Hauv tsab ntawv tshaj tawm tshiab, Automotive Copper Demand 2024-2034: Trends, Utilisation, Forecasts, IDTechEx forecasts that automotive tooj liab xav tau yuav ncav cuag qhov kev thov txhua xyoo ntawm 5MT (1MT = 203.4 billion kg) los ntawm 2034. Autonomous driving and today'electrification, drives. tab sis qhov tivthaiv uas yuav dominate qhov kev thov yuav mus ntxivcov kab mob.
tooj liab qhov chaw nyob rau hauv ib lub tsheb fais nrog sophisticated autonomous sensors. Source: IDTechEx
Automotive megatrends yuav tsav qhov kev thov tooj liab ntawm CAGR ntawm 4.8% txog 2034, tab sis cov hlua hlau yuav tseem muaj zog.
Cov kab hluav taws xobyog lub hauv paus paj hlwb ntawm lub tsheb, txuas tag nrho cov sensors, actuators, teeb, thiab lwm yam rau lub tsheb lub hlwb. Txhua yam khoom hauv lub cev xav tau ntau cov xov hlau rau kev sib txuas lus thiab lub zog. Cov tsheb niaj hnub no yog qhov nyuaj heev, muaj ntau pua cov khoom siv sib txuas, uas cov hlua khi tau nthuav dav mus rau ntau txhiab tus neeg nyob ntawm qhov ntev ntawm qhov ntev.
Qee cov players, xws liTesla, tab tom ua haujlwm txhawm rau txhim kho lub tsheb lub network los ntawm kev txo qis kev rov ua dua, mais ntawm cov kab hluav taws xob, thiab hnyav hnyav ib lub tsheb.Qhov no tuaj yeem pab tau los ntawm kev hloov pauv ntawm qhov system architecture.
Tier 2 cov neeg muab khoom lag luam xws li NXP pom pom qhov tshwm sim hauv cheeb tsam architecture mus kom ze qhov twg cov khoom siv xaim tau muab faib ua pawg los ntawm qhov chaw tsis yog ua haujlwm. Qhov no yuav pab tshem tawm qhov rov ua dua ntawm cov hlua khi, tab sis IDTechEx tau hnov los ntawm cov neeg koom nrog kev lag luam uas tau txais txiaj ntsig zoo ntawm cheeb tsam architecture xav tau ntau dua ntawm kev xav-thawj lub siab dua li qhov kev xav tom qab rau kev xaim.
Kev lag luam xaim hlua hluav taws xob tau sim hloov qee qhov ntawm cov xov tooj tooj liab, xws li hloov lawv nrog cov xov hlau txhuas, cov ntsuas me me 48V, thiab txawm tias kev sib txuas lus wireless, rau npe rau ob peb, tag nrho kom txo cov tooj liab hauv cov hlua hluav taws xob.Cov kev txo qis no tau raug cuam tshuam los ntawm qhov nyuaj ntawm lub tsheb thiab kev loj hlob ntawm tag nrho cov tsheb loj vim tias SUVs loj dua tau nrov dua.
Tab sis vim li cas tooj liab thov nce ntxiv? Kev siv hluav taws xob yuav yog qhov laj thawj loj tshaj plaws rau kev nce hauv tsheb tooj liab xav tau. Copper yog siv thoob plaws hauv lub tsheb fais fab fais fab, los ntawm cov foils hauv txhua lub xov tooj ntawm lub roj teeb mus rau lub windings ntawm lub tshuab hluav taws xob. Nyob rau hauv tag nrho,Txhua lub tsheb hluav taws xob tuaj yeem tsim ntau dua 30kg ntawm qhov xav tau tooj liab ntxiv.
