"Aiming ntawm" cov saw hlau ua lag luam cov hauv kev ntawm lub zog tshiab tsheb motors nyob rau hauv kaum xyoo tom ntej!

Roj nqi nce!Kev lag luam tsheb thoob ntiaj teb tab tom muaj kev kub ntxhov tag nrho.Cov kev cai emissions nruj dua, ua ke nrog cov kev xav tau ntawm kev lag luam roj nruab nrab siab dua rau kev lag luam, tau ua rau qhov kev sib tw no hnyav dua, ua rau muaj kev nce ntxiv hauv ob qho tib si kev thov thiab kev siv hluav taws xob tsheb.Raws li kev kwv yees ntawm Supply Chain thiab Technology Department ntawm IHS Markit, cov khoom tsim tawm ntawm lub ntiaj teb tshiab lub zog tsav tsheb lag luam yuav ntau dua 10 lab hauv 2020, thiab cov khoom tsim tawm.yuav tsum muaj ntau tshaj 90 lab hauv 2032, nrog kev loj hlob txhua xyoo (CAGR) ntawm 17%.

Nyob ntawm seb qhov twg lub cev muaj zog nyob rau hauv lub powertrain architecture, nws tuaj yeem muab faib ua plaub qhov sib txawv.Kev faib tawm raws li kev tsim qauv tsim los yog lub cev muaj zog tsis txaus vim tias tib lub cev muaj zog tuaj yeem ua haujlwm rau ob qho kev sib txawv ntawm kev siv lub zog sib txawv.Rau ib tug muab propulsion system tsim, kev xaiv ntawm hluav taws xob lub cev muaj zog tsis txwv rau lub cev muaj zog hom ib leeg, lwm yam xws li kev ua tau zoo, thermal tswj, thiab cov nqi yog tag nrho cov kev xav.Cov txiaj ntsig tshiab lub zog tsav tsheb muaj xws li: lub cav-mounted motors, kis-txuas motors, e-axle motors, thiab hauv-log motors.

cav-mounted motor

Lub cav-mounted lub cev muaj zog thev naus laus zis yog tsim los ntawm siv lub tshuab hluav taws xob siv hluav taws xob (BSG) thev naus laus zis.Belt Starter Generator (BSG) thev naus laus zis hloov lub tshuab hluav taws xob lub cev muaj zog thiab lub tshuab hluav taws xob (alternator) thiab ua tiav lawv txoj haujlwm.Lub cav hloov ua haujlwm suav nrog kev pib nres, ntug dej hiav txwv, hluav taws xob torque thiab lub zog txhawb zog kuj tau siv.Muaj ib qho kev xav tau rau qhov kev daws teeb meem thev naus laus zis no, uas muaj kev siv nyiaj ntau dua kom ua tiav kev txuag roj tseem ceeb nrog kev hloov pauv me me rau lub zog hluav taws xob piv rau cov tsheb qub.Xyoo 2020, lub cav-mounted motors suav txog kwv yees li 30% ntawm tag nrho cov kev lag luam propulsion motor, thiab kev lag luam yuav tsum loj hlob ntawm CAGR ntawm 13% txog 2032.Peb lub ntiaj teb cov khoom lag luam saum toj kawg nkaus ua ke muab ntau dua 75% ntawm qhov xav tau hauv 2020 thiab xav tias yuav tswj tau feem ntau ntawm kev lag luam yav tom ntej.

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 kis tau tus mob-txuas lub cev muaj zog

Kev sib txuas ntawm lub cev muaj zog, ntawm qhov tod tes, alleviates qee qhov kev txwv ntawm txoj siv lub tshuab hluav taws xob siv hluav taws xob (BSG) architecture, muab lub zog ntau dua, ua tiav cov qauv siv hluav taws xob, thiab ua kom yooj yim ntawm lub zog hluav taws xob.Qhov no series ntawm motors yog tsim nyog rau tag nrho cov hluav taws xob los yog plug-in hybrid tsheb.Nyob ntawm lub powertrain architecture, lub cev muaj zog txoj hauj lwm yuav ua ntej los yog tom qab kis tau tus mob.Kev sib txuas cov motors suav txog 45% ntawm kev lag luam propulsion motor los ntawm 2020 thiab xav tias yuav loj hlob ntawm CAGR ntawm 16.7% txog 2032, raws li IHS Markit Supply Chain & Technology.

