Ngakhale kuti mpikisano ukukulirakulira pamsika wamagetsi padziko lonse lapansi, zipangizo za pa TV, monga cholumikizira chofunikira kwambiri mu unyolo wa mafakitale, zikukumana ndi mavuto ambiri monga zopinga zamalonda, mpikisano wofanana, komanso miyezo yaukadaulo yokwezedwa. Pakati pawo, padziko lonse lapansi.Ma motherboard a LCD,mipiringidzo ya nyali yakumbuyondiMa LNB (Malo Oletsa Phokoso Lochepa)Zimagwira ntchito ngati zowonjezera zazikulu za TV, zokhala ndi mawonekedwe osiyanasiyana ofunikira pamsika: kukula kwa msika wa ma motherboard a LCD ku China kukuyembekezeka kufika pa 6.23 biliyoni yuan mu 2025, kukula kwa msika wa backlight strip ndi pafupifupi 4.85 biliyoni yuan, ndipo msika wa LNB ukukula pamlingo wa 7.8% chifukwa cha kufalikira kwa TV ya satellite. Deta iyi sikuti imangowonetsa kuthekera kwa msika wogawika komanso ikuwonetsa kufunikira kokweza mafakitale. Nkhaniyi ifufuza momwe mabizinesi opanga mitundu itatu iyi ya zowonjezera za TV angafikire kukula kwakukulu mu malonda akunja kuchokera mbali zinayi: kusanthula momwe msika ukugwirira ntchito, kukonzanso mtengo wazinthu, kupanga njira zatsopano, ndi kumanga njira zotsatirira malamulo.
I. Kusanthula Zochitika: Kuzindikira Misika Itatu Yowonjezera
Msika wa zida za pa TV padziko lonse lapansi ukuwonetsa kusiyana kwa kapangidwe kake, ndipo kuyika bwino misika yowonjezera ndiye maziko oyambira. Kuchokera kumadera, mayiko omwe ali m'mphepete mwa "Belt and Road" akhala misika yomwe ikubwera kwambiri. Madera awa ali ndi kufunikira kwakukulu kwa zida zowonera ndi zomvera zotsika mtengo ndipo amadalira kwambiri unyolo wopereka ku China chifukwa cha kuthekera kochepa kopanga zinthu zakomweko. Poyerekeza ndi kukula kwa 5%-8% kwa misika yachikhalidwe yaku Europe ndi America, kuchuluka kwa zida za pa TV zomwe zimatumizidwa ku Southeast Asia, Middle East ndi madera ena kuli ndi kukula kwapakati pa 15%-20%. Pakati pawo, Indonesia, Saudi Arabia ndi mayiko ena awona kuwonjezeka kwa 32% pachaka kwa kuchuluka kwa zida zosinthira zomwe zimatumizidwa kumayiko ena mu 2024 chifukwa cha ndalama zomwe zimagwiritsidwa ntchito pa zomangamanga komanso kukweza kugwiritsa ntchito.
Misika yogawidwa m'magulu yomwe idapangidwa chifukwa cha kusintha kwa ukadaulo iyeneranso kusamalidwa. Chifukwa cha kufalikira kwa ma TV a 4K/8K ultra-high-definition (chiwerengero cha kulowa padziko lonse lapansi chikuyembekezeka kupitirira 45% mu 2025), kufunikira kwa ma motherboard a LCD onse omwe amathandizira HDR10+ ndi mitengo yotsitsimula kwambiri kwakwera. Zogulitsazi zili ndi kuphatikiza kwakukulu komanso mphamvu zamphamvu zamakompyuta, ndipo mtengo wawo ukhoza kufika nthawi 2-4 kuposa ma motherboard wamba, zomwe zimapangitsa 52% ya malonda m'chigawo cha Yangtze River Delta. Pankhani ya ma backlight strips, ukadaulo wa Mini LED ukufulumizitsa kusintha kwa ma LED achikhalidwe, ndipo kuchuluka kwa ma Mini LED backlight strips okhala ndi kuwala kwakukulu komanso kugwiritsa ntchito mphamvu zochepa m'ma TV apamwamba akuyembekezeka kupitirira 20% pofika kumapeto kwa chaka. Zogulitsa za LNB zikukwera kukhala kulumikizana kwapamwamba komanso kwa njira ziwiri, ndipo kufunikira kwa ma LNB omwe amathandizira kulandira chizindikiro cha satellite cha 4K m'misika yaku Europe ndi Middle East kuli ndi chiwongola dzanja cha pachaka choposa 15%, kukhala njira yofunika kwambiri yopikisana.
