Kev lag luam thov rau cov pa hluav taws xob hloov pauv tau muaj kev loj hlob ntawm cov qauv, uas tau tsav los ntawm kev hloov kho lub zog hluav taws xob thoob ntiaj teb, kev loj hlob tawg ntawm AI xam fais fab, thiab kev sib koom ua ke ntawm lub zog tauj dua tshiab rau hauv daim phiaj. Tuam Tshoj cov khoom xa tawm mus txog qhov siab ntawm 64.6 billion yuan hauv 2025.
1. AI Computing Lub Hwj Chim Tsav Tsheb Loj Tshaj Plaws hauv Siab -Xaiv qhov kawg
Lub zog thauj khoom ntawm AI cov ntaub ntawv chaw yog loj hlob exponentially, nrog ib zaug - khib fais fab dhia los ntawm 5-10kW mus rau 50-100kW, muab ntau dua xav tau ntawm lub zog mov stability. Qhov no ncaj qha tsim ib qho kev xav tau ceev rau kev ntseeg siab heev, qis- poob, thiab cov khoom siv hluav taws xob ntse ntse. Piv txwv li, Anke Smart Power tus kheej tsim kev hloov pauv tau raug xa tawm mus rau North America thiab siv rau cov chaw zov me nyuam loj, nrog cov ntawv cog lus tag nrho $ 8.983 lab. Jinpan Technology kuj tseem kho cov khoom siv hluav taws xob hauv xeev (SST) rau AI cov ntaub ntawv chaw, txhawb siab -voltage DC fais fab mov architectures.
2. Kev Laus Ntiaj Teb Lub Hwj Chim Lub Hwj Chim Spur Hloov Wave
Ntau lub tshuab hluav taws xob xa tawm hauv cov teb chaws tsim kho xws li Tebchaws Europe thiab Tebchaws Meskas tau ua haujlwm rau ntau tshaj 40 xyoo, nyob deb tshaj lawv cov qauv tsim. Hauv Tebchaws Meskas, 60% -70% ntawm cov khoom siv sib kis thiab xa tawm tau tshaj nws lub neej kev pabcuam, ua rau 70% nce ntawm qhov ua tsis tiav hauv kaum xyoo dhau los. Wood Mackenzie kwv yees tias North America yuav ntsib 30% lub zog hloov hluav taws xob tsis txaus, uas yuav txuas ntxiv mus rau xyoo 2030. Qhov kev thov hloov nruj no tau raug tso tawm sai sai, tsim ib trillion -duas lag luam uas twb muaj lawm.
3. Daim phiaj kev sib txuas ntawm Cov Hluav Taws Xob Tshiab Qhib Kev Loj Hlob: Daim phiaj kev sib txuas ntawm cov khoom siv hluav taws xob sib txuas xws li cua thiab hnub ci zog yuav tsum tau txhawb nqa cov kauj ruam- nce transformers, thiab kev siv dav dav ntawm lub zog cia tshuab yog ntxiv rau kev txhim kho ntawm kev sib koom ua ke photovoltaic, lub zog cia, thiab them cov xwm txheej. Los ntawm 2025, Tuam Tshoj lub peev xwm ntawm cov khoom siv hluav taws xob tshiab yuav ncav cuag 1.84 billion kilowatts, suav txog ntau dua 50% ntawm tag nrho cov peev txheej tsim, ncaj qha txhawb kev xav tau ntawm transformer. Lub tuam txhab them nyiaj hauv tsev muaj peev xwm nthuav dav kev lag luam ib leeg mus txog 11 billion yuan hauv 2024.
