Musika wezvigadzirwa zvemagetsi muIndia uri kukura nekukurumidza, kunyanya munyaya dzematerevhizheni nezvishongedzo zvawo. Kuvandudzwa kwawo kunoratidza hunhu hwakasiyana hwemaumbirwo nematambudziko. Pazasi pane ongororo inotsanangura saizi yemusika, mamiriro ekutengesa, mhedzisiro yemitemo, zvinodiwa nevatengi, uye mafambiro emangwana.
I. Kukura Kwemusika uye Kukwanisa Kukura
Musika wemagetsi evatengi muIndia unotarisirwa kusvika mabhiriyoni emadhora $90.13 panosvika gore ra2029, nekuwedzera kwegore negore (CAGR) kwe33.44%. Kunyange hazvo musika wezvishongedzo zveTV uine hwaro hushoma, kudiwa kwezvishandiso zvemagetsi zvine hungwaru kunotarisirwa.Zvishongedzo zveTViri kukura zvakanyanya. Semuenzaniso, musika we smart TV stick unotarisirwa kusvika mabhiriyoni emadhora $30.33 panosvika 2032, uchikura nechiyero chegore negore che6.1%. Musika we smart remote control, unokosheswa pamadhora $153.6 miriyoni muna 2022, unotarisirwa kuwedzera kusvika pamadhora $415 miriyoni panosvika 2030. Pamusoro pezvo, musika we set-top box uchasvika mabhiriyoni emadhora $3.4 panosvika 2033, neCAGR ye1.87%, zvichikonzerwa nekushandurwa kwedhijitari uye kufarirwa kwemasevhisi eOTT.
II. Mamiriro Ekutengesa Zvinhu: Kuvimba Kwazvo Nezvinhu Zvinotengeswa Kunze Kwenyika, Kusasimba Kwekugadzira Zvinhu Munyika
Indasitiri yeTV muIndia inotarisana nedambudziko guru: kuvimba zvakanyanya nekutenga zvinhu zvepakati. Zvinopfuura 80% zvezvinhu zvakakosha zvakaita sema display panels, ma driver chips, uye ma power boards zvinobva kuChina, nema LCD panels chete zvichiita 60% yemari yese yekugadzira TV. Kugona kwekugadzira zvinhu zvakadaro muIndia hakuchakwanisike. Semuenzaniso,mamabhodhi emadzimaiuyemamodule emwenje yekumashureMuIndia, maTV akagadzirwa nemaoko anowanzo pihwa nevatengesi vekuChina, uye mamwe makambani ekuIndia anototenga ma "shell molds" kubva kuGuangdong, China. Kuvimba uku kunoita kuti cheni yekugovera ive panjodzi yekukanganiswa. Semuenzaniso, muna 2024, India yakaisa mitero yekudzivirira marara (kubva pa0% kusvika 75.72%) pamabhodhi edunhu akadhindwa ekuChina (PCBs), zvichiwedzera zvakananga mitengo yezvivakwa zvemuno.
Kunyangwe hurumende yeIndia yakatanga chirongwa cheProduction-Linked Incentive (PLI), mhedzisiro ichiri mishoma. Semuenzaniso, kubatana kweDixon Technologies neChina HKC kuvaka fekitori yeLCD module kuchiri kumirira mvumo yehurumende. Ecosystem yeIndia yekugovera zvinhu haina kukura, nemitengo yekufambisa zvinhu yakakwira ne40% pane yekuChina. Uyezve, mwero wekuwedzera kukosha kwenzvimbo mukugadzirwa kwemagetsi eIndia uri 10-30% chete, uye michina yakakosha senge michina yeSMT placement ichiri kuvimba nekutenga zvinhu zvinotengeswa kunze kwenyika.
III. Zvinotungamira Mutemo uye Maitiro Ekugadzira Brand Yepasi Rose
Hurumende yeIndia iri kukurudzira kugadzirwa kwezvinhu zvemuno kuburikidza nekugadzirisa mitengo uye chirongwa chePLI. Semuenzaniso, bhajeti ra2025 rakaderedza mutero wekupinza zvinhu paTV panel components kusvika pa0% ukuwo richiwedzera mutero painteractive flat-panel displays kudzivirira maindasitiri emuno. Makambani epasi rose akaita seSamsung neLG apindura nekukurumidza: Samsung iri kufunga nezvekuchinja chikamu chekugadzirwa kwayo kwemafoni neTV kubva kuVietnam kuenda kuIndia kuti ishandise rubatsiro rwePLI uye kuderedza mitengo; LG yakavaka fekitori itsva muAndhra Pradesh yekugadzira zvinhu zvezvinhu zvichena zvakaita seair conditioner compressors, kunyange hazvo kufambira mberi mukugadzira zvinhu zveTV zviri munzvimbo iyi kuchiramba kuri kunonoka.