Misika yoyendetsedwa ndi mfundo ikupereka mwayi wokulira mwadzidzidzi. Ndondomeko yogulitsa zida zapakhomo ku China idapangitsa kuti malonda ogulitsa pa TV akwere ndi 6.8% mu 2024, pomwe 37.2% idagulitsidwa kudzera munjira zogulitsira, zomwe zidapangitsa kuti pakhale kufunikira kwa zowonjezera zothandizira. Gawoli la mfundo likufalikira kunja kwa dziko: "Carbon Border Adjustment Mechanism" (CBAM) ya EU ikukakamiza mabizinesi kuti akweze zinthu zobiriwira, pomwe "CHIPS and Science Act" ya US imapereka ndalama zothandizira zida zanzeru, zomwe zimapangitsa kuti mabizinesi aku China omwe ali ndi zabwino zaukadaulo azitha kupeza mwayi wopeza zinthu.
II. Kupambana kwa Zamalonda: Kusintha kuchokera ku "Kugwiritsa Ntchito Ndalama Moyenera" kupita ku "Kupanga Zinthu Mwatsopano"
(I) Kukweza Ukadaulo Kuti Upange Ngalawa
Cholinga chachikulu chochotsera mpikisano wofanana chili mu luso lamakono. Msika wamakono ukuwonetsa makhalidwe a "mitundu yokhazikika yodzaza ndi mitundu yotsika mtengo": m'munda wa ma motherboard a LCD onse, phindu la zinthu zoyambirira ndi lochepera 6%, pomwe phindu lalikulu la ma motherboard anzeru omwe amathandizira kukulitsa chithunzi cha AI ndi kukulitsa mawonekedwe ambiri likhoza kufika pa 30%; pamsika wa backlight strip, ma LED strips achikhalidwe akukumana ndi mpikisano waukulu wamitengo, pomwe ma Mini LED strips amasunga phindu lalikulu la 28%-35% chifukwa cha zopinga zaukadaulo; muzinthu za LNB, ma standard-definition models akadali ndi 60%, koma ma high-definition models awiriawiri akukula kwambiri. Mabizinesi ayenera kuyang'ana kwambiri njira zitatu zazikulu zaukadaulo: choyamba, kukweza zigawo zazikulu - ma motherboard a LCD onse ayenera kufulumizitsa chitukuko cha mayankho ophatikiza ma chips a AI ndikuthandizira 8K decoding, ma backlight strips ayenera kulimbikitsa kupita patsogolo muukadaulo wa Mini LED chip packaging, ndipo ma LNB ayenera kupanga ma high-definition receiving modules othandizira muyezo wa DVB-S3; Chachiwiri, kuphatikiza ntchito zanzeru - ma motherboard ayenera kuwonjezera maulamuliro a mawu ndi kulumikizana kwa chipangizo, mizere yowunikira iyenera kupanga kusintha kwa kutentha kwa mitundu ndi ntchito zanzeru za kufinya, ndipo ma LNB ayenera kuphatikiza ma module olumikizirana ndi netiweki kuti akwaniritse kulumikizana kwa deta m'njira ziwiri; chachitatu, ukadaulo wobiriwira ndi wotsika wa kaboni - ma motherboard ayenera kugwiritsa ntchito ma chips amphamvu ochepa, mizere yowunikira iyenera kugwiritsa ntchito zinthu zosungiramo zinthu zosawononga chilengedwe, ndipo ma LNB ayenera kukonza kapangidwe ka ma circuit kuti achepetse kugwiritsa ntchito mphamvu, kuti akwaniritse zofunikira za satifiketi ya EU CE, US ENERGY STAR ndi miyezo ina pasadakhale.
