Ntabwo umutungo utimukanwa ugomba kubikwa gusa, ahubwo na terefone ngendanwa.
Nk’uko byatangajwe n'impuguke mu bushakashatsi kuri terefone ngendanwa Ming-Chi Kuo,Imashini za Androidbahura n’ibyago byo kubarwa cyane, muri Xiaomi hafi ihwanye na miliyoni 20-30 za terefone zigendanwa, ikirundo gikomeye cyane ni itunganya, terefone zigendanwa za Samsung hamwe n’ibarura ry’ibice, biteganijwe ko muri Kamena bishobora kugabanuka kugeza ku mazi asanzwe urwego.
Muri Gicurasi umwaka ushize, inganda za terefone zo mu Bushinwa zatunguye ibarura rya miliyoni 30 z’ibikoresho bya terefone, isenyuka ry’umuvuduko urenze uko byari byitezwe, kugeza mu gihembwe cya gatatu, uruganda rukora terefone ngendanwa ya terefone igendanwa ya Android mu gihugu hamwe n’impeta rwakomeje kwiyongera, imigabane ya Weir, micro ya Jusheng na tekinoroji ya Huideng, iminsi yo kugurisha yarenze urwego rwagereranijwe rwimyaka hafi itatu, mugihe muri rusange ibicuruzwa byoherejwe na terefone ku isi umwaka ushize, byagabanutse kugera hasi cyane kuva 2013.
Terefone zigendanwa zo mu rwego rwo hasi kandi ziciriritse zitangiza intambara y’ibiciro bitigeze bibaho, Moderi yo mu rwego rwo hejuru ya Apple nayo ni igabanuka ry’ibiciro bidasanzwe, ikibazo cy’ibibazo by’ibarura rya terefone igendanwa mu gihe kirenga umwaka, uburyo bwo kubigiramo uruhare no guhungabanya umutekano mu gihugu kandi telefone ngendanwa yamahanga ibikoresho bya elegitoroniki urwego rwinganda?Ibarura rizakorwa ryari?Soma iyi ngingo uraza kwiga.
1. Xiaomi, Ibarura rya terefone ngendanwa ya Samsung
2. burya abakora terefone ngendanwa kubara
3. Imikorere iheruka yo gutanga terefone igendanwa
01 Ihungabana rikomeye rya Android
Icyifuzo cyo hasi kandi giciriritse nicyo kibi cyane
Imashini za Android zihura n’ingaruka zo kubarura byinshi, kandi gukuraho ibicuruzwa hari ihungabana ryinshi, bitewe n’ibikenerwa bike ku bice n’ibigize ibicuruzwa cyangwa ibicuruzwa / abacuruzi / abacuruzi, abahanga bemeza ko amezi 6-9 ari imbere azakomeza kubona umubare munini wa ibyoherezwa umwaka-ku-mwaka umuvuduko wo kwiyongera.
Amafaranga yinjira mu bucuruzi bwa terefone ngendanwa ya Xiaomi yagabanutseho 11.1% umwaka ushize mu gihembwe cya gatatu cya 2022, aho kohereza telefoni byagabanutseho 8.4% umwaka ushize kugera kuri miliyoni 40 naho ASP ya terefone igendanwa 3% igera ku 1.058.
Kuzamurwa mu nterabiracyakomeza, vuba aha Perezida w'itsinda rya Xiaomi, Lu Weibing yavuze ko igiciro cya RedmiK60 nshya cyacyo cyasohotse mu Kuboza, cyamanutse kigera ku mafaranga 2,999 gusa kuri 12 + 512GB, igabanuka ry'ibiciro 300, hamwe n'ingwate y'ibiciro kuri abakoresha bamaze kugura iyi verisiyo.
