Musika weIndia wevatengi zvemagetsi uri kuona kukura nekukurumidza, kunyanya mumunda weterevhizheni uye nemidziyo yavo. Kubudirira kwayo kunoratidza maitiro akasiyana uye matambudziko. Pazasi pane ongororo inofukidza saizi yemusika, mamiriro ekutengesa keteni, zvinokanganisa mutemo, zvido zvevatengi, uye mafambiro emangwana.
I. Kukura Kwemusika uye Kukura Kunogoneka
Musika weIndia wevatengi vemagetsi unofungidzirwa kusvika pamadhora mazana mapfumbamwe nemakumi mapfumbamwe nemakumi matatu nemakumi matatu nemakumi maviri nemakumi maviri nemakumi maviri nemakumi maviri, nekukura kwekukura kwegore (CAGR) kwe33.44%. Nepo musika weTV accessories une hwaro hudiki, kudiwa kwehungwaruTV accessoriesiri kukura zvakanyanya. Semuyenzaniso, iyo smart TV stick musika inotarisirwa kusvika pamadhora mazana matatu nemakumi matatu nemakumi matatu emadhora panosvika 2032, ichikura pamwero wepagore we6.1%. The smart remote control market, inokosha pa $153.6 miriyoni muna 2022, inofungidzirwa kuti ichawedzera kusvika kumadhora mazana mana nemakumi mashanu neshanu panosvika 2030. Pamusoro pezvo, iyo set-yepamusoro bhokisi musika ichasvika $3.4 bhiriyoni panosvika 2033, ine CAGR ye1.87%, inotungamirwa zvakanyanya neshanduko yedhijitari uye kufarirwa kwemasevhisi eOTT.
II. Supply Chain Status: Kuvimbika Kwakasimba pane Zvinobva kunze, Kusina Kusimba Kwekugadzira Mumba
Indasitiri yeTV yeIndia yakatarisana nedambudziko rakakura: kutsamira zvakanyanya kubva kunze kwenyika kune zvakakosha zvikamu. Pamusoro pe80% yezvikamu zvakakosha senge mapaneru ekuratidzira, machipisi emutyairi, uye mabhodhi emagetsi anotorwa kubva kuChina, aine LCD mapaneru ega achiverengera makumi matanhatu muzana emutengo wese wekugadzira TV. Kugadzirwa kwemumba kwezvikamu zvakadaro muIndia kunenge kusipo. Semuyenzaniso,motherboardsuyebacklight modulesmuIndia-akaunganidzwa maTV anonyanya kupihwa nevatengesi veChinese, uye mamwe makambani eIndia anotounza molds kubva kuGuangdong, China. Kuvimbika uku kunoita kuti ketani yekugovera iri panjodzi yekuvhiringwa. Muna 2024, semuenzaniso, India yakatemesa mabasa ekurwisa kurasa (kubva pa0% kusvika 75.72%) pamabhodhi edunhu akadhindwa echiChinese (PCBs), achiwedzera mutengo wezvirimwa zvemagungano emunharaunda.
Kunyangwe hazvo hurumende yeIndia yatanga chirongwa cheKugadzira-Yakabatana Inokurudzira (PLI), mhedzisiro inoramba iri shoma. Semuyenzaniso, mubatanidzwa weDixon Technologies neHKC yekuChina kuvaka fekitari yeLCD module ichiri kumirira kupihwa mvumo nehurumende. India's home supply chain ecosystem haina kukura, ine logistics inodhura 40% yakakwirira kupfuura kuChina. Zvakare, iyo yenzvimbo yekuwedzera kukosha kweyero muIndia yekugadzira zvemagetsi ingori gumi-30%, uye yakakosha michina senge SMT yekuisa michina ichiri kuvimba nekunze.
III. Vatyairi vePolisi uye International Brand Strategies
Hurumende yeIndia iri kusimudzira kugadzirwa kwemumba kuburikidza nekugadzirisa mutero uye chirongwa chePLI. Semuyenzaniso, bhajeti ra2025 rakadzikisa mabasa ekunze paTV panel zvikamu kusvika pa0% uku achiwedzera mutero wepainteractive flat-panel displays kudzivirira maindasitiri epamba. Mhando dzepasi rose dzakaita seSamsung neLG dzakapindura zvine hungwaru: Samsung iri kufunga kushandura chikamu cheiyo smartphone uye TV kugadzira kubva kuVietnam kuenda kuIndia kuti iwedzere rubatsiro rwePLI uye kuderedza mitengo; LG yakavaka fekitori nyowani muAndhra Pradesh kuti igadzire zvinhu zvichena senge air conditioner compressors, kunyangwe kufambira mberi mukugadzirisa TV accessories kunoramba kuchinonoka.
