Khahlanong le semelo sa tlholisano e ntseng e eketseha e matla 'marakeng oa lefats'e oa lisebelisoa tsa elektroniki tsa bareki, lisebelisoa tsa TV, joalo ka sehokelo sa bohlokoa ketane ea indasteri, li tobane le mathata a mangata joalo ka litšitiso tse matla tsa khoebo, tlholisano e tšoanang, le maemo a ntlafalitsoeng a tekheniki. Har'a bona, bokahohlengLCD motherboards,li-backlight strips, leLNBs (Li-Low Noise Blocks)e sebetsa e le lisebelisoa tsa mantlha tsa TV, tse nang le litšobotsi tse fapaneng tsa tlhokeho ea mmaraka: boholo ba mmaraka ba liboto tsa bo-mme tsa LCD tsa China bo lebelletsoe ho fihla ho li-yuan tse limilione tse likete tse 6.23 ka 2025, boholo ba mmaraka oa mabone a ka morao ke li-yuan tse limilione tse likete tse 4.85, 'me mmaraka oa LNB o ntse o hola ka sekhahla sa 7.8% se tsamaisoang ke ho ata ha satellite TV. Sehlopha sena sa data ha se totobatse feela bokhoni ba 'maraka o arohaneng empa hape se senola ho potlaka ha ntlafatso ea indasteri. Sengoliloeng sena se tla hlahloba hore na likhoebo tse hlahisang mefuta ena e meraro ea lisebelisoa tsa TV li ka fihlela kholo e kholo khoebong ea kantle ho naha ho tloha litekanyo tse 'ne: tlhahlobo ea mekhoa ea mebaraka, kaho ea boleng ba sehlahisoa, ntlafatso ea mohlala oa mocha, le kaho ea sistimi ea tumellano.
I. Tlhahlobo ea Mekhoa: Ho Tseba Limmaraka Tse Tharo Tsa Keketseho
Mmaraka oa lefats'e oa lisebelisoa tsa TV o bonts'a phapang ea sebopeho, 'me ho beha mebaraka e ntseng e eketseha ka nepo ke motheo oa ho phunyeletsa. Ho ea ka pono ea libaka, linaha tse haufi le "Lebanta le Tsela" li fetohile limmaraka tse hlahang ka ho fetisisa. Libaka tsena li na le tlhokahalo e matla ea lisebelisoa tsa li-audio-visual tse theko e tlaase 'me li itšetlehile haholo ka phepelo ea thepa ea China ka lebaka la bokhoni bo fokolang ba tlhahiso ea lehae. Ha ho bapisoa le sekhahla sa kholo ea 5% -8% ea mebaraka ea setso ea Europe le Amerika, palo ea thepa ea thepa ea TV Asia Boroa-bochabela, Middle East le libaka tse ling e na le sekhahla sa kholo ea selemo sa 15% -20%. Har'a bona, Indonesia, Saudi Arabia le linaha tse ling li bone keketseho ea selemo le selemo ea 32% ea palo ea li-adapter tsa kantle ho naha ka 2024 ka lebaka la matsete a litšebeletso tsa motheo le ntlafatso ea tšebeliso.
