I. Electrification thiab Intelligentization: Reshaping Auto Parts Industry Landscape
1. Ntshiab Electrification Trend, Systemic Transformation of Industry Chain
Kev lag luam tsheb thoob ntiaj teb tab tom ua kom nws hloov pauv mus rau kev siv hluav taws xob, nrog rau kev nkag mus ntawm cov tsheb tshiab lub zog txuas ntxiv nce, ua kom pom tseeb ntev - txoj kev loj hlob. Ntawm qhov tod tes, ntau lub tseem fwv tab tom taw qhia kev hloov pauv kev lag luam los ntawm cov cai xws li teem sijhawm rau kev txwv tsis pub muag cov roj av- lub zog tsheb, muab kev pab nyiaj yuav khoom thiab kev txhawb nqa se; Ntawm qhov tod tes, OEMs tau nrawm rau kev txhim kho lub zog tshiab platforms thiab cov qauv iterations, loj heev nthuav cov peev txheej ntau lawm; Tsis tas li ntawd, kev xa tawm sai ntawm kev them nqi hluav taws xob txuas ntxiv txhim kho cov neeg siv kev paub dhau los thiab txo qis kev lag luam kev loj hlob tsis muaj zog.
Kev txhawb nqa los ntawm cov txiaj ntsig zoo no, lub ntiaj teb tshiab lub zog tsheb kev lag luam yuav tsum muaj kev loj hlob sai, nqa qee yam kev lag luam nce ntxiv thiab cov txheej txheem rau kev lag luam nce qib xws li cov motors ntse.
2. Kev xav tau tawg rau kev txawj ntse tsav lub tshuab hluav taws xob hloov kho ntawm cov khoom tseem ceeb
Cov txheej txheem hluav taws xob yog ib txhij ua kom lub kiv puag ncig ntse hauv tsheb. Kev nrov ntawm cov thev naus laus zis xws li cov tshuab ua kom txawj ntse, pab tsav tsheb, thiab sau npe -centralized electronics thiab hluav taws xob architectures yog tas li nce qhov kev thov thiab kev ua tau zoo ntawm cov khoom siv hluav taws xob xws li siab -kev ua tau zoo ntawm lub cev muaj zog, siab -cov sensors, thiab cov kev tswj xyuas ntse hauv cov khoom siv hluav taws xob tsis tu ncua ntawm cov khoom siv hluav taws xob thiab kev tsim kho ntawm tus kheej. cov khoom. Lub nthwv dej ntawm kev txawj ntse yog kev txhim kho cov motors txawj ntse los ntawm "cov khoom siv ua haujlwm" mus rau "cov khoom siv ntse ntse." Piv txwv li, lub tshuab hluav taws xob ntse wiper nrog lub ntsuas dej nag thiab tsis siv neeg hloov ceev tau nkag mus los ntawm nruab nrab - mus rau - siab - qauv kawg rau hauv lub lag luam loj; cov rooj zaum hauv tsheb tau hloov mus rau hauv cov khoom siv ntse ntse uas muaj kev sib txuas hluav taws xob, qhov cua, cua sov, thiab zaws; thiab sib tham sib scenarios xws li lub suab thiab piav tes piav taw tswj lub qhov rais, sunroofs, thiab lub hwj chim tailgates yog ua ntau zuj zus, ntxiv expanding daim ntawv thov ciam teb ntawm miniaturized, siab ntseeg motors.
Hauv cov ntsiab lus, qhov sib sib zog nqus hluav taws xob thiab kev txawj ntse ntawm cov khoom siv tsheb tau dhau los ua lub hauv paus thev naus laus zis rau kev paub txog kev ua haujlwm nyuaj ntawm tsheb thiab txhais tau tias muaj kev tsav tsheb siab - kawg. Kev lag luam automotive intelligent motor kev lag luam tab tom nkag mus rau lub sijhawm tsim kho lub tswv yim ntawm "ob qho tib si ntim thiab tus nqi nce" uas tau tsav los ntawm kev hloov pauv ntawm lub davhlau ya nyob twg.
