim khoom los ua tswv quantum dot zaj duab xis lamination tshuab; tus kheej-illuminating feature ntawm OLED panels simplifies lub backlight module tab sis imposes siab dua cov txheej txheem ntim.
Nrov nrov ntawm 8.6th-Generation Production Lines: Cov lag luam xws li BOE thiab Visionox tau nthuav dav 8.6th-tiam OLED cov kab ntau lawm, nrog rau kev ua tau zoo ntawm 106% siab dua li ntawm 6th-tiam kab, yuam CKD factories los hloov khoom siv.
Intelligent Integration: SKD motherboards yuav tsum koom ua ke AI lub suab chips (piv txwv li, kev paub lub suab nyob deb), thiab CKD yuav tsum muaj kev txhim kho ntawm ntau hom kev sib cuam tshuam (kev taw qhia + kov tswj).
2. Kev pheej hmoo thiab kev tiv thaiv
Cov Khoom Muaj Peev Xwm Txheej Txheem: HDMI Association cov nqi tso cai suav rau 3% ntawm tus nqi ntawm SKD motherboards; cov tuam txhab yuav tsum tau txo cov kev pheej hmoo los ntawm kev hla kev tso cai ntawm patents.
Supply Chain Volatility: Zaub cov nqi yog cuam tshuam los ntawm vaj huam sib luag Hoobkas tsim muaj peev xwm (piv txwv li, Samsung txo qis hauv OLED ntau lawm); CKD cov chaw tsim khoom yuav tsum tau tsim kom muaj ib qho khoom siv khoom siv dual.
Kev Hloov Txoj Cai: EU Txoj Cai Lij Choj Tshiab Roj Teeb yuav tsum muaj cov saw hlau traceability; CKD cov chaw tsim khoom yuav tsum siv lub blockchain-raws li cov ntaub ntawv taug qab qhov system.
V. Tej yam lag luam
1. SKD Tus Neeg Sawv Cev: Guangzhou Jindi Electronics
Technical Advantages: Independently tsim 4-core 1.8GHz processor motherboards, txhawb 4K 60Hz decoding thiab sib xws nrog Android 11 system.
Kev Lag Luam Kev Lag Luam: Kev muag khoom ntawm "motherboards + software", nrog cov txiaj ntsig tag nrho ntawm 40%, siab dua qhov kev lag luam nruab nrab ntawm 25%.
2. Tus Neeg Sawv Cev CKD:Sichuan Junhengtai
Innovation Breakthrough: Koom tes nrog Zhejiang University los tsim tag nrho cov khoom-lub xeev perovskite backlight technology, nrog NTSC xim gamut ntawm 97.3%, 4.3% siab dua li cov kev daws teeb meem.
Kev Lag Luam Qauv: Muab "cov cuab yeej leasing + kev tso cai thev naus laus zis" kev pabcuam rau cov neeg siv khoom African, nrog rau tus nqi pabcuam txhua xyoo ntawm USD 2 lab rau ib kab ntau lawm.
Post lub sij hawm: Sep-08-2025