Mubyukuri, binyuze mu kuzamurwa mu ntera mu mpera zumwaka ushize, ibarura rya terefone ngendanwa ya Xiaomi ryerekana umubare munini w’ibicuruzwa biciriritse kandi biciriritse byagabanutse, ariko ntibirarangizwa burundu n’ibyago byo kubara byinshi.Ibarura ry '“ibicuruzwa byakozwe” ryageze kuri miliyari 27.3 mu gihembwe cya gatatu cya 2022, ugereranije n’umwaka ushize, ariko bingana na 65% byinjira muri terefone ngendanwa mu gihembwe cya gatatu.
Umuyobozi w'ikigo cya Android ku isi imikorere ya Samsung nayo ntabwo ari nziza.
Samsung Electronics yigihembwe cya kane 2022 yinjije yagabanutseho 8 ku ijana umwaka ushize kandi inyungu yo gukora yari munsi ugereranije n’uko byari byateganijwe mbere, mu bindi bintu, kugira ngo igurishwa ryihuse rya terefone zigendanwa mu gice cyayo MX (Mobile eXperience).Igice cya MX cya Samsung kiri mu itsinda ry’ubucuruzi rya DX (Device eXperience), kandi amafaranga yinjije yagabanutseho 4% umwaka ushize na 10% bikurikiranye mu gihembwe cya kane cya 2022 iyo uhujwe n’amafaranga ava mu bikoresho byo mu rugo n’ibindi bicuruzwa.
Guhagarara kwa terefone ngendanwa, ibyuma bya terefone ngendanwa nibindi bikoresho bya elegitoronike bibarwa hejuru, uburyo bwo gusya ibyo bigega, abakora terefone ngendanwa bakoze umukoro wabo.Abayobozi ba chip bagaragaje ko ibisabwa ku isoko rya terefone ngendanwa yo mu rwego rwo hasi no hagati ari yo idakomeye ugereranije n’isoko rya terefone ngendanwa yo mu rwego rwo hejuru.Mubyukuri, mugiciro cyibiciro 1000-3000 yu isoko rya terefone ngendanwa yo hasi kandi yo hagati, terefone zigendanwa zo murugo zongeye gukwirakwiza intera nini.
Ikigaragara cyane ni ukwemera, intambara yibiciro, abakora terefone ngendanwa nyamukuru bari muri "6.18 ″," Double 11 ″ nibindi bihe byingenzi byo kuzamurwa mu ntera.Ugushyingo gushize, isoko rya terefone ngendanwa ryatangije karnivali "gutegereza ibirori", inkambi ya Android, 2000 yuan irashobora kugura imikorere iringaniye ya "mashini yindobo", igiciro 1000 ni kinini kugirango abantu bahitemo ijisho.￥ 2000-3000 bracket yikiguzi Igiciro gikunze kugaragara cyane.
Terefone zigendanwa za Apple hanze yikigo cya Android, nazo zikekwaho kugira uruhare mugikorwa cyo kugabanya ibiciro, umwaka ushize terefone zigendanwa za Apple zasohotse mu gihe kitarenze ukwezi, usibye moderi zo mu rwego rwo hejuru za moderi zisanzwe zagabanutse munsi y’amafaranga 5200, guhera ku ya 5 Gashyantare umwaka, Apple nayo yagabanije ibiciro bidasanzwe, moderi zohejuru zohejuru iPhone 14 Pro ikurikirana kumurongo wububiko bwemewe kumurongo muri rusange yagabanije ibiciro hafi 700, isoko rya terefone ku isi riratangira mugihe cyumwijima.
Ababikora mugutangizaimashini nshya, irashobora kandi gushingira kubitekerezo byo kubara, bazi "vino ishaje mumacupa mashya", intuitive ni moderi irashobora gukoreshwa muburyo budahuye.
Bamwe mubakoresha ubumenyi bavuze ko uyumwaka, tubona ibicuruzwa byinshi, ndetse nibicuruzwa nyamukuru, bikomeje gukoresha ibice bishaje cyane, kandi bimwe mubice bifite iniverisite nini bigomba gukoreshwa muburyo bukuru, ibicuruzwa byamashami ntibishobora gusya kubarura.
