Qoj lag luam teeb meem
Peb cia siab tias kev muag khoom ntawm kev lag luam (excluding inverters) kom loj hlob raws qhov nruab nrab txhua xyoo ntawm 18% los ntawm 2030. Los ntawm 2030, tag nrho kev muag khoom ntawm qhov kev lag luam yuav nce mus txog $ 19.5 billion, uas yog ze li ntawm 17 feem pua siab tshaj li theem ntawm $ 1,2 billion .
Nws yuav tsum tau hais tias kev muag khoom ntawm hluav taws xob hluav taws xob yuav nce ntawm 3.6 plhom hauv 2015 txog 49 plhom xyoo 2030. Tib lub sijhawm, cov tsheb kaujvab ntawm cov neeg tsav tsheb yuav tsum poob qis, los ntawm 1.8 mus 1.4, vim yog nce ntawm muag ntshiab fais fab cov tsheb uas muaj cov tshuab hluav taws xob nkaus xwb.
Txawm li cas los xij, peb cia siab tias yuav nce tus nqi zog ntawm lub cav, txij tam sim no $ 350 mus txog $ 380, feem ntau yog los ntawm kev siv cov nqi siab ntawm cov tshuab hluav taws xob high-priced.
Nyob rau hauv cov nqe lus ntawm kev sib koom ua lag luam, Toyota Group yog yav dhau los nyob rau hauv 2016 cov ntaub ntawv (cov pab pawg neeg ua cov tshuab hluav taws xob xws li Denso thiab Aisin Seiki), thiab Honda Group qib thib ob, thaum ob pawg kuj yog Lub teb daim teb yog ib tug thawj coj thoob ntiaj teb. Qhov no yog ua raws li BYD thiab Taiwanese lub cev hluav taws xob tsim Lubita Electric, uas yog Tesla.
Hauv kev txhim kho ntawm kev lag luam mus ntev, qhov kev nce qib ntawm cov neeg sab nraud yuav yog qhov kev dav dav. Yog tias peb saib txoj kev lag luam ntawm Japanese kev lag luam tam sim no, nws tsis yooj yim rau koj pom tias peb lub tuam txhab saum toj kawg nkaus (Toyota, Honda, Nissan) nyob rau hauv txoj hauj lwm ua rau cov khoom siv rau tus kheej, uas tsis yog hais txog cov tsoos noob ntawm Japanese manufacturing tuam txhab, tab sis kuj Cov theem ntawm kev lag luam tsim muaj feem xyuam.
Yog tias peb saib cov keeb kwm kev lag luam hauv lub xov tooj ntawm PC thiab lub xov tooj txawb, peb tuaj yeem yooj yim nrhiav tau hais tias cov kev lag luam hauv ob lub lag luam no yog cov kev lag luam hauv nruab nrab thiab nqes hauv theem pib, seb nws yog HP, Kua, Silicon Graphics hauv kev lag luam hauv PC, Nokia lossis Motorola nyob rau hauv lub lag luam xov tooj ntawm tes. Lawv muaj kev koom ua ke hauv kev lag luam, vim hais tias cov khoom pib hloov khoom dua tshiab sai dua, thiab cov khoom ntaws sab nrauv yuav tsum tau hnov mob ceev ceev kom sib npaug, yog li cov qauv siv nyiaj muaj txiaj ntsig zoo kawg nkaus;
Txawm li cas los xij, nyob hauv nruab nrab thiab lig theem ntawm txoj kev lag luam, vim tias kev nthuav dav ntawm kev lag luam tag nrho, thiab qhov kev hloov ntawm cov khoom hloov thiab hloov tsis tas yuav sai npaum li thawj theem pib, ntawm lwm tus neeg sab nrauv raws li lub hom phiaj ntawm tag nrho kev lag luam yog to taub, uas kuj muab yug rau Foxconn. Lub siab ntawm ib tug ntau ntawm cov khoom lag luam xws li Micron thiab Hynix.
Lub zog tshiab tsheb automotive txoj kev lag luam yog tsis muaj kev zam. Ntawm qhov kev taw qhia tam sim no, Honda tau tshaj tawm tias nws yuav koom tes nrog Hitachi los tsim cav. Tib lub sij hawm, Nissan kuj tau hais nyob rau hauv cov tub ua lag luam txauv sib tham tias nws yuav pib mining motors nyob rau hauv lub neej yav tom ntej.
Nyob rau hauv Lub Kaum Hlis Ntuj 2017, Mitsubishi Electric tshaj tawm tias nws yuav npaj cov cav thiab cov ntxig rau Daimler Benz. Nrog rau cov kev ua tau zoo, cov khoom qis qis dua los ntawm cov neeg sab nrauv tsav tsheb, qhov sib koom ua lag luam ntawm lub tshuab kev lag luam los ntawm cov khoom ntiag tug rau cov tuam txhab thib peb yog cov qauv dav.
Tam sim no, Japanese cov tshuab lag luam tau pib teb cov kev hloov pauv tau los ntawm hluav taws xob. Peb xav kom Denso thiab Aisin Seiki ua ntej kom zoo dua lawv cov qhab nia uas twb muaj lawm thiab cov neeg ua lag luam nyob ntawm tus nqi qis, thiab cov nram qab no hluav taws xob thiab Mingdian yuav ua raws li sai.
Tam sim no, qhov nruab nrab ntawm cov nyiaj tau los ntawm kev tsav tsheb yog kwv yees li 30%, thiab cov khoom tsim tau yog ib qho ntawm cov tseem ceeb hauv kev txiav txim siab txog theem ntawm cov paj nyiaj.
