Izinga Lencazelo
Izikulufu zebhola eziqondile ezinobubanzi bomgodi obungu-≤16 mm, kufaka phakathi amazinga aphansi (C1/C3/C5) kanye namazinga aqoqwe. Zisetshenziswa kakhulu kuma-semiconductor, ezenzakalelayo ze-3C, ezandleni ezihlakaniphile zamarobhothi angumuntu, imishini yezokwelapha, izinsimbi zokukhanya kanye neminye imikhakha.
I. Usayizi Wemakethe Yomhlaba Wonke
Usayizi wemakethe yomhlaba wonke ngo-2026 cishe u-707 million dollars (okulingana cishe no-5.02 billion RMB). Imakethe yomhlaba wonke ifinyelele cishe ku-607 million dollars dollars ngo-2025. Izinga lokukhula lonyaka elihlanganisiwe (CAGR) kusukela ngo-2026 kuya ku-2033 limi ku-5.42%, kanti usayizi wemakethe kulindeleke ukuthi ufinyelele ku-1.023 billion dollars ngo-2033.
Isifunda sase-Asia-Pacific sisebenza njengemakethe enkulu kunazo zonke emhlabeni, sibanga ngaphezu kwama-60% esidingo somhlaba wonke, kanti iShayina, iJapan neNingizimu Korea yizifunda ezifunwa kakhulu. Izikulufo ezincane zebhola ezincane (iClass C1/C3) sezinesikhathi eside zilawulwa yimikhiqizo yaseJapan ehlanganisa i-THK ne-NSK, kanye neSchaeffler yaseJalimane.
II. Usayizi Wemakethe YaseShayina (Imakethe Yokukhula Okuyinhloko)
Usayizi wemakethe yaseShayina wezikulufo ezincane uzofinyelela cishe ku-RMB eziyizigidigidi ezingu-3.8 ngo-2026, ngesilinganiso sokukhula sonyaka esimaphakathi esingaba ngu-12% eminyakeni emihlanu edlule.
Isakhiwo Sokuhlukaniswa Kwemakethe
- · Imininingwane emincane kakhulu enobubanzi bomgodi obungu-8 mm nangaphansi ihlanganisa okungaphezu kuka-60% wemakethe iyonke, isebenza njengezingxenye ezibalulekile zamarobhothi angabantu kanye nemishini ye-semiconductor.
- · Usayizi wemakethe wezikulufo zebhola ezisezingeni eliphezulu (i-Class C1/C3) ucishe ube yi-RMB eyizigidigidi eziyi-1.6, kanti izinga lamanje lokufakwa kwezindawo zasekhaya lisukela ku-28% kuya ku-32% kuphela, okushiya isikhala esikhulu sokushintshaniswa kwamanye amazwe.
Izinga lokufakwa kwendawo kwezikulufo zebhola ezigoqiwe ezingabizi (i-Class C5/C7) lidlule u-65%, okubonisa ukuncintisana okukhulu emakethe.
Imithombo Yokukhula Kwesidingo
- · Izandla ezihlakaniphile zamarobhothi angabantu: Iyunithi ngayinye idinga amasethi ayi-10 kuya kwayi-12 ezikulufo ezincane. Usayizi wemakethe yasekhaya yalesi sigaba cishe ungama-RMB ayizigidi ezingu-450 ngo-2026, kanti izinga lokukhula lonyaka kulindeleke ukuthi lidlule u-40% eminyakeni emithathu ezayo.
- · Ukupakishwa kwe-semiconductor, ukuhlolwa kwe-wafer kanye nemishini yokunemba ye-3C: Lo mkhakha unikela ngo-46% wesidingo sasekhaya sezikulufo ezincane zebhola, ubekwa njengensimu enkulu kunazo zonke yokufaka isicelo.
- · Amadivayisi ezokwelapha angangenisi kakhulu, imishini yokuthwebula izithombe kanye nelabhorethri yokukhanya
izinsimbi zomculo: Njengoba kusetshenziswe ama-23% esamba sesidingo, izikulufo zebhola ezihlanzekile nezinomsindo ophansi ziqhubeka nokukhula.
III. Amandla Emakethe Ezindlela Ezihlukaniswe Ngezigaba
1. Izikulufu Zebhola Ezincane Zezandla Ezinamandla Zerobhothi Elingumuntu
Isikali semakethe yasekhaya sifinyelele cishe ku-RMB eziyizigidi ezingu-450 ngo-2026. Izikhungo zibikezela ukuthi ubukhulu bemakethe yomhlaba wonke bezikulufo ezincane zezandla ezinekhono buzodlula i-RMB eyizigidi eziyizinkulungwane ezintathu ngo-2028, kanti isikhala sokufaka esikhundleni sokungenisa sidlula i-RMB eyizigidi eziyizinkulungwane ezimbili.
2. Izikulufu Zebhola Ezincane Zemishini Yokucacisa I-Semiconductor
Isidingo sasekhaya sonyaka simi cishe ku-RMB eyizigidigidi eziyi-1.2. Cishe u-90% wemikhiqizo ye-Class C1 esezingeni eliphezulu isathembele ekuthengisweni kwempahla kwamanye amazwe, okwenza lokhu kube yindlela ebalulekile yokuphumelela kwabakhiqizi basekhaya.
3. Izikulufu Zebhola Ezincane Zamadivayisi Ezokwelapha Aqondile
Usayizi wemakethe ufinyelele ku-RMB eyizigidi ezingu-620 ngo-2026. Iqhutshwa amarobhothi okuhlinza, imishini yokwelapha izifo kanye namadivayisi okuthwebula izithombe, le ngxenye igcina izinga lokukhula minyaka yonke elingaphezu kuka-22%.
IV. Iziphetho Eziyinhloko Ngokukhula Kwezimboni
Isidingo semishini yehhovisi yendabuko kanye namadivayisi amancane azenzakalelayo sisazinzile. Imizila emithathu emikhulu - amarobhothi anjenge-humanoid, ama-semiconductor kanye nemishini yezokwelapha yezinga eliphezulu - ikhuthaza ukukhula okusheshayo kwezimboni, kanti inzuzo enkulu yezikulufo ezincane zebhola eliphezulu ingafinyelela ku-55% kuya ku-65%.
Ngokuhamba kwesikhathi, ngentuthuko eqhubekayo kwezobuchwepheshe ekugayweni komgodi omncane kakhulu kanye nezinqubo zokuhlanganisa ukujikeleza kwe-miniature nut, izinga lokufakwa kwasekhaya kwezikulufo zebhola ezincane ezisezingeni eliphezulu kulindeleke ukuthi likhuphuke ngaphezu kwama-55% ngo-2029, kanti usayizi wemakethe iyonke yaseShayina uzodlula ama-RMB ayizigidigidi eziyi-6.
Kubhalwe ngu-lris.
Izindaba Ezintsha: Ikusasa Lokunemba Lifikile!
Njengomdali wezindaba zebhulogi ezweni lemishini, ezenzakalelayo, kanye ne-robotics yabantu, ngikulethela zakamuva ngezikulufo zebhola ezincane, ama-actuator aqondile, kanye nezikulufo ezigoqekayo, amaqhawe angadumile obunjiniyela besimanje.
Isikhathi sokuthunyelwe: Juni-25-2026
