I raro i te hoahoanga tuku iho 400V, ko te aukume tuturungā motukahe ngāwari ki te whakamahana me te tango i te aukume i raro i ngā āhuatanga o te aukume tiketike me te tere tiketike, ka uaua ki te whakapai ake i te mana whānui o te motuka. Mā tēnei ka whai wāhi te hoahoa 800V ki te whakatutuki i te mana motuka kua piki ake i raro i te kaha o te aukume ōrite. I raro i te hoahoa 800V, ko temōtae rua ngā whakaritenga nui e pā ana ki te peera: te ārai i te waikura o te peera me te whakapai ake i te mahi whakamarumaru.
Ngā Auahatanga Ara Hangarau:
Ara tukanga takai motuka: waea papatahi. Ko te motuka waea papatahi e pā ana ki temōtae whakamahi ana i te stator takai parahi papatahi (ina koa he motuka tukutahi aukume tuturu). Ki te whakatauritea ki te motuka waea porowhita, he pai ngā painga o te motuka waea papatahi pēnei i te iti o te rahi, te tere whakakī mokowā teitei, te kiato mana teitei, te mahi NVH pai, me te kawe wera pai ake me te mahi whakamarara wera. Ka taea e ia te whakatutuki pai ake i te whai i te mahi mama, te kiato mana teitei, me ētahi atu whakaritenga mahi i raro i ngā papaaho ngaohiko teitei, I te wa ano, ka taea e ia te whakaiti i te raruraru waikura peera i puta mai i te pakaru o te kiriata hinu me te hanganga o te iahiko o te rakau ina teitei te ngaohiko o te rakau.
1. Te auahatanga hangarau whakamatao mō te motuka: te whakamatao hinu. Mā te whakamatao hinu ka whakatauhia ngā ngoikoretanga o te hangarau whakamatao wai mā te whakaiti i te rōrahi o te motuka me te whakanui ake i te mana. Ko te painga o te whakamatao hinu ko te kore-kawe hiko me te kore-aukume o te hinu, he pai ake te mahi whakamarumaru, ā, ka taea te pa tika ki ngā wāhanga o roto o te motuka. I raro i ngā āhuatanga whakahaere ōrite, ka rite te pāmahana o roto o te whakamatao hinu.ngā motukahe tata ki te 15% te iti iho i ērā o te wai whakamataongā motuka, kia māmā ake ai te tohatoha wera a te motuka.
Mana hiko: Otinga rerekē a SiC, e whakaatu ana i ngā painga mahi
Whakapai ake i te whai huatanga, whakaitihia te whakapaunga hiko, me te whakaiti i te rōrahi. Nā te whanaketanga o te tūāpapa mahi hiko teitei 800V mō ngā pākahiko, kua piki ake ngā whakaritenga mō ngā wāhanga e pā ana ki te taraiwa hiko me te whakahaere hiko.
E ai ki ngā raraunga mai i Fodie Power, ko ngā painga o ngā taputapu silicon carbide e whai ake nei i roto i te whakamahinga o ngā hua whakahaere motuka:
1. Ka taea e ia te whakapai ake i te whai huatanga o ngā kawenga iti i roto i te pūnaha whakahaere hiko, ka whakapiki ake i te whānuitanga o te waka mā te 5-10%;
2. Whakanuia te mātotoru mana o te kaiwhakahaere mai i te 18kw/L ki te 45kw/L, he mea e pai ana mō te whakaitiiti;
3. Whakanuia te whai huatanga o te rohe whai hua mō te 85% mā te 6%, ā, whakapiki ake i te whai huatanga o te rohe kawenga waenga me te iti mā te 10%;
4. Ka whakaitihia te rōrahi o te tauira whakahaere hiko silicon carbide mā te 40%, ka taea ai te whakapai ake i te whakamahinga o te wāhi me te āwhina i te whanaketanga o te ia o te whakaitiiti.
Te tatau i te wāhi whakahaere hiko: Tērā pea ka eke te rahi o te mākete ki te 2.5 piriona yuan,
Te CAGR mō ngā tau e toru 189.9%
Mō te tatau ā-wāhi o te kaiwhakahaere motuka i raro i te tauira waka 800V, e whakaaro ana mātou:
1. He waka pūngao hou kei raro i te tūāpapa ngaohiko-tiketike, he huinga kaiwhakahaere motuka, he huihuinga taraiwa hiko rānei;
2. Uara o tētahi motuka kotahi: I runga i te moni whiwhi/hoko o ngā hua e pā ana i panuitia i roto i te pūrongo ā-tau a Intel mō te tau 2021, ko te uara he 1141.29 yuan/huinga. I te mea ka piki ake te uara o ngā hua i te wā kei te heke mai mā te rongonui me te whakatairanga i ngā taputapu silicon carbide i roto i te mara o ngā hua whakahaere hiko, e whakaaro ana mātou ko te utu mō ia motuka he 1145 yuan/huinga i te tau 2022, ā, ka piki ake i ia tau.