Zvisinei, kusashanda zvakanaka kwetekinoroji uye kusakwana kwezvivakwa zvinotsigira zvinokanganisa kushanda zvakanaka kwemitemo. China yakatogadzira maMini-LED neOLED panels akawanda, ukuwo mabhizinesi eIndia achinetseka nekuvaka makamuri ekuchenesa. Pamusoro pezvo, kusashanda zvakanaka kweIndia kuri kuwedzera nguva yekufambisa zvikamu kusvika katatu kupfuura China, zvichiwedzera kuderedza zvakanakira mitengo.
IV. Zvinodiwa Nevatengi uye Kupatsanurwa Kwemusika
Vatengi vemuIndia vanoratidza maitiro akasiyana-siyana ekuda zvinhu:
Kutonga kwechikamu chehupfumi: Maguta eTier-2, Tier-3, uye nzvimbo dzekumaruwa dzinoda maTV akaungana akachipa, zvichienderana neCKD(Completely Knocked Down) kits kuderedza mitengo. Semuenzaniso, mabrandi emuno ekuIndia anounganidza maTV achishandisa zvinhu zvemuChina zvinobva kunze kwenyika, vachiisa mitengo yezvinhu zvavo ne15-25% pasi pemabrandi epasi rose.
Kukwira kwechikamu chepamusoro: Vanhu vepakati mumaguta vari kutsvaga maTV e4K/8K nezvimwe zvinhu zve smart. Data ra2021 rinoratidza kuti maTV e55-inch akaona kukura kwekutengesa nekukurumidza, nevatengi vachisarudza zvinhu zvekuwedzera zvakaita se soundbars uye smart remotes. Uyezve, musika wemidziyo yemumba yakangwara uri kukura pa17.6% pagore, zvichikonzera kudiwa kwemaremote anodzorwa nezwi uye zvishandiso zvekutepfenyura.
V. Matambudziko uye Maitiro Eramangwana
Dambudziko reKutengesa: Kuvimba kwenguva pfupi neChina hakugone kudzivirirwa. Semuenzaniso, kutengeswa kweChina LCD panels nemabhizinesi ekuIndia kwakawedzera ne15% gore negore muna 2025, ukuwo kuvaka mafekitori emapanera emuno kuchiri muchikamu chekuronga.
Kumanikidzwa Kwekuvandudzwa Kwetekinoroji: Sezvo tekinoroji yepasi rose yekuratidzira ichifambira mberi ichienda kuMicro LED ne8K, makambani eIndia ari panjodzi yekusaririra zvakanyanya nekuda kwekusakwana kwekudyara muR&D uye marezenisi epatent.
Mutemo uye Hurongwa hweZvipenyukurwaHurumende yeIndia inofanira kuyera kuchengetedza maindasitiri emuno nekukwezva mari yekunze. Kunyange hazvo chirongwa chePLI chakakwezva mari kubva kumakambani akaita seFoxconn neWistron, kuvimba nemidziyo mikuru inotengeswa kunze kwenyika kuchiripo.
Maonero Eramangwana: Musika wezvishongedzo zveTV muIndia uchatevera nzira mbiri dzekuvandudza—chikamu chehupfumi chicharamba chichivimba necheni yezvekutengesa yeChina, nepo chikamu chepamusoro-soro chingabudirira zvishoma nezvishoma kuburikidza nekushandira pamwe kwehunyanzvi (semuenzaniso, kubatana kweVideotex neLG kugadzira WebOS TVs). Kana India ikakwanisa kusimbisa cheni yayo yezvekutengesa yemuno mukati memakore mashanu kusvika gumi (semuenzaniso, kuvaka mafekitori epaneru uye kusimudzira tarenda re semiconductor), inogona kuwana chinzvimbo chakakosha mucheni yezvemaindasitiri yepasi rose. Zvikasadaro, icharamba iri "nzvimbo yekuunganidzira" kwenguva refu.
Nguva yekutumira: Nyamavhuvhu-21-2025
