Giai \u0111o\u1ea1n ph\u00e2n t\u00edch: 2024-2025 | B\u1ea3n quy\u1ec1n: Industrial Analytics Group<\/strong><\/p>\n Ng\u00e0nh s\u1ea3n xu\u1ea5t m\u00e1y bi\u1ebfn \u00e1p l\u1ef1c<\/strong> v\u00e0 b\u1ed9 bi\u1ebfn \u0111\u1ed5i t\u0129nh \u0111i\u1ec7n<\/strong> \u0111ang ch\u1ee9ng ki\u1ebfn m\u1ed9t cu\u1ed9c c\u00e1ch m\u1ea1ng v\u1ec1 v\u1eadt li\u1ec7u v\u00e0 thi\u1ebft k\u1ebf. C\u00e1c t\u1eadp \u0111o\u00e0n h\u00e0ng \u0111\u1ea7u nh\u01b0 Siemens Energy v\u00e0 Hitachi Energy \u0111\u00e3 th\u01b0\u01a1ng m\u1ea1i h\u00f3a th\u00e0nh c\u00f4ng l\u00f5i t\u1eeb th\u00e9p v\u00f4 \u0111\u1ecbnh h\u00ecnh (amorphous metal)<\/strong> cho m\u00e1y bi\u1ebfn \u00e1p ph\u00e2n ph\u1ed1i, gi\u00fap gi\u1ea3m t\u1ed5n th\u1ea5t kh\u00f4ng t\u1ea3i t\u1eeb 60-70% so v\u1edbi th\u00e9p silicon truy\u1ec1n th\u1ed1ng. Trong l\u0129nh v\u1ef1c b\u1ed9 bi\u1ebfn \u0111\u1ed5i, c\u00f4ng ngh\u1ec7 b\u00e1n d\u1eabn Silicon Carbide (SiC)<\/strong> v\u00e0 Gallium Nitride (GaN)<\/strong> \u0111ang thay th\u1ebf IGBT th\u1ebf h\u1ec7 c\u0169, cho ph\u00e9p t\u1ea7n s\u1ed1 chuy\u1ec3n m\u1ea1ch cao h\u01a1n (tr\u00ean 50 kHz) v\u00e0 hi\u1ec7u su\u1ea5t \u0111\u1ea1t t\u1edbi 99% trong c\u00e1c \u1ee9ng d\u1ee5ng tr\u1ea1m s\u1ea1c si\u00eau nhanh v\u00e0 h\u1ec7 th\u1ed1ng l\u01b0u tr\u1eef n\u0103ng l\u01b0\u1ee3ng quy m\u00f4 l\u01b0\u1edbi.<\/p>\n Xu h\u01b0\u1edbng s\u1ed1 h\u00f3a (Digital Twin)<\/strong> c\u0169ng \u0111\u01b0\u1ee3c t\u00edch h\u1ee3p r\u1ed9ng r\u00e3i. C\u00e1c c\u1ea3m bi\u1ebfn IoT nh\u00fang trong m\u00e1y bi\u1ebfn \u00e1p l\u1ef1c cho ph\u00e9p gi\u00e1m s\u00e1t nhi\u1ec7t \u0111\u1ed9, \u0111\u1ed9 \u1ea9m v\u00e0 kh\u00ed h\u00f2a tan trong d\u1ea7u theo th\u1eddi gian th\u1ef1c, gi\u00fap b\u1ea3o tr\u00ec d\u1ef1 \u0111o\u00e1n v\u00e0 gi\u1ea3m th\u1eddi gian ng\u1eebng ho\u1ea1t \u0111\u1ed9ng ngo\u00e0i k\u1ebf ho\u1ea1ch. \u0110\u1ed1i v\u1edbi b\u1ed9 bi\u1ebfn \u0111\u1ed5i t\u0129nh \u0111i\u1ec7n, ki\u1ebfn tr\u00fac modular multilevel converter (MMC)<\/strong> \u0111ang tr\u1edf th\u00e0nh ti\u00eau chu\u1ea9n cho c\u00e1c d\u1ef1 \u00e1n truy\u1ec1n t\u1ea3i HVDC (High Voltage Direct Current) xuy\u00ean bi\u1ec3n v\u00e0 li\u00ean k\u1ebft l\u01b0\u1edbi \u0111i\u1ec7n kh\u00f4ng \u0111\u1ed3ng b\u1ed9.