1. Isishwankathelo soLawulo

Imakethi ye-PC yethebhulethi yehlabathi igqibe ngo-2025 kwinqaku elizinzileyo kodwa elinethemba ngononophelo. Emva kwexesha lokukhula okuphakathi kwiikota ezintathu zokuqala, ishishini liye lafumana ukuphakanyiswa kwexesha lonyaka ngoDisemba, liqhutywa yimfuno yexesha leeholide, ukunyuswa kokubuyela esikolweni kwimimandla ethile, kunye nokuqaliswa kwezixhobo ezintsha ezidibeneyo ze-AI. Ukuthunyelwa kwehlabathi jikelele kuqikelelwa ukuba kufike malunga neeyunithi ze-48 yezigidi ngoDisemba, ezimele ukunyuka kwe-6.3% ngonyaka xa kuthelekiswa noDisemba 2024. Abadlali abaphambili abafana ne-Apple, i-Samsung, i-Huawei, kunye ne-Lenovo bagcina izikhundla zemarike ezomeleleyo, ngelixa iimveliso ezisakhulayo ezivela e-Indiya kunye ne-Asia-mpuma ye-Asia zafumana i-traction kumacandelo ohlahlo lwabiwo-mali.

2. Isishwankathelo seNdlela yokuSebenza kwiMarike

• Ukuthunyelwa kwehlabathi: ~ 48 yezigidi zeeyunithi (Dec 2025)
• Ukukhula koNyaka-ngoNyaka: + 6.3%
• Uqhekeko lweNgingqi:
  • amantla Emelika: I-18 yezigidi zeeyunithi (ekhokelwa yintengiso yeeholide kunye nokwamkelwa kweshishini)
  • I-Asia-Pacific: I-19 yezigidi zeeyunithi (ilawulwa yiTshayina, i-Indiya, kunye ne-Asia-mpuma ye-Asia)
  • IYurophu: Iiyunithi ezizigidi ezisi-8 (ukukhula okuphakathi phakathi kwesilumkiso sezoqoqosho)
  • ELatin America nakuMbindi Mpuma/Afrika: Iiyunithi ezizigidi ezi-3 (imfuno ekhulayo yemfundo kunye nenqanaba lokungena)
• Ixabiso eliphakathi lokuthengisa (ASP): I-$ 420, i-3.7% ye-YoY, ebonisa isabelo esikhulayo se-premium kunye neepilisi ze-AI.

 3 .Abaqhubi beMarike abaPhambili

3.1 Ixesha leHolide kunye namaPhulo okuKhuthaza

UDisemba ngokwesiko uphawula inyanga ephezulu yokuthengisa kubathengi be-elektroniki. Abathengisi abakhulu kunye nee-OEMs baqalise ukukhushulwa okukrakra, izivumelwano ze-bundle (umzekelo, izitayile zamahhala, izinamathiselo zekhibhodi), kunye neenkqubo zokurhweba, ezikhuthaza ukuphuculwa kwabathengi kunye nokuthengwa okokuqala.

3.2 Ukudityaniswa kwe-AI kunye nokuPhuculwa kweMveliso

Ngo-2025 wabona ukukhutshwa okuxhaphakileyo kweetafile ezixhaswa yi-AI ezinemodeli yolwimi olukhulu kwisixhobo (LLMs), abancedisi belizwi abaphuculweyo, kunye nezixhobo zemveliso eziqhutywa yi-AI. I-Apple's iPad Pro ene-A19 chip kunye ne-Samsung ye-Galaxy Tab S10 uthotho oluneempawu zeGalaxy AI ziphumelele ngakumbi ekutsaleni abasebenzisi abaziingcali nabanobuchule.

3.3 IMfundo kunye neMfuno yoMsebenzi oyiHybrid

Ngaphandle kokuqheleka kwasemva kobhubhani, imfuno esuka kwicandelo lezemfundo ihleli inamandla. Oorhulumente baseIndiya, eBrazil, naseIndonesia baqhubekile nokuthumela iitafile kwiinkqubo zokufunda zedijithali. Ngokukwanjalo, iimodeli zomsebenzi oxutyiweyo zigcine imfuno yenkampani yezixhobo eziphathwayo, ezilungiselelwe imveliso.

3.4 Ukwandiswa kweeMarike ezisakhulayo

Kwimimandla efana neIndiya kunye ne-Asia-mpuma ye-Asia, iipilisi ezifikelelekayo (ngaphantsi kweedola ezingama-200) ezivela kwiimpawu ezifana ne-Xiaomi, i-Realme, kunye ne-Tecno yabona intengiso eyomeleleyo, ikhuthazwa luqhagamshelwano oluphuculweyo lwe-5G, umxholo wendawo, kunye namanyathelo karhulumente okufakwa kwedijithali.

 4 . Ukhuphiswano Lomhlaba

• apile: Ubunkokeli obugciniweyo bemarike ngesabelo sehlabathi esingama-38%. Uthotho lwe-iPad, ngakumbi i-iPad Air kunye ne-iPad Pro, yalawula icandelo leprimiyamu.
• Samsung: Ukhuseleko lwe-22% yesabelo, ukuqinisa isikhundla sayo kwi-market-to-high-end market kunye ne-Galaxy Tab S10 kunye ne-DeX ecosystem.
• Huawei: Ibanjwe isabelo se-12%, ngokuyinhloko e-China nakwiindawo zase-Asia, isebenzise i-HarmonyOS yayo kunye nekhonkco lokubonelela ngeendawo.
• I-lenovo: Isabelo se-9%, sigxile kwimfundo kunye namacandelo ezoshishino kunye nochungechunge lweTab kunye neYoga.
• Abanye (Xiaomi, Amazon, Microsoft, njl.): I-19% idibaniswe, kunye neetafile zoMlilo ze-Amazon ziqhuba kakuhle kwicandelo lokuzonwabisa lohlahlo lwabiwo-mali.