II. Deepening Domestic Change Trends: Local Supply Chain Advantages Highlighted
Nrog rau txoj kev loj hlob sai ntawm kuv lub teb chaws txoj kev lag luam tsheb, kev koom tes ntawm cov khoom siv hauv tsev thiab OEMs thoob ntiaj teb thiab cov neeg loj heev hauv ntau lub teb chaws tau sib sib zog nqus. Cov kev lag luam hauv tsev tau ua tiav qhov kev sib tw hauv ntau qhov chaw tseem ceeb los ntawm kev siv thev naus laus zis, kev zom zaub mov, kev nqus, thiab rov ua dua tshiab, ua kom cov kev hloov pauv hauv tsev nyob thoob plaws lub rooj tsavxwm. Qhov kev sib tw no feem ntau yog tsav los ntawm ob lub zog tseem ceeb: Ua ntej, kev sib tw ua haujlwm hauv kev siv thev naus laus zis hauv tsev, nrog cov tuam txhab ua lag luam tau tsim cov peev txheej loj rau kev txhim kho ib txhij thiab kev ywj pheej tshiab, ua tiav lossis sib piv cov qib siab thoob ntiaj teb hauv cov khoom lag luam, kev nyab xeeb, thiab kev ntseeg tau. Qhov thib ob, tus nqi irreplaceable thiab teb qhov zoo ntawm cov khoom siv hauv tsev; vam khom rau lub lag luam loj loj, ua kom tiav cov khoom lag luam, thiab kev tsim khoom siv tau zoo, cov khoom siv hauv tsev ua kom pom cov txiaj ntsig zoo thiab muaj peev xwm teb tau sai. Tsav los ntawm ob qho tib si thev naus laus zis thiab cov txiaj ntsig zoo, cov txheej txheem hauv cheeb tsam ntawm cov khoom siv tsheb tseem ceeb txuas ntxiv mus ntxiv, nqa qhov chaw lag luam loj thiab keeb kwm kev loj hlob rau cov neeg xa khoom hauv tsev.
III. Tshwj xeeb, Platformization, thiab Automation: Peb Pillars ntawm Core Competitiveness
Tawm tsam keeb kwm yav dhau los ntawm kev hloov pauv loj hauv kev lag luam tsheb, tshwj xeeb, platformization, thiab automation tau dhau los ua txoj hauv kev tseem ceeb rau cov tuam txhab lag luam qib siab los tsim kom ntev - lub sij hawm tseem ceeb ntawm kev sib tw. Peb qhov no yog kev sib tshuam thiab hloov pauv kev sib koom ua ke, sib koom ua ke tsav tsheb tuam txhab lag luam kom ua tiav cov txheej txheem leaps hauv tshuab, nqi, thiab zoo.
1. Kev Tshwj Xeeb: Kev tsom mus rau kev lag luam niche los tsim kev sib sib zog nqus kev teeb meem
Automotive intelligent motors yog cov khoom siv mechatronics uas sib koom ua ke ntau yam kev qhuab qhia, xav tau kev sib koom ua ke siab heev thiab muaj peev xwm tsim kho tshiab los ntawm pab pawg R & D. Los ntawm lub sijhawm ntev -, hauv - kev cog qoob loo tob, cov chaw lag luam tshwj xeeb tuaj yeem sau cov kev paub zoo tshaj plaws, kev paub txog kev tsim vaj tsev, thiab cov ntaub ntawv sim, tsim kev txhim kho synchronous thiab mus tom ntej- saib R & D muaj peev xwm ua tau raws li cov kev xav tau nruj ntawm OEMs. Qhov no ua rau muaj kev sib txawv ntawm cov neeg sib tw ntawm cov txheej txheem thev naus laus zis, tsim kom muaj kev sib tw zoo.
2. Platformization: Tsav Tsheb Integrated Innovation thiab Achieving Win-Win Value hauv Supply Chain
Cov qauv kev yuav khoom ntawm OEMs thiab Tier 1 cov neeg muag khoom tau hloov pauv sai ntawm cov khoom sib cais mus rau kev sib koom ua ke, kev tsim khoom lag luam. Siv cov motors txawj ntse ua piv txwv, los ntawm kev tsim cov khoom siv ntau yam, siab - kev ua tau zoo ntawm lub cev muaj zog tsav platforms, ua ke nrog serialized thiab standardized txo thiab tswj modules, kawg cov khoom sib ntsib sib txawv daim ntawv thov scenarios tau sai sai. Cov qauv no ua rau luv luv rau cov neeg siv khoom pov thawj, kev sib koom ua ke, thiab kev tsim khoom loj heev - mus txog lub voj voog, pab OEMs nrawm dua cov qauv, ua tiav cov nqi txo thiab kev txhim kho tus nqi thoob plaws tag nrho cov kev lag luam saw, thiab nteg lub hauv paus rau tus qauv thiab automation upgrade ntawm cov kab ntau lawm.
