Kuwunika kwa Msika wa Consumer Electronics waku India

Msika wamagetsi wamagetsi ku India ukukula mwachangu, makamaka pankhani ya makanema apa TV ndi zida zawo. Kukula kwake kumawonetsa mikhalidwe yosiyana ndi zovuta zake. Pansipa pali kuwunika komwe kukukhudza kukula kwa msika, momwe zinthu ziliri, zomwe zimakhudzidwa ndi mfundo, zomwe ogula amakonda, ndi zomwe zidzachitike m'tsogolo.

I. Kukula kwa Msika ndi Kuthekera kwa Kukula

Msika wamagetsi wamagetsi ku India ukuyembekezeka kufika $90.13 biliyoni pofika 2029, ndikukula kwapachaka (CAGR) kwa 33.44%. Ngakhale msika wazinthu zapa TV uli ndi maziko ochepa, kufunikira kwanzeruTV zowonjezeraikukula kwambiri. Mwachitsanzo, msika wa ndodo za Smart TV ukuyembekezeka kufika $30.33 biliyoni pofika 2032, ukukula ndi 6.1%. Msika wanzeru wakutali, wamtengo wapatali wa $ 153.6 miliyoni mu 2022, ukuyembekezeka kukwera mpaka $ 415 miliyoni pofika 2030. Kuphatikiza apo, msika wamabokosi apamwamba udzafika $ 3.4 biliyoni pofika 2033, ndi CAGR ya 1.87%, yoyendetsedwa makamaka ndi kusintha kwa digito komanso kutchuka kwa ntchito za OTT.

II. Mkhalidwe wa Supply Chain: Kudalira Kwambiri pa Zogulitsa Zakunja, Zopanga Zapakhomo Zofooka

Makampani opanga ma TV ku India akukumana ndi vuto lalikulu: kudalira kwambiri zinthu zomwe zimachokera kunja kwa zigawo zikuluzikulu. Zoposa 80% za magawo ofunikira monga zowonetsera, tchipisi ta oyendetsa, ndi ma board amagetsi amachokera ku China, ndi mapanelo a LCD okha omwe amawerengera 60% ya mtengo wonse wopanga TV. Kuthekera kopanga kwapakhomo kwa zigawo zotere ku India kuli pafupifupi kulibe. Mwachitsanzo,mavabodindibacklight modulesmu ma TV ophatikizidwa ku India nthawi zambiri amaperekedwa ndi ogulitsa aku China, ndipo makampani ena aku India amatumizanso nkhungu za zipolopolo kuchokera ku Guangdong, China. Kudalira uku kumapangitsa kuti chain chain ikhale pachiwopsezo chosokonekera. Mu 2024, mwachitsanzo, India idakhazikitsa ntchito zoletsa kutaya (kuyambira 0% mpaka 75.72%) pama board osindikizira aku China (PCBs), ndikuwonjezera mtengo wamakampani amderali.

Ngakhale boma la India lidakhazikitsa dongosolo la Production-Linked Incentive (PLI), zotsatira zake zimakhalabe zochepa. Mwachitsanzo, mgwirizano wa Dixon Technologies ndi HKC waku China womanga fakitale ya module ya LCD ikuyembekezerabe kuvomerezedwa ndi boma. Zachilengedwe zaku India zapakhomo ndizosakhwima, zogulira zimawononga 40% kuposa ku China. Kuphatikiza apo, chiwongola dzanja chowonjezera pamakampani opanga zamagetsi aku India ndi 10-30% yokha, ndipo zida zofunikira monga makina oyika a SMT zimadalirabe kuchokera kunja.

III. Madalaivala a Policy ndi International Brand Strategies

Boma la India likulimbikitsa zopanga zapakhomo kudzera pakusintha kwamitengo ndi dongosolo la PLI. Mwachitsanzo, bajeti ya 2025 idachepetsa ndalama zogulira zinthu pagulu la TV kufika pa 0% kwinaku akukweza mitengo yaziwonetsero zapagulu kuti ziteteze mafakitale apanyumba. Mitundu yapadziko lonse lapansi ngati Samsung ndi LG yayankha mwachangu: Samsung ikuganiza zosintha gawo la foni yake yam'manja ndi makanema apa TV kuchokera ku Vietnam kupita ku India kuti ithandizire kuthandizidwa ndi PLI ndikuchepetsa mtengo; LG yamanga fakitale yatsopano ku Andhra Pradesh kuti ipange zinthu zoyera ngati ma air conditioner compressor, ngakhale kupita patsogolo kwa zida za TV zakumaloko sikuchedwa.

