Ngokumelene nesizinda sokuncintisana okushubile emakethe ye-elekthronikhi yabathengi yomhlaba wonke, izesekeli ze-TV, njengesixhumanisi esibalulekile ochungechungeni lwezimboni, zibhekene nezinselelo eziningi ezifana nezithiyo zohwebo eziqinisiwe, ukuncintisana okufanayo, namazinga obuchwepheshe athuthukisiwe. Phakathi kwabo, jikeleleLCD motherboards,ama-backlight strips, futhiAma-LNB (Ama-Low Noise Blocks)Isebenza njengezinsiza eziyinhloko ze-TV, enezici ezihlukene zokufunwa kwemakethe: usayizi wemakethe wamabhodi womama we-LCD aseChina kulindeleke ukuthi afinyelele ku-6.23 billion yuan ngo-2025, usayizi wemakethe ye-backlight strip cishe u-4.85 billion yuan, kanti imakethe ye-LNB ikhula ngesilinganiso esingu-7.8% eqhutshwa ukuthandwa kwe-satellite TV. Le sethi yedatha ayigqamisi nje kuphela amandla emakethe ehlukene kodwa futhi iveza ukuphuthuma kokuthuthukiswa kwezimboni. Lesi sihloko sizohlola ukuthi amabhizinisi akhiqiza lezi zinhlobo ezintathu zezesekeli ze-TV angafinyelela kanjani ekukhuleni kwempumelelo ekuhwebeni kwamanye amazwe kusukela ezinhlangothini ezine: ukuhlaziywa kwethrendi yemakethe, ukwakhiwa kabusha kwenani lomkhiqizo, ukusungulwa kwemodeli yesiteshi, nokwakhiwa kwesistimu yokuthobelana.
I. Ukuhlaziywa Kwethrendi: Ukubamba Izimakethe Ezintathu Eziyinhloko Ezikhulayo
Imakethe yezinsiza ze-TV yomhlaba wonke ikhombisa ukuhlukaniswa kwesakhiwo, futhi ukubeka ngokunembayo izimakethe ezikhulayo kuyisisekelo sokuqhamuka. Ngokombono wesifunda, amazwe aseduze ne-“Belt and Road” abe yizimakethe ezisafufusa ezinamandla kakhulu. Lezi zifunda zinesidingo esinamandla sezinsiza ezibiza izindleko zokulalelwayo nezibukwayo futhi zincike kakhulu ochungechungeni lokuhlinzekwa kwe-China ngenxa yamakhono alinganiselwe okukhiqiza asendaweni. Uma kuqhathaniswa nezinga lokukhula elingu-5% -8% lezimakethe zendabuko zaseYurophu nezaseMelika, ivolumu yokungenisa yezinsiza ze-TV eNingizimu-mpumalanga ye-Asia, eMpumalanga Ephakathi nezinye izifunda zinezinga lokukhula eliphakathi konyaka lika-15% -20%. Phakathi kwazo, i-Indonesia, iSaudi Arabia namanye amazwe abone ukwanda konyaka nonyaka okungama-32% kumthamo wokungenisa wama-adaptha ngo-2024 ngenxa yokutshalwa kwezimali kwengqalasizinda kanye nokuthuthukiswa kokusetshenziswa.
Izimakethe ezihlukene ezidalwe ukuphindaphindwa kwezobuchwepheshe nazo zidinga ukunakwa. Ngokusatshalaliswa kwama-TV e-4K/8K ultra-high-definition (izinga lokungena emhlabeni wonke kulindeleke ukuthi lidlule u-45% ngo-2025), isidingo samabhodi omama we-LCD wendawo yonke asekela i-HDR10+ kanye namazinga aphezulu okuvuselela sesikhulile. Le mikhiqizo inokuhlanganiswa okuphezulu namandla ekhompuyutha aqinile, futhi intengo yawo yeyunithi ingafinyelela izikhathi eziphindwe ka-2-4 kunamabhodi omama ajwayelekile, okubalelwa ku-52% wokuthengiswa esifundeni saseYangtze River Delta. Emkhakheni wemigqa ye-backlight, ubuchwepheshe be-Mini LED busheshisa ukushintshwa kwama-LED endabuko, futhi izinga lokungena kwe-Mini LED backlight strips enokukhanya okuphezulu kanye nokusetshenziswa kwamandla okuphansi kuma-TV asezingeni eliphezulu kulindeleke ukuthi kudlule u-20% ekupheleni konyaka. Imikhiqizo ye-LNB ithuthukela ekuchazeni okuphezulu kanye nokuxhumana ngezindlela ezimbili, futhi isidingo sama-LNB asekela ukwamukelwa kwesignali yesathelayithi engu-4K ezimakethe zase-Europe naseMpumalanga Ephakathi sinezinga lokukhula lonyaka elingaphezu kuka-15%, libe ithrekhi eyinhloko yokuncintisana okuhlukene.
