Ma aha oo kaliya in hantida ma-guurtada ah la iibiyo, laakiin sidoo kale telefoonnada gacanta.
Sida laga soo xigtay khabiirka cilmi-baarista taleefanka gacanta Ming-Chi Kuo,Mashiinnada AndroidWaxay wajahayaan khatarta ah in alaabada sare loo qaado, Xiaomi oo u dhiganta 20-30 milyan oo qaybaha taleefanka gacanta ah, soo ururinta ugu awoodda badan waa processor-ka, taleefannada gacanta ee Samsung iyo alaabada qaybahooda, ayaa la filayaa bisha June in laga dhigo biyo caadi ah. heerka.
Bishii May ee la soo dhaafay, warshadaha casriga ah ee Shiinaha ayaa ka naxay 30 milyan oo alaabada casriga ah, burburka xawliga intii la filayey, ilaa saddex meelood meel ahaan, nidaamka gudaha ee Android-ka gudaha ee silsiladaha taleefanka gacanta ee alaabada soo saara giraanta ayaa sii waday inay kor u kacdo, saamiyada Weir, Jusheng micro iyo Huideng technology. Maalmihii ganacsiga alaabadu waxay dhaafeen celceliska heerka ku dhawaad saddex sano, halka guud ahaan shixnadaha casriga ah ee caalamiga ah sannadkii hore, ay hoos ugu dhaceen meeshii ugu hoosaysay tan iyo 2013.
Taleefannada gacanta ee hooseeya iyo kuwa dhexe waxay keenayaan dagaal qiimo leh oo aan horay loo arag, moodooyinka sare ee Apple sidoo kale waa qiimo dhimis naadir ah, dib u dhaca hadda ee arrimaha alaabada taleefannada gacanta in ka badan hal sano, sida loo eedeeyo oo looga naxo gudaha iyo Telefoonka gacanta ajnabiga ah ee qaybaha elektarooniga ah silsilad warshadaha?Goorma ayaa alaabta la nadiifin doonaa?Akhri maqaalkan waxaadna ka baran doontaa.
1. Xiaomi, xaaladda alaabada taleefanka gacanta ee Samsung
2. sida soo saarayaasha taleefoonada gacanta ay u soo saaraan alaabada
3. Waxqabadka ugu dambeeyay ee silsiladda sahayda taleefanka gacanta
01 Hoos u dhaca weyn ee Android
Baahida hoose iyo dhexe ayaa ah tan ugu xun
Mashiinnada Android ayaa wajahaya khatarta alaabada sare, iyo nadiifinta alaabada waxaa jira hoos u dhac weyn, sababtoo ah baahida daciifka ah ee qaybaha iyo qaybaha ka soo jeeda noocyada ama qaybiyeyaasha / iibiyaasha, khubarada ayaa aaminsan in bilaha 6-9 ee soo socda ay wali arki doonaan tiro badan oo ah shixnadaha sanadba sanadka ka dambeeya heerka kobaca ayaa hoos u dhacay.
Dakhliga ganacsi ee taleefanka gacanta ee Xiaomi ayaa hoos u dhacay 11.1% sanad kasta rubuci saddexaad ee 2022, iyada oo shixnadaha casriga ah ay hoos u dhaceen 8.4% sanad gudihii ilaa 40 milyan unug iyo ASP-yada taleefanka gacanta hoos 3% ilaa 1,058 yuan.
Dallacaadda dhimistawali waa socotaa, dhawaan madaxweynaha kooxda Xiaomi Lu Weibing ayaa sheegay in qiimaha RedmiK60 cusub, oo la sii daayay Disembar, laga dhigay 2,999 yuan kaliya 12+512GB, qiimo dhimis 300 yuan ah, iyo dammaanad qiimaha isticmaalayaasha kuwaas oo horey u iibsaday noocaan.
Dhab ahaantii, iyada oo loo marayo xayeysiisyo dhamaadkii sannadkii hore, Xiaomi ee alaabada taleefanka gacanta ee tiro badan oo qiimo jaban iyo mid dhexdhexaad ah ayaa hoos u dhacay, laakiin weli si buuxda ugama xoroobi khatarta alaabada sare.Alaabteeda "alaabta la soo saaray" waxay gaartay 27.3 bilyan yuan rubuci saddexaad ee 2022, oo hoos uga dhacay sannadkii hore, laakiin waxay ka dhigan tahay 65% dakhliga taleefanka gacanta rubuci saddexaad.
