“Sihlose” emathubeni ebhizinisi ochungechunge lokuhlinzeka ngezimoto ezintsha zamandla eminyakeni eyishumi ezayo!

Amanani kawoyela akhuphukile!Imboni yezimoto emhlabeni wonke ibhekene nezinxushunxushu.Imithethonqubo yokukhipha igesi eqinile, ehambisana nesilinganiso esiphezulu sezidingo zomnotho kaphethiloli emabhizinisini, iye yabhebhethekisa le nselele, okuholela ekwenyukeni kokubili kokufunwa nokuhlinzekwa kwezimoto zikagesi.Ngokwesibikezelo soMnyango Wezokuthengisa Nobuchwepheshe we-IHS Markit, ukukhiqizwa kwemakethe yezimoto zamandla amasha emhlabeni wonke kuzodlula izigidi eziyi-10 ngo-2020, kanye nomphumela.kulindeleke ukuthi idlule ezigidini ezingama-90 ngo-2032, ngenani lokukhula elihlanganisiwe lonyaka (CAGR) lika-17%.

Kuya ngokuthi injini ikuphi ekwakhiweni kwe-powertrain, ingahlanganiswa ibe yizindawo ezine ezihlukene.Ukuhlukaniswa okusekelwe ekwakhiweni kwesistimu ye-propulsion noma uhlobo lwemoto akwanele ngoba uhlobo olulodwa lwemoto lungasebenza izinhlelo ezimbili ezihluke ngokuphelele zesistimu yokuhambisa.Ngomklamo onikeziwe wesistimu yokuhambisa, ukukhetha kwemoto kagesi akukhawulelwe ohlotsheni lwemoto kuphela, ezinye izinto ezinjengokusebenza, ukuphathwa okushisayo, kanye nezindleko zonke ziyacatshangelwa.Amamotho ezimoto zamandla amasha aphumayo afaka: amamotho afakwe yinjini, amamotho axhumene nokudlulisa, ama-e-axle motors, nama-in-wheel motor.

injini efakwe enjini

Ubuchwepheshe bezimoto ezifakwe enjinini buncike kakhulu kubuchwepheshe be-belt starter generator (BSG).Ubuchwepheshe be-Belt Starter Generator (BSG) buthatha indawo yenjini eyisiqalisi esivamile yenjini kanye nejeneretha (alternator) futhi yenze umsebenzi wabo.Imisebenzi yokushintsha injini okuhlanganisa ukumisa isiqalo, i-coasting, i-torque kagesi kanye nokukhushulwa kwamandla nakho kuyasetshenziswa.Kube khona ukwanda kwesidingo salesi sixazululo sezobuchwepheshe, esinikeza indlela engabizi kakhulu yokuzuza ukonga uphethiloli okubalulekile ngoshintsho oluncane ekwakhiweni kwe-powertrain uma kuqhathaniswa nezimoto ezijwayelekile.Ngo-2020, amamotho afakwe yinjini abalelwa cishe ama-30% ayo yonke imakethe ye-propulsion motor, kanti imakethe kulindeleke ukuthi ikhule ku-CAGR ye-13% kuya ku-2032.Abahlinzeki bomhlaba abathathu abaphezulu bebonke bahlinzeka ngesidingo esingaphezu kwama-75% ngo-2020 futhi kulindeleke ukuthi bagcine ingxenye enkulu yemakethe esikhathini esizayo.

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 injini yokudlulisa-exhunyiwe

Ngakolunye uhlangothi, injini exhunywe ukudlulisa, inciphisa eminye imikhawulo yesakhiwo se-belt starter generator (BSG), inikeza amandla engeziwe, ihambisana ne-powertrain evamile, futhi ikhulise ukuguquguquka kwesistimu yamandla.Lolu chungechunge lwamamotho ikakhulukazi lufanele izimoto ezigcwele zikagesi noma ezixhunywe kwi-hybrid.Ngokuya ngokwakhiwa kwe-powertrain, indawo yemoto ingaba ngaphambi noma ngemva kokudlulisela.Amamotho axhumeke ku-Transmission athatha ama-45% emakethe yezimoto ezihamba phambili ngo-2020 futhi kulindeleke ukuthi akhule ku-CAGR ka-16.7% ngo-2032, ngokusho kwe-IHS Markit Supply Chain & Technology.

 

Ngokungafani nezinye izinhlobo zamamotho, emakethe yezimoto ezixhumene nokuhanjiswa, iJapan neSouth Korea kuphela babalelwa ku-50% wokukhiqizwa ngo-2020.Ngalesi silinganiso, uma kucatshangelwa ukugxila ezimotweni ezixubile ezigcwele kanye ne-plug-in hybrid kulawa mazwe, le datha ayinzima ukuyiqonda.Ngaphezu kwalokho, ama-OEM aholayo asebenzisa amamotho axhumeke ekukhiqizeni izimoto ezifakwe ugesi futhi abahlinzeki bawo ababalulekile nabo batholakala eJapan naseNingizimu Korea.

i-e-axle motor

Umndeni wesithathu wezimoto i-e-axle motor, ehlanganisa izingxenye ze-powertrain ezifakwe ugesi ephaketheni elilodwa, yakhe isixazululo esihlangene, esingasindi nesisebenza kahle esihlinzeka ngokusebenza okuphezulu nokusebenza kahle okuphezulu.Ekucushweni kwe-e-axle motor, injini ibekwe ku-transaxle.

