Nyob rau hauv cov qauv 400V ib txwm muaj, cov hlau nplaum tas mus licov cavlawv feem ntau yuav raug cua sov thiab demagnetization nyob rau hauv cov xwm txheej tam sim no siab thiab ceev ceev, ua rau nws nyuaj rau txhim kho lub zog tag nrho ntawm lub cev muaj zog. Qhov no muab lub sijhawm rau 800V architecture kom ua tiav lub zog ntawm lub cev muaj zog ntau dua nyob rau hauv tib lub zog tam sim no. Nyob rau hauv 800V architecture, lublub cev muaj zogntsib ob qhov yuav tsum tau ua tseem ceeb: kev tiv thaiv xeb ntawm cov kabmob thiab kev ua haujlwm rwb thaiv tsev zoo dua.
Cov Qauv Kev Siv Tshuab:
Txoj kev ua haujlwm ntawm lub cev muaj zog winding: xaim tiaj tus. Lub cev muaj zog xaim tiaj tus yog hais txog ib qholub cev muaj zoguas siv lub stator winding tooj liab tiaj tiaj (tshwj xeeb yog lub tshuab hluav taws xob synchronous tas mus li). Piv nrog lub tshuab hluav taws xob hlau puag ncig, lub tshuab hluav taws xob hlau tiaj tiaj muaj qhov zoo xws li qhov me me, qhov siab ntawm qhov puv, lub zog ceev ceev, kev ua tau zoo NVH, thiab kev ua tau zoo dua thermal conductivity thiab kev ua haujlwm dissipation. Nws tuaj yeem ua tau zoo dua rau kev ua tau zoo ntawm lub teeb yuag, lub zog ceev ceev, thiab lwm yam kev xav tau kev ua tau zoo hauv qab cov platforms hluav taws xob siab, Tib lub sijhawm, nws tuaj yeem txo qhov teeb meem xeb ntawm cov kabmob uas tshwm sim los ntawm kev tawg ntawm cov roj zaj duab xis thiab kev tsim cov ncej tam sim no thaum lub zog ntawm ncej siab.
1. Kev siv tshuab txias ntawm lub cev muaj zog: txias roj. Kev txias roj daws qhov tsis zoo ntawm kev siv tshuab txias dej los ntawm kev txo qhov ntim ntawm lub cev muaj zog thiab nce lub zog. Qhov zoo ntawm kev txias roj yog tias cov roj muaj cov khoom tsis conductive thiab tsis muaj magnetic, kev ua haujlwm rwb thaiv tsev zoo dua, thiab tuaj yeem tiv tauj ncaj qha rau cov khoom sab hauv ntawm lub cev muaj zog. Nyob rau hauv tib qho kev ua haujlwm, qhov kub sab hauv ntawm cov roj txiascov cavyog li ntawm 15% qis dua li cov uas txias dejcov cav, ua rau nws yooj yim dua rau lub cev muaj zog kom dissipate cua sov.
Kev tswj hluav taws xob: SiC lwm txoj kev daws teeb meem, qhia txog qhov zoo ntawm kev ua tau zoo
Txhim kho kev ua haujlwm kom zoo, txo kev siv hluav taws xob, thiab txo qhov ntim. Nrog kev nce qib ntawm 800V high voltage ua haujlwm platform rau roj teeb, cov kev xav tau siab dua tau muab tso rau pem hauv ntej rau cov khoom cuam tshuam nrog kev tsav tsheb hluav taws xob thiab kev tswj hwm hluav taws xob.
Raws li cov ntaub ntawv los ntawm Fodie Power, cov khoom siv silicon carbide muaj cov txiaj ntsig zoo li nram no hauv kev siv cov khoom tswj lub cev muaj zog:
1. Nws tuaj yeem txhim kho qhov ua tau zoo ntawm cov khoom thauj tsawg hauv lub tshuab hluav taws xob tswj hwm, ua rau lub tsheb ntau ntxiv los ntawm 5-10%;
2. Ua kom lub zog ceev ntawm tus maub los ntawm 18kw / L mus rau 45kw / L, uas yog qhov zoo rau miniaturization;
3. Ua kom thaj chaw ua haujlwm tau zoo dua qub los ntawm 6%, thiab ua kom thaj chaw nruab nrab thiab qis ua haujlwm tau zoo dua qub los ntawm 10%;
4. Qhov ntim ntawm cov qauv tswj hwm hluav taws xob silicon carbide raug txo los ntawm 40%, uas tuaj yeem txhim kho kev siv qhov chaw thiab pab txhawb kev txhim kho ntawm miniaturization.
