"Ke manaʻo nei" i nā manawa ʻoihana kaulahao hoʻolako o nā kaʻa kaʻa ikehu hou i nā makahiki he ʻumi e hiki mai ana!

Piʻi ke kumukūʻai aila!Ke ulu nei ka ʻoihana kaʻa honua i nā haunaele.ʻO nā kānāwai hoʻokuʻu ʻoi aku ka paʻakikī, i hui pū ʻia me nā koi ʻoi aku ka nui o ka ʻoihana wahie no nā ʻoihana, ua hoʻonui i kēia pilikia, e alakaʻi ana i ka piʻi ʻana o ka noi a me ka lako o nā kaʻa uila.Wahi a ka wānana o ka Supply Chain and Technology Department o IHS Markit, ʻoi aku ka nui o ka mākeke kaʻa kaʻa kaʻa honua hou ma mua o 10 miliona i 2020, a me ka hopena.manaʻo ʻia e ʻoi aku ma mua o 90 miliona ma 2032, me kahi helu ulu ulu makahiki (CAGR) o 17%.

Ma muli o kahi o ka kaʻa i loko o ka hoʻolālā powertrain, hiki ke hui pū ʻia i ʻehā mau ʻāpana ʻokoʻa.ʻAʻole lawa ka helu ʻana ma muli o ka hoʻolālā ʻōnaehana propulsion a i ʻole ke ʻano kaʻa no ka mea hiki i ke ʻano kaʻa like ke lawelawe i ʻelua mau noi ʻōnaehana propulsion.No ka hoʻolālā ʻōnaehana propulsion i hāʻawi ʻia, ʻaʻole i kaupalena ʻia ke koho ʻana o ke kaʻa uila i ke ʻano kaʻa wale nō, ʻo nā mea ʻē aʻe e like me ka hana, ka hoʻokele wela, a me ke kumukūʻai ke noʻonoʻo ʻia.ʻO nā kaʻa kaʻa ikehu hou e loaʻa ana: nā ʻenekini i kau ʻia, nā kaʻa hoʻokuʻi ʻia, nā kaʻa e-axle, a me nā kaʻa huila.

ʻenekini-kau ʻia ka motika

Hoʻokumu nui ʻia ka ʻenehana kaʻa kaʻa i hoʻopaʻa ʻia ma ka belt starter generator (BSG).Hoʻololi ka ʻenehana Belt Starter Generator (BSG) i ka mīkini hoʻomaka kuʻuna a me ka mīkini hana (alternator) a hoʻokō i kā lākou hana.Hoʻokō pū ʻia nā hana hoʻololi e pili ana i ka hoʻomaka ʻana, ke kahakai, ka uila uila a me ka hoʻonui ʻana i ka mana.Ua piʻi ka piʻi ʻana o ka noi no kēia ʻenehana ʻenehana, e hāʻawi ana i kahi ala ʻoi aku ka maikaʻi o ke kumu kūʻai no ka loaʻa ʻana o ka mālama wahie nui me ka liʻiliʻi o ka hoʻololi ʻana i ka hoʻolālā powertrain i hoʻohālikelike ʻia me nā kaʻa maʻamau.I ka makahiki 2020, ua helu ʻia nā kaʻa kaʻa kaʻa ma kahi o 30% o ka mākeke kaʻa propulsion holoʻokoʻa, a manaʻo ʻia ka mākeke e ulu ma kahi CAGR o 13% ma 2032.Hāʻawi pū nā mea hoʻolako honua ʻekolu ma mua o 75% o ka noi ma 2020 a manaʻo ʻia e mālama i ka hapa nui o ka mākeke i ka wā e hiki mai ana.