Izimakethe eziqhutshwa yinqubomgomo ziveza amathuba okukhula kungazelelwe. Inqubomgomo yaseShayina yokuhwebelana ngemishini yasendlini ikhulise ngo-6.8% ekuthengisweni kwezitolo ze-TV ngo-2024, lapho u-37.2% wayo udayiswe ngeziteshi zokuhwebelana, okuqhubekisela phambili isidingo sezinsiza ezisekelayo. Lesi sabelo senqubomgomo sidlulela phesheya kwezilwandle: “I-Carbon Border Adjustment Mechanism” (CBAM) ye-EU iphoqa amabhizinisi ukuthi athuthukise imikhiqizo eluhlaza, kuyilapho i-US “CHIPS Act Act” ihlinzeka ngoxhaso lwezingxenyekazi zekhompyutha ezihlakaniphile, okudala amathuba okufinyelela ezinkampanini zaseShayina ezinenzuzo yezobuchwepheshe.
II. Ukuphumelela Komkhiqizo: Ushintsho lusuka “ekusebenzeni kahle kwezindleko” luye “ku-Value Innovation”
(I) Ukuthuthukiswa Kwezobuchwepheshe Ukuze Kwakhiwe I-Moat
Umnyombo wokuqeda ukuncintisana okulinganayo usekusungulweni kwezobuchwepheshe. Imakethe yamanje iveza izici "zamamodeli ayisisekelo agcwele kanye namamodeli aphezulu anganele": emkhakheni wamabhodi omama we-LCD wendawo yonke, umkhawulo wenzuzo wemikhiqizo yezinga lokungena ungaphansi kuka-6%, kuyilapho umkhawulo wenzuzo enkulu yamabhodi omama ahlakaniphile asekela ukuthuthukiswa kwesithombe se-AI kanye nokwandiswa kwe-multi-interface kungafinyelela ngaphezu kuka-30%; emakethe ye-backlight strip, imichilo ye-LED yendabuko ibhekana nokuncintisana kwamanani aqinile, kuyilapho imichilo ye-Mini LED igcina umkhawulo wenzuzo oyisamba esingu-28% -35% ngenxa yezithiyo zobuchwepheshe; emikhiqizweni ye-LNB, amamodeli anencazelo ejwayelekile asabala u-60%, kodwa amamodeli anendlela-mbili anencazelo ephezulu akhula kakhulu. Amabhizinisi kufanele agxile ezindleleni ezintathu ezinkulu zobuchwepheshe: okokuqala, ukuthuthukisa izingxenye eziyinhloko - amabhodi womama we-LCD wendawo yonke kufanele asheshise ukuthuthukiswa kwezixazululo ezihlanganisa ama-AI chips nokusekela ukukhishwa kwekhodi kwe-8K, imichilo yokukhanya kwe-backlight kufanele ikhuthaze impumelelo kubuchwepheshe bokupakisha be-Mini LED chip, futhi ama-LNB kufanele athuthukise amamojula athola incazelo ephezulu asekela i-DV3 ejwayelekile; okwesibili, ukuhlanganisa imisebenzi ehlakaniphile - amabhodi omama kufanele engeze isilawuli sezwi kanye nezindawo zokuxhumanisa idivayisi, imichilo yokukhanya kufanele ithuthukise ukulungiswa kokushisa kombala kanye nemisebenzi yokufiphaza ehlakaniphile, futhi ama-LNB kufanele ahlanganise amamojula okuxhumana kwenethiwekhi ukuze azuze ukuxhumana kwedatha yezindlela ezimbili; okwesithathu, ubuchwepheshe obuluhlaza kanye nekhabhoni ephansi - amabhodi omama kufanele asebenzise ama-chips anamandla aphansi, imichilo yokukhanya kufanele isebenzise izinto zokupakisha ezinobungani bemvelo, futhi ama-LNB kufanele athuthukise ukwakheka kwesifunda ukuze kuncishiswe ukusetshenziswa kwamandla, ukuze kuhlangatshezwane nezidingo zesitifiketi se-EU CE, i-US ENERGY STAR nezinye izindinganiso kusengaphambili.