Kev suav qhov chaw tswj hluav taws xob: Qhov loj ntawm kev ua lag luam yuav ncav cuag 2.5 billion yuan,
Peb xyoos CAGR189.9%
Rau qhov kev suav qhov chaw ntawm tus maub los tswj lub cev muaj zog hauv qab tus qauv tsheb 800V, peb xav tias:
1. Lub tsheb fais fab tshiab nyob rau hauv lub platform high-voltage muaj ib pawg ntawm cov tswj lub cev muaj zog lossis lub rooj sib dhos tsav hluav taws xob;
2. Tus nqi ntawm ib lub tsheb: Raws li cov nyiaj tau los / kev muag khoom ntawm cov khoom sib xws tshaj tawm hauv daim ntawv qhia txhua xyoo 2021 ntawm Intel, tus nqi yog 1141.29 yuan / teeb. Xav txog tias kev nrov npe thiab kev txhawb nqa ntawm cov khoom siv silicon carbide hauv kev lag luam ntawm cov khoom tswj hwm hluav taws xob yav tom ntej yuav ua rau muaj kev nce nqi ntawm cov khoom, peb xav tias tus nqi ib chav yuav yog 1145 yuan / teeb hauv xyoo 2022 thiab nce ntxiv txhua xyoo.
Raws li peb cov kev xam, xyoo 2025, qhov chaw ua lag luam hauv tsev thiab thoob ntiaj teb rau cov tswj hluav taws xob ntawm lub platform 800V yuav yog 1.154 billion yuan thiab 2.486 billion yuan, raws li. CAGR rau xyoo 22-25 yuav yog 172.02% thiab 189.98%.
Lub zog fais fab ntawm lub tsheb: Daim ntawv thov SiC, txhawb kev txhim kho ntawm 800V
Hais txog kev txhim kho kev ua tau zoo ntawm cov khoom: Piv rau cov raj silicon MOS ib txwm muaj, cov raj silicon carbide MOS muaj cov yam ntxwv zoo heev xws li kev tiv thaiv kev coj mus los tsawg, kev tiv thaiv hluav taws xob siab dua, cov yam ntxwv zoo ntawm qhov zaus siab, kev tiv thaiv kub siab, thiab lub peev xwm sib txuas me me heev. Piv nrog rau cov khoom siv fais fab hauv tsheb (OBC) uas muaj Si, nws tuaj yeem ua rau muaj kev hloov pauv zaus, txo qhov ntim, txo qhov hnyav, txhim kho qhov ceev ntawm lub zog, thiab ua kom muaj txiaj ntsig zoo. Piv txwv li, qhov zaus hloov pauv tau nce 4-5 zaug; Txo qhov ntim li 2 zaug; Txo qhov hnyav 2 zaug; Qhov ceev ntawm lub zog tau nce ntxiv los ntawm 2.1 mus rau 3.3kw / L; Kev txhim kho kev ua haujlwm los ntawm 3% +.
Kev siv cov khoom siv SiC tuaj yeem pab cov khoom siv hluav taws xob hauv tsheb ua raws li cov qauv xws li lub zog ceev ceev, kev hloov pauv siab, thiab kev ua kom me me, thiab hloov kho zoo dua rau qhov xav tau ntawm kev them ceev thiab kev txhim kho ntawm 800V platforms. Kev siv cov khoom siv hluav taws xob SiC hauv DC / DC kuj tseem tuaj yeem coj kev tiv thaiv hluav taws xob siab, kev poob qis, thiab lub teeb rau cov khoom siv.
Hais txog kev tsim kev loj hlob ntawm kev lag luam: Yuav kom hloov kho tau raws li cov khoom siv them ceev ceev 400V DC ib txwm muaj, cov tsheb uas muaj lub platform voltage 800V yuav tsum tau nruab nrog lub converter DC/DC ntxiv kom txhawb 400V mus rau 800V rau DC them ceev ceev ntawm cov roj teeb fais fab, uas ua rau muaj kev thov ntau ntxiv rau cov khoom siv DC/DC. Tib lub sijhawm, lub platform high-voltage kuj tau txhawb nqa kev hloov kho tshiab ntawm cov chargers on-board, coj cov khoom tshiab ntxiv rau cov OBCs high-voltage.
