Zvichienderana nemakwikwi ari kuramba achikura mumusika wemagetsi evatengi pasi rose, zvishongedzo zveTV, sechisungo chakakosha muchikamu chemaindasitiri, zviri kutarisana nematambudziko akawanda akadai sekuwedzera kwezvipingamupinyi zvekutengeserana, makwikwi akafanana, uye kuvandudzwa kwemitemo yehunyanzvi. Pakati pazvo, pasi rose.Mabhodhi eLCD,mitsetse yemwenje yekumashureuyeLNBs (Zvivharo zveRuzha Rushoma)inoshanda sezvishongedzo zveTV, zvine hunhu hwakasiyana hwekudiwa kwemusika: saizi yemusika yemabhodhi eLCD epasi rose eChina inotarisirwa kusvika mabhiriyoni 6.23 eyuan muna 2025, saizi yemusika we backlight strip inosvika mabhiriyoni 4.85 eyuan, uye musika weLNB uri kukura ne7.8% zvichikonzerwa nekuwanda kweTV yesatellite. Iyi seti yedata haingoratidzi chete kugona kwemusika wakakamurwa asi inoratidzawo kukosha kwekuvandudzwa kwemaindasitiri. Chinyorwa chino chichaongorora kuti makambani anogadzira marudzi matatu aya ezvishongedzo zveTV anogona sei kuwana kukura kukuru mukutengeserana kwekunze kubva pamativi mana: ongororo yemafambiro emusika, kuvakazve kukosha kwechigadzirwa, kuvandudza modhi yechiteshi, uye kuvaka sisitimu yekutevedzera mitemo.
I. Kuongorora Mafambiro Ezvinhu: Kubata Misika Mitatu Yekuwedzera
Musika wezvishongedzo zveTV pasi rose uri kuratidza musiyano wechimiro, uye kuisa misika inowedzera nenzira kwayo ndiyo pfungwa yekubuda pachena. Kubva pamaonero edunhu, nyika dziri mu "Belt and Road" dzave misika iri kubuda zvakanyanya. Matunhu aya ane kudiwa kukuru kwezvishongedzo zvinonzwika zvinodhura uye anovimba zvakanyanya neChina nekuda kwekushaikwa kwekugadzira zvinhu munharaunda. Zvichienzaniswa nekukura kwe5%-8% kwemisika yechinyakare yeEurope neAmerica, huwandu hwezvishongedzo zveTV zvinounzwa kuSoutheast Asia, Middle East nedzimwe nzvimbo hune avhareji yekukura kwegore negore kwe15%-20%. Pakati pazvo, Indonesia, Saudi Arabia nedzimwe nyika dzakaona kuwedzera kwe32% pagore muhuwandu hwezvishongedzo zvinounzwa kumakambani muna 2024 nekuda kwekudyara kwezvivakwa uye kuvandudzwa kwekushandiswa kwezvishongedzo.
Misika yakakamurwa inokonzereswa nekuvandudzwa kwetekinoroji inofanirwawo kutariswa. Nekufarirwa kwemaTV e4K/8K ultra-high-definition (huwandu hwepasi rose hunotarisirwa kudarika 45% muna 2025), kudiwa kwemabhodhi eLCD epasi rose anotsigira HDR10+ uye mwero wepamusoro wekuvandudza kwakawedzera. Zvigadzirwa izvi zvine kubatanidzwa kwakanyanya uye kugona kwakasimba kwekombiyuta, uye mutengo wazvo unogona kusvika ka2-4 kupfuura mamabhodhi emazuva ese, zvichireva 52% yekutengesa mudunhu reYangtze River Delta. Mumunda wemachira emusana, tekinoroji yeMini LED iri kukurumidza kutsiviwa kwemaLED echinyakare, uye huwandu hwemachira emusana eMini LED ane kupenya kwakanyanya uye kushandiswa kwesimba kushoma mumaTV emhando yepamusoro hunotarisirwa kudarika 20% pakupera kwegore. Zvigadzirwa zveLNB zviri kuvandudzwa kuita kutaurirana kwepamusoro uye kwenzira mbiri, uye kudiwa kwemaLNB anotsigira kugamuchira masaini esatellite e4K mumisika yeEurope neMiddle East kune mwero wekukura wepagore weanopfuura 15%, zvichiva nzira huru yemakwikwi akasiyana.
