Kukwera Kwa Magalimoto Kukulitsa Kufuna Kwa Copper ndi 4.8%

Mu lipoti latsopano, Automotive Copper Demand 2024-2034: Trends, Utilisation, Forecasts, IDTechEx ikuneneratu kuti kufunikira kwa mkuwa wamagalimoto kudzafika pakufunika kwapachaka kwa 5MT (1MT = 203.4 biliyoni kg) pofika 2034. koma chigawo chomwe chidzayang'anire zofuna chidzapitirira kukhalazingwe za waya.

Malo a Copper mugalimoto yamagetsi yokhala ndi masensa apamwamba odziyimira pawokha. Gwero: IDTechEx

Ma megatrends amagalimoto aziyendetsa kufunikira kwa mkuwa pa CAGR ya 4.8% mpaka 2034, koma ma waya azikhalabe apamwamba.

Zingwe zamawayandi dongosolo lapakati lamanjenje lagalimoto, kulumikiza masensa onse, ma actuators, magetsi, ndi zina zambiri ku ubongo wagalimoto. Chigawo chilichonse mu dongosolo chimafuna mawaya angapo kuti azilankhulana ndi mphamvu. Magalimoto amasiku ano ndi ovuta kwambiri, okhala ndi mawaya mazana ambiri, kotero kuti mawaya amawaya awonjezeke mpaka masauzande a mawaya omwe ali ndi utali wa makilomita.

Osewera ena, mongaTesla, akuyesetsa kukhathamiritsa maukonde agalimotoyo pochepetsa kuchepa kwa dongosolo, zingwe zamakilomita, ndi kulemera kwa kilogalamu pagalimoto iliyonse.Izi zitha kuthandizidwa ndi kusintha kwa kamangidwe kadongosolo.

Otsatsa a Gawo 2 monga NXP amawoneratu njira yomanga madera omwe ma waya amasanjidwa ndi malo m'malo mogwira ntchito. Izi zimathandiza kuthetsa kuperewera kwa ma wiring harness, koma IDTechEx yamva kuchokera kwa omwe atenga nawo gawo pamakampani kuti kugwiritsa ntchito mwayi womanga madera kumafunikira malingaliro oyambilira kuposa kungoganizira mozama waya.

Makampani opanga ma waya akhala akuyesera kusintha mawaya ena amkuwa, monga kuwasintha ndi mawaya a aluminiyamu, makina ang'onoang'ono a gauge 48V, komanso mauthenga opanda zingwe, kutchula ochepa, onse kuti achepetse mkuwa pazingwe zama waya.Kuchepetsa uku kwatsitsidwa ndi kuchuluka kwa magalimoto ovuta komanso kukula kwa magalimoto onse pomwe ma SUV akuluakulu amatchuka kwambiri.

Koma n'chifukwa chiyani kufunika kwa mkuwa kukuwonjezeka m'malo mwake? Kuyika magetsi kudzakhala chifukwa chachikulu chakuwonjezeka kwa kufunikira kwa mkuwa wamagalimoto. Mkuwa umagwiritsidwa ntchito ponseponse pagalimoto yamagetsi yamagetsi, kuyambira pazithunzithunzi mu cell iliyonse ya batri kupita kumangopita agalimoto yamagetsi. Zonse,galimoto iliyonse yamagetsi imatha kupanga zoposa 30kg zofunidwa zowonjezera zamkuwa.

Monga momwe zimakhalira ndi ma waya, kufunikira kwa mkuwa pazigawo zamagetsi kudzasinthanso. Makamidwe amtsogolo a lithiamu-ion ndi matekinoloje adzakhudza mphamvu zamkuwa zamabatire, okhala ndi mabatire apamwamba kwambiri omwe amabwereranso kutsika kwamphamvu zamkuwa kwa kg/kWh. M'ma motors, IDTechEx yasintha posachedwa chidwi chake pamakina osatha a maginito opanda maginito chifukwa cha kusinthasintha kwamitengo ya neodymium. Mapiritsi a rotor synchronous motors ndi chitsanzo cha komwe maginito okhazikika amasinthidwa bwino ndi ma electromagnets amkuwa, pafupifupi kuwirikiza mphamvu zamkuwa poyerekeza ndi ma motors okhazikika a maginito.

Advanced driver assist system (ADAS) komanso kuyendetsa modziyimira pawokha kwayamba kuwoneka ndipo zipangitsa kuti anthu azifuna kwambiri mkuwa wamagalimoto. Makinawa amadalira masensa ambiri, kuphatikiza makamera, radar, ndi lidar. Iliyonse mwa izi imawonjezera waya wowonjezera pagalimoto ndipo imagwiritsa ntchito mkuwa mu board yake yamkati. Ngakhale kuti mkuwa pa sensa iliyonse ndi yaying'ono, nthawi zambiri imapitirira pang'ono magalamu zana, kuchuluka kwa mkuwa kumakwana ma kilogalamu angapo pamagalimoto odzipangira okha okhala ndi masensa ambiri.

Mwachitsanzo, magalimoto a Waymo ali ndi masensa onse 40 omwe si zachilendo kwa makampani ena a taxi.IDTechEx imati ngakhale magalimoto opangidwa ndi makinawa adzawerengera kagawo kakang'ono kakugulitsa magalimoto pofika chaka cha 2034, kufalikira kwaukadaulo wa Level 3 Zaka khumi zikubwerazi padzakhala dalaivala wofunikira wogwiritsa ntchito mkuwa wa ADAS ndi mawonekedwe odziyendetsa okha.

Zoneneratu za Copper Surplus Zitha Kusowa.Bloomberg adanena izikuchuluka kwa mkuwa komwe kukuyembekezeka mpaka chaka cha 2024 kwasowa kwambiri ndipo kutha kukankhira msika pachiwopsezo.

M'masabata awiri apitawa, m'modzi mwa migodi yamkuwa yayikulu kwambiri padziko lonse lapansi walamulidwa kuti atseke poyang'anizana ndi ziwonetsero zowopsa za anthu, pomwe zovuta zingapo zogwirira ntchito zakakamiza kampani yayikulu yamigodi kuti ichepetse zomwe zanenedweratu.

Ofufuza ati kuthetsedwa kwadzidzidzi kwa matani pafupifupi 6 miliyoni a zinthu zomwe zikuyembekezeka kusuntha msika kuchoka pachochulukira chomwe chikuyembekezeka kufika pamlingo wabwino, kapenanso kupereŵera. Ndilonso chenjezo lalikulu lamtsogolo: Mkuwa ndi chitsulo choyambira chomwe chimafunikira kuti chuma chapadziko lonse chiwonongeke, kutanthauza kuti makampani amigodi atenga gawo lalikulu pothandizira kusintha kwa mphamvu zobiriwira.

Boma la Panamani lidalamula First Quantum Minerals kuti asiye ntchito zonse pamgodi wake wamkuwa wa $ 1bn mdzikolo. Anglo-American adzachepetsa kupanga kuchokera ku ntchito zake zamkuwa ku South America.