Raws li nrog cov hlua hlau, tooj liab xav tau hauv cov khoom siv hluav taws xob kuj yuav hloov. Yav tom ntej lithium-ion chemistry thiab thev naus laus zis yuav muaj kev cuam tshuam rau lub zog tooj liab ntawm cov roj teeb, nrog cov roj teeb lub zog ntau dua feem ntau rov qab qis dua kg / kWh tooj liab. Hauv cov motors, IDTechEx tsis ntev los no tau hloov kho nws qhov kev txaus siab rau cov hlau nplaum ruaj khov uas tsis yog hlau nplaum vim qhov hloov pauv ntawm cov nqi neodymium. Winding rotor synchronous motors yog ib qho piv txwv ntawm qhov chaw uas cov hlau nplaum tas mus li tau hloov tau zoo los ntawm cov hlau nplaum electromagnets, yuav luag ob npaug ntawm lub zog tooj liab piv rau cov qauv hlau nplaum ruaj khov.
Advanced tsav tsheb pab system (ADAS) nta thiab autonomous tsav tsheb tau dhau los ua tus qauv thiab yuav tsim ntau qhov kev thov rau tsheb tooj liab. Cov tshuab no tso siab rau cov suite ntawm sensors, nrog rau cov koob yees duab, radar, thiab lidar. Txhua qhov no ntxiv cov hlua txuas ntxiv rau lub tsheb thiab siv tooj liab hauv nws lub rooj tsav xwm sab hauv. Thaum lub tooj liab rau ib lub sensor yog me me, feem ntau me ntsis ntau tshaj li ib puas grams, tag nrho cov tooj liab tag nrho ob peb kilograms rau cov tsheb uas siv tau zoo nrog ntau lub sensors.
Piv txwv li, Waymo tsheb muaj tag nrho ntawm 40 sensors tag nrho uas tsis tshua muaj tshwm sim rau lwm lub tuam txhab tsheb tavxij neeg hlau.IDTechEx hais tias thaum cov tsheb uas siv tau zoo heev no yuav suav rau ib feem me me ntawm kev muag tsheb los ntawm 2034, kev saws dav dav ntawm Theem 3 thev naus laus zis dhau los. kaum xyoo tom ntej no yuav yog tus tsav tsheb tseem ceeb ntawm kev siv tooj liab ntawm ADAS thiab kev tsav tsheb tus kheej.
Copper Surplus Forecast kom ploj mus.Bloomberg tau tshaj tawm tiastooj liab nyiaj seem kwv yees los ntawm 2024 tau ploj mus ntau thiab tseem tuaj yeem thawb kev lag luam mus rau qhov tsis txaus.
Hauv ob lub lis piam dhau los, ib qho ntawm lub ntiaj teb loj tshaj plaws tooj liab mines tau raug yuam kom kaw nyob rau hauv lub ntsej muag ntawm kev tawm tsam hnyav rau pej xeem, thaum muaj kev ua haujlwm poob qis tau yuam lub tuam txhab mining ua lag luam los txiav nws cov kev kwv yees ntau lawm.
Cov kws tshuaj ntsuam tau hais tias qhov kev tshem tawm tam sim ntawd txog li 6 lab tonnes ntawm cov khoom xav tau yuav txav mus rau kev lag luam los ntawm qhov kev xav tau loj tshaj mus rau qhov sib npaug, lossis txawm tias qhov nyiaj tsis txaus. Nws tseem yog ib qho kev ceeb toom loj rau yav tom ntej: tooj liab yog lub hauv paus hlau uas xav tau los decarbonize lub ntiaj teb kev lag luam, txhais tau tias cov tuam txhab mining yuav ua lub luag haujlwm tseem ceeb hauv kev txhawb kev hloov mus rau lub zog ntsuab.
Tsoomfwv Panamanian tau hais kom Thawj Quantum Minerals tso tseg txhua txoj haujlwm ntawm nws qhov $ 1bn tooj liab hauv lub tebchaws. Anglo-American yuav txiav kev tsim khoom los ntawm nws cov haujlwm tooj liab hauv South America.
Post lub sij hawm: Jan-09-2024