(II) Idizayini Yesixazululo Esisekelwe Kwisimo
Ukushintsha usuka emkhiqizweni owodwa uye kusixazululo esisekelwe kusimo kuyisihluthulelo sokwandisa inani elengeziwe. Dizayina amaphakheji enziwe ngendlela oyifisayo amaqembu ahlukene abasebenzisi: qalisa "izixazululo ezisekela umshini ophelele" ze-TV整机abakhiqizi, abahlinzeka ngezinhlanganisela zokuthenga okukodwa kwamabhodi omama we-LCD wendawo yonke + ama-backlight strips + LNBs, anezinhlelo zokushayela ezikhethekile nezinsizakalo zokususa iphutha; sungula “amaphakheji okuthuthukisa okulungisa” emakethe yokulungisa, okuhlanganisa amabhodi omama kanye nemigqa ekhanyayo yamamodeli ahlukene namathuluzi okufaka, anamathiselwe nezincwadi ezinemininingwane zokuxilonga amaphutha; ukunikeza "izixazululo zokuhlanganiswa kwesistimu" ku-opharetha we-TV yesathelayithi yaphesheya kwezilwandle, ukuhlanganisa ama-LNB anencazelo ephezulu, izihlukanisi zesignali kanye nemishini yokulungisa iphutha. Ibhizinisi lasePearl River Delta lethule “ikhithi yokuthuthukisa ye-4K TV” (okuhlanganisa namabhodi omama ahlakaniphile + Imichilo yokukhanya yangemuva kwe-Mini LED), futhi ngokusebenzisana nemikhiqizo ye-TV yasendaweni, yazuza ukukhula kwekota ngekota okungu-95% kumthamo wokuthunyelwa kwempahla, okufakazela umthelela oqinile wokuqhuba ukumaketha okusekelwe kusimo.
(III) Iphrojekthi Yokuthuthukisa Ikhwalithi Yesistimu
Isitifiketi sokuthobela umthetho sesiphenduke “iphasi” lokufinyelela kwezohwebo lwangaphandle. Ekupheleni kuka-2024, i-87% yemikhiqizo ye-TV evamile isiqedile ukugunyazwa kwemvelo, futhi imikhiqizo yezinsiza ifakiwe ekugadweni okuhlangene. Amabhizinisi adinga ukusungula uhlelo lokulawula ikhwalithi olugcwele inqubo yonke: amabhodi omama we-LCD wendawo yonke adinga ukuphasa izitifiketi ze-EU RoHS 3.0 kanye ne-US FCC ukuze aqinisekise ukuthotshelwa kwama-chip nezingxenye ze-elekthronikhi; ama-backlight strips kufanele ahambisane nezindinganiso ze-EU ERP zokonga amandla ukuze kukhawulwe okuqukethwe kwe-mercury; Imikhiqizo ye-LNB idinga ukudlula i-CE (EU), i-FCC (US), i-GCF (i-Global Certification Forum) nezinye izitifiketi ukuze kuqinisekiswe ukusimama kokwamukela isignali kanye nokuhambisana kwe-electromagnetic. Kuhle kakhulu ukuqaphela ukuthi "I-Waste Electrical and Electronic Equipment Directive" entsha ye-EU (WEEE 2.0) izosetshenziswa ngo-2026, idinga ukuthi izinga lokugaywa kabusha komkhiqizo likhuphuke libe ngu-85%. Amabhizinisi adinga ukulungisa ukwakheka komkhiqizo kusenesikhathi: ama-motherboards e-LCD jikelele asebenzisa idizayini yesekethe eyimodulayo, imichilo yokukhanya kwangemuva ithuthukisa ukuhlelwa kobuhlalu besibani ukuze kuhlakazwe kalula, futhi ama-LNB enza lula ukwakheka kwamagobolondo ukuze kuthuthukiswe ukusebenziseka kabusha.