Waxqabadka maamulaha xerada Android ee caalamiga ah ee Samsung sidoo kale maaha mid rajo leh.
Dakhliga rubuci afaraad ee Samsung Electronics 2022 wuxuu hoos u dhacay 8 boqolkiiba sanadka oo dhan iyo faa'iidada hawlgelintu waxay ka hoosaysay sidii hore loo qiyaasay, iyo waxyaabo kale, si ay hoos ugu dhigto iibinta taleefannada casriga ah qaybteeda MX (Mobile eExperience).Qaybta MX ee Samsung waa qayb ka mid ah kooxda ganacsiga ee DX (Device eExperience), dakhligeeduna wuxuu hoos u dhacay 4% sanadba sanadka ka dambeeya iyo 10% oo isku xiga rubuci afaraad ee 2022 marka lagu daro dakhliga ka soo xarooda qalabka guriga iyo alaabada kale.
Fadhiidnimada talefanka gacanta, chips-ka talefanka gacanta iyo agabka agabka kale ee elektiroonigga ah ayaa aad u badan, sida loo dheefshiido kaydkan, kuwa soo saara talefannada gacanta waxa ay sameeyeen shaqadoodii guriga.Chip majors ayaa shaaca ka qaaday in baahida suuqa talefannada gacanta ee hooseeya iyo kuwa dhexe ay yihiin kuwa ugu liita marka loo eego suuqa talefannada gacanta ee ugu sarreeya.Dhab ahaantii, qiimaha 1000-3000 yuan ee suuqa taleefoonnada gacanta ee hooseeya iyo kuwa dhexe, telefoonnada casriga ah ee gudaha ayaa mar kale daboolaya xadka ugu ballaaran.
Tan ugu tooska ah waa heshiisyada, dagaalka qiimaha, soosaarayaasha taleefannada gacanta ee caadiga ah waxay ku jiraan "6.18", "Double 11" iyo wakhtiyada kale ee muhiimka ah ee xayeysiisyada la taaban karo.Bishii Nofeembar ee la soo dhaafay, suuqa taleefanka gacanta ayaa keenay carnival "xisbiga sugitaanka", xerada Android, 2000 yuan waxay iibsan kartaa qaabeynta waxqabadka isku dheelitiran ee "mashiinka baaldiga", ￥ 1000 qiimaha ayaa ka badan si dadka loogu oggolaado inay indhaha soo qaadaan.￥2000-3000 oo ah xayndaabka qiimaha dhimista ayaa inta badan ah tan ugu cad.
Taleefannada gacanta ee Apple ee ka baxsan xerada Android, ayaa sidoo kale looga shakisan yahay inay ka qayb qaadanayaan habka dhimista qiimaha, sannadkii hore telefoonnada gacanta ee Apple ayaa la sii daayay wax ka yar hal bil, marka lagu daro moodooyinka sare ee moodooyinka caadiga ah ayaa hoos u dhacay 5200 yuan, laga bilaabo Febraayo 5 sanadka, Apple sidoo kale qiimo dhimis naadir ah, moodooyinka dhamaadka-sare ee iPhone 14 Pro Taxanaha dukaamada la oggolaaday ee khadka tooska ah ayaa guud ahaan hoos u dhigay qiimaha ilaa 700 yuan, suuqa casriga ah ee casriga ah ee adduunka ayaa soo galinaya daqiiqad mugdi ah.
Soo-saareyaasha ku jira furitaankaqaabeynta mashiinka cusub, Waxa kale oo laga yaabaa in lagu saleeyo tixgelinta alaabada, waxay og yihiin "khamri hore oo ku jira dhalooyin cusub", ugu dareenka badan ayaa ah qaabka waxaa loo isticmaali karaa qaabeyn yar oo isku mid ah.
Qaar ka mid ah dadka isticmaala aqoonta leh ayaa sheegay in sanadkan, waxaan aragnaa badeecooyin badan, xitaa alaabooyinka ugu muhiimsan, waxay sii wadaan isticmaalka qaybo aad u da' weyn, iyo qaybo ka mid ah alaabooyinka waaweyn waa in loo isticmaalo moodooyinka ugu muhiimsan, alaabooyinka laanta si fudud uma dheefi karaan alaabada.
