Isoko ry'ibikoresho by'ikoranabuhanga mu Buhinde ririmo kwiyongera cyane cyane mu bijyanye na televiziyo n'ibikoresho byazo. Iterambere ryaryo rigaragaza imiterere n'imbogamizi zitandukanye. Hasi hari isesengura rikubiyemo ingano y'isoko, uko uruhererekane rw'ibicuruzwa ruhagaze, ingaruka za politiki, ibyo abaguzi bakunda, n'ibizaza mu gihe kizaza.
I. Ingano y'isoko n'ubushobozi bwo gukura
Isoko ry’ibikoresho by’ikoranabuhanga mu Buhinde riteganijwe kugera kuri miliyari 90.13 z’amadolari mu 2029, aho igipimo cy’izamuka ry’ibiciro ku mwaka (CAGR) kizaba 33.44%. Nubwo isoko ry’ibikoresho bya televiziyo rifite ishingiro rito, icyifuzo cy’ibikoresho by’ikoranabuhanga mu buryo bw’ikoranabuhanga kiracyari gito.Ibikoresho bya televiziyoiri kwiyongera cyane. Urugero, isoko rya televiziyo zikoresha ikoranabuhanga (smart TV stick) ryitezwe kugera kuri miliyari 30.33 z'amadolari mu 2032, rikiyongera ku kigero cya 6.1 buri mwaka. Isoko rya mudasobwa zikoresha ikoranabuhanga rigezweho, rifite agaciro ka miliyoni 153.6 z'amadolari mu 2022, riteganijwe kwiyongera rikagera kuri miliyoni 415 z'amadolari mu 2030. Byongeye kandi, isoko rya set-top box rizagera kuri miliyari 3.4 z'amadolari mu 2033, hamwe na CAGR ya 1.87%, bitewe ahanini n'impinduka mu ikoranabuhanga no gukwirakwiza serivisi za OTT.
II. Imiterere y'Uruhererekane rw'Ibicuruzwa: Kwishingikiriza cyane ku bicuruzwa bitumizwa mu mahanga, Inganda zo mu gihugu zidafite imbaraga
Inganda za televiziyo mu Buhinde zihanganye n'ikibazo gikomeye: kwishingikiriza cyane ku bicuruzwa by'ingenzi bitumizwa mu mahanga. Ibice by'ingenzi birenga 80% nka za paneli zo kwerekana, utumashini dutwara, n'amabati akoresha amashanyarazi bituruka mu Bushinwa, aho LCD zonyine zitanga 60% by'ikiguzi cyose cyo gukora televiziyo. Ubushobozi bwo gukora ibikoresho nk'ibyo mu Buhinde mu buryo bw'imbere mu gihugu ntaho buhuriye. Urugero,amabati y'ababyeyinamodules z'amatara yo inyumaMu Buhinde, televiziyo zishyirwa hamwe zitangwa cyane cyane n'abacuruzi b'Abashinwa, kandi amwe mu masosiyete yo mu Buhinde ndetse atumiza ibikoresho by'imashini biva muri Guangdong, mu Bushinwa. Uku kwishingikiriza bituma uruhererekane rw'ibikoresho rushobora guhungabana. Urugero, mu 2024, Ubuhinde bwashyizeho imisoro yo kurwanya gutakaza ibicuruzwa (kuva kuri 0% kugeza kuri 75.72%) ku masosiyete y'itumanaho yacapwe mu Bushinwa (PCBs), byongera ikiguzi cy'inganda zikora ibikoresho byo mu gace.
Nubwo Guverinoma y'Ubuhinde yatangije gahunda yo gutanga umusaruro ujyanye n'ibicuruzwa (PLI), umusaruro uracyari muto. Urugero, ubufatanye bwa Dixon Technologies na HKC yo mu Bushinwa mu kubaka uruganda rwa LCD module buracyategereje kwemezwa na Leta. Urusobe rw'ibicuruzwa mu gihugu cy'Ubuhinde ntirurakura, aho ibiciro by'ibikoresho biri hejuru ya 40% ugereranyije n'ibyo mu Bushinwa. Byongeye kandi, igipimo cyo kongera agaciro k'ibyo bikoresho mu Buhinde mu nganda z'ibikoresho by'ikoranabuhanga ni 10-30% gusa, kandi ibikoresho by'ingenzi nka za SMT placement machines biracyashingiye ku bicuruzwa bitumizwa mu mahanga.
III. Ibishingirwaho mu guteza imbere politiki n'ingamba mpuzamahanga zo kumenyekanisha ikirango
Guverinoma y'Ubuhinde irimo guteza imbere inganda zo mu gihugu binyuze mu kuvugurura ibiciro na gahunda ya PLI. Urugero, ingengo y'imari yo mu 2025 yagabanyije imisoro ku bicuruzwa bya televiziyo igera kuri 0% mu gihe yongera imisoro ku bikoresho bya televiziyo bihuza abantu kugira ngo barengere inganda zo mu gihugu. Ibigo mpuzamahanga nka Samsung na LG byasubije mu buryo butunguranye: Samsung irimo gutekereza guhindura igice cy'ibikorwa byayo bya telefoni zigendanwa na televiziyo biva muri Vietnam bijya mu Buhinde kugira ngo ikoreshe inkunga ya PLI kandi igabanye ikiguzi; LG yubatse uruganda rushya muri Andhra Pradesh kugira ngo rukore ibikoresho by'ibicuruzwa byera nka compressors zikonjesha, nubwo iterambere mu gushyira ibikoresho bya televiziyo mu gace runaka rikomeje kuba rito.
