Ngomhla zingama-31 kuJulayi, idatha ye-International Data Corporation (IDC) ikhombise ukuthi ubukhulu bemakethe yamarobhothi ezimboni anobuhlakani obugxilile e-China ngo-2025 bungaba ngu-¥5.74 billion, kanti imakethe yezinhlelo zobuhlakani obugxilile ezisekelwe kumarobhothi ezimboni ibingaba ngu-¥3.62 billion, yaba yinkomba eyinhloko yokusetshenziswa kwezimboni kwezohwebo okwamanje. Njengoba ukuncintisana kwezimboni kusuka ekugxileni ekusebenzeni komzimba werobhothi kuya ekuncintisaneni okuphelele kwamamodeli, idatha, ubunjiniyela kanye nekhono lokusetshenziswa ezimweni zangempela, amarobhothi ezimboni anobuhlakani obugxilile aya ngokuya eba yisiqondiso esibalulekile sokuthuthukiswa kokukhiqiza okuhlakaniphile.
Amarobhothi ezimboni anobuhlakani obugxilile abhekisa kumasistimu erobhothi ahlakaniphile aqondiswe ezindaweni zokukhiqiza ezimbonini. Ngokuhlanganisa amamodeli obuhlakani bokwenziwa, amasistimu okubona izinto ngezindlela eziningi, amasistimu okulawula amarobhothi kanye nomzimba werobhothi, la marobhothi akha umjikelezo ophelele wamakhono okubona, ukufunda, ukwenza izinqumo nokwenza, futhi akwazi ukuqedela imisebenzi yokusebenza ngokuzenzakalela ezimweni zangempela zezimboni, kanye nokuxhumana nabasebenzi nemishini yokukhiqiza.
Idatha ye-IDC ikhombisa ukuthi ngo-2025 imakethe yamarobhothi ezimboni anobuhlakani obugxilile e-China yangena esigabeni sokusheshisa ukuhweba, ngobukhulu bemakethe obungaba ngu-¥5.74 billion. Imakethe yamanje ikakhulukazi isebenzisa amarobhothi anezimo nezimo eziningi njengesisekelo, ithuthukise ngobuhlakani imigqa yokukhiqiza neziteshi zokukhiqiza ezimbonini, ihlanganise amakhono okubona, ukufunda, ukwenza izinqumo nokwenza, futhi iqhubekisele izimo zokukhiqiza ohlangothini lokuguquguquka nokuzimela okukhulu.
Idatha ye-IDC ikhombisa ukuthi ngo-2025 imakethe yezinhlelo zobuhlakani obugxilile ezisekelwe kumarobhothi ezimboni ibingaba ngu-¥3.62 billion, yathatha ingxenye enkulu yemakethe yamanje. Lezi zihlanganisa ikakhulukazi amarobhothi asebenzisanayo, amarobhothi ahlanganisiwe (ahambayo nasebenzayo), namarobhothi anamalunga amaningi. La marobhothi asebenzisa isisekelo sezimboni esivuthiwe, ahlanganise ukubona ngemishini, ubuchwepheshe bokulawula amandla, ukuqonda indawo ezungezile kanye namakhono amamodeli obuhlakani obugxilile, ukuze anikeze ukulethwa okuhlanganisiwe kokuthi “ihadiwe yerobhothi + isofthiwe ehlakaniphile + izinsizakalo zemboni”. Asetshenziswa ezimweni zezimboni ezinjengokulayisha nokuthulula, ukuhlolwa kwekhwalithi, ukugaya nokulungisa, ukuhlanganisa okuguquguqukayo kanye nokuthuthwa kwezinto.
Ngo-2025, izisekelo ezintsha zobuhlakani obugxilile ezimelelwa amarobhothi anesimo somuntu zaqala ukungena esigabeni sokuhlolwa ezimweni zezimboni, ngobukhulu bemakethe obungaba ngu-¥2.11 billion. Ukusetshenziswa kwamanje kugxile kakhulu ekufakweni emigqeni yokukhiqiza yokubonisa, ekuqinisekiseni izimo nasekuhlolweni kwe-POC. Amarobhothi anesimo somuntu anokuguquguquka okukhulu kwesimo kanye namandla angcono okujwayela izindawo eziyinkimbinkimbi, kodwa okwamanje asesigabeni sokuphelelisa amakhono obuchwepheshe nokuhlola amamodeli okuhweba. Izindleko zomkhiqizo, ukwethembeka, ukuvuthwa kobunjiniyela kanye nokusebenza kwangempela kokukhiqiza kusaqinisekiswa.
