Imakethi ye-elektroniki yabathengi baseIndiya ikhula ngokukhawuleza, ngakumbi kwicandelo likamabonakude kunye nezixhobo zabo. Uphuhliso lwayo lubonisa iimpawu ezahlukeneyo zesakhiwo kunye nemingeni. Apha ngezantsi lucazululo olugubungela ubungakanani bemarike, imeko yekhonkco lobonelelo, iimpembelelo zomgaqo-nkqubo, izinto ezikhethwa ngabathengi, kunye nentsingiselo yexesha elizayo.
I. Ubungakanani beMarike kunye nokuKhula okuNgakho
Imakethi ye-elektroniki yabathengi baseIndiya kulindeleke ukuba ifikelele kwi-90.13 yeebhiliyoni zeedola ngo-2029, kunye nezinga lokukhula lonyaka elihlanganisiweyo (CAGR) lama-33.44%. Ngelixa imakethi yezixhobo zeTV inesiseko esincinci, imfuno ye-smartIzixhobo zeTVikhula kakhulu. Umzekelo, imarike ye-smart stick stick kulindeleke ukuba ifikelele kwi-30.33 yeebhiliyoni zeedola ngo-2032, ikhula ngesantya sonyaka se-6.1%. Imarike yokulawula kude, exabisa i-153.6 yezigidi zeedola ngo-2022, kulindeleke ukuba inyuke ukuya kwi-415 yezigidi zeedola ngo-2030. Ukongezelela, i-market-top box market iya kufikelela kwi-3.4 yeebhiliyoni zeedola ngo-2033, kunye ne-CAGR ye-1.87%, eqhutywa ngokuyinhloko yinguqu yedijithali kunye nokuthandwa kweenkonzo ze-OTT.
II. Ubume boBonelelo lweSixokelelwano: ukuKhoyameka kakhulu kwizinto ezingeniswayo ngaphandle, iMveliso yaseKhaya ebuthathaka
Ishishini likamabonakude laseIndiya lijongene nomceli mngeni onzima: ukuxhomekeka kakhulu ekuthengisweni kwempahla kwamanye amazwe kumacandelo angundoqo. Ngaphezulu kwe-80% yamacandelo abalulekileyo afana neepaneli zokubonisa, iitshiphusi zomqhubi, kunye neebhodi zamandla zithathwe e-China, kunye neepaneli ze-LCD zodwa ezibalelwa kwi-60% yeendleko zizonke ze-TV. Umthamo wemveliso yasekhaya kumacandelo anjalo eIndiya phantse awukho. Umzekelo,iibhodi zomamakwayeiimodyuli ze-backlightkwiiTV ezidityaniswe ngamaIndiya ubukhulu becala zibonelelwa ngabathengisi baseTshayina, kwaye ezinye iinkampani zaseIndiya zide zingenise iimolds zeqokobhe ukusuka eGuangdong, China. Oku kuxhomekeka kwenza ikhonkco lonikezelo libe sesichengeni sokuphazamiseka. Ngo-2024, umzekelo, i-Indiya yamisela imisebenzi echasene nokulahla (ukusuka kwi-0% ukuya kwi-75.72%) kwiibhodi zesekethe eziprintiweyo zaseTshayina (PCBs), inyusa iindleko ngokuthe ngqo kwizityalo zendibano zasekhaya.
Ngaphandle kokuphehlelelwa kukarhulumente waseIndiya isikim seNkuthazo eDityanisiweyo kwiMveliso (i-PLI), iziphumo zihlala zinomda. Umzekelo, intsebenziswano ye-Dixon Technologies kunye ne-HKC yase-China yokwakha umzi-mveliso wemodyuli ye-LCD isalindele ulwamkelo lukarhulumente. Uthungelwano lwangaphakathi lwe-ecosystem yase-Indiya ayikhulanga, kunye neendleko zolungiselelo nge-40% ngaphezulu kune-China. Ngaphaya koko, izinga lokongezwa kwexabiso lasekhaya kwimveliso yombane yaseIndiya yi-10-30% kuphela, kwaye izixhobo ezibalulekileyo ezinjengoomatshini bokubekwa be-SMT zisaxhomekeke ekuthengisweni ngaphandle.
III. Abaqhubi bemigaqo-nkqubo kunye noBuchule bophawu lwamazwe ngamazwe
Urhulumente waseIndiya ukhuthaza ukwenziwa kwemveliso yasekhaya ngohlengahlengiso lweerhafu kunye nesicwangciso se-PLI. Umzekelo, uhlahlo lwabiwo-mali luka-2025 lunciphise imisebenzi yokungenisa kumazwe angaphandle kumacandelo ephaneli yeTV ukuya kwi-0% ngelixa inyusa amaxabiso kwi-interactive flat-panel displays ukukhusela amashishini asekhaya. Iimpawu zamazwe ngamazwe ezifana ne-Samsung kunye ne-LG ziye zasabela ngokukhawuleza: I-Samsung icinga ukutshintsha inxalenye ye-smartphone kunye nemveliso ye-TV ukusuka eVietnam ukuya e-Indiya ukuze kuxhaswe inkxaso ye-PLI kunye nokunciphisa iindleko; I-LG yakhe umzi-mveliso omtsha eAndhra Pradesh ukuvelisa izinto ezimhlophe ezifana ne-air conditioner compressors, nangona inkqubela-phambili kwizixhobo zeTV zasekhaya zihlala zicotha.
