Isesengura ryisoko rya elegitoroniki y’abaguzi

Isoko rya elegitoroniki y’abaguzi mu Buhinde rifite iterambere ryihuse, cyane cyane mu bijyanye na televiziyo n'ibikoresho byayo. Iterambere ryayo ryerekana imiterere itandukanye nibibazo. Hasi ni isesengura rikubiyemo ingano yisoko, urwego rutangwa, ingaruka za politiki, ibyo abaguzi bakunda, hamwe nigihe kizaza

I. Ingano yisoko nubushobozi bwo gukura

Biteganijwe ko isoko ry’ikoranabuhanga rya elegitoroniki ry’Ubuhinde rizagera kuri miliyari 90.13 mu 2029, hamwe n’iterambere ry’umwaka (CAGR) rya 33.44%. Mugihe isoko ryibikoresho bya TV bifite ishingiro rito, bisaba ubwengeIbikoresho bya TViri kwiyongera cyane. Kurugero, isoko ryubwenge bwa TV ryitezwe ko rizagera kuri miliyari 30.33 muri 2032, rikazamuka ku mwaka wa 6.1%. Isoko rya kure rigenzura ibicuruzwa bifite agaciro ka miliyoni 153.6 z'amadolari mu 2022, biteganijwe ko riziyongera kugera kuri miliyoni 415 z'amadolari mu 2030. Byongeye kandi, isoko rya mbere ryashyizwe ku isoko rizagera kuri miliyari 3.4 z'amadolari muri 2033, hamwe na CAGR ya 1.87%, biterwa ahanini no guhindura imibare no kumenyekanisha serivisi za OTT.

II. Gutanga Urunigi Imiterere: Kwishingikiriza cyane ku bicuruzwa bitumizwa mu mahanga, Intege nke zo mu Gihugu

Inganda za TV zo mu Buhinde zihura n’ingorabahizi: gushingira cyane ku bicuruzwa bitumizwa mu mahanga. Kurenga 80% by'ibice by'ingenzi nk'ibikoresho byerekana, imashini zitwara ibinyabiziga, hamwe n'imbaho ​​z'amashanyarazi biva mu Bushinwa, hamwe na LCD yonyine ni byo bingana na 60% by'ibicuruzwa byose bya TV. Ubushobozi bwo gukora mu gihugu kubintu nkibi mubuhinde burahari. Kurugero,ikibahonaurumuri rwinyumamuri televiziyo ziteranijwe n'Abahinde ahanini zitangwa n'abacuruzi b'Abashinwa, ndetse na sosiyete zimwe zo mu Buhinde ndetse zitumiza ibicuruzwa biva muri Guangdong, mu Bushinwa. Uku kwishingikiriza gutuma urwego rutanga ibintu rushobora guhungabana. Urugero, mu 2024, Ubuhinde bwashyizeho imirimo yo kurwanya ibicuruzwa (kuva kuri 0% kugeza kuri 75,72%) ku kibaho cy’umuzunguruko cyacapwe mu Bushinwa (PCBs), byongera mu buryo butaziguye ibiciro by’inganda ziteranirizwamo.

N'ubwo guverinoma y'Ubuhinde yatangije gahunda yo guhuza umusaruro (PLI), ibisubizo bikomeje kuba bike. Kurugero, umushinga Dixon Technologies ufatanije nu Bushinwa HKC kubaka uruganda rwa LCD module biracyategerejwe na leta. Urusobe rw’ibicuruzwa by’imbere mu Buhinde ntirurakura, hamwe n’ibikoresho byoherezwa hejuru 40% ugereranije n’Ubushinwa. Byongeye kandi, igipimo cy’inyongera cy’ibanze mu bucuruzi bwa elegitoroniki yo mu Buhinde ni 10-30% gusa, kandi ibikoresho bikomeye nkimashini zishyira SMT ziracyashingira ku bicuruzwa bitumizwa mu mahanga.