3. Automation: Txhim kho cov txheej txheem tsim khoom kom ntseeg tau tias loj -Kev xa khoom loj thiab zoo tshaj
Nrog rau kev nce nqi zog thiab cov neeg siv khoom siab heev ntawm cov khoom sib xws thiab kev ntseeg siab, automation, digitalization, thiab kev txawj ntse ntawm cov txheej txheem tsim khoom tau dhau los ua qhov kev coj ua tsis tseem ceeb rau kev lag luam. High -theem automated ntau lawm kab tsis yog tsuas yog ib qho tseem ceeb txhais tau tias rau cov lag luam kom ua tiav cov khoom lag luam ntshiv, txo nqi, thiab kev txhim kho kev ua haujlwm, tab sis kuj yog lub hauv paus rau kev ua kom cov khoom ruaj khov zoo nyob rau hauv loj - kev xa khoom loj. Hauv kev tshuaj xyuas cov saw hlau, OEMs thiab Tier 1 cov chaw muag khoom tau txais cov kab ntau lawm automation thiab kev tswj xyuas cov ntaub ntawv raws li cov qauv tseem ceeb rau kev ntsuam xyuas cov neeg tsim khoom muaj peev xwm thiab ntev - lub sij hawm ruaj khov khoom muaj peev xwm. Tsim kom muaj kev tsim khoom siv hluav taws xob tau dhau los ua lub hauv paus tseem ceeb rau cov lag luam kom tau txais cov neeg siv khoom xaj thiab tsim kom muaj kev sib tw kom zoo dua qub.
IV. Deepening Industrial Collaboration: Tus "Tsim Tus Neeg Siv Khoom" qauv Reshapes Supply Chain System
Kev lag luam automotive qhov chaw tau tsim ib lub pyramid-zoo li ntau-tiered mov system nyob rau hauv OEMs: OEMs yog lub luag hauj lwm rau lub tsheb tsim, integrated manufacturing, hom lag luam, thiab kev muag khoom channel; Tier 1 cov neeg muag khoom ncaj qha muab OEMs, muab cov kab ke sib dhos lossis cov qauv tseem ceeb thiab koom nrog kev sib koom ua ke; Tier 2 thiab Tier 3 cov neeg muab khoom ua ke muab cov khoom sib txuas rau lawv cov neeg muab khoom tier-1.
Nrog rau kev nkag mus nrawm dua ntawm kev siv hluav taws xob thiab kev txawj ntse, OEMs muaj cov kev cai nruj ntxiv rau kev tswj hwm tus nqi thiab kev tsim kho thev naus laus zis hauv cov khoom siv, thiab maj mam nkag mus rau hauv qab, ncaj qha koom nrog hauv kev tsim thiab kev yuav khoom ntawm qee qhov tseem ceeb. Tawm tsam qhov keeb kwm yav dhau los no, "OEM- tus qauv tsim tus muag khoom muag" tau dhau los ua ntau dua: OEMs ua cov kev tshuaj xyuas nruj me ntsis ntawm Tier 2 cov neeg xa khoom, tom qab ntawd ncaj qha lossis koom nrog Tier 1 cov neeg muab khoom kos npe rau kev pom zoo nrog lawv, qhia meej meej cov ntsiab lus tseem ceeb xws li cov lus qhia tshwj xeeb, cov khoom lag luam, thiab kev lag luam sib cog lus, thiab tsim cov khoom lag luam Tier 1. Cov qauv no txhawb nqa kev sib koom tes zoo ntawm Tier 2 cov chaw muag khoom thiab OEMs. Yog tsis muaj OEM qhov kev pom zoo, Tier 1 cov chaw muag khoom feem ntau nyuaj rau kev hloov pauv tsis tu ncua, muab kev lees paub tseem ceeb rau kev lag luam ruaj khov ntawm Tier 2 cov neeg muag khoom. Nyob rau tib lub sijhawm, nws tso cov kev xav tau ntau dua ntawm lawv cov peev txheej txhim kho synchronous, kev teb ceev ceev, thiab qib tswj tus nqi.
V. Los ntawm Mechanical Execution to Electronic Intelligence: Electronic Wipers Deeply Integrate into the Smart Car Ecosystem
Raws li lub zog tseem ceeb ntawm lub rooj sib dhos wiper, lub cev muaj zog txoj kev thev naus laus zis tau hloov zuj zus los ntawm kev siv tshuab ib txwm siv rau hauv hluav taws xob, txhim kho lub zog tsav mus rau kev txawj ntse, lub teeb yuag, thiab kev nplij siab.
