ABB Robotics 'thib peb Automotive Manufacturing Outlook Survey muaj qee qhov kev nkag siab zoo txog yuav ua li cas cov thawj coj tsim tsheb thiab cov neeg muag khoom tseem ceeb saib lub hom phiaj tsim hluav taws xob (EV). Raws li kev tshawb fawb, muaj kev pom zoo los ntawm kev tsim cov thawj coj ntawm kev loj hlob ntawm EV ntau lawm hauv 2025.
Peb caug-ib feem pua ntawm 434 cov neeg teb cov lus nug tau kwv yees tias cov khoom lag luam EV yuav nce ntau dua 10%. Ib qho ntxiv 44% hais tias kev tsim khoom yuav loj hlob hauv 2025 txog li 10%. Lub caij no, tsuas yog 21% ntawm cov neeg teb tau ntseeg tias EV ntau lawm yuav nyob twj ywm zoo li qub (8%) lossis poob (13%) txog 2025.
"Kev tshawb fawb xyoo no pom tias tag nrho, cov kws tsim khoom siv tsheb tau zoo siab txog EV kev loj hlob ntawm xyoo 2025, tab sis tsis paub meej txog kev ncav cuag 100 feem pua cov tsheb tsim hluav taws xob lub sij hawm vim muaj feem ntau tam sim no dhau ntawm lub Hoobkas ib puag ncig," said Joerg Reger, tus thawj coj ntawm ABB's automotive business Line. "Muaj pov thawj muaj zog tias EV kev tsim muaj peev xwm tam sim no tau txhim kho zoo dua, thiab kev hloov pauv tseem ceeb tau tshwm sim hauv cov ntsiab lus ntawm kev nthuav qhia cov thev naus laus zis tshiab nrog rau cov neeg ua haujlwm nce qib. ABB Robotics tau ua ntau yam kev hloov pauv rau peb tus kheej robotic thiab automation portfolio los txhawb peb cov neeg siv khoom thiab tsav qhov kev hloov pauv mus tom ntej. "
Txawm hais tias qhov kev cia siab ntawm EV kev kwv yees los ntawm cov kws tshaj lij kev tsim khoom, muaj kev poob qis hauv kev ntseeg siab txog lub rooj sib tham EV hnub kawg. Thaum nug seb 100% EV kev tsim khoom puas tuaj yeem ua tiav raws li lub sijhawm kawg hauv cheeb tsam tau teeb tsa thaum xyoo 2030-2040, 31% ntseeg tias qhov no yog lub hom phiaj tsis tuaj yeem piv rau 27% xyoo dhau los thiab tsuas yog 18% hauv 2022. Zuag qhia tag nrho, 65% tsis ntseeg txog kev ua tiav tag nrho EV ntau lawm nyob rau hauv 20402frame-time.
Kev soj ntsuam ntxiv ntawm kev poob qis hauv kev ntseeg siab pom tau tias tam sim no cov teeb meem tseem ceeb tau suav tias yog 'sab nraum lub Hoobkas' nrog rau theem ntawm cov neeg siv khoom xav tau thiab kev ntseeg siab hauv kev them nyiaj rau cov khoom siv. Daim ntawv ntsuam xyuas kuj tau qhia tias cov kws tshaj lij kev tsim khoom tau kwv yees kev loj hlob muaj zog hauv kev sib xyaw fais fab hauv xyoo 2025, nrog 67% ntawm cov neeg tshawb fawb ntseeg tias plug- hauv hybrid electric tsheb (PHEV) ntau lawm yuav loj hlob thiab 20% kwv yees tias kev tsim khoom yuav nce ntau dua 10%. Hybrid Electric Vehicle (HEV) cov nuj nqis tau zoo sib xws nrog 62% ntawm cov kev tshawb fawb xav tias cov khoom lag luam yuav loj hlob hauv 2025.
"Hybrid neeg caij tsheb ntau lawm tseem buoyant nrog lub ntiaj teb no manufacturing zej zog cia siab tias yuav tsim ntau lub tsheb nyob rau hauv 2025. Cov txiaj ntsig no txhawb cov kev tshawb fawb qhov kev tshawb pom tias tag nrho cov pace ntawm EV saws tam sim no tsis nrawm txaus kom ncav cuag qee lub sijhawm tsim cai lij choj rau 100% hluav taws xob yav tom ntej," said Daniel Harrison, tus thawj kws tshuaj ntsuam xyuas rau Automotive Solution.
"Nyob rau hauv ib puag ncig kev tsim khoom, kev tsim khoom ntawm ntau lub zog hluav taws xob hla ntau cov qauv kab tuaj yeem tsim kev nyuaj siab thiab tus nqi ntxiv, uas tau pom zoo hauv peb cov kev tshawb fawb yav dhau los uas tau tsim hauv kev koom tes nrog ABB Robotics."