E ai ki ā mātou tataunga, i te tau 2025, ko te mākete ā-rohe me te ao whānui mō ngā kaiwhakahaere hiko i runga i te tūāpapa 800V ka eke ki te 1.154 piriona yuan me te 2.486 piriona yuan. Ko te CAGR mō ngā tau 22-25 ka eke ki te 172.02% me te 189.98%.
Pūnaha hiko waka: tono taputapu SiC, e tautoko ana i te whanaketanga o te 800V
Mō te whakapai ake i te mahi a te hua: Ki te whakatauritea ki ngā ngongo silicon MOS tuku iho, he tino pai ngā āhuatanga o ngā ngongo silicon carbide MOS pēnei i te iti o te ātete kawe hiko, te ātete ngaohiko teitei ake, ngā āhuatanga auau teitei pai, te ātete pāmahana teitei, me te iti rawa o te kaha hononga. Ki te whakatauritea ki ngā hua tuku hiko i roto i te waka (OBC) kua rite ki ngā taputapu Si, ka taea e ia te whakanui ake i te auau whakawhiti, te whakaiti i te rōrahi, te whakaiti i te taumaha, te whakapai ake i te mātotoru hiko, me te whakanui ake i te pai o te mahi. Hei tauira, kua piki ake te auau whakawhiti mā te 4-5 ngā wā; Whakaitihia te rōrahi mā te 2 ngā wā; Whakaitihia te taumaha mā te 2 ngā wā; Kua piki ake te mātotoru hiko mai i te 2.1 ki te 3.3kw/L; Whakapai ake i te pai o te mahi mā te 3%+.
Mā te whakamahinga o ngā taputapu SiC ka āwhina i ngā hua hiko motuka kia tutuki i ngā au hou pēnei i te kiato hiko teitei, te pai o te hurihanga, me te whakaitiiti i te mama, me te urutau pai ake ki ngā hiahia o te utu tere me te whanaketanga o ngā tūāpapa 800V. Mā te whakamahinga o ngā taputapu hiko SiC i roto i te DC/DC ka taea hoki te kawe mai i te ātete ngaohiko teitei, te iti o te mate, me te mama ki ngā taputapu.
Mō te waihanga i te tipu o te mākete: Hei urutau ki te puranga utu tere 400V DC tuku iho, me whakauru ngā waka e mau ana i te tūāpapa ngaohiko 800V ki tētahi atu kaitahuri DC/DC hei whakanui ake i te 400V ki te 800V mō te utu tere DC o ngā pākahiko hiko, ka piki ake ai te hiahia mō ngā taputapu DC/DC. I taua wā anō, kua whakatairangahia hoki e te tūāpapa ngaohiko-tiketike te whakapai ake i ngā rihi kei runga i te papa, me te kawe mai i ngā tāpiritanga hou ki ngā OBC ngaohiko-tiketike.
Te Tātaitanga o te Wāhi Tuku Hiko Waka: Neke atu i te 3 piriona yuan i roto i te wāhi i roto i te 25 tau, ka piki rua te CAGR i roto i te 22-25 tau
Mō te tatau ā-wāhi o te hua tuku hiko waka (kaitahuri DC/DC me te rihi waka OBC) i raro i te tauira waka 800V, e whakaaro ana mātou:
Kei roto i tētahi waka hiko hou he huinga kaitahuri DC/DC me tētahi rihi OBC kei roto i te waka, he huinga rānei o ngā hua hiko kua whakauruhia ki roto i te waka;
Wāhi Mākete mō ngā Hua Hiko Waka=Ngā Hokonga o ngā Waka Hiko Hou × Te uara takitahi o te waka o te hua e rite ana;
Te uara o tētahi waka kotahi: I runga i te moni whiwhi/te rahinga hoko o te hua e rite ana i roto i te pūrongo ā-tau 2021 a Xinrui Technology. I roto i ēnei, ko te kaitahuri DC/DC he 1589.68 yuan/waka; ko te OBC o runga he 2029.32 yuan/waka.
