Potsutsana ndi zomwe zikuchulukirachulukira pamsika wamagetsi ogula zinthu padziko lonse lapansi, zida zapa TV, monga ulalo wofunikira pamafakitale, zikukumana ndi zovuta zingapo monga zotchinga zamalonda, mpikisano wofanana, komanso kukwezedwa kwaukadaulo. Pakati pawo, chilengedwe chonseLCD motherboards,mizere ya backlight,ndiMa LNB (Low Noise Blocks)zimagwira ntchito ngati zida zapa TV, zokhala ndi mawonekedwe osiyanasiyana ofunikira pamsika: kukula kwa msika wamabodi aku China onse a LCD akuyembekezeka kufika 6.23 biliyoni mu 2025, kukula kwa msika wa backlight ndi pafupifupi 4.85 biliyoni yuan, ndipo msika wa LNB ukukula pamlingo wa 7.8% motsogozedwa ndi kutchuka kwa satellite TV. Deta iyi sikuti imangowonetsa kuthekera kwa msika wogawika magawo komanso zikuwonetsa kufulumira kwa kukweza mafakitale. Nkhaniyi iwunika momwe mabizinesi omwe amapanga mitundu itatu iyi ya zida zapa TV angakwaniritsire kukula kwa malonda akunja kuchokera pamiyeso inayi: kusanthula kwamisika yamsika, kukonzanso mtengo wazinthu, luso lachitsanzo, komanso kupanga kachitidwe kotsatira.
I. Kusanthula kwa Zochitika: Kugwira Malonda Atatu Owonjezera Owonjezera
Msika wapadziko lonse wapa TV wapadziko lonse lapansi ukuwonetsa kusiyanasiyana kwamapangidwe, ndipo kuyika bwino misika yowonjezereka ndiyomwe imayambitsa. Kuchokera kumadera akudera, mayiko omwe ali m'mphepete mwa "Belt ndi Road" akhala misika yomwe ikukula kwambiri. Maderawa amafunikira kwambiri zida zomvera ndi zowonera zotsika mtengo ndipo amadalira kwambiri mayendedwe aku China chifukwa chakuchepa kwazomwe amapanga. Poyerekeza ndi 5% -8% kukula kwamisika yachikhalidwe yaku Europe ndi America, kuchuluka kwa zida zapa TV ku Southeast Asia, Middle East ndi zigawo zina kumakhala ndi chiwonjezeko chapachaka cha 15% -20%. Pakati pawo, Indonesia, Saudi Arabia ndi mayiko ena awona kuwonjezeka kwa chaka ndi chaka kwa 32% mu kuchuluka kwa ma adapter mu 2024 chifukwa cha ndalama zoyendetsera zomangamanga komanso kukweza kwazinthu.
Misika yogawika pakati yoyambitsidwa ndi kubwereza kwaukadaulo ikuyeneranso kuyang'aniridwa. Ndi kutchuka kwa ma TV a 4K/8K okwera kwambiri (kulowetsedwa kwapadziko lonse lapansi kukuyembekezeka kupitilira 45% mu 2025), kufunikira kwa ma boardard apadziko lonse a LCD omwe amathandizira HDR10+ komanso kutsitsimula kwakukulu kwakula. Zogulitsazi zili ndi kuphatikizika kwapamwamba komanso luso lamphamvu lamakompyuta, ndipo mtengo wawo wagawo ukhoza kufika nthawi 2-4 kuposa ma boardboard wamba, omwe amawerengera 52% yazogulitsa mdera la Yangtze River Delta. M'munda wa ma backlight strips, ukadaulo wa Mini LED ukufulumizitsa kusintha kwa ma LED achikhalidwe, ndipo kuchuluka kwa mizere ya Mini LED backlight yowala kwambiri komanso kugwiritsa ntchito mphamvu zochepa pama TV apamwamba akuyembekezeka kupitilira 20% pakutha kwa chaka. Zogulitsa za LNB zikupita patsogolo mpaka kumatanthauzidwe apamwamba komanso kulumikizana kwa njira ziwiri, ndipo kufunikira kwa ma LNB omwe amathandizira kulandira ma siginecha a 4K m'misika yaku Europe ndi Middle East ali ndi chiwonjezeko chapachaka chopitilira 15%, kukhala njira yofunika kwambiri pamipikisano yosiyana.