III. Abashoferi ba Politiki hamwe ningamba mpuzamahanga zo kwamamaza

Guverinoma y'Ubuhinde iteza imbere inganda zo mu gihugu binyuze mu guhindura ibiciro na gahunda ya PLI. Kurugero, ingengo yimari ya 2025 yagabanije imisoro yatumijwe mu bice bya tereviziyo ya TV igera kuri 0% mu gihe yongeraho imisoro ku byerekanwa bigizwe no kurinda inganda zo mu gihugu. Ibirango mpuzamahanga nka Samsung na LG byashubije ku buryo bugaragara: Samsung iratekereza guhindura igice cy’ibicuruzwa bya terefone na TV biva muri Vietnam ikajya mu Buhinde kugira ngo ikoreshe inkunga ya PLI no kugabanya ibiciro; LG yubatse uruganda rushya muri Andhra Pradesh kugirango ikore ibice byibicuruzwa byera nka compressor ya konderasi, nubwo iterambere mugutangiza ibikoresho bya TV bikomeje kugenda gahoro.

Nyamara, icyuho cyikoranabuhanga hamwe n’ibikorwa remezo bidahagije bibangamira politiki neza. Ubushinwa bumaze gukora ibicuruzwa byinshi bya Mini-LED na OLED, mu gihe inganda zo mu Buhinde zirwana no kubaka ubwiherero. Byongeye kandi, ibikoresho byo mu Buhinde bidakora neza byongera igihe cyo gutwara ibintu bikubye inshuro eshatu ibyo mu Bushinwa, bikangiza inyungu z’ibiciro.

IV. Ibyifuzo byabaguzi no gutandukanya isoko

Abaguzi b'Abahinde bagaragaza ibyifuzo bibiri:

Ubwiganze bw'igice cy'ubukungu: Icyiciro cya 2, Imijyi ya 3, n'icyaro bahitamo televiziyo zihenze ziteranijwe, zishingiyeCKD(Byakuweho Byuzuye) ibikoresho byo kugabanya ibiciro. Kurugero, ibirango byabahinde byaho biteranya TV ukoresheje ibikoresho byabashinwa bitumizwa mu mahanga, igiciro cyibicuruzwa byabo biri munsi ya 15-25% ugereranije nibirango mpuzamahanga.

Kuzamuka kwicyiciro cya premium: Urwego rwo hagati rwimijyi rukurikirana TV 4K / 8K hamwe nibikoresho byubwenge. Imibare yo mu 2021 yerekana ko televiziyo ya santimetero 55 zabonye ubwiyongere bw’igurisha ryihuse, hamwe n’abaguzi bagenda bahitamo ibyongeweho nka majwi n’amajwi ya kure. Byongeye kandi, isoko ryibikoresho byo murugo byiyongera kuri 17,6% buri mwaka, gutwara ibinyabiziga bigenzurwa nijwi hamwe nibikoresho byifashishwa.

V. Ibibazo n'ibizaza

Gutanga Urunigi Bottlenecks: Kwishingikiriza mu gihe gito ku masoko yo mu Bushinwa ntibishobora kwirindwa. Kurugero, ibigo byu Buhinde bitumiza mu mahanga LCD paneli y’Ubushinwa byiyongereyeho 15% umwaka ushize mu mwaka wa 2025, mu gihe kubaka uruganda rw’imbere mu gihugu bikomeje kuba mu rwego rwo gutegura.

Umuvuduko wo kuzamura ikoranabuhanga: Mugihe ikoranabuhanga ryerekana isi rigenda ryiyongera kuri Micro LED na 8K, inganda zo mubuhinde zirashobora kugabanuka cyane kubera ishoramari ridahagije rya R&D hamwe nububiko bwa patenti.

Politiki n'ibidukikijeintambara: Guverinoma y'Ubuhinde igomba gushyira mu gaciro kurinda inganda zo mu gihugu no gukurura ishoramari ry’amahanga. Mugihe gahunda ya PLI yakwegereye ishoramari mubigo nka Foxconn na Wistron, gushingira kubikoresho byingenzi byatumijwe mu mahanga birakomeje.

Future Outlook: Isoko ryibikoresho bya TV mubuhinde bizakurikiza inzira ebyiri ziterambere - igice cyubukungu kizakomeza gushingira kumurongo w’itangwa ry’Ubushinwa, mu gihe igice cya premium gishobora gucika buhoro buhoro binyuze mu bufatanye bwa tekinike (urugero, ubufatanye bwa Videotex na LG mu gukora TV za TVOS). Niba Ubuhinde bushobora gushimangira amasoko y’imbere mu gihugu mu myaka 5-10 (urugero, kubaka inganda zikora no guhinga impano ya semiconductor), birashobora kubona umwanya ukomeye murwego rwinganda. Bitabaye ibyo, bizakomeza kuba “inteko yo guterana” igihe kirekire.