Kev Xam Xaj ntawm Qhov Chaw Muab Fais Fab rau Tsheb: Ntau tshaj 3 billion yuan hauv qhov chaw hauv 25 xyoo, ob npaug CAGR hauv 22-25 xyoo
Rau qhov kev xam qhov chaw ntawm cov khoom siv fais fab ntawm lub tsheb (DC/DC converter&lub tshuab them lub tsheb OBC) nyob rau hauv tus qauv tsheb 800V, peb xav tias:
Ib lub tsheb fais fab tshiab muaj ib pawg ntawm cov hloov pauv DC/DC thiab lub charger OBC hauv lub tsheb lossis ib pawg ntawm cov khoom siv fais fab uas sib xyaw ua ke hauv lub tsheb;
Qhov Chaw Lag Luam rau Cov Khoom Siv Fais Fab Tsheb = Kev Muag Khoom ntawm Cov Tsheb Siv Fais Fab Tshiab × Tus nqi tsheb ntawm cov khoom sib xws;
Tus nqi ntawm ib lub tsheb: Raws li cov nyiaj tau los / kev muag khoom ntawm cov khoom sib xws hauv daim ntawv qhia txhua xyoo 2021 ntawm Xinrui Technology. Ntawm lawv, lub DC / DC converter yog 1589.68 yuan / tsheb; Lub onboard OBC yog 2029.32 yuan / tsheb.
Raws li peb cov kev xam, nyob rau hauv lub platform 800V hauv xyoo 2025, qhov chaw ua lag luam hauv tsev thiab thoob ntiaj teb rau DC / DC converters yuav yog 1.588 billion yuan thiab 3.422 billion yuan, feem, nrog CAGR ntawm 170.94% thiab 188.83% txij li xyoo 2022 txog 2025; Qhov chaw ua lag luam hauv tsev thiab thoob ntiaj teb rau on-board charger OBC yog 2.027 billion yuan thiab 4.369 billion yuan, feem, nrog CAGR ntawm 170.94% thiab 188.83% txij li xyoo 2022 txog 2025.
Relay: Tus nqi ntim nce ntxiv raws li qhov sib txawv ntawm qhov hluav taws xob siab
Lub relay DC hluav taws xob siab yog lub hauv paus tseem ceeb ntawm cov tsheb fais fab tshiab, nrog rau kev siv ib lub tsheb ntawm 5-8. Lub relay DC hluav taws xob siab yog lub valve kev nyab xeeb rau cov tsheb fais fab tshiab, uas nkag mus rau hauv lub xeev txuas thaum lub sijhawm ua haujlwm ntawm lub tsheb thiab tuaj yeem cais lub kaw lus khaws cia hluav taws xob ntawm lub kaw lus hluav taws xob yog tias lub tsheb tsis ua haujlwm. Tam sim no, cov tsheb fais fab tshiab yuav tsum tau nruab nrog 5-8 lub relay DC hluav taws xob siab (suav nrog 1-2 lub relays tseem ceeb rau kev hloov pauv thaum muaj xwm txheej ceev ntawm lub voj voog hluav taws xob siab thaum muaj xwm txheej lossis kev ua haujlwm tsis zoo ntawm lub voj voog; 1 lub pre charger los sib koom qhov cuam tshuam ntawm lub relay tseem ceeb; 1-2 lub chargers ceev ceev los cais cov hluav taws xob siab thaum muaj kev ua haujlwm tsis zoo ntawm lub voj voog tam sim ntawd; 1-2 lub relays them hluav taws xob ib txwm; thiab 1 lub relay tshuab pabcuam hluav taws xob siab).
