As a big producer of new energy vehicles, how many independent technologies do we have?

According to the statistics of China Automobile Association, the production and sales volume of 2012.42 million vehicles and12.06 million vehicles in China decreased by 2.3% and the sales volume decreased by 4% respectively. This is the first year-on-year decline in the annual sales of new energy vehicles in China in recent 10 years, which is also 2065438. However, even in this environment, it failed to shake the global dominant position of China's new energy vehicle market. According to EVsales data, the global sales of new energy vehicles reached nearly 22 10000 in 2065,438+09, which means that China contributed more than 50% of the new energy vehicle market share in 2065,438+09. In terms of market share, China is undoubtedly the largest producer and seller of new energy vehicles in the world.

Of course, the reason why new energy vehicles can flourish in the domestic market is inseparable from the promotion of policies and the positive response of various car companies, which has given great impetus to new energy vehicles. However, the market belongs to the market and technology belongs to technology. In recent years, with the decentralization of the new energy vehicle market, major car companies have entered the new energy vehicle market one after another, and are also developing more advanced new energy vehicle technologies. But when it comes to technology, we will inevitably compare it with foreign technologies from the standpoint of the country, especially for China, where the production and sales volume are the first. What is the core technical performance of new energy vehicles?

When it comes to new energy vehicle technology in China, I believe that many people think of domestic battery technology first. After owning Contemporary Ampere Technology Co., Ltd. and BYD, two companies focusing on the research of new energy power batteries, domestic power battery technology is also rising rapidly. After realizing domestic production, Tesla also chose to cooperate with Contemporary Ampere Technology Co., Ltd., and the future models will be equipped with batteries provided by Contemporary Ampere Technology Co., Ltd. You know, Tesla Model 3 now uses Panasonic and LG, and now it cooperates with Contemporary Ampere Technology Co., Ltd., which also means that this company, which led the new energy vehicle market from the beginning, has recognized China's battery technology.

Moreover, in April this year, DeepTech and CB Insights (here referring to world-class authoritative venture capital data companies) will regularly publish the economic development trend and the list of unicorn companies, which is very authoritative for the domestic power battery market. According to the choice of domestic power batteries and upstream and downstream enterprises, the list is classified according to the three technical routes of fuel cells, lithium-ion (liquid) batteries and solid-state batteries, and Yihuatong, Contemporary Amperex Technology Co., Ltd. and Huineng Technology are listed as representative enterprises respectively.

For Contemporary Ampere Technology Co., Ltd., the reason given in the list is that after nearly ten years of barbaric growth, Contemporary Ampere Technology Co., Ltd. has become the world's largest battery manufacturer with a market value of more than 250 billion. After the double competition of BYD, the current competitors of Contemporary Ampere Technology Co., Ltd. are Panasonic, Samsung SDI and LG Chem.

On the other hand, BYD also has quite good attainments in the field of power batteries. For example, the blade battery introduced by BYD some time ago has achieved a higher cruising range by changing its internal structure. At the same time, the cooling function of blade battery is better than that of ordinary battery, and the safety is naturally improved.

At present, drive motors are mainly divided into DC motors, AC motors and hub motors. Among them, DC and AC motors can be further divided. At present, the industry pays more attention to AC asynchronous motor, permanent magnet synchronous motor and switched reluctance motor. Through the comparative analysis of several common motors, it is known that permanent magnet synchronous motor has the advantages of high efficiency, wide speed range, small volume, light weight, high power density and low cost, and has become the main driving motor in the pure electric passenger car market.

However, there is a certain gap between domestic motor technology and foreign advanced level. It is understood that the proportion of invention patents reflecting the technical level of motor in China is only 50%, far below the level of 90% abroad. But also needs to be further improved in terms of lightweight and integration. At present, the integration of "motor+drive" has been realized abroad. Therefore, in terms of lightweight, China brand new energy vehicles still have relative shortcomings.

To say that the technology of new energy vehicles in China needs to be improved, that is, electronic control technology. In electronic control technology, IGBT (Insulated Gate Bipolar Transistor) technology is the core of current electronic control technology. In the cost structure of new energy vehicles, the cost of power battery is the highest, followed by IGBT. As one of the "dual-cores" with the same name as power battery cells, IGBT, which accounts for about 5% of the vehicle cost, is becoming more and more important. However, there is still a certain gap between domestic IGBT technology and foreign technology. 70% of IGBT in electronic control comes from overseas enterprises, and only the remaining 30% is solved by self-construction and outsourcing. For a long time, domestic IGBT has been imported by international giants such as Infineon and Mitsubishi, and it is hard to find a core.

But just some time ago, the BYD IGBT project with a total investment of 654.38 billion yuan was officially started in Changsha. The project has designed a production line with an annual output of 250,000 8-inch wafers, which can meet the production demand of 500,000 new energy vehicles every year. At present, the production capacity of BYD IGBT chip wafer has reached 50,000 pieces/month, and it is estimated that it will reach 65,438+10,000 pieces/month in 2002/kloc-0, and it can supply10.2 million new energy vehicles a year, which is equivalent to the total sales of new energy vehicles in 20 19 years. From this information, we can see that China brand has officially broken the pattern that IGBT was monopolized by foreign enterprises before, and its technology display will become more and more reliable. And BYD has officially reached a cooperation with Huawei. The former has a leading industry technology display in the field of new energy vehicles, while the latter has the world's top technical strength in 5G and intelligent technologies. The combination of the two will bring us different new energy vehicles.

Generally speaking, China's new energy vehicle technology has decisive strength in the global scope. Although its performance in some areas is still relatively lacking, automobile manufacturers have already laid out in advance. I believe that in the future, China's new energy vehicle technology will lead the world and become the most advanced new energy vehicle country in the world. For automobile manufacturers, new energy vehicle technology may be another outlet for China brand. Once new energy vehicles are popularized, the world status of China automobile brands will make a qualitative leap.

(Article with map source network, invasion and deletion)

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.