Cov tshuab hluav taws xob, nrog rau lawv qhov zoo ntawm kev tswj tsis tau nrawm, kev tswj xyuas meej, thiab kev ua haujlwm nyob ntsiag to, maj mam hloov cov tshuab hluav taws xob, thiab lawv cov kev nkag mus tau nce ntxiv. Ntawm qhov tod tes, los ntawm kev sib koom ua ke los nag sensors, hluav taws xob wipers ua tiav kev hloov pauv tsis siv neeg hloov pauv ntawm kev nrawm nrawm, hloov kho los ntawm cov cuab yeej passive ntawm "kev soj ntsuam tib neeg thiab kev tuav haujlwm" mus rau qhov kev ua haujlwm ntse ntawm "kev nkag siab ib puag ncig, ECU kev txiav txim siab- ua, thiab ua kom tiav," ua kom yooj yim rau kev tsav tsheb thiab kev ua haujlwm yooj yim. Ntawm qhov tod tes, los ntawm kev tsim kho hluav taws xob zoo, kev tsim kho tshiab, thiab kev siv cov ntaub ntawv tshiab, cov khoom siv hluav taws xob tau ua tiav qhov hnyav txo thiab txhim kho kev ua haujlwm zoo thaum txhim kho kev ua tau zoo xws li tiv thaiv - kev laus, kev tiv thaiv corrosion, thiab siab electromagnetic compatibility. Tsis tas li ntawd, cov wipers hluav taws xob tshem tawm cov txhuam txhuam txhuam thiab kev sib txuas ua ke, ua tiav kev tu kom zoo thiab ua haujlwm ntsiag to, ua kom muaj txiaj ntsig zoo rau kev tsav tsheb hauv lub sijhawm tshiab ntawm lub zog tsheb. Nyob rau hauv lub neej yav tom ntej, nrog rau kev sib sib zog nqus ntawm kev txawj ntse tsav tsheb, lub wiper system yuav txuas ntxiv nrog rau lub tsheb txoj kev xaav network thiab domain tswj system, tsis tu ncua ...
VI. Miniaturization, Intelligentization, thiab Kev Ua Haujlwm Siab: Lub Rooj Tsav Tsheb Nkag mus rau Brushless Era
Automotive lub rooj tsav tsheb tau dhau los ua qhov kev hloov pauv tseem ceeb los ntawm cov tsoos brushed motors mus rau brushless motors, thiab txuas ntxiv hloov mus rau miniaturization, kev txawj ntse, thiab kev ua haujlwm siab. Thaum lub tshuab tsis txhuam hniav kim dua, lawv muab cov txiaj ntsig zoo xws li kev ua neej ntev (txog 20,000 teev), tsis muaj suab nrov, txij nkawm- ua haujlwm pub dawb, thiab cuam tshuam hluav taws xob tsawg. Lawv hauv paus tsis txhob muaj kev nyab xeeb kev nyab xeeb ntawm cov txhuam hniav, ua rau muaj kev vam meej hauv kev cia siab. Tsim raws li kev siv tshuab tsis siv neeg, lub rooj tsav tsheb tau hloov zuj zus mus rau kev daws teeb meem kev sib koom ua ke los ntawm kev sib koom ua ke ntawm cov thev naus laus zis tshiab, cov khoom siv, thiab cov txheej txheem.
Nyob rau hauv cov nqe lus ntawm miniaturization, lub cev muaj zog me me, lub teeb yuag, thiab kev siv hluav taws xob tsawg yog qhov tseem ceeb rau kev sib koom ua ke ntau lub cev muaj zog (xws li kev txhawb nqa lub lumbar, kev txhawb nqa ceg, qhov cua, cua sov, thiab zaws) hauv cov ntsiab lus ntawm lub zog tshiab tsheb uas qhov chaw thiab lub zog noj tau zoo heev. Qhov no kuj yog ib qho tseem ceeb rau optimizing qhov chaw siv thiab lub zog efficiency. Nyob rau hauv cov nqe lus ntawm kev txawj ntse, los ntawm kev koom ua ke programmable controllers thiab advanced algorithms, lub cev muaj zog ua tiav kev yoog raws thiab meej tswj ntawm kev ceev thiab txoj hauj lwm, thiab muaj lub cim xeeb thiab ntau - scene linkage peev xwm. Nws hloov kho los ntawm ib tus neeg kho tshuab actuator mus rau qhov ntse tsav subsystem nrog kev nkag siab, kev txiav txim siab- ua, thiab ua kom muaj peev xwm ua tiav, tsim kom muaj kev lag luam tshiab raws li "kev txawj ntse" nyob rau hauv chav tsev.
Miniaturization thiab ntse txawj tej yam ntxiv raws li brushless technology yog profoundly reshaping thev naus laus zis connotation thiab cov khoom muaj nqis ntawm lub rooj motors, kos ib tug tshiab theem ntawm kev loj hlob nyob rau hauv daim teb no uas tau tsiv los ntawm ib txwm tshuaj tivthaiv kev tsim khoom mus rau sib sib zog nqus kev koom ua ke nrog cov hluav taws xob thiab hluav taws xob architecture ntawm tag nrho cov tsheb.
