isiZulu
Kungani iChina ihola ekuthumeleni imijikelezo yezithombe: Ngaphezu kwezindleko, umshini ophindwe kathathu wokwakha
Kwadalwa ngo 2025.12.22
Isingeniso: Ukubusa Okuthule Kwezimoduli Zekhamera Zokuthumela E-China
Ngo-2025, imakethe ye-camera module yaseShayina ilindeleke ukufinyelela ku-$15.6 billion, ibalulekile ngaphezu kuka-50% wezimpahla ezithunyelwa phesheya – ukuhola okukhulu okudlula kakhulu izinzuzo ezijwayelekile zokukhiqiza. Ngenkathi abaningi abahlola umhlaba beqhubeka nokuxhumanisa ukukhiqizwa kweShayina nezintengo eziphansi, ubuholi bezwe bukhona kuumkhiqizo wekhameraukuthunyelwa kuvela kumphumela onamandla wokuhlanganyela kokwakhiwa kwezobuchwepheshe, ukwanda kokufuna kokusetshenziswa, kanye nokuhweba okuhlela. Le ndatshana ihlaziya amathuluzi amathathu ayinhloko aqhuba ubuholi baseShayina, asekelwe ngemininingwane yemboni yakamuva ka-2025 kanye nezifundo zamacala ezinkampani.
1. Ukuhlaziywa Kwezobuchwepheshe: Kusuka Ekubambeni Ukuze Ube Umholi Wokwakha Okwamanye Amazwe
Abakhiqizi bamamojula wezithombe eChina sebedlule esigabeni sokulandela nokukopisha ukuze babe ngabaphambili kwezobuchwepheshe obubalulekile, besekelwa ukutshalwa kwezimali okukhulu kwe-R&D kanye nokwesekwa kwemigomo.
• Ukuphumelela Kwezinsiza: Izinkampani zendawo ezifana ne-OmniVision ziqede umehluko nezinkampani ezinkulu zomhlaba. Isixhumi se-OV50A sithumela isixazululo se-48MP ngosayizi we-pixel we-1.0μm, sinesikhala esiguquguqukayo se-92dB – esifanayo ne-Sony’s flagship IMX766. Ngonyaka ka-2023, amabhrendi aseShayina abambe i-43% yemakethe ye-sensor yekhamera ye-smartphone yomhlaba, ngokukhuphuka kweziphathimandla ezitholakalayo ngo-214% kusukela ngo-2018.
• Ubuchwepheshe Bokwakha Obuhle: Amagilasi e-Sunny Optical ahlanganisa i-glass-plastic hybrid anciphisa ukuguqulwa kwemikhawulo kube ngu-0.3% ngokusebenzisa ama-algorithms wokulungisa izinga lokushisa, manje asetshenziswa ochungechungeni lwe-Honor Magic5. Imodyuli ye-periscope zoom yenkampani ifinyelela ku-5x zoom engenalutho ngokushesha kokugxila okungu-0.2 sekondi, ibonisa izinga lokukhiqiza elingu-85%.
• Ubuholi be-Algorithm: Izinkampani zaseShayina ziphethe ama-patent angu-38% emhlabeni wonke wezithombe zezimoto (2023-2025), kanti u-61% ugxile ekucubunguleni izithombe. I-alliance ye-Huawei ihlanganisa abahlinzeki abangaphezu kwama-30 bendawo ukuze bakhe ndawonye ama-chips wombono kanye nezinhlelo zokugxila, kunciphisa izikhathi zokuthuthukiswa kwemikhiqizo emisha ngama-40%.
Ukusekela kwemigomo kukhuphula le misha. IMinistry of Industry and Information Technology yaseShayina ihlinzeke ngamaRandi angama-$11 billion emalini ethile yezobuchwepheshe bokuthwebula obuphambili kusukela ngo-2020, kanti uhlelo lwe “14th Five-Year Plan” luphakamisela ukuba kube ne-60% ukuzimela emashiphu e-4K/8K ngonyaka ka-2025. Le ndawo yokucwaninga nokuthuthukisa eyizimboni ezizimele kanye nokusekelwa kukahulumeni kudala umjikelezo omuhle wokuthuthuka kwezobuchwepheshe.