Guhera mu gice cya kabiri cya 2021, terefone igendanwa ibice bya elegitoronike byagabanijwe byatangiye gusemburwa, nk’uko imibare ya Jiji Cat ibigaragaza, moderi nyinshi mu 2021 ku bijyanye n’ibicuruzwa bimwe na bimwe bizwi cyane biturika kugira ngo bihindurwe neza, hanyuma bishyirwa ku isoko mu 2022.
Bimwe mubikorwa bya kera byimyaka yashize muri 2022 birashobora kugaragara kenshi, nka Qualcomm Snapdragon 870, Snapdragon 778, urwego rwa terefone ngendanwa CMOS IMX766, icyiciro cya 8 + 2 MP cyo munsi ya kamera, ibikoresho bishya byo mu mpeshyi birimo ibicuruzwa byamamaye , harimo ibicuruzwa byingenzi bya buri, twaciriye hejuru kuzamura ntabwo bigaragara, ndetse bamwe baramanuwe.
Mu gihe kirekire, icyiciro cyo gusimbuza ubwumvikane mu nganda cyari amezi 18, ariko mu 2022, icyiciro cyo gusimbuza abaguzi bo mu gihugu kigera ku mezi 30 na 36.Umuyobozi ushinzwe gutanga amasoko ya terefone ngendanwa yavuze ko guhera mu gihembwe cya gatatu n'icya kane cy'umwaka wa 2021, igabanuka ry’ibiciro ryabaye insanganyamatsiko nyamukuru y’abakora telefone ngendanwa, ikwirakwizwa ry’isoko rya MediaTek hamwe n’ibicuruzwa bitunganya Qualcomm byatangiye kugabanya ibiciro.
Igabanuka ryibiciro byimashini nshya rirakomeza kugeza muntangiriro yumwaka wa 2023, terefone zo hasi, igiciro cyimibonano mpuzabitsina Redmi ntikiri monopole, hiyongereyeho Ace2, GT Neo5 yukuri ifunga 2000-3000 yu gice cyibiciro, gumana ntidukomeye kurenza u K60 iboneza icyarimwe igiciro cyukuri.
Nyuma abahinguzi uburyo bahangana nubukungu bwifashe nabi, wenda muminsi mikuru yubucuruzi “6.18 ″ yuyu mwaka irashobora kugaragara - ninde ugabanuka cyane, wagurishije nabi, igitutu cyibarura.
02 Itumanaho rya terefone ngendanwa ibisubizo bigezweho.
Kunyerera, Intege nke
Ibikoresho bya elegitoronike ya terefone igendanwa, kwibuka bingana na 15-20%, abatunganya nizindi chip zingana na 15-20%, kwerekana ecran 10-20%, kamera 10-15%, RF / antenna 5-10%, hiyongereyeho ibishishwa / ibice byubatswe, bateri, FPC / PCB nibindi.
Mu 2022, urwego rwogutanga terefone ngendanwa rusanzwe rwibasiwe nubukungu bukabije bwabaguzi, kandi urwego rwibarura rukomeza kumurika umutuku, ndetse biganisha no gutakaza imikorere, harimo ariko ntibigarukira gusa kuri terefone ngendanwa ya MediaTek na Qualcomm, ibikoresho bya Texas hamwe na umubare munini w'abakiriya, umuyobozi w'ikimenyetso cyo kumenya urutoki Huitian Technology, umuyobozi wa optique ya lens optique ku isi Sunwoo Optical, abakora chip yo mu gihugu cya RFI Chosen Micro na VTech, umuyobozi wa MLCC Murata, hamwe n’abakora chip yibuka, batangiza ibidukikije bitoroshye mu 2023. .
Ibikurikira nibisubizo byanyuma bya buri terefone igendanwa ibikoresho bya elegitoroniki bifitanye isano na sosiyete.