Limmaraka tse arohaneng tse hlahisitsoeng ke phetohelo ea theknoloji le tsona li lokeloa ke tlhokomelo. Ka ho ata ha li-TV tsa 4K/8K tsa boleng bo holimo-limo (sekhahla sa lefats'e se lebelletsoeng ho feta 45% ka 2025), tlhokahalo ea liboto tsa bo-'mè tsa LCD tse tšehetsang HDR10+ le litefiso tse phahameng tsa ho khatholla li eketsehile. Lihlahisoa tsena li na le kopanyo e phahameng le matla a matla a khomphutha, 'me theko ea yuniti ea tsona e ka fihla makhetlo a 2-4 ho feta ea liboto tsa bo-mme tse tloaelehileng, tse etsang karolo ea 52% ea thekiso sebakeng sa Yangtze River Delta. Sebakeng sa marang-rang a marang-rang, theknoloji ea Mini LED e potlakisa ho nkeloa sebaka ha li-LED tsa setso, 'me sekhahla sa ho kenella ha li-backlight tsa Mini LED tse nang le khanya e phahameng le tšebeliso e tlase ea matla lithelevishene tse phahameng li lebelletsoe ho feta 20% qetellong ea selemo. Lihlahisoa tsa LNB li ntse li ea boemong bo phahameng ba tlhaloso le puisano ea litsela tse peli, 'me tlhokahalo ea LNB e tšehetsang kamohelo ea satellite ea 4K' mebarakeng ea Europe le Bochabela bo Hare e na le sekhahla sa kholo sa selemo sa ho feta 15%, e fetoha pina ea bohlokoa bakeng sa tlhōlisano e fapaneng.
Limmaraka tse tsamaisoang ke maano li hlahisa menyetla ea kholo ea tšohanyetso. Leano la khoebo la thepa ea lapeng la China le tsamaisitse kholo ea 6.8% ea thekiso ea thekiso ea TV ka 2024, eo 37.2% ea eona e ileng ea rekisoa ka liteishene tsa khoebo, e tsamaisa ka kotloloho tlhoko ea lisebelisoa tse tšehetsang. Kabelo ena ea pholisi e ntse e tsoela pele mose ho maoatle: "Carbon Border Adjustment Mechanism" (CBAM) ea EU e qobella likhoebo ho ntlafatsa lihlahisoa tse tala, ha US "CHIPS and Science Act" e fana ka lithuso bakeng sa lisebelisoa tse bohlale, ho theha menyetla ea phihlello bakeng sa likhoebo tsa China tse nang le melemo ea theknoloji.
II. Katleho ea Sehlahisoa: Phetoho ho tloha ho "Cost-Effectiveness" ho ea "Value Innovation"
(I) Ntlafatso ea Theknoloji ho Haha Moat
Moko-taba oa ho felisa tlholisano e tšoanang o holim'a boqapi ba theknoloji. 'Maraka oa hajoale o fana ka litšobotsi tsa "mefuta ea mantlha e felletseng le mefuta e sa lekaneng ea maemo a holimo": lebaleng la liboto tsa LCD tsa bokahohleng, phaello ea phaello ea lihlahisoa tsa boemo ba ho kena e ka tlase ho 6%, athe phaello e felletseng ea liboto tsa bo-mme tse bohlale tse tšehetsang ntlafatso ea setšoantšo sa AI le katoloso ea li-interface tse ngata e ka fihla ho feta 30%; 'marakeng oa li-backlight strip, li-strip tsa setso tsa LED li tobane le tlholisano e matla ea theko, athe likhoele tse nyane tsa LED li boloka phaello e felletseng ea 28% -35% ka lebaka la lithibelo tsa tekheniki; lihlahisoa tsa LNB, mefuta ea litlhaloso tse tloaelehileng e ntse e le karolo ea 60%, empa mefuta e 'meli ea litlhaloso tse phahameng e ntse e hōla haholo. Likhoebo li lokela ho tsepamisa maikutlo lintlheng tse tharo tse kholo tsa theknoloji: ea pele, ho ntlafatsa likarolo tsa mantlha - liboto tsa LCD tsa bokahohleng li lokela ho potlakisa nts'etsopele ea tharollo e kopanyang li-chips tsa AI le ho tšehetsa 8K decoding, li-backlight strips li lokela ho khothalletsa katleho ea theknoloji ea Mini LED chip packaging, 'me LNB e lokela ho hlahisa li-module tse phahameng tse amohelang DV tse tšehetsang DV3; ea bobeli, ho kopanya mesebetsi e bohlale - liboto tsa bo-'mè li lokela ho eketsa taolo ea lentsoe le li-interfaces tsa khokahanyo ea lisebelisoa, lihlopha tse khanyang li lokela ho hlahisa phetoho ea mocheso oa mebala le mesebetsi e bohlale ea dimming, 'me LNB e lokela ho kopanya mekhoa ea puisano ea marang-rang ho finyella tšebelisano ea lintlha tse peli; ea boraro, thekenoloji e tala le e tlaase ea carbon - li-motherboards li lokela ho sebelisa li-chips tsa matla a tlaase, liphahlo tse khanyang li lokela ho sebelisa lisebelisoa tsa ho paka tse sa sireletsehang, 'me LNB e lokela ho ntlafatsa moralo oa potoloho ho fokotsa tšebeliso ea matla, e le ho finyella litlhoko tsa setifikeiti tsa EU CE, US ENERGY STAR le litekanyetso tse ling esale pele.
