Kutshanje, imakethi yethebhulethi yehlabathi itshayelwe kwinqanaba elitsha lohlengahlengiso lwamaxabiso, kunye neempawu eziphambili ezibandakanya i-Xiaomi, imbeko, iLenovo, kunye noDell ngokulandelelana babhengeza ukonyuka kwamaxabiso kwiimveliso zabo zethebhulethi, betsala ingqalelo kubathengi nakwishishini. Ngokweengxelo ezininzi, emva kwalo mjikelo wokunyuka kwamaxabiso kukho ukudityaniswa okuntsokothileyo kwezinto, kubandakanya ukunyuka kweendleko zokugcina itshiphu, uxinzelelo lobonelelo olusuka kwishishini le-AI, kunye nezicwangciso zeprimiyamu zebrendi, ezithi ngokudibeneyo zihlengahlengise ubume bexabiso kwimakethi yethebhulethi.

Ukunyuka kweXabiso eliBalulekileyo, ii-Multi Brands Lungisa amaxabiso oMda weMveliso

Ukusukela ekuqaleni kuka-2026, uluhlu lwethebhulethi ye-Xiaomi lukhokele ukulungiswa kwexabiso, kunye neemodeli ezithile zibona ukunyuka kwe-15% -20%. Ixabiso lokuqala leRedmi Pad series, umzekelo, linyuke ukusuka kwi-999 yuan ukuya kwi-1,199 yuan, ngelixa i-Xiaomi ye-Tablet 7 Ultra ephezulu igqithise i-6,000 yuan mark. Ngeli xesha, iibrendi ezinje ngeHlonipheko, iLenovo, kunye noDell nazo zilandele ngokufanelekileyo, ngokunyuka kwamaxabiso e-200-800 yuan kwiimodeli ezahlukeneyo. Abangaphakathi kwishishini babonisa ukuba ukunyuka kwamaxabiso kusasazeka ukusuka kwimarike yezinga lokungena ukuya kwinqanaba eliphakathi ukuya kwinqanaba eliphezulu, ebonisa umngeni kwixesha leepilisi "eziphezulu zeendleko zokusebenza" abathengi abaye baqhelana nazo.

Uhlalutyo lweMbango enguNdoqo: Ingxaki ye-Memory Chip kunye ne-AI Industry Supply Chain Impact

Ngaphandle kokuLawulwa kweMemori ye-Chip Amaxabiso, iiNdleko zeNdleko eziThunyelwe kwiiMveliso zokuphela

Ingxelo yefemu yohlalutyo lweshishini iTrendForce ibonisa ukuba imfuno eyongezelelekileyo yeeseva ze-AI ibambe inxalenye ebalulekileyo ye-DRAM kunye nomthamo wememori ye-NAND, ekhokelela kukungalingani kwemfuno yobonelelo olumandla lwememori yenqanaba labathengi. U-Lei Jun, uMongameli weQela lika-Xiaomi, wavuma ngokunyanisekileyo, "Ukunyuka kweendleko zokugcina kuye kwadlula kakhulu ukulindela, kwaye imida yenzuzo yemodeli ephakathi ukuya kwi-low-end ayinakukwazi ukuhlawula iindleko." Idatha ibonisa ukuba iindleko zememori ze-akhawunti ye-10% -15% yexabiso lezinto eziphathekayo zethebhulethi, okwenza kube ngumqhubi oyintloko wokunyuka kwexabiso.

UkuBom kweShishini le-AI kucudisa uMthengi weKhonkco loNikezelo lwezobuKhompyutha

Imfuno enganelisekiyo yememori yokusebenza ephezulu ukusuka kwi-AI yoqeqesho olukhulu lwemodeli kunye nokuhanjiswa kweseva kuye kwakhokelela kugxininiso lwezibonelelo zoshishino lwe-semiconductor kwicandelo le-AI. Umhlalutyi uYidi Yiyao wachaza, "Umthamo wemveliso ye-semiconductor yehlabathi uphantsi kohlengahlengiso lwesakhiwo, kunye ne-elektroniki yabathengi bendabuko banyanzeliswa ukuba balahle inxalenye yomthamo, ngaloo ndlela kubangele ukunqongophala kunye nokunyuka kwamaxabiso." Lo mkhwa kulindeleke ukuba uqhube kude kube sekupheleni kwe-2026, kunye namacwecwe aphakathi anokuthi abhekane nengxaki "yokunciphisa ukucwangciswa ukugcina ixabiso" (umzekelo, ukususwa kweendlela zokugcina i-1TB, ukunciphisa ukucwangciswa kwe-RAM).

IQhinga lokuQinisa i-Brand Premiumization kunye noYilo lwe-Ecosystem Drive Up Iindleko

Iimveliso ezinje ngeXiaomi zikhawulezisa ukwenziwa kweemveliso zethebhulethi. Ukudityaniswa kwee-chips eziphuhliswe ngokwazo (umzekelo, i-Xuanjie O1), i-120W yokutshaja ngokukhawuleza, kunye neempawu zokunxibelelana kwe-ecosystem (umzekelo, ukuhambelana kwesicelo se-PC-level, intsebenziswano ye-cross-device) iphucule ukukhuphisana kwemveliso kodwa iqhubela phambili i-R & D kunye neendleko zokuvelisa. Umhlalutyi uYidu Yitian ukholelwa ukuba "umdyarho weengalo zetekhnoloji, ojolise ekukhuphisaneni neemveliso ezifana ne-iPad, unyanzela abavelisi bethebhulethi ye-Android ukuba baxhase utyalo-mali lwabo olutsha ngokusebenzisa iiprimiyamu zexabiso."

Iimpendulo kuShishino kunye neeNgcebiso zabaThengi

Ukujongana noxinzelelo lwamaxabiso anyukayo, abavelisi bamkela amaqhinga ahlukeneyo: Imbeko ikhulisa ulawulo lwekhonkco lokubonelela ukunciphisa iindleko, ngelixa uXiaomi esomeleza ukudityaniswa kwe-ecosystem ukonyusa ixabiso lemveliso. Ngeli xesha, abaphathi abaninzi beshishini baye bacebisa abathengi ukuba "bacwangcise ngokufanelekileyo ixesha lokuthenga" -abo banesidingo esingxamisekileyo sokuphucula banokujonga ukuthenga kwakamsinya ukuthintela umngcipheko wamaxabiso aphezulu exesha elizayo okanye ukuthotywa kobumbeko olunokwenzeka.

Ujongo lwexesha elizayo: uTshintsho lweTeknoloji njengeSitshixo kwiSigqibo

Nangona ukunyuka kwamaxabiso kwangoku kuzisa intlungu yexesha elifutshane, ishishini likholelwa ngokubanzi ukuba impumelelo yezobuchwepheshe kunye nokulungelelaniswa komthamo wemveliso kuya kuyithomalalisa ingxaki. Njengoko iteknoloji ye-chip yememori yasekhaya ikhula, amakhonkco okubonelela nge-AI kunye ne-electronics yabathengi ngokuthe ngcembe ahlukana, kwaye iinkqubo ezintsha zokuvelisa amandla ziyasetyenziswa, i-tablet market kulindeleke ukuba ibuyele kwindlela yokukhula okunengqiqo ngo-2027. Ngelo xesha, iimveliso ezidibanisa ukusebenza okuphezulu kunye namaxabiso afanelekileyo kunokwenzeka ukuba ziphinde zibe yeyona nto iphambili kwimarike.