2. Ukuhluka Kwezidingo: Ukuhlinzeka Ngokuqhubekayo Kwezindawo Eziphakathi Kwezindleko Eziphezulu
Ubulungiswa bokuthumela ngaphandle kweChina buxhaswa ukufunwa okukhulayo emikhakheni emithathu ekhula ngokushesha, lapho abakhiqizi bendawo bethole khona izinzuzo zokuqala:
• Uguquko lwezimoto: Njengoba abakhiqizi bezimoto emhlabeni jikelele bephendukela ekuzimeleni, iChina ibusa emakethe yemamojula yekhamera yezimoto ngengxenye ye-35% yomhlaba. Inani elijwayelekile lezikhamera ngalinye imoto lizokhuphuka lisuka ku-12 lize lifike ku-46 ngo-2030, kuholelwa imithetho efana ne-C-NCAP yaseChina (ephethe i-AEB yokuhlola izinkanyezi ezi-5) kanye ne-GSR-II ye-EU (efuna izinhlelo zokubheka umshayeli). I-Sunny Optical manje ihlinzeka ngama-lenses ezimoto angama-28% eYurophu, ihlome amamodeli afana ne-BMW iX3 ne-Volkswagen ID.7.
• Ukuthuthukiswa Kwezithombe: Ngama-65% wezidingo ze-moduli yekhamera ezivela kumafoni, imikhiqizo yaseShayina efana ne-Xiaomi ne-vivo ihola ubuchwepheshe obusha. Uchungechunge lwe-OPPO Find X7 lusebenzisa ama-pixels e-transistor amabili (18-bit dynamic range), lufinyelela ku-$9 billion ekuthengisweni kwenyanga yokuqala. Abakhiqizi bendawo manje bahlinzeka ngama-moduli e-periscope ku-Samsung Galaxy S25 Ultra – isikhumbuzo sokungena emakethe ephezulu.
• Imakethe ye-IoT ezivela: Ukuvikeleka nokubhekwa, ama-wearables, kanye nokuhlola kwezimboni kudala izindlela ezintsha zokukhula. Ukuhweba kwezingxenye zezikhamuzi zaseShayina kukhula ngo-15% ngonyaka, lapho ama-4K/8K amamodeli aphezulu kakhulu ebonisa u-39.6% wezithuthi. Ema-wearables, isidingo somhlaba jikelele samamojula ezikhamuzi encane silindeleke ukuthi sikhule ngo-15% ngonyaka, sikhuthazwa ngezici zokubheka impilo.
3. Ukuhlanganyela Kwamazwe Ngamazwe 2.0: Ukukhiqiza Okubumbene Kwehlula Izingqinamba Zokuhweba
Abakhiqizi bemojula yekhamera yaseShayina baye bathuthuka bavele "ukuthumela imikhiqizo" baye "ukwakha izinhlelo zomhlaba wonke," bephula ubudlelwano bezohwebo ngokusebenzisa izimali ezicacile zangaphandle:
• Izikhungo Zokukhiqiza Zesifunda: I-Sunny Optical ifake imali engu-250 million emkhakheni weVietnam ukuze ikhonze uthango lwe-Samsung, yehlisa izindleko zokuhamba ngama-15%. Imboni ye-OFILM engu-180 million eNdiya igxile kumakhasimende ezimoto nezefoni ezihlakaniphile, ibuyela emakethe yomhlaba ngemva kokuphikisana kwezohwebo. Isikhungo se-Yutong Optical e-Thailand sikhupha ama-lens engilazi angu-2 million ngenyanga, sigwema izindleko zokuphuma kwe-EU.
• Izindlela Zokwakha Ezihlukile: E-Europe, iSunny Optical ivule ifektri ye-module ku-Q3 2025 ukuze ihlinzeke abakhiqizi bezimoto ngqo, yehlisa ubungozi bezintela. E-Southeast Asia, le nkampani inikeza amaphakheji "lens + ukugcinwa", yehlisa izindleko zesevisi yamakhasimende ngama-30%.