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 mīkini hoʻopili hoʻoili

ʻO ka mīkini hoʻoili hoʻoili, ma ka ʻaoʻao ʻē aʻe, e hoʻēmi i kekahi o nā palena o ke kāʻei hoʻomaka o ke kāʻei (BSG), hāʻawi i ka mana hou aʻe, e hoʻokō ana i ka powertrain maʻamau, a me ka hoʻonui ʻana i ka maʻalahi o ka ʻōnaehana mana.ʻO kēia ʻano o nā kaʻa kaʻa kūpono loa no nā kaʻa uila piha a plug-in hybrid.Ma muli o ka hoʻolālā powertrain, hiki ke kūlana kaʻa ma mua a ma hope paha o ka lawe ʻana.ʻO nā kaʻa e pili ana i ka hoʻouna ʻana he 45% o ka mākeke kaʻa propulsion e 2020 a manaʻo ʻia e ulu ma kahi CAGR o 16.7% a hiki i 2032, e like me ka IHS Markit Supply Chain & Technology.

 

ʻAʻole like me nā ʻano kaʻa ʻē aʻe, i ka mākeke kaʻa hoʻoili pili ʻia, ʻo Iapana a me South Korea wale nō i helu ma kahi o 50% o ka hana ma 2020.Ma kēia māhele, e noʻonoʻo ana i ka nānā ʻana i nā kaʻa hybrid piha a plug-in hybrid i kēia mau ʻāina, ʻaʻole paʻakikī kēia ʻikepili.Eia kekahi, ke alakaʻi nei i nā OEM e hoʻohana ana i nā kaʻa i hoʻopili ʻia i ka hoʻoili ʻana i nā kaʻa electrified a ʻo kā lākou mea hoʻolako koʻikoʻi aia nō hoʻi ma Iapana a me South Korea.

e-axle motor

ʻO ke kolu o ka ʻohana kaʻa ʻo ia ka e-axle motor, ka mea e hui pū ai i nā ʻāpana powertrain electrified i loko o kahi pūʻulu hoʻokahi, e hana ana i kahi hopena paʻa, māmā a maikaʻi hoʻi e hāʻawi i ka hana ʻoi aku ka maikaʻi a me ka ʻoi aku ka maikaʻi.I ka hoʻonohonoho ʻana i ka e-axle motor, kau ʻia ka motika ma ka transaxle.

 

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Wahi a ka wanana o IHS Markit Supply Chain a me Technology Department, ma 2020, e helu ʻia nā kaʻa e-axle ma kahi o 25% o ka mākeke kaʻa propulsion, a ke manaʻo ʻia nei e piʻi ka nui o ka ulu makahiki o kēia mākeke i 20.1% e. 2032, ʻo ia ka wikiwiki o ka ulu ʻana ma waena o nā kaʻa holo propulsion.Māhele wikiwiki loa.He manawa kūʻai koʻikoʻi kēia no nā wahi āpau o ke kaulahao lako kaʻa, e like me nā mea hana kila uila, nā mea hana wili keleawe a me nā mea hana alumini.Ma ka mākeke kaʻa e-axle, alakaʻi ʻo ʻEulopa a me Greater China i ka pā a manaʻo ʻia e helu no ka 60% o ka hana honua i ka wā wānana 2020-26.

kaʻa huila

ʻO ke ʻano ʻehā o ka motika ʻo ia ka hub motor, kahi e hiki ai ke hoʻokomo ʻia ke kaʻa i waenakonu o ka huila, e hōʻemi ana i nā ʻāpana e pono ai e hōʻemi i ka hoʻouna ʻana a me ka nalowale o ka ikehu e pili ana i nā mīkini, nā bearings a me nā hui honua.

 

Hoʻokaʻawale ʻia nā kaʻa kaʻa huila e like me ka P5 architectures a ʻike ʻia he ʻano maikaʻi loa ia i nā powertrains maʻamau, akā loaʻa iā lākou nā drawbacks nui.Ma waho aʻe o ka piʻi ʻana o ke kumukūʻai i lawe ʻia e ka holomua ʻenehana, ʻo ka pilikia o ka hoʻonui ʻana i ke kaumaha unsprung o ke kaʻa i hōʻino ʻia i ka kaulana o nā kaʻa huila.E noho mau nā kaʻa kaʻa i loko o ka mākeke kaʻa kaʻa māmā, me nā kūʻai makahiki ma lalo o 100,000 no ka hapa nui o nā makahiki he ʻumi e hiki mai ana, wahi a IHS Markit.

