Bonjour
Lu sur Internet : ca craint pour les brushless non chinois
According to the new report on the world
linear and torque motor market by IMS Research, the biggest threat to
the market is the continuity of supply of rare-earth magnets, as the
latest reports show that the Chinese Government intends to cut export
quotas of rare earth material by 35% for the first half of 2011.
It is widely accepted that China produces 97% of the
world's rare-earth material and so controls the world market for it.
According to China Custom Statistics, in 2010 China exported 39,813
tonnes of rare earth material, much less than the nine-year average of
60,000 tonnes a year (As estimated by www.chinamining.org).
The market for linear and torque motors had recovered to pre-downturn
levels by the end of 2010 and is set for further strong growth in 2011
and 2012. It poses several questions; how are direct-drive motor
manufacturers going to ensure continuity of supply of rare-earth
magnetic components, and what is the motivation behind the Chinese
Government's manipulation of rare-earth supply? Is it simply driving up
the price of a commodity under its control, or is it looking to increase
local value-added production and level of technology?
The increasing number of direct-motor manufacturers opening
production facilities in China or entering into partnerships with
Chinese companies to produce rare-earth magnetic components suggests the
latter. With the price of rare-earth material increasing with
restricted exports, China is making a healthy profit made from those
companies that choose to import rare earth raw materials - a win-win
situation.
Louis
