Karancin semiconductor ya rage.
Yayin da buƙatun motocin lantarki ke ci gaba da hauhawa (an yi rajista da ƙarin motocin lantarki a cikin 2021 fiye da na shekaru biyar da suka gabata a hade, a cewar ƙungiyar masu kera motoci da masu ciniki), buƙatar microchips da semiconductor yana ƙaruwa.Abin takaici, ƙarancin semiconductor wanda ke gudana tun farkon 2020 har yanzu yana nan kuma yana ci gaba da shafar masana'antar motocin lantarki.
Dalilan Cigaban Karancin
Hoton Hoto: Hotunan Getty
Barkewar cutar ta dauki wani bangare na laifin ci gaba da karancin microchip, tare da masana'antu da yawa, tashoshin jiragen ruwa, da masana'antu suna fuskantar rufewa da karancin ma'aikata, wanda ya yi muni daga karuwar bukatar lantarki tare da matakan zaman gida da aiki-daga-gida.Musamman ga masana'antar motocin lantarki, ƙarar wayar salula da buƙatun guntu na lantarki ya tilasta wa masana'antun keɓance ƙayyadaddun wadatar su ta semiconductor zuwa ƙirar da ke da mafi girman ribar riba, wayar salula.
Iyakantaccen adadin masana'antun microchip suma sun kara wa ci gaba da karancin, tare da TMSC na tushen Asiya da Samsung suna sarrafa sama da kashi 80 na kasuwa.Ba wai kawai wannan ya fi mayar da hankali kan kasuwa ba, har ma yana ƙara lokacin jagora akan na'ura mai kwakwalwa.Lokacin jagora-lokacin da ke tsakanin lokacin da wani ya ba da umarnin samfur da lokacin da yake jigilar kaya - ya ƙaru zuwa makonni 25.8 a cikin Disamba 2021, kwanaki shida ya fi na watan da ya gabata.
Wani dalili na ci gaba da karancin microchip shine yawan bukatar motocin lantarki.Ba wai kawai motocin lantarki sun karu a cikin tallace-tallace da shahara ba, ana iya gani daga plethora na Super Bowl LVI tallace-tallace, amma kowane abin hawa yana buƙatar kwakwalwan kwamfuta da yawa.Don sanya shi cikin hangen nesa, Ford Focus yana amfani da kwakwalwan kwamfuta kusan 300, yayin da Mach-e na lantarki yana amfani da kwakwalwan kwamfuta kusan 3,000.A takaice, masana'antun semiconductor ba za su iya ci gaba da buƙatar abin hawa na lantarki don kwakwalwan kwamfuta ba.
2022 Martani daga Masana'antar Motocin Lantarki
Sakamakon ci gaba da karanci, kamfanonin motocin lantarki sun yi canje-canje masu mahimmanci ko rufewa.Dangane da canje-canje, a cikin Fabrairu 2022 Tesla ya yanke shawarar cire ɗaya daga cikin na'urorin sarrafa lantarki guda biyu da aka haɗa a cikin rakiyar tuƙi na Model 3 da Model Y motocin su don cimma burin tallace-tallace na huɗu na huɗu.Wannan shawarar ta kasance dangane da ƙarancin kuma tuni ya shafi dubun dubatar motoci don abokan ciniki a China, Australia, United Kingdom, Jamus, da sauran sassan Turai.Tesla bai sanar da abokan ciniki game da wannan cirewa ba saboda ɓangaren ba shi da yawa kuma ba a buƙatar shi don fasalin taimakon direba na matakin 2.
Dangane da rufewa, a cikin Fabrairu 2022 Ford ta ba da sanarwar dakatarwar ta wucin gadi ko sauya abin da ake samarwa a masana'antar samarwa ta Arewacin Amurka sakamakon karancin microchip.Wannan yana rinjayar samar da Ford Bronco da Explorer SUVs;Ford F-150 da Ranger pickups;da Ford Mustang Mach-E lantarki crossover;da Lincoln Aviator SUV a shuke-shuke a Michigan, Illinois, Missouri, da Mexico.
Duk da rufewar, Ford ya kasance mai kyakkyawan fata.Shugabannin kamfanin na Ford sun shaida wa masu zuba jari cewa yawan samar da wutar lantarki a duniya zai karu da kashi 10 zuwa 15 a gaba daya a shekarar 2022. Shugaba Jim Farley ya kuma bayyana a cikin rahoton shekara ta 2022 cewa, kamfanin na Ford na shirin ninka karfin kera motoci masu amfani da wutar lantarki nan da shekarar 2023 da nufin samar da motocin lantarki da ke wakiltar akalla a kalla. Kashi 40 na samfuran sa nan da 2030.
Mahimman Magani
Ko da menene dalilai ko sakamakon, ƙarancin semiconductor zai ci gaba da shafar masana'antar abin hawa na lantarki.Sakamakon sarkar samar da kayayyaki da al'amurran da suka shafi yanki suna haifar da ƙarancin ƙarancin, an sami babban yunƙuri don samun ƙarin masana'antu na semiconductor a Amurka.
Kamfanin GlobalFoundries a Malta, New York
Kirkirar Hoto: GlobalFoundries
Misali, kwanan nan Ford ya sanar da haɗin gwiwa tare da GlobalFoundries don haɓaka masana'antar guntu na gida kuma GM ta sanar da irin wannan haɗin gwiwa tare da Wolfspeed.Bugu da ƙari, gwamnatin Biden ta kammala "Kudirin Chips" wanda ke jiran amincewar majalisa.Idan an amince da shi, dala biliyan 50 na kudade za su tallafawa masana'antar guntu, bincike, da haɓakawa.
Duk da haka, tare da kashi 70 zuwa 80 cikin 100 na abubuwan da ake sarrafa batir na yanzu na na'urori masu auna sigina a China, dole ne samar da batir na Amurka ya haɓaka don samun damar yaƙi na rayuwa a masana'antar kera motoci da lantarki.
Don ƙarin labarai na abin hawa da na lantarki, duba tallace-tallacen motocin lantarki na Super Bowl LVI, motar lantarki mafi tsayi a duniya, da mafi kyawun tafiye-tafiyen hanya don ɗauka a cikin Amurka.
Lokacin aikawa: Jul-28-2022