Nekudaro, mapundu etekinoroji uye kusakwana kwerutsigiro rwezvivakwa zvinokanganisa kushanda kwemutemo. China yakatogadzira-Mini-LED neOLED mapaneru, nepo mabhizinesi eIndia achinetsekana kunyangwe nekuvaka imba yakachena. Pamusoro pezvo, kusashanda zvakanaka kweIndia kunowedzera nguva yekufambisa kusvika yakapetwa katatu kupfuura yeChina, zvichiwedzera kukanganisa mutengo.
IV. Zvido zveVatengi uye Chikamu cheMusika
Vatengi veIndia vanoratidza dichotomous zvinodiwa mapatani:
Kutonga kwechikamu chehupfumi: Tier-2, Tier-3 maguta, uye nzvimbo dzekumaruwa dzinosarudza akadhura akaunganidzwa maTV, achivimbaCKD(Zvakanyatso Knocked Down) kits kuderedza mari. Semuyenzaniso, mhando dzemuno dzemuIndia dzinounganidza maTV vachishandisa zvinhu zveChinese zvinotengeswa kunze kwenyika, vachiisa mitengo yezvinhu zvavo 15-25% yakaderera pane mhando dzepasirese.
Kusimuka kwechikamu chekutanga: Makirasi epakati emaguta ari kutevera 4K/8K TVs uye smart accessories. Dhata kubva muna 2021 inoratidza kuti makumi mashanu neshanu-inch maTV akaona kukurumidza kutengesa kukura, nevatengi vachiwedzera kusarudza ma-add-ons senge mazariro uye smart remote. Uyezve, iyo smart home appliance musika iri kukura pa17.6% pagore, kutyaira kudiwa kweizwi-inodzorwa maremote uye yekufambisa michina.
V. Matambudziko uye Nenguva Yemberi
Supply Chain Bottlenecks: Kuvimba kwenguva pfupi paChina chekugovera cheni kunoramba kusingadzivisike. Semuyenzaniso, maIndia emabhizinesi ekutengesa kunze kweChinese LCD mapaneru akawedzera ne15% gore-pa-gore muna 2025, ukuwo kuvakwa kwefekitori yemumba kunoramba kuri mudanho rekuronga.
Dzvinyiriro Yekuvandudza Tekinoroji: Sezvo tekinoroji yepasirese yekuratidzira ichishanduka yakananga kuMicro LED uye 8K, mabhizinesi eIndia ari panjodzi yekudzokera kumashure nekuda kwekusakwana kwekudyara kweR&D uye kuchengetwa kwepatent.
Policy uye Ecosystemhondo: Hurumende yeIndia inofanirwa kuenzanisa kuchengetedza maindasitiri emumba nekukwezva mari yekunze. Kunyange chirongwa chePLI chakakwezva mari kubva kumakambani akaita seFoxconn neWistron, kuvimba nemidziyo yakakosha yekunze kunoenderera.
Ramangwana Maonero: Musika weIndia weTV accessories unotevera nzira mbiri-track yekusimudzira - chikamu chehupfumi chicharamba chichienderana neChina chekugovera, nepo chikamu cheprimiyamu chinogona kupaza zvishoma nezvishoma kuburikidza nekudyidzana kwehunyanzvi (semuenzaniso, kudyidzana kweVideotex neLG kugadzira maWebOS TV). Kana India ikakwanisa kusimbaradza cheni yayo yekugovera mudzimba mukati memakore mashanu-10 (semuenzaniso, kuvaka mafekitori emafekitori uye kurima semiconductor tarenda), inogona kuwana chinzvimbo chakakosha mumaindasitiri epasi rose. Zvikasadaro, icharamba iri "assembly hub" kwenguva refu.
Nguva yekutumira: Aug-21-2025
