1.Imbonakalo yeMarike iyonke: ukuBuyisa kwakhona okuPhakathi kunye noLungiso lweZakhiwo

• Ukukhula koMkhwa: Imarike yethebhulethi yehlabathi kulindeleke ukuba igcine ukukhula okuphakathi ngo-2026, nangona izinga lokukhula lingacotha. I-IDC iqikelela ukuba imarike yethebhulethi yaseChina iya kubona malunga ne-2.4% yokukhula konyaka-ngonyaka kumthamo wokuthumela ngo-2026. Emva kokubuyisela kwakhona ngo-2025, imarike yehlabathi iya kungena kwisigaba esizinzile "sokubuyisela ubuthathaka."
• Ixabiso lokuguquguquka kwemingcipheko: Njengoko singena kwi-2026, uxinzelelo oluphezulu kumaxabiso amacandelo angundoqo njengememori (i-DRAM / NAND Flash) inokuvela. Oku kuya kwandisa iindleko zemveliso, okunokuthi kunyanzelise ezinye iimpawu ukuba zinyuse amaxabiso okuthengisa, ngaloo ndlela kunciphisa imfuno-ingakumbi kwicandelo eliphantsi kwexabiso eliphantsi.
• I-Marketing Polarization: Imarike iya kubonisa ukuhlukana kwe-"K-shaped"-amacandelo aphezulu aya kuhlala eqinile ngenxa yokuhlanganiswa kwe-AI kunye neemfuno zemveliso, ngelixa amacandelo aphantsi aya kuqhubeka ehla phantsi kweendleko ezikhulayo kunye nokukhuphisana kwezinye iindlela ezifana nee-smartphones ezinkulu zesikrini.

I-2.Core Abaqhubi beTekhnoloji: I-Dual Innovation kwi-AI kunye ne-Display

• Ukutshintshwa kwe-AI ukusuka kwi "Gimmick" ukuya "kuMfuneko":
  • On-Isixhobo AI Proliferation: I-2026 iya kuba ngunyaka wokuqhawula kwiipilisi ze-AI (GenAI) ezivelisayo. Amacwecwe anikwe amandla e-GenAI kuqikelelwa ukuba aphendule malunga ne-30% yokuthunyelwa kwethebhulethi eChina.
  • I-Adaptive User Amava: Iipilisi ziya kuguquka ngaphaya kokuba "izikrini ezihlakaniphile" ezibonisa "i-AI eguquguqukayo", iindlela zokulungelelanisa ngokuzenzekelayo kunye nokucebisa izicelo ezisekelwe kubasebenzisi (umzekelo, abantwana, iingcali) kunye neemeko (umzekelo, ukufunda, iintlanganiso, ukuzonwabisa).
  • Imveliso eyongezelelweyo: I-AI iya kuhlanganiswa ngokunzulu kwii-suites zemveliso, eyenza imisebenzi ye-professional-grade efana namanqaku eentlanganiso ezihlakaniphile, ukuguqulelwa kwexesha langempela, kunye nokuhlelwa kwemifanekiso ye-AI-ukuguqula iipilisi ukusuka "kwizixhobo zokuzonwabisa" zibe "izixhobo zokuvelisa" zangempela.
• Bonisa iNtuthuko yeTekhnoloji:
  • Ukungena kwe-OLED kuyakhawuleza: Ngombulelo kwiindleko ezihlayo, iziboniso ze-OLED ziya kukhula ngokukhawuleza kwiimarike eziphakathi ukuya kwiindawo eziphezulu, ezinikezela ngokungafaniyo okuphezulu kunye nokuchaneka kombala, zibe ngumgangatho kwiimodeli zeflegi.
  • Ubungakanani beSkrini Polarization: Intsingiselo "enkulu-kunye-encinci" iya kuvela kubungakanani besikrini:
    • Izikrini ezinkulu: Izixhobo ezinezikrini ezingaphezu kwee-intshi ezili-10 ziya kufana neePC, zijolise kumsebenzi weofisi kunye nokudalwa komxholo.
    • Ukuvuselelwa kobungakanani obubambeneyo: Iipilisi eziphathekayo zefomathi encinci (umzekelo, i-8-9 intshi) ziya kuphinda zidume, zilungiselele ukusetyenziswa kwesandla esinye kunye nokuzonwabisa kweselula.