(II) Moralo oa Tharollo o Thehiloeng ka Boemo
Ho fetoha ho tloha sehlahisoa se le seng ho ea ho tharollo e thehiloeng ho maemo ke senotlolo sa ho eketsa boleng bo eketsehileng. Rala liphutheloana tse ikhethileng bakeng sa lihlopha tse fapaneng tsa basebelisi: qala "litharollo tse felletseng tsa mochini o tšehetsang" bakeng sa TV整机baetsi ba thepa, ba fanang ka mefuta e le 'ngoe ea ho reka ka liboto tsa bo-'mè tsa LCD + li-backlight strips + LNBs, tse nang le mananeo a khethehileng a ho khanna le litšebeletso tsa ho lokisa liphoso; Ntlafatsa "liphutheloana tsa ntlafatso ea tlhokomelo" bakeng sa mmaraka oa tlhokomelo, ho kenyeletsoa liboto tsa bo-'mè le likhoele tse bobebe tsa mefuta e fapaneng ea lisebelisoa le lisebelisoa tsa ho kenya, tse kentsoeng ka libuka tse qaqileng tsa tlhahlobo ea liphoso; fana ka "litharollo tsa ho kopanya tsamaiso" bakeng sa basebelisi ba TV ba mose ho maoatle, ho kopanya li-LNB tsa tlhaloso e phahameng, li-splitter tsa matšoao le lisebelisoa tsa ho lokisa liphoso. Khoebo ea Pearl River Delta e phatlalalitse "kit ea ntlafatso ea TV ea 4K" (ho kenyeletsoa liboto tsa bo-mme tse bohlale + Mini LED backlight strips), mme ka tšebelisano 'moho le lihlahisoa tsa lehae tsa TV, e fihletse kholo ea kotara-kotara ea 95% ka bongata ba thepa e tsoang kantle ho naha, e pakang phello e matla ea ho khanna ho ipapisitse le maemo.
(III) Morero oa Ntlafatso ea Tsamaiso ea Boleng
Setifikeiti sa ho lumellana le melao e fetohile "phase" bakeng sa phihlello ea khoebo ea kantle ho naha. Qetellong ea 2024, 87% ea lihlahisoa tse tloaelehileng tsa TV li qetile ho fana ka setifikeiti sa tikoloho, 'me lihlahisoa tsa lisebelisoa li kenyelelitsoe tlhokomelong e kopanetsoeng. Likhoebo li hloka ho theha mokhoa o felletseng oa taolo ea boleng: li-motherboards tsa LCD tsa bokahohleng li hloka ho fetisa litifikeiti tsa EU RoHS 3.0 le US FCC ho netefatsa hore li-chips le likarolo tsa elektroniki li lumellana; mabone a backlight a tlameha ho ipapisa le litekanyetso tsa tšebeliso ea matla tsa EU ERP ho fokotsa litaba tsa mercury; Lihlahisoa tsa LNB li hloka ho feta CE (EU), FCC (US), GCF (Global Certification Forum) le litifikeiti tse ling ho netefatsa botsitso ba kamohelo ea mats'oao le ho lumellana ha motlakase. Ho bohlokoa ho elelloa haholo hore "Taelo e ncha ea EU ea "Waste Electrical and Electronic Equipment Directive" (WEEE 2.0) e tla kengoa tšebetsong ka 2026, e hlokang hore sekhahla sa ts'ebeliso ea lihlahisoa se nyolohele ho 85%. Likhoebo li hloka ho lokisa moralo oa sehlahisoa esale pele: liboto tsa bo-mme tsa LCD tsa bokahohleng li nka moralo oa potoloho ea modular, likhoele tsa mabone a ka morao li ntlafatsa tlhophiso ea lifaha tsa lebone bakeng sa ho qhaqha habonolo, 'me LNBs e nolofatsa sebopeho sa khetla ho ntlafatsa ho sebelisoa hape.
