Paerewa Whakamārama
He tīwiri pōro tino tika, he ≤16 mm te whānui o te kakau, tae atu ki ngā papa whenua (C1/C3/C5) me ngā papa hurihuri. E whakamahia ana ēnei ki ngā haurua-ā-ira, ki te aunoatanga 3C, ki ngā ringaringa pūkenga o ngā karetao tangata, ki ngā taputapu hauora, ki ngā taputapu whatu me ētahi atu mara.
I. Te Rahi o te Mākete o te Ao
Ko te rahi o te mākete o te ao i te tau 2026 e tata ana ki te 707 miriona tāra US (e rite ana ki te 5.02 piriona RMB). I eke te mākete o te ao ki te tata ki te 607 miriona tāra US i te tau 2025. Ko te tere tipu ā-tau (CAGR) mai i te tau 2026 ki te 2033 e tū ana i te 5.42%, ā, e matapaetia ana ka eke te rahi o te mākete ki te 1.023 piriona tāra US i te tau 2033.
Ko te rohe o Āhia-Moananui-a-Kiwa te mākete nui rawa atu o te ao, e 60% neke atu o te tono o te ao, ko Haina, ko Hapani me Kōrea ki te Tonga ngā rohe tono matua. Kua roa ngā waitohu Hapanihi tae atu ki a THK me NSK, tae atu ki a Schaeffler o Tiamana e pupuri ana i ngā tīwiri pōro iti tino tika (Akomanga C1/C3).
II. Te Rahi o te Mākete o Haina (Mākete Tipu Matua)
Ka eke te rahi o te mākete o Haina mō ngā tīwiri pōro iti ki te 3.8 piriona RMB i te tau 2026, me te tere tipu ā-tau toharite o te 12% i roto i ngā tau e rima kua hipa.
Hanganga Wehewehenga Mākete
- · Ko ngā whakatakotoranga tino iti me te diameter o te kakau o te 8 mm me raro iho e kapi ana i te 60% o te mākete whānui, e mahi ana hei wāhanga matua mō ngā karetao humanoid me ngā taputapu semiconductor.
- · Ko te rahi o te mākete mō ngā tīwiri pōro whenua tino tika (Akomanga C1/C3) he tata ki te 1.6 piriona RMB, ā, ko te reiti taunga ā-rohe o nāianei kei waenga i te 28% ki te 32% anake, e waiho ana he wāhi nui mō te whakakapinga kawemai.
Kua neke atu i te 65% te tere o te kimi i ngā tīwiri pōro hurihuri utu iti (Akomanga C5/C7), ā, he whakataetae nui tēnei mā te mākete.
Ngā Pūtake o te Tipu o te Hiahia
- · Ngā ringaringa matatau mō ngā karetao humanoidE 10 ki te 12 ngā huinga tīwiri pōro iti e hiahiatia ana mō ia waeine. Ko te rahi o te mākete ā-rohe o tēnei wāhanga he tata ki te 450 miriona RMB i te tau 2026, ā, e matapaetia ana ka neke atu i te 40% te tere tipu ā-tau i roto i ngā tau e toru e whai ake nei.
- · Te takai haurua-arataki, te tirotiro i te wafer me ngā taputapu tika 3CE 46% o te katoa o te hiahia ā-rohe mō ngā tīwiri pōro iti e whai wāhi ana ki tēnei rāngai, ā, koinei te rāngai tono nui rawa atu.
- · Ngā taputapu hauora iti rawa te whakaekenga, ngā taputapu whakaahua me te taiwhanga whatu
ngā taonga puoroE 23% o te katoa o te tono e nohoia ana, ā, kei te piki haere tonu te tono mō ngā tīwiri pōro ma, iti te haruru, me ngā tīwiri pōro kounga teitei.
III. Te Pūmanawa Mākete o ngā Ara Wehewehe
1. Ngā Wiri Pōro Iti mō ngā Ringa Matatau o te Robot Humanoid
I eke te tauine o te mākete ā-rohe ki te 450 miriona RMB i te tau 2026. E matapaetia ana e ngā umanga ka neke atu te rahi o te mākete o te ao mō ngā tīwiri pōro iti mō ngā ringaringa pūkenga i te 3 piriona RMB i te tau 2028, ā, ka neke atu te wāhi whakakapinga kawemai i te 2 piriona RMB.
2. Ngā Wiri Pōro Iti mō ngā Taputapu Tika o te Ārahi-Haumaru
Ko te hiahia ā-rohe ā-tau e tata ana ki te 1.2 piriona RMB. Tata ki te 90% o ngā hua Akomanga C1 teitei kei te whakawhirinaki tonu ki ngā kawemai, koinei te ara angitu matua mō ngā kaihanga ā-rohe.
3. Ngā Wiri Pōro Iti mō ngā Pūrere Hauora Tika
I eke te rahi o te mākete ki te 620 miriona RMB i te tau 2026. Mā te whakamahi i ngā karetao pokanga, ngā taputapu mate pukupuku me ngā taputapu whakaahua, ka mau tonu te tere tipu ā-tau o te wāhanga neke atu i te 22%.
IV. Ngā Whakatau Matua mō te Tipu Ahumahi
Kei te pumau tonu te tono mai i ngā taputapu tari tuku iho me ngā taputapu aunoa iti. Ko ngā ara matua e toru — ngā karetao āhua tangata, ngā haurua-ā-ira me ngā taputapu hauora kounga teitei — kei te whakatairanga i te tipu tere o te ahumahi, ā, ko te tawhē hua katoa o ngā tīwiri pōro iti kounga teitei ka eke ki te 55% ki te 65%.
I te wā roa, me ngā whanaketanga hangarau tonu i roto i te huri rakau tino pai me ngā tukanga huihuinga nati iti, e matapaetia ana ka piki ake te tere o te rohe o ngā tīwiri pōro iti kounga teitei ki runga ake i te 55% i te tau 2029, ā, ka neke ake te rahi o te mākete whānui o Haina i te 6 piriona RMB.
Nā lris i tuhi.
Ngā Pūrongo Hou: Kua Tae Mai te Anamata o te Tika!
Hei kaihanga purongo rangitaki i te ao mīhini, aunoatanga, me te karetao tangata, ka tukuna atu e mātou ngā mea hou mō ngā tīwiri pōro iti, ngā kaiwhakaoho raina, me ngā tīwiri roera - ngā toa ngaro o te hangarau hou.
Wā tuku: Pipiri-25-2026