E ai ki ā mātou tataunga, i raro i te tūāpapa 800V i te tau 2025, ko te wāhi mākete ā-rohe me te ao mō ngā kaitahuri DC/DC ka eke ki te 1.588 piriona yuan me te 3.422 piriona yuan, ia, me te CAGR o te 170.94% me te 188.83% mai i te tau 2022 ki te 2025; Ko te wāhi mākete ā-rohe me te ao mō te rihi OBC kei runga i te papa ko te 2.027 piriona yuan me te 4.369 piriona yuan, ia, me te CAGR o te 170.94% me te 188.83% mai i te tau 2022 ki te 2025.
Relay: Te pikinga o te utu rōrahi i raro i te au o te ngaohiko teitei
Ko te tārai hiko DC ngaohiko teitei te wāhanga matua o ngā waka hiko hou, me te whakamahinga kotahi o te 5-8. Ko te tārai hiko DC ngaohiko teitei he takirere haumaru mō ngā waka hiko hou, e uru ana ki te āhua hono i te wā e whakahaerehia ana te waka, ā, ka taea te wehe i te pūnaha rokiroki hiko mai i te pūnaha hiko mēnā ka pakaru te waka. I tēnei wā, me whakauru ngā waka hiko hou ki te 5-8 tārai hiko DC ngaohiko teitei (tae atu ki te 1-2 tārai matua mō te whakawhiti ohorere o te ara iahiko ngaohiko teitei mēnā ka puta he aituā, he rerekētanga rānei o te ara iahiko; 1 te utunga i mua hei tohatoha i te kawenga pānga o te tārai matua; 1-2 ngā utunga tere hei wehe i te ngaohiko teitei mēnā ka puta he rerekētanga ohorere o te ara iahiko; 1-2 ngā tārai utu noa; me te 1 tārai mīhini āwhina pūnaha ngaohiko teitei).
Te tatau i te wāhi whakawhiti: 3 piriona yuan i roto i te wāhi i roto i ngā tau 25, me te CAGR neke atu i te 2 ngā wā i roto i ngā tau 22-25
Hei tatau i te wāhi o te whakawhiti i raro i te tauira waka 800V, e whakaaro ana mātou:
Me whakauru ngā waka hiko hou ngaohiko teitei ki te 5-8 ngā whakawhiti, nō reira ka whiriwhiria e mātou te toharite, me te tono mō te waka kotahi o te 6;
2. I te whakaaro ki te pikinga o te uara o ngā whakawhiti hiko DC mō ia waka nā te whakatairanga i ngā tūāpapa whakawhiti hiko teitei ā muri ake nei, e whakaaro ana mātou he 200 yuan te utu mō ia waeine i te tau 2022, ā, ka piki ake i ia tau;
E ai ki ā mātou tataunga, ko te wāhi mākete mō ngā whakawhiti hiko DC ngaohiko-tiketike i runga i te tūāpapa 800V i te tau 2025 e tata ana ki te 3 piriona yuan, me te CAGR o te 202.6%.
Ngā pūnga kiriata angiangi: te kōwhiringa tuatahi i roto i te mara o te pūngao hou
Kua riro ngā kiriata angiangi hei huarahi pai ki te whakakapi i te hikohiko i roto i te ao o te pūngao hou. Ko te inverter te wāhanga matua o te pūnaha whakahaere hiko o ngā waka pūngao hou. Mena ka nui ake te piki me te heke o te ngaohiko i runga i te busbar i te awhe e whakaaetia ana, ka kino te IGBT. Nō reira, me whakamahi ngā pūnga hei whakangawari me te tātari i te ngaohiko putanga o te whakatikatika, me te mimiti i te iahiko pārūrū nui. I roto i te ao o te inverter, ko ngā pūnga he ātete ngaohiko ngaru kaha, he haumaru teitei, he roa te ora, he ātete pāmahana teitei te tikanga e hiahiatia ana. Ka taea e ngā pūnga kiriata angiangi te whakatutuki pai ake i ngā whakaritenga o runga ake nei, ka waiho hei whiringa pai i roto i te ao o te pūngao hou.
Kei te piki haere te whakamahinga o ngā waka takitahi, ā, ka nui ake te hiahia mō ngā pūngao kiriata angiangi i te tere tipu o te umanga waka hiko hou. Kua piki ake te hiahia mō ngā tūāpapa waka hiko hou ngaohiko teitei, engari ko ngā waka hiko teitei e mau ana i te utu tere ngaohiko teitei me mau i ngā pūngao kiriata angiangi e 2-4. Ka nui ake te hiahia mō ngā hua pūngao kiriata angiangi i ngā waka hiko hou.