Laga bilaabo nuska labaad ee 2021-ka, amarada goynta taleefanka gacanta ayaa bilaabay inay khamiiraan, marka loo eego tirakoobka Jiji Cat, noocyo badan oo 2021 ah oo ku saabsan qaabeynta qaar ka mid ah alaabada qarxa ee caanka ah si loo hagaajiyo, ka dibna loo taxay iib 2022.
Qaar ka mid ah qaabeynta caadiga ah ee sannadihii hore ee 2022 ayaa wali badanaa arki kara, sida Qualcomm Snapdragon 870, Snapdragon 778, darajooyinka taleefanka gacanta CMOS IMX766, isku dhafka 8 + 2 MP-kaamera-hoosaadka, qalabka cusub ee guga oo ay ku jiraan alaabada calanka , oo ay ku jiraan wax soo saarka ugu muhiimsan ee mid kasta, waxaan ku tufinaa kor u qaadida ma aha mid cad, iyo qaar ka mid ah xitaa hoos.
Muddo dheer, wareegga beddelka is-afgaradka warshaduhu wuxuu ahaa 18 bilood, laakiin 2022, wareegga beddelka ee macaamiisha guriga ayaa fidsan ilaa 30 iyo 36 bilood.Hoggaamiyaha silsilada saadka talefannada gacanta ayaa sheegay in laga bilaabo rubuci saddexaad iyo afraad ee 2021, qiimo dhimista ayaa noqotay mawduuca ugu muhiimsan ee soo saarayaasha taleefannada gacanta, wareegga suuqa ee MediaTek iyo chips Processor-rada Qualcomm ayaa bilaabay inay hoos u dhigaan qiimaha.
Hoos u dhigista qiimaha mashiinka cusub waxay sii socotaa bilawga sanadka 2023, telefoonada hooseeya, Redmi qiimaha galmada hadda ma aha monopoly, oo lagu daray Ace2, run GT Neo5 quful 2000-3000 yuan qiimaha qaybta, ilaali oo aan ka daciifin Qaabeynta K60 isla mar ahaantaana qiimaha daacadnimada.
Soosaarayaasha dambe sida loo wajaho hoos u dhac ku yimid baahida, laga yaabee in sanadkan "6.18" dabbaaldegyada wax iibsiga waa la arki karaa - kuwaas oo qiimihiisu quusin weyn, kuwaas oo si liidata u iibiyey, cadaadiska alaabada.
02 Silsiladda sahayda taleefanka gacanta natiijooyinkii ugu dambeeyay.
Simbiriirixid, daciif ah
Qaybaha elektiroonigga ah ee taleefanka gacanta, xusuusta ayaa qiyaastii ah 15-20%, Processor-yada iyo chips-yada kale waxay xisaabiyaan qiyaastii 15-20%, shaashadaha 10-20%, kamaradaha 10-15%, RF/anteenada 5-10%, marka lagu daro qolofka/qaybaha dhismaha, baytariyada, FPC/PCB iyo wixii la mid ah.
Sannadka 2022, silsiladda sahayda taleefanka gacanta waxaa guud ahaan saameeyaa hoos u dhaca baahida macaamiisha ee daran, iyo heerka alaabada alaabtu waxay sii iftiiminaysaa casaanka, xitaa taasoo horseedaysa khasaarooyin waxqabad, oo ay ku jiraan laakiin aan ku xaddidnayn labada chip taleefanka gacanta MediaTek iyo Qualcomm, Texas Instruments leh macaamiisha kala duwan ee ugu badan, hogaamiyaha chip aqoonsiga faraha Huitian Technology, hogaamiyaha lens indhaha caalamiga ah Sunwoo Optical, samaynta chip RF gudaha ee la doortay Micro iyo VTech, hogaamiyaha MLCC Murata, iyo soosaarayaasha chip xusuusta tiro badan, oo keenaya jawi aad u adag suuqa 2023 .
Kuwa soo socda ayaa ah natiijadii ugu dambaysay ee shirkad kasta oo la xidhiidha talefanka gacanta.
