Ibyerekezo by'Isoko ry'Ibikoresho by'Ingufu ku Isi: Raporo y'Isesengura ry'Inganda 2024-2025

Icyerekezo cy'Isoko ry'Ibikoresho by'Ingufu ku Isi: Raporo y'Isesengura ry'Inganda 2024-2025

1. Ingano y'isoko mpuzamahanga n'uburyo ibikenewe bihagaze mu gutandukanya

2. Insanganyamatsiko z'Udushya mu Ikoranabuhanga: Bateri za Lithium-ion, Ubumenyi, no Kuvugurura Ibikoresho

3. Imiterere y'Isoko ry'Akarere: Ibiranga Amerika ya Ruguru, Uburayi, n'Amasoko Akiri Gukura

4. Iterambere ry'Uburyo bwo Guhangana: Kwibanda ku Bakinnyi Bakomeye n'Ingamba Nshya zo Guteza Imbere Isi

5. Iyubahirizwa ry'amategeko n'iterambere rirambye: Impinduka mu nganda zishingiye kuri politiki

I. Ingano y'isoko mpuzamahanga n'imiterere y'ibikenewe

Mu 2024, isoko ry’ibikoresho by’amashanyarazi ku isi ryarenze ku mugaragaro miliyari 50 z’amadolari, rigaragaza imiterere ibiri y’ “iterambere rihamye ry’ibicuruzwa byo mu rwego rw’inganda n’iterambere ryihuse ry’ibicuruzwa byo mu rwego rw’abaguzi.” Amerika ya Ruguru, ifite miliyari 15.76 z’amadolari, yari ifite 41% by’isoko mpuzamahanga, ikaba ari akarere kanini k’abaguzi. Ibi byatewe ahanini n’ubwiyongere bw’ibikenewe by’ibikoresho by’ubwubatsi byatewe no kugaruza imitungo itimukanwa, aho ibikoresho by’ubwubatsi n’ibijyanye n’imihanda byari 40% by’isoko. Mu buryo bukoreshwa, urwego rw’inganda rukomeje kuba isoko ry’ingenzi ry’ibikenewe (bingana na 37%). Porogaramu zo ku rwego rwo hejuru nko gukora imodoka nshya zikoresha ingufu n’indege zigenda mu kirere zizamura igiciro mpuzandengo cy’ibicuruzwa byo mu rwego rw’umwuga ku kigero cya 12%-15%, urugero, amakosa y’ibikoresho byo gusya umubiri w’imodoka agomba kugenzurwa muri ± 0.1mm.

Isoko ry'abaguzi ariko rigaragaza ko iterambere ryiyongera cyane. Gukwirakwira kw'umuco wo gukora ibintu bya elegitoroniki no guhuza amazu agezweho biri gutuma habaho gukenerwa gushya. Mu 2024, igipimo cy'iterambere ry'ibikoresho by'amashanyarazi byo mu ngo cyageze kuri 8%, kirenze cyane igipimo cy'iterambere rya 5%-6% ry'isoko ry'umwuga. Ibicuruzwa bidafite insinga Byabaye isoko rikuru. Mu 2024, isoko mpuzamahanga ry’ibikoresho by’amashanyarazi bitagira insinga ryageze kuri miliyari 28.63 z’amadolari y’Amerika, aho igipimo cyo kwinjira cyarenze 59%. Muri byo, ibikoresho byo mu busitani nk’imashini zitunganya ubwatsi n’imashini zisukura pisine byabaye ahantu hashyushye ho kuvugurura ikoreshwa ryabyo, aho umubare w’ibikoresho byinjira mu ngo z’i Burayi n’Amerika wiyongeraho 23% buri mwaka.

