Ko te mākete taputapu hiko o te ao, e $1.75 trillion te uara i te tau 2025, e matapaetia ana ka tipu 5.2% ia tau ki te $1.84 trillion i te tau 2026, nā te whakahoutanga o te whatunga hiko, te whakawhānui ake i te pūngao hou me te hanganga hanganga AI. I te hauwhā tuarua o te tau 2026, ko te korenga o te tuku hanganga, ngā ture matomato ā-ture me te rerekētanga o te tono ā-rohe kei te huri i ngā tauira hokohoko o te ao.
Ko te korenga o ngā taputapu whakawhiti hiko mō te wā roa tonu te wero nui o te umanga, me te kore e tumanakohia he awhina i mua i te tau 2029. E ai ki ngā kaihanga o te Hauāuru, 120–210 wiki (2–4 tau) ngā wā arahi mō ngā waeine paerewa, ko te US ia e anga atu ana ki te 30% o te āputa tuku. Ko Haina, e 60% o te kaha whakaputa o te ao, kua puta hei poutokomanawa tuku nui: kua piki ake āna kaweake taputapu whakawhiti hiko mā te 40% YoY i te Hanuere–Hui-tanguru 2026, me ngā kaweake ki te US e piki ake ana mā te 182% YoY. Ka tukuna e ngā kaihanga Hainamana ngā taputapu whakawhiti hiko raupapa S11-M paerewa i roto i ngā rā 45, 3–4 ngā wā tere atu i te toharite o te ao.
Nā te puāwaitanga o te hangarau mohio (AI) kua puta he wāhanga tono hou e tere haere ana. Ka pau te hiko i tētahi pokapū raraunga kotahi me te 10,000-GPU, e rite ana ki te 30,000 whare, ā, ka eke te haumitanga ki ngā taputapu hiko o ngā pokapū raraunga o Amerika ki te USD 65 piriona i te tau 2030. E 48% o ngā kaupapa pokapū raraunga AI o Amerika ka whakaroahia nā te korenga o ngā taputapu, ā, kua whakaritea kia tipu te mākete whakawhiti hiko motuhake ki te AI i te 64% CAGR tae noa ki te tau 2027.
Tata ki te 60 ngā whenua kua whakatinana i ngā paerewa whai hua o te pūngao, me te whakamutu i ngā hua iti te whai hua. Ka piki te hiahia o te ao mō ngā taputapu hiko PV me te rokiroki pūngao mā te 32% i te tau 2026. I taua wā, kua noho ko ngā otinga hiko atamai me te aroturuki mamao hei paerewa mō te 72% o ngā kaupapa ahumahi me ngā kaupapa whakahou, me te pikinga o ngā kaweake hiko atamai a Haina mā te 49.5% i te tau i waenganui i a Hanuere–Pēpuere 2026.
He rerekē rawa te tipu ā-rohe: ko Āwherika te kaiārahi i te 344% YoY (nā te hiko o ngā taiwhenua i ārahi), ā, ko Āhia ki te Tonga-mā-rāwhiti i whai ake i te 151% YoY (te nekehanga ahumahi me ngā pokapū raraunga).
I runga i tēnei āhuatanga, kei te piki haere te aro o ngā kaihoko o te ao ki ngā kaiwhakarato he kaha hanga whakauru, he hua kua whakamanahia e te IEC/UL me te tuku tere. Kei te pai te tūnga o ngā kaihanga Hainamana ki te whakatutuki i ēnei hiahia me te tautoko i te whakawhiti pūngao o te ao.
Hei kaiwhakarato matua o te ao mō ngā taputapu hiko atamai mō ngā otinga mekameka-umanga katoa, me te kaihanga hiko matua o Haina,HIKO TANGATAKei te tino tika te tūnga ki te aro atu ki te korenga o ngā taonga o te ao, ngā tono tuku tere me ngā hiahia whakahou matomato me te mohio i roto i te mākete taputapu hiko o ēnei rā. Ko tā mātou kaha hanga whakauru e kapi ana i te whakaputa hiko, te rokiroki, te tuku, te tohatoha me te tono, me ngā otinga hiko tino whai hua, atamai me te rite ki te pūngao whakahou e tino tutuki ana i ngā ture whai hua o te pūngao o te ao. Ka whakaratohia e mātou he taonga pumau, whaimana mō ngā pokapū raraunga AI, te whakahoutanga whatunga, te hiko taiwhenua me ngā kaupapa nekehanga ahumahi, e āhei ai ngā kaihoko o te ao ki te whiwhi taputapu hiko pono, tuku tere me te ātete ki te heke mai. Me te wheako kaupapa kua whakamātauhia puta noa i ngā mākete hiko me te ahumahi o te ao, ko PEOPLE ELECTRIC te hoa pono hei whakatere i te whakawhiti pūngao me te whakarite i ngā hanganga hiko pakari puta noa i te ao.
Wā tuku: Mei-07-2026
