Imakethe ye-elekthronikhi yabathengi yaseNdiya ikhula ngokushesha, ikakhulukazi emkhakheni wamathelevishini nezinto zawo. Ukuthuthuka kwayo kukhombisa izici ezihlukile zesakhiwo kanye nezinselele. Ngezansi ukuhlaziya okuhlanganisa usayizi wemakethe, isimo se-supply chain, imithelela yenqubomgomo, okuthandwa ngabathengi, namathrendi azayo
I. Usayizi Wemakethe kanye Namathuba Okukhula
Imakethe yama-elekthronikhi yabathengi baseNdiya kulindeleke ukuthi ifinyelele ku- $ 90.13 billion ngo-2029, ngenani lokukhula elihlanganisiwe lonyaka (CAGR) lama-33.44%. Ngenkathi imakethe yezinsiza ze-TV inesisekelo esincane, isidingo sobuhlakaniIzesekeli ze-TVikhula kakhulu. Isibonelo, imakethe ye-smart TV stick kulindeleke ukuthi ifinyelele ku-$30.33 billion ngo-2032, ikhule ngenani lonyaka lika-6.1%. Imakethe yesilawuli kude esihlakaniphile, enenani lamaRandi ayizigidi eziyi-153.6 ngo-2022, kulindeleke ukuthi yenyukele ku-$415 million ngo-2030. Ukwengeza, imakethe yamabhokisi asezingeni eliphezulu izofinyelela ku-$3.4 billion ngo-2033, nge-CAGR ka-1.87%, eqhutshwa ngokuyinhloko ukuguqulwa kwedijithali kanye nokuthandwa kwezinsizakalo ze-OTT.
II. Isimo Se-Supply Chain: Ukuthembela Kakhulu Kokungeniswayo, Ukukhiqiza Kwasekhaya Okubuthakathaka
Imboni ye-TV yaseNdiya ibhekene nenselelo enkulu: ukuncika kakhulu ekuthengisweni kwezingxenye ezibalulekile. Ngaphezu kuka-80% wezingxenye ezibalulekile ezifana namaphaneli abonisiwe, ama-driver chips, namabhodi kagesi atholakala e-China, ngamaphaneli e-LCD ewodwa enza u-60% wesamba sezindleko zokukhiqiza i-TV. Amandla okukhiqiza asekhaya ezingxenye ezinjalo eNdiya cishe awekho. Ngokwesibonelo,amabhodi omamafuthiamamojula we-backlightkuma-TV ahlanganiswe eNdiya ahlinzekwa kakhulu ngabathengisi baseShayina, futhi ezinye izinkampani zaseNdiya zize zingenise isikhunta samagobolondo sisuka eGuangdong, eChina. Lokhu kwethembela kwenza i-supply chain ibe sengozini yokuphazamiseka. Ngo-2024, ngokwesibonelo, i-India yabeka imisebenzi emelene nokulahla (okusuka ku-0% kuye ku-75.72%) kumabhodi esekethe aphrintiwe e-China (ama-PCB), ekhuphula ngokuqondile izindleko zezitshalo zomhlangano wendawo.
Ngaphandle kokuthi uhulumeni wase-India ethule uhlelo lwe-Production-Linked Incentive (PLI), imiphumela isalokhu inomkhawulo. Isibonelo, ukuhlanganyela kwe-Dixon Technologies ne-HKC yase-China ukwakha imboni yemojuli ye-LCD kusalinde ukugunyazwa kukahulumeni. I-ecosystem yase-India ye-supply chain ayikavuthwa, kanti izinto zokuthutha zibiza ngama-40% ngaphezu kwase-China. Ngaphezu kwalokho, izinga lokwengezwa kwenani lasendaweni ekukhiqizeni izinto zikagesi zase-India liyi-10-30% kuphela, futhi izisetshenziswa ezibalulekile njengemishini yokubeka i-SMT zisathembele ekuthengisweni kwamanye amazwe.
III. Abashayeli Benqubomgomo kanye Namasu Ophawu Lwamazwe Ngamazwe
Uhulumeni wase-India uthuthukisa ukukhiqizwa kwasekhaya ngokulungiswa kwentela kanye nohlelo lwe-PLI. Isibonelo, isabelomali sango-2025 sehlise imisebenzi yokungenisa ezingxenyeni zephaneli ye-TV yaba ngu-0% ngenkathi inyusa amanani emalini ebonisa amaphaneli ahlangene ukuze kuvikelwe izimboni zasekhaya. Imikhiqizo yamazwe ngamazwe njenge-Samsung kanye ne-LG iphendule ngokuqhubekayo: AbakwaSamsung bacabangela ukushintsha ingxenye yokukhiqizwa kwayo kwe-smartphone kanye ne-TV isuka e-Vietnam iye e-India ukuze isebenzise uxhaso lwe-PLI futhi yehlise izindleko; I-LG yakhe ifektri entsha e-Andhra Pradesh ukuze ikhiqize izingxenye zezimpahla ezimhlophe njengama-compressor air conditioner, nakuba inqubekelaphambili ekwenzeni izesekeli ze-TV zasendaweni ihlala ihamba kancane.