Gutunganya terefone ngendanwa hamwe nandi ma chip
MediaTek Q4 2022 yinjiza yagabanutseho 25% umwaka ushize na 26% bikurikiranye.Igice cy’ubucuruzi cya terefone, cyatanze umusanzu wa 52% y’amafaranga MediaTek yinjiza mu gihembwe cya kane cy’umwaka wa 2022, cyaragabanutseho 25% umwaka ushize na 30% bikurikiranye bitewe n’uko umuvuduko w’Ubushinwa wagabanutse, ubushake buke bw’abaguzi ndetse n’ibikoresho bya terefone OEM byahinduwe nk’abakiriya bikabije. hindura ibarura ryabo, igice MediaTek yavuguruye amafaranga yinjira mu gihembwe cya mbere cya 2023 igera kuri miliyari 300- $ 3.4 $, igabanuka 35- MediaTek yagabanije kwinjiza amafaranga agera kuri miliyari 300-3.4 muri Q1 2023, igabanuka 35-40% umwaka ushize kandi 3-12% bikurikiranye, kandi yayoboye urwego rwibarura kugirango rusubire mubisanzwe bitarenze H1 2023.
CDMA Technologies ya Qualcomm (QCT) yinjiza igice cyigihembwe cya mbere cyingengo yimari ya 2022/23, ikubiyemo ibyuma bya terefone, ibikoresho byimbere ya RF, ibyuma bikoresha amamodoka hamwe nibikoresho bya IoT, byagabanutseho 11 ku ijana umwaka ushize, aho amafaranga yinjira muri terefone yagabanutseho 18 ijanisha umwaka-ku-mwaka.Urebye uko ubukungu bwifashe ndetse n’ibisabwa, isosiyete ikomeje kugabanya amafaranga yakoreshejwe none ikaba iteganya ko urwego rw’ibarura ry’imiyoboro mu nganda zikoresha telefone ruzakomeza kugeza byibuze igice cya mbere cy’umwaka wa 2023, hamwe no kugabanuka kwa telefoni za 3G, 4G na 5G bishoboka ko mu 2023 ugereranije kugeza 2022.
Umuyobozi w'ikimenyetso cyo kumenya urutoki Huideng Technology yiteze ko azagera ku nyungu zishingiye kuri ba nyir'isosiyete ikomoka kuri miliyoni 900 z'amayero kugeza kuri miliyoni 600 z'amayero mu mwaka wa 2022, ugereranije n'icyo gihe cy'umwaka ushize, bikazaviramo igihombo .Impamvu nyamukuru itera impinduka mu mikorere ni uko ibicuruzwa byinshi by’isosiyete biterwa n’isoko rya terefone, ibyo bikaba byatewe n’ibihe mpuzamahanga, ubukungu bw’ubukungu ndetse n’icyorezo gikomeje, bigatuma igabanuka ryinshi ry’isoko n’abakiriya;icyarimwe, amarushanwa akomeye y’ibicuruzwa y’isosiyete yakajije umurego ku giciro cy’igurisha, bituma igabanuka rya 35% kugeza 45% ku mwaka ku mwaka ugabanuka ku bikorwa by’isosiyete mu 2022. Mu ngengo y’imari 2022, ingingo yo gutesha agaciro umutungo utandukanye ni bivugwa ko kuva kuri miliyoni 702 kugeza kuri miliyoni 872.
Amaterefone yibikoresho ya terefone ngendanwa
Q4 2022 yinjiza Samsung Electronics yagabanutseho 8%, inyungu yibikorwa yagabanutseho 69% umwaka ushize.Itsinda ry’ubucuruzi DS (Device Solutions), rishinzwe cyane cyane ubucuruzi bwa semiconductor na chip Foundry, bwatangaje ko igabanuka rya 24% ryinjira mu gihembwe cya kane cya 2022 ugereranije n’igihe cyashize umwaka ushize kandi 13% byagabanutse kuva mu gihe kimwe cy’umwaka ushize. ;amafaranga yinjije mu mwaka wose wa 2022 yari miliyari 9.846 yatsindiye (hafi miliyari 79.9 $), yiyongereyeho 3% ugereranije na 2021. Igabanuka ry’amafaranga yinjira muri iri tsinda ry’ubucuruzi ryatewe ahanini n’ibicuruzwa byinjira mu bakiriya ndetse n’ibiciro bya chip yibikoresho bya flash.