<\/p>\n Nhu c\u1ea7u m\u00e1y bi\u1ebfn \u00e1p l\u1ef1c t\u0103ng v\u1ecdt do s\u1ef1 b\u00f9ng n\u1ed5 c\u1ee7a c\u00e1c trang tr\u1ea1i gi\u00f3 ngo\u00e0i kh\u01a1i v\u00e0 \u0111i\u1ec7n m\u1eb7t tr\u1eddi t\u1eadp trung. M\u1ed7i d\u1ef1 \u00e1n gi\u00f3 ngo\u00e0i kh\u01a1i c\u00f4ng su\u1ea5t 1 GW c\u1ea7n trung b\u00ecnh 2-3 m\u00e1y bi\u1ebfn \u00e1p l\u1ef1c n\u1ec1n t\u1ea3ng (platform transformer) v\u00e0 h\u00e0ng tr\u0103m b\u1ed9 bi\u1ebfn \u0111\u1ed5i t\u0129nh \u0111i\u1ec7n cho h\u1ec7 th\u1ed1ng chuy\u1ec3n \u0111\u1ed5i n\u0103ng l\u01b0\u1ee3ng s\u00f3ng. Theo d\u1eef li\u1ec7u t\u1eeb Global Energy Monitor, c\u00f4ng su\u1ea5t \u0111i\u1ec7n t\u00e1i t\u1ea1o m\u1edbi to\u00e0n c\u1ea7u d\u1ef1 ki\u1ebfn \u0111\u1ea1t 650 GW v\u00e0o n\u0103m 2025, k\u00e9o theo nhu c\u1ea7u thi\u1ebft b\u1ecb bi\u1ebfn \u00e1p t\u0103ng 12-15% so v\u1edbi n\u0103m 2023.<\/p>\n Th\u1ecb tr\u01b0\u1eddng b\u1ed9 bi\u1ebfn \u0111\u1ed5i t\u0129nh \u0111i\u1ec7n \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y m\u1ea1nh m\u1ebd b\u1edfi: Th\u1eddi gian giao h\u00e0ng m\u00e1y bi\u1ebfn \u00e1p l\u1ef1c t\u0103ng l\u00ean 18-24 th\u00e1ng do thi\u1ebfu h\u1ee5t l\u00f5i th\u00e9p \u0111i\u1ec7n cao c\u1ea5p v\u00e0 t\u1ea5m \u0111\u1ed3ng tinh luy\u1ec7n. C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ch\u00e2u \u00c1 (Trung Qu\u1ed1c, \u1ea4n \u0110\u1ed9) \u0111ang t\u0103ng t\u1ed1c m\u1edf r\u1ed9ng c\u00f4ng su\u1ea5t, nh\u01b0ng v\u1eabn ch\u1ecbu \u00e1p l\u1ef1c t\u1eeb chi ph\u00ed nguy\u00ean li\u1ec7u \u0111\u1ea7u v\u00e0o t\u0103ng 8-10% trong n\u1eeda \u0111\u1ea7u n\u0103m 2024.<\/p>\n Trung Qu\u1ed1c hi\u1ec7n chi\u1ebfm h\u01a1n 45% s\u1ea3n l\u01b0\u1ee3ng m\u00e1y bi\u1ebfn \u00e1p l\u1ef1c to\u00e0n c\u1ea7u, v\u1edbi kim ng\u1ea1ch xu\u1ea5t kh\u1ea9u n\u0103m 2023 \u0111\u1ea1t 22 t\u1ef7 USD. C\u00e1c th\u1ecb tr\u01b0\u1eddng nh\u1eadp kh\u1ea9u ch\u00ednh bao g\u1ed3m Hoa K\u1ef3 (t\u0103ng tr\u01b0\u1edfng 18% so v\u1edbi n\u0103m 2022), \u1ea4n \u0110\u1ed9 v\u00e0 c\u00e1c n\u01b0\u1edbc ASEAN. Tuy nhi\u00ean, c\u00e1c bi\u1ec7n ph\u00e1p