Kuwedzera kwekusawirirana kwekutengeserana pakati peChina neUS kwakwezva kutarisisa kwemusika wepasi rose, iyo US ichizivisa mitero mitsva yezvinotengwa neChina uye China ichipindura nematanho akaenzana. Pakati pemaindasitiri akakanganisika, China ye LED inoratidza kunze chigadzirwa chikamu chakatarisana nematambudziko makuru.
1. Market Position uye Immediate Impact
China ndiyo inogadzira pasirese uye inotengesa kunze kwezvigadzirwa zvekuratidzira kweLED, neUS iri musika wakakosha wemhiri kwemakungwa. Muna 2021, indasitiri yemwenje yekuChina yakatengesa kunze 65.47 bhiriyoni zvinhu zvakakosha 65.47billion, zvinosanganisira 47.45 bhiriyoni (72.47%) kubva kumagetsi e LED zvigadzirwa, iyo US inotora chikamu chakakura. Tisati takwidzwa mutero, maChinese LED maratidziro aitonga musika weUS nekuda kwehuwandu hwekudhura-kushanda. Zvisinei, mitero mitsva yakavhiringidza iyi dynamic.
2. Mutengo Wekuwedzera uye Kukwikwidza Kukanganisa
Iwo mitero yakawedzera zvakanyanya mutengo weChinese LED kuratidza mumusika weUS. Macheni ekupa akaomesesa uye mitero yakawedzera kumanikidza kukwira kwemitengo, zvichibvisa mukana wemutengo weChina. Semuyenzaniso, Leyard Optoelectronic Co., Ltd. yakaona kukwira kwemitengo ye25% yezviratidziro zvayo zveLED muUS, zvichikonzera kudonha kwe30% kwemaodha ekunze. Vatengesi vekuUS vakawedzera kumanikidza mafemu ekuChina kuti atore mari yemitero, achidzvanya mibairo.
3. Shifts muKuda uye Kusagadzikana Kwemusika
Kukwira kwemitengo kwakakurudzira vatengi vanokoshesa mutengo kune dzimwe nzira kana kutenga kubva kune dzimwe nyika. Nepo vatengi vepamusoro-soro vanogona kuramba vachiisa pamberi pemhando, kudiwa kwese kwakabvumiranwa. Unilumin, semuenzaniso, yakashuma kuderera kwe15% pagore-pagore mukutengesa kweUS muna 2024, nevatengi vachiwedzera kungwarira nezvemitengo. Kuchinja kwakafanana kwakaonekwa panguva yehondo yekutengeserana ya2018, zvichiratidza maitiro anodzokororwa.
4. Supply Chain Adjustments uye Matambudziko
Kudzikamisa mitero, mamwe mafemu eChinese e LED ari kutamisa kugadzirwa kuUS kana nyika dzechitatu. Nekudaro, zano iri rinosanganisira kudhura kwakanyanya uye kusava nechokwadi. Kuedza kwaAbsen Optoelectronic kumisa kugadzirwa kweUS kwakatarisana nematambudziko kubva kumitengo yevashandi uye kuomerwa kwekutonga. Zvichakadaro, kunonoka kutenga nevatengi veUS kwakonzera kushanduka kwemari yekota. Semuyenzaniso, Ledman's US ekunze mari yakadonha ne20% quarter-on-quarter muQ4 2024.
5. Strategic Responses neChinese Enterprises
Kuvandudza Tekinoroji: Makambani akaita seEpistar ari kuisa mari muR&D kuti awedzere kukosha kwechigadzirwa. Epistar's yekupedzisira-yepamusoro-yekuzorodza-reti ye LED inoratidzira ine emhando yepamusoro kurongeka yakachengetedza 5% kukura mune yekutanga US inotengeswa kunze kwenyika muna 2024.
Market Diversification: Mafemu ari kuwedzera muEurope, Asia, uye Africa. Liantronics yakawedzera China's Belt uye Road Initiative, ichiwedzera kunze kwenyika kuMiddle East neSoutheast Asia ne25% muna 2024, ichibvisa kurasikirwa kwemusika weUS.
6. Rutsigiro rweHurumende uye Matanho ePurogiramu
Hurumende yeChina iri kubatsira chikamu ichi kuburikidza nerubatsiro rweR&D, kurudziro yemutero, uye kuedza kwevamiriri kudzikamisa mamiriro ekutengeserana. Aya matanho anovavarira kukurudzira hunyanzvi uye kuderedza kuvimba nemusika weUS.
Mhedziso
Nepo iyo US-China tariff hondo ichiunza matambudziko akakomba kuChina yekuratidzira LED indasitiri, yakasimudzirawo shanduko uye kusiyanisa. Kuburikidza nehunyanzvi, kuwedzera kwemusika wepasi rose, uye rutsigiro rwehurumende, chikamu ichi chagadzirira kushandura dambudziko kuti rive mukana, richigadzira nzira yekukura kwakasimba pakati pekuchinja kwekutengeserana.
Nguva yekutumira: Kubvumbi-17-2025