II. Insanganyamatsiko z'ingenzi mu guhanga udushya mu ikoranabuhanga: Bateri za Lithium-ion, ubuhanga, no kuvugurura ibikoresho

1. Kwinjira cyane kwa bateri za Lithium-ion

Iterambere ryimbitse ry’ikoranabuhanga rya bateri ya lithium riri kwihutisha impinduka zidafite insinga mu nganda. Mu 2024, igipimo cy’ingufu cya bateri ya lithium-ion ku isi cyageze kuri 90.21%, aho ubucucike bw’ingufu burenga 300Wh/kg, byongera ingano y’ibicuruzwa ku kigero cya 40%. Ikoranabuhanga ryo gushyushya vuba mu minota 15 riri kugenda rikwirakwira buhoro buhoro, rigabanya cyane igihe cyo gukora. Ku isoko ry’umwuga, ibyuma bikoresha amashanyarazi ya 48V no hejuru yayo byabaye imiterere isanzwe. Hamwe n’ibikoresho by’ingufu bya silicon carbide (SiC), imikorere myiza y’ingufu muri rusange iriyongeraho ibirenze 18%, naho umugabane w’isoko ugera kuri 12% muri 2025. Biteganijwe ko izaganza isoko ry’inganda mu 2030. Igipimo cy’ikoreshwa rya bateri ya lithium iron phosphate (LFP) mu bicuruzwa by’umwuga cyavuye kuri munsi ya 5% muri 2021 kigera kuri 22.3% muri 2025, kiba amahitamo meza ku bijyanye n’ingufu nshya bitewe n’inyungu zayo mu mutekano.

2. Guhuza ikoranabuhanga ry’ubwenge na interineti y’ibintu (IoT)

Igipimo cyo kwinjira kw'ibikoresho by'amashanyarazi bigezweho kirimo kwiyongera cyane, kikagera kuri 28% mu 2025 kandi biteganijwe ko kizarenga 50% mu 2030. Porogaramu z'ikoranabuhanga zigaragaza ko hari ivangura: ibicuruzwa byo mu rwego rw'inganda byibanda ku gucunga ibicu no guhuza amakuru; urugero, sisitemu ya Milwaukee yitwa ONE-KEY yemerera kugenzura no gucunga imikorere ya kure y'ibikoresho byinshi. Ibicuruzwa byo mu rwego rw'abaguzi bishimangira imikorere yoroheje y'ubwenge, bihuza uburyo bwa Bluetooth, inyigisho za porogaramu, n'amajwi kugira ngo bigabanye inzitizi ku kwinjira. Igipimo cyo gukoresha module za IoT cyariyongereye kuva kuri 15% mu 2022 kigera kuri 37% mu 2024, bituma habaho kubungabunga ibintu biteganyijwe binyuze mu bice nka sensors za vibration, bikagabanya ikiguzi cya nyuma yo kugurisha ho 30% kandi bikongera ubuzima bw'ibicuruzwa ho 25%.

3. Ibikoresho n'udushya mu mikorere
Gukoresha ibikoresho bifite karuboni nke byabaye icyerekezo gishya cyo kuvugurura ikoranabuhanga. Mu 2024, igipimo cyo gukoresha polycarbonate na pulasitiki zikoreshwa mu bikoresho byasubiwemo cyageze kuri 30%, kandi igipimo cyo gukoresha magnesium alloy housing cyariyongereye kuva kuri 12% kigera kuri 35%, bigabanya imyuka ya karuboni ku mpuzandengo ya kg 1.2 kuri buri gicuruzwa. Mu bicuruzwa byiza cyane, igipimo cyo kwinjira mu bice bya karuboni fibre cyageze kuri 28%, bigabanya ibiro 20%-30% mu gihe binongera imbaraga, binoza cyane uburambe bw'umukoresha. Inzira yo gusimbuza moteri zidafite uburoso iri kwihuta, aho igipimo cyo kwinjira ku isi kigera kuri 55% muri 2025, ubwiyongere bwa 25% ugereranije na 2021, bigatuma ingufu ziyongera ku kigero cya 40% muri rusange, kandi biteganijwe ko bizarenga 80% mu 2030.