 5 . Ikhonkco lonikezelo kunye neeNdlela zeCandelo

• Iichipsets: Ukutshintshela kwi-3nm kunye ne-4nm iinkqubo ze-node ziphucule ukusebenza kunye nokusebenza kwamandla. I-Apple's A19 kunye ne-Qualcomm's Snapdragon 8 Gen 4 zalawula iipilisi eziphezulu.
• Imiboniso: Ukwandiswa kokwamkelwa kwe-OLED kunye nezikrini ezincinci ze-LED kwiimodeli zeprimiyamu; I-LCD yahlala isemgangathweni kwizixhobo zohlahlo lwabiwo-mali.
• Iibhetri: Unikezelo oluzinzileyo lweebhetri ze-lithium-ion, kunye namaxabiso ehla kancinci ngenxa yokuphucula ukusebenza kakuhle kwemveliso.
• Ukomelela kweTyathanga loNikezo: Uninzi lwabavelisi banemveliso eyahlukeneyo ukuya eIndiya, eVietnam, naseMalaysia, ukunciphisa ukuthembela kwimveliso yengingqi enye.

6.Imingeni kunye nemingcipheko

• Uxinzelelo lwezelizwe: Izithintelo zobuchwephesha base-US-China ziyaqhubeka nokuchaphazela ukufikelela kwii-semiconductors eziphambili kunye nezinto ezinqabileyo zomhlaba.
• Ukunyuka kwamaxabiso kunye nenkcitho yoMthengi: Ukungaqiniseki kwezoqoqosho eYurophu nakwiindawo ezithile zase-Asiya kuthomalalise inkcitho enokuvela.
• Ukhuphiswano oluvela kwiiFolda kunye neeLaptops: Iilaptops ezincinci kunye nezithambileyo kunye nee-smartphones ezisongekayo ziya zingena ngakumbi kwiimeko zokusetyenziswa kwethebhulethi.
• Imithetho yokusingqongileyo: Imithetho engqongqo ye-e-waste kunye ne-recycling kwi-EU nase-China yonyusa iindleko zokuthobela.

 7 .IiNdlela zeXabiso kunye noPhando

• Icandelo lePremium ($600+): Amaxabiso azinzile, kunye neprimiyamu encinci yezakhono ze-AI.
• Uluhlu oluphakathi (600): Amaxabiso okhuphiswano; utshintsho oluncinci.
• ICandelo loHlahlo-lwabiwo-mali (<$300): Ukwehliswa kwexabiso okuncinci ngenxa yokuncipha kweendleko zecandelo kunye nokhuphiswano olukhulu.

Ujongo lwe-Q1 2026: Kulindeleke ukucotha kwexesha lonyaka, kodwa ukusungulwa kwezinto ezintsha kwi-AI kunye nokuhlaziywa kwemveliso okuzayo kunokugcina amandla.

8.Iingcebiso ezicwangcisiweyo

1. .Ukukhawulezisa ukuDityaniswa kwe-AI: Tyala kwisixhobo se-AI kwiimpawu zokwahlula iimveliso kunye nokuphucula amava omsebenzisi.
2. Yandisa kwiiMarike ezisakhulayo: Phuhlisa izixhobo ezifikelelekayo, ezikwindawo yasekuhlaleni ukwenzela imfundo kunye neenkqubo zoqhagamshelwano lwasemaphandleni.
3. Yomeleza Iindlela Zokuzinza: Yamkela imathiriyeli esetyenzisiweyo kwaye uphucule iinkqubo zokugqibela zobomi bokurisayikilisha ukuhlangabezana nommiselo kunye nokulindelwe ngabathengi.
4. Ukufumana izinto ezahlukeneyo: Nciphisa ukuxhomekeka kubaboneleli ababodwa, ngakumbi kwiitshiphusi ezibalulekileyo kunye nezinto ezinqabileyo zomhlaba.
5. Ukuphucula ukumanyana kwe-Ecosystem: Yomeleza ukudityaniswa kwethebhulethi kunye nee-smartphones, iiPC, kunye neenkonzo zelifu ukukhulisa ukugcinwa kwabasebenzisi.

9. Ukuqukumbela

UDisemba ka-2025 uphawule inyanga yokuvala ngamandla kushishino lweethebhulethi, ebonisa ukubaluleka okuzinzileyo kwinkqubo yedijithali yasemva kobhubhani. Ngelixa imiceli mngeni ihleli, ukusungula izinto ezintsha-ngokukodwa kwi-AI kunye nokudityaniswa kwe-ecosystem-ichaza kwakhona indima yethebhulethi ngaphaya kokusetyenziswa kwimveliso kunye nokuyila. Ngokuziqhelanisa nobuchule, ishishini likwindawo entle yokukhula okuphakathi kodwa okuzinzileyo ngo-2026.