(II) Kapangidwe ka Mayankho Ochokera ku Zochitika
Kusintha kuchokera ku chinthu chimodzi kupita ku njira yochokera ku zochitika ndi chinsinsi chowonjezera phindu. Pangani ma phukusi okonzedwa ndi magulu osiyanasiyana ogwiritsa ntchito: yambitsani "mayankho athunthu othandizira makina" a TV整机opanga, omwe amapereka njira imodzi yogulira ma motherboard a LCD + ma backlight strips + ma LNB, okhala ndi mapulogalamu apadera oyendetsera ma driver ndi ntchito zokonza zolakwika; kupanga "ma phukusi okonzanso" pamsika wokonza, kuphatikiza ma motherboard ndi ma light strips amitundu yosiyanasiyana ndi zida zoyikira, zolumikizidwa ndi mabuku ofotokozera zolakwika; kupereka "njira zolumikizira dongosolo" kwa ogwiritsa ntchito ma TV a satellite akunja, kuphatikiza ma LNB apamwamba, ma signal splitters ndi zida zokonza zolakwika. Kampani ya Pearl River Delta idayambitsa "4K TV upgrade kit" (kuphatikiza ma motherboard anzeru + ma Mini LED backlight strips), ndipo kudzera mu mgwirizano ndi makampani akumaloko a TV, adapeza kukula kwa 95% kotala pa kotala, kutsimikizira mphamvu yoyendetsera malonda yochokera ku zochitika.
(III) Pulojekiti Yokweza Machitidwe Abwino
Satifiketi yotsata malamulo yakhala "chilolezo" cha malonda akunja. Pofika kumapeto kwa chaka cha 2024, 87% ya makampani akuluakulu a pa TV amaliza satifiketi ya chilengedwe, ndipo zinthu zowonjezera zikuphatikizidwa mu utsogoleri wogwirizana. Mabizinesi akuyenera kukhazikitsa njira yowongolera khalidwe yonse: ma motherboard a LCD onse ayenera kuvomereza satifiketi ya EU RoHS 3.0 ndi US FCC kuti atsimikizire kuti ma chips ndi zida zamagetsi zikutsatira malamulo; mipiringidzo ya backlight iyenera kutsatira miyezo ya EU ERP yogwiritsira ntchito mphamvu moyenera kuti ichepetse kuchuluka kwa mercury; zinthu za LNB ziyenera kuvomereza CE (EU), FCC (US), GCF (Global Certification Forum) ndi ziphaso zina kuti zitsimikizire kukhazikika kwa ma signal receiving ndi electromagnetic compatibility. Ndikofunikira kwambiri kudziwa kuti "Waste Electrical and Electronic Equipment Directive" (WEEE 2.0) yatsopano ya EU idzagwiritsidwa ntchito mu 2026, zomwe zimafuna kuti chiwongola dzanja chobwezeretsanso zinthu chiwonjezeke kufika pa 85%. Mabizinesi akuyenera kusintha kapangidwe ka zinthu pasadakhale: ma motherboard a LCD onse amagwiritsa ntchito kapangidwe ka modular circuit, mipiringidzo ya backlight imakonza dongosolo la nyali kuti zikhale zosavuta kusokoneza, ndipo ma LNB amasinthasintha kapangidwe ka chipolopolo kuti akonzenso kubwezeretsanso.
III. Kupanga Zatsopano pa Channel: Kupanga Network Yotsatsa Pa digito ya Omni-Channel
(I) Kugwira Ntchito Mozama kwa Malonda a Pa Intaneti Odutsa Malire
Njira yachikhalidwe yogulitsira malonda akunja ikufulumizitsa kusintha kwake kukhala digito. Mabizinesi ayenera kuyang'ana kwambiri pakuyika "masitolo akuluakulu azinthu" pamapulatifomu monga Amazon ndi eBay, ndikuchita ntchito zoyendetsedwa ndi deta malinga ndi mawonekedwe a mitundu itatu yazinthu: ma motherboard a LCD onse amawonetsa magawo aukadaulo monga ma chip models ndi kuthekera kolemba ma code, ndikupanga makanema oyesera ma motherboard kuti awonetse magwiridwe antchito; mizere yowunikira kumbuyo imagogomezera zizindikiro monga kuwala, kugwiritsa ntchito mphamvu ndi moyo, ndikuyika ma chart ofananizira zotsatira zenizeni zoyika; ma LNB amayang'ana kwambiri malo ogulitsa monga kuzindikira kwa ma signal ndi kugwirizanitsa, ndikupereka malangizo osinthira ma signal a satellite m'madera osiyanasiyana. Yambitsani Mndandanda wosiyana wa malo osiyanasiyana: mwachitsanzo, malo aku Europe ndi America amagogomezera satifiketi yaukadaulo ndi magwiridwe antchito apamwamba, pomwe malo aku Southeast Asia amagogomezera kugwiritsa ntchito ndalama moyenera komanso kosavuta kukonza; kuchita malonda a "malonda mkati + kunja kwa malo a KOL", ndikugwirizana ndi olemba mabulogu okonza TV ndi ma KOL owunikira zamagetsi kuti achite mayeso enieni azinthu kuti awonjezere kutchuka kwa mtundu. Deta ikuwonetsa kuti mu 2024, kuchuluka kwa ma motherboard a LCD omwe amadutsa malire omwe amathandizira kusintha kwa ukadaulo kunakwera ndi 82% chaka ndi chaka, zomwe zikusonyeza kuti kutsatsa kolondola kumatha kukweza kufunikira kwa ogula akatswiri.