Ariko, icyuho mu ikoranabuhanga n’ibikorwaremezo bidahagije bibangamira imikorere myiza ya politiki. Ubushinwa bwamaze gukora panneaux Mini-LED na OLED ku bwinshi, mu gihe ibigo by’Ubuhinde bihanganye no kubaka isuku. Byongeye kandi, imikorere idahwitse y’Ubuhinde yongerera igihe cyo gutwara ibice kugeza ku nshuro eshatu z’Ubushinwa, birushaho kwangiza inyungu z’ikiguzi.
IV. Gukunda Abaguzi no Gutandukanya Isoko
Abaguzi bo mu Buhinde bagaragaza imiterere itandukanye y’ibyifuzo:
Itsinda ry'ubukungu rinini: Imijyi yo mu cyiciro cya 2, imijyi yo mu cyiciro cya 3, n'icyaro bakunda televiziyo zihendutse, zishingiye kuCKD(Byose byashyizwe hasi) ibikoresho kugira ngo bigabanye ikiguzi. Urugero, ibigo byo mu Buhinde biteranya televiziyo hakoreshejwe ibikoresho byo mu Bushinwa bitumizwa mu mahanga, bigatuma ibicuruzwa byabo bigabanukaho 15-25% ugereranyije n'ibigo mpuzamahanga.
Izamuka ry'urwego rw'ibiciro: Abantu bo mu mijyi yo hagati barimo gushaka televiziyo za 4K/8K n'ibikoresho by'ikoranabuhanga. Amakuru yo mu 2021 agaragaza ko televiziyo za santimetero 55 zazamutse cyane mu kugurisha, aho abaguzi bahitamo kongeramo ibikoresho nk'amajwi na remote zigezweho. Byongeye kandi, isoko ry'ibikoresho by'ikoranabuhanga byo mu rugo riri kwiyongera kuri 17.6% buri mwaka, bigatuma abantu bashaka remote zigenzurwa n'amajwi n'ibikoresho byo kureba amashusho.
V. Imbogamizi n'Icyerekezo cy'ejo hazaza
Imbogamizi ku ruhererekane rw'ibicuruzwa: Kwishingikiriza ku ruhererekane rw'ibicuruzwa by'Ubushinwa mu gihe gito ntibishobora kwirindwa. Urugero, ibicuruzwa by'Abashinwa bya LCD by'Abahinde byinjijwe mu mahanga byiyongereyeho 15% ugereranyije n'umwaka mu 2025, mu gihe imirimo yo kubaka uruganda rw'ibicuruzwa byo mu gihugu ikiri mu cyiciro cyo guteganya.
Igitutu cyo kuvugurura ikoranabuhanga: Uko ikoranabuhanga ryo kwerekana amashusho ku isi rigenda ritera imbere rigana kuri Micro LED na 8K, ibigo by’Ubuhinde bishobora gusubira inyuma cyane bitewe n’ishoramari rito mu bushakashatsi no mu iterambere ndetse n’ubwishingizi bw’amapatanti.
Politiki n'urusobe rw'ibidukikijeIntambara: Guverinoma y'Ubuhinde igomba kuringaniza kurinda inganda zo mu gihugu no gukurura ishoramari ry'abanyamahanga. Nubwo gahunda ya PLI yakuruye ishoramari riturutse ku bigo nka Foxconn na Wistron, kwishingikiriza ku bikoresho by'ingenzi bitumizwa mu mahanga biracyahari.
Icyerekezo cy'ejo hazaza: Isoko ry'ibikoresho bya televiziyo mu Buhinde rizakurikira inzira y'iterambere ry'ibice bibiri—igice cy'ubukungu kizakomeza kwishingikiriza ku ruhererekane rw'ibicuruzwa by'Ubushinwa, mu gihe igice cy'ibicuruzwa by'igiciro kinini gishobora kunyura buhoro buhoro binyuze mu bufatanye bwa tekiniki (urugero, ubufatanye bwa Videotex na LG mu gukora televiziyo za WebOS). Niba Ubuhinde bushobora gukomeza uruhererekane rw'ibicuruzwa by'imbere mu gihugu mu myaka 5-10 (urugero, kubaka inganda z'ibipimo no guteza imbere impano za semiconductor), bushobora kubona umwanya ukomeye mu ruhererekane rw'inganda ku isi. Bitabaye ibyo, buzakomeza kuba "ihuriro ry'ibicuruzwa" mu gihe kirekire.
Igihe cyo kohereza: Kanama-21-2025