thu\u1ebf quan v\u00e0 y\u00eau c\u1ea7u v\u1ec1 h\u00e0m l\u01b0\u1ee3ng n\u1ed9i \u0111\u1ecba (nh\u01b0 \u0110\u1ea1o lu\u1eadt Gi\u1ea3m l\u1ea1m ph\u00e1t – IRA c\u1ee7a M\u1ef9) \u0111ang th\u00fac \u0111\u1ea9y xu h\u01b0\u1edbng khu v\u1ef1c h\u00f3a chu\u1ed7i cung \u1ee9ng<\/strong>. C\u00e1c nh\u00e0 m\u00e1y m\u1edbi \u0111ang \u0111\u01b0\u1ee3c x\u00e2y d\u1ef1ng t\u1ea1i Mexico, Morocco v\u00e0 Ba Lan \u0111\u1ec3 ph\u1ee5c v\u1ee5 th\u1ecb tr\u01b0\u1eddng \u0111\u1ecba ph\u01b0\u01a1ng.<\/p>\n Cu\u1ed9c \u0111ua v\u1ec1 ti\u00eau chu\u1ea9n hi\u1ec7u su\u1ea5t \u0111ang n\u00f3ng l\u00ean. Ch\u00e2u \u00c2u \u00e1p d\u1ee5ng quy \u0111\u1ecbnh EcoDesign (EU 2023\/826)<\/strong> y\u00eau c\u1ea7u m\u00e1y bi\u1ebfn \u00e1p m\u1edbi ph\u1ea3i \u0111\u1ea1t hi\u1ec7u su\u1ea5t t\u1ed1i thi\u1ec3u 98.5% (c\u1ea5p \u0111\u1ed9 Tier 2). Trong khi \u0111\u00f3, Trung Qu\u1ed1c \u0111\u1ea9y m\u1ea1nh ti\u00eau chu\u1ea9n GB 20052-2024, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng nh\u01b0ng c\u00f3 l\u1ed9 tr\u00ecnh th\u1ef1c thi nhanh h\u01a1n. \u0110i\u1ec1u n\u00e0y t\u1ea1o ra r\u00e0o c\u1ea3n k\u1ef9 thu\u1eadt cho c\u00e1c nh\u00e0 xu\u1ea5t kh\u1ea9u t\u1eeb \u0110\u00f4ng Nam \u00c1 v\u00e0 \u1ea4n \u0110\u1ed9.<\/p>\n C\u00e1c l\u1ec7nh tr\u1eebng ph\u1ea1t li\u00ean quan \u0111\u1ebfn xung \u0111\u1ed9t Nga-Ukraine v\u00e0 c\u0103ng th\u1eb3ng th\u01b0\u01a1ng m\u1ea1i M\u1ef9-Trung \u0111\u00e3 l\u00e0m gi\u00e1n \u0111o\u1ea1n ngu\u1ed3n cung c\u1ea5p kh\u00ed SF6 (d\u00f9ng trong m\u00e1y bi\u1ebfn \u00e1p c\u00e1ch \u0111i\u1ec7n kh\u00ed) v\u00e0 c\u00e1c linh ki\u1ec7n b\u00e1n d\u1eabn c\u00f4ng su\u1ea5t cao. C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u0111ang chuy\u1ec3n h\u01b0\u1edbng sang c\u00f4ng ngh\u1ec7 c\u00e1ch \u0111i\u1ec7n kh\u00f4 (dry-type transformer)<\/strong> v\u00e0 h\u1ee3p t\u00e1c v\u1edbi c\u00e1c nh\u00e0 cung c\u1ea5p b\u00e1n d\u1eabn t\u1eeb Nh\u1eadt B\u1ea3n (Rohm, Mitsubishi Electric) \u0111\u1ec3 gi\u1ea3m ph\u1ee5 thu\u1ed9c v\u00e0o chu\u1ed7i cung \u1ee9ng Trung Qu\u1ed1c.