Njengoba ukusetshenziswa kwamadivaysi eselula kuqhubeka ukwanda, isidingo samabhange kagesi okwabelwana ngaso sihlala siqinile kuzo zombili izimakethe zasekhaya nezamazwe ngamazwe. Ngo-2025, imakethe yebhange lamandla okwabelwana ngayo emhlabeni wonke ibhekene nesikhathi sokukhula okuqinile, okuqhutshwa ukwanda kokuncika kwama-smartphone, ukuhamba emadolobheni, kanye nesidingo sabathengi sokwenza lula.
Ngokocwaningo lwakamuva lwemakethe, imakethe yomhlaba wonke yamabhange kagesi okwabelwana ngawo yayilinganiselwa ku-USD 1.5 billion ngo-2024 futhi kulindeleke ukuthi ifinyelele ku-USD 5.2 billion ngo-2033, nge-CAGR ka-15.2%. Eminye imibiko ilinganisela ukuthi imakethe ingafinyelela ngaphezu kuka-USD 7.3 billion ngo-2025 kuphela, ikhule ifinyelele cishe ku-USD 17.7 billion ngo-2033. E-China, imakethe yafinyelela ngaphezu kwezigidigidi ezingu-RMB 12.6 ngo-2023 futhi kulindeleke ukuthi ikhule kancane kancane, ngezinga lokukhula lonyaka elilinganiselwa ku-20%, okungenzeka lidlule iminyaka eyizigidi eziyizinkulungwane ezingu-40.
I-Technological Innovation kanye Nokwanda Komhlaba
Ezimakethe zamazwe ngamazwe njenge-Europe, i-Southeast Asia, kanye neNyakatho Melika, imboni yebhange lamandla okwabelwana ngayo ikhula ngokushesha. Izinkampani zigxile ezenzweni ezintsha ezifana namakhono ashesha ukushaja, imiklamo yamachweba amaningi, ukuhlanganiswa kwe-IoT, nezinhlelo zokusebenza zeselula ezisebenziseka kalula. Iziteshi ze-smart docking kanye nezinqubo zokubuyisela eziqashisayo ezingenamthungo seziphenduke izindinganiso zemboni.
Abanye o-opharetha manje sebehlinzeka ngamamodeli aqashiswayo asuselwe ekubhaliseni ukuze kukhuliswe ukugcinwa kwabasebenzisi, ikakhulukazi emazweni anokusetshenziswa kwezithuthi zomphakathi okuyimvamisa ephezulu. Ukwenyuka kwamadolobha ahlakaniphile kanye nezinhlelo zokusimama kukhuthaze nokusatshalaliswa okubanzi kweziteshi zokushaja ezikhumulweni zezindiza, ezitolo ezinkulu, emanyuvesi nasezindaweni zokuthutha abantu. Ngasikhathi sinye, abakhiqizi abaningi bamukela izinto zokwakha ezinobungani nemvelo nezinhlelo zokugaywa kabusha njengengxenye yezibopho zabo ze-ESG.
I-Competitive Landscape
E-China, umkhakha webhange lamandla okwabelwana ngawo ubuswa abadlali abambalwa abakhulu, okuhlanganisa i-Energy Monster, i-Xiaodian, i-Jiedian, ne-Meituan Charging. Lezi zinkampani zakhe amanethiwekhi amakhulu kazwelonke, zithuthukise izinhlelo zokuqapha ezisekelwe ku-IoT, futhi zihlanganiswe nezinkundla zokukhokha ezidumile njenge-WeChat ne-Alipay ukuze zinikeze ulwazi olubushelelezi lwabasebenzisi.
Emazweni ngamazwe, amabhrendi afana ne-ChargeSPOT (e-Japan nase-Taiwan), i-Naki Power (Europe), i-ChargedUp, ne-Monster Charging ayakhula ngenkuthalo. Lezi zinkampani azigcini nje ngokuthumela amadivaysi kodwa futhi zitshala imali kumapulatifomu eselula kanye nezinhlelo ze-backend ze-SaaS ukuze kuthuthukiswe ukusebenza kahle nokumaketha okuqhutshwa yidatha.
Ukuhlanganiswa sekuba inkambiso ecacile kuzo zombili izimakethe zasekhaya nezaphesheya kwezilwandle, lapho osomabhizinisi abancane betholwa noma bephuma emakethe ngenxa yezinselelo zokusebenza noma isikali esilinganiselwe. Abaholi bezimakethe bayaqhubeka nokuthola izinzuzo ngesilinganiso, ubuchwepheshe, kanye nokusebenzisana nabathengisi bendawo nabahlinzeki bezingcingo.
I-Outlook ka-2025 nangaphezulu
Uma ubheka phambili, imboni yebhange lamandla okwabelwana ngayo kulindeleke ukuthi ikhule ngezindlela ezintathu ezinkulu: ukwanda kwamazwe ngamazwe, ukuhlanganiswa kwedolobha elihlakaniphile, nokusimama okuluhlaza. Ubuchwepheshe bokushaja ngokushesha, amandla amabhethri amakhulu, nezikhiqizo zokushaja eziyingxubevange nakho kungase kube izici ezibalulekile zegagasi lomkhiqizo elilandelayo.
Naphezu kwezinselelo ezinjengokwenyuka kwezindleko zehadiwe, ukugcinwa kwezinto, kanye nemithetho yezokuphepha, umbono usalokhu umuhle. Ngokusungulwa kwamasu nokusatshalaliswa komhlaba wonke, abahlinzeki bebhange lamandla okwabelwana ngalo basesimweni esihle sokuthwebula igagasi elilandelayo lesidingo sobuchwepheshe basemadolobheni futhi badlale indima ebalulekile emnothweni weselula wokuqala wesikhathi esizayo.
Isikhathi sokuthumela: Jun-13-2025
