1. Ukusebenza kweMarike: Ixesha loLungiso lweZakhiwo
Imarike iyatshintsha ukusuka ekubuyiseleni ngokukhawuleza ukuya kwinqanaba elincinci.
- Ukupholisa Phantsi Emva kweHot 2025: Ukulandela ukuphinda kubuyeleke okubalulekileyo ngo-2025 okuqhutywa luncediso-mali lomgaqo-nkqubo (njenge-"Subsidi yeSizwe" e-China) kunye nemfuno e-pent-up, imarike kulindeleke ukuba iphole ngo-2026. Iziseko zothelekiso eziphezulu kunye nokuncipha komgaqo-nkqubo wokuqala 红利 kuthetha ukuba amaxabiso okukhula angacotha okanye abone ukwehla kweminye imimandla.
- I-Polarization yoBubungakanani beSkrini: Siza kubona i-bifurcation ecacileyo kwimfuno yobungakanani besikrini. Kwelinye icala, izikrini ezikhulu ziyavela ukuze zithathe indawo yeePC ukuze zivelise imveliso. Kwelinye icala, kukho ukuphinda kuvele kwiipilisi ezincinci (ngaphantsi kwee-intshi ezili-10) eziqhutywa kukuphatheka kunye neemfuno zokuzonwabisa.
- Ukukhula koRhwebo: Ngelixa imfuno yabathengi iguquguquka, icandelo lezorhwebo (imfundo, ukhathalelo lwempilo, kunye neofisi) kulindeleke ukuba likhule ngokuthe chu, kunye nemarike yethebhulethi yorhwebo eqikelelwa ukubona ukukhula okusempilweni konyaka nonyaka.
2. Itekhnoloji: I "OLED" kunye ne "AI" Revolution
Unyaka ka-2026 umiselwe ukuba ube ngunyaka obalulekileyo wokubonisa itekhnoloji kunye nobukrelekrele.
- Ukuqhuma kwe-OLED: Olu lolona tshintsho lubalulekileyo lobugcisa. Ukuthunyelwa kwephaneli ye-OLED yeetafile kulindeleke ukuba kunyuke nge-39% ngo-2026. Iqhutywa yi-Apple's (iPad Pro, iPad mini) kunye nokwamkelwa kwebrand yaseTshayina '(Huawei), i-OLED ekugqibeleni ibe ngumqhubi oyintloko wokukhula kweemarike zephaneli, ihambela kude kwi-LCDs zendabuko.
- Udibaniso lwe-AI (GenAI): Iitafile ziyatshintsha ukusuka kwi-"substitute device" ukuya kwi "fusion terminals." I-Generative AI (GenAI) tablets kulindeleke ukuba ichaze malunga ne-30% yemarike. Ugxininiso lutshintshela kwi-"self-adaptive AI" ekwazi ukuqaphela abasebenzisi abahlukeneyo kunye neemeko (ekubeni iipilisi zihlala zizixhobo ezikwabelwana ngazo).
- Ukunyuswa kwamaxabiso: Ngenxa yokunyuka kweendleko zamacandelo angundoqo (njengememori/DRAM) kunye nokutshintshela kwixabiso eliphezulu leephaneli ze-OLED kunye nesakhono se-AI, ixabiso lokuthengisa eliphakathi (ASP) leetafile kulindeleke ukuba linyuke. Oku kusenokuthomalalisa imfuno ethile ecinga ngexabiso.
3. IMeko yoKhuphiswano: Idabi lokuLawula
I-brand dynamics iyatshintsha, inenzuzo ecacileyo kwizigebenga ze-ecosystem.
- I-Apple's Continued lead: I-Apple kulindeleke ukuba yandise isabelo sayo semarike (enokuthi ifikelele kwi-35%). Ukuqaliswa kweemodeli ezintsha ze-iPad (kubandakanywa ne-OLED ye-iPad mini kunye ne-iPads yesiseko ehlaziyiweyo kunye ne-Apple Intelligence) iya kuqinisa isikhundla sayo kumacandelo aphezulu kunye nenqanaba lokungena.
- I-Huawei's Strategic Push: UHuawei ulungiselela ukukhupha iimveliso ezintsha ukuze azenzele imali kwindlela ye-GenAI kunye ne-ecosystem yayo eyomeleleyo, ejonge ukubuyisela amandla emva kwexesha lokukhula okucothayo.
- Uxinzelelo kwii-Mid-Tier Brands: Iibhrendi ezifana ne-Xiaomi, i-Lenovo, kunye ne-OPPO zinokujongana noxinzelelo olwandisiweyo. Basesichengeni sokunyuka kwamaxabiso ecandelo kwaye bajongane nokhuphiswano olumandla kumacandelo aphakathi ukuya-kwisiphelo esisezantsi.
4. I-ikhosistim kunye neMveliso
- Ngaphaya koLonwabo: Iitafile zichitha umfanekiso wazo "ngokuzonwabisa". Ngehardware ephuculweyo (efana ne-M4 chip kwi-iPad Air) kunye ne-software ecosystems, ziba zizixhobo ezibalulekileyo "zendlela yokuphila exubileyo," ukudibanisa umsebenzi, ukufunda kunye nokudala.
- Uguqulo lweSitishi esingekho kwi-intanethi: Iivenkile ezithengisa izinto eziphathekayo ziyavela "kwii-hardware showrooms" ezilula ukuya "kubacebisi bezisombululo," ezigxile ekuboniseni uqhagamshelo lwe-ecosystem endaweni yokuthengisa izixhobo kuphela.

| Udidi | Uqikelelo oluPhambili luka-2026 | Umxholo womthombo |
| Bonisa iTekhnoloji | + 39% ukukhula kwiphaneli ye-OLED ethunyelwayo | Iqhutywa yi-Apple & ye-Chinese OEMs |
| Ukungena kwe-AI | GenAI tablets zifikelela ~30% isabelo semarike | Gxila kwi-"self-adaptive" AI amava |
| Ukukhula kweMarike | Imiqondiso exutyiweyo: +2.4% (IDC) vs. -9% (Omdia) | Ingxoxo ngenkxaso-mali iyaphela & nemfuno yozinzo |
| Ubungakanani beSkrini | +19.1% ukukhula okuqikelelweyo kwi-tablet engaphantsi kwe-10” | Ukuphinda uqalise kwezixhobo ezixineneyo, eziphathwayo |
Isishwankathelo seZiqikelelo eziPhambili zika-2026
Ngokufutshane, u 2026 iyakuba ngunyaka apho ishishini lethebhulethi ligxile kwixabiso ngaphezu kwevolumu , eqhutywa zii-displays eziphezulu (OLED), smarter software (AI), kunye nokumanyana kwe-ecosystem .

Ixesha lokuposa: Jan-08-2026


