Mmaraka oa lisebelisoa tsa elektroniki oa India o hola ka potlako, haholo lefapheng la lithelevishene le lisebelisoa tsa tsona. Tsoelopele ea eona e bonts'a litšobotsi tse ikhethang tsa sebopeho le liphephetso. Ka tlase ke tlhahlobo e akaretsang boholo ba mmaraka, boemo ba phepelo ea thepa, litlamorao tsa leano, likhetho tsa bareki le mekhoa ea nako e tlang.
I. Boholo ba Mmaraka le Matla a Kholo
Mmaraka oa lisebelisoa tsa elektroniki oa India ho hakanngoa hore o tla fihla ho $ 90.13 bilione ka 2029, ka sekhahla sa kholo ea selemo le selemo (CAGR) sa 33.44%. Le ha 'maraka oa lisebelisoa tsa TV o na le motheo o fokolang, tlhokahalo ea bohlaleLisebelisoa tsa TVe hola haholo. Mohlala, 'maraka oa lithupa tse bohlale tsa TV o lebelletsoe ho fihla ho $30.33 bilione ka 2032, o hola ka sekhahla sa selemo sa 6.1%. Mmaraka o bohlale oa taolo ea hole, oa boleng ba $ 153.6 milione ka 2022, o lebelletsoe ho nyolohela ho $ 415 milione ka 2030. Ho feta moo, 'maraka oa li-set-top box o tla fihla ho $3.4 bilione ka 2033, ka CAGR ea 1.87%, e tsamaisoang haholo ke phetoho ea dijithale le ho ata ha lits'ebeletso tsa OTT.
II. Boemo ba Chain Chain: Ho Itšetleha Haholo ka Lintho Tse tsoang kantle, Tlhahiso e Fokolang ea Kalae
Indasteri ea TV ea India e tobane le phephetso e kholo: ho itšetleha haholo ka thepa e tsoang kantle ho naha bakeng sa likarolo tsa mantlha. Ho feta 80% ea likarolo tsa bohlokoa joalo ka liphanele tsa ponts'o, li-chips tsa bakhanni le liboto tsa motlakase li tsoa Chaena, 'me liphanele tsa LCD feela li nka 60% ea kakaretso ea litšenyehelo tsa tlhahiso ea TV. Bokhoni ba tlhahiso ea malapeng bakeng sa likarolo tse joalo India bo batla bo le sieo. Ka mohlala,liboto tsa bo-'mèleli-module tsa backlightLithelevishene tse kopaneng tsa Maindia li fanoa haholo ke barekisi ba Machaena, 'me lik'hamphani tse ling tsa Maindia li bile li reka mefuta ea likhetla ho tsoa Guangdong, China. Ts'epo ena e etsa hore ketane ea phepelo e be kotsing ea ho sitisoa. Mohlala, ka 2024, India e ile ea beha mesebetsi e khahlanong le ho lahla (ho tloha ho 0% ho isa ho 75.72%) ho liboto tsa potoloho tse hatisitsoeng tsa China (PCBs), e eketsang litšenyehelo ka kotloloho bakeng sa limela tsa likopano tsa lehae.
Leha mmuso oa India o phatlalalitse leano la Tlhahiso-Linked Incentive (PLI), liphetho li ntse li fokola. Mohlala, kopanelo ea Dixon Technologies le HKC ea China ea ho aha feme ea module ea LCD e ntse e emetse tumello ea mmuso. Thepa ea lapeng ea India ha e ea phethahala, 'me thepa ea thepa e bitsa 40% ho feta ea Chaena. Ho feta moo, sekhahla sa tlatsetso ea boleng ba lehae tlhahisong ea lisebelisoa tsa elektroniki tsa India ke 10-30% feela, mme lisebelisoa tsa bohlokoa joalo ka metjhini e behang ea SMT e ntse e its'etleha ho tsoa kantle ho naha.
III. Bakhanni ba Leano le Maano a Machabeng a Letšoao
Mmuso oa India o khothaletsa tlhahiso ea malapeng ka litokiso tsa litefiso le morero oa PLI. Mohlala, tekanyetso ea 2025 e fokolitse litefiso tsa kantle ho naha ho likarolo tsa phanele ea TV ho ea ho 0% ha e ntse e eketsa litefiso tsa lipontšo tsa phanele tse sebetsang ho sireletsa liindasteri tsa lapeng. Lihlahisoa tsa machaba tse kang Samsung le LG li arabetse ka mokhoa o ts'oanelang: Samsung e nahana ka ho fetola karolo ea tlhahiso ea eona ea smartphone le TV ho tloha Vietnam ho ea India ho sebelisa lithuso tsa PLI le ho fokotsa litšenyehelo; LG e hahile feme e ncha Andhra Pradesh ho hlahisa likarolo tsa thepa e tšoeu joalo ka li-compressor tsa moea, leha tsoelo-pele ea lisebelisoa tsa TV tsa lehae e ntse e tsamaea butle.