III. Boqapi ba Channel: Ho aha Omni-Channel Digital Marketing Network
(I) Ts'ebetso e Tebileng ea Khoebo ea E-Cross-Border E-Commerce
Mokhoa oa setso oa khoebo ea kantle ho naha o potlakisa phetoho ea ona ho digitalization. Likhoebo li lokela ho tsepamisa maikutlo ho aheng "mabenkele a li-brand flagship" ho li-platform tse kang Amazon le eBay, 'me li etse ts'ebetso e tsamaisoang ke data ho latela litšobotsi tsa mefuta e meraro ea lihlahisoa: li-motherboards tsa bokahohle tsa LCD li totobatsa litekanyetso tsa tekheniki tse kang mefuta ea li-chip le bokhoni ba ho etsa li-decoding, le ho hlahisa livideo tsa tlhahlobo ea motherboard ho bontša ts'ebetso; li-backlight strips li hatisa matšoao a kang ho khanya, tšebeliso ea matla le nako ea bophelo, le ho hokela lichate tsa papiso ea liphello tsa sebele tsa ho kenya; LNBs e tsepamisitse maikutlo holima lintlha tsa thekiso joalo ka maikutlo a ho amohela mats'oao le ho tsamaellana, le ho fana ka litataiso tsa ho ikamahanya le mats'oao a satellite bakeng sa libaka tse fapaneng. Qala Lits'oants'o tse fapaneng bakeng sa libaka tse fapaneng: mohlala, libaka tsa Europe le Amerika li hatisa setifikeiti sa tekheniki le ts'ebetso e phahameng, ha libaka tsa Asia Boroa-bochabela li totobatsa ts'ebetso ea litšenyehelo le boiketlo ba tlhokomelo; etsa "papatso ea sebakeng sa marang-rang + ntle le sebaka sa marang-rang sa KOL", 'me u sebelisane le li-blogger tsa tlhokomelo ea TV le li-KOL tsa tlhahlobo ea elektroniki ho etsa liteko tsa 'nete tsa sehlahisoa ho eketsa tlhahiso ea marang-rang. Lintlha li bonts'a hore ka 2024, palo ea li-board tsa LCD tsa bokahohleng tse tšehetsang paramethara ea tekheniki e eketsehile ka 82% selemo le selemo, ho bonts'a hore ho bapatsa ka nepo ho ka tsamaisa tlhoko ea bareki ba litsebi.
