Imarike ye-elektroniki yabathengi baseIndiya ikhula ngokukhawuleza, ngakumbi kwicandelo leethelevishini kunye nezixhobo zazo. Uphuhliso lwayo lubonisa iimpawu kunye nemingeni eyahlukileyo yesakhiwo. Apha ngezantsi kukho uhlalutyo olugubungela ubungakanani bemarike, imeko yekhonkco lokubonelela, impembelelo yomgaqo-nkqubo, izinto ezikhethwa ngabathengi, kunye neendlela zexesha elizayo.
I. Ubungakanani beMarike kunye nokuKhula okunokwenzeka
Imarike yezixhobo ze-elektroniki zabathengi baseIndiya kulindeleke ukuba ifikelele kwi-$90.13 yeebhiliyoni ngo-2029, kunye nezinga lokukhula lonyaka elidibeneyo (CAGR) le-33.44%. Nangona imarike yezixhobo zeTV inesiseko esincinci, imfuno yezixhobo ezikrelekrele.Izixhobo zeTVikhula kakhulu. Umzekelo, imakethi ye-smart TV stick kulindeleke ukuba ifikelele kwi-$30.33 yeebhiliyoni ngo-2032, ikhule ngesantya sonyaka se-6.1%. Imakethi ye-smart remote control, exabisa i-$153.6 yezigidi ngo-2022, kulindeleke ukuba inyuke iye kwi-$415 yezigidi ngo-2030. Ukongeza, imakethi yebhokisi ye-set-top iya kufikelela kwi-$3.4 yeebhiliyoni ngo-2033, nge-CAGR ye-1.87%, eqhutywa ikakhulu lutshintsho lwedijithali kunye nokwanda kweenkonzo ze-OTT.
II. Imeko yoThengiso lweZibonelelo: Ukuthembela kakhulu kwiimpahla ezingeniswa kwamanye amazwe, uButhathaka boKwenziwa kweMveliso yasekhaya
Ishishini leTV laseIndiya lijongene nomceli mngeni onzima: ukuxhomekeka kakhulu ekuthengisweni kwezinto eziphambili. Ngaphezulu kwe-80% yeendawo eziphambili ezifana neepaneli zokubonisa, iitships zomqhubi, kunye neebhodi zamandla zivela eTshayina, apho iipaneli zeLCD zodwa zibangela i-60% yeendleko zemveliso yeTV iyonke. Amandla emveliso yasekhaya yaloo macandelo eIndiya phantse awekho. Umzekelo,iibhodi zomamakwayeiimodyuli zezibane zangasemvaKwiiTV ezidityaniswe eIndiya, uninzi lwazo lubonelelwa ngabathengisi baseTshayina, kwaye ezinye iinkampani zaseIndiya zize zingenise ii-shell molds ezivela eGuangdong, eTshayina. Oku kuxhomekeka kwenza uthotho lokubonelela lube sesichengeni sokuphazamiseka. Umzekelo, ngo-2024, iIndiya yabeka imithwalo yokulwa nokulahla inkunkuma (ukusuka kwi-0% ukuya kwi-75.72%) kwiibhodi zesekethe eziprintiweyo zaseTshayina (ii-PCB), nto leyo eyandisa ngokuthe ngqo iindleko zezityalo zokuhlanganisa zasekuhlaleni.
Nangona urhulumente waseIndiya eqalise inkqubo yeProduction-Linked Incentive (PLI), iziphumo zisabonakala zincinci. Umzekelo, intsebenziswano yeDixon Technologies ne-HKC yaseTshayina yokwakha umzi-mveliso we-LCD module isalinde imvume karhulumente. Inkqubo ye-ecosystem ye-supply chain yasekhaya yaseIndiya ayivuthwanga, kwaye iindleko ze-logistics ziphezulu ngama-40% kunaseTshayina. Ngaphezu koko, izinga lokongeza ixabiso lendawo kwimveliso ye-elektroniki yaseIndiya liyi-10-30% kuphela, kwaye izixhobo ezibalulekileyo ezifana noomatshini bokubeka ii-SMT zisaxhomekeke ekungenisweni kwempahla.
III. Abaqhubi beMigaqo-nkqubo kunye namaqhinga ophawu lwamazwe ngamazwe
Urhulumente waseIndiya ukhuthaza ukuveliswa kwemveliso yasekhaya ngokulungiswa kwerhafu kunye nesicwangciso se-PLI. Umzekelo, uhlahlo lwabiwo-mali luka-2025 lunciphise irhafu yokungenisa izinto kwiinxalenye zephaneli yeTV ukuya kwi-0% ngelixa lunyusa irhafu kwizibonisi ezithe tyaba ezisebenzisanayo ukukhusela amashishini asekhaya. Iimpawu zamazwe ngamazwe ezifana neSamsung kunye ne-LG ziphendule ngokukhawuleza: I-Samsung icinga ngokutshintshela inxalenye yemveliso yayo ye-smartphone kunye neTV ukusuka eVietnam ukuya eIndiya ukuze isebenzise inkxaso-mali ye-PLI kwaye inciphise iindleko; I-LG yakhe umzi-mveliso omtsha e-Andhra Pradesh ukuvelisa izinto zeempahla ezimhlophe ezifana nee-compressors zomoya opholileyo, nangona inkqubela phambili ekufumaneni izixhobo zeTV kwindawo ethile isahamba kancinci.