 

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Ngokwesibikezelo se-IHS Markit Supply Chain and Technology Department, ngonyaka ka-2020, ama-e-axle motors azothatha cishe ama-25% emakethe yezimoto ezikhuphukayo, futhi kulindeleke ukuthi izinga lokukhula kwaminyaka yonke lale makethe lifinyelele ku-20.1% ngo. 2032, okuyiyona ekhula ngokushesha phakathi kwawo wonke ama-propulsion motors.Isigaba esisheshayo.Leli yithuba lemakethe elibalulekile lazo zonke izindawo zochungechunge lokuhlinzekwa kwezimoto, njengabakhiqizi bensimbi kagesi, abakhiqizi abafaka ama-copper winding kanye nabakhiqizi be-aluminium caster.Emakethe yezimoto ze-e-axle, i-Europe kanye ne-Greater China zihola leli phakethe futhi kulindeleke ukuthi ziphendule ngaphezu kwama-60% okukhiqizwa komhlaba wonke ngesikhathi sokubikezela sika-2020-26.

I-in-wheel motor

Uhlobo lwesine lwenjini iyinjini yehabhu, evumela ukuthi injini ibekwe phakathi nesondo, inciphise izakhi ezidingekayo ukuze kuncishiswe ukuhanjiswa nokulahleka kwamandla okuhambisana namagiya, ama-bearings kanye namajoyinti asendaweni yonke.

 

Ama-in-wheel motors ahlukaniswa njengezakhiwo ze-P5 futhi abonakala engenye ekhangayo kuma-powertrains avamile, kodwa anezinkinga ezinkulu.Ngaphezu kokwenyuka kwezindleko okulethwa inqubekelaphambili yezobuchwepheshe, inkinga yokwenyusa isisindo esinganqamuki semoto ibe nomthelela ekudumeni kwamamotho ahamba ngamasondo.Ama-in-wheel motors azohlala eyingxenye yemakethe yezimoto ezilula emhlabeni wonke, kanti ukuthengiswa konyaka kusasele ngaphansi kuka-100,000 ingxenye enkulu yeshumi leminyaka ezayo, kusho u-IHS Markit.

Amasu Okwenziwa Ekhaya noma Angaphandle

Emakethe yomhlaba wonke yokuthengiswa kwezimoto, inkambiso ebalulekile ukukhiqizwa kwangaphakathi kwendlu kanye nokukhishwa kwezimoto.Ishadi elingezansi lifingqa amathrendi ekukhiqizweni noma ekuthengeni ama-propulsion motors ngama-OEM aphambili ayi-10 emhlabeni jikelele.Ama-Global OEMs kulindeleke ukuthi ancamele ukukhishwa kwemisebenzi esikhundleni sokukhiqizwa kwangaphakathi kwamamotho kagesi ngo-2022.Lesi sikhathi sivame ukubizwa ngokuthi “izidingo zobuchwepheshe” futhi ama-OEM amaningi emhlabeni wonke azothembela kakhulu kubaphakeli bezimoto, uma kubhekwa ukuqonda okuphakeme kwakamuva kobuchwepheshe obuyisisekelo, kanye nezidingo ezilinganiselwe kodwa ezishintshayo zama-OEM.

 

Kusukela ngo-2022 kuya ku-2026, isigaba esibizwa ngokuthi "ukukhula okusekelayo", isabelo samamotho akhiqizwa ngaphakathi endlini sizokhula kancane kancane.Cishe u-50% wamamotho akhiqizwa ngo-2026 azoba ngasekhaya.Ngalesi sikhathi, ama-OEM azothuthukisa ubuchwepheshe basendlini ngosizo lozakwethu nokuhlanganisa abahlinzeki.I-IHS Markit ibikezela ukuthi ngemuva kuka-2026, ama-OEM azohola futhi isabelo sokwenziwa kwezimoto zasendlini sizokhuphuka kakhulu.

 

Njengomqansa wokugqugquzelwa kwezimoto ezintsha ezisebenza ngamandla kuleli dolobha, ukusetshenziswa kwengqalasizinda eshajayo eShanghai kuwumqondo omncane wokuthuthukiswa kwezimoto ezintsha ezisebenza ngamandla.

 

U-Wang Zidong uveze ukuthi ukushintshwa kwebhethri nokushaja akukona okuphambene ngokuphelele.Lena inketho entsha enezinzuzo ezinkulu zomphakathi.“Uma impilo yebhethri inyuswa futhi nokuphepha kuthuthukiswa, izimoto zabagibeli ezisesimweni sokushintshwa kwebhethri zizosetshenziswa kakhulu emakethe.Ngaleso sikhathi, hhayi kuphela izimoto ze-B-end, kodwa futhi izimoto ze-C (izimoto ezizimele) zizobamba kancane kancane lokhu.isidingo.”

 

U-Huang Chunhua ukholelwa ukuthi esikhathini esizayo, abasebenzisi bezimoto ezintsha zamandla banesikhathi sokushaja, kodwa asikho isikhathi sokushintsha ibhethri.Bangaphinde bathuthukise ibhethri ngokushintsha isiteshi samandla, ukuze abasebenzisi babe nezinketho ezihlukahlukene, nezindlela ezisebenziseka kalula zigxile ekuthuthukisweni kwezimboni.Ngaphezu kwalokho, uMnyango Wezimboni Nobuchwepheshe Bolwazi usanda kwazisa ukuthi ngo-2022, kuzokwethulwa uhlelo lokuhlola idolobha lokufakwa kukagesi ngokugcwele kwezimoto emkhakheni womphakathi.Ngemuva kwalokhu kufanele kube nenhlanganisela yokushaja nokushintshanisa amabhethri ukuze kuthuthukiswe ukufakwa kukagesi okuphelele kwezimoto emkhakheni kahulumeni."Eminyakeni emibili kuya kwemithathu ezayo, emikhakheni engaphansi efana nezokuhamba zomphakathi nezokuthutha, ukuthandwa kokushintshwa kwamabhethri kuzokhula ngesivinini."

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Isikhathi sokuthumela: Jul-07-2022