Soo-saareyaasha taleefanka gacanta iyo chips-yada kale
Dakhliga MediaTek Q4 2022 ayaa hoos u dhacay 25% sanadba sanadka ka dambeeya iyo 26% si isku xigta.Qaybta ganacsiga gacanta, oo gacan ka gaysatay 52% dakhliga MediaTek rubuci afraad ee 2022, ayaa hoos u dhacay 25% sannad-sannadka iyo 30% oo isku xigta sababtoo ah hoos u dhac ku yimid Shiinaha, baahida macaamiisha daciifka ah iyo hagaajinta alaabada OEM ee casriga ah sida macaamiishu si adag hagaajiyaan alaabadooda, qayb MediaTek waxay dib u eegtay dakhliga rubuci hore ee 2023 ilaa $300-$3.4 bilyan, hoos 35- MediaTek waxay hoos u dhigtay dakhliga ilaa $300-3.4 bilyan ee Q1 2023, hoos 35-40% sanad gudihiis iyo 3-12% oo isku xigta, oo hagay heerarka alaabada inay ku soo noqdaan caadi dhamaadka H1 2023.
Dakhliga qaybta CDMA ee Qualcomm's CDMA Technologies (QCT) rubuci hore ee miisaaniyada 2022/23, oo ay ku jiraan chips-yada casriga ah, qaybaha hore ee RF, chips baabuurta iyo aaladaha IoT, ayaa hoos u dhacay 11 boqolkiiba sanadka oo dhan, iyada oo dakhliga chip gacanta uu hoos u dhacay 18 boqolkiba sanadka ka dambeeya.Marka la eego jawiga dhaqaalaha iyo baahida, shirkaddu waxay sii yaraynaysaa kharashaadka waxayna hadda rajaynaysaa kor u kaca heerarka alaabada kanaalka ee warshadaha gacantu inay sii socdaan ilaa ugu yaraan nuska hore ee 2023, iyadoo hoos u dhac kale ku yimid shixnadaha gacanta ee 3G, 4G iyo 5G ay u badan tahay 2023 marka la barbar dhigo ilaa 2022.
Hogaamiyaha gunta aqoonsiga sawirka faraha Huideng Technology ayaa rajaynaysa in ay gaadho faa'iido saafi ah oo loo aanayn karo milkiilayaasha shirkada waalidka ee -900 milyan yuan ilaa -600 milyan yuan sanadka 2022, marka la barbar dhigo isla muddada sanadkii hore, taas oo keeni doonta khasaare .Sababta ugu weyn ee wax-is-beddelka shaqadu waxa weeye, inta badan wax-soo-saarka shirkadu waxa ay ku xidhan yihiin suuqa casriga ah ee casriga ah, taas oo ay saamayso xaaladda caalamiga ah, dhaqaale-xumada iyo faafitaanka joogtada ah, taas oo keentay hoos u dhac weyn oo xagga suuqa ah iyo baahida macaamiisha;Isla mar ahaantaana, tartanka badeecada ugu weyn ee shirkadu wuxuu xoojiyey cadaadiska qiimaha iibka, taas oo keentay in 35% ilaa 45% hoos u dhaco dakhliga shaqada ee shirkadda 2022. Miisaaniyadda 2022, bixinta naafada hantida kala duwan waa lagu qiyaasay inta u dhaxaysa $702 milyan ilaa $872 milyan.
Xirmooyinka xusuusta taleefanka gacanta
Dakhliga Samsung Electronics' Q4 2022 ayaa hoos u dhacay 8%, faa'iidada shaqaynaysa ayaa hoos u dhacday 69% sanad ka badan.Kooxda ganacsiga DS (Device Solutions), oo inta badan mas'uul ka ah ganacsiga semiconductor iyo chip foundry, ayaa sheegay hoos u dhac 24% dakhliga rubuci afraad ee 2022 marka la barbar dhigo isla muddadaas sannadkii hore iyo 13% hoos u dhac ku yimid isla muddadaas sannadkii hore ;Dakhligeeda sanadka oo dhan 2022 wuxuu ahaa 9,846 bilyan oo ay ku guuleysteen (qiyaastii $79.9 bilyan), koror 3% ah marka loo eego 2021. Hoos u dhaca dakhliga kooxdan ganacsiga waxaa inta badan sabab u ah nuugista alaabada dhinaca macmiilka iyo hoos u dhaca qiimaha chip memory-ga.