(II) Kulowa Kwapafupi kwa Ma Channel Opanda Paintaneti
Kumanga njira zolumikizirana ndi ma TV m'misika yatsopano n'kofunika kwambiri. Ku Southeast Asia, gwirizanani ndi mabungwe okonza ma TV kuti mukhazikitse netiweki yosinthira zida za ma LCD motherboard ndi ma backlight strips; ku Middle East, khalani m'masitolo ogulitsa zida zamagetsi m'magawo akuluakulu amalonda monga Dubai Mall, khazikitsani madera ochitira zinthu za LNB, ndikuwonetsa zotsatira za ma satellite signal apamwamba; ku Europe, khazikitsani mgwirizano ndi ma chain channel monga Media Markt, ndikuyika ma Mini LED backlight strips apamwamba komanso ma smart LCD motherboards m'malo awo "owonjezera ma TV". Pamisika yayikulu, ganizirani kukhazikitsa malo osungiramo zinthu kunja kuti musungire ma motherboard ndi ma light strips amitundu yomwe imagwiritsidwa ntchito nthawi zambiri kuti mufupikitse nthawi yotumizira zida zosungira. Deta ikuwonetsa kuti liwiro la maoda a zida zosungira zomwe zimatumizidwa kuchokera ku nyumba zosungiramo zinthu zakunja ndi masiku 3-5 mwachangu kuposa makalata olunjika, ndipo kukhutira kwa makasitomala kumawonjezeka ndi 25%.
(III) Kulimbikitsa Mapulatifomu a B2B Cross-Border E-Commerce
Mapulatifomu monga Alibaba International Station ndi Made-in-China akadali njira zofunika kwambiri zopezera maoda ambiri. Mabizinesi ayenera kukonza bwino ntchito zogulira nsanja: kupanga mitundu yosiyanasiyana ya ukadaulo, malipoti a satifiketi ndi mabuku okhazikitsa mitundu itatu ya zinthu, ma motherboard a LCD onse amawonetsa deta yoyesera yogwirizana, mizere ya backlight imamatira malipoti oyesa moyo, ndipo ma LNB amapereka njira zosinthira ma frequency band osiyanasiyana a satellite; kuwonetsa mizere yopanga ma motherboard SMT, ma light strip assembly workshops ndi ma laboratories okonza zolakwika za LNB kudzera mu ntchito ya "live factory tour" kuti awonjezere chidaliro cha ogula; kutenga nawo mbali mu "ziwonetsero zapadera za zida zamagetsi za ogula" zomwe nsanjayo imasunga kuti zinthu zifike pa TV.整机opanga, opereka chithandizo chokonza zinthu, ndi ogwiritsa ntchito ma TV a satellite. Kwa makasitomala akuluakulu omwe amagula zinthu zopitilira madola miliyoni aku US pachaka, perekani ntchito zomwe mwasankha, monga kusintha ma logo a ma motherboard a LCD, kusintha kutentha kwa mitundu ya ma backlight strips, ndi kusintha ma frequency band a ma LNB, kuti akhazikitse ubale wogwirizana kwa nthawi yayitali komanso wokhazikika.