Misika inotungamirwa nemutemo inopa mikana yekukura kamwe kamwe. Mutemo wekutengeserana kwemidziyo yemumba muChina wakatungamira kukura kwe6.8% mukutengesa kwezvitoro zveTV muna 2024, uko 37.2% zvakatengeswa kuburikidza nenzira dzekutengeserana, zvichitungamira zvakananga kudiwa kwezvishongedzo zvinotsigira. Iyi dividend yemutemo iri kupararira kune dzimwe nyika: "Carbon Border Adjustment Mechanism" (CBAM) yeEU iri kumanikidza mabhizinesi kuti agadzirise zvigadzirwa zvegirini, nepo "CHIPS and Science Act" yeUS ichipa rubatsiro rwemidziyo yakangwara, ichigadzira mikana yekuwana mabhizinesi ezvishongedzo zveChinese ane zvakanakira tekinoroji.
II. Kubudirira Kwechigadzirwa: Kuchinja kubva pa "Kushanda Kwemari" kuenda ku "Kuvandudza Kukosha"
(I) Kuvandudzwa kweTekinoroji Kuti Uvake Mugero
Chinhu chikuru chekubvisa makwikwi akafanana chiri mukuvandudzwa kwetekinoroji. Musika uripo parizvino une hunhu hwe "saturated basic models uye isina kukwana high-end models": mumunda wemabhodhi eLCD epasi rose, purofiti yezvigadzirwa zvekutanga iri pasi pe6%, nepo purofiti yegross yemabhodhi emamabhodhi akangwara anotsigira kuvandudzwa kwemufananidzo weAI uye kuwedzera kweinterface yakawanda inogona kusvika kupfuura 30%; mumusika we backlight strip, mabhodhi e LED echinyakare anotarisana nemakwikwi emitengo akasimba, nepo mabhodhi eMamini LED achichengetedza purofiti ye28%-35% nekuda kwezvipingamupinyi zvetekinoroji; muzvigadzirwa zveLNB, mamodeli estandard-definition achiri 60%, asi mamodeli ehigh-definition two-way ari kukura zvakanyanya. Makambani anofanirwa kutarisa pamatanho matatu makuru etekinoroji: chekutanga, kusimudzira zvikamu zvepakati - mamabhodhi eLCD epasi rose anofanirwa kukurumidzisa kugadzirwa kwemhinduro dzinobatanidza machipisi eAI uye kutsigira 8K decoding, mabhodhi ebacklight anofanirwa kukurudzira budiriro muMini LED chip packaging technology, uye maLNB anofanirwa kugadzira mamodule ekugamuchira ehigh-definition anotsigira DVB-S3 standard; chepiri, kubatanidza mabasa ehungwaru - mamaboard anofanira kuwedzera manzwi ekudzora uye mashandisirwo ekubatanidza zvishandiso, mwenje inofanira kugadzira kugadzirisa tembiricha yemavara uye mabasa ekudzikisa rima, uye maLNB anofanira kubatanidza mamodule ekutaurirana ne network kuti awane kudyidzana kwedata nenzira mbiri; chechitatu, tekinoroji yegirini nekabhoni shoma - mamaboard anofanira kushandisa machipisi ane simba shoma, mwenje inofanira kushandisa zvinhu zvekurongedza zvisingakuvadzi nharaunda, uye maLNB anofanira kugadzirisa dhizaini yedunhu kuti aderedze kushandiswa kwesimba, kuitira kuti asangane nezvinodiwa zvechitupa zveEU CE, US ENERGY STAR nezvimwe zvinodiwa pachine nguva.