<\/p>\n Th\u1ecb tr\u01b0\u1eddng m\u00e1y bi\u1ebfn \u00e1p l\u1ef1c v\u00e0 b\u1ed9 bi\u1ebfn \u0111\u1ed5i t\u0129nh \u0111i\u1ec7n d\u1ef1 ki\u1ebfn t\u0103ng tr\u01b0\u1edfng k\u00e9p CAGR 8.2% trong giai \u0111o\u1ea1n 2024-2030, \u0111\u1ea1t quy m\u00f4 180 t\u1ef7 USD. C\u00e1c c\u00f4ng ty c\u00f3 l\u1ee3i th\u1ebf c\u1ea1nh tranh s\u1ebd l\u00e0 nh\u1eefng \u0111\u01a1n v\u1ecb \u0111\u1ea7u t\u01b0 m\u1ea1nh v\u00e0o v\u1eadt li\u1ec7u nano t\u1eeb t\u00ednh<\/strong> v\u00e0 h\u1ec7 th\u1ed1ng bi\u1ebfn \u0111\u1ed5i d\u1ef1a tr\u00ean AI<\/strong>. Tuy nhi\u00ean, r\u1ee7i ro v\u1ec1 thi\u1ebfu h\u1ee5t ngu\u1ed3n cung v\u00e0 b\u1ea3o h\u1ed9 th\u01b0\u01a1ng m\u1ea1i s\u1ebd gia t\u0103ng, \u0111\u00f2i h\u1ecfi c\u00e1c chi\u1ebfn l\u01b0\u1ee3c \u0111a d\u1ea1ng h\u00f3a th\u1ecb tr\u01b0\u1eddng v\u00e0 h\u1ee3p t\u00e1c c\u00f4ng ngh\u1ec7 song ph\u01b0\u01a1ng.<\/p>\n B\u00e1o c\u00e1o n\u00e0y d\u1ef1a tr\u00ean d\u1eef li\u1ec7u t\u1eeb BloombergNEF, IEA, v\u00e0 ph\u00e2n t\u00edch n\u1ed9i b\u1ed9 c\u1ee7a Industrial Analytics Group. M\u1ecdi quy\u1ebft \u0111\u1ecbnh \u0111\u1ea7u t\u01b0 c\u1ea7n tham kh\u1ea3o th\u00eam t\u01b0 v\u1ea5n chuy\u00ean nghi\u1ec7p.<\/em><\/p>\n h2{color:#23416b!important; border-bottom:2px solid #eee!important; padding-bottom:5px!important; margin-top:25px!important;} p{margin-bottom:1.5em!important; line-height:1.7!important;}<\/p>\n","protected":false},"excerpt":{"rendered":" B\u00e1o C\u00e1o Th\u1ecb Tr\u01b0\u1eddng Chuy\u00ean S\u00e2u: M\u00e1y Bi\u1ebfn \u00c1p L\u1ef1c v\u00e0 B\u1ed9 Bi\u1ebfn \u0110\u1ed5i T\u0129nh \u0110i\u1ec7n 1. T\u1ed5ng Quan V\u1ec1 \u0110\u1ed5i M\u1edbi C\u00f4ng Ngh\u1ec7
\n1. T\u1ed5ng Quan V\u1ec1 \u0110\u1ed5i M\u1edbi C\u00f4ng Ngh\u1ec7<\/h3>\n
2. \u0110\u1ed9ng L\u1ef1c C\u1ea7u Th\u1ecb Tr\u01b0\u1eddng<\/h3>\n
2.1. Chuy\u1ec3n d\u1ecbch n\u0103ng l\u01b0\u1ee3ng t\u00e1i t\u1ea1o<\/h4>\n
2.2. \u0110i\u1ec7n kh\u00ed h\u00f3a giao th\u00f4ng v\u00e0 trung t\u00e2m d\u1eef li\u1ec7u<\/h4>\n
\n– Tr\u1ea1m s\u1ea1c xe \u0111i\u1ec7n (EV):<\/strong> C\u00e1c tr\u1ea1m s\u1ea1c si\u00eau nhanh 350 kW y\u00eau c\u1ea7u b\u1ed9 bi\u1ebfn \u0111\u1ed5i DC-DC c\u00f4ng su\u1ea5t cao v\u1edbi kh\u1ea3 n\u0103ng \u0111i\u1ec1u ch\u1ec9nh \u0111i\u1ec7n \u00e1p linh ho\u1ea1t.
