Kev xa khoom ntawm lub xov tooj smartphone thoob ntiaj teb tau nce me ntsis hauv lub quarter kawg ntawm 2025, nrog IDC qhia txog 2.3% xyoo-tshaj - xyoo loj hlob txog li 336.3 lab units xa mus thoob ntiaj teb. Qhov ntawd tau pab thawb tag nrho - xyoo tag nrho mus rau ib ncig ntawm 1.26 billion units, nce 1.9% los ntawm 2024. Nws tsis yog kev loj hlob tawg, tab sis xav txog cov teeb meem tsis tu ncua xws li kev cia chip tsis txaus, tariffs messing nrog cov saw hlau, thiab qee qhov kev lag luam hauv ntau lub teb chaws, kev ua lag luam tau pom tias muaj kev ruaj siab zoo.
Zaj dab neeg tiag tiag yog qhov hwm ntu tsav tsheb mus tom ntej. Cov neeg siv khoom tau hloov kho mus rau siab dua - cov xov tooj kawg, foldables tau ua tau zoo heev (tshwj xeeb tshaj yog Samsung's lineup), thiab ntau tus neeg pom tau tias rub tawm qhov pib ntxov ntawm kev yuav khoom vim lawv xav tias tus nqi yuav nce tom qab. Kua thiab Samsung yog qhov tseeb standouts ntawm cov saum toj kawg nkaus players - Apple loj hlob 6.3% rau lub xyoo (tsau cov ntaub ntawv siab ua tsaug rau muaj zog iPhone 17 muag, tshwj xeeb tshaj yog nyob rau hauv Suav teb), thiab Samsung dhia 7.9%. Ua ke lawv tau tuav txog 39% ntawm kev ua lag luam thoob ntiaj teb (nce los ntawm 37% xyoo ua ntej), qhia tias ntau npaum li cas kev hloov mus rau kim, feature- cov khoom ntim tau ua raws.
Hauv Suav teb tshwj xeeb, txhua yam tau zoo dua: Q4 cov khoom xa tuaj tau poob 0.8% rau kwv yees li 75.78 lab units, thiab tag nrho lub xyoo poob qis 0.6% txog 285 lab. Huawei tuaj tawm sab saum toj hauv tsev rau lub xyoo, ua raws li Apple, vivo, thiab lwm yam Apple ua tau zoo rau qhov ntawd nrog iPhone 17 series (kev muab khoom tau zoo dua li qhov xav tau, thiab lawv txawm cuam tshuam qee qhov luv nqi ntawm Pro qauv kom muaj zog mus). Cov khoom lag luam hauv zos tau txiav rov qab rau super- qauv pheej yig los tiv thaiv cov npoo ntawm cov nqi ntxiv.
Ntawm sab zaub, thaum OLED tab tom nce hauv av ceev hauv cov xov tooj hwm thiab cov ntsiav tshuaj (nrog rau kev xa khoom xav tias yuav dhia ntau hauv xyoo 2026), ntau qhov nruab nrab -ntau thiab pob nyiaj siv smartphones tseem vam khom rau LCD vaj huam sib luag. Cov khoom lag luam LCD loj thiab cov chaw tsim khoom lag luam LCD xws li BOE Technology, TCL CSOT, Innolux, AU Optronics, thiab Tianma tseem tuav txoj haujlwm muaj zog hauv qhov chaw no, tshwj xeeb tshaj yog rau tus nqi - siv tau, loj- ntim ntau lawm uas khaws cov khoom nkag- theem khoom pheej yig.
Saib ua ntej, 2026 tuaj yeem ua rau muaj teeb meem nrog cov tib lub nti tsis txaus (suav nrog cov iav ntaub crunch peb tau tham txog ua ntej) muaj peev xwm ua rau cov nqi nce thiab ua kom qeeb.
Ntawm daim ntawv cais tab sis muaj feem cuam tshuam, Guangzhou nyuam qhuav tshaj tawm nws txoj kev npaj loj rau kev tsim "kev tsim khoom ua ntej lub zog" txog xyoo 2035 (tsim hu ua Guangzhou Plan for Accelerating the Construction of the Advanced Manufacturing Strong City, 2024-2035). Lub nroog tab tom mus rau txhua qhov kev lag luam tshiab, tsom mus rau ob npaug kev lag luam ntxiv tus nqi los ntawm 2035 (uas yuav pib ob npaug ntawm kev lag luam tag nrho). Lawv tab tom tsom mus rau "12218" kev lag luam niaj hnub: thawb fusion ntawm kev tsim khoom thiab cov kev pabcuam niaj hnub, digitization + ntsuab transformation, thiab lwm yam.