Nangona kunjalo, izikhewu kubuchwepheshe kunye nokungonelanga kweziseko zoncedo kuthintela ukusebenza komgaqo-nkqubo. I-China sele ivelise i-Mini-LED kunye neepaneli ze-OLED ngobuninzi, ngelixa amashishini ase-Indiya esokola nangokwakhiwa kwegumbi elicocekileyo. Ukongeza, ulungiselelo olungasebenziyo lwaseIndiya lwandisa ixesha lothutho ukuya kuliphinda kathathu elo laseTshayina, kukhukulisa ngakumbi izibonelelo zeendleko.
IV. Izinto ezikhethwa ngabathengi kunye nokwahlulahlulwa kweMarike
Abathengi baseIndiya babonisa iipatheni zemfuno ezingafaniyo:
Ulawulo lwecandelo lezoqoqosho: iTier-2, iTier-3 izixeko, kunye neendawo zasemaphandleni zikhetha iiTV ezidityanisiweyo ezinexabiso eliphantsi, kuxhomekeke kwi.CKD(Ibethelwe Phantsi ngokupheleleyo) iikhithi zokunciphisa iindleko. Ngokomzekelo, ii-brand zasekhaya zaseIndiya zidibanisa iiTV zisebenzisa amacandelo aseTshayina angaphandle, amaxabiso emveliso yawo i-15-25% ephantsi kuneempawu zamazwe ngamazwe.
Ukunyuka kwecandelo leprimiyamu: Iiklasi eziphakathi ezidolophini zilandela i-TV ye-4K/8K kunye nezixhobo ezihlakaniphile. Idatha esuka kwi-2021 ibonisa ukuba ii-TV ze-55-intshi zibone ukukhula kwentengiso ngokukhawuleza, kunye nabathengi bekhetha ukongezwa njengee-soundbar kunye nee-remote smart. Ngaphaya koko, imakethi yezixhobo zekhaya ezihlakaniphileyo ikhula nge-17.6% ngonyaka, iqhuba imfuno yezixhobo ezilawulwa lilizwi kunye nezixhobo zokusasaza.
V. Imingeni kunye neeNdlela zekamva
IiBottlenecks ze-Supply Chain: Ukuxhomekeka kwexesha elifutshane kwikhonkco lonikezelo lwaseTshayina kuhlala kungenakuthintelwa. Umzekelo, ukungeniswa kwamashishini e-India kwiiphaneli zeLCD zaseTshayina kunyuke nge-15% unyaka nonyaka ngo-2025, ngelixa ulwakhiwo lwefektri yephaneli yasekhaya luhlala lukwinqanaba lokucwangcisa.
Uxinzelelo loPhuculo lweTekhnoloji: Njengoko itekhnoloji yokubonisa yehlabathi iguqukela kwi-Micro LED kunye ne-8K, amashishini aseIndiya asemngciphekweni wokubuyela ngasemva ngenxa yokungonelanga kotyalo-mali lwe-R&D kunye noovimba belungelo elilodwa lomenzi wechiza.
Umgaqo-nkqubo kunye ne-Ecosystemidabi: Urhulumente waseIndiya kufuneka alungelelanise ukukhusela amashishini asekhaya kunye nokutsala utyalo-mali lwangaphandle. Ngelixa isicwangciso se-PLI sitsale utyalo-mali oluvela kwiinkampani ezifana neFoxconn kunye neWistron, ukuthembela kwizixhobo eziphambili ezithunyelwa ngaphandle kuyaqhubeka.
Umbono wexesha elizayo: Imarike ye-TV ye-TV ye-TV iya kulandela i-double-track yendlela yophuhliso-icandelo lezoqoqosho liza kuqhubeka lixhomekeke kwi-chain chain yase-China, ngelixa i-premium segment ingagqobhoza ngokuthe ngcembe ngokusebenzisa intsebenziswano yobugcisa (umzekelo, intsebenziswano yeVideotex kunye ne-LG ukuvelisa ii-WebOS TVs). Ukuba i-Indiya inokomeleza ikhonkco layo lonikezelo lwangaphakathi kwisithuba seminyaka emi-5 ukuya kweli-10 (umzekelo, ukwakha iifektri zephaneli kunye nokulima italente ye-semiconductor), inokufumana indawo ebaluleke ngakumbi kwikhonkco lemizi-mveliso yehlabathi. Ngaphandle koko, iya kuhlala "i-assembly hub" ixesha elide.
Ixesha lokuposa: Aug-21-2025
