Ukujongwa kwiindlela ze-2023 zeemoto kunye namanqaku edatha, njengoko kubonwa kwaye kukhethwe kwiinkcukacha ze-GlobalData

Ukuthengiswa kwezithuthi ezikhanyayo kwihlabathi - i-2023 rebound
Imarike yezithuthi ezikhaphukhaphu zehlabathi ixelwe kwangaphambili yi-GlobalData kwincinci engaphantsi kwe-90 yezigidi zeeyunithi ngo-2023. Imarike yabuyela emva ngo-2023 (i-10% ngo-2022) njengoko ukunqongophala kokubonelela kwancipha kwaye abavelisi bakwazi kangcono ukuhlangabezana nemfuno yabathengi kunye needilesi zokungasemva kunye nokuqala ukunciphisa uluhlu lwempahla. Ngokomxholo, loo yunithi yezigidi ezingama-90 inqanaba lemarike yehlabathi kulapho sasikubhubhane wangaphambi ko-2019, kodwa incopho yokugqibela yayizizigidi ezingama-95 ngo-2017.
Ukutyhubela u-2023, imakethi iphinde yaqina ngakumbi kunokuba bekulindelwe. I-rebound yayomelele ngakumbi e-US, kunye nokusebenza koqoqosho lwase-US. Ngelixa amafu eqokelelene ngokwembonakalo yeTshayina, iBeijing yandisa inkuthazo kwaye oko kwagcina intengiso yeemoto iphezulu.
Kutshanje, imbonakalo yentengiso yezithuthi ezikhaphukhaphu kwihlabathi iphinde yaphucuka kwakhona.
Isizathu esikhulu sohlengahlengiso sihambelana notshintsho kwimbono kwimarike yaseChina: ukujonga okunamandla kwixesha elisondeleyo ngenxa yokuvuselela kukarhulumente ukuxhasa ukusetyenziswa, kunye nedatha yamva nje ebonisa ukuba abathengi bazimisele ngakumbi ukuchitha. Nangona kunjalo, kukho imbonakalo ebuthathaka kwixesha elide njengoko intengiso inokutsalwa phambili kukuthotywa kwerhafu yokuthenga okwethutyana kwi-NEVs, eya kupheliswa ekupheleni kuka-2027.
Olunye uhlengahlengiso loqikelelo lwamva nje lubandakanya ukuphuculwa kwexesha elisondeleyo loMntla Melika kunye neYurophu, kodwa ngokulumkisa okuthile kubandakanywa ngakumbi, kunye nokuncipha kwengqikelelo yoMbindi Mpuma ngenxa yokuhla kwemfuno e-Egypt kunye nobuthathaka eIran.
Imbonakalo yezoqoqosho ihleli ihambelana ngokubanzi nekota edlulileyo. Ukususela ekukhuleni kwe-GDP yehlabathi nge-2.6% ngo-2023, imiselwe ukucotha ukuya kwi-2.1% ngo-2024 ngokunxulumene nokuqiniswa komgaqo-nkqubo wezemali kule minyaka imbalwa idlulileyo.

I-BYD yayingumdlali obalaseleyo ngo-2023
Njengoko i-2023 iqhubela phambili, kwacaca ukuba uninzi lwabavelisi bafumana ukunyuswa kwevolumu njengoko baye bakwazi ukuzalisekisa ii-odolo ngasemva ukuba ukuncipha kokunqongophala kwe-semiconductors. Nangona kunjalo, kwaye kwacaca ukuba umenzi omnye wayefumana ukukhula okukhawulezayo kumanqanaba onyaka ophelileyo. IOEM enye igqame ngokukhula okukhawulezayo ngo-2023: BYD Auto.
Ukufumana ishumi elinesibini lesabelo sesabelo semalike yasekhaya ngoSeptemba kwaba lufezekiso olukhulu (VW: ishumi leepesenti kunye neToyota ezisibhozo ekhulwini). Kwaye kungekudala kakhulu, isigqibo senkampani sokuphelisa ukuveliswa kweemodeli ze-IC kuphela sibonakala sisemngciphekweni ngokungeyomfuneko. Endaweni yoko, kubonakala ngathi ibiyeyona nto iphambili njengoko abathengi beqhubeka nokutsiba kwiintlobo ezixubileyo ze-BYD, ii-PHEV kunye nee-EVs.
Ngokweenkcukacha zefemu, ukuziswa kwempahla kwiinyanga ezilithoba zokuqala kudlule kwizigidi ezibini zeeyunithi. Ukukhula kunyaka ophelileyo kumalunga nama-80%. NgoSeptemba kuphela, inani lilonke lalingama-287,494 apho i-151,193 yayiyi-EVs. Ngokuphathelele ukuthengiswa kwezithuthi zombane ze-BYD kwiimarike ezingaphandle kweTshayina, ezi nombolo ziphinde zabala iimoto ezingama-28,039 ngoSeptemba kunye ne-145,529 yonyaka ukuza kuthi ga ngoku.
Kukho izicwangciso zamabhongo zokuthumela ngaphandle, nazo. I-OEM yaseTshayina iyaqhubeka nokukhula kwiimarike ezininzi zaphesheya, iimoto zayo kunye neeSUVs azifikeleleki ngokumangalisayo kuphela kodwa zikwabonakala zomelele kumgangatho kunye nokunqweneleka. Uvavanyo olukhulu olulandelayo luya kuba yindlela yokugcina ukuthengisa kunyuka, kunye nemida.

