“Aiming at” the supply chain business opportunities of new energy vehicle motors in the next ten years!

Amaxabiso e-oyile anyukile!Ishishini lehlabathi le-auto liphantsi kwesiphithiphithi.Imithetho engqongqo yokukhupha izinto ezikhutshwayo, idityaniswa nomgangatho ophezulu weemfuno zoqoqosho lwepetroli kumashishini, iye yawenza mandundu lo mngeni, nto leyo ekhokelela ekwandeni kweemfuno kunye nobonelelo lwezithuthi zombane.Ngokoqikelelo lweSebe lezoBonelelo kunye neTekhnoloji ye-IHS Markit, imveliso yemarike yemoto yamandla entsha yehlabathi iya kudlula i-10 yezigidi ngo-2020, kunye nemveliso.kulindeleke ukuba idlule kwizigidi ezingama-90 ngo-2032, kunye nezinga lokukhula ngonyaka elihlanganisiweyo (CAGR) le-17%.

Ngokuxhomekeke kwindawo apho i-motor ikwi-architecture ye-powertrain, inokudityaniswa kwiindawo ezine ezahlukeneyo.Ulwahlulo olusekwe kuyilo lwenkqubo yokuqhubela phambili okanye uhlobo lwemoto alwanelanga kuba uhlobo olufanayo lwemoto lunokusebenzisa iinkqubo ezimbini ezahlukeneyo zokuqhutywa kwenkqubo.Kuyilo olunikiweyo lwenkqubo yokuqhubela phambili, ukhetho lwemoto yombane alukhawulelwanga kuhlobo lweemoto kuphela, ezinye izinto ezinje ngokusebenza, ulawulo lobushushu, kunye neendleko zonke ziqwalaselo.Isiphumo seenjini zemoto zamandla amatsha zibandakanya: iimotor ezifakwe kwi-injini, iimotor ezidityanisiweyo zothumelo, ii-e-axle motors, kunye ne-in-wheel motors.

injini-inyuswe injini

Itekhnoloji yemoto efakwe kwi-injini isekelwe ikakhulu kwi-belt starter generator (BSG) ubuchwepheshe.I-Belt Starter Generator (i-BSG) iteknoloji ithatha indawo ye-injini yesiqhelo yokuqalisa injini kunye nejenereyitha (i-alternator) kwaye izalisekisa umsebenzi wabo.Imisebenzi yokutshintshwa kwe-injini equka ukumisa-ukuqalisa, unxweme, itorque yombane kunye nokunyusa amandla nazo ziyaphunyezwa.Kubekho ukwanda kwemfuno yesi sisombululo sobuchwephesha, esibonelela ngendlela eneendleko ezithe kratya zokufezekisa ukonga amafutha abalulekileyo kunye notshintsho oluncinci kuyilo lwe-powertrain xa kuthelekiswa neemoto eziqhelekileyo.Ngo-2020, iimoto ezixhonywe kwi-injini zibalelwa malunga ne-30% yayo yonke intengiso yeemoto, kwaye imarike kulindeleke ukuba ikhule kwi-CAGR ye-13% ukuya ngo-2032.Ababoneleli behlabathi abathathu abaphezulu bebonke babonelela ngaphezulu kwe-75% yemfuno ngo-2020 kwaye kulindeleke ukuba bagcine uninzi lwesabelo semarike kwixesha elizayo.

uthumelo-eqhagamshelwe motor

I-motor transmission-connected, ngakolunye uhlangothi, inciphisa ezinye izithintelo ze-architecture ye-belt starter generator (BSG), ukunika amandla amaninzi, ukuncedisa umbane oqhelekileyo, kunye nokwandisa ukuguquguquka kwenkqubo yamandla.Olu chungechunge lweemoto lufanelekile kakhulu kwiimoto ezigcweleyo zombane okanye iplagi.Ngokuxhomekeke kwi-architecture ye-powertrain, indawo yemoto ingaba phambi okanye emva kokudluliselwa.Iimotor eziqhagamshelwe kuthumelo zithatha i-45% yentengiso yeemoto ngo-2020 kwaye kulindeleke ukuba zikhule kwi-CAGR ye-16.7% ukuya ngo-2032, ngokutsho kwe-IHS Markit Supply Chain & Technology.

Ngokungafaniyo nezinye iintlobo zeenjini, kwimarike yeemoto ezithunyelelwayo, iJapan kunye noMzantsi Korea kuphela zibalelwa malunga ne-50% yemveliso ngo-2020.Kulo mlinganiso, ukuqwalasela ukugxila kwi-hybrid epheleleyo kunye ne-plug-in hybrid izithuthi kula mazwe, le datha ayinzima ukuyiqonda.Ukongeza, ii-OEM ezikhokelayo zisebenzisa iimotor ezidityanisiweyo zothumelo kwimveliso yemoto yombane kunye nababoneleli bazo abaphambili bakwafumaneka eJapan naseMzantsi Korea.

i-e-axle motor

Usapho lwesithathu lweemoto yi-e-axle motor, edibanisa amacandelo ombane afakwe umbane kwiphakheji enye, ukwenza isisombululo esihlangeneyo, esikhaphukhaphu kunye nesisebenzayo esibonelela ngokusebenza okuphezulu kunye nokusebenza okuphezulu.Kwi-e-axle motor configuration, i-motor ibekwe kwi-transaxle.

