I te taenga ki te hauwhā tuarua o te tau 2026,te umanga hiko me te hiko o te aokei te pāngia e te pēhanga utu kāore i kitea i mua. Kei te horapa tere te pikinga utu whānui puta noa i te umanga, nā te hiahia nui mō te mana rorohiko AI me te pikinga tere o ngā utu o ngā taonga. Kua noho te pikinga utu hei whakaaetanga puta noa i te mekameka ahumahi, mai i ngā wāhanga matua ki ngā taputapu kāinga me ngā hikohiko kaihoko, e whakahou ana i te āhua o te mākete me ngā whiringa a te kaihoko.
1. Te Pēhanga Takirua mai i ngā Rauemi Mata me ngā Maramara, Kua Pa ki ngā Utu Tino Pai i roto i ngā Tau Maha
Ko te pikinga utu o nāianei i ahu mai i te ohorere takirua o te tuku.
Mō ngā rauemi mata, kei te piki tonu ngā utu o ngā taonga nui pēnei i te parahi, te konumohe me ngā kirihou ABS. I te tīmatanga o Āperira, kua eke te utu o te parahi ki te RMB 94,452 ia tana, he pikinga 18.2% ia tau; kua piki te konumohe hiko mā te 13.5% ia tau; kua piki ake te utu kirihou ABS mā te 26.2% ia tau. Ko te parahi te 25%-30% o te utu hanga hauhautanga, e tāpiri ana i te neke atu i te RMB 300 ki ia waeine 1.5HP; kua piki ake ngā utu hauhautanga mā te 80% i tēnei tau anake.
I te taha o te maramara me ngā rauemi hiko, kua puta he pānga whakawhāiti i te kaha whakaputa mō ngā tūmau AI. Kua nekehia e ngā kaihanga rokiroki nui tae atu ki a Samsung me SK Hynix te 70%-80% o ō rātou kaha matatau ki te HBM (High Bandwidth Memory), ā, kua iti te tuku o te DRAM me te NAND flash kounga-kaihokohoko. Kua piki ake ngā utu o ngā MCU me ngā maramara rokiroki mō ngā taputapu kāinga neke atu i te 30% i roto i ngā marama e ono. I te 3 o Paenga-whāwhā, i panuitia e te Mitsubishi Gas Chemical o Hapani he pikinga utu 30% puta noa i tana raina hua laminate parahi-whakakikoruatia (CCL), ā, i muri mai ko ngā kaihanga o roto nui pērā i a Kingboard me Nan Ya. E matapaetia ana ka piki ake ngā utu toharite o te umanga PCB neke atu i te 20%.
2. Ko te Ahumahi Taputapu Kāinga te Kaiārahi i roto i ngā Whakarerekētanga Utu, Ka Piki Tere ngā Utu Hokohoko i te Paenga-whāwhā
Kua tere te horapa o te pēhanga utu ki te mākete hokohoko. Mai i te 1 o Paenga-whāwhā, i whakapiki ake ngā waitohu matua tae atu ki a Midea, Haier me TCL i ngā utu tuku: kua piki ake ngā hauhautanga mā te 5%-8% (RMB 100-150 ia waeine); kua piki ake ngā taputapu kīhini mā te 10%-20%; kua piki ake ngā taonga mā me ngā taputapu kāinga iti mā te 3%-5%; kua piki ake ētahi tauira papai mā te 30%.
Ko te whāinga o tēnei huringa whakatikatika utu ko te whakahoki mai i ngā hua o te umanga, kua pēhia nei e ngā pakanga utu roa. I te taha o te nekehanga kaupapa here o te tau 2026 mō ngā tautoko whakakapinga taputapu kāinga mai i ngā tautoko tika katoa ki ngā tīkitipati wā-iti, kua heke te ōwehenga tautoko ki te 15%, ā, ka taea ai e ngā utu te hoki mārire ki ngā paerewa o te mākete. E matapaetia ana e ngā kaitōrangapū o te umanga, i te mea ka memeha haere ngā taonga iti te utu, ka kitea e ngā kaihoko te pikinga utu nui ake i muri i te marama o Mei.
3. Ka Tere ake te Whakawhanuitanga o te Kaha o te PCB me te Semiconductor, engari kei te Tonu tonu te Kore o te Tukunga Poto
I te mea he nui te tono, kei te tere ake te whakawhānui ake i te kaha o te mekameka ahumahi.SEMICON Haina 2026 shNā te mea i pānuitia e ngā kamupene takai me ngā kamupene whakamātautau pērā i a Taiji Semiconductor me Tongfu Microelectronics ā rātou mahere ki te whakaneke rua i te kaha whakaputa i te tau 2026; neke atu i te RMB 40 piriona te haumi a ngā kaihanga PCB nui o te motu ki roto i te kaha whakaputa teitei.
Heoi, he roa te wā whakaroa mō te whakawhānui i te kaha. E 18-24 marama te roa o te hanga o ngā whare hanga hiko haurua-whakahaere, ā, ka taea e ngā wā tuku mō ngā taputapu PCB teitei te eke ki te 2 tau. E matapaetia ana e TrendForce ka mau tonu te korenga o ngā taonga puta noa i te tau 2026, ā, ka piki pea te pikinga o te utu tae noa ki te haurua tuatahi o te tau 2027. Kei te kaha haere te whakakotahitanga o te ahumahi: ka whakapakari ake ngā umanga matua i ō rātou tūranga mā roto i ngā painga tauine me te hangarau, ko ngā kaihanga iti me te rahi-waenga kei te pāngia e te pēhanga rua mai i ngā utu me ngā ota, ka tere ake te whakakorenga o te mākete.
4. Ko te Whakamana i te AI te Mea Matua mō te Aranga Hou, ka Tere ake te Huringa Hiranga
Ka kawea mai hoki e ngā raruraru ngā whai wāhitanga. I whakaū a AWE 2026 kua noho ngā taputapu kāinga e whakamahia ana e te AI hei kaupapa matua mō te umanga. Kua whakahoutia ngā taputapu kāinga atamai me ngā tauira reo nui mai i ngā "taputapu mahi" ki ngā "kaiawhina momo noho", me te pikinga o ngā utu waeine 30%-100% me te whakapainga o ngā tawhē moni mā te 5-10 ōrau. I te 31 o Poutū-te-rangi, i hainatia e TCL tētahi whakaaetanga me Sony ki te whakatū i tētahi hononga tahi mō tana pakihi whakangahau kāinga, hei whakawhānui ake i te tahora teitei me te ao i roto i te rāngai pouaka whakaata.
Wā tuku: Paenga-whāwhā-10-2026