Dakhliga SK Hynix rubucii afraad ee 2022 ayaa hoos u dhacay 38 boqolkiiba sannadkii, iyadoo khasaaraha saafiga ah uu gaarayo 3.52 tiriliyan ku guuleystay ($2.881 bilyan), marka la barbar dhigo faa'iidada saafiga ah ee 3.32 trillion ($2.717 bilyan) sanad ka hor, SK Hynix rubucii ugu horreeyay khasaaraha ilaa rubuci saddexaad ee 2012 iyo khasaaraha ugu weyn saddexdii biloodba mar ee la diiwaan geliyo.SK Hynix ayaa weli rajo ka qaba baahida suuqa ee rubuci hore ee 2023, iyadoo la filayo in heerka kobaca shixnadaha DRAM uu hoos u dhici karo in ka badan 10% hoos u dhacana uu sii socon doono qeybta hore ee sanadka.
Dakhliga Micron ayaa hoos u dhacay 39% si isku xigta iyo 47% sanadka oo dhan rubuci hore ee miisaaniyada 2023. Marka la eego ismaandhaafka ba'an ee u dhexeeya saadka iyo baahida gelaya 2023, Micron waxay rajaynaysaa faa'iidada warshadaha oo dhan in la hor istaago sanadka oo dhan.Micron waxay qaadaysaa tillaabo adag oo lagu dhimayo saadka iyo kharashaadka.Micron waxay qaadaysaa tillaabo adag oo lagu dhimayo saadka iyo kharashaadka.
Bandhigga taleefanka gacanta
Bandhiga gudaha ee weyn BOE 2022 dakhliga saddexda rubuc ee ugu horreeya 132.744 bilyan yuan, hoos u dhac 19.45% sanad kasta;faa'iidada saafiga ah ee loo aanayn karo 5.291 bilyan yuan, hoos u dhac 73.75% sanad kasta.Waxaa ka mid ah, dakhliga rubuci saddexaad wuxuu ahaa RMB 41.134 bilyan, oo hoos u dhacay 26.79% sannadkiiba;faa'iidada saafiga ah ee hooyada loo aaneynayaa waxay ahayd RMB 1.305 bilyan.2022 Laga bilaabo Jannaayo ilaa Sebtembar, shirkaddu waxay samaysay qodobbo ku saabsan naafanimada hantida kala duwan ee wadarta RMB 7,482.22 milyan, khasaaraha naafanimada ayaa saamaysay wadarta faa'iidada -RMB 2,957.17 milyan.
Dakhliga kooxda ganacsiga Samsung SDC (Samsung Display) rubuci afraad ee 2022 wuxuu ahaa 9.31 tiriliyan ku guulaysteen (qiyaastii $7.6 bilyan), hoos 3% sannad-sannadka iyo 1% siday isugu xigaan;Dakhliga sanadka oo dhan 2022 wuxuu ahaa 3.438 trillion (qiyaastii $27.9 bilyan), ilaa 8% marka la barbar dhigo 2021. Samsung ayaa sheegtay in taleefoonnada gacanta ee OLED panels aan aad u saamaynin, dakhliguna weli waa adag yahay.
Alaabta Chip ayaa dib u soo cusboonaatay shalay
Goorma ayay soo kaban doontaa?
Warshadaha taleefannada gacanta ayaa hore u lahaa caqabado alaabeed.
2014, iyadoo imaatinka xilliga 4G, saddexda hawlwadeen ee ugu waaweyn si loo yareeyo kabitaannada, "Shiinaha Cool Union" kala daadsanaanta, ganacsiga kanaalka gudaha ayaa ka digay "200 milyan oo alaab ah";rubuci hore ee 2020 dillaaca taaj cusub, saadka ayaa xannibay, shixnadaha casriga ah ee Shiinaha ee wax ka yar 50 milyan, kii ugu hooseeyay sagaalkii rubuc ee la soo dhaafay, tan iyo markaas aan la xannibin oo jiiday isticmaalka aargoosiga, rubuci labaad ee 2020 shixnadaha in ka badan 100 milyan.