Iibhetri yindawo ekugxilwe kuyo kwinguqulelo yenzululwazi
I-2023 yayingunyaka apho utshintsho lwamandla kunye, ngokukodwa, ukufakelwa kombane - zombini ngokwemiqathango yabenzi bezithuthi kunye nababoneleli babonakala bevelele kakhulu. Ngaphandle kokhuphiswano lwee-OEMs - kunye neChina ijike yaba yindawo ephambili yedabi, ekhokelwa yimfazwe yamaxabiso - bekukho ukuveliswa kweendlela kunye nezicwangciso zobuchule kwiindawo ezinjengeebhetri. Ngaphandle kwezicwangciso zokudala ii-gigafactory ezintsha, bekukho nemiqondiso yoguquko phantsi komphezulu wokuvela kwesayensi yebhetri, iikhemistri kunye nobuchwepheshe.
Kunyaka wonke, ngokweGlobalData's patent analytics database, iipatent zebhetri ezifakwe kumagunya anelungelo elilodwa lomenzi kwihlabathi jikelele zikhokele uluhlu lwamalungelo awodwa omenzi wecandelo loshishino lweemoto phantse kwi-109,000 yokufayilisha. Itekhnoloji yombane ibikwindawo yesibini.

Ukuphazamiseka ngaphambili: Ukusetyenziswa kwe-AI kwimoto ngokunyuka
I-Artificial Intelligence yenze ukuba kubekho inkqubela phambili ebalulekileyo kuwo onke amashishini, kubandakanywa amandla okuqhuba ngokuzimeleyo kwizithuthi. Kwezobuchwephesha be-AI obuphambili obufumana eyona ngqalelo namhlanje, i-AI yokuvelisa yeyona ikhula ngokukhawuleza.
I-Generative AI inokuxhasa ukusebenza ngempumelelo kuwo wonke icandelo leemoto, ukusuka kwigalelo ukuya kuluhlu olubanzi lweenkqubo zoshishino, ukuya kumava omthengi, ukhuseleko kunye nolawulo. Le mpembelelo iya kwanda kuphela njengoko i-AI yokuvelisa ichaneka ngakumbi kwaye ikwazi ukubonelela ngeengcebiso ezithembekileyo.
Amatyala okusetyenziswa namhlanje ajikeleza ukuyilwa kwesithuthi, uphuhliso lokhuseleko kunye nokusebenzisana kwezithuthi zabantu.
I-Generative AI inokuxhasa ukusebenza ngempumelelo kuwo wonke icandelo leemoto, ukusuka kwigalelo ukuya kuluhlu olubanzi lweenkqubo zoshishino, ukuya kumava omthengi, ukhuseleko kunye nolawulo.
Le mpembelelo iya kwanda kuphela njengoko i-AI yokuvelisa ichaneka ngakumbi kwaye ikwazi ukubonelela ngeengcebiso ezithembekileyo. Amatyala okusetyenziswa namhlanje ajikeleza ukuyilwa kwesithuthi, uphuhliso lokhuseleko kunye nokusebenzisana kwezithuthi zabantu.
Uphando lweGlobalData lweshishini lubonisa ukuba ngaphezulu kwekota yesithathu yabaphenduli balindele ukuphazamiseka kwe-AI okuncinci okanye okubalulekileyo. Kwi-Q1 2023, i-AI ibambe izinzile njengoko itekhnoloji ibonwa njengeyona nto iphazamisayo. Igcine indawo ephezulu kolu lonyulo ukusukela kwi-Q3 ngo-2021.

Umthombo ovela Ngokuzenzekelayo nje
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