(II) Kugadzira Mhinduro Yakavakirwa Pamamiriro Ezvinhu
Kuchinja kubva pachigadzirwa chimwe chete kuenda kune mhinduro yakavakirwa pamamiriro ezvinhu ndiyo kiyi yekuwedzera kukosha. Gadzira mapakeji akagadzirirwa mapoka akasiyana evashandisi: tanga "mhinduro dzakakwana dzekutsigira michina" dzeTV整机vagadziri, vachipa musanganiswa wekutenga kamwe chete wemabhodhi eLCD epasi rose + mabhodhi emusana + maLNB, nemapurogiramu ekutyaira ega uye masevhisi ekugadzirisa matambudziko; kugadzira "mapakeji ekuvandudza ekugadzirisa" emusika wekugadzirisa, kusanganisira mamabhodhi emusana uye mabhodhi emwenje emhando dzakasiyana uye maturusi ekuisa, akabatanidzwa nemabhuku ekuongorora matambudziko akadzama; kupa "mhinduro dzekubatanidza masisitimu" kune vanoshanda neTV yesatellite yekune dzimwe nyika, vachibatanidza maLNB emhando yepamusoro, masaini ekuparadzira zviratidzo uye michina yekugadzirisa matambudziko. Kambani yePearl River Delta yakatanga "kit yekuvandudza TV ye4K" (kusanganisira mamabhodhi emusana + mabhodhi emusana eMini LED), uye kuburikidza nekushandira pamwe nemabhurandi eTV emuno, yakawana kukura kwe95% muchikamu chekota chehuwandu hwekutumira kunze kwenyika, zvichiratidza mhedzisiro yakasimba yekushambadzira kwakavakirwa pamamiriro ezvinhu.
(III) Purojekiti Yekuvandudza Sisitimu Yemhando Yepamusoro
Chitupa chekutevedzera mitemo chave "chitupa" chekutengeserana kwekunze. Pakupera kwa2024, 87% yemaTV brands makuru apedza chitupa chezvakatipoteredza, uye zvigadzirwa zvekuwedzera zviri kubatanidzwa mukutarisira kwakabatana. Makambani anofanirwa kugadzira sisitimu yekudzora mhando yakazara: mamaboard eLCD anofanirwa kupasa zvitupa zveEU RoHS 3.0 neUS FCC kuti ave nechokwadi chekutevedzera machipisi nezvikamu zvemagetsi; mabhatani emwenje anofanirwa kutevedzera mitemo yeEU ERP yekushanda nesimba kuti aderedze huwandu hwemercury; zvigadzirwa zveLNB zvinofanirwa kupasa CE (EU), FCC (US), GCF (Global Certification Forum) nezvimwe zvitupa kuti ave nechokwadi chekugadzikana kwekugamuchira masaini uye kushandirana kwemagetsi. Zvakakosha kucherechedza kuti "Waste Electrical and Electronic Equipment Directive" (WEEE 2.0) itsva yeEU ichashandiswa muna 2026, ichida kuti chiyero chekudzokorodza chigadzirwa chiwedzere kusvika 85%. Makambani anofanirwa kugadzirisa dhizaini yechigadzirwa pachine nguva: mamaboard eLCD anowanzo tora dhizaini yedunhu re modular, mabhatani emwenje anogadzirisa kurongeka kwemabead emwenje kuti zvive nyore kubvisa, uye maLNB anorerutsa chimiro cheganda kuti awedzere kugona kudzokorodza.
III. Kugadzira Zvitsva muChannel: Kuvaka Network yeOmni-Channel Digital Marketing
(I) Kushanda Kwakadzama kweCross-Border E-Commerce
Modhi yekutengeserana kwekunze iri kukurumidza kuchinja kwayo kuita digitalization. Makambani anofanirwa kutarisa pakuisa "zvitoro zvemhando yepamusoro" pamapuratifomu akadai seAmazon neEbay, uye kuita mabasa anotungamirwa nedata zvichienderana nehunhu hwemhando nhatu dzezvigadzirwa: mamaboard eLCD anosanganisira ma technical parameters akadai sema chip models uye kugona kwe decoding, uye kugadzira mavhidhiyo ekuongorora mamaboard kuratidza mashandiro; backlight strips inosimbisa zviratidzo zvakaita sekupenya, kushandiswa kwesimba uye hupenyu, uye kubatanidza machati ekuenzanisa emhedzisiro chaiyo yekuisa; LNBs inotarisa pakutengesa senge signal reception sensitivity uye compatibility, uye inopa satellite signal adaptation guides kumatunhu akasiyana. Tanga ma differential Listings emasaiti akasiyana: semuenzaniso, masayiti ekuEurope neAmerica anosimbisa technical certification uye high-end performance, nepo masayiti ekuSoutheast Asia achiratidza cost-efficient uye maintenance nyore; ita "in-site advertising + off-site KOL" linkage marketing, uye kushandira pamwe nemablog ekugadzirisa TV uye electronic review KOLs kuti vaite bvunzo dzechigadzirwa kuti vawedzere kuratidzwa kwebrand. Data rinoratidza kuti muna 2024, huwandu hwemamabhodhi eLCD anotsigira kugadziriswa kwemaparameter ehunyanzvi hwakawedzera ne82% gore negore, zvichiratidza kuti kushambadzira kwakanyatsojeka kunogona kukurudzira kudiwa kwevatengi vane hunyanzvi.
