Imbonakalo yeMarike yeModyuli yamandla e-EV yeHlabathi

Imfuno iyonke yeemodyuli zamandla e-EV iqikelelwa ukuba imalunga ne-US5 yezigidi ezili-1,955.4 kulo nyaka (2023) ngokwexabiso. Ngokwengxelo yohlalutyo lwemarike ye-module yamandla e-EV yehlabathi ye-FMl, kuqikelelwa ukuba iza kurekhoda i-CAGR eqinileyo ye-24% ngexesha lexesha eliqikelelweyo. Ixabiso lilonke lesabelo semarike liqikelelwa ukuba lifikelela kwi-USS 16,805.4 yezigidi ngaphaya konyaka ka-2033.

Ii-EV ziye zaba yinxalenye ebalulekileyo yezothutho oluzinzileyo kwaye zibonwa njengendlela yokuphucula ukhuseleko lwamandla kunye nokunciphisa ukukhutshwa kwe-GHG. Ke ngoko ngexesha lokuqikelela, imfuno yeemodyuli zamandla e-EV kulindeleke ukuba inyuke kunye nomkhwa wehlabathi wokunyuka kwentengiso ye-EV. Ezinye izizathu ezimbalwa eziphambili ezikhuthaza ukukhula kwemarike yeemodyuli zamandla e-EV kukwanda kwamandla abavelisi be-EV kunye nemizamo karhulumente enenzuzo.

Okwangoku, iinkampani ezidumileyo zeemodyuli zamandla e-EV zenza utyalo-mali ekudalweni kwetekhnoloji entsha nokwandisa amandla azo okuvelisa. Ngaphezu koko, ukuhlangabezana nesidingo esikhulayo seemodyuli zamandla kumazwe asakhasayo, bandisa ngokukhawuleza iiyunithi zabo zoshishino kwiindawo ezinjalo. I-Sony Group Corporation kunye ne-Honda Motor Co, Ltd. batyikitye i-MOU ngoMatshi 2022 bebonisa umnqweno wabo wokudala ubudlelwane obutsha bokusebenza kunye ekuveliseni nasekuthengiseni ii-EV zeprimiyamu.

Kuzo zonke iindawo zoqoqosho, kukho uphuhliso olukhulayo lokuphelisa izithuthi eziqhelekileyo kunye nokukhawulezisa ukuthunyelwa kwee-EV zabakhweli ezilula. Okwangoku, iinkampani ezininzi zibonelela abathengi bazo ngeendlela zokutshaja izindlu ezibonisa iindlela ezintsha kwimarike yeemodyuli zamandla e-EV, zonke ezi zinto kulindeleke ukuba zidale imakethi efanelekileyo kubavelisi beemodyuli zamandla e-EV kwiintsuku ezizayo.

Emva kwezivumelwano zamazwe ngamazwe kunye nokukhuthaza ukuhambahamba nge-elektroniki emva kokwanda kokukhula kwabantu ezidolophini, ukwamkelwa kwee-EV kuyanda kwihlabathi liphela. Ukwanda kwemfuno yeemodyuli zamandla e-EV ezibangelwa kukwanda kwemveliso yee-EV kulindeleke ukuba kuqhubele phambili imakethi ngexesha lexesha eliqikelelweyo.

Ngelishwa, ukuthengiswa kweemodyuli zamandla e-EV kuthintelwe kakhulu zizitishi zokutshaja ezidala nezingaphantsi komgangatho kumazwe amaninzi. Ngaphezu koko, ukongamela kwamanye amazwe asempuma kumashishini e-elektroniki kuye kwathintela iindlela namathuba oshishino lweemodyuli zamandla e-EV kwamanye amazwe.

Uhlalutyo lweMbali lweMarike yeModyuli yaMandla ye-EV yeHlabathi (ngo-2018 ukuya ku-2022) Xa kuthelekiswa neMbono yoQikelelo (ngo-202 ukuya ku-2033)

Ngokusekelwe kwiingxelo zophando lwemarike zangaphambili, ixabiso elipheleleyo lemarike yemodyuli yamandla e-EV kunyaka ka-2018 yayiyi-US891.8 yezigidi. Kamva ukuthandwa kwe-e-mobility kwanda kwihlabathi liphela kuthanda amashishini e-EV components kunye nee-OEM. Kwiminyaka ephakathi kowama-2018 nowama-2022, ukuthengiswa kwemodyuli yamandla e-EV iyonke kubhalise i-CAGR ye-15.2%. Ekupheleni kwexesha lophando ngo-2022, ubungakanani bemarike yemodyuli yamandla e-EV yehlabathi kwafunyaniswa ukuba bufikelele kwi-US$1,570.6 yezigidi. Njengoko abantu abaninzi bekhetha ukuthuthwa okuluhlaza, imfuno yeemodyuli zamandla e-EV kulindeleke ukuba ikhule ngokumangalisayo kwiintsuku ezizayo.

Nangona ukwehla okukhulu kwintengiso ye-EV okubangelwe kukungabikho kobonelelo lwe-semiconductor olunxulumene nobhubhane, ukuthengiswa kwe-EV kwanda kakhulu kwiminyaka elandelayo. Ngo-2021, iiyunithi ze-EV ezizigidi ezi-3.3 zathengiswa eTshayina kuphela, xa kuthelekiswa ne-1.3 yezigidi ngo-2020 kunye ne-1.2 yezigidi ngo-2019.