III. Imiterere y'Isoko ry'Akarere: Ibiranga Amerika ya Ruguru, Uburayi, n'Amasoko Akiri Gukura

1. Isoko rya Amerika y'Amajyaruguru: Kugaruza imitungo itimukanwa no Guhindura imiyoboro
Nk’isoko rinini ku isi, Amerika y’Amajyaruguru yabonye igipimo cy’ubwiyongere bw’ibikenewe ku kigero cya 7.8% mu 2024, hamwe n’izamuka ry’ibicuruzwa bishya n’ibisanzwe bigurishwa mu mazu byatumye umubare w’ibikoresho by’ubwubatsi wiyongera. Ku bijyanye n’imiyoboro, ubucuruzi bwo kuri interineti bwakomeje kongera umugabane wabwo, aho urubuga nka Amazon rwabaye ingenzi mu ipiganwa ry’ibirango. Ariko, politiki y’imisoro yatumye amasosiyete y’Abashinwa yihutisha ikwirakwizwa ry’ubushobozi bwo gukora muri Megizike na Vietnam kugira ngo birinde inzitizi z’ubucuruzi. Inteko rusange z’ubucuruzi bwo kuri interineti nka TikTok Shop zavutse, aho ibikoresho byagurishijwe mu buryo bwa televiziyo birenga miliyari 20 z’amayuan mu 2024. Ibigo bishya byigaruriye 60% by’umugabane w’isoko binyuze mu kwamamaza bishingiye ku buryo busanzwe.

2. Isoko ry'i Burayi: Rishingiye ku buryo bwo hejuru kandi rigendera ku mategeko agenga ibidukikije
Isoko ry’i Burayi ryageze kuri miliyari 13.84 z’amadolari. Ubudage n’Ubufaransa byabonye ko hakenewe cyane imashini zitunganya ubwatsi n’ibikoresho by’inganda bigezweho, aho ibicuruzwa byo mu rwego rwo hejuru bingana na 50%. Ku rwego rwa politiki, Gahunda y’Ubukungu bw’Umuryango w’Ubumwe bw’u Burayi isaba ko ibikoresho by’amashanyarazi bishobora kongera gukoreshwa ku kigero cya 70% bitarenze 2030, bigateza imbere igishushanyo mbonera cy’ingufu mu bigo. Icyemezo cya ERP III cyo gukoresha ingufu neza gitegeka ko ingufu zikoreshwa mu gihe cyo kuzikoresha zigenzurwa munsi ya 0.5W, bigatuma ibigo byongera imbaraga zabyo mu bushakashatsi no mu iterambere kuva kuri 3.2% muri 2023 kugeza kuri 4.5% muri 2025. Ishyirwa mu bikorwa rya Pasiporo y’Ibicuruzwa by’Ikoranabuhanga (DPP) ryongera ikiguzi cyo kubahiriza amategeko, bigatuma habaho ubwinshi bw’amadosiye mu bigo bikomeye bifite ibyemezo byuzuye.

3. Amasoko Akiri Kuzamuka: Aziya y'Amajyepfo y'Uburasirazuba n'Uburasirazuba bwo Hagati Byahindutse Moteri z'Iterambere. Amasoko ya Aziya-Pasifika (usibye Ubushinwa), Aziya y'Amajyepfo y'Uburasirazuba, n'Uburasirazuba bwo Hagati arimo kugaragaza umuvuduko ukomeye w'iterambere. Igipimo cy'iterambere ry'umwaka rya Aziya y'Amajyepfo y'Uburasirazuba cyageze kuri 18%-25%, ahanini cyungukira ku ishoramari ry'ibikorwa remezo no kuvugurura imikoreshereze y'ibikoresho. Akarere ka RCEP kabaye ikintu gishya mu bucuruzi. Mu gihembwe cya mbere cya 2025, ibyoherezwa mu mahanga by'ibikoresho by'amashanyarazi by'Ubushinwa muri Vietnam na Tayilande byiyongereyeho 34% na 28% uko umwaka utashye, aho kubaka imiyoboro y'ibikorwa remezo n'ikoreshwa rya serivisi biba ingenzi mu kwagura ikigo. Isoko ry'Iburasirazuba bwo Hagati, rishingiye ku mishinga mishya y'ingufu, ririmo kwiyongera buri mwaka ku kigero cya 20% mu gukenera ibikoresho by'amashanyarazi byo mu rwego rw'inganda, bikaba ari ahantu hashya ho kurwana ku bigo bikomeye.