Ib qho ntawm rau qhov kev lag luam loj tshaj plaws uas tau txais kev ceeb toom hnyav yog ultra- siab - cov ntsiab lus video thiab tshiab / tshiab tso tawm thev naus laus zis. Lub hom phiaj? Loj hlob qhov kev lag luam no mus rau 300 billion RMB nplai los ntawm 2035 thiab tig Guangzhou mus rau hauv qhov raug cai "lub ntiaj teb cov peev txheej" nrog kev sib tw thoob ntiaj teb.
Cov ntsiab lus tseem ceeb hauv cov duab:
- Tsim kom muaj zog xws li cov ntawv luam tawm thiab ultra-siab- ceev UHD ntes iav.
- Ua kom nrawm nrawm ntawm qhov tseem ceeb: UHD SoC chips, cov ntaub ntawv xa tawm chips, siab -kawg CMOS duab sensors.
- Pump kev txhawb nqa mus rau tom ntej no -gen tech: OLED, AMOLED, MicroLED, QLED, luam tawm cov duab, quantum dots, saj zawg zog zaub, graphene zaub, thiab ntau dua - thaum tseem leveraging tsim LCD zaub lwm tus neeg rau kev hloov pauv thiab hybrid daim ntawv thov.
- Hauv cov ntaub ntawv: Tsim cadmium-dawb / lead- dawb siab -kev ua tau zoo quantum dots (liab/ntsuab/xiav), siab- zaus Circuit Court substrates, thiab lwm yam. Lawv tau tsom mus rau QLED cov qauv zoo dua, txhim kho kev ua haujlwm ntawm photoelectric, thiab txheeb xyuas cov kev ua haujlwm tsis ua haujlwm kom ntev dua li cov cuab yeej siv tau ntev dua{5}
- Nyob rau hauv VR / AR / sib tham sib tech: Crack nkhaus / foldable / saj zawg zog cov nyom, ua ntej quantum dot / UHD / luam tawm / saj zawg zog khoom, ua ntej ntawm laser / 3D / MicroLED. Boost OLED vaj huam sib luag tsim, UHD video khoom R & D thiab ntau lawm. Tsis tas li dhia mus rau MicroLED loj hloov mus, silicon-raws li OLED ultra-siab res, heterogeneous computing chips - tag nrho los ua kom cov tsom iav ntse thiab VR/AR kev koom ua ke rau hauv kev tsim, kev kho mob, architecture, geology, ntse tsheb, kev kawm, kev lom zem, thiab lwm yam.
Spatially, lawv nyob nruab nrab ntawm qhov no nyob rau sab hnub tuaj ntawm lub nroog - Guangzhou Development Zone thiab Zengcheng Development Zone li ntxaib cores - los tsim kom muaj tag nrho cov ecosystem los ntawm raw cov ntaub ntawv mus rau cov khoom kawg, tag nrho khi rau hauv "tsheb- zaub-chip" synergies (txuas nrog lub zog tshiab).
Cov kab no ua tau zoo nrog cov xov tooj ntawm tes / kev nthuav qhia dav dav: raws li cov xov tooj (thiab laptops, wearables) kom xav tau cov ntxaij vab tshaus zoo dua - siab dua res, hloov tau, lub zog-ntau, quantum dot- txhim kho - qhov chaw xws li Guangzhou xav muaj ntau dua ntawm cov khoom siv. Nrog cov xov tooj hwm thoob ntiaj teb loj hlob thiab thev naus laus zis zoo li MicroLED / OLED nce qib, nws yog thawj koom ruam ntse rau lub nroog mus nyuaj rau qhov no, thaum cov tuam txhab LCD tswj cov kev xav tau ruaj khov hauv ntu ntu. Yog tias lawv rub nws tawm, nws tuaj yeem pab daws qee qhov kev tsis sib haum xeeb uas peb tau pom tsis ntev los no. Lub sijhawm zoo siab rau cov kiv cua tech!