III. Ukuqamba Okusha Kwesiteshi: Ukwakha i-Omni-Channel Digital Marketing Network
(I) Ukusebenza Okujulile Kwe-Cross-Border E-Commerce
Imodeli yendabuko yohwebo lwangaphandle isheshisa ukuguqulwa kwayo ibe yidijithali. Amabhizinisi kufanele agxile ekwandiseni “izitolo zohlobo oluphambili” ezinkundleni ezifana ne-Amazon ne-eBay, futhi enze imisebenzi eqhutshwa yidatha ngokuya nezici zezinhlobo ezintathu zemikhiqizo: amabhodi omama we-LCD jikelele agqamisa amapharamitha obuchwepheshe njengamamodeli ama-chip namandla okukhipha amakhodi, futhi akhiqize amavidiyo okuhlola ama-motherboard ukuze abonise ukusebenza; ama-backlight strips agcizelela izinkomba ezifana nokukhanya, ukusetshenziswa kwamandla nempilo yokuphila, futhi anamathisele amashadi wokuqhathanisa wemiphumela yangempela yokufaka; Ama-LNB agxile ezindaweni zokuthengisa ezifana nokuzwela kokwamukela isignali nokuhambisana, futhi anikeze imihlahlandlela yokujwayela yesignali yesathelayithi yezifunda ezihlukahlukene. Yethula Uhlu oluhlukanisiwe kumasayithi ahlukene: isibonelo, amasayithi aseYurophu nawaseMelika agcizelela isitifiketi sobuchwepheshe nokusebenza okuphezulu, kuyilapho amasayithi aseNingizimu-mpumalanga ye-Asia egqamisa ukusebenza kahle kwezindleko kanye nokugcinwa kalula; ukwenza "ukukhangisa kwangaphakathi kwesayithi + ngaphandle kwesizinda i-KOL" ukumaketha, futhi usebenzisane nama-blogger okunakekela i-TV kanye nama-KOL wokubuyekeza nge-elekthronikhi ukwenza izivivinyo zangempela zomkhiqizo ukwandisa ukuchayeka komkhiqizo. Idatha ikhombisa ukuthi ngo-2024, ivolumu ye-oda eliwela umngcele wamabhodi omama we-LCD wendawo yonke asekela ukwenziwa ngokwezifiso kwepharamitha yezobuchwepheshe inyuke ngo-82% unyaka nonyaka, okubonisa ukuthi ukumaketha okunembayo kungaqhuba ngempumelelo isidingo sabathengi abangochwepheshe.
(II) Ukungena Ngokwendawo Kweziteshi Ezingaxhunyiwe Ku-inthanethi
Ukwakhiwa kwamashaneli angaxhunyiwe ku-inthanethi ezimakethe ezisafufusa kubaluleke kakhulu. ENingizimu-mpumalanga ye-Asia, sebenzisana nezikhungo zendawo zokulungisa i-TV ukuze kusungulwe inethiwekhi yokuphakelwa kwezingxenye ezishintshayo zamabhodi omama we-LCD wendawo yonke kanye nama-backlight strips; emakethe yaseMpumalanga Ephakathi, hlala ezitolo zezinsiza ze-elekthronikhi ezindaweni zebhizinisi eziyinhloko njenge-Dubai Mall, umise izindawo zokuhlangenwe nakho komkhiqizo we-LNB, futhi ubonise imiphumela yokwamukela isignali yesathelayithi enencazelo ephezulu; emakethe yaseYurophu, sungula ukusebenzisana kwamasu namashaneli ayiketango njengeMedia Markt, futhi ifake imichilo yokukhanya engemuva kwe-Mini LED esezingeni eliphezulu kanye namabhodi omama e-LCD ahlakaniphile “ezindaweni zabo zokuthuthukisa i-TV”. Ezimakethe ezibalulekile, cabanga ukusetha izindawo zokugcina izimpahla zaphesheya kwezilwandle ukuze ugcine amabhodi omama kanye nemigqa ekhanyayo yamamodeli asetshenziswa kakhulu ukufinyeza umjikelezo wokulethwa kwezingxenye zokulungisa. Idatha ikhombisa ukuthi isivinini sokuphendula sama-oda wezingxenye zokulungisa ezithunyelwa zisuka ezinqolobaneni zaphesheya yizinsuku ezi-3-5 ngokushesha kune-imeyili eqondile, futhi ukwaneliseka kwamakhasimende kukhuphuka ngo-25%.