Komabe, mipata yaukadaulo komanso kusakwanira kwazinthu zothandizira kumalepheretsa mfundo zogwira mtima. China yapanga kale mapanelo a Mini-LED ndi OLED, pomwe mabizinesi aku India akuvutika ngakhale kumanga zipinda zoyera. Kuphatikiza apo, kusagwira bwino ntchito kwa India kumakulitsa nthawi yamayendedwe kuwirikiza katatu kuposa ya China, zomwe zikuwonongetsanso phindu la ndalama.

IV. Zokonda za Ogula ndi Gawo la Msika

Ogula aku India akuwonetsa machitidwe osiyanasiyana ofunikira:

Kulamulira gawo lazachuma: Tier-2, Tier-3 mizinda, ndi madera akumidzi amakonda ma TV otsika mtengo, kudaliraCKD(Kwagwetsedweratu) zida zochepetsera ndalama. Mwachitsanzo, mitundu yaku India yaku India imasonkhanitsa ma TV pogwiritsa ntchito zida zaku China zomwe zatumizidwa kunja, mitengo yawo ndi 15-25% yotsika kuposa mitundu yapadziko lonse lapansi.

Kukwera kwa gawo lofunika kwambiri: Anthu am'matauni apakati akutsata ma TV a 4K/8K ndi zida zanzeru. Zambiri kuchokera ku 2021 zikuwonetsa kuti ma TV a 55-inchi adawona kukula kwachangu kwambiri, pomwe ogula amasankha kuwonjezera zowonjezera ngati ma audiobar ndi zolumikizira zanzeru. Kuphatikiza apo, msika wa zida zapanyumba zanzeru ukukulira pa 17.6% pachaka, ndikuyendetsa kufunikira kwa zolumikizira zoyendetsedwa ndi mawu ndi zida zotsatsira.

V. Mavuto ndi Zochitika Zamtsogolo

Supply Chain Bottlenecks: Kudalira kwakanthawi kochepa pamayendedwe aku China sikungapeweke. Mwachitsanzo, mabizinesi aku India omwe amatumiza kunja kwa mapanelo a LCD aku China adakwera ndi 15% pachaka mu 2025, pomwe ntchito yomanga fakitale yakunyumba idakali pakukonzekera.

Kukakamiza Kukweza Kwaukadaulo: Pamene ukadaulo wowonetsera padziko lonse lapansi ukupita ku Micro LED ndi 8K, mabizinesi aku India ali pachiwopsezo chobwerera m'mbuyo chifukwa cha kusakwanira kwa ndalama za R&D ndi nkhokwe za patent.

Policy ndi Ecosystemnkhondo: Boma la India liyenera kulinganiza kuteteza mafakitale apakhomo ndi kukopa ndalama zakunja. Ngakhale dongosolo la PLI lakopa ndalama kuchokera kumakampani ngati Foxconn ndi Wistron, kudalira zida zofunika zomwe zatumizidwa kunja kukupitilira.

Chiyembekezo chamtsogolo: Msika wazinthu zapa TV ku India udzatsata njira zachitukuko zapawiri-gawo lazachuma lidzapitilira kudalira China, pomwe gawo loyamba litha kudutsa pang'onopang'ono kudzera mumgwirizano waukadaulo (mwachitsanzo, mgwirizano wa Videotex ndi LG kupanga ma TV a WebOS). Ngati dziko la India lingathe kulimbikitsa ntchito zake zapakhomo mkati mwa zaka 5-10 (mwachitsanzo, kumanga mafakitale apakati ndi kulima talente ya semiconductor), ikhoza kupeza malo ofunikira kwambiri pamakampani apadziko lonse lapansi. Apo ayi, idzakhalabe "malo ochitira misonkhano" kwa nthawi yaitali.