Eminyakeni emithathu kuya kwemihlanu ezayo, imakethe yamarobhothi ezimboni anobuhlakani obugxilile e-China izongena esigabeni esibalulekile sokusuka ekuqinisekiseni izimo ngazinye iye ekusetshenzisweni ezingeni lezinqubo zokukhiqiza. I-IDC ikholelwa ukuthi imboni izobonisa lezi zitayela zentuthuko ezilandelayo:
Ukusuka ebuhlakani besiteshi esisodwa kuya ebuhlakani bezinqubo zokukhiqiza. Amarobhothi azokweqa imingcele yemisebenzi eyodwa, ahlanganiswe ngokujulile ne-MES, WMS, ERP, PLC kanye nezinkundla ze-inthanethi yezimboni, aguquke kancane kancane asuke emishinini eyenza umsebenzi owodwa abe yizinodi ezihlakaniphile ohlelweni lokukhiqiza.
Ulwazi lwezimboni luba yingxenye ebalulekile yamakhono emodeli. Amamodeli obuhlakani obugxilile ezimbonini adinga ukuhlanganisa ngokwengeziwe imithetho yezinqubo, izimiso zokusebenza kwemishini kanye nolwazi lokukhiqiza, ukuze asuke “ekuqedeni umsebenzi” aye “ekuqondeni inqubo yokukhiqiza”. Ngokuzayo, ukuncintisana kwamamodeli ngeke kuncike kuphela kubukhulu bedatha, kodwa nasekhonweni lokuhlanganisa ulwazi lwezimboni.
Amarobhothi anezimo eziningi azohlala ekhona ngokuhlanganyela isikhathi eside. Izimo zezimboni zesikhathi esizayo zizokwakha uhlelo lokubambisana kwamarobhothi amaningi: amarobhothi anesimo somuntu azofaneleka emisebenzini eguquguquka kakhulu nengahlelekile; amarobhothi ahambayo nasebenzayo azofaneleka emisebenzini ewela izikhala; amarobhothi asebenzisanayo azofaneleka ezimweni zokubambisana kwabantu namarobhothi; amarobhothi ezimboni akhethekile azofaneleka emisebenzini enokunemba nokuzinza okuphezulu. Ngokuzayo, okuzogxilwa kukho akusona isimo serobhothi, kodwa ukuthi ubani ongakwazi ngempela ukuxazulula izinkinga zezimboni.
Umjikelezo wedatha kanye nekhono lobunjiniyela kuzonquma ukusetshenziswa ngezinga elikhulu. Njengoba imakethe ingena esigabeni sokufakwa ngobuningi, ukuqoqwa kwedatha yezimboni yangempela, ukusebenza kahle kokuphindaphindwa kwamamodeli kanye nekhono lokuletha ngezinga elikhulu kuzoba yizici ezibalulekile zokuncintisana. Amabhizinisi akwazi ukwakha uhlelo lomjikelezo ophelele othi: ukuqoqwa kwedatha → ukuqeqeshwa kwemodeli → ukufakwa ezimbonini → ukuthuthukisa ngempendulo, azothola inzuzo yokuncintisana yesikhathi eside.
I-ROI iba yinkomba eyinhloko yokusetshenziswa kwezentengiso. Ucwaningo lwe-IDC kubasebenzisi lubonisa ukuthi ngaphezu kuka-80% wamabhizinisi okukhiqiza afuna amaphrojekthi amarobhothi ezimboni anobuhlakani obugxilile akwazi ukubuyisa utshalomali phakathi neminyaka emibili. Ngokuzayo, izixazululo ezingafakwa ngokushesha, zisebenze ngokuzinzile futhi zikhiqize inzuzo yezomnotho ecacile zizothola ukuqashelwa kwemakethe kuqala.
Inkomba
I-Physical AI isheshisa ukusetshenziswa ezimbonini: Imakethe yamarobhothi ezimboni anobuhlakani obugxilile e-China ifinyelele ku-¥5.74 billion ngo-2025, inqubo yokuhweba isheshiswa ngokuphelele