SK Hynix mu gihembwe cya kane 2022 yinjije yagabanutseho 38 ku ijana umwaka ushize, aho igihombo cy’amafaranga miliyoni 3,52 yatsindiye (miliyari 2.881 $), ugereranije n’inyungu zingana na tiriyoni 3.32 yatsindiye (miliyari 2.717 $) umwaka ushize, SK Hynix ya mbere mu gihembwe cya mbere igihombo kuva mu gihembwe cya gatatu cya 2012 nigihombo kinini buri gihembwe.SK Hynix ikomeje kwiheba ku byifuzo by’isoko mu gihembwe cya mbere cy’umwaka wa 2023, iteganya ko umuvuduko w’ubwikorezi bw’ibikoresho bya DRAM ushobora kugabanuka kurenga 10% kandi kugabanuka bizakomeza mu gice cya mbere cy’umwaka.
Amafaranga Micron yinjije yagabanutseho 39% bikurikiranye na 47% umwaka ushize mu gihembwe cya mbere cy’ingengo y’imari 2023. Urebye itandukaniro rikomeye riri hagati y’ibitangwa n’ibisabwa mu 2023, Micron iteganya ko inyungu z’inganda zose zizahangana n’umwaka wose.Micron ifata ingamba zihamye zo kugabanya itangwa n'ibisohoka.Micron ifata ingamba zihamye zo kugabanya itangwa n'ibisohoka.
Kugaragaza terefone ngendanwa
Imbere mu gihugu igihangange BOE 2022 yinjije ibihembwe bitatu byambere byinjije miliyari 132.744, byagabanutseho 19.45% umwaka ushize;inyungu zituruka ku nyungu zingana na miliyari 5.291, zagabanutseho 73,75% umwaka ushize.Muri bo, igihembwe cya gatatu cyinjije miliyari 41.134 z'amafaranga y'u Rwanda, wagabanutseho 26.79% umwaka ushize;inyungu nyungu yitirirwa nyina yari miliyari 1.305.2022 Kuva muri Mutarama kugeza muri Nzeri, isosiyete yashyizeho ingingo zerekeye gutesha agaciro umutungo utandukanye ingana na miliyoni 7.482.22, kandi igihombo cy’ubumuga cyagize ingaruka ku nyungu rusange ya miliyoni 2.957.17.
Itsinda ry’ubucuruzi rya Samsung SDC (Samsung Display) ryinjije mu gihembwe cya kane 2022 ryinjije tiriyoni 9.31 (hafi miliyari 7,6 $), ryamanutseho 3% umwaka ushize na 1% bikurikiranye;umwaka wose 2022 yinjije miliyoni 3.438 yatsindiye (hafi miliyari 27.9 z'amadolari), yiyongereyeho 8% ugereranije na 2021. Samsung yavuze ko telefone ngendanwa zo mu rwego rwo hejuru OLED paneli itagize ingaruka cyane, amafaranga akomeje kuba menshi.
Ibarura rya Chip ryongeye kugaragara ejo
Bizakira ryari?
Inganda za terefone ngendanwa zagize ibibazo byo kubara kera.
Mu mwaka wa 2014, igihe cya 4G kigeze, abashoramari batatu bakomeye bagabanya inkunga, “Ubushinwa Cool Union” isenyuka, ubucuruzi bw’imiyoboro y’imbere mu gihugu bwateye ubwoba “ibarura rya miliyoni 200”;igihembwe cya mbere cy’umwaka wa 2020 icyorezo gishya, ibikoresho byahagaritswe, telefone zo mu Bushinwa zoherejwe mu mahanga zitageze kuri miliyoni 50, zikaba nkeya mu gihembwe cyenda gishize, kuva icyo gihe ibicuruzwa byafunzwe kandi bikurura abihorera, igihembwe cya kabiri cya 2020 byoherejwe hejuru ya miliyoni 100.