 

Tsis zoo li lwm hom motors, hauv kev lag luam sib txuas-kev sib txuas, Nyiv thiab Kaus Lim Qab Teb ib leeg suav txog li 50% ntawm kev tsim khoom hauv xyoo 2020.Ntawm qhov kev faib ua feem no, xav txog kev tsom mus rau tag nrho hybrid thiab plug-in hybrid tsheb hauv cov tebchaws no, cov ntaub ntawv no tsis yooj yim to taub.Tsis tas li ntawd, ua OEMs siv cov kis tau tus mob sib txuas hauv kev tsim tsheb hluav taws xob thiab lawv cov chaw muag khoom tseem ceeb kuj nyob hauv Nyiv thiab Kaus Lim Qab Teb.

e-axle lub cev muaj zog

Cov tsev neeg lub cev thib peb yog e-axle lub cev muaj zog, uas sib txuas cov khoom siv hluav taws xob hluav taws xob hauv ib pob, tsim kom muaj kev sib cog lus, lub teeb yuag thiab muaj txiaj ntsig zoo uas muab kev ua tau zoo thiab kev ua haujlwm siab dua.Nyob rau hauv e-axle lub cev muaj zog configuration, lub cev muaj zog yog muab tso rau ntawm lub transaxle.

 

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Raws li kev kwv yees ntawm IHS Markit Supply Chain thiab Technology Department, los ntawm 2020, e-axle motors yuav suav txog li 25% ntawm kev lag luam propulsion motor, thiab nws xav tias qhov kev loj hlob txhua xyoo ntawm kev lag luam no yuav ncav cuag 20.1% los ntawm Xyoo 2032, uas yog qhov loj tshaj plaws ntawm tag nrho cov propulsion motors.Qeb ceev tshaj plaws.Qhov no yog lub sijhawm ua lag luam tseem ceeb rau txhua qhov chaw ntawm cov khoom siv lub cev muaj zog, xws li cov neeg tsim khoom siv hluav taws xob steel, cov neeg tsim khoom siv tooj liab winding thiab aluminium caster producers.Hauv kev lag luam e-qag lub cev muaj zog, ob qho tib si Europe thiab Tuam Tshoj Greater ua cov pob thiab xav tias yuav suav txog ntau dua 60% ntawm kev tsim khoom thoob ntiaj teb thaum lub sijhawm kwv yees xyoo 2020-26.

Hauv-log motor

Hom plaub ntawm lub cev muaj zog yog lub hub lub cev muaj zog, uas tso cai rau lub cev muaj zog tso rau hauv nruab nrab ntawm lub log, txo cov khoom tsim nyog los txo cov kev sib kis thiab lub zog poob cuam tshuam nrog lub zog, bearings thiab universal pob qij txha.

 

Nyob rau hauv-log motors raug cais raws li P5 architectures thiab zoo li yog ib qho kev ntxim nyiam lwm txoj rau cov pa powertrains, tab sis lawv muaj qhov tsis zoo.Ntxiv nrog rau tus nqi nce ntxiv los ntawm kev ua haujlwm thev naus laus zis, qhov teeb meem ntawm kev nce qhov hnyav ntawm lub tsheb tau ua rau muaj kev cuam tshuam rau qhov muaj koob npe ntawm cov motors hauv lub log.Nyob rau hauv-log motors yuav nyob twj ywm ib feem ntawm lub ntiaj teb no lub teeb-lub luag hauj lwm tsheb lag luam, nrog rau txhua xyoo kev muag khoom tshuav qis dua 100,000 rau feem ntau ntawm kaum xyoo tom ntej, IHS Markit tau hais.

