1.Mawonekedwe a Msika Padziko Lonse: Kubwezeretsa Kwapakatikati ndi Kusintha Kwamapangidwe

• Kukula Trend: Msika wapadziko lonse lapansi wamapiritsi ukuyembekezeka kukula pang'onopang'ono mu 2026, ngakhale kukula kungachepe. IDC ikuneneratu kuti msika wa piritsi waku China uwona kukula kwa pafupifupi 2.4% pachaka pazaka zotumizira mu 2026. Pambuyo pakubwezeretsanso mu 2025, msika wapadziko lonse lapansi udzalowa mu gawo lokhazikika la "kuchira kofooka."
• Zowopsa Zamtengo Wapatali: Pamene tikulowa mu 2026, kukakamizidwa kokwera kwamitengo yazinthu zazikulu monga kukumbukira (DRAM/NAND Flash) kungatulukire. Izi zidzakulitsa mtengo wopangira, zomwe zitha kukakamiza mitundu ina kuti ikweze mitengo yamalonda, potero kumachepetsa kufunika —makamaka pagawo lotsika lotsika mtengo.
• Market Polarization: Msikawu udzawonetsa kusiyana kwa "K-mawonekedwe"-magawo apamwamba adzakhalabe amphamvu chifukwa cha kugwirizanitsa kwa AI ndi zofuna zokolola, pamene magawo otsika adzapitirizabe kuchepa chifukwa cha kukwera kwa mtengo ndi mpikisano kuchokera ku njira zina monga mafoni a m'manja akuluakulu.

2.Core Technologies Drivers: Dual Innovation mu AI ndi Display

• Kusintha kwa AI kuchokera ku "Gimmick" kupita ku "Kufunika":
  • Kuchulukitsa kwa AI pa Chipangizo: 2026 idzakhala chaka chosinthira mapiritsi a AI (GenAI). Mapiritsi omwe ali ndi mphamvu ya GenAI akuyembekezeka kuwerengera pafupifupi 30% ya mapiritsi onse omwe amatumizidwa ku China.
  • Zosintha Zogwiritsa Ntchito: Mapiritsi adzasintha kupitilira kukhala "smart screens" kukhala ndi kuthekera kwa "adaptive AI", zosintha zokha ndikupangira ma pulogalamu potengera ogwiritsa ntchito (mwachitsanzo, ana, akatswiri) ndi zochitika (mwachitsanzo, kuphunzira, misonkhano, zosangalatsa).
  • Kuchita Zowonjezereka: AI idzaphatikizidwa mozama m'masuti opangira zokolola, zomwe zimathandizira ntchito zamakalasi apamwamba monga zolemba zamisonkhano zanzeru, kumasulira nthawi yeniyeni, ndi kusintha kwa zithunzi zoyendetsedwa ndi AI-kusintha mapiritsi kuchokera ku "zipangizo zosangalatsa" kukhala "zida zopangira" zenizeni.
• Zowonetsa Zamakono Zamakono:
  • Kulowa kwa OLED Kuthamanga: Chifukwa cha kuchepa kwa ndalama, zowonetsera za OLED zidzakula mofulumira mpaka pakati pa misika yapamwamba, yopatsa kusiyana kwapamwamba ndi kulondola kwa mtundu, kukhala wovomerezeka pazithunzi zapamwamba.
  • Screen Size Polarization: "Zazikulu-zing'ono" zidzatuluka muzithunzi zazithunzi:
    • Zowonera zazikulu: Zipangizo zokhala ndi zowonera zopitilira mainchesi 10 zidzafanana kwambiri ndi ma PC, kuyang'ana kwambiri ntchito zamaofesi komanso kupanga zomwe zili.
    • Kutsitsimutsidwa kwa Makulidwe Okhazikika: Mapiritsi onyamulika a mawonekedwe ang'onoang'ono (monga mainchesi 8–9) ayambanso kutchuka, kutengera kugwiritsa ntchito ndi dzanja limodzi komanso zosangalatsa zam'manja.

