Kev Lag Luam Thoob Ntiaj Teb EV Fais Fab Module Outlook

Tag nrho qhov kev thov rau EV fais fab modules kwv yees li ntawm US5 1,955.4 lab xyoo no (2023) hais txog tus nqi. Raws li daim ntawv tshaj tawm kev tshuaj xyuas kev lag luam EV fais fab module thoob ntiaj teb ntawm FMl, nws kwv yees tias yuav sau CAGR muaj zog ntawm 24% thaum lub sijhawm kwv yees. Tag nrho tus nqi ntawm kev sib koom ua lag luam kwv yees li yuav ncav cuag txog USS 16,805.4 lab dhau xyoo 2033.

Cov tsheb fais fab (EVs) tau dhau los ua ib feem tseem ceeb ntawm kev thauj mus los uas ruaj khov thiab pom tau tias yog ib txoj hauv kev los txhim kho kev ruaj ntseg ntawm lub zog thiab txo cov pa phem ntawm cov pa phem hauv zej zog (GHG). Yog li ntawd, thaum lub sijhawm kwv yees, kev thov rau cov khoom siv fais fab EV yuav nce ntxiv nrog rau kev sib tw thoob ntiaj teb rau kev muag khoom EV ntau ntxiv. Ob peb qho laj thawj tseem ceeb uas ua rau kev lag luam tsheb fais fab EV loj hlob yog qhov muaj peev xwm ntau ntxiv ntawm cov tuam txhab tsim khoom EV nrog rau kev siv zog ntawm tsoomfwv.

Tam sim no, cov tuam txhab tsim hluav taws xob EV tseem ceeb tab tom nqis peev rau kev tsim cov thev naus laus zis tshiab thiab nthuav lawv cov peev xwm tsim khoom. Ntxiv mus, txhawm rau kom tau raws li qhov kev thov loj hlob rau cov khoom siv hluav taws xob hauv cov teb chaws tshiab, lawv tab tom nthuav lawv cov chaw ua lag luam mus rau cov cheeb tsam no Sony Group Corporation thiab Honda Motor Co, Ltd. tau kos npe rau MOU thaum Lub Peb Hlis 2022 qhia txog lawv lub siab xav tsim kev koom tes tshiab los ua haujlwm ua ke ntawm kev tsim khoom thiab muag cov tsheb fais fab zoo.

Hauv txhua lub teb chaws uas muaj kev lag luam loj hlob, muaj kev thawb kom txo cov tsheb ib txwm thiab ua kom sai dua rau kev siv cov tsheb fais fab me me rau cov neeg caij tsheb. Tam sim no, ntau lub tuam txhab tab tom muab cov kev xaiv them hluav taws xob rau lawv cov neeg siv khoom hauv tsev uas qhia txog cov qauv tshiab hauv kev lag luam fais fab EV, thiab cov yam ntxwv zoo li no yuav tsim kom muaj kev lag luam zoo rau cov tuam txhab tsim cov tsheb fais fab EV hauv ob peb hnub tom ntej.

Ua raws li cov kev pom zoo thoob ntiaj teb thiab kev txhawb nqa e-mobility tom qab kev loj hlob ntawm nroog, kev lees txais EVs tab tom nce siab thoob ntiaj teb. Kev thov nce ntxiv rau EV fais fab modules los ntawm kev tsim khoom ntawm EVs yog kwv yees tias yuav tsav lub khw thaum lub sijhawm kwv yees.

Hmoov tsis zoo, kev muag khoom ntawm cov EV fais fab modules feem ntau raug txwv los ntawm cov chaw them rov qab qub thiab tsis zoo hauv ntau lub tebchaws. Ntxiv mus, qhov kev tswj hwm ntawm qee lub tebchaws sab hnub tuaj hauv kev lag luam hluav taws xob tau txwv cov qauv kev lag luam EV fais fab module thiab cov cib fim hauv lwm thaj chaw.

Kev Tshawb Fawb Keeb Kwm Txog Kev Lag Luam Fais Fab Thoob Ntiaj Teb (2018 txog 2022) Vs. Kev Kwv Yees (202: txog 2033)

Raws li cov ntawv tshawb fawb kev lag luam yav dhau los, tus nqi ntawm kev lag luam EV fais fab module hauv xyoo 2018 yog US891.8 lab. Tom qab ntawd, qhov nrov ntawm e-mobility tau nce thoob plaws ntiaj teb thiab nyiam cov lag luam EV Cheebtsam thiab OEMs. Thaum lub sijhawm xyoo 2018 thiab 2022, tag nrho cov muag khoom EV fais fab module tau sau npe CAGR ntawm 15.2%. Thaum kawg ntawm lub sijhawm tshawb fawb hauv xyoo 2022, qhov loj ntawm kev lag luam EV fais fab module thoob ntiaj teb tau kwv yees tias tau mus txog US $ 1,570.6 lab. Raws li ntau tus neeg xaiv rau kev thauj mus los ntsuab dua, qhov kev thov rau EV fais fab modules yuav loj hlob zoo kawg nkaus hauv ob peb hnub tom ntej.

Txawm hais tias kev muag khoom EV poob qis los ntawm kev tsis muaj khoom siv semiconductor cuam tshuam nrog kev sib kis thoob ntiaj teb, kev muag khoom ntawm EVs tau nce siab heev rau xyoo tom ntej. Xyoo 2021, tsuas yog muaj 3.3 lab EV units tau muag hauv Suav teb xwb, piv rau 1.3 lab hauv xyoo 2020 thiab 1.2 lab hauv xyoo 2019.