Tsis ntev los no, lub ntiaj teb cov ntsiav tshuaj ua lag luam tau cheb nyob rau hauv ib tug tshiab nthwv dej ntawm kev hloov kho nqi, nrog mainstream hom xws li Xiaomi, Honour, Lenovo, thiab Dell successively tshaj tawm tus nqi nce rau lawv cov khoom siv ntsiav tshuaj, ua rau cov neeg siv khoom thiab kev lag luam. Raws li ntau cov ntaub ntawv tshaj tawm, tom qab qhov kev nce nqi ntawm cov nqi no yog ib qho kev sib cuam tshuam ntawm ntau yam, suav nrog cov nqi khaws cia nti, cov saw hlau txuas los ntawm AI kev lag luam boom, thiab cov hom phiaj kev hwm hwm, uas tau sib sau ua ke hloov kho cov nqi toj roob hauv pes ntawm cov ntsiav tshuaj ua lag luam.

Tus nqi tseem ceeb nce, Ntau Hom Tshuaj Kho Cov Khoom Muag Nqe

Txij li thaum pib ntawm 2026, Xiaomi cov ntsiav tshuaj lineup tau coj tus nqi hloov kho, nrog qee cov qauv pom tau nce ntawm 15% -20%. Piv txwv li, tus nqi pib ntawm Redmi Pad series, tau nce los ntawm 999 yuan mus rau 1,199 yuan, thaum lub high-end Xiaomi Tablet 7 Ultra tau tshaj 6,000 yuan cim. Lub caij no, cov npe xws li Honour, Lenovo, thiab Dell kuj tau ua raws li kev cai, nrog tus nqi nce ntawm 200-800 yuan thoob plaws ntau yam qauv. Kev lag luam sab hauv taw qhia tias tus nqi nce tau nthuav tawm los ntawm kev lag luam nkag mus rau ntu nruab nrab mus rau qib siab, qhia txog kev sib tw rau lub sijhawm ntawm "cov nqi-kev ua tau zoo" cov ntsiav tshuaj uas cov neeg siv khoom tau loj hlob tuaj.

Kev Ntsuam Xyuas Tseem Ceeb: Nco Chip Crisis thiab AI Kev Lag Luam Supply Chain Impact

Tawm-ntawm-Tswj Chip Tus Nqi, Cov Nqi Them Siab Hloov mus rau Cov Khoom Siv Kawg

Ib daim ntawv tshaj tawm los ntawm kev lag luam tshuaj ntsuam xyuas TrendForce qhia tias qhov kev thov nce ntxiv rau AI servers tau txeeb ib feem tseem ceeb ntawm DRAM thiab NAND flash nco lub peev xwm, ua rau muaj kev xav tau loj heev rau cov neeg siv khoom-qib nco chips. Lei Jun, Thawj Tswj Hwm ntawm Xiaomi Group tau lees paub tias, "Qhov nce ntawm cov nqi khaws cia tau dhau qhov kev cia siab, thiab cov nyiaj tau los ntawm cov qauv nruab nrab-rau-kawg tsis tuaj yeem them tus nqi ntxiv lawm." Cov ntaub ntawv qhia tau hais tias nco tus nqi suav rau 10% -15% ntawm tag nrho cov khoom siv nqi ntawm cov ntsiav tshuaj, ua rau nws tus neeg tsav tsheb tseem ceeb ntawm tus nqi nce.

AI Kev Lag Luam Boom Squeezes Consumer Electronics Supply Chain

Qhov kev thov tsis txaus siab rau kev ua haujlwm siab nco los ntawm AI cov qauv kev cob qhia loj thiab kev xa tawm neeg rau zaub mov tau ua rau muaj kev cuam tshuam ntawm kev lag luam semiconductor cov peev txheej hauv AI sector. Tus kws tshuaj ntsuam Yidi Yiyao tau taw qhia tias, "Lub ntiaj teb semiconductor muaj peev xwm tau hloov kho, nrog rau cov neeg siv khoom siv hluav taws xob ib txwm raug yuam kom tso tseg ib feem ntawm lub peev xwm, yog li ua rau muaj kev tsis txaus thiab nce nqi." Cov qauv no yuav tsum muaj mus txog rau thaum kawg ntawm 2026, nrog rau cov ntsiav tshuaj nruab nrab uas muaj peev xwm ntsib qhov teeb meem ntawm "txo kev teeb tsa los tswj tus nqi" (xws li, tshem tawm 1TB kev xaiv cia, txo RAM configurations).

Brand Premiumization Strategy thiab Ecosystem Layout Tsav Tus Nqi

Cov npe zoo li Xiaomi tau nrawm rau qhov hwm ntawm lawv cov khoom lag luam ntsiav tshuaj. Kev koom ua ke ntawm tus kheej tsim chips (piv txwv li, Xuanjie O1), 120W ceev them, thiab ecosystem kev sib txuas nta (piv txwv li, PC-theem daim ntawv thov kev sib raug zoo, kev sib koom tes sib koom tes) tau txhim kho cov khoom sib tw tab sis kuj tau tsav R & D thiab cov nqi tsim khoom. Tus kws tshuaj ntsuam Yidu Yitian ntseeg tias "kev sib tw thev naus laus zis thev naus laus zis, tsom rau kev sib tw nrog cov khoom lag luam zoo li iPad, tab tom yuam Android ntsiav tshuaj cov tuam txhab los txhawb lawv cov peev txheej tshiab los ntawm cov nqi hwm."

Kev lag luam teb thiab cov lus qhia rau cov neeg siv khoom

ntsib lub siab ntawm cov nqi nce, cov tuam txhab tau txais cov tswv yim sib txawv: Honour yog qhov ua kom zoo ntawm cov saw hlau tswj kom txo cov nqi, thaum Xiaomi tab tom ntxiv dag zog rau kev sib koom ua ke los txhim kho cov khoom muaj nqis. Lub caij no, ntau tus thawj coj hauv kev lag luam tau qhia cov neeg siv khoom "kev npaj sijhawm yuav khoom" - cov neeg uas xav tau kev hloov kho sai sai yuav xav txog kev yuav khoom sai dua kom tsis txhob muaj kev pheej hmoo ntawm cov nqi siab dua yav tom ntej lossis muaj peev xwm txo qis.

Yav Tom Ntej Outlook: Technological Innovation ua tus yuam sij rau kev daws teeb meem

Txawm hais tias tus nqi nce nqi tam sim no ua rau lub sijhawm luv luv, kev lag luam feem ntau ntseeg tias kev ua haujlwm thev naus laus zis thiab kev tsim khoom muaj peev xwm rov ua kom zoo dua yuav txo qhov teebmeem. Raws li domestic nco chip technology loj hlob tuaj, cov khoom siv rau AI thiab cov neeg siv khoom siv hluav taws xob maj mam sib cais, thiab cov txheej txheem tsim hluav taws xob siv hluav taws xob tshiab tau siv, cov ntsiav tshuaj lag luam xav tias yuav rov qab mus rau txoj hauv kev loj hlob los ntawm 2027. Thaum lub sijhawm ntawd, cov khoom lag luam uas sib xyaw ua haujlwm siab nrog tus nqi tsim nyog muaj peev xwm rov qab los ua lub hauv paus ntawm kev ua lag luam.