isiZulu
I-Module yeKhamera Yokuthumela Phesheya e-Asia: 3 Ukuhamba Kwezinto Okushintsha Izinhlelo Zokuhlinzeka Zomhlaba (2025)
Kwadalwa ngo 2025.12.16
Imboni yemamojula yekhamera ibheke emqoka wezobuchwepheshe emhlabeni, kanti i-Asia ivele njengomphakathi ongaphikiswa wokuthumela ngaphandle. Njengoba sifikile ku-2025, le ndawo ibamba ngaphezu kuka-60% wezokuthumela emhlabeni.imodyuli yekhameraizimpahla, ezilindeleke ukuthi zikhule zibe usayizi wemakethe ophakanyisiwe ukusuka ku-77.61 billion ngo-2024 ziye ku-420.59 billion ngo-2034—ukukhula okukhulu kwe-CAGR okungu-18.41%. Kodwa ngaphandle kwezibalo zokukhula ezibhalwe phezulu, kushintshwe izinguquko ezintathu ezijulile ezichaza umhlaba wezimpahla e-Asia: ukuhlela kabusha kwezimali, ukwehluka kokufuna ngaphandle kwezinsiza eziphathwayo, kanye nesikhathi esisha sokuncintisana okuqondiswe ukuhambisana. Le ndatshana ihlaziya lezi zitrendi ngezinsiza ezisebenzisekayo zabathumeli, abatshalizimali, kanye nezithakazelo zobuchwepheshe.
1. Ukuhlelwa Kabusha KweZinhlelo Zokuhlinzeka: I-"China+1" Isu Ithola Indawo Ephakathi
Ngeminyaka engamashumi amabili, iChina ibambe iqhaza elikhulu ekuthumeleni ama-module wezithombe emhlabeni, futhi ubuholi bayo buqhubeka bungenakuphazamiseka—ibala ukuthunyelwa okungu-13,771 (45% yentela yomhlaba) ezinyangeni eziyi-12 eziqedwa ngoMeyi 2025. Nokho, ukungezwani kwezombusazwe kanye nengcindezi ye-tariff kukhuthaze isu le "China+1" lokuhlinzeka, lapho iVietnam neTaiwan zivele njengezikhungo ezibalulekile ezihambisanayo. I-Vietnam manje ibalwa njengeyesibili emhlabeni ngama-shipment angu-8,385, kanti iTaiwan ibamba indawo yesithathu ngama-shipment angu-6,073, kudala uhlelo lokuthumela olunezinsika ezintathu e-Asia.
Le reconfiguration akukhulumi ngokushintsha iChina kodwa ngokwenza ngcono amandla endawo. Abakhiqizi baseChina abafana noSunny Optical noOFILM bagcina ubuholi ezicini eziphezulu zokunemba (ama-lenses e-8P, ama-modules e-periscope) kanye ne-R&D, bezuza inzuzo yokuncintisana engu-30% ngenxa yokuhlanganiswa okuqondile. Ngasikhathi sinye, iVietnam neNdiya seziye zaba izikhungo zokuhlanganisa, ziphatha ukukhiqizwa okuphakathi kwezinga lemidlalo efana noSamsung no-Apple—kanti ingxenye yokukhiqiza yeVietnam ikhuphuka ibe ngu-18% ngo-2025. IThailand nayo iyavela njengendawo entsha, ihlose ukufinyelela ku-12% yokukhiqiza emhlabeni jikelele ngo-2026.
Umphumela? I-supply chain yase-Asia eqinile lapho "i-China iklama, i-Southeast Asia ihlanganisa" sekuyinto ejwayelekile. Abathumeli bezimpahla abasebenzisa le synergy yasendaweni baphakathi kokuba neqhaza elingcono lokunciphisa ubungozi bezintela—okubaluleke kakhulu njengoba izinqubomgomo zokuhweba zase-U.S. ziqhubeka nokucindezela abakhiqizi base-China. Isibonelo, izinkampani zase-China ezifaka imali ezikhungweni zokukhiqiza eVietnam zinciphise izindleko zokuthumela ezweni laseNyakatho Melika ngama-15-20%, ngokusho kombiko we-QYResearch ka-2025.
