Ukungena kwikota yesibini ka-2026,imboni ye-elektroniki kunye nombane yehlabathiijongene noxinzelelo lweendleko olungazange lubonwe ngaphambili. Ukunyuka kwamaxabiso kushishino lonke, okuqhutywa yimfuno enkulu yamandla ekhompyutha e-AI kunye nokunyuka okukhulu kwamaxabiso eemveliso, kusasazeka ngokukhawuleza. Ukunyuka kwamaxabiso kuye kwaba yimvumelwano kulo lonke uthotho lwemizi-mveliso, ukusuka kwizinto eziphambili ukuya kwizixhobo zasekhaya ezisisigxina kunye nezixhobo ze-elektroniki zabathengi, nto leyo eguqula kakhulu imeko yemarike kunye nokukhetha kwabathengi.
1. Uxinzelelo oluphindwe kabini oluvela kwizixhobo eziluhlaza kunye neetships, iindleko zifikelele kumanqanaba aphezulu eminyaka emininzi
Ukunyuka kwamaxabiso okwenzekayo ngoku kuvela kwingxaki yokuthengiswa kwezinto ezimbini.
Kwicala lezinto ezisetyenzisiweyo, amaxabiso eempahla ezinkulu ezifana nekopolo, ialuminiyam kunye neeplastiki zeABS ayaqhubeka nokunyuka. Ukususela ekuqaleni kuka-Epreli, ixabiso lekopolo lifikelele kwi-RMB 94,452 ngetoni, linyuke nge-18.2% unyaka nonyaka; i-electrolytic aluminium inyuke nge-13.5% unyaka nonyaka; ixabiso leplastiki yeABS linyuke nge-26.2% unyaka nonyaka. I-Copper ibangela i-25%-30% yeendleko zokuvelisa i-air conditioner, yongeza ngaphezulu kwe-RMB 300 kwiyunithi nganye ye-1.5HP; amaxabiso efriji anyuke nge-80% kulo nyaka kuphela.
Kwicala le-chip kunye nezinto ze-elektroniki, amandla okuvelisa iiseva ze-AI abangele isiphumo sokuxinana. Abavelisi abakhulu bokugcina izinto kuquka i-Samsung kunye ne-SK Hynix batshintshe i-70%-80% yomthamo wabo ophambili kwi-HBM (High Bandwidth Memory), nto leyo ekhokelela ekufumaneni okuncinci kwe-DRAM kunye ne-NAND flash yabathengi. Amaxabiso ee-MCU kunye neetships zokugcina izinto zekhaya anyuke ngaphezulu kwe-30% kwiinyanga ezintandathu. Ngomhla wesi-3 ku-Epreli, iMitsubishi Gas Chemical yaseJapan ibhengeze ukunyuka kwamaxabiso nge-30% kumgca wemveliso yayo ye-copper-clad laminate (CCL), ilandelwa ngabavelisi abaphambili basekhaya abafana neKingboard kunye neNan Ya. Amaxabiso aphakathi kushishino lwe-PCB kulindeleke ukuba anyuke ngaphezulu kwe-20%.
2. Ishishini lezixhobo zaseKhaya likhokela ekuhlengahlengisweni kwamaxabiso, amaxabiso okuthengisa anyuka kakhulu ngo-Epreli
Uxinzelelo lweendleko lukhawuleze lwasasazeka kwimarike yokuthengisa. Ukususela nge-1 ka-Epreli, iimpawu eziphambili eziquka iMidea, iHaier kunye neTCL zinyuse amaxabiso okubonelela: ii-air conditioner zinyuke nge-5%-8% (RMB 100-150 ngeyunithi nganye); izixhobo zasekhitshini zinyuke nge-10%-20%; iimpahla ezimhlophe kunye nezixhobo zasekhaya ezincinci zinyuke nge-3%-5%; ezinye iimodeli eziphezulu zibone ukunyuka ngama-30%.
Olu hlengahlengiso lwamaxabiso lukwajolise ekubuyiseleni inzuzo yeshishini, eye yancitshiswa ziimfazwe zamaxabiso ezinde. Kunye notshintsho lomgaqo-nkqubo ka-2026 lwezibonelelo zokutshintshwa kwezixhobo zasekhaya ukusuka kwizibonelelo ezipheleleyo ezithe ngqo ukuya kwiikhuphoni zexesha elilinganiselweyo, umlinganiselo wenkxaso-mali uye wehla waya kwi-15%, okuvumela amaxabiso ukuba abuyele kancinci kancinci kwimigangatho yemarike. Abantu abangaphakathi kushishino baqikelela ukuba njengoko isitokhwe esinexabiso eliphantsi siphela, abathengi baya kuziva ukunyuka kwamaxabiso okucacileyo emva kukaMeyi.
3. Ukwandiswa koMbane we-PCB kunye ne-Semiconductor kuyakhawuleza, kodwa ukunqongophala kobonelelo lwexesha elifutshane kuyaqhubeka
Ijongene nemfuno enamandla, uthotho lwemizi-mveliso lukhawulezisa ukwandiswa kwamandla.I-SEMICON yaseTshayina ngo-2026 shinetyala lokuba iinkampani zokupakisha nokuvavanya ezifana neTaiji Semiconductor kunye neTongfu Microelectronics zibhengeze izicwangciso zokuphinda kabini amandla emveliso ngo-2026; abavelisi bePCB abaphambili basekhaya batyale imali engaphezulu kwe-RMB 40 yeebhiliyoni kumandla aphezulu.
Nangona kunjalo, ukwandiswa komthamo kubandakanya ixesha elide lokulibaziseka. Iifektri ze-semiconductor zithatha iinyanga ezili-18-24 ukwakhiwa, kwaye amaxesha okukhokela ukuhanjiswa kwezixhobo ze-PCB eziphezulu anokufikelela kwiminyaka emi-2. I-TrendForce iqikelela ukuba ukunqongophala kobonelelo kuya kuqhubeka kulo lonke u-2026, kwaye umkhwa wokunyuka kwamaxabiso unokwandiswa ukuya kwisiqingatha sokuqala sowama-2027. Ukuhlanganiswa kweshishini kuyaqina: amashishini aphambili aqinisa isikhundla sawo ngokusebenzisa iingenelo zobukhulu kunye netekhnoloji, ngelixa abavelisi abancinci nabaphakathi bejongene noxinzelelo oluphindwe kabini oluvela kwiindleko kunye nee-odolo, okukhawulezisa ukucocwa kwemarike.
4. Uxhotyiso lwe-AI luba sisitshixo sempumelelo, utshintsho oluphezulu luyakhawuleza
Iingxaki nazo zizisa amathuba. I-AWE 2026 iqinisekisile ukuba izixhobo zasekhaya ezisebenzisa i-AI ziye zaba yintshintsho ephambili kushishino. Izixhobo zasekhaya ezikrelekrele ezixhotyiswe ngeemodeli ezinkulu zolwimi ziye zaphucuka ukusuka "kwizixhobo ezisebenzayo" ukuya "kwii-assistants zendlela yokuphila", kunye namaxabiso eeyunithi enyuka nge-30%-100% kunye nemida epheleleyo ephucuka ngamanqaku eepesenti ezi-5-10. Ngomhla wama-31 kuMatshi, i-TCL yasayina isivumelwano neSony sokuseka i-joint venture yeshishini layo lokuzonwabisa ekhaya, nto leyo eyandisa uyilo oluphezulu nolwehlabathi kwicandelo leTV.
Ixesha lokuthumela: Epreli-10-2026