Kurangiza ibarura ryumwaka nabyo byahindutse ibikorwa bisanzwe mubakora telefone zigendanwa, nkibigaragara cyane mumurongo wa Android kugirango bikemure ibisubizo bituzuye-ecran mu mpera za 2017, ndetse no kugabanuka kubura udushya muri Apple icyitegererezo mu mpera za 2018.
Mu rwego rw’ibyabaye kuri Huawei no kutagira umuvuduko w’ibanze mu 2021, abakora telefone ngendanwa bahura n’irushanwa rikabije kandi rishobora kubarwa kugira ngo bongere ububiko.Kuvana kwa Huawei, bingana na 40% -50% by'isoko rya terefone ngendanwa y'igihugu, binatuma abakinyi ba terefone ngendanwa batangira kwigirira icyizere buhumyi.Kandi 2022 ifaranga, uko ibintu byifashe mu Burusiya na Ukraine, icyorezo cy’imbere mu gihugu, abakoresha telefone zigendanwa kugira ngo basimbure ubukonje bukabije, abantu benshi bahitamo gukomeza “kwitonda”.
Muri Gicurasi 2022, itangazamakuru ryasobanuye ko igabanuka ry’inganda za terefone zo mu Bushinwa ari “inzira igenda isenyuka”, aho inganda za terefone zigendanwa zimaze kugira telefoni zigera kuri miliyoni 30, zirimo ibicuruzwa bisaga miliyoni 20 byarangiye hamwe n’ibicuruzwa birenga miliyoni 10 byarangiye hamwe n’ibice by’ibanze mu bubiko.Strategy Analytics yasohoye raporo yerekana ko muri rusange ibicuruzwa byoherejwe na terefone bigera kuri miliyari 1,2 mu 2022 biri ku rwego rwo hasi kuva mu 2013.
Ku isoko ry’imbere mu gihugu, isoko rya terefone zo mu Bushinwa rizohereza ibicuruzwa bigera kuri miliyoni 286 mu 2022, bikamanuka 13.2% umwaka ushize.Mu gihembwe cya kane, isoko rya terefone zo mu Bushinwa ryohereje hafi miliyoni 72,92, ryamanutseho 12,6% umwaka ushize.
Icyifuzo kidashobora gukanguka kizotera igitutu abakora chip yo hejuru, imashini zikoresha terefone zo murugo, cyane cyane sisitemu ya Android ihura nigitutu kinini cyo kubara.
Kugeza mu 2022 Q3, ibarura ryakozwe na sisitemu yo mu bwoko bwa sisitemu ya terefone igendanwa ya Android ikomeza kwiyongera mu mpeta imwe, ku bakora uruganda rukora imiyoboro ya terefone yo mu rugo Weir, Josun Micro na Huideng Technology, urugero, iminsi yo kubara ibicuruzwa by’ibigo bitatu. ni hafi cyangwa iminsi irenga 250, irenze urwego rwo hagati yimyaka itatu ishize.Urwego rwibarura rwazamutse buri gihembwe kuva mu gihembwe kuva 21Q1, naho kuri 22Q3 iminsi yo kugurisha ibicuruzwa by’amasosiyete atatu igeze ku minsi 277, 284 na 247, ikaba irenze kure cyane igipimo cy’iminsi 113 y’abakora chipi ya terefone igendanwa ku isi.
Ibicuruzwa byoherejwe na terefone ku isi bihora byandika ibisubizo bibi cyane mu mateka, impuzandengo y'ibarura rya terefone ngendanwa ikomeje gushyiraho urwego rushya, nubwo igabanuka rya terefone ngendanwa ari ukuri kudashidikanywaho, ariko ubu mu bukungu bukomeye iyo hepfo ya chip cycle, iyo kugarura igice cya kabiri, imikorere ya terefone, iracyagerageza ikizere cya buri wese.
Igihe cyo kohereza: Gashyantare-24-2023