(III) Ukuthuthukiswa Kwezinkundla Ze-E-Commerce ze-B2B Cross-Border
Amapulatifomu afana ne-Alibaba International Station kanye ne-Made-in-China kuseyiziteshi ezibalulekile zokuthola ama-oda amaningi. Amabhizinisi kufanele athuthukise ukusebenza kwesitolo seplathifomu: akhiqize izinguqulo zezilimi eziningi zokucaciswa kobuchwepheshe, imibiko yezitifiketi namamanuwali okufakwa ezinhlobo ezintathu zemikhiqizo, amabhodi omama we-LCD agqamisa idatha yokuhlola ukuhambisana, imichilo yokukhanya engemuva inamathisela imibiko yokuhlola ubude besikhathi sokuphila, futhi ama-LNB ahlinzeka ngezikimu zokuzivumelanisa nezimo zamabhande amafrikhwensi esathelayithi ahlukene; bonisa imigqa yokukhiqiza yebhodi le-motherboard ye-SMT, amaworkshop wokuhlanganisa ama-strip light kanye nezindawo zokusebenzela zokulungisa iphutha ze-LNB ngomsebenzi “wokuvakasha kwasembonini bukhoma” ukuze kuthuthukiswe ukwethenjwa komthengi; iqhaza "emibukisweni ekhethekile yezisetshenziswa ze-elekthronikhi yabathengi" ebanjwa inkundla ukusunduza imikhiqizo ku-TV整机abakhiqizi, abahlinzeki besevisi yokulungisa kanye nabaqhubi be-TV besathelayithi. Kumakhasimende amakhulu anevolumu yokuthengwa kwempahla yonyaka edlula amadola aseMelika ayisigidi, ahlinzeka ngezinsizakalo ezenziwe ngokwezifiso, ezifana nokwenza ngokwezifiso ilogo kumabhodi womama we-LCD wendawo yonke, ukwenza ngokwezifiso izinga lokushisa lombala emicu yokukhanya kwangemuva, nokwenza ngokwezifiso ibhendi ye-LNBs, ukusungula ubudlelwano bokubambisana besikhathi eside nobuzinzile.
IV. Isiqinisekiso Sokuthobelana: Ukusungula Uhlelo Lokuvikela Nokulawula Ubungozi Lomhlaba Wonke
(I) Ukuqapha Okunamandla Kwezinqubomgomo Zohwebo
Ukungaqiniseki kwesimo sokuhwebelana emhlabeni kunyukile, futhi amabhizinisi adinga ukusungula indlela yokuqapha inqubomgomo. Gxila kuzinqubomgomo zokwehliswa kwentela zamazwe angamalungu e-RCEP, futhi usebenzise umthetho wokuqongelela wesifunda ukuze unciphise umthwalo wentela wezinto ezisetshenziswayo zikagesi ezifana namabhodi omama we-LCD kanye nemichilo yokukhanya kwangemuva; ukulandelela uphenyo olumelene nokulahlwa kanye nokuphikisana nemikhiqizo ye-elekthronikhi yase-China eyenziwa yi-Europe kanye ne-United States, futhi enze ukubalwa kwezindleko kanye nokulungiswa kwamasu amanani emikhiqizo ye-LNB kusenesikhathi; qaphela ukubuyekezwa kwemithetho yezobuchwepheshe emazweni ahlukahlukene, njengohlu olusha lwezinto eziyingozi ezikhawulelwe ezingxenyeni ze-elekthronikhi ngaphansi komthetho we-EU REACH kanye nezimfuneko ezintsha zokonga amandla ezisekelini ze-TV yi-US FDA. Kutuswa ukusungula ithimba elizinikele lokuthobela noma ukusebenzisana nezikhungo zokubonisana ezingochwepheshe ukuze kuqinisekiswe ukuthi izinhlobo ezintathu zemikhiqizo zihlangabezana nazo zonke izidingo zokufinyelela emakethe eqondiwe, ikakhulukazi ilayisense yokusebenzisa amaza omsakazo ehilelekile emikhiqizweni ye-LNB.