(II) Kupinda Kwenzvimbo KwemaChannel Asiri Paindaneti
Kuvakwa kwemachaneli asina kuburitswa mumisika iri kusimukira kwakakosha zvikuru. MuSoutheast Asia, shandira pamwe nemasangano ekuchengetedza maTV emunharaunda kuti ugadzire network yekutsiva zvikamu zvemabhodhi eLCD epasi rose nemachira emusana; mumusika weMiddle East, gara muzvitoro zvemagetsi munzvimbo dzebhizinesi dzakadai seDubai Mall, gadzira nzvimbo dzeruzivo rwezvigadzirwa zveLNB, uye ratidza mhedzisiro yekugamuchira masaini esatellite ane tsananguro yepamusoro; mumusika weEurope, gadzira kushandira pamwe nemachaneli echeni akadai seMedia Markt, uye sanganisira maMini LED backlight strips epamusoro uye mabhodhi eLCD akangwara munzvimbo dzavo dze "TV upgrade accessory areas". Kune misika mikuru, funga nezvekugadzira mawarehouse ekune dzimwe nyika kuti uchengetedze mabhodhi echeni uye machira emwenje emamodheru anoshandiswa zvakanyanya kupfupisa kutenderera kwekutumira kwezvikamu zvekuchengetedza. Data rinoratidza kuti kumhanya kwekupindura kwemirairo yezvikamu zvekuchengetedza zvinotumirwa kubva kumawarehouse ekune dzimwe nyika kuri nekukurumidza kwemazuva 3-5 kupfuura tsamba yakananga, uye kugutsikana kwevatengi kunowedzerwa ne25%.
(III) Kusimbiswa kwemapuratifomu eB2B Cross-Border E-Commerce
Mapuratifomu akadai seAlibaba International Station neMade-in-China achiri nzira dzakakosha dzekuwana maodha akawanda. Makambani anofanirwa kugadzirisa mashandiro ezvitoro zvepuratifomu: kugadzira shanduro dzemitauro yakawanda dzehunyanzvi, mishumo yezvitupa uye mabhuku ekuisa emhando nhatu dzezvigadzirwa, mamaboard eLCD epasi rose anoratidza data rekuyedza kuenzanisa, mitsetse yemwenje inonamatira mishumo yekuedza kwehupenyu, uye maLNB anopa zvirongwa zvekuchinja mabhendi akasiyana esatellite frequency; kuratidza mitsetse yekugadzira mamaboard SMT, maworkshop ekugadzira light strip uye ma laboratori ekugadzirisa LNB kuburikidza nebasa re "live factory tour" kusimudzira kuvimba kwevatengi; kutora chikamu mu "kuratidzwa kwezvishongedzo zvemagetsi zvevatengi" kunoitwa nepuratifomu kusundira zvigadzirwa kuTV.整机Vagadziri, vanopa masevhisi ekugadzirisa uye vanoshanda neTV yesatellite. Kune vatengi vakuru vane huwandu hwekutenga hunopfuura miriyoni imwe yemadhora ekuAmerica pagore, vape masevhisi akagadzirirwa ivo, akadai sekugadzirisa logo yemabhodhi eLCD epasi rose, kugadzirisa tembiricha yemavara emwenje yekumashure, uye kugadzirisa frequency band yeLNBs, kuti vagadzire hukama hwekushandira pamwe kwenguva refu uye hwakagadzikana.
