Analysis of low-altitude economic eVTOL motors and industry chain

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As an emerging field, low-altitude economy continues to receive increasing policy support. Recently, the National Development and Reform Commission has established a new Low-altitude Economic Development Department, which is responsible for formulating and implementing low-altitude economic development strategies, medium- and long-term development plans, and coordinating and resolving related major issues.

In 2024, various parts of the country have introduced policies to seize the low-altitude economy and compete to build a “low-altitude city”. According to incomplete statistics from Venture Capital Daily reporters, ten provinces and cities, including Beijing, Anhui, Jiangxi, Chongqing, Guangzhou, Guiyang, Wuhan, Suzhou, Wuxi, and Shenyang, have established low-altitude economic industry funds. The largest fund has reached 20 billion yuan, and the total scale has exceeded 100 billion yuan.

The Civil Aviation Administration of China predicts that by 2025, the market size of my country’s low-altitude economy is expected to reach 1.5 trillion yuan, and by 2035 it is expected to climb to 3.5 trillion yuan. In 2024, which is known as the first year of the low-altitude economy, new trends are also emerging on the financing side: the low-altitude economy has become one of the most favored investment tracks for state-owned assets and government-guided funds this year, and state-owned assets and government investment platforms are actively pouring into this field.

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Overview of Low-Altitude Economical eVTOL Motors

The motor is an important part of the eVTOL electric power system. The electric energy of the power battery or fuel cell is used to drive the ducted fan or rotor through the motor. The power density of the motor directly affects the payload capacity of the eVTOL. The motor’s wide range of variable operating conditions, reliability and environmental adaptability are important factors that determine the power characteristics and safety of the eVTOL.

eVTOL has high requirements for motor efficiency and torque density, and permanent magnet synchronous motors are a very promising solution for electric propulsion power systems. Compared with DC motors and induction motors, permanent magnet synchronous motors have advantages such as high power density, wide speed regulation range, and large electromagnetic torque. In addition, their ability to maintain full torque is very suitable for the power requirements of eVTOL during takeoff and landing, making them a very promising solution for electric propulsion power systems. Current electric vertical take-off and landing aircraft, such as JobyS4, Archer, Midnight, etc., all use permanent magnet synchronous motors.

The aviation grade of eVTOL motors builds its high-barrier product characteristics. Overall, eVTOL motors need to reach aviation grade and need to have high safety, high environmental adaptability, high power density, high torque, efficient heat dissipation and other characteristics. Therefore, the product development difficulty is higher than that of automotive motors.

https://www.xdmotor.tech/

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Analysis of the industrial chain of low-altitude economic eVTOL motor industry

The upstream of the low-altitude economic eVTOL motor industry chain mainly involves the production and supply of motor raw materials. The main raw materials required for eVTOL motor production include silicon steel, CoFe alloy, amorphous materials, electronic components, carbon nanotube wires, enameled wires, bearings, etc. The quality and cost of these raw materials directly affect the performance and manufacturing cost of the motor.

Motor manufacturers in the middle of the industry chain design and manufacture motors according to the needs of eVTOL. This includes not only the manufacture and assembly of key components such as motor stators, rotors, and windings, but also the research and development and production of motor control systems to achieve precise control and optimized operation of the motors.

The motor is integrated into the eVTOL and works with other systems (such as energy systems, avionics systems, flight control systems, etc.) to achieve vertical take-off and landing and flight control of the aircraft. The downstream of the eVTOL motor includes the eVTOL machine manufacturers, operators and maintenance service providers, etc. They are responsible for integrating the motor into the eVTOL machine and manufacturing, operating and maintaining the aircraft.


Post time: Feb-13-2025
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