• Ukuhlanganiswa KweZixhumanisi Zokwakha: Izinkampani zaseShayina manje zilandela u-90% wezinto eziyisisekelo zamamojula wekhamera ye-ADAS, kunciphisa ukuthembela ezicini ezingenayo. Le nhlanganisela ephakeme ivumela ukwenziwa ngokushesha – inzuzo ebalulekile ekukhiqizeni izimoto, lapho isikhathi sokuhola singakwenza noma sithathe izivumelwano.
Izibalo Zikhuluma: Ukuhamba Okungaphikiswa Kokuthumela Phesheya
• Uhlanga Lwemakethe: Abakhiqizi baseShayina banemakethe engu-49% ye-global camera module (Counterpoint, 2025), kanti iSunny Optical (31%) neQtech (18%) bahola le ngxenye.
• Umkhondo Wokukhula: Ukuthunyelwa kwezingxenye zokukhanya eChina kufinyelele ku-$52.7 billion ngo-2023, lapho ama-brand asekhaya enza u-51% – uphumelele ku-23% ngo-2018.
• Ukuncintisana Kwam价格: Ngenkathi amanani wemodyuli yekhamera yezimoto ehla ngo-17% unyaka nonyaka (2025), izinkampani zaseShayina zandise inzuzo ngokufaka izibuko zaseJapane ezinhlelweni ze-ADAS.
Izinselelo Nezibonelelo Zesikhathi Esizayo
Naphezu kokuhola kwayo, iChina ibhekene nezithiyo: Ama-sensor aphezulu (8MP+) asathanda ukungeniswa, futhi ukungezwani kwezohwebo kuqhubeka. Nokho, imboni ibhekisela ezicini ezinamandla:
• AI Integration: Amamojuli wekhamera anokucubungula kwe-AI okwakhiwe ngaphakathi ukuze kuqashelwe izinto nokuhlaziywa kwesikhathi sangempela athuthukiswa, agxile emadolobheni akhanyayo nasekuzenzakaleni kwezokukhiqiza.
• Itekhnoloji Ephumelelayo: Imodyuli yokuhlola ye-3D (ezisetshenziselwa i-AR/VR kanye nokuhlonza ubuso) kanye nezinsiza eziningi ze-spectral (ezisetshenziselwa izicelo zezokwelapha nezolimo) ziyizizathu ezintsha zokukhula.
• Ukugcina: Abakhiqizi bayanciphisa izinyathelo ze-carbon – Imboni ye-Sunny Optical e-Indonesia isebenza ngogesi obuyiselwa kabusha ngo-100%, ikhangela amaklayenti agxile ku-ESG.
Isiphetho: Kungani Ukuhola kweChina Kuzoqhubeka
Ubuhlakani bokuthumela izithombe beChina abuyona into eyenzekile ngengozi. Kuyimiphumela yesu elihlosiwe: ukuhweba kwezobuchwepheshe okuxhaswe nguMthetho kanye nezezimali, ukwehluka kwemfuneko emikhakheni ekhula ngokushesha, kanye nemodeli yokuhweba ethatha izithiyo zokuhweba ibe amathuba. Njengoba umhlaba ufisa izixazululo zezithombe ezinekhwalithi ephezulu, ezihlakaniphile, abakhiqizi baseChina bahlala bephakathi kokuhola – hhayi kuphela ngesisekelo sokukhula, kodwa nangamandla okwenza izinto ezintsha ngokushesha, ukujolisa kahle, nokuletha inani emhlabeni jikelele.
Kubathengi nabalingani bomhlaba, ukuqonda le mishini emithathu yokukhula kubalulekile ukuze kusebenze kahle uhlelo lwezithombe lweChina. Ikusasa akulona labakhiqizi abakhokhela kancane, kodwa kulabo abangaguqula amandla obuchwepheshe babe izixazululo zangempela – futhi iChina ikwazile le msebenzi.
Uxhumane
Sicela uxhumane nathi uhambele
WhatsApp
WeChat