IV. Vimbiso Yekutevedzera Mutemo: Kugadzira Sisitimu Yekudzivirira Nekudzora Njodzi Pasirose
(I) Kutarisa Kwakasimba Kwemitemo Yekutengeserana
Kusava nechokwadi kwenzvimbo yekutengeserana pasi rose kwawedzera, uye mabhizinesi anofanira kugadzira nzira yekutarisa mitemo. Tarisa pane mitemo yekudzikisa mitero yenyika dziri nhengo dzeRCEP, uye shandisa mutemo wekuunganidza dunhu kuderedza mutoro wemitero yezvishandiso zvemagetsi zvakaita semamabhodhi eLCD epasi rose uye mabhatani emusana; tevera kuferefeta kwekudzivirira dumping uye countervailing pazvigadzirwa zvemagetsi zveChina neEurope neUnited States, uye gadzirisa mitengo yezvigadzirwa zveLNB pachine nguva; teerera kugadziridzwa kwemitemo yehunyanzvi munyika dzakasiyana-siyana, senge runyorwa rutsva rwezvinhu zvine njodzi zvakaganhurirwa muzvikamu zvemagetsi pasi pemutemo weEU REACH uye zvinodiwa zvitsva zvekushandisa simba reTV accessories neUS FDA. Zvinokurudzirwa kuumba timu yakatsaurirwa kutevedzera mitemo kana kushandira pamwe nemasangano ekupa mazano ehunyanzvi kuona kuti mhando nhatu dzezvigadzirwa dzinosangana nezvinodiwa zvese zvemusika wakatarwa, kunyanya rezenisi yekushandisa redhiyo inoshandiswa muzvigadzirwa zveLNB.
(II) Kuvaka Kutsungirira Kwecheni Yekugovera
Kusawirirana kwezvematongerwo enyika uye zvirwere zvinodzokororwa zvinoratidza kukosha kwekutsungirira kwecheni yekupa. Makambani anogona kushandisa "China + 1″ production layout, kugadzira mafekitori eSMT patch emamotherboard eLCD epasi rose uye mafekitori ekuunganidza ma backlight strips munyika dzeSoutheast Asia dzakadai seVietnam neMalaysia kuderedza njodzi yenzvimbo imwe chete yekugadzira; kusaina zvibvumirano zvekushandira pamwe kwenguva refu nevatengesi vema chips makuru (vakadai seMediaTek neMStar) uye vagadziri vema LED lamp beads (vakadai seSanan Optoelectronics) kuti vavhare mitengo yezvinhu zvakakosha zvema motherboard eLCD epasi rose uye ma backlight strips; kugadzira nzira yekupindura nekukurumidza, uye kugadzira mamwe marongero evatengesi ematambudziko akadai sekushaikwa kwema high-frequency head chips anodiwa kune zvigadzirwa zveLNB. Data rinoratidza kuti makambani eTV accessories ane ma supply chains akasiyana-siyana aive ne28% yakakwira kupfuura makambani ane single supply chain panguva yedambudziko repasi rose re logistics muna 2024, uye kugadzikana kwekutumira kwema universal LCD motherboards ndiko kwakanyanya kuvandudzwa.
(III) Hurongwa hweKudzivirira Pfuma Yepfungwa
Makakatanwa epfuma yepfungwa ave imwe yenjodzi huru dzekutengeserana kwekunzemabhizinesiMakambani anofanira kusimbisa dziviriro yemapatent kubva kumhedzisiro yeR&D yakazvimirira, uye kuita marongero emapatent edhizaini yedunhu remamaboard eLCD epasi rose, chimiro chekupisa chemabhatani emusana, uye circuit yekuwedzera masaini eLNB mumisika mikuru yekutumira kunze kwenyika; kudzivirira kutyora kodzero dzepfuma dzevamwe, uye kuita tsvakiridzo yakazara yemhinduro dzehunyanzvi uye magadzirirwo emhando nhatu dzezvigadzirwa, kunyanya algorithm yekunyora mabhodhi emamaboard eLCD epasi rose uye tekinoroji yekuchinja nekubvisa mamodulation yeLNBs; kushandira pamwe nemakambani emutemo ane hunyanzvi kuti vagadzire nzira yekunyevera njodzi yepfuma yepfungwa kuti ikurumidze kupindura kana paine nyaya dzematare. Kune mabhatani emusana uye zvigadzirwa zveLNB zvine magadzirirwo akasiyana, mapatent ekugadzira maindasitiri anogona kunyoreswa mumisika yakaita seEU neUS kuti vawedzere dziviriro yepamutemo yezvigadzirwa.
Nguva yekutumira: Gumiguru-31-2025