IV. Iterambere ry'Ubuhanga mu Guhangana: Kwibanda ku Bakinnyi Bakomeye n'Ingamba Nshya zo Guteza Imbere Isi

1. Itandukaniro ryiyongera hagati y'ibirango
Isoko rirangwa n'"amasosiyete y'amahanga yiganje ku isoko ry'ibicuruzwa byo mu rwego rwo hejuru, mu gihe ibicuruzwa byo mu gihugu biri mu rwego rwo hagati." Bosch, Makita, na TTI, ibicuruzwa bitatu bikomeye mpuzamahanga, bifite imigabane 60% by'isoko ry'ibicuruzwa byo mu rwego rwo hejuru. Bosch yashoye miliyari 5 z'amayuan mu bushakashatsi n'iterambere ku bikoresho by'ikoranabuhanga, kandi Makita irateganya ko umurongo wayo mushya w'ibicuruzwa by'ingufu utanga 40% by'amafaranga yinjiza bitarenze 2030. Ibicuruzwa byo mu gihugu biri gufata isoko ry'ibicuruzwa byo mu rwego rwo hagati binyuze mu guhanga udushya mu ikoranabuhanga no ku nyungu ku giciro. Quanzhou Capital na Gree Electric Appliances bageze ku isoko rya 15%-18% ku bicuruzwa byabo muri Amerika ya Ruguru. Biteganijwe ko inganda ku isi CR5 iziyongera kuva kuri 38% ikagera kuri 45% mu 2025, mu gihe ibigo bito n'ibiciriritse birimo kwihutisha kuva ku isoko kubera ihungabana ry'ikoranabuhanga.

2. Inzira Nshya zo Guteza Imbere Isi
Muri rusange amasosiyete arimo gukoresha uburyo bwo "guha uburenganzira ikoranabuhanga + gukora ibicuruzwa mu gace runaka" kugira ngo yirinde inzitizi z'ubucuruzi. Ubushobozi bw'umusaruro bwa Quanzhou Capital muri Tayilande bwiyongereye bugera kuri 30%, kandi Giant Star Technology yashinze uruganda rwo guteranya ibicuruzwa muri Megizike kugira ngo ikorere isoko rya Amerika y'Amajyaruguru. Kwishyira hamwe no kugura ibicuruzwa byabaye uburyo bw'ingenzi bwo kwagura ikirango. Amasosiyete y'Abashinwa yabonye uburenganzira bwihuse bw'ikoranabuhanga n'umutungo uturuka ku miyoboro binyuze mu kugura ibirango mpuzamahanga nka SKIL na German Flex. Umugabane w'ibirango byabo byoherezwa mu mahanga wiyongereye uva kuri 25% muri 2020 ugera kuri 39% muri 2024.

3. Guhindura Imiyoboro Bihindura Amategeko y'Amarushanwa. Igipimo cy'imiyoboro yo kuri interineti gikomeje kwiyongera, kandi byitezwe ko kizarenga 50% bitarenze 2030. Ubucuruzi bwa elegitoroniki n'ubucuruzi bwo ku mbuga nkoranyambaga byabaye moteri nshya zo kugura abakiriya b'ikirango. Gukwirakwiza ububiko mu mahanga biri kwihuta. Mu 2024, ububiko bw'ibirango by'Abashinwa mu bubiko bwo hanze bwiyongereyeho 170%, kandi igihe cyo gukoresha ibikoresho cyagabanutseho mu minsi 3, binongera cyane ubunararibonye bw'abakoresha. Imiyoboro yo hanze irimo guhinduka "amaduka y'uburambe + ibigo bya serivisi nyuma yo kugurisha," bikomeza uburyo abakoresha bagumana amakuru binyuze mu kwerekana ibintu bishingiye ku buryo busanzwe na serivisi z'umwuga. Igice cy'inyungu cya serivisi nyuma yo kugurisha ku bigo bikomeye cyarenze 10%, kandi inyungu mbumbe ya serivisi zo gusuzuma kure iri hejuru cyane igera kuri 65%-70%.

