1.I-Overall Market Outlook: Ukubuyisela Okumaphakathi kanye Nokulungiswa Kwesakhiwo

• Ithrendi Yokukhula: Imakethe yamathebulethi yomhlaba wonke kulindeleke ukuthi igcine ukukhula okumaphakathi ngo-2026, nakuba izinga lokukhula lingase lehle. I-IDC ibikezela ukuthi imakethe yamathebulethi yase-China izobona ukukhula okungaba ngu-2.4% unyaka nonyaka kumthamo wokuthunyelwa ngo-2026. Ngemuva kokuphinda kuboshwe ngo-2025, imakethe yomhlaba wonke izongena esigabeni esizinzile "sokuthola kabusha okubuthakathaka."
• Izingozi Zokuguquguquka Kwamanani: Njengoba singena ku-2026, ingcindezi ekhuphukayo kumanani ezinto ezibalulekile njengememori (i-DRAM/NAND Flash) ingase ivele. Lokhu kuzokhuphula izindleko zokukhiqiza, okungase kuphoqe ezinye izinhlobo zemikhiqizo ukuthi zikhuphule amanani entengo, ngaleyo ndlela kunciphise isidingo—ikakhulukazi engxenyeni esezingeni eliphansi ezwela amanani.
• I-Market Polarization: Imakethe izobonisa ukuhlukana "okumise okwe-K" -izingxenye eziphezulu zizohlala ziqinile ngenxa yokuhlanganiswa kwe-AI kanye nezidingo zokukhiqiza, kuyilapho izingxenye ezisezingeni eliphansi zizoqhubeka nokuncipha ngaphansi kwezindleko ezikhulayo kanye nokuncintisana okuvela kwezinye izindlela ezifana nama-smartphone-screen esikhulu.

I-2.Core Technological Drivers: I-Dual Innovation ku-AI nesibonisi

• Ukuguqulwa kwe-AI kusuka ku-"Gimmick" kuya "kusidingo":
  • Ukwandiswa kwe-AI ekudivayisi: U-2026 kuzoba unyaka wokuqalisa wamathebulethi e-generative AI (GenAI). Amathebulethi anikwe amandla i-GenAI kulindeleke ukuthi aphathe cishe u-30% wesamba sokuthunyelwa kwethebulethi e-China.
  • Umuzwa Womsebenzisi Oguquguqukayo: Amathebulethi azoshintsha adlule ekubeni "izikrini ezihlakaniphile" abe namandla "e-AI eguquguqukayo", amamodi okulungisa ngokuzenzakalelayo nokuncoma izinhlelo zokusebenza ezisuselwe kubasebenzisi (isb., izingane, ochwepheshe) nezimo (isb., ukufunda, imihlangano, ukuzijabulisa).
  • Ukukhiqiza Okuthuthukisiwe: I-AI izohlanganiswa ngokujulile ibe ngamasudi okukhiqiza, inike amandla imisebenzi yezinga lochwepheshe njengamanothi omhlangano ahlakaniphile, ukuhumusha kwesikhathi sangempela, kanye nokuhlelwa kwesithombe okuxhaswe yi-AI—ukuguqula amathebulethi asuke "kumadivayisi wokuzijabulisa" abe "amathuluzi okukhiqiza" angempela.
• Bonisa Ukuthuthukiswa Kwezobuchwepheshe:
  • Ukungena kwe-OLED Kuyashesha: Ngenxa yokwehla kwezindleko, izibonisi ze-OLED zizokhula ngokushesha zibe izimakethe ezisezingeni eliphezulu, zinikeze ukugqama okuphakeme nokunemba kombala, zibe yizinga kumamodeli aphambili.
  • I-Screen size Polarization: Ithrendi "enkulu nencane" izovela ngosayizi besikrini:
    • Izikrini Ezikhudlwana: Amadivayisi anezikrini ezingaphezu kwamayintshi angu-10 azofana kakhulu nama-PC, agxile emsebenzini wasehhovisi nokudala okuqukethwe.
    • Ukuvuselelwa Kosayizi Abahlangene: Amathebulethi aphathekayo efomethi encane (isb., 8–9 amayintshi) azophinde adume, ahlinzekele ukusetshenziswa kwesandla esisodwa nokuzijabulisa kweselula.