I-3.I-Competitive Landscape: I-Strong Get Stronger, kunye ne-Brand yaseShayina iPhulaphula

• Ulawulo lweempawu eziKhokelayo: I-Apple kunye ne-Samsung, i-leveraging robust supply chain control kunye ne-brand premium, iya kuxhotyiswa ngcono ukufumana ukunyuka kweendleko ngo-2026, ukuphucula ukomelela kunye nomda wokukhuphisana.
• Abavelisi baseTshayina: Ukuya kwihlabathi kunye nokuqinisa uKhuphiswano lwasekhaya:
  • ISicwangciso esiPhuculweyo soKwandiswa kweHlabathi: Iimpawu zesiShayina (umzekelo, iLenovo, iHuawei, i-Xiaomi) iya kutshintsha ukusuka kwindlela elula "yexabiso eliphantsi, ivolumu ephezulu" ukuya kwisicwangciso "sokuphumelela ngamava" -ukudala amava ahlukeneyo omsebenzisi ngokusebenzisa indawo enzulu, uphuhliso lwe-app, okanye intsebenziswano ukwakha imiqobo yokukhuphisana kwiimarike zaphesheya.
  • Gxininisa kwiMfundo kunye neCandelo lezoRhwebo: Imfundo (umzekelo, iimpawu zesixhobo sokufunda) kunye nezorhwebo (umzekelo, i-ofisi yefu, i-industry-specific customization) amacandelo aya kuba yimimandla ephambili yokukhula kubavelisi baseTshayina.

4.Ukwahlulahlulwa kweMarike: Ukusuka "Enye indlela" ukuya "kwitheminali edityanisiweyo"

• I-Ecosystem Integration: Iitafile ziya kuhamba ngokuthe ngcembe ngaphaya kwendima yazo njengokuthatha indawo yee-smartphones okanye iiPC, ziguqukela kwii-hubs zolawulo oluphakathi kunye neetheminali ezidibeneyo ngaphakathi kwe-IoT ecosystem. Ukusebenzisana kwezixhobo ezinqamlezileyo (umzekelo, intsebenziswano engenamthungo kunye nee-smartphones, iiPC, kunye nezinto ezinxitywayo) ziya kuba ngumahluko ongundoqo wemveliso.
• Ukukhula kwezentengiso kunye nezicelo ezithe nkqo:
  • Cloud Tablets: Ngokwandiswa kweenkonzo ze-cloud computing, iipilisi zefu ze-multi-mode ziza kugcina ukukhula okuphezulu kwiimarike zabathengi kunye nee-SME, kunye nezinga lokukhula elilindelekileyo elidlula i-25%.
  • Izicelo ezingqale kwishishini: Iipilisi ziya kubona ukwamkelwa okunzulu kwiinkalo ezifana nokhathalelo lwezempilo (ulawulo lweerekhodi zonyango), ukuthengisa (intlawulo yeselula), kunye namacandelo oshishino (ulawulo lwezixhobo).

5.Imingcipheko kunye nemingeni

• Iindleko zoxinzelelo: Njengoko kukhankanyiwe, ukunyuka kwamaxabiso ezinto eziphambili njengememori kuya kuba kokungaqiniseki okukhulu ngo-2026, okunokuthi kube nokuthintela ukuthunyelwa okanye ukunyanzela iimveliso ezincinci ukuba ziphume kwintengiso.
• Umjikelo woTshintsho: Ngenxa yobude obude beepilisi kunye nokunciphisa ukubuyiswa kokuphuculwa kwe-hardware, ukuzimisela kwabathengi ukuphucula kuhlala kubuthathaka-ngaphandle kokuba iimeko zokusetyenziswa eziphazamisayo (umzekelo, ukuhlanganiswa okunzulu kunye ne-AR / VR) kuvela.

Ukuqukumbela

Imarike yethebhulethi ngo-2026 iya kuhamba ngaphaya nje kokwandiswa komthamo kwaye ingene kwinqanaba elitsha "eliqhutywa lixabiso". Izakhono ze-AI kunye nokudityaniswa kwe-ecosystem kuya kuba yimiba ebalulekileyo yokusinda kohlobo, ukudibanisa ngakumbi isabelo semakethi phakathi kwabadlali abaphambili. Kubathengi, ukuthenga ithebhulethi kuya kufana nokuthenga "indawo yokusebenzela ephathekayo" okanye "iziko lokuzonwabisa lasekhaya," endaweni yomdlali wevidiyo olula.