Nangona kunjalo, izikhewu zobuchwepheshe kunye nokungabikho kweziseko ezixhasayo ezingonelanga kuthintela ukusebenza kakuhle komgaqo-nkqubo. I-China sele ivelise iiphaneli ze-Mini-LED kunye ne-OLED ngobuninzi, ngelixa amashishini aseIndiya esokola nokwakhiwa kwegumbi lokucoca. Ukongeza, ukungasebenzi kakuhle kwe-logistics yaseIndiya kwandisa ixesha lokuthuthwa kwezinto ukuya kuthi ga kathathu kunelase-China, nto leyo enciphisa ngakumbi iindleko.
IV. Ukukhethwa kwabathengi kunye nokwahlulwahlulwa kweMarike
Abathengi baseIndiya babonisa iipateni zemfuno ezahlukileyo:
Ulawulo lwecandelo lezoqoqosho: Izixeko zeTier-2, iTier-3, kunye neendawo zasemaphandleni zikhetha iiTV ezidityanisiweyo ezingabizi kakhulu, zixhomekeke kwiI-CKDIikiti (eziKnocked Down ngokupheleleyo) ukunciphisa iindleko. Umzekelo, iimpawu zaseIndiya zasekuhlaleni zidibanisa iiTV zisebenzisa izixhobo zaseTshayina ezingeniswe kwamanye amazwe, zibeka ixabiso leemveliso zazo phantsi nge-15-25% kuneemveliso zamazwe ngamazwe.
Ukunyuka kwecandelo leprimiyamu: Iiklasi eziphakathi zasezidolophini zilandela iiTV ze-4K/8K kunye nezixhobo ezikrelekrele. Idatha evela ngo-2021 ibonisa ukuba iiTV ze-intshi ezingama-55 zibone ukukhula kwentengiso okukhawulezayo, abathengi bekhetha ngakumbi izongezo ezifana nee-soundbars kunye nee-smart remotes. Ngaphezu koko, imakethi yezixhobo zasekhaya ezikrelekrele ikhula nge-17.6% ngonyaka, nto leyo eqhuba imfuno yee-remotes ezilawulwa lilizwi kunye nezixhobo zokusasaza.
V. Imingeni kunye neendlela zexesha elizayo
Iingxaki zeTyathanga lokuNikezela ngeenkonzo: Ukuthembela kwexesha elifutshane kwityathanga lokuNikezela ngeenkonzo laseTshayina akuphepheki. Umzekelo, ukungeniswa kweephaneli zeLCD zaseTshayina ngamashishini aseIndiya kunyuke nge-15% unyaka nonyaka ngo-2025, ngelixa ukwakhiwa kwefektri yeephaneli zasekhaya kusasekwinqanaba locwangciso.
Uxinzelelo Lokuphuculwa Kweteknoloji: Njengoko iteknoloji yokubonisa yehlabathi itshintsha iye kwi-Micro LED kunye ne-8K, amashishini aseIndiya asengozini yokuwa ngasemva ngenxa yotyalo-mali olungonelanga lwe-R&D kunye nokugcinwa kwamalungelo obunikazi.
Umgaqo-nkqubo kunye neNkqubo yendaloidabiUrhulumente waseIndiya kufuneka alinganisele ukukhusela amashishini asekhaya kunye nokutsala utyalo-mali lwangaphandle. Nangona isicwangciso se-PLI sitsale utyalo-mali kwiinkampani ezifana neFoxconn kunye neWistron, ukuthembela kwizixhobo eziphambili ezingenisiweyo kuyaqhubeka.
Imbono Yexesha Elizayo: Imakethi yezixhobo zeTV yaseIndiya iya kulandela indlela yophuhliso olunemizila emibini—icandelo lezoqoqosho liya kuqhubeka lixhomekeke kwikhonkco lokubonelela laseTshayina, ngelixa icandelo leprimiyamu lisenokuphumelela kancinci kancinci ngokusebenzisana kobuchwephesha (umz., intsebenziswano yeVideotex neLG ukuvelisa iiWebOS TVs). Ukuba iIndiya inokuqinisa ikhonkco layo lokubonelela lasekhaya kwiminyaka emi-5-10 (umz., ukwakha iifektri zephaneli kunye nokukhulisa italente ye-semiconductor), inokufumana isikhundla esibalulekileyo kwikhonkco lezoshishino lehlabathi. Ngaphandle koko, iya kuhlala “isikhungo sokudibanisa” ixesha elide.
Ixesha lokuthumela: Agasti-21-2025
