Advanced Search:

Contact us

联系我们

Telephone:(852) 2838 3620

Email:sales@silverwing.com.hk

Address: Unit 2, 4/F, Kwai Cheong Centre, 50 Kwai Cheong Road, Kwai Chung, New Territories, Hong Kong

2020 New Energy Automobile Motor Electronic Control Industry Development Analysis

Source: Time:2020-07-20 00:01:55 views:

With the development of the new energy vehicle market, the motor and electronic control industry has also been simultaneously promoted. The overall development market has shown trends such as integration, modularization, and efficiency, and core technologies have become the foundation for enterprises.

1. Market performance of my country's new energy drive motor industry

In recent years, the overall installed capacity of new energy vehicle drive motors in my country has shown an upward trend. In 2019, affected by the overall cold market for new energy vehicles, the installed capacity has declined slightly.

Market performance in 2020: Affected by the epidemic, the installed capacity of drive motors fell sharply in February, and gradually picked up from March to May. In terms of development trends, drive motors are still dominated by the passenger car market and permanent magnet synchronous motors.

Automobile

2. my country's new energy vehicle motor electronic control market scale

There are big differences in the price of electric motor control for different models. According to the calculation of the annual reduction of the cost of electric control by 8% and the annual reduction of the cost of electric motor by 5%, the market size of electric motor control by 2020 will reach 29.5 billion yuan.

Automobile

Automobile


Data source: According to public information

3. my country's new energy vehicle drive motor competition pattern

The main players in the new energy vehicle drive motor market can be roughly divided into two categories: one is traditional vehicle companies with self-production capabilities or associated supply chains, such as BYD, BAIC, Xiamen Jinlong, Zhengzhou Yutong, etc.; the other is Suppliers that specialize in auto parts or electrical control products, such as Bosch, Continental, Shanghai Electric Drive, Shanghai Dajun, Inovance Technology, INVT, etc.

At present, leading passenger car and passenger car companies tend to equip their own motors. Third-party companies currently have obvious advantages in the field of small and medium passenger cars and special vehicles, but have a low penetration rate in the field of passenger cars.

The competitive landscape of my country's new energy drive motor industry


Automobile


Fourth, my country's new energy vehicle drive motor technology direction

At present, many companies are actively promoting product upgrades and developing "three-in-one" integrated products, and the products are moving towards lightweight, miniaturization and low-cost; with the mass production of new energy vehicles, the power system has become highly integrated , The trend of motor permanent magnet synchronization, high power density, multi-speed deceleration system, and diversified cooling system.


Automobile


Five, my country's new energy vehicle motor controller technology trend

Due to the relatively late start of power electronics technology, there is a large gap between the power density level of domestic motor controllers and foreign countries, and of course this gap is gradually narrowing. The main technical modules covered in the field of motor controllers include: electronic control modules (hardware circuits and corresponding control software), drivers (converting the control signal of the microcontroller to the motor into the driving signal for driving the power converter, and isolating the power signal and Control signal) and power conversion module (control the motor current). The current development trend mainly presents four major characteristics:

1. High security: more and more integrated functions, security requirements are getting higher and higher.

2. High power density: the shape and volume develop towards miniaturization along with the sub-assembly.

3. High voltage: The direction of GBT is 650V, and the design of IGBT is towards higher 750V and 1200V.

4. High-level EMC: The next step is to reach the class5 level.

Power modules are the bottleneck restricting the development of domestic motor controllers. In my country, semiconductor packaging companies have successively made devices that can be used in batches, and they are gradually becoming independent. Related industry support policies have also been introduced simultaneously. "Made in China 2025" pointed out: drive motors are very important components in the three fields of new energy vehicles, energy-saving vehicles, and automobile manufacturing; the "13th Five-Year Key R&D Plan" points out The development goal of the controller is to achieve power multiplication. By 2025, the power density based on silicon carbide devices will reach 32~36kW/L. This part mainly involves drive motors, power electronics, electric drive assemblies and motor controllers.

6. The development trend of my country's new energy automobile motor electronic control industry

The downturn in the new energy vehicle market and the decline in subsidies directly affect the financial strength of vehicle companies and reduce the ability and willingness of vehicle manufacturers to invest in parts and components. At present, OEMs are gradually spinning off their own parts and components business. The corresponding parts companies "take over" the original assembly development and production tasks of the OEMs, and the simultaneous development capabilities are increasing. "Large assembly" suppliers even "0.5 level supply" "Business" emerged. In terms of products, the motor and electronic control market is in the growth stage, but price competition is still fierce in the short term. Motor and electronic control suppliers that have technical advantages and are deeply bound with automakers are expected to become leading companies.

In the final analysis, development is still technological competition, and technological trends determine the future development direction. From the perspective of domestic development, there is still a lot of room for improvement in the major technical parameters (peak power, torque, power density, etc.) of electric motor control products. Overall, in the competition in the electric drive industry, whoever has the core technology will take the lead.

Industry trends: integration, modularization, high efficiency and digital intelligence are important development directions, and technological innovation is a new breakthrough point;

Enterprise layout: Foreign companies are accelerating the deployment of integrated new products, and many companies have entered the Chinese market. Local companies benefit from the rich domestic rare earth resources and have a greater advantage. At the same time, the power density of China's drive motors has been further improved. Flat wire process motors have begun to be applied in batches. Silicon carbide controllers have been successfully used in product vehicles. The high-speed reducer speed reaches 16000~ At 18000rpm, the positive development capabilities of local companies have gradually gained advantages.

Development direction: further integration of modules such as the electric drive system and the integrated high-voltage power distribution system for further integration.

                                          Home |  About us |  Product  |  Solution Provider  |   News |  Contact us  粤ICP备17091917号-1

                              HK Address: Unit 2, 4/F, Kwai Cheong Centre, 50 Kwai Cheong Road, Kwai Chung, New Territories, Hong Kong


Top