2. Ukuhluka Kwezidingo: Ngaphezu Kwezinsiza Zefoni Eziwusizo Kuze Kwezimboni Ezikhulayo
Izinsiza zefoni ezihlakaniphile zake zaba nezehlakalo ezingaphezu kuka-80% zemandla okudinga imodyuli yekhamera, kodwa u-2025 ubeka iphuzu lokuguquka: izinhlelo ezingezona ezemobile manje ziqhuba ukukhula kokuthunyelwa phesheya. Ukukhula okukhulu kakhulu kuvela emkhakheni wezimoto, lapho ukuhlanganiswa kwe-ADAS (Izinhlelo Zokwesekwa Kokuqhuba Okuthuthukile) kukhuthaze ukwanda okungu-36% unyaka nonyaka kokudinga. Ukuthunyelwa kwezimodyuli zekhamera zezimoto e-Asia kukhula ngama-CAGR angu-24%, lapho ipulatifomu ye-Tesla HW5.0 ithatha imodyuli ye-radar yokubona ye-4D enamanani angaphezu kuka-$200 ngayinye—kudala isigaba sokuthunyelwa phesheya esinokubaluleka okuphezulu.
Ezinye izinkalo nazo ziyaqhubeka nokukhula:
• Ubumfihlo Obuhlakaniphile & Ukuqapha: Phezulu ngo-34% emhlabeni jikelele, lapho ama-modules e-4K/8K aphakeme kakhulu manje esebenza u-45% wezimpahla ezihlobene nezokuphepha e-Asia. I-China ibusa le ndawo, ifaka u-63% wokukhiqiza emhlabeni.
• AR/VR & IoT: I-37% yokwamukela kumadivayisi e-AR/VR ivule amathuba amasha okuthumela ngaphandle, abakhiqizi base-Asia befaka imali engu-$120 million emigqeni yokukhiqiza ethile e-Suzhou Industrial Park.
• Ukukhanya Kwezempilo: Imodyuli ye-endoscope yezokwelapha—nakuba iyingxenye ethile—ihlinzeka ngamamojula okwenza inzuzo angaphezu kuka-60%, nezinkampani zaseShayina ziqondisa u-65% wemakethe yomhlaba ngo-2030.
Le miphumela yokuhlukahluka ibuyisela izindawo zokuthumela. Ngenkathi iVietnam, iNingizimu Korea, neNdiya zihlala zikhona njengezithengi eziphezulu, iNyakatho Melika ivele njengemakethe ekhula kakhulu yamamojula ezimoto, kanti umkhakha wezemboni waseYurophu uhambisa isidingo samamojula wombono wemishini (ukhula ngo-18% ngonyaka). Abathumeli abahlela imikhiqizo ukuze ihambisane nalezi zindawo—njengamamojula aqinile okusetshenziswa kwezemboni noma amakhamera ahambisana nezimfuno zokuvikela ezindlini ezihlakaniphile zaseYurophu—baphumelela kakhulu uma kuqhathaniswa nabancintisana nabo abaphakathi kwesigaba se-smartphone esigcwele.
3. Ukuhambisana & Ukuqinisekiswa: Ibhari Elisha Lokungena
Njengoba ama-module wekhamera eba smarter (ehlanganisa i-AI, ukuqashelwa kobuso, nokuxhumeka kwefu), ukuhambisana nemithetho sekuhamba phambili kusuka ekwenzeni uhlu lwezinto ezidingekayo kube yinzuzo yokuncintisana. Abathumeli base-Asia manje babhekene nenethiwekhi eyinkimbinkimbi yemithetho yasendaweni ehlanganisa ukufinyelela emakethe:
• I-GDPR ye-EU & Umthetho we-AI: Ihlukanisa amamojula ekhama e-biometric njenge "okuphezulu-kwe-risk," ifuna ukuqinisekiswa kwezobuchwepheshe eziyi-23 (kuhlanganisa nezinga lokubandlululwa kwe-algorithm <1.2% kanye nezinga lokufihla k≥50). Ukungahambisani kuholele ekubuyisweni kwezimpahla ezivela eChina ezibiza u-$2.7 billion ngo-2024.
• I-IMDA Certification yaseSingapore: Iphakela izinga eliqinile lokusebenza kwe-RF (Amandla e-Wi-Fi ≤100mW) kanye nezindinganiso zokuphepha kwe-cyber (ukufihla kwe-AES-256, ukuqinisekiswa kwezinhlangothi ezimbili) kumakhamera ezindlu ezihlakaniphile. Izinkampani ezishiya ukuhlolwa ngaphambi kokuhlola zibhekene nezikhathi zokulinda ezingu-3-10 weeks.
• U.S. CCPA & BIS Controls: Ivinjwa ukuthunyelwa kwezimoduli ze-CIS ezithuthukisiwe (CMOS Image Sensor), kuthinta u-20% wemikhiqizo ephezulu yase-Asia.