\n– Trung t\u00e2m d\u1eef li\u1ec7u (Data Center):<\/strong> S\u1ef1 gia t\u0103ng c\u1ee7a AI t\u1ea1o sinh (generative AI) \u0111\u00f2i h\u1ecfi ngu\u1ed3n \u0111i\u1ec7n \u1ed5n \u0111\u1ecbnh, hi\u1ec7u su\u1ea5t cao. C\u00e1c h\u1ec7 th\u1ed1ng UPS (Uninterruptible Power Supply) th\u1ebf h\u1ec7 m\u1edbi s\u1eed d\u1ee5ng b\u1ed9 bi\u1ebfn \u0111\u1ed5i t\u0129nh \u0111i\u1ec7n SiC \u0111\u1ec3 gi\u1ea3m k\u00edch th\u01b0\u1edbc v\u00e0 t\u0103ng m\u1eadt \u0111\u1ed9 c\u00f4ng su\u1ea5t l\u00ean 30-40%.<\/p>\n2.3. Y\u1ebfu t\u1ed1 chu\u1ed7i cung \u1ee9ng<\/h4>\n
3. \u0110\u1ed9ng Th\u00e1i Th\u01b0\u01a1ng M\u1ea1i To\u00e0n C\u1ea7u<\/h3>\n
3.1. C\u1ea5u tr\u00fac xu\u1ea5t nh\u1eadp kh\u1ea9u<\/h4>\n
3.2. C\u1ea1nh tranh c\u00f4ng ngh\u1ec7 v\u00e0 ti\u00eau chu\u1ea9n<\/h4>\n
3.3. R\u1ee7i ro \u0111\u1ecba ch\u00ednh tr\u1ecb<\/h4>\n
\nK\u1ebft Lu\u1eadn v\u00e0 D\u1ef1 B\u00e1o<\/h3>\n
\n
\nGiai \u0111o\u1ea1n ph\u00e2n t\u00edch: 2024-2025 | B\u1ea3n quy\u1ec1n: Industrial Analytics Group<\/p>\n
\nNg\u00e0nh s\u1ea3n xu\u1ea5t m\u00e1y bi\u1ebfn \u00e1p l\u1ef1c v\u00e0 b\u1ed9 bi\u1ebfn \u0111\u1ed5i t\u0129nh \u0111i\u1ec7n \u0111ang ch\u1ee9ng ki\u1ebfn m\u1ed9t cu\u1ed9c c\u00e1ch m\u1ea1ng v\u1ec1 v\u1eadt li\u1ec7u v\u00e0 thi\u1ebft k\u1ebf. C\u00e1c <\/p>\n","protected":false},"author":126,"featured_media":0,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","footnotes":""},"categories":[357],"tags":[7171,5214,1583,2857,909],"class_list":["post-3622","post","type-post","status-publish","format-standard","hentry","category-power-transformers","tag-bo-bien-doi-tinh-dien","tag-may-bien-ap-luc","tag-nang-luong-tai-tao","tag-sic-gan","tag-thuong-mai-toan-cau"],"_links":{"self":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/posts\/3622","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/users\/126"}],"replies":[{"embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3622"}],"version-history":[{"count":0,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=\/wp\/v2\/posts\/3622\/revisions"}],"wp:attachment":[{"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3622"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3622"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/a.slayhot.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3622"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}