IV. Chitsimikizo Chotsatira Malamulo: Kukhazikitsa Njira Yopewera ndi Kulamulira Ziwopsezo Padziko Lonse
(I) Kuyang'anira Kwachangu Ndondomeko Zamalonda
Kusatsimikizika kwa malo amalonda padziko lonse kwawonjezeka, ndipo mabizinesi akufunika kukhazikitsa njira yowunikira mfundo. Yang'anani kwambiri pa mfundo zochepetsera mitengo ya mayiko omwe ali mamembala a RCEP, ndikugwiritsa ntchito lamulo losonkhanitsa madera kuti muchepetse msonkho wa zida zamagetsi monga ma motherboard a LCD ndi ma backlight strips; tsatirani kafukufuku wotsutsana ndi kutaya ndi kutsutsa zinthu zamagetsi zaku China kuchokera ku Europe ndi United States, ndikupanga kuwerengera ndalama ndi kusintha kwa njira zamitengo ya zinthu za LNB pasadakhale; samalani ndi kusinthidwa kwa malamulo aukadaulo m'maiko osiyanasiyana, monga mndandanda watsopano wa zinthu zoopsa zomwe zili m'zigawo zamagetsi motsatira malamulo a EU REACH ndi zofunikira zatsopano zogwiritsira ntchito mphamvu zamagetsi pazinthu za TV ndi US FDA. Ndikofunikira kukhazikitsa gulu lodzipereka lotsatira malamulo kapena kugwirizana ndi mabungwe opereka upangiri kuti atsimikizire kuti mitundu itatu yazinthu ikukwaniritsa zofunikira zonse zomwe msika womwe mukufuna, makamaka chilolezo chogwiritsa ntchito ma wailesi chomwe chimagwiritsidwa ntchito pazinthu za LNB.
(II) Kumanga Kulimba kwa Unyolo Wopereka Zinthu
Mikangano yandale za dziko ndi miliri yobwerezabwereza ikuwonetsa kufunika kolimba mtima pa unyolo wopereka. Mabizinesi amatha kugwiritsa ntchito njira ya "China + 1″ kupanga, kukhazikitsa mafakitale a SMT patch a mamaboard a LCD onse ndi mafakitale osonkhanitsira ma backlight strips m'maiko aku Southeast Asia monga Vietnam ndi Malaysia kuti achepetse chiopsezo cha malo amodzi opangira; kusaina mapangano a mgwirizano wa nthawi yayitali ndi ogulitsa ma chip (monga MediaTek ndi MStar) ndi opanga ma LED beads (monga Sanan Optoelectronics) kuti atseke mitengo ya zinthu zofunika kwambiri za mamaboard a LCD onse ndi ma backlight strips; kukhazikitsa njira yothandizira padzidzidzi ya supply chain, ndikupanga mapulani ena ogulitsa mavuto monga kusowa kwa ma high-frequency head chips ofunikira pazinthu za LNB. Deta ikuwonetsa kuti makampani othandizira pa TV omwe ali ndi ma supply chain osiyanasiyana anali ndi chiwongola dzanja cha 28% chotumizira maoda kuposa makampani omwe ali ndi unyolo umodzi wopereka panthawi yamavuto apadziko lonse lapansi mu 2024, ndipo kukhazikika kwa kutumiza kwa mamaboard a LCD onse kunali kokwera kwambiri.
(III) Njira Yotetezera Katundu Wanzeru
Mikangano ya katundu wanzeru yakhala imodzi mwa zoopsa zazikulu pa malonda akunjamabizinesiMakampani ayenera kulimbitsa chitetezo cha patent cha zotsatira za kafukufuku ndi chitukuko, ndikuchita kapangidwe ka patent ka kapangidwe ka ma motherboard a LCD a Universal, kapangidwe ka kutentha kwa ma backlight strips, ndi circuit yokulitsa chizindikiro cha ma LNB m'misika yayikulu yotumiza kunja; kupewa kuphwanya ufulu wa anthu ena, ndikuchita kafukufuku wathunthu wa njira zamakono ndi mapangidwe amitundu itatu ya zinthu, makamaka njira yodziwira zomwe zimagwiritsidwa ntchito mu ma motherboard a LCD a Universal ndi ukadaulo wosinthira ndi kugawa ma LNB; kugwirizana ndi makampani azamalamulo akatswiri kuti akhazikitse njira yochenjeza za chiopsezo cha katundu wa umwini kuti ayankhe mwachangu ngati pakhala milandu. Pa ma backlight strips ndi zinthu za LNB zokhala ndi mapangidwe apadera, ma patent opanga mafakitale amatha kulembetsedwa m'misika monga EU ndi US kuti apititse patsogolo chitetezo chalamulo cha zinthu.
Nthawi yotumizira: Okutobala-31-2025