(II) Ho Kena ha Libaka ha Likanale tsa Offline
Kaho ea likanale tse kantle ho marang-rang mebarakeng e ntseng e hlaha e bohlokoa haholo. Asia Boroa-bochabela, sebelisana 'moho le mekhatlo ea lehae ea tlhokomelo ea TV ho theha marang-rang a phepelo ea likarolo bakeng sa liboto tsa bo-'mè tsa LCD le li-backlight strips; 'marakeng oa Middle East, ho lula mabenkeleng a lisebelisoa tsa elektroniki libakeng tsa mantlha tsa khoebo joalo ka Dubai Mall, ho theha libaka tsa boiphihlelo ba lihlahisoa tsa LNB, le ho bonts'a litlamorao tsa ho amohela mats'oao a satellite a phahameng haholo; 'marakeng oa Europe, theha tšebelisano-'moho le likanale tsa ketane tse kang Media Markt, 'me li kenyelle likhahla tse phahameng tsa Mini LED backlight le li-motherboards tse bohlale tsa LCD "libakeng tsa bona tsa ntlafatso ea TV". Bakeng sa limmaraka tsa bohlokoa, nahana ka ho theha libaka tsa polokelo tsa mose ho maoatle ho boloka liboto tsa bo-mme le likhoele tse bobebe tsa mefuta e sebelisoang hangata ho khutsufatsa potoloho ea phepelo ea likarolo tsa tlhokomelo. Lintlha li bonts'a hore lebelo la karabelo ea litaelo tsa likarolo tsa tlhokomelo tse rometsoeng ho tsoa matlong a polokelo ea mose ho maoatle ke matsatsi a 3-5 ka potlako ho feta mangolo a tobileng, mme khotsofalo ea bareki e eketseha ka 25%.
(III) Matlafatso ea Lisebelisoa tsa B2B Cross-Border E-Commerce Platforms
Li-platform tse kang Alibaba International Station le Made-in-China e ntse e le liteishene tsa bohlokoa tsa ho fumana liodara tse ngata. Likhoebo li lokela ho ntlafatsa ts'ebetso ea lebenkele la sethala: ho hlahisa mefuta ea lipuo tse ngata tsa litlhaloso tsa tekheniki, litlaleho tsa setifikeiti le libuka tsa ho kenya mefuta e meraro ea lihlahisoa, liboto tsa LCD tsa bokahohle li totobatsa lintlha tsa tlhahlobo ea tšebelisano, li-backlight strips li hokela litlaleho tsa liteko tsa bophelo, 'me LNB e fana ka merero ea ho ikamahanya le maemo bakeng sa lihlopha tse fapaneng tsa satellite frequency; bonts'a mela ea tlhahiso ea li-motherboard SMT, lithupelo tsa kopano ea strip e bobebe le lilaboratori tsa ho lokisa LNB ka "lehato la feme e phelang" ho matlafatsa ts'epo ea bareki; kenya letsoho "lipontšo tse khethehileng tsa lisebelisoa tsa elektroniki" tse tšoaroang ke sethala ho sutumelletsa lihlahisoa ho TV整机bahlahisi, bafani ba litšebeletso tsa tlhokomelo le basebelisi ba TV ba sathelaete. Bakeng sa bareki ba ka sehloohong ba nang le theko ea selemo le selemo e fetang lidolara tse milione e le 'ngoe, ba fana ka lits'ebeletso tse ikhethileng, tse kang ho iketsetsa li-logo bakeng sa liboto tsa bo-'mè tsa LCD, ho iketsetsa mocheso oa mebala bakeng sa li-backlight strips, le ho etsa li-frequency band bakeng sa LNBs, ho theha likamano tsa nako e telele le tse tsitsitseng tsa tšebelisano.