3.Mawonekedwe Opikisana: Amphamvu Amakhala Olimba, ndipo Mitundu Yachi China Imaswa

• Kulamulira kwa Makampani Otsogola: Apple ndi Samsung, zomwe zimathandizira kuwongolera kwazinthu zogulitsira komanso mtengo wamtundu, zidzakhala zokonzeka kutengera kukwera kwamitengo mu 2026, kukulitsa kulimba kwawo komanso mpikisano.
• Opanga aku China: Kupita Padziko Lonse ndi Kukulitsa Mpikisano Wapakhomo:
  • Njira Yokwezera Padziko Lonse Yowonjezera: Mitundu yaku China (mwachitsanzo, Lenovo, Huawei, Xiaomi) idzasintha kuchoka ku njira yosavuta "yotsika mtengo, yokwera kwambiri" kupita ku njira "yopambana pogwiritsa ntchito chidziwitso" - kupanga zokumana nazo zosiyana za ogwiritsa ntchito kudzera muzolowera mozama, kugwirizanitsa mapulogalamu, kapena mgwirizano kuti apange zotchinga zopikisana m'misika yakunja.
  • Yang'anani pa Maphunziro ndi Zamalonda: Maphunziro (monga mawonekedwe a zida zophunzirira) ndi zamalonda (monga ofesi yamtambo, makonda amakampani) adzakhala madera ofunikira kukula kwa opanga ku China.

Gawo la 4.Market: Kuchokera "Njira Zina" kupita ku "Integrated Terminal"

• Ecosystem Integration: Mapiritsi adzasuntha pang'onopang'ono kupitirira udindo wawo monga olowa m'malo mwa mafoni a m'manja kapena ma PC, ndikusintha kukhala malo olamulira pakati ndi malo ophatikizika mkati mwa chilengedwe cha IoT. Kugwirizana kwapazida (monga mgwirizano wopanda msoko ndi ma foni a m'manja, ma PC, ndi zobvala) kudzakhala kosiyana kwambiri ndi zinthu.
• Kukula kwa Ntchito Zamalonda ndi Zoyimirira:
  • Mapiritsi a Mtambo: Ndikukula kwa ntchito zamakompyuta amtambo, mapiritsi amtambo amitundu yambiri amathandizira kukula kwakukulu m'misika ya ogula ndi ma SME, ndikukula kwakukula kupitilira 25%.
  • Ntchito Zokhudza Makampani: Mapiritsi adzawona kukhazikitsidwa kwakuya m'magawo monga chisamaliro chaumoyo (kasamalidwe ka rekodi zachipatala), malonda (malipiro a m'manja), ndi magawo a mafakitale (kuwongolera zida).

5.Zowopsa ndi Zovuta

• Kupanikizika kwa Mtengo: Monga tafotokozera, kukwera kwamitengo yazinthu zazikulu monga kukumbukira kudzakhala kusatsimikizika kwakukulu mu 2026, komwe kungathe kuletsa kutumiza kapena kukakamiza ma brand ang'onoang'ono kutuluka pamsika.
• Replacement Cycle: Chifukwa cha nthawi yayitali ya mapiritsi ndi kuchepa kwa kubwerera kuchokera ku kukonzanso kwa hardware, kufunitsitsa kwa ogula kukonzanso kumakhalabe kofooka-pokhapokha ngati zosokoneza zogwiritsira ntchito (mwachitsanzo, kusakanikirana kwakukulu ndi AR / VR) kumatuluka.

Mapeto

Msika wamapiritsi mu 2026 upitilira kukulitsa voliyumu ndikulowa gawo latsopano "loyendetsedwa ndi mtengo". Kuthekera kwa AI ndi kuphatikiza kwachilengedwe kumakhala kofunikira kwambiri pakupulumuka kwa mtundu, ndikuphatikizanso gawo la msika pakati pa osewera otsogola. Kwa ogula, kugula piritsi kudzakhala ngati kugula "malo ogwirira ntchito" kapena "malo osangalalira kunyumba," osati chosewerera makanema.