V. Iyubahirizwa ry'amategeko n'iterambere rirambye: Impinduka mu nganda zishingiye kuri politiki

1. Amahame Mbwirizamuco n'Umutekano byongerewe ku Isi mu Kubungabunga Ingufu
Politiki z’amategeko mu bihugu bitandukanye zirimo kugenda zikomera. Ivugurura rya Minisiteri y’Inganda n’Ikoranabuhanga mu 2024 ry’"Imbibi z’Ingufu n’Ingano z’Ingufu ku Bikoresho by’Amashanyarazi" ryazamuye igipimo ntarengwa cyo gukoresha ingufu mu cyiciro cya mbere. ibikoresho ku kigero cya 12% no kongeraho ibipimo by’isuzuma ry’ingufu mu micungire y’amashanyarazi muri sisitemu zo gucunga bateri (BMS). Umuryango w’Ubumwe bw’u Burayi na Amerika icyarimwe byazamuye amahame yabyo y’umutekano, bishyiraho ibisabwa byinshi ku mutekano w’amashanyarazi, imbaraga za mekanike, no kugenzura izamuka ry’ubushyuhe, bituma inganda zikuraho 12% by’ubushobozi budashaje bwo gukora. Sisitemu yo gushyira ibimenyetso by’ingufu mu micungire y’amashanyarazi yashyizwe mu bikorwa byuzuye, aho kugurisha ibikoresho by’amashanyarazi kuri interineti hamwe n’ibirango by’ingufu byiyongereyeho 37.2% uko umwaka utashye mu 2024, birenga kure impuzandengo y’inganda.

2. Ibisabwa ku bijyanye n'ingufu za karuboni n'ibijyanye n'uruhererekane rw'ibicuruzwa bihumanya ikirere
Intego za "karuboni ebyiri" nizo zituma inganda zigabanya karuboni. Ubusabe ku isoko mpuzamahanga bw'ibicuruzwa bifite karuboni nke bwariyongereye. Mu 2024, umugabane w'ibikoresho by'amashanyarazi byoherezwa mu mahanga bifite icyemezo cya karuboni gitangwa n'abandi wageze kuri 34.7%, wikuba kabiri ugereranije no mu 2022. Ibigo birimo kwihutisha imirimo yo kubaka inganda zifite karuboni zeru. Mu bigo 20 bya mbere mu nganda, 12 byujuje cyangwa birimo kubaka inganda zifite karuboni zeru/hafi ya karuboni zeru, aho ikoreshwa ry'ingufu kuri buri gice cy'umusaruro rigabanukaho 22.5% ugereranije no mu 2020. Sisitemu yo kongera gukoresha bateri irimo gutera imbere buhoro buhoro, kandi byitezwe ko igipimo cyo kongera gukoresha bateri mu nganda kiziyongera kiva kuri 15% ubu kigera hejuru ya 40% mu 2026, bigabanye imyuka ihumanya ikirere ihishe mu bucukuzi bw'ibikoresho fatizo.

3. ESG Ihinduka Ingano Nshya y'Irushanwa
Imikorere ya ESG igira ingaruka zikomeye ku igenagaciro ry’ibigo. Isoko ry’imari riha abayobozi ba ESG agaciro ka 15%-20%, kandi umubare w’ibigo bikora imihigo ya RE100 wiyongereye ugera kuri 8. Gutanga amasoko ya leta birimo gushimangira icyerekezo cyayo ku kubungabunga ibidukikije, aho ibihugu byinshi birimo ibikoresho by’amashanyarazi byo ku rwego rwa 1 mu gutanga amasoko by’ibanze. Biteganijwe ko ibicuruzwa bidafite ibidukikije bizaba bifite hejuru ya 60% by’ibiciro by’imishinga ya leta bitarenze 2026. Gukurikiza gahunda ya ESG mu bijyanye n’ibicuruzwa byabaye ngombwa, aho abakiriya bo mu rwego rwo hejuru basaba abatanga serivisi gutanga raporo ku bijyanye n’isuku ya karuboni, kurengera uburenganzira bw’abakozi, n’izindi nyandiko zishyigikira, bigateza imbere iterambere rirambye mu ruhererekane rw’inganda zose.

Urubuga:https://www.tmax-tool.com/