(II) Ukwakhiwa Okuqinile Kochungechunge Lokuhlinzeka Ngempahla
Izingxabano ze-geopolitical kanye nezifo eziwumshayabhuqe eziphindaphindayo zigqamisa ukubaluleka kokuqina kwe-supply chain. Amabhizinisi angakwazi ukusebenzisa ukwakheka kokukhiqizwa kwe-“China + 1″, amise amafekthri e-SMT patch amabhodi womama we-LCD wendawo yonke kanye nezimboni zokuhlanganisa ama-backlight strips emazweni aseNingizimu-mpumalanga ye-Asia njengeVietnam neMalaysia ukuze kuncishiswe ubungozi bendawo yokukhiqiza eyodwa; asayine izivumelwano zokubambisana zesikhathi eside nabahlinzeki be-chip core (njengeMediaTek ne-MStarad) kanye nomkhiqizi we-LED we-LED (njenge-LED) amanani entengo yezinto ezisetshenziswayo ezibalulekile zamabhodi omama we-LCD kanye nama-backlight strips, asungule indlela yokusabela ezimeni eziphuthumayo, futhi enze ezinye izinhlelo zabahlinzeki ngezinkinga ezifana nokushoda kwama-head chips adingekayo emikhiqizweni ye-LNB Idatha ikhombisa ukuthi amabhizinisi ezinto ezisetshenziswayo ze-TV anamaketanga ahlukahlukene anikezela ngempahla abenezinga eliphezulu elingama-28% lokulethwa kwe-oda elingaphezu kwe-2024 yebhizinisi lokulethwa kwezinkinga emhlabeni jikelele. ukuzinza kwamabhodi omama we-LCD we-universal kwaba ngcono kakhulu.
(III) Isu Lokuvikela Impahla Yengqondo
Izingxabano zempahla yengqondo seziphenduke enye yezingozi ezinkulu zohwebo lwangaphandleamabhizinisi. Amabhizinisi kufanele aqinise ukuvikelwa kwelungelo lobunikazi kwemiphumela ezimele ye-R&D, futhi aqhube ukwakheka kwelungelo lobunikazi kumklamo wesekethe wamabhodi omama we-LCD wendawo yonke, ukwakheka kokushabalalisa ukushisa kwemichilo yamalambu angemuva, kanye nesekhethi yokukhulisa isignali yama-LNB ezimakethe ezinkulu zokuthumela ngaphandle; ugweme ukuhlukumeza amalungelo empahla yokukhalipha abanye, futhi wenze ukusesha okuphelele kwezixazululo zobuchwepheshe kanye nemiklamo yokubukeka kwezinhlobo ezintathu zemikhiqizo, ikakhulukazi i-algorithm yokuqopha ehilelekile kumabhodi omama we-LCD wendawo yonke kanye nobuchwepheshe bokumodulisa nokwehlisa ama-LNB; ukusebenzisana nezinkampani zezomthetho ezichwepheshile ukuze kusungulwe indlela yokuxwayisa ngengozi yempahla eqanjiwe ukuze kuphenduleke ngokushesha uma kwenzeka icala. Kuma-backlight strips kanye nemikhiqizo ye-LNB enemiklamo ehlukile yokubukeka, amalungelo obunikazi omklamo wezimboni angabhaliswa ezimakethe ezifana ne-EU kanye ne-US ukuze kuthuthukiswe ukuvikelwa okusemthethweni kwemikhiqizo.
Isikhathi sokuthumela: Oct-31-2025
