Qhov thib ob, txoj kev loj hlob ntawm kev tsav tsheb hluav taws xob
1. Kev txheeb xyuas ntawm txoj kev lag luam
Cov kev tsav tsheb hauv tsev yuav siv lub tshuab hluav taws xob sib txuas ntev, uas yog tus nqi ntawm cov khoom siv raw, xws li hlau tub ntxhais laminations, tsav shafts thiab lwm yam hlau, tsis tshua muaj lub ntiaj teb zoo li cov khoom magnet xws li neodymium hlau boron, magnesium alloys thiab tooj. Cov khoom siv los ntawm cov hlau nplaum lub cev yog cov NdFeB sib nqus khoom, thiab cov khoom siv hlau NdFeB yog ib qho kev ua los ntawm niobium thiab hlau oxide. Nyob rau hauv 2015, lub ntiaj teb no cov ntaub ntawv ntawm NdFeB cov ntaub ntawv magnet 143,000 tons, thiab cov kev faib ua feem ntawm Tuam Tshoj qhov muag tau 88.8%.
Tau ntev, lub teb chaws txawv teb chaws tshuab muaj feem xyuam rau kev lag luam siab, nrog rau kev ua haujlwm kev lag luam xws li ZF, Continental thiab Bosch. Taiwan lub Tomita Motor Co., Ltd. yog tus neeg muag khoom ntawm Tesla's automotive motors thiab khoom stator thiab rotor silicon hlau los xij rau AC motors rau cov BMW MiniE qauv. Nyob rau hauv 2013, Tomita Motor supplied ib tug tag nrho ntawm 26,000 tsav tsheb rau Tesla. Nyob rau hauv 2015, cov tso tawm tau siab tshaj 50,000 units. Nyob rau hauv 2016, nws tawg los ntawm 80,000 units. Nrog txoj kev tshaj tawm ntawm MODEL3, tus neeg muag khoom ntawm lub tshuab tsav, Tomita Tsav, yuav muaj txiaj ntsig zoo. .
2. Tshawb nrhiav kev lag luam hluav taws xob
Lub tshuab fais fab siv tswj lub zog, lub zog thiab lub kauj tsheb. Ntawm qhov one hand, nws tuaj yeem txhim kho txoj kev tsav tsheb ntawm kev tsav tsheb, xyuas kom meej thiab ua haujlwm ntawm lub tsheb fais fab, thiab nce lub nqi tsheb ntawm kev tsav tsheb. Nyob rau hauv lub tshav pob ntawm cov tshiab lub zog tsheb, lub cev tswj fais fab IGBT siv nyob rau hauv inverter, accounting rau 40-50% ntawm tag nrho cov nqi tswj tag nrho, thiab yog lub electronic tswj core module.
IGBT module yog siv lub zog ua kom muaj siab muaj zog rau hauv kev tsav tsheb tshiab zog. Nws muaj kev txwv ntau heev ntawm ntau yam kev ua tau zoo thiab cov kev xav tau ntawm kev cia siab rau. Nws tus nqi tuaj yeem tso nyiaj rau 10% ntawm cov nqi zog ntawm cov tsheb tshiab. Feem ntau ntawm cov khoom siv hluav taws xob xws li IGBTs hauv mainland khi ntawm imports, 90% tsuas yog khi ntawm imports, thiab qhov kev hloov chaw txauv chaw yog lossis loj. Japanese thiab German tuam txhab uas muag dominate lub ntiaj teb, Japanese, Mitsubishi thiab Fuji thiab lwm cov tuam txhab Japanese muaj zog, thiab German Infineon tseem yog ib lub ntiaj teb ua IGBT tuam txhab uas muag.
3. Kev lag luam txheej xwm
Los ntawm 2014 txog rau 2016, cov xov tooj ntawm lub zog tshiab tsav tsheb muaj peev xwm nyob rau hauv Suav teb tau nce ntawm 72,000 units mus txog 562,000 units. Raws li qhov kawg ntawm lub xyoo 2016, muaj 198 tshiab lub zog tsheb tsav tsheb muag khoom, nce ntawm 52 ntawm 2015, tab sis feem ntau cov neeg koom tes. Cov nplai me me. Tsav lub tshuab hluav taws xob hluav taws xob tau muab faib ua 3 hom: OEMs, cov khoom sib chaws thiab cov kev lag luam hauv tshuab hluav taws xob. Tam sim no, nws muaj peb txoj kev rau lub ntsiab kev tsav hluav taws xob hluav taws xob hluav taws xob cov lag luam kom tsim tawm lub cev hluav taws xob tswj kev tswj hwm: ib qho yog lub hauv paus tswj hluav taws xob tswj ntawm lub tuam txhab tsheb, qhov thib ob yog kev lag luam nrog kev paub txog kev tsav tsheb hauv lwm liaj teb, thiab lub xeem yog lub tuam txhab kev lag luam uas tsim tshwj xeeb rau lub tsheb fais fab.
