Kev lag luam thoob ntiaj teb cov khoom siv hluav taws xob, muaj nqis ntawm USD 1.75 trillion hauv xyoo 2025, kwv yees tias yuav loj hlob 5.2% YoY mus rau USD 1.84 trillion hauv xyoo 2026, tsav los ntawm kev hloov kho tshiab ntawm lub grid, kev nthuav dav zog rov ua dua tshiab thiab kev tsim kho vaj tse AI. Txij li Q2 2026, kev tsis txaus cov qauv khoom siv, cov cai ntsuab yuav tsum tau ua thiab kev sib txawv ntawm kev thov hauv cheeb tsam tab tom hloov kho cov qauv kev lag luam thoob ntiaj teb.
Kev tsis txaus lub tshuab hluav taws xob ntev tseem yog qhov teeb meem loj tshaj plaws hauv kev lag luam, tsis muaj kev pab cuam ua ntej xyoo 2029. Cov chaw tsim khoom sab hnub poob tshaj tawm tias lub sijhawm ua khoom siv yog 120–210 lub lis piam (2–4 xyoos) rau cov khoom siv txheem, thaum Tebchaws Meskas ntsib qhov sib txawv ntawm 30%. Tuam Tshoj, suav txog 60% ntawm lub peev xwm tsim khoom thoob ntiaj teb, tau tshwm sim ua tus txha nqaj qaum tseem ceeb: nws cov khoom xa tawm transformer tau nce 40% YoY thaum Lub Ib Hlis-Lub Ob Hlis 2026, nrog rau kev xa tawm mus rau Tebchaws Meskas nce 182% YoY. Cov chaw tsim khoom Suav teb xa cov khoom siv transformer S11-M series txheem hauv 45 hnub, 3–4 npaug sai dua li qhov nruab nrab thoob ntiaj teb.
Kev vam meej ntawm AI tau tsim kom muaj kev thov tshiab heev. Ib lub chaw khaws ntaub ntawv 10,000-GPU siv hluav taws xob sib npaug rau 30,000 tsev neeg, ua rau kev nqis peev rau cov khoom siv hluav taws xob hauv chaw khaws ntaub ntawv hauv Tebchaws Meskas mus txog USD 65 billion txog xyoo 2030. 48% ntawm cov haujlwm chaw khaws ntaub ntawv AI hauv Tebchaws Meskas ntsib kev ncua sijhawm vim muaj cov khoom siv tsis txaus, thiab kev lag luam transformer AI thoob ntiaj teb tau teeb tsa kom loj hlob ntawm 64% CAGR txog xyoo 2027.
Yuav luag muaj 60 lub teb chaws tau siv cov qauv kev siv hluav taws xob kom zoo, thiab tshem tawm cov khoom siv hluav taws xob uas tsis ua haujlwm zoo. Kev thov thoob ntiaj teb rau PV thiab cov khoom siv hluav taws xob khaws cia hluav taws xob yuav loj hlob 32% YoY hauv xyoo 2026. Lub caij no, cov kev daws teeb meem hluav taws xob ntse nrog kev saib xyuas deb tau dhau los ua tus qauv rau 72% ntawm cov haujlwm lag luam thiab cov haujlwm rov ua dua tshiab, nrog rau Tuam Tshoj cov khoom xa tawm hluav taws xob ntse nce 49.5% YoY hauv Lub Ib Hlis-Lub Ob Hlis 2026.
Kev loj hlob hauv cheeb tsam sib txawv heev: Tebchaws Africa ua tus thawj coj ntawm 344% YoY (tsav los ntawm kev siv hluav taws xob hauv nroog), ua raws li Southeast Asia ntawm 151% YoY (kev tsiv chaw lag luam thiab cov chaw khaws ntaub ntawv).
Nyob rau hauv qhov xwm txheej no, cov neeg yuav khoom thoob ntiaj teb tab tom muab qhov tseem ceeb rau cov neeg muab khoom uas muaj peev xwm tsim khoom sib xyaw, cov khoom lag luam IEC / UL-certified thiab kev xa khoom sai. Cov chaw tsim khoom hauv Suav teb tau zoo nyob rau hauv qhov chaw zoo los ua kom tau raws li cov kev xav tau no thiab txhawb nqa kev hloov pauv hluav taws xob thoob ntiaj teb.
Ua ib lub tuam txhab muab kev pabcuam thoob ntiaj teb ntawm cov khoom siv fais fab ntse tag nrho cov kev daws teeb meem kev lag luam thiab lub tuam txhab tsim hluav taws xob sab saum toj hauv Suav teb,NEEG HLUAV TAWS XOBmuaj qhov chaw zoo tshaj plaws los daws qhov teeb meem kev tsis txaus khoom thoob ntiaj teb, kev xav tau xa khoom sai thiab kev xav tau kev txhim kho ntsuab thiab ntse hauv kev lag luam khoom siv hluav taws xob niaj hnub no. Peb lub peev xwm tsim khoom sib xyaw ua ke suav nrog kev tsim hluav taws xob, kev khaws cia, kev xa khoom, kev faib khoom thiab kev siv, nrog rau kev daws teeb meem hluav taws xob ua haujlwm tau zoo, ntse thiab rov ua dua tshiab uas ua raws li cov cai thoob ntiaj teb ntawm kev siv hluav taws xob. Peb muab cov khoom siv ruaj khov, tau ntawv pov thawj rau cov chaw khaws ntaub ntawv AI, kev hloov kho tshiab ntawm lub network, kev siv hluav taws xob hauv nroog thiab cov haujlwm tsiv chaw ua lag luam, ua rau cov neeg yuav khoom thoob ntiaj teb tuaj yeem tau txais cov khoom siv hluav taws xob txhim khu kev qha, xa khoom sai thiab yav tom ntej. Nrog kev paub txog kev ua haujlwm thoob ntiaj teb thoob ntiaj teb kev lag luam hluav taws xob & kev lag luam, PEOPLE ELECTRIC sawv cev rau koj tus khub ntseeg siab los ua kom muaj kev hloov pauv hluav taws xob sai thiab ruaj ntseg cov khoom siv hluav taws xob thoob ntiaj teb.
Lub sijhawm tshaj tawm: Tsib Hlis-07-2026
