Muva nje, imakethe yamathebulethi yomhlaba wonke ikhushulwe enguqulweni entsha yokulungiswa kwamanani, nemikhiqizo ejwayelekile ehlanganisa i-Xiaomi, i-Honor, i-Lenovo, ne-Dell imemezela ngokulandelana ukukhuphuka kwentengo yemikhiqizo yabo yethebhulethi, idonsa ukunaka kubathengi kanye nemboni. Ngokwemibiko eminingi, ngemuva kwalo mzuliswano wokwenyuka kwamanani kukhona ukusebenzisana okuyinkimbinkimbi kwezinto, okuhlanganisa ukukhuphuka kwezindleko zamashiphu okugcina, izingcindezi ze-supply chain ezivela ekukhuleni kwemboni ye-AI, namasu okwenza iprimiyamu yemikhiqizo, ngokuhlangene abumba kabusha isimo samanani emakethe yamathebulethi.

Intengo Ebalulekile Iyakhuphuka, Imikhiqizo Eningi Ilungisa Intengo Yomugqa Womkhiqizo

Kusukela ekuqaleni kuka-2026, uhlelo lwethebhulethi ye-Xiaomi luhole ekulungisweni kwentengo, kanti amanye amamodeli abona ukwenyuka ngo-15% -20%. Intengo yokuqala yochungechunge lweRedmi Pad, ngokwesibonelo, ikhuphuke isuka ku-999 yuan yaya ku-1,199 yuan, kuyilapho i-Xiaomi Tablet 7 Ultra esezingeni eliphezulu idlule uphawu lwama-yuan angu-6,000. Khonamanjalo, izinhlobo ezifana ne-Honor, Lenovo, ne-Dell nazo zilandele okufanayo, ngokukhuphuka kwentengo kwama-yuan angu-200-800 kuwo wonke amamodeli ahlukahlukene. Abangaphakathi embonini baveza ukuthi ukunyuka kwamanani kubhebhetheka kusukela emakethe yezinga lokungena kuya engxenyeni ephakathi kuya kwephezulu, okubonisa inselele esikhathini samaphilisi "ezinga eliphezulu lokusebenza" abathengi asebejwayele ukuwajwayela.

Ukuhlaziywa Kwembangela Eyinhloko: Inkinga Ye-Memory Chip kanye Nomphumela Wokuhlinzeka Ngomkhakha We-AI

Izintengo ze-Memory Chip Ezingaphandle Kokulawula, Izingcindezi Zezindleko Ezidluliselwe Emikhiqizweni Yokuqeda

Umbiko wenkampani ehlaziya imboni i-TrendForce ukhombisa ukuthi isidingo esandayo samaseva e-AI sibambe ingxenye enkulu yenkumbulo ye-DRAM kanye ne-NAND flash, okuholela ekungalinganini okukhulu kwesidingo sokuhlinzekwa kwama-memory chips. U-Lei Jun, uMongameli we-Xiaomi Group, wavuma ngokungagwegwesi, "Ukwenyuka kwezindleko zokugcina kudlule kakhulu obekulindelekile, futhi amaphethelo enzuzo amamodeli aphakathi nendawo kuya kwephansi awasakwazi ukukhokhela izindleko." Idatha ibonisa ukuthi izindleko zememori zenza u-10% -15% wesamba sezindleko zezinto zethebhulethi, okuyenza ibe umshayeli oyinhloko wokwenyuka kwentengo.

I-AI Industry Boom Icindezela I-Consumer Electronics Supply Chain

Isidingo esingenakunyakaziswa senkumbulo esebenza kahle kakhulu evela ku-AI yokuqeqeshwa kwemodeli enkulu kanye nokuthunyelwa kweseva siholele ekugxilweni kwezinsiza zemboni ye-semiconductor emkhakheni we-AI. Umhlaziyi u-Yidi Yiyao uveze, "Umthamo wokukhiqiza we-semiconductor womhlaba wonke uyalungiswa, izinto zikagesi ezisetshenziswa ngabathengi bendabuko ziphoqeleka ukuthi zidedele ingxenye yomthamo, ngaleyo ndlela kubangele ukushoda kanye nokwenyuka kwamanani." Lokhu kuthambekela kulindeleke ukuthi kuqhubeke kuze kube sekupheleni kuka-2026, namaphilisi ebanga eliphakathi okungenzeka abhekane nenkinga "yokucushwa okuncishisiwe ukuze kugcinwe inani" (isb., ukususwa kwezinketho zesitoreji esingu-1TB, ukulungiselelwa kwe-RAM okuncishisiwe).

Isu Lokwenza I-Brand Premiumization kanye ne-Ecosystem Layout Drive Up Costs

Imikhiqizo efana ne-Xiaomi isheshisa ukwenziwa kweprimiyamu kwemikhiqizo yabo yethebhulethi. Ukuhlanganiswa kwama-chips azithuthukisile (isb., i-Xuanjie O1), ukushaja okusheshayo okungu-120W, nezici zokuxhuma kwe-ecosystem (isb., ukuhambisana kwesicelo sezinga le-PC, ukusebenzisana kwamadivayisi ahlukene) kuthuthukise ukuncintisana komkhiqizo kodwa futhi kwakhuphula i-R&D nezindleko zokukhiqiza. Umhlaziyi u-Yidu Yitian ukholelwa ukuthi "umncintiswano wezikhali wobuchwepheshe, okuhloswe ngawo ukuncintisana nemikhiqizo efana ne-iPad, uphoqa abakhiqizi bethebhulethi ye-Android ukuthi basekele ukutshalwa kwezimali kwabo okusha ngamaphrimiyamu amanani."

Izimpendulo Zemboni kanye Nezeluleko Zabathengi

Bebhekene nengcindezi yokukhuphuka kwamanani entengo, abakhiqizi basebenzisa amasu ahlukene: I-Honor ithuthukisa ukuphathwa kwe-supply chain ukuze kwehliswe izindleko, kuyilapho i-Xiaomi iqinisa ukuhlanganiswa kwe-ecosystem ukuze kuthuthukiswe inani lomkhiqizo. Ngaleso sikhathi, abaphathi bezimboni ezimbalwa baye beluleka abathengi ukuthi "bahlele ngokunengqondo isikhathi sokuthenga" -labo abanesidingo esiphuthumayo sokuthuthukisa bangase bacabangele ukuthenga ngokushesha ukuze bagweme ingcuphe yezintengo eziphakeme zesikhathi esizayo noma ukwehla okungaba khona kokucushwa.

I-Future Outlook: Ukuqamba Okusha Kwezobuchwepheshe Njengokhiye Wokuxazulula

Nakuba igagasi lamanje lokukhuphuka kwentengo iletha ubuhlungu besikhashana, imboni ngokuvamile ikholelwa ukuthi ukuphumelela kwezobuchwepheshe kanye nokulinganisa kabusha kwamandla okukhiqiza kuzoyidambisa le nkinga. Njengoba ubuchwepheshe be-chip yememori yasekhaya buvuthwa, amaketanga okuhlinzeka nge-AI kanye nogesi wabathengi ahlukana kancane kancane, futhi kusetshenziswa izinqubo ezintsha zokukhiqiza ezonga amandla, imakethe yamathebulethi kulindeleke ukuthi ibuyele endleleni yokukhula okunengqondo ngo-2027. Ngaleso sikhathi, imikhiqizo ehlanganisa ukusebenza okuphezulu nezintengo eziphusile kungenzeka iphinde ibe inkambiso yemakethe.