Misika yoyendetsedwa ndi ndondomeko imapereka mwayi wokulirapo mwadzidzidzi. Mfundo zamalonda zaku China zogulitsira zida zam'nyumba zidapangitsa kukula kwa 6.8% pamalonda ogulitsa ma TV mu 2024, pomwe 37.2% idagulitsidwa kudzera munjira zogulitsira, ndikuyendetsa mwachindunji kufunikira kwa zida zothandizira. Gawo la ndondomekoyi likukulirakulirabe kumayiko akunja: EU "Carbon Border Adjustment Mechanism" (CBAM) ikukakamiza mabizinesi kuti akweze zinthu zobiriwira, pomwe US "CHIPS and Science Act" imapereka thandizo kwa zida zanzeru, ndikupanga mwayi wopeza mabizinesi aku China omwe ali ndi mwayi waukadaulo.
II. Kuwoloka Pazinthu: Kusintha kuchoka ku "Cost-Effectiveness" kupita ku "Value Innovation"
(I) Kusintha Kwaukadaulo Kuti Mumange Moat
Chofunikira pakuchotsa mpikisano wofanana chagona muukadaulo waukadaulo. Msika wapano umapereka mawonekedwe a "zitsanzo zokhazikika komanso zosakwanira zamitundu yotsika": m'munda wa ma boardards onse a LCD, phindu lazinthu zolowera ndi zosakwana 6%, pomwe phindu lalikulu la ma boardboard anzeru omwe amathandizira kukulitsa chithunzi cha AI ndi kukulitsa kwamitundu yambiri kumatha kufika kupitilira 30%; pamsika wa backlight, mizere yachikhalidwe ya LED imayang'anizana ndi mpikisano wamtengo wapatali, pomwe mizere ya Mini LED imakhala ndi phindu lalikulu la 28% -35% chifukwa cha zopinga zaukadaulo; m'zinthu za LNB, zitsanzo zodziwika bwino zimakhalabe ndi 60%, koma mitundu iwiri yodziwika bwino ikukula kwambiri. Mabizinesi akuyenera kuyang'ana mbali zazikulu zitatu zaukadaulo: choyamba, kukweza zida zazikulu - ma boardard a LCD onse akuyenera kufulumizitsa chitukuko cha mayankho ophatikizira tchipisi ta AI ndikuthandizira 8K decoding, mikwingwirima yakumbuyo iyenera kulimbikitsa kupita patsogolo kwaukadaulo wapang'onopang'ono wa Mini LED chip, ndipo ma LNB akuyenera kupanga ma module apamwamba olandila-S omwe amathandizira DV3; chachiwiri, kuphatikiza ntchito zanzeru - mavabodi ayenera kuwonjezera kuwongolera mawu ndi kulumikizana kwa chipangizo, mizere yowunikira iyenera kupanga kusintha kwa kutentha kwamitundu ndi ntchito zanzeru za dimming, ndipo ma LNB ayenera kuphatikiza magawo olumikizirana pa intaneti kuti akwaniritse njira ziwiri zolumikizirana; chachitatu, umisiri wobiriwira ndi otsika mpweya - mavabodi ayenera kugwiritsa ntchito tchipisi otsika mphamvu, n'kupanga kuwala ayenera kugwiritsa ntchito zinthu zachilengedwe wochezeka ma CD, ndi LNBs ayenera kukhathamiritsa dongosolo dera kuchepetsa mowa mphamvu, kuti akwaniritse chiphaso cha EU CE, US ENERGY STAR ndi mfundo zina pasadakhale.