IV. Tiisetso ea Tumellano: Ho theha Tsamaiso ea Lefatše ea Thibelo le Taolo ea Kotsi
(I) Tlhokomelo e Matla ea Maano a Khoebo
Ho hloka bonnete ba tikoloho ea khoebo ea lefats'e ho eketsehile, 'me likhoebo li hloka ho theha mokhoa oa ho hlahloba leano. Tsepamisa maikutlo holim'a maano a phokotso ea litefiso tsa linaha tseo e leng litho tsa RCEP, 'me u sebelise molao oa pokello ea libaka ho fokotsa moroalo oa lekhetho oa lisebelisoa tsa elektronike tse kang li-motherboards tsa LCD le li-backlight strips; lekola liphuputso tse khahlanong le ho lahloa le ho hanyetsana le lihlahisoa tsa elektroniki tsa Machaena tse entsoeng ke Europe le United States, le ho etsa tlaleho ea litjeho le tokiso ea maano a litheko tsa lihlahisoa tsa LNB esale pele; ela hloko ntlafatso ea melaoana ea tekheniki linaheng tse fapaneng, joalo ka lethathamo le lecha la lintho tse kotsi tse thibetsoeng likarolong tsa elektroniki tlas'a taolo ea EU REACH le litlhoko tse ncha tsa tšebeliso ea matla bakeng sa lisebelisoa tsa TV ke US FDA. Ho khothaletsoa ho theha sehlopha se inehetseng sa ho latela melao kapa ho sebelisana le litsi tsa boeletsi tsa litsebi ho netefatsa hore mefuta e meraro ea lihlahisoa e fihlela litlhoko tsohle tsa phihlello ea 'maraka o reriloeng, haholo laesense ea tšebeliso ea maqhubu a seea-le-moea e amehang lihlahisoa tsa LNB.
(II) Kaho ea Mathata a Phepelo
Likhohlano tsa tikoloho le mafu a seoa a pheta-phetoang a totobatsa bohlokoa ba ho tiea ha thepa. Likhoebo li ka amohela sebopeho sa "China + 1" sa tlhahiso, sa theha lifeme tsa SMT bakeng sa liboto tsa bo-'mè tsa LCD le lifeme tsa kopano bakeng sa li-backlight tsa linaha tsa Asia Boroa-bochabela joalo ka Vietnam le Malaysia ho fokotsa kotsi ea sebaka se le seng sa tlhahiso; saena litumellano tsa ts'ebelisano ea nako e telele le bafani ba core chip (joalo ka MediaTek le MStarad) le moetsi oa LED oa San Litheko tsa lisebelisoa tsa bohlokoa bakeng sa liboto tsa bo-'mè tsa LCD le li-backlights tsa morao-rao, 'me u thehe meralo e meng ea barekisi bakeng sa mathata a kang khaello ea li-chips tsa maqhubu a phahameng a hlokahalang bakeng sa lihlahisoa tsa LNB. botsitso ba liboto tsa LCD tsa bokahohleng bo ile ba ntlafatsoa haholo.
(III) Leano la Tšireletso ea Thepa ea Bohlale
Likhohlano tsa thepa ea mahlale li fetohile e 'ngoe ea likotsi tse kholo khoebong ea kantle ho nahalikhoebo. Likhoebo li lokela ho matlafatsa tšireletso ea patent ea liphetho tse ikemetseng tsa R&D, 'me li tsamaise moralo oa patent bakeng sa moralo oa potoloho oa liboto tsa bo-mme tsa LCD, sebopeho sa mohatsela oa mabone a backlight, le potoloho ea mats'oao a LNB mebarakeng e meholo ea kantle ho naha; qoba ho hatakela litokelo tsa thepa ea mahlale a ba bang, le ho etsa phuputso e felletseng ea litharollo tsa tekheniki le meralo ea ponahalo ea mefuta e meraro ea lihlahisoa, haholo-holo algorithm ea decoding e amehang libotong tsa bo-'mè tsa LCD tsa bokahohleng le thekenoloji ea modulation le demodulation ea LNBs; sebelisana le lifeme tsa profeshenale tsa molao ho theha mokhoa oa tlhokomeliso ea kapele ea kotsi ea thepa ea bohlale ho arabela ka potlako ha ho hlaha linyeoe. Bakeng sa li-backlight strips le lihlahisoa tsa LNB tse nang le meralo e ikhethang ea ponahalo, litokelo tsa moralo oa indasteri li ka ngolisoa limmarakeng tse kang EU le US ho matlafatsa tšireletso ea molao ea lihlahisoa.
Nako ea poso: Oct-31-2025