Kodwa-ke, izikhala zobuchwepheshe kanye nengqalasizinda esekelayo enganele kuphazamisa ukusebenza kwenqubomgomo. I-China isivele isikhiqize ngamaphaneli e-Mini-LED kanye ne-OLED akhiqizwe ngobuningi, kuyilapho amabhizinisi aseNdiya edonsa kanzima ngisho nokwakhiwa kwezindlu ezihlanzekile. Ukwengeza, ukungasebenzi kahle kwe-India kwelula isikhathi sokuthutha siphindwe kathathu kunesaseShayina, okuqhubeka nokucekela phansi izinzuzo zezindleko.
IV. Izintandokazi zabathengi kanye nokuhlukaniswa kwemakethe
Abathengi baseNdiya babonisa amaphethini okufunwa okungafani:
Ukubusa kwengxenye yezomnotho: I-Tier-2, amadolobha e-Tier-3, nezindawo zasemakhaya zikhetha ama-TV ahlanganisiwe abiza kancane, athembele kuwo.CKD(Awiswe Phansi Ngokuphelele) ukuze kwehliswe izindleko. Isibonelo, amabhrendi endawo aseNdiya ahlanganisa ama-TV esebenzisa izingxenye zesiShayina ezingenisiwe, abeka amanani emikhiqizo yawo ngo-15-25% ngaphansi kwemikhiqizo yamazwe ngamazwe.
Ukukhuphuka kwengxenye ye-premium: Izigaba ezimaphakathi emadolobheni zilandela ama-TV angu-4K/8K nezinsiza ezihlakaniphile. Idatha yango-2021 ikhombisa ukuthi ama-TV angama-55-intshi abone ukukhula kokuthengisa okushesha kakhulu, abathengi baya ngokuya bekhetha izengezo njengama-soundbar nama-smart remote. Ngaphezu kwalokho, imakethe yezinto zikagesi ezihlakaniphile zasekhaya ikhula ngo-17.6% minyaka yonke, ishayela isidingo samarimothi alawulwa ngezwi kanye namadivayisi okusakaza.
V. Izinselele kanye namathrendi esikhathi esizayo
I-Supply Chain Bottlenecks: Ukuthembela kwesikhashana ochungechungeni lokuhlinzekwa kwe-China kuhlala kungenakugwenywa. Isibonelo, ukungeniswa kwamanye amazwe kwamabhizinisi ase-India kwamaphaneli e-LCD ase-Chinese kukhuphuke ngo-15% unyaka nonyaka ngo-2025, kuyilapho ukwakhiwa kwefekthri yamaphaneli asekhaya kusalokhu kusesigabeni sokuhlela.
Ingcindezi Yokuthuthukiswa Kwezobuchwepheshe: Njengoba ubuchwepheshe bokubonisa bomhlaba buguqukela ku-Micro LED kanye ne-8K, amabhizinisi ase-India asengozini yokusalela emuva kakhulu ngenxa yokungatholakali kwezimali kwe-R&D kanye nemithombo yelungelo lobunikazi.
Inqubomgomo kanye ne-Ecosystemimpi: Uhulumeni wase-India kufanele alinganisele ukuvikela izimboni zasekhaya nokuheha abatshalizimali bakwamanye amazwe. Nakuba uhlelo lwe-PLI luhehe ukutshalwa kwezimali ezinkampanini ezifana ne-Foxconn ne-Wistron, ukuthembela kumathuluzi abalulekile angenisiwe kusaqhubeka.
I-future Outlook: Imakethe yezinsiza ze-TV yase-India izolandela indlela yokuthuthukiswa kwezingoma ezimbili—ingxenye yomnotho izoqhubeka nokuncika echungechungeni lokuhlinzekwa kwe-China, kuyilapho ingxenye ye-premium ingase inqamule kancane kancane ngokusebenzisana kobuchwepheshe (isb, ukubambisana kwe-Videotex ne-LG ukukhiqiza ama-WebOS TV). Uma i-India ingaqinisa uchungechunge lwayo lokuhlinzekwa kwempahla yasekhaya phakathi neminyaka engu-5-10 (isb, amafekthri okwakha amaphaneli kanye nokuhlakulela ithalente le-semiconductor), ingathola isikhundla esibaluleke kakhulu ochungechungeni lwezimboni zomhlaba wonke. Uma kungenjalo, izohlala "ihabhu lomhlangano" isikhathi eside.
Isikhathi sokuthumela: Aug-21-2025