(II) Mapangidwe a Mayankho Otengera Mawonekedwe
Kusintha kuchokera ku chinthu chimodzi kupita ku njira yotengera zochitika ndiye chinsinsi chowonjezera phindu. Pangani phukusi lokhazikika lamagulu osiyanasiyana ogwiritsa ntchito: yambitsani "mayankho athunthu othandizira makina" pa TV整机opanga, opereka kuphatikiza koyimitsa kumodzi kwa ma boardards onse a LCD + ma backlight + LNBs, okhala ndi mapulogalamu oyendetsa okha ndi ntchito zowongolera; kupanga "maphukusi okonzanso" pamsika wokonza, kuphatikiza ma boardboard a amayi ndi mizere yopepuka yamitundu yosiyanasiyana ndi zida zoyika, zophatikizidwa ndi zolemba zatsatanetsatane zowunikira zolakwika; perekani "mayankho ophatikizira machitidwe" kwa oyendetsa ma TV akunja akunja, kuphatikiza ma LNB odziwika bwino, ogawa ma sign ndi zida zowongolera. Bizinesi ya Pearl River Delta idakhazikitsa "4K TV upgrade kit" (kuphatikiza ma boardards anzeru + Mini LED backlight strips), ndipo chifukwa chogwirizana ndi ma TV amderali, idakula kotala ndi kotala ndi 95% pakutumiza kunja, kutsimikizira kuyendetsa mwamphamvu kwa malonda otengera zochitika.
(III) Pulojekiti Yokweza Makhalidwe Abwino
Chitsimikizo chotsatira chakhala "chiphaso" cha malonda akunja. Pofika kumapeto kwa 2024, 87% yamitundu yayikulu yapa TV yamaliza kutsimikizira zachilengedwe, ndipo zinthu zowonjezera zikuphatikizidwa pakuwunika kogwirizana. Mabizinesi akuyenera kukhazikitsa njira yoyendetsera ntchito zonse: ma boardboard a LCD onse ayenera kudutsa ziphaso za EU RoHS 3.0 ndi US FCC kuti zitsimikizire kutsatiridwa kwa tchipisi ndi zida zamagetsi; ma backlight strips ayenera kutsatira miyezo ya EU ERP yogwiritsa ntchito mphamvu kuti achepetse mercury; Zogulitsa za LNB zimayenera kudutsa CE (EU), FCC (US), GCF (Global Certification Forum) ndi ziphaso zina kuti zitsimikizire kukhazikika kolandirira ma siginecha komanso kuyanjana kwamagetsi. Ndizofunikira kudziwa kuti EU "Waste Electrical and Electronic Equipment Directive" (WEEE 2.0) yatsopano ya EU idzakhazikitsidwa mu 2026, zomwe zikufuna kuti kuchuluka kwa zobwezeretsanso kuchuluke mpaka 85%. Mabizinesi amayenera kusintha kamangidwe kazinthu pasadakhale: ma boardboard a LCD apadziko lonse lapansi amatengera mawonekedwe ozungulira, mizere yowunikira kumbuyo imathandizira kukonza mikanda ya nyali kuti isungunuke mosavuta, ndipo ma LNB amathandizira kapangidwe ka zipolopolo kuti zibwezeretsenso.
III. Kusintha kwa Channel: Kumanga Omni-Channel Digital Marketing Network
(I) Kugwira Ntchito Mwakuya kwa Cross-Border E-Commerce
Njira yachikhalidwe yazamalonda yakunja ikufulumizitsa kusintha kwake kukhala digito. Mabizinesi akuyenera kuyang'ana kwambiri pakuyika "malo ogulitsa odziwika bwino" pamapulatifomu monga Amazon ndi eBay, ndikuchita ntchito zoyendetsedwa ndi data molingana ndi mawonekedwe amitundu itatu yazinthu: ma board a mama wapadziko lonse a LCD amawunikira magawo aumisiri monga mitundu ya chip ndi kuthekera kojambula, ndikupanga makanema oyesa ma boardboard kuti awonetse magwiridwe antchito; zolembera za backlight zimatsindika zizindikiro monga kuwala, kugwiritsira ntchito mphamvu ndi moyo wautali, ndikugwirizanitsa ma chart oyerekeza a zotsatira zenizeni za kukhazikitsa; Ma LNB amayang'ana kwambiri malo ogulitsa monga kukhudzika kwa ma siginali ndi kuyanjana, ndikupereka maupangiri osinthira ma siginecha amadera osiyanasiyana. Yambitsani Mndandanda wosiyana wamasamba osiyanasiyana: mwachitsanzo, malo aku Europe ndi America akugogomezera certification yaukadaulo ndi magwiridwe antchito apamwamba, pomwe masamba aku Southeast Asia amawonetsa kukwera mtengo komanso kukonza bwino; pangani malonda olumikizirana "otsatsa pamasamba + osapezeka patsamba la KOL", ndipo gwirizanani ndi olemba mabulogu okonza ma TV ndi ma KOL owunikira pakompyuta kuti muyese zoyeserera zenizeni kuti muwonjezere kuwonekera kwamtundu. Zambiri zikuwonetsa kuti mu 2024, kuchuluka kwa ma board a mamabodi apadziko lonse a LCD omwe amathandizira makonda aukadaulo adakwera ndi 82% pachaka, kuwonetsa kuti kutsatsa kolondola kumatha kuyendetsa bwino kufunikira kwa ogula akatswiri.