Leha ho le joalo, likheo tsa theknoloji le mekhoa ea motheo e sa lekaneng ea tšehetso e sitisa katleho ea leano. China e se e hlahisitse liphanele tsa Mini-LED le OLED tse ngata, ha likhoebo tsa India li ntse li sokola le ka kaho ea likamore tse hloekileng. Ho feta moo, tsamaiso e sa sebetseng hantle ea India e eketsa nako ea lipalangoang ho feta ea Chaena makhetlo a mararo, e leng ho eketsang melemo ea litšenyehelo.
IV. Likhetho tsa Bareki le Karohano ea 'Maraka
Bareki ba Maindia ba bonts'a mekhoa e sa tšoaneng ea tlhokahalo:
Puso ea karolo ea moruo: Litoropo tsa Tier-2, Tier-3, le libaka tsa mahaeng li khetha li-TV tse bokelletsoeng ka theko e tlase, li itšetlehile kaCKD(Ho Koetlisetsoa Ka ho Feletseng) ho fokotsa litšenyehelo. Mohlala, li-brand tsa lehae tsa India li kopanya lithelevishene li sebelisa lisebelisoa tsa China tse tsoang kantle ho naha, li bea litheko tsa lihlahisoa tsa tsona ka 15-25% ho feta tsa machabeng.
Ho phahama ha karolo ea pele: Batho ba bohareng ba litoropo ba batla li-TV tsa 4K/8K le lisebelisoa tse bohlale. Lintlha tse tsoang ho 2021 li bonts'a hore li-TV tsa 55-inch li bone kholo e potlakileng ea thekiso, mme bareki ba ntse ba khetha ho eketsa li-add-on joalo ka li-soundbar le li-remote tse bohlale. Ho feta moo, 'maraka oa lisebelisoa tse bohlale tsa lapeng o ntse o hola ka 17.6% selemo le selemo, e le tlhokeho ea lisebelisoa tse laoloang ke lentsoe le lisebelisoa tsa ho phallela.
V. Mathata le Mekhoa ea Kamoso
Supply Chain Bottlenecks: Ho itšetleha ka nako e khuts'oane ho ketane ea phepelo ea China e ntse e ke ke ea qojoa. Mohlala, lihlahisoa tsa likhoebo tsa India tse tsoang kantle ho liphanele tsa LCD tsa China li eketsehile ka 15% selemo le selemo ka 2025, ha kaho ea feme ea lehae e ntse e le mothating oa ho rala.
Khatello ea Lintlafatso tsa Theknoloji: Ha theknoloji ea ponts'o ea lefats'e e ntse e fetohela ho Micro LED le 8K, likhoebo tsa India li kotsing ea ho oela morao ka lebaka la matsete a sa lekaneng a R&D le mehloli ea litokelo tsa molao.
Leano le tsamaiso ea tikolohontoa: Mmuso oa India o tlameha ho leka-lekanya ho sireletsa liindasteri tsa lehae le ho hohela matsete a tsoang kantle ho naha. Le ha morero oa PLI o hohetse matsete ho tsoa ho lik'hamphani tse kang Foxconn le Wistron, ho itšetleha ka lisebelisoa tsa bohlokoa tse tsoang kantle ho naha ho ntse ho tsoela pele.
Pono ea Bokamoso: 'Maraka oa lisebelisoa tsa TV oa India o tla latela tsela ea ntlafatso ea litsela tse peli-karolo ea moruo e tla tsoelapele ho itšetleha ka phepelo ea China, ha karolo ea premium e ka phunyeletsa butle-butle ka litšebelisano tsa theknoloji (mohlala, tšebelisano ea Videotex le LG ho hlahisa li-TV tsa WebOS). Haeba India e ka matlafatsa ketane ea eona ea phepelo ea lapeng nakong ea lilemo tse 5-10 (mohlala, ho aha lifeme tsa phanele le ho hlaolela talenta ea semiconductor), e ka fumana boemo ba bohlokoa ho feta ketane ea indasteri ea lefats'e. Ho seng joalo, e tla lula e le "sebaka sa kopano" bakeng sa nako e telele.
Nako ea poso: Aug-21-2025