3.I-Competitive Landscape: Abanamandla Baqina Kakhudlwana, Futhi Imikhiqizo YaseShayina Iyagqabula

• Ukubusa kwemikhiqizo ehamba phambili: I-Apple kanye ne-Samsung, abasebenzisa amandla okulawula ukuthengwa kwempahla okuqinile kanye neprimiyamu yomkhiqizo, bazokuhlomela kangcono ukuthola ukwenyuka kwezindleko ngo-2026, kuthuthukise ukuqina nokuncintisana kwabo.
• Abakhiqizi BaseShayina: Ukuya Emhlabeni Wonke Nokuqinisa Ukuncintisana Kwasekhaya:
  • Isu Elithuthukisiwe Lokwandisa Umhlaba: Imikhiqizo yesiShayina (isb., i-Lenovo, i-Huawei, i-Xiaomi) izosuka endleleni elula "yentengo ephansi, yevolumu ephezulu" iye esu "lokuphumelela ngokusebenzisa ulwazi"—ukudala okuhlangenwe nakho okuhlukene komsebenzisi ngokwenza kwasendaweni okujulile, ukuthuthukiswa ngokubambisana kohlelo lokusebenza, noma ubudlelwano ukuze bakhe imigoqo yokuncintisana ezimakethe zaphesheya.
  • Gxila Kwezemfundo Nezigaba Zezentengiselwano: Imikhakha yezemfundo (isb., izici zedivayisi yokufunda) nezohwebo (isb., ihhovisi lefu, ukwenza ngendlela oyifisayo umkhakha) kuzoba yizindawo ezibalulekile zokukhula kubakhiqizi base-China.

4.Ukuhlukaniswa Kwemakethe: Kusuka kokuthi "Enye indlela" kuye "Itheminali Edidiyelwe"

• Ukuhlanganiswa kwe-Ecosystem: Amathebulethi kancane kancane azodlulela ngalé kwendima yawo njengokuthatha indawo yama-smartphone noma ama-PC, aguquke abe yizindawo zokulawula ezimaphakathi namatheminali ahlanganisiwe ngaphakathi kwe-IoT ecosystem. I-Cross-device synergy (isb., ukusebenzisana okungenazihibe nama-smartphones, ama-PC, nezinto ezigqokwayo) kuzoba isihlukanisi esiyinhloko somkhiqizo.
• Ukukhula Kwezinhlelo Zokusebenza Zezentengiselwano Neziqondile:
  • Cloud Tablets: Ngokunwetshwa kwezinsizakalo zekhompuyutha yamafu, amaphilisi amafu emodi eminingi azogcina ukukhula okuphezulu kuzo zombili izimakethe zabathengi kanye nama-SME, ngezinga lokukhula elilindelekile elidlula u-25%.
  • Izicelo Eziqondene Nemboni: Amathebulethi azobona ukutholwa okujulile emikhakheni efana nokunakekelwa kwezempilo (ukuphathwa kwamarekhodi ezokwelapha), ukuthengisa (izinkokhelo zamaselula), kanye nemikhakha yezimboni (ukulawulwa kwezisetshenziswa).

5.Izingozi Nezinselele

• Izingcindezi Zezindleko: Njengoba kushiwo, ukukhuphuka kwezintengo zezingxenye ezibalulekile ezifana nenkumbulo kuzoba ukungaqiniseki okukhulu kakhulu ngo-2026, okungase kukhawulele ukuthunyelwa noma ukuphoqa imikhiqizo emincane ukuthi iphume emakethe.
• Umjikelezo Wokushintshwa: Ngenxa yesikhathi eside sempilo yamathebulethi kanye nembuyiselo enciphayo evela ekuthuthukisweni kwehadiwe, ukuzimisela komthengi ukuthuthukisa kuhlala kubuthakathaka—ngaphandle kwalapho kuvela izimo zokusetshenziswa eziphazamisayo (isb., ukuhlanganiswa okujulile ne-AR/VR).

Ukugcina

Imakethe yamathebulethi ngo-2026 izodlula nje kokunwetshwa kwevolumu futhi ingene esigabeni esisha "esiqhutshwa inani". Amakhono e-AI kanye nokuhlanganiswa kwe-ecosystem kuzoba yizici ezibalulekile zokusinda komkhiqizo, kuphinde kuqinise isabelo semakethe phakathi kwabadlali abaholayo. Kubathengi, ukuthenga ithebhulethi kuzofana kakhulu nokuthenga "indawo yokusebenza ephathekayo" noma "isikhungo sokuzijabulisa sasekhaya," kunesidlali sevidiyo esilula.