Ngokoqikelelo lwe-IHS Markit Supply Chain kunye neSebe leTekhnoloji, ngo-2020, ii-e-axle motors ziya kuphendula malunga ne-25% yemalike ye-propulsion motor, kwaye kulindeleke ukuba izinga lokukhula lonyaka lemarike liya kufikelela kwi-20.1% nge. I-2032, eyona nto ikhula ngokukhawuleza kuzo zonke iinjini zokuqhuba.Udidi olukhawulezayo.Eli lithuba lentengiso elibalulekileyo kuzo zonke iindawo zekhonkco lokubonelela ngeemoto, njengabavelisi bentsimbi yombane, abavelisi be-copper winding kunye nabavelisi be-aluminium caster.Kwimakethi ye-e-axle yeemoto, zombini iYurophu kunye ne-Greater China zikhokela ipakethe kwaye kulindeleke ukuba ziphendule ngaphezulu kwe-60% yemveliso yehlabathi ngexesha loqikelelo luka-2020-26.

Injini yevili

Uhlobo lwesine lwemoto yi-hub motor, evumela ukuba i-motor ibekwe embindini wevili, ukunciphisa izinto ezifunekayo ukunciphisa ukuhanjiswa kunye nelahleko yamandla ehambelana neegiya, iibheringi kunye namalungu endalo yonke.

Iinjini ezinamavili zihlelwa njengoyilo lweP5 kwaye zibonakala ziyindlela enomtsalane kwii-powertrains eziqhelekileyo, kodwa zinemiqobo ebalulekileyo.Ukongeza kokunyuka kweendleko okuziswe yinkqubela phambili yobuchwepheshe, ingxaki yokunyusa ubunzima obungaphumiyo besithuthi ibe yingozi ekudumeni kweenjini ezinamavili.Iimoto ezihamba ngamavili ziya kuhlala ziyinxalenye yemarike yezithuthi ezilula emhlabeni, kunye neentengiso zonyaka ezishiyekileyo ngaphantsi kwe-100,000 uninzi lweshumi leminyaka ezayo, utshilo u-IHS Markit.

Ubuchule bokwenza ekhaya okanye bangaphandle

Kwimarike yokubonelela ngeemoto zehlabathi, eyona nto ibalulekileyo kukwenziwa kwendlu kunye nokukhutshwa kweemoto.Le tshati ingezantsi ishwankathela iintsingiselo kwimveliso okanye ekuthengeni iinjini zokuqhubela phambili zii-OEM ezili-10 zehlabathi.Ii-OEM zeGlobal kulindeleke ukuba zikhethe ukuthengiselwa ngaphandle endaweni yemveliso yangaphakathi yeemoto zombane ngo-2022.Eli xesha lihlala libizwa ngokuba "ziimfuno zobuchwepheshe" kwaye uninzi lwee-OEM kwihlabathi liphela ziya kuxhomekeka kakhulu kubaboneleli beemoto, xa kujongwa ukuqonda okuphezulu kweteknoloji esisiseko, kunye neemfuno ezinyiniweyo kodwa eziguqukayo zecandelo le-OEMs.

Ukususela kwi-2022 ukuya kwi-2026, into ebizwa ngokuba "inkxaso yokukhula" isigaba, isabelo seemotor ezenziwe ngaphakathi kwindlu siya kunyuka ngokuthe ngcembe.Malunga neepesenti ezingama-50 zeenjini eziveliswe ngo-2026 ziya kuba zezasekhaya.Ngeli xesha, ii-OEMs ziya kuphuhlisa itekhnoloji ngaphakathi kwindlu ngoncedo lwamaqabane kunye nokudibanisa ababoneleli.I-IHS Markit iqikelela ukuba emva kwe-2026, ii-OEMs ziya kukhokela kwaye isabelo sokwenziwa kweemoto zangaphakathi siya kunyuka kakhulu.

Njengomda wokukhuthaza izithuthi zamandla amatsha esixekweni, ukusetyenziswa kweziseko ezingundoqo zokutshaja eShanghai yi-microcosm yophuhliso lwezithuthi zamandla amatsha.

UWang Zidong ubonise ukuba ukutshintsha ibhetri kunye nokutshaja akuchasananga ngokupheleleyo.Olu lukhetho olutsha oluneenzuzo ezininzi zentlalo.“Xa ubomi bebhetri bonyuswa kwaye nokhuseleko luphuculwe, iimoto zabakhweli kwimowudi yokutshintsha ibhetri ziya kusetyenziswa kakhulu emarikeni.Ngelo xesha, kungekhona kuphela iimoto ze-B, kodwa kunye neemoto ze-C (iimoto zangasese) ziya kubamba ngokuthe ngcembe le nto.imfuneko.”

U-Huang Chunhua ukholelwa ukuba kwixesha elizayo, abasebenzisi bezithuthi zamandla amatsha banexesha lokuhlawula, kodwa akukho xesha lokubuyisela ibhetri.Banokuphucula ibhetri ngokutshintshela isikhululo samandla, ukuze abasebenzisi babe neendlela ezahlukeneyo zokukhetha, kunye neendlela ezifanelekileyo zokusebenzisa zijolise kuphuhliso lwamashishini.Ukongeza, i-Ofisi yoMphathiswa wezoShishino kunye neTekhnoloji yoLwazi kutshanje yazisa ukuba ngo-2022, inkqubo yokulinga isixeko yokufakelwa kombane ngokupheleleyo kwezithuthi kwicandelo likarhulumente iya kusungulwa.Emva koku kufuneka kubekho indibaniselwano yokutshaja kunye nokutshintsha kweebhetri ukukhuthaza ukufakelwa kombane ngokupheleleyo kwezithuthi kwicandelo likarhulumente."Kwiminyaka emibini ukuya kwemithathu ezayo, kumacandelo anje ngezothutho zikawonke-wonke kunye nezothutho, ukuthandwa kokutshintsha kwebhetri kuya kukhawulezisa."

Ixesha lokuposa: Jul-07-2022

“Sijolise” kumathuba oshishino lonikezelo lweemoto ezintsha zamandla kule minyaka ilishumi izayo!