Nguva pfupi yadarika, musika wepasi rose wepiritsi wakatsvairwa muchikamu chitsva chekugadziriswa kwemitengo, nemhando dzemhando dzinosanganisira Xiaomi, Honor, Lenovo, uye Dell vachitevedzana vachizivisa kuwedzera kwemitengo yezvigadzirwa zvavo zvepiritsi, zvichikwevera kutariswa kubva kune vatengi uye indasitiri. Zvinoenderana nemishumo yakawanda, kuseri kweiyi kutenderera kwemitengo kune kupindirana kwakaoma kwezvinhu, zvinosanganisira kukwira kwemitengo yekuchengetera chip, kudzvanywa kweketani kubva kuAI indasitiri boom, uye marongero emhando yepamusoro, ari pamwe chete kugadziridza mamiriro emitengo yemusika wepiritsi.

Yakakosha Mutengo Unowedzera, Mazhinji Brands Gadzirisa Chigadzirwa Mutsetse Mutengo

Kubva kutanga kwa2026, Xiaomi's tablet lineup yakatungamira kugadziridzwa kwemutengo, nemamwe mamodheru achiona kuwedzera kwe15% -20%. Mutengo wekutanga weRedmi Pad series, semuenzaniso, wakwira kubva pa999 yuan kusvika pa1,199 yuan, ukuwo Xiaomi Tablet 7 Ultra yepamusoro yadarika 6,000 yuan mark. Zvichakadaro, mhando dzakadai seHonor, Lenovo, uye Dell dzakateverawo, nekukwira kwemitengo kwe200-800 yuan pamhando dzakasiyana siyana. Indasitiri mukati vanotaura kuti kuwedzera kwemutengo kuri kupararira kubva pamusika wekupinda kusvika pakati-kusvika-yepamusoro-yekupedzisira segment, zvichiratidza dambudziko kunguva ye "yakanyanya mutengo-kuita" mapiritsi ayo vatengi vakajaira.

Core Cause Ongororo: Memory Chip Dambudziko uye AI Indasitiri Supply Chain Impact

Kunze-ku-Kudzora Memory Chip Mitengo, Mutengo Madzvanyiriri Anoendeswa Kupedzisa Zvigadzirwa

Chirevo chakaitwa neindasitiri analytics femu TrendForce inoratidza kuti kuwedzera kuri kudiwa kwemaseva eAI kwatora chikamu chakakosha cheDRAM neNAND flash memory memory, zvichikonzera kusaenzana kwakanyanya-kudiwa kwevatengi-giredhi memory machipi. Lei Jun, Mutungamiriri weXiaomi Group, akabvuma pachena, "Kukwira kwemitengo yekuchengetedza kwakapfuura zvinotarisirwa, uye purofiti yemhando yepakati-kusvika-yekupedzisira haichakwanise kubhadhara mutengo." Dhata inoratidza kuti ndangariro dzinodhura account ye10% -15% yehuwandu hwemutengo wetablet, zvichiita kuti ive musimboti mutyairi wemutengo unowedzera.

AI Indasitiri Boom Inosvina Consumer Electronics Supply Chain

Iko kusingagutsikane kudiwa kweyepamusoro-kuita ndangariro kubva kuAI hombe modhi yekudzidziswa uye server deployment zvakakonzera kuwanda kweiyo semiconductor indasitiri zviwanikwa muAI chikamu. Muongorori Yidi Yiyao akati, "Iyo yepasi rose semiconductor kugadzirwa kwesimba iri kugadziridzwa, nemagetsi echinyakare evatengi anomanikidzwa kusiya chikamu chesimba, zvichikonzera kushomeka uye kukwira kwemitengo." Maitiro aya anotarisirwa kuramba achienderera mberi kusvika pakupera kwa2026, aine mahwendefa epakati-renji angangotarisana nedambudziko re "kuderedzwa kwekugadzirisa kuchengetedza mutengo" (semuenzaniso, kubviswa kwe1TB sarudzo dzekuchengetedza, kuderedzwa kwe RAM magadzirirwo).

Brand Premiumization Strategy uye Ecosystem Layout Dhiraivha Inokwira Mari

Zvigadzirwa zvakaita seXiaomi zviri kusimudzira kukwidziridzwa kwezvigadzirwa zvemahwendefa avo. Iko kubatanidzwa kwemachipi akazvigadzira ega (semuenzaniso, iyo Xuanjie O1), 120W inokurumidza kuchaja, uye ecosystem yekubatanidza maficha (semuenzaniso, PC-level application kuenderana, muchinjika-chishandiso kubatana) kwakawedzera kukwikwidza kwechigadzirwa asiwo kwakasimudzira R&D nemitengo yekugadzira. Muongorori Yidu Yitian anotenda kuti "mujaho wezvombo zvetekinoroji, wakanangana nekukwikwidza nezvigadzirwa zvakaita sePadad, uri kumanikidza vagadziri vemapiritsi eAroid kuti vatsigire mabhindauko avo ekutanga kuburikidza nemitengo."

Mapinduriro eIndasitiri uye Mazano eVatengi

Kutarisana nekumanikidzwa kwekukwira kwemitengo, vagadziri vari kutora nzira dzakasiyana-siyana: Kukudzwa kuri kusimudzira manejimendi ekutengesa kudzikisa mutengo, nepo Xiaomi iri kusimbisa ecosystem kubatanidzwa kuti iwedzere kukosha kwechigadzirwa. Zvichakadaro, vakuru vemaindasitiri vakati wandei vakayambira vatengi kuti "varonge zvine hungwaru kutenga nguva" - avo vane chido chekukurumidzira chekusimudzira vanogona kufunga nezvekutenga nekukurumidza kudzivirira njodzi yemitengo yakakwira yeramangwana kana kuderedzwa kwekugadzirisa.

Ramangwana Maonero: Tekinoroji Innovation seKiyi yeKugadzirisa

Kunyangwe kukwira kwemitengo kwazvino kuchiunza marwadzo enguva pfupi, indasitiri inowanzo tenda kuti budiriro yetekinoroji uye kugona kwekugadzira kuenzanisa kunoderedza dambudziko. Sezvo mudzimba memory chip tekinoroji ichikura, macheni ekugovera eAI nemagetsi evatengi anoparadzaniswa zvishoma nezvishoma, uye nzira itsva dzekugadzira-simba dzinoshanda dzinoiswa, musika wetablet unotarisirwa kudzoka munzira yekukura zvine musoro panosvika 2027. Panguva iyoyo, zvigadzirwa zvinosanganisa kuita kwepamusoro nemitengo inonzwisisika zvingangove zvakare musika mukuru.