Homemade lossis Outsourced Strategies

Nyob rau hauv lub ntiaj teb no lub cev muaj zog saw saw kev lag luam, ib qho tseem ceeb qauv yog nyob rau hauv-tsev tsim thiab outsourcing ntawm motors.Daim ntawv qhia hauv qab no qhia txog cov ncauj lus hauv kev tsim khoom lossis kev yuav cov propulsion motors los ntawm 10 lub ntiaj teb OEMs.Ntiaj teb no OEMs xav tias yuav nyiam outsourcing ntau dua li hauv tsev tsim hluav taws xob motors los ntawm 2022.Lub sijhawm no feem ntau hu ua "kev xav tau thev naus laus zis" thiab feem ntau OEMs thoob ntiaj teb yuav vam khom rau cov khoom siv lub cev muaj zog, muab qhov kev nkag siab zoo tshaj plaws ntawm cov thev naus laus zis, thiab qhov txwv tab sis hloov pauv cov kev xav tau ntawm OEMs.

 

Los ntawm 2022 txog 2026, lub sijhawm hu ua "kev txhawb nqa kev loj hlob", feem ntawm cov motors uas tsim nyob rau hauv tsev yuav maj mam nce.Kwv yees li 50% ntawm cov motors tsim nyob rau hauv 2026 yuav yog domestic.Thaum lub sijhawm no, OEMs yuav tsim cov thev naus laus zis hauv tsev nrog kev pab los ntawm cov neeg koom tes thiab kev sib koom ua lag luam.IHS Markit kwv yees tias tom qab xyoo 2026, OEMs yuav ua tus thawj coj thiab feem ntau ntawm kev tsim khoom hauv tsev yuav nce ntxiv.

 

Raws li lub vanguard ntawm kev txhawb nqa lub zog tshiab tsheb nyob rau hauv lub nroog, daim ntawv thov ntawm them infrastructure nyob rau hauv Shanghai yog ib tug microcosm ntawm txoj kev loj hlob ntawm lub zog tshiab tsheb.

 

Wang Zidong tau taw qhia tias kev hloov pauv roj teeb thiab them nyiaj tsis yog qhov sib txawv kiag li.Qhov no yog ib qho kev xaiv tshiab uas muaj txiaj ntsig zoo rau kev sib raug zoo."Thaum lub neej ntawm lub roj teeb pob tau nce ntxiv thiab kev nyab xeeb zoo dua, cov neeg caij tsheb hauv lub roj teeb hloov pauv yuav siv dav hauv khw.Lub sijhawm ntawd, tsis yog cov tsheb B-kawg nkaus xwb, tab sis kuj tseem C-kawg lub tsheb (cov tsheb ntiag tug) yuav maj mam nce nrog qhov no.xav tau.”

 

Huang Chunhua ntseeg tias yav tom ntej, cov neeg siv tsheb tshiab muaj lub sijhawm them, tab sis tsis muaj sijhawm los hloov lub roj teeb.Lawv kuj tuaj yeem hloov kho lub roj teeb los ntawm kev hloov chaw nres tsheb fais fab, kom cov neeg siv muaj ntau txoj kev xaiv, thiab ntau txoj kev siv tau yooj yim yog qhov tseem ceeb ntawm kev tsim kho kev lag luam.Tsis tas li ntawd, Ministry of Industry thiab Information Technology tsis ntev los no tau ceeb toom tias xyoo 2022, lub nroog tsav tsheb rau kev siv hluav taws xob tag nrho ntawm cov tsheb hauv pej xeem yuav raug tsim tawm.Tom qab qhov no yuav tsum yog kev sib txuas ntawm kev them nyiaj thiab kev sib pauv roj teeb los txhawb kev siv hluav taws xob tag nrho ntawm cov tsheb hauv pej xeem."Nyob rau ob mus rau peb xyoos tom ntej no, nyob rau hauv sub-sectors xws li kev thauj mus los rau pej xeem thiab kev thauj mus los, qhov nrov ntawm cov roj teeb hloov pauv yuav nrawm dua."

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Lub sij hawm xa tuaj: Plaub Hlis-07-2022