(II) Kulowa Kwake kwa Makanema Opanda intaneti
Kupanga njira zopanda intaneti m'misika yomwe ikubwera ndikofunikira kwambiri. Kum'mwera chakum'mawa kwa Asia, gwirizanani ndi mabungwe am'deralo okonza ma TV kuti akhazikitse maukonde olowa m'malo a ma LCD motherboards ndi mizere yowunikira kumbuyo; mumsika wa Middle East, khalani m'malo ogulitsa zinthu zamagetsi m'maboma abizinesi monga Dubai Mall, khazikitsani malo ochitira zinthu za LNB, ndikuwonetsa zotsatira zolandirira ma siginecha apamwamba kwambiri; mumsika waku Europe, khazikitsani mgwirizano wamaketani monga Media Markt, ndikuphatikizanso timizere tating'ono tating'ono ta Mini LED ndi ma board anzeru a LCD mu "malo awo okweza pa TV". Pamisika yayikulu, lingalirani zokhazikitsa malo osungira kunja kwa nyanja kuti asungire ma board a amayi ndi mizere yopepuka yamitundu yomwe imagwiritsidwa ntchito kwambiri kuti mufupikitse nthawi yobweretsera magawo okonza. Deta ikuwonetsa kuti liwiro la kuyankha kwa magawo okonza omwe amatumizidwa kuchokera kumalo osungira kunja ndi masiku 3-5 mwachangu kuposa makalata achindunji, ndipo kukhutira kwamakasitomala kumawonjezeka ndi 25%.
(III) Kupatsa Mphamvu kwa B2B Cross-Border E-Commerce Platforms
Mapulatifomu monga Alibaba International Station ndi Made-in-China akadali njira zofunika zopezera maoda ambiri. Mabizinesi akuyenera kukhathamiritsa magwiridwe antchito a sitolo: kupanga mitundu yambiri yaukadaulo, malipoti a certification ndi zolemba zoyika zamitundu itatu yazinthu, ma board a mama apadziko lonse a LCD amawunikira zidziwitso zoyeserera, zingwe zowunikira kumbuyo zimaphatikizira malipoti oyesa moyo, ndipo ma LNB amapereka masinthidwe osinthira magulu osiyanasiyana amtundu wa satellite; onetsani mizere yopangira ma SMT a motherboard, ma workshop amizere yopepuka ndi ma labotale othetsa zolakwika a LNB kudzera mu "live fakitale tour" kuti mulimbikitse chikhulupiriro cha ogula; nawo "Consumer electronics accessories ziwonetsero zapadera" zomwe zimachitika papulatifomu kukankhira zinthu ku TV整机opanga, osamalira osamalira ndi oyendetsa ma TV a satellite. Kwa makasitomala akuluakulu omwe ali ndi ndalama zogulira pachaka zopitilira madola miliyoni aku US, amapereka ntchito zosinthidwa makonda, monga kusintha makonda kwa ma boardard a LCD padziko lonse lapansi, kusintha kwa kutentha kwa mizere yakumbuyo, ndikusintha ma frequency band a LNBs, kukhazikitsa maubale ogwirizana anthawi yayitali komanso okhazikika.
