Kwingxelo entsha, i-Automotive Copper Demand 2024-2034: Iindlela, ukuSetyenziswa, iiForecast, i-IDTechEx iqikelela ukuba imfuno yobhedu yeemoto iya kufikelela kwimfuno yonyaka ye-5MT (1MT = 203.4 billion kg) ngo-2034. kodwa icandelo eliya kongamela imfuno liya kuqhubeka ukubaiintambo zocingo.
Indawo yobhedu kwisithuthi sombane esinezinzwa ezizimeleyo. Umthombo: IDTechEx
I-Automotive megatrends iya kuqhuba imfuno yobhedu kwi-CAGR ye-4.8% ukuya ku-2034, kodwa iintambo zocingo ziya kuhlala zilawula.
Iintambo zokubophazisisistim esisembindini se-nervous yesithuthi, esidibanisa zonke izinzwa, ii-activators, izibane, njl.njl. kwingqondo yesithuthi. Icandelo ngalinye kwinkqubo lifuna iingcingo ezininzi zonxibelelwano kunye namandla. Iimoto zanamhlanje zintsonkothile kakhulu, ziqulathe amakhulu eentambo zeentambo, kangangokuba iintambo zokubopha ziye zanda zaya kutsho kumawaka eentambo zocingo eziziikhilomitha ubude.
Abanye abadlali, ezifanaI-Tesla, isebenzela ukukhulisa uthungelwano lwesithuthi ngokunciphisa ukukhutshwa kwenkqubo, iikhilomitha zeentambo, kunye neekhilogram zobunzima kwisithuthi ngasinye.Oku kunokuncediswa lutshintsho lwenkqubo yolwakhiwo.
Ababoneleli beNqanaba lesi-2 abafana ne-NXP babona kwangaphambili indlela yolwakhiwo lwengingqi olusakhulayo apho iinxalenye zeentambo zidityaniswe ngokwendawo kunomsebenzi. Oku kunceda ukuphelisa ukungafuneki kwiintambo zokubopha, kodwa i-IDTechEx ivile kubathathi-nxaxheba kwishishini ukuba ukuthatha inzuzo epheleleyo yolwakhiwo lwezowuni kufuna ngaphezulu kwe-harness-first mindset kune-afterthought to wiring.
Umzi-mveliso wokubopha iintambo ubuzama ukubuyisela ezinye zeengcingo zobhedu, ezinje ngokuzitshintsha ngeengcingo ze-aluminiyam, iisistim ezincinci zegeji ye-48V, kunye nonxibelelwano olungenazingcingo, ukukhankanya ezimbalwa, zonke ezo ukunciphisa ubhedu kwintambo yokubopha.Oku kuncitshiswa kupheliswe kukuntsonkotha okwandileyo kwezithuthi kunye nokukhula kobungakanani bezithuthi zizonke njengoko iiSUV ezinkulu zithandwa ngakumbi.
Kodwa kutheni imfuno yobhedu isanda endaweni yoko? Ukufakelwa kombane kuya kuba sesona sizathu sikhulu sokunyuka kwemfuno yobhedu yeemoto. Ubhedu lusetyenziswa kulo lonke umzila wombane wesithuthi sombane, ukusuka kwiifoyile kwiseli nganye yebhetri ukuya kumajiko enjini yombane. Zizonke,isithuthi ngasinye sombane sinokuvelisa ngaphezu kwe-30kg yemfuno yobhedu eyongezelelweyo.
Njengeentambo zokubopha, imfuno yobhedu kumalungu ombane nayo iya kutshintsha. Iikhemistri ze-lithium-ion zexesha elizayo kunye nobuchwepheshe ziya kuba nefuthe kumandla obhedu eebhetri, kunye neebhetri zamandla aphezulu zibuyisela i-kg / kWh amandla obhedu. Kwiimotor, i-IDTechEx isandula ukulungelelanisa umdla wayo kwiimotor ezisisigxina zemagneti ezingenamagnetic ngenxa yokuguquguquka kwamaxabiso e-neodymium. Iimotor ezijikelezayo ezijikelezayo zingumzekelo apho iimagnethi ezisisigxina zitshintshwa ngokufanelekileyo zizibuthe zombane zobhedu, phantse ziphinda kabini amandla obhedu xa kuthelekiswa neemotor zemagnethi ezisisigxina.
Inkqubo yokuncedisa umqhubi ekwinqanaba eliphezulu (ADAS) iimpawu kunye nokuqhuba ngokuzimeleyo ziya ziba ngumkhwa kwaye ziya kuvelisa imfuno eyongezelelekileyo yobhedu lwemoto. Ezi nkqubo zixhomekeke kwi-suite ye-sensor, kuquka iikhamera, i-radar, kunye ne-lidar. Nganye kwezi zongeza i-wiring eyongezelelweyo kwisithuthi kwaye isebenzisa ubhedu kwibhodi yayo yesiphaluka yangaphakathi. Ngelixa i-copper nganye inzwa incinci, ihlala ingaphezulu kwekhulu leegrem, inani lilonke lobhedu lidityaniswe neekhilogram ezininzi kwiimoto ezizisebenzelayo kakhulu ezinezinzwa ezininzi.
Umzekelo, iimoto ze-Waymo zinetotali ye-40 sensors iyonke into eqhelekileyo kwezinye iinkampani zeeteksi zerobhothi. I-IDTechEx ithi ngelixa ezi zithuthi zisebenza kakhulu zizakuthatha icandelo elincinci lokuthengisa iimoto ngo-2034, ukwamkelwa ngokubanzi kweNqanaba lesi-3 lobuchwephesha. Kwiminyaka elishumi ezayo iya kuba ngumqhubi ophambili wokusetyenziswa kobhedu kwe-ADAS kunye neempawu zokuziqhuba.
I-Copper Surplus Forecast iza kuNyama.I-Bloomberg yaxela okoIntsalela yobhedu eqikelelweyo ngo-2024 iye yanyamalala kakhulu kwaye inokutyhalela kwintsilelo imarike.
Kwezi veki zimbini zidlulileyo, omnye weyona migodi mikhulu yehlabathi iye yayalelwa ukuba ivalwe ngenxa yoqhanqalazo oluqatha loluntu, ngelixa uthotho lwezithintelo zokusebenza zinyanzelise inkampani ehamba phambili yemigodi ukuba icuthe uqikelelo lwemveliso yayo.
Abahlalutyi bathi ukurhoxiswa ngequbuliso malunga ne-6 yezigidi zeetoni zobonelelo olulindelekileyo kuya kuhambisa imarike ukusuka kwintsalela elindelekileyo ukuya kwibhalansi, okanye intsilelo. Ikwasisilumkiso esikhulu kwixesha elizayo: Ubhedu sisiseko sesinyithi esifunekayo ukukhupha ikhabhoni kuqoqosho lwehlabathi, okuthetha ukuba iinkampani zemigodi ziya kudlala indima ephambili ekuququzeleleni utshintsho kumandla ohlaza.
Urhulumente wasePanama wayalela i-First Quantum Minerals ukuba iyeke yonke imisebenzi kwi-1 yebhiliyoni zeerandi zomgodi wobhedu kwilizwe. I-Anglo-American iya kunciphisa imveliso kwimisebenzi yayo yobhedu eMzantsi Melika.
Ixesha lokuposa: Jan-09-2024