Automotive ib txwm yog lub hauv paus ntawm kev lag luam robotics. Xyoo 2020, txawm li cas los xij, Lub Koom Haum rau Kev Txhim Kho Automation (A3) pom tias txhua xyoo kev txiav txim ntawm cov neeg hlau tsis yog - cov tsheb thauj mus los tau dhau qhov kev txiav txim ntawm tsheb neeg hlau thawj zaug hauv North America. Kev nrawm nrawm rau xyoo tas los, kev xaj tsheb poob qis 15% hauv 2024 piv rau 2023 hauv North America, raws li A3. A3 tau hais tias nws zoo siab tias kev xaj tsheb yuav rov qab los ntawm qhov kawg ntawm 2025.
"Kuv xav tias muaj chaw loj hlob hauv tsheb," Alex Shikany, tus lwm thawj coj ntawm A3, tsis ntev los no hais.Robot Report. "Dab tsi peb tau pom nyob rau hauv ob xyoos dhau los, nrog rau qhov qis qis ntawm kev txiav txim, muaj ntau yam ntxiv nrog rau cov tuam txhab lag luam piv rau lawv cov tswv yim hais txog kev tsis tau txais qhov kev ua tau zoo uas lawv xav tias lawv yuav tawm ntawm tag nrho lawv cov phiaj xwm hluav taws xob."
Koj qhov kev cia siab li cas rau kev lag luam tsheb thiab EVs yuav cuam tshuam li cas rau kev muag khoom hauv 2025? Qhia rau peb paub hauv cov lus.
Robotics cuam tshuam rau EVs
Thaum nug txog yuav ua li cas cov tuam txhab tsim khoom tau txais txiaj ntsig zoo rau cov neeg hlau, OEMs tshiab, kev pib ua haujlwm, thiab pop- cov tuam txhab tsim khoom yog cov neeg siv khoom loj nrog 63% nqis peev "zoo heev" lossis "zoo heev." Qhov no tau sib tw los ntawm 63% ntawm cov kws tshaj lij thev naus laus zis tau nqis peev "zoo heev" lossis "zoo heev" hauv cov neeg hlau, ua rau tag nrho lwm pawg tsim khoom.
Hauv qhov thib peb yog cov cuab yeej cuab tam OEMs nrog 53% nqis peev "zoo heev" lossis "zoo heev" hauv cov neeg hlau, qhov kev tshawb fawb pom. Kev xa mus rau cov kev tshawb fawb yav dhau los, OEMs tshiab, kev pib ua lag luam, thiab pop-cov tuam txhab lag luam uas tau txais cov neeg hlau thiab automation "zoo heev" lossis "zoo heev" nqis los ntawm 66% hauv 2023 mus rau 63% hauv 2024, qhia tau tias muaj kev poob qis me ntsis hauv kev pom tau txais yuav.
Raws li kev tshawb fawb, autonomous mobile robots (AMRs) tau nthuav tawm qhov kev xav tau siab tshaj plaws, nrog 25% kwv yees qhov nce ntxiv thiab 39% cia siab tias yuav nce me ntsis. Cov neeg hlau sib koom ua ke (cobots) tau nyob hauv qhov chaw thib ob nrog 22% kwv yees tias muaj zog nce ntxiv thiab 35% cia siab tias yuav nce me ntsis, ua raws li cov neeg hlau hais lus thib peb nrog 19% kwv yees qhov nce ntxiv thiab 39% cia siab tias yuav nce me ntsis.
Yog lawm, humanoids kuj tau sau npe. Raws li kev tshawb fawb, humanoids raug suav hais tias nce ntxiv los ntawm 27% ntawm cov neeg teb Esxias, piv rau tsuas yog 5% hauv Tebchaws Europe thiab tsuas yog 2% hauv North America. Ntau lub tuam txhab humanoid tab tom sim nrog cov neeg tsim khoom, suav nrog Apptronik, Boston Dynamics, Figure, thiab UBTech, rau npe ob peb. Tau kawg, Tesla tseem tab tom tsim humanoids.
UBTech lub lim tiam no tau tshaj tawm cov vis dis aus qhia txog ib pab pawg ntawm tib neeg ua haujlwm ntau yam thiab ua haujlwm ua ke hauv Zeekr ntse Hoobkas hauv Suav teb. Koj tuaj yeem saib cov yees duab hauv qab no.
Raws li kev tshawb fawb, 54% ntawm cov neeg teb pom tias qhov kev cia siab ntawm cov nqi pib siab yog qhov teeb meem loj tshaj plaws rau kev siv lub Hoobkas ntse.