雷諾日產三菱將組汽車聯盟 電動車投資金額達300億歐元
Date: 2022-02-16
News Type:
據《路透》1月24日報導,市場傳出由雷諾、日產、三菱組成的企業聯盟,在電動車的共同研發方面,投資金額將累計至 300 億歐元、是原先 3 倍。主要原因在於,和新興車廠之間的激烈競爭、也預料電動車的需求擴大,盼能深化彼此間的合作關係。
剛結束的CES 2022(美國消費電子展),電動車仍是最大亮點之一,除了全球各大車廠包括豐田、通用、克萊斯勒等,也加入了SONY與越南最大企業集團Vingroup進軍電動車市場。此外根據國際能源署(IEA)發布的「2021年全球電動車展望」報告指出,2020年電動車的新車掛牌數激增41%,但同期全球新車掛牌數卻萎縮六分之一,凸顯出電動車迅速成長的趨勢,預估2020~2030年間全球電動車銷售量將以28.7%年複合成長率(CAGR)成長。
電動車成長也有助於車用電路板的使用量增加。據統計,電動車的電路板用量是油車的1~2倍,油車每輛車的電路板平均用量約為0.5m2,油電混合車的平均使用量介於0.5~1m2,而插電式/純電車/燃料電池車等的平均使用量則在1m2以上。目前車用板應用還是以油車為主,約佔84%比重,但隨著電動車普及、帶動電路板用量增加,預估到2030年,電動車將成為車用板的主要應用,比重達63%,整體電動車車用板使用量的年複合成長率將為19.1%。
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