全球風力供應鏈趨勢系列 - 第4回:風力發電機傳動系統、機艙零組件的供應鏈趨勢(2022年)

本報告提供風力價值鏈的最新趨勢，及主要資本零組件(葉片，變速箱，轉換器，發電機，軸承，塔，鑄件，鍛造品等)的最新趨勢，主要領域的供應鏈的發展深入分析。以風力價值鏈的傳動系統、機艙零組件趨勢為焦點。識別傳動系統製造的全球供需趨勢，徹底分析，產品主導考察，以及傳動系統、機艙零組件供給的盈利的勞動和關於物流的影響定義成本的演進。

Report Summary:

Wood Mackenzie's ‘Global wind supply chain trends 2022’ series deep dives into supply chain developments across key areas, including the latest trends on the wind value chain and on key capital components such as blades, gearboxes, converters, generators, bearings, towers and castings and forgings. This fourth piece analyses drivetrains and nacelle components' trends across the wind value chain. It identifies global supply and demand trends for drivetrain manufacturing, thoroughly analysing cost evolution and providing commodity-driven insights, while defining the labour and logistics impact on drivetrain and nacelle component supply profitability.