Hoʻolālā Homemade a i ʻole Outsourced

I ka mākeke kaʻa kaʻa kaʻa honua, kahi ʻano koʻikoʻi ka hana ʻana i loko o ka hale a me ka outsourcing o nā kaʻa.Hōʻuluʻulu ka pakuhi ma lalo i nā ʻano i ka hana ʻana a i ʻole ke kūʻai ʻana i nā kaʻa propulsion e nā OEM kiʻekiʻe 10 honua.Manaʻo ʻia nā OEM honua e makemake i ka outsourcing ma mua o ka hana ʻana i loko o ka hale o nā kaʻa uila e 2022.Ua kapa pinepine ʻia kēia manawa he "pono ​​ʻenehana" a ʻo ka hapa nui o nā OEM ma ka honua holoʻokoʻa e hilinaʻi nui i nā mea hoʻolako kaʻa, hāʻawi ʻia i ka ʻike maikaʻi o ka ʻenehana i lalo, a me nā mea liʻiliʻi akā hoʻololi i nā pono o nā OEM.

 

Mai ka 2022 a hiki i 2026, ka mea i kapa ʻia "ulu kākoʻo", e piʻi mālie ka māhele o nā kaʻa i hana ʻia i loko o ka hale.Ma kahi o 50% o nā kaʻa i hana ʻia ma 2026 e lilo i home.I loko o kēia manawa, e hoʻomohala nā OEM i ka ʻenehana i loko o ka hale me ke kōkua o nā hoa a me nā hui hoʻolako.Ua wānana ʻo IHS Markit ma hope o 2026, e alakaʻi nā OEM a e hoʻonui nui ʻia ka māhele o ka hana kaʻa hale.

 

Ma ke ʻano he mua o ka hoʻolaha ʻana i nā kaʻa ikehu hou i ke kūlanakauhale, ʻo ka noi ʻana o ka hoʻopiʻi ʻana i nā ʻoihana ma Shanghai he microcosm o ka hoʻomohala ʻana i nā kaʻa ikehu hou.

 

Ua kuhikuhi ʻo Wang Zidong ʻaʻole kūʻē loa ka hoʻololi ʻana i ka pākaukau a me ka hoʻouka ʻana.He koho hou kēia me nā pono pilikanaka nui."Ke hoʻonui ʻia ke ola o ka pā uila a hoʻomaikaʻi ʻia ka palekana, e hoʻohana nui ʻia nā kaʻa kaʻa ma ke ʻano swap pākaukau i ka mākeke.I kēlā manawa, ʻaʻole wale nā ​​kaʻa B-end, akā ʻo nā kaʻa C-end (nā kaʻa pilikino) e hopu mālie i kēia.pono."

 

Manaʻo ʻo Huang Chunhua i ka wā e hiki mai ana, loaʻa i nā mea hoʻohana kaʻa ikehu hou ka manawa e hoʻopaʻa ai, akā ʻaʻohe manawa e pani ai i ka pākaukau.Hiki iā lākou ke hoʻomaikaʻi hou i ka pākaukau ma ka hoʻololi ʻana i ka mana mana, i loaʻa i nā mea hoʻohana nā ʻano koho like ʻole, a ʻoi aku ka maʻalahi o ka hoʻohana ʻana i ka manaʻo o ka hoʻomohala ʻoihana.Eia kekahi, ua haʻi aku ka Ministry of Industry and Information Technology i ka makahiki 2022, e hoʻokuʻu ʻia kahi papahana hoʻokele kūlanakauhale no ka electrification piha o nā kaʻa i ka lehulehu.Ma hope o kēia ka hui pū ʻana o ka hoʻouka ʻana a me ka hoʻololi ʻana i ka pākaukau e hāpai i ka electrification piha o nā kaʻa i ka ʻoihana aupuni."I loko o ʻelua a ʻekolu mau makahiki e hiki mai ana, ma nā ʻāpana ʻāpana e like me ka halihali lehulehu a me ka lawe ʻana, e wikiwiki ka kaulana o ka hoʻololi ʻana i ka pākaukau."

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Ka manawa hoʻouna: Jul-07-2022