Nadiifinta alaabada dhamaadka sanadka waxay sidoo kale noqotay hawlgal joogto ah oo loogu talagalay soosaarayaasha taleefannada casriga ah, sida dhimista weyn ee silsiladda Android si ay meesha uga saarto xalalka aan shaashadda buuxan dhamaadka 2017, iyo dhimista hal abuur la'aanta Apple moodooyinka dhamaadka 2018.
Marka la eego dhacdada Huawei iyo la'aanta qulqulka xudunta u ah 2021, soosaarayaasha taleefannada gacanta ayaa wajahaya tartan naxariis darro ah waxayna halis geliyaan alaabada si ay u kordhiyaan kaydinta.Ka bixitaanka Huawei, oo ka dhigan 40% -50% ee suuqa taleefoonnada gacanta ee qaranka, ayaa sidoo kale ka dhigaysa ciyaartoyda taleefannada gacanta inay bilaabaan inay si indho la'aan ah u yimaaddaan.Iyo sicir bararka 2022, xaaladda Ruushka iyo Ukraine, faafitaanka gudaha, macaamiisha taleefanka gacanta si ay u beddelaan qaboojinta niyadda, dad badan ayaa doorta inay sii wadaan "si taxadar leh".
Bishii Maajo 2022, warbaahintu waxay ku tilmaantay hoos u dhaca warshadaha casriga ah ee Shiinaha inay yihiin "isbeddel burburaya", iyadoo warshadaha teleefannada gacanta ay hore u haysteen 30 milyan oo taleefoonnada casriga ah, oo ay ku jiraan in ka badan 20 milyan oo badeecooyin ah iyo in ka badan 10 milyan oo badeecooyin dhammays tiran iyo qaybaha asaasiga ah. kaydka ku jira.Falanqaynta Istaraatiijiyada ayaa soo saartay warbixin muujinaysa in guud ahaan shixnadaha casriga ah ee caalamiga ah ee 1.2 bilyan ee 2022 ay joogaan meeshii ugu hoosaysay tan iyo 2013.
Suuqa gudaha, suuqa casriga ah ee Shiinaha ayaa soo rari doona ku dhawaad 286 milyan oo unug sanadka 2022, hoos u dhac 13.2% sanadka ka dambeeya.Saddexdii bilood ee la soo dhaafay, suuqa casriga ah ee Shiinaha waxa uu soo raray ilaa 72.92 milyan unug, oo hoos u dhacay 12.6% sannadkiiba.
Baahida aan la kicin karin waxay cadaadis ku saari doontaa kuwa sameeya chips-ka sare, jajabyada silsiladaha taleefanka gacanta ee gudaha, gaar ahaan nidaamka Android wuxuu wajahayaa cadaadis weyn oo alaab ah.
Sannadkii 2022 Q3, alaabada nidaamka Android ee gudaha silsiladaha telefoonnada gacanta ayaa sii waday inay kor ugu kacdo isla giraantaas, ilaa kuwa sameeya silsiladaha taleefanka gacanta ee Weir, Josun Micro iyo Huideng Technology, tusaale ahaan, maalmaha alaabada ee saddexda shirkadood. waxay ku dhow yihiin ama ka badan yihiin 250 maalmood, oo dhaaftay celceliska heerka saddexdii sano ee la soo dhaafay.Heerarka alaabada alaabada ayaa kor u kacayay rubuc-rubuc tan iyo 21Q1, iyo 22Q3 maalmaha wax-soo-saarka alaabada ee saddexda shirkadood waxay gaadheen 277, 284 iyo 247 maalmood siday u kala horreeyaan, taas oo aad uga badan celceliska heerka 113 maalmood ee sameeyayaasha silsiladaha taleefanka gacanta.
Shixnadaha casriga ah ee caalamiga ah ayaa si joogto ah u qora natiijada ugu xun ee taariikhda, alaabta celceliska ah ee chips telefoonka gacanta sii wadaan in ay dejiyaan heerar cusub, in kasta oo hoos u dhaca ee telefoonada gacanta waa xaqiiqo ah oo aan la murmi karin, laakiin hadda in hoos u dhac weyn marka hoose ee wareegga chip. marka soo kabashada semiconductor, waxqabadka casriga ah, weli tijaabiyo kalsoonida qof kasta.
Waqtiga boostada: Febraayo-24-2023