Girman kasuwar PCB mota na cikin gida, rarrabawa da tsarin gasa
1. A halin yanzu, ta fuskar kasuwar cikin gida, girman kasuwar PCB na kera motoci ya kai yuan biliyan 10, kuma filayen aikace-aikacensa galibi alluna ne guda daya da ninki biyu masu karamin allo na HDI na radar.
2. A halin yanzu, manyan masu samar da motoci na PCB sun haɗa da Continental, Yanfeng, Visteon da sauran shahararrun masana'antun gida da na waje.Kowane kamfani yana da nasa hankali.Misali, Continental ya fi karkata ga zane-zane mai yawa, wanda galibi ana amfani da shi a cikin samfuran da ke da hadadden ƙira kamar radar.
3. Kashi 90% na PCBs na motoci ana fitar da su zuwa masu ba da kayayyaki na Tier1, amma Tesla yana kera kayayyaki da yawa da kansa, maimakon fitar da su ga masu kaya, kai tsaye za ta yi amfani da samfuran daga masana'antun EMS, kamar Taiwan's Quanta.
Aikace-aikacen PCB a cikin sabbin motocin makamashi
Ana amfani da PCB akan jirgin sosai a cikin sabbin motocin makamashi, gami da radar, tuƙi ta atomatik, sarrafa injin wuta, haske, kewayawa, wurin zama na lantarki da sauransu.Baya ga sarrafa jikin motocin gargajiya, babban abin da ke tattare da sabbin motocin makamashi shi ne cewa suna da janareta da tsarin sarrafa baturi.Waɗannan sassan duk suna amfani da ƙira mai girma ta hanyar rami, suna buƙatar babban adadin faranti mai wuya da ɓangaren faranti na HDI.Kuma sabon farantin da aka haɗa a cikin mota shima zai kasance mai yawan aikace-aikacen, wanda shine tushen sau huɗu.Amfanin PCB na motar gargajiya ya kai murabba'in murabba'in mita 0.6, kuma na sabuwar motar makamashi tana da murabba'in murabba'in 2.5.Kudin siyan ya kai yuan 2,000 ko ma sama da haka.
Babban dalilin rashin guntuwar mota
A halin yanzu, akwai galibi dalilai guda biyu don OEMs don shirya kaya sosai.
1. Rashin guntu ba wai kawai a fannin na'urorin lantarki na motoci ba ne, har ma da sauran fannoni kamar sadarwa.Manyan OEMs kuma suna damuwa game da irin wannan yanayin na allon da'ira na PCB, don haka suna tara kaya sosai.Idan muka duba yanzu, tabbas zai kasance a cikin kwata na farko na 2022.
2. Tashin farashin kayan masarufi, hauhawar farashin faranti na tagulla tare da ƙarancin wadatar kayan masarufi, da yawan kuɗin Amurka na haifar da ƙarancin kayan masarufi.An tsawaita dukkan zagayowar daga mako guda zuwa fiye da makonni biyar.
Ta yaya masana'antun hukumar PCB za su yi mu'amala da shi
Tasirin rashin guntu akan kasuwar PCB
A halin yanzu, babbar matsalar da kowace babbar masana'anta ta PCB ke fuskanta ba shine tashin farashin albarkatun kasa ba, amma matsalar yadda ake kama wannan kayan.Saboda ƙarancin albarkatun ƙasa, kowane masana'anta yana buƙatar ɗaukar ƙarfin samarwa ta hanyar sanya oda a gaba, kuma saboda tsayin daka, yawanci suna ba da umarni a gaba watanni uku ko ma kafin haka.
Rata tsakanin PCB mota na gida da na waje
Da kuma yanayin maye gurbin gida
1. Dangane da tsarin da aka tsara na yanzu, shingen fasaha ba su da girma sosai, galibi sarrafa kayan tagulla da fasahar rami-zuwa rami, kuma za a sami wasu gibi a cikin nagartattun kayayyaki.A halin yanzu, gine-ginen cikin gida da zane-zane sun shiga fannoni daban-daban, kamar kayayyakin Taiwan, wadanda ake sa ran za su bunkasa cikin sauri cikin shekaru 5 masu zuwa.
2. Game da kayan aiki, rata zai kasance a bayyane.Kasar Sin na bayan Taiwan, ita kuma Taiwan tana bayan Turai da Amurka.Yawancin bincike da ci gaba na aikace-aikace na ƙarshe suna cikin ƙasashen waje, cikin gida za su yi wasu ayyuka don aiwatarwa, a cikin ɓangaren kayan akwai hanya mai nisa a gaba, har yanzu suna buƙatar ƙoƙarin 10-20 na shekaru.
Menene girman kasuwa na PCB mota a cikin 2021?
Dangane da bayanan baya-bayan nan, an kiyasta cewa za a sami kasuwa biliyan 25 na PCB na kera motoci a cikin 2021. Daga cikin motocin duka a cikin 2020, akwai motocin fasinja sama da miliyan 16, waɗanda akwai kusan sabbin motocin makamashi miliyan 1.Kodayake rabon ba shi da yawa, ci gaban yana da sauri sosai.Ana sa ran cewa abin da ake fitarwa zai iya karuwa da fiye da 100% a wannan shekara.Idan mutane suka bi Tesla a cikin tsarin ƙirar sababbin motocin makamashi a nan gaba da kuma tsara allon kewayawa a cikin hanyar bincike mai zaman kanta da ci gaba ba tare da fitar da kayayyaki ba, za a karya ma'auni na manyan masu samar da kayayyaki da yawa kuma za a kawo ƙarin dama ga masana'antar hukumar gudanarwa. gaba dayanta.
Kamfaninmu zai haɓaka ƙarin abokin ciniki a cikin masana'antar mota, musamman jan ƙarfe core PCB da ake amfani da shi a cikin hasken shugaban mota.
Lokacin aikawa: Afrilu-29-2021