Te hiahia mō ngā pūnga hiko angiangi: Ka puta mai he tipu hou nā te utu tere ngaohiko teitei, me te AGR o te 189.2% mō ngā tau 22-25
Mō te tatau ā-wāhi o ngā pūnga hiko kiriata angiangi i raro i te tauira waka 800V, e whakaaro ana mātou:
1. He rerekē te utu o ngā pūnga kiriata angiangi i runga i ngā tauira waka me te mana o te motuka. Ka teitei ake te mana, ka teitei ake te uara, ā, ka teitei ake te utu. Mēnā he 300 yuan te utu toharite;
2. Ko te hiahia mō ngā waka hiko hou me te utu tere pēhanga teitei he 2-4 waeine ia waeine, ā, e whakaaro ana mātou he tono toharite he 3 waeine ia waeine.
E ai ki tā mātou tataunga, ko te wāhi pūnga kiriata i kawea mai e te tauira utu tere 800V i te tau 2025 he 1.937 piriona yuan, me te CAGR=189.2%
Ngā hononga ngaohiko teitei: te whakapainga o te whakamahinga me te mahi
He rite ngā hononga ngaohiko teitei ki ngā oko toto i roto i te tinana tangata, ko tā rātou mahi he tuku tonu i te pūngao mai i te pūnaha pākahiko ki ngā pūnaha rerekē.
Mō te horopeta. I tēnei wā, ko te hanganga katoa o te pūnaha waka kei te hangai tonu ki te 400V. Hei whakatutuki i te hiahia mō te utu tere 800V, me whakamahi te kaitahuri hiko DC/DC mai i te 800V ki te 400V, kia nui ake ai ngā hononga. Nō reira, ka tino pai ake te hononga hiko teitei ASP o ngā waka hiko hou i raro i te hanganga 800V. E whakatau ana mātou ko te uara o te waka kotahi he tata ki te 3000 yuan (ko te uara o ngā waka hiko tuku iho he tata ki te 1000 yuan).
Mō te hangarau. Ko ngā whakaritenga mō ngā hononga i roto i ngā pūnaha ngaohiko-tiketike ko:
1. He nui te ngaohiko me te mahi o nāianei;
2. Whakatinana i ngā mahi tiaki taumata-tiketike i raro i ngā tikanga mahi rerekē;
He pai te mahi ārai hikohiko. Nō reira, kia tutuki ai ngā whakaritenga mahi i raro i te ia o te 800V, he mea nui te whakahou i ngā hononga hiko-tiketike ki te hangarau hou.
Ngā Hū: Te tere o te urunga o ngā hū hou
Ko ngā fiusi ngā "fiusi" o ngā waka hiko hou. He taputapu hiko te fiusi, ina nui ake te iahiko i roto i te pūnaha i te uara kua whakaritea, ka whakahui te wera e puta mai ana i te rewa, ā, ka tutuki te kaupapa o te momotu i te ara iahiko.
Kua piki ake te tere o te urunga o ngā fiusi hou. Ka whakaohohia te fiusi whakaoho e te tohu hiko hei whakahohe i te taputapu whakaoho, ka taea ai e ia te tuku i te kaha kua rongoatia. Mā te kaha miihini, ka tere te whakaputa i te whati, ā, ka oti te tineia o te aukume hapa nui, ka tapahia te aukume, ka tutuki ai te mahi tiaki. Ki te whakatauritea ki ngā fiusi tuku iho, ko ngā āhuatanga o te pūnga whakahihiko he iti te rahi, he iti te kai hiko, he kaha te kawe aukume, he ātete ki ngā ru o te aukume nui, he tere te mahi, me te wā tiaki ka taea te whakahaere, he pai ake mō ngā pūnaha ngaohiko teitei. I raro i te ia o te hoahoa 800V, ka tere te piki ake o te tere urunga mākete o ngā fiusi whakaoho, ā, e matapaetia ana ka eke te uara o te waka kotahi ki te 250 yuan.
Te tatau i te wāhi mō ngā fiusi me ngā hononga ngaohiko-tiketike: CAGR=189.2% mai i te 22 ki te 25 tau
Mō te tātaitanga ā-wāhi o ngā fiusi me ngā hononga hiko-tiketike i raro i te tauira waka 800V, e whakaaro ana mātou:
1. Ko te uara kotahi o te waka mō ngā hononga hiko-tiketike he tata ki te 3000 yuan/waka;
2. Ko te utu mō te kotahi waka o te fiusi he tata ki te 250 yuan/waka;
E ai ki ā mātou tataunga, ko te wāhi mākete mō ngā hononga hiko-tiketike me ngā fiusi i kawea mai e te tauira utu tere 800V i te tau 2025 he 6.458 piriona yuan me te 538 miriona yuan, ia, me te CAGR=189.2%
Wā tuku: Whiringa-ā-rangi 10-2023
