Imakethi yezixhobo zombane yehlabathi, exabisa i-USD 1.75 trillion ngo-2025, kulindeleke ukuba ikhule nge-5.2% ukuya kwi-USD 1.84 trillion ngo-2026, iqhutywa kukuphuculwa kwegridi, ukwandiswa kwamandla avuselelekayo kunye nokwakhiwa kweziseko zophuhliso ze-AI. Ukusukela kwikota yesibini ka-2026, ukunqongophala kobonelelo lwezakhiwo, imithetho eyimfuneko yokusingqongileyo kunye nokwahluka kweemfuno zengingqi kutshintsha iipatheni zorhwebo lwehlabathi.
Ukunqongophala kwe-transformer yamandla ixesha elide kuseyeyona ngxaki iphambili kushishino, kungekho ncedo lulindelekileyo ngaphambi kowama-2029. Abavelisi baseNtshona baxela amaxesha okukhokela eeveki ezili-120-210 (iminyaka emi-2-4) kwiiyunithi ezisemgangathweni, ngelixa i-US ijongene nomsantsa wokubonelela ngama-30%. I-China, ebala i-60% yamandla emveliso yehlabathi, ivele njengesiseko sokubonelela esibalulekileyo: ukuthunyelwa kwayo kwe-transformer kunyuke ngama-40% ngonyaka ngoJanuwari-Februwari 2026, kunye nokuthunyelwa kwamanye amazwe e-US kunyuke nge-182% ngonyaka. Abavelisi baseTshayina banikezela ii-transformer ezisemgangathweni ze-S11-M kwiintsuku ezingama-45, amaxesha ama-3-4 ngokukhawuleza kunomndilili wehlabathi.
Ukwanda kwe-AI kudale icandelo elitsha lemfuno elinamandla. Iziko ledatha elinye le-10,000-GPU lisebenzisa amandla alingana namakhaya angama-30,000, nto leyo ekhokelela utyalo-mali kwizixhobo zamandla zeziko ledatha laseMelika ukuya kwi-USD 65 yeebhiliyoni ngo-2030. Ama-48% eeprojekthi zeziko ledatha le-AI laseMelika ajongene nokulibaziseka ngenxa yokunqongophala kwezixhobo, kwaye imakethi ye-transformer ye-AI ekhethekileyo yehlabathi imiselwe ukukhula kwi-64% CAGR ukuya kuthi ga ngo-2027.
Phantse amazwe angama-60 asebenzise imigangatho yokusetyenziswa kwamandla okunyanzelekileyo, ephelisa iimveliso ezingasebenzi kakuhle. Imfuno yehlabathi yezixhobo zombane ze-PV kunye nokugcina amandla iya kukhula nge-32% ngonyaka ka-2026. Okwangoku, izisombululo zombane ezikrelekrele ezineliso elikude ziye zaba yinto eqhelekileyo kwi-72% yeeprojekthi zoshishino nezivuselelekayo, kunye nokuthunyelwa kombane okukrelekrele eTshayina kunyuke nge-49.5% ngonyaka ka-Januwari ukuya ku-Februwari 2026.
Ukukhula kwengingqi kuyahluka kakhulu: I-Afrika ikhokela kwi-344% YoY (eqhutywa kukufakelwa kombane emaphandleni), ilandelwe yi-Southeast Asia kwi-151% YoY (ukufuduswa kwemizi-mveliso kunye namaziko edatha).
Ngenxa yesi sizathu, abathengi behlabathi baya bebeka phambili ababoneleli abanomthamo wokuvelisa odibeneyo, iimveliso eziqinisekisiweyo yi-IEC/UL kunye nokuhanjiswa ngokukhawuleza. Abavelisi baseTshayina bakwimeko entle yokuhlangabezana nezi mfuno kunye nokuxhasa utshintsho lwamandla lwehlabathi.
Njengomboneleli okhokelayo kwihlabathi liphela wezisombululo zezixhobo zamandla ezikrelekrele kushishino olupheleleyo kunye nomenzi wombane ophambili waseTshayina,UMBANE WABANTUikwindawo efanelekileyo yokujongana nokunqongophala kobonelelo olungxamisekileyo lwehlabathi, iimfuno zokuhanjiswa ngokukhawuleza kunye neemfuno zokuphucula okuluhlaza okwesibhakabhaka kunye nobulumko kwimarike yezixhobo zombane yanamhlanje. Amandla ethu okuvelisa adibeneyo agubungela ukuveliswa kwamandla, ukugcinwa, ukuhanjiswa, ukusasazwa kunye nokusetyenziswa, ngezisombululo zombane ezisebenzayo kakhulu, ezikrelekrele nezihlaziyekayo ezihambelana namandla ahambelana ngokupheleleyo nemithetho enyanzelekileyo yokusebenzisa amandla kwihlabathi liphela. Sinikezela ngezixhobo ezizinzileyo neziqinisekisiweyo zamaziko edatha e-AI, ukuhlaziywa kwegridi, ukufakelwa kombane emaphandleni kunye neeprojekthi zokufuduka kwemizi-mveliso, sinika abathengi behlabathi lonke ithuba lokufumana izixhobo zamandla ezinokuthenjwa, ezihanjiswa ngokukhawuleza nezingenakutshintshwa kwixesha elizayo. Ngamava aqinisekisiweyo eprojekthi kwiimarike zamandla zehlabathi kunye nemizi-mveliso, i-PEOPLE ELECTRIC ime njengeqabane lakho elithembekileyo lokukhawulezisa utshintsho lwamandla kunye nokukhusela iziseko zamandla ezizinzileyo kwihlabathi liphela.
Ixesha leposi: Meyi-07-2026