Abahlinzeki abahamba phambili base-Asia baphendula ngokufaka ukuhambisana ekwakhiweni komkhiqizo. Isibonelo, i-Hikvision ifaka ama-chips okufunda ahlangene ahambisana ne-ISO/IEC 23053 ukuze ihlangabezane nezidingo zokuhambisa idatha ze-EU, kanti i-Sunny Optical ihlukanisa u-4.5-6.8% wemali engenayo yonyaka ukuze ibhajethi yokuhambisana. Le mali etshaliwe ibuyisela: imikhiqizo ehambisana ifinyelela ku-92% yokudlula ku-CE certification eYurophu futhi yehlisa isikhathi sokungena emakethe ngo-40%.
Icala Lokufunda: Indlela Abathumeli Be-Asia Abaphumelela Ngayo Ngo-2025
Sunny Optical (China) ibonisa isu eliphumelelayo:
• Ukuthuthukiswa KweZinhlelo Zokuhlinzeka: Gcina izikhungo ze-R&D eZhejiang ngenkathi usebenza ezindlini zokuhlanganisa eVietnam, kunciphisa ukuvezwa kumatshali e-U.S.
• Ukuhlukaniswa Okujolile: Kuthola u-35% wemali yokuthumela ngaphandle evela kumamojuli ezimoto, uphumelele ku-12% ngo-2022.
• UbuLeadership bokuhambisana: Wakha isikhungo sokucubungula idatha eYurophu ukuze uhambisane nemithetho yokuhlala kwedatha ye-GDPR, kwandise ukuthunyelwa kwe-EU ngo-28% unyaka nonyaka.
E-Vietnam, i-Samsung Electro-Mechanics isebenzisa ukukhiqizwa kwendawo ukuze ikhonze imakethe yaseNingizimu-mpumalanga ye-Asia, lapho imodyuli yokuphepha ehlakaniphile iba yisigaba sokuthumela ngaphandle esikhula ngokushesha (sanda ngama-41% ngo-2025).
Uhlanga Lwesikhathi Esizayo: 2025-2030
Ukukhula kokuthunyelwa kwamamojula wezithombe e-Asia kuzoboniswa yizitayela ezintathu ezibalulekile:
1. Ukuhlanganiswa Kwezobuchwepheshe: Imodyuli yokuzwa i-3D (phezulu ngo-62% emhlabeni jikelele) kanye nezinhlelo zokubona ezisekelwa yi-AI zizobusa ukuthunyelwa kwamazwe okubalulekile.
2. Imakethe Eziyinqaba: I-Southeast Asia, iMiddle East, kanye neLatin America zizokhuphula ukukhula kokuthengisa, njengoba lezi zindawo zenze u-70% wamaphrojekthi amasha edolobha elihlakaniphile.
3. Ukujula Kwezehlakalo: "Ukungeza inani elisemhlabeni" kuzoba yimpoqo emakethe ezifana neNdiya, kudinga abakhiqizi base-Asia ukuthi batshale imali ocwaningweni nasekukhiqizeni kwendawo.
Imaketheka yeziqukathi zomhlaba wonke izobhekana ne-$620 billion ngo-2030, kanti i-Asia izogcina ingxenye yayo yokuthumela ngaphandle engaphezu kwama-60%—uma abathumeli bejolisa ekushintsheni kwezokuhlinzeka, behlukanisa ngaphandle kwezifoni ezihlakaniphile, futhi begcizelela ukuhambisana. Kubantu beshishini abafuna ukubambisana nabahlinzeki base-Asia, okubalulekile ukuhlole izinkampani ezilinganisa ukuncintisana kwezindleko nokwakha ubuchwepheshe kanye nolwazi lwezomthetho.
Izinto Eziyinhloko Ezithathwa Ngabathintekayo
• Abathumeli: Investa kwi "China+1" imithombo yokukhiqiza kanye nokukhethelwa okujolile (ezokuthutha, AR/VR) ukuze ugweme ukujwayeleka.
• Abangenisi: Gxila kubahlinzeki abanerekhodi eqinile yokuhambisana (IMDA, CE, GDPR) ukuze unciphise ubungozi bokuthumela.
• Abatshalizimali: Gxila ezinkampanini ezihola ekutholeni i-3D, emamoduli ezimoto, nasekukhiqizeni okuhlakaniphile—izigaba ezinekhula ngonyaka okungaphezu kuka-25%.
Indaba yokuthumela amamojula kamakhamera e-Asia ayisasebenzi kuphela ngobukhulu—kukhuluma ngokuqina, ukusungula, nokuhambisana. Njengoba le ndawo ihamba kulezi zinguquko ezisemqoka, izoqhubeka nokwakha ikusasa lobuchwepheshe bokuthwebula umhlaba eminyakeni ezayo.
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