IV. Chitsimikizo Chotsatira: Kukhazikitsa Global Risk Prevention and Control System
(I) Kuwunika Kwamphamvu kwa Ndondomeko Zamalonda
Kusatsimikizika kwanyengo yamalonda padziko lonse lapansi kwakula, ndipo mabizinesi akuyenera kukhazikitsa njira yowunikira mfundo. Yang'anani kwambiri pa mfundo zochepetsera mitengo ya mayiko omwe ali mamembala a RCEP, ndikugwiritsa ntchito lamulo la kusonkhanitsa chigawo kuti muchepetse misonkho ya zida zamagetsi monga ma boardboard a LCD onse ndi zingwe zounikira kumbuyo; tsatirani kafukufuku wotsutsa kutaya ndi kutsutsa kwa zinthu zamagetsi zaku China zochitidwa ndi ku Ulaya ndi United States, ndi kupanga zowerengera za mtengo ndi kusintha kwamitengo ya zinthu za LNB pasadakhale; tcherani khutu pakusinthidwa kwa malamulo aukadaulo m'maiko osiyanasiyana, monga mndandanda watsopano wazinthu zoopsa zoletsedwa muzinthu zamagetsi zomwe zili pansi pa EU REACH regulation ndi zofunikira zatsopano zogwiritsira ntchito mphamvu zamagetsi zopangira TV ndi US FDA. Ndibwino kuti tikhazikitse gulu lodzipereka kapena kugwirizana ndi mabungwe ogwira ntchito zamaluso kuti awonetsetse kuti mitundu itatu ya malonda ikukwaniritsa zofunikira zonse za msika womwe ukufunidwa, makamaka chilolezo chogwiritsa ntchito mawailesi okhudzana ndi malonda a LNB.
(II) Supply Chain Resilience Construction
Mikangano ya geopolitical ndi miliri yobwerezedwa mobwerezabwereza ikuwonetsa kufunikira kwa kulimba kwa chain chain. Mabizinesi atha kutengera mawonekedwe a "China + 1" kupanga, kukhazikitsa mafakitole a SMT pazibodibodi zapadziko lonse lapansi za LCD ndi mafakitale ophatikizira zowunikira kumbuyo kumayiko akumwera chakum'mawa kwa Asia monga Vietnam ndi Malaysia kuti achepetse chiwopsezo cha malo amodzi opangira; kusaina mgwirizano wanthawi yayitali ndi ogulitsa ma chip (monga MediaTek ndi MStarad) ndi opanga ma LED opangira ma LED mitengo yazinthu zazikulu zamabodi apadziko lonse a LCD ndi mizere yowunikira kumbuyo, ndikupanga njira zina zoperekera zinthu pamavuto monga kuchepa kwa tchipisi tambiri tomwe timafunikira pazinthu za LNB. kukhazikika kwa ma boardards apadziko lonse a LCD kunali kopambana kwambiri.
(III) Njira Yotetezera Katundu Wanzeru
Mikangano yazachuma yakhala imodzi mwazowopsa zamalonda akunjamabizinesi. Mabizinesi akuyenera kulimbikitsa chitetezo cha patent pazotsatira zodziyimira pawokha za R&D, ndikuwongolera masanjidwe a patent pamapangidwe ozungulira a mabotolo amtundu wa LCD, mawonekedwe oziziritsa kutentha a zingwe zounikira kumbuyo, ndi kukulitsa ma siginecha a LNB m'misika yayikulu yotumiza kunja; pewani kuphwanya ufulu wachidziwitso wa anthu ena, ndikufufuza mwatsatanetsatane njira zothetsera ukadaulo ndi mawonekedwe amitundu itatu yazinthu, makamaka ma aligorivimu omasulira omwe amakhudzidwa ndi ma boardboard apadziko lonse a LCD komanso ukadaulo wosinthira ndikusintha ma LNB; gwirizanani ndi makampani azamalamulo kuti akhazikitse njira yochenjeza za ngozi za chuma chanzeru kuti ayankhe mwachangu ngati ali ndi mlandu. Kwa mizere yowunikira kumbuyo ndi zinthu za LNB zokhala ndi mawonekedwe apadera, ma Patent opanga mafakitale amatha kulembetsedwa m'misika monga EU ndi US kuti apititse patsogolo chitetezo chalamulo chazinthu.
Nthawi yotumiza: Oct-31-2025