Kev suav ntawm qhov chaw relay: 3 billion yuan hauv qhov chaw hauv 25 xyoo, nrog CAGR tshaj 2 zaug hauv 22-25 xyoo
Txhawm rau xam qhov chaw ntawm lub relay nyob rau hauv 800V lub tsheb qauv, peb xav tias:
Cov tsheb fais fab tshiab uas muaj zog siab yuav tsum tau nruab nrog 5-8 relays, yog li peb xaiv qhov nruab nrab, nrog rau ib lub tsheb xav tau ntawm 6;
2. Xav txog qhov nce ntawm tus nqi ntawm DC relays ib lub tsheb vim yog kev txhawb nqa ntawm cov platform relay siab-voltage yav tom ntej, peb xav tias tus nqi ib chav ntawm 200 yuan ib chav hauv xyoo 2022 thiab nce nws txhua xyoo;
Raws li peb cov kev xam, qhov chaw ua lag luam rau cov relays DC siab ntawm 800V platform hauv xyoo 2025 yog ze li ntawm 3 billion yuan, nrog CAGR ntawm 202.6%.
Cov capacitors zaj duab xis nyias: qhov kev xaiv thawj zaug hauv thaj chaw ntawm lub zog tshiab
Cov zaj duab xis nyias tau dhau los ua lwm txoj hauv kev zoo dua li electrolysis hauv kev siv hluav taws xob tshiab. Lub ntsiab lus tseem ceeb ntawm lub tshuab tswj hwm hluav taws xob ntawm cov tsheb fais fab tshiab yog lub inverter. Yog tias qhov hluav taws xob hloov pauv ntawm lub busbar ntau dua li qhov tso cai, nws yuav ua rau IGBT puas tsuaj. Yog li ntawd, nws yog qhov tsim nyog siv cov capacitors los ua kom du thiab lim cov hluav taws xob tso zis ntawm lub rectifier, thiab nqus cov hluav taws xob siab. Hauv kev siv inverter, cov capacitors uas muaj zog tiv taus hluav taws xob siab, muaj kev nyab xeeb siab, lub neej ntev, thiab tiv taus kub siab feem ntau yog qhov yuav tsum tau ua. Cov zaj duab xis nyias tuaj yeem ua tau raws li cov kev cai saum toj no zoo dua, ua rau lawv yog qhov kev xaiv zoo tshaj plaws hauv kev siv hluav taws xob tshiab.
Kev siv cov tsheb ib leeg maj mam nce ntxiv, thiab qhov kev thov rau cov capacitors zaj duab xis nyias yuav siab dua li qhov kev loj hlob ntawm kev lag luam tsheb fais fab tshiab. Qhov kev thov rau cov platforms tsheb fais fab tshiab siab tau nce ntxiv, thaum cov tsheb fais fab siab uas muaj kev them ceev ceev siab feem ntau yuav tsum tau nruab nrog 2-4 lub capacitors zaj duab xis nyias. Cov khoom capacitor zaj duab xis nyias yuav ntsib qhov kev thov ntau dua li cov tsheb fais fab tshiab.
Kev xav tau rau cov capacitors zaj duab xis nyias: Kev them hluav taws xob ceev ceev coj kev loj hlob tshiab, nrog AGR ntawm 189.2% rau 22-25 xyoo
Rau qhov kev xam zauv ntawm cov capacitors nyias nyias nyob rau hauv 800V lub tsheb qauv, peb xav tias:
1. Tus nqi ntawm cov capacitors zaj duab xis nyias txawv nyob ntawm cov qauv tsheb sib txawv thiab lub zog ntawm lub cev muaj zog. Lub zog siab dua, tus nqi siab dua, thiab tus nqi siab dua. Xav tias tus nqi nruab nrab ntawm 300 yuan;
2. Qhov kev xav tau rau cov tsheb fais fab tshiab uas muaj lub zog siab ceev ceev yog 2-4 units ib unit, thiab peb xav tias qhov nruab nrab ntawm qhov kev xav tau ntawm 3 units ib unit.
Raws li peb qhov kev xam, qhov chaw capacitor zaj duab xis coj los ntawm 800V tus qauv them ceev hauv xyoo 2025 yog 1.937 billion yuan, nrog CAGR = 189.2%
Cov khoom siv hluav taws xob siab: kev txhim kho hauv kev siv thiab kev ua tau zoo
Cov khoom siv hluav taws xob siab zoo li cov hlab ntsha hauv tib neeg lub cev, lawv lub luag haujlwm yog txuas ntxiv xa lub zog los ntawm lub roj teeb mus rau ntau lub tshuab.
Hais txog qhov ntau npaum li cas. Tam sim no, tag nrho cov qauv tsheb tseem yog raws li 400V. Yuav kom ua tau raws li qhov xav tau ntawm 800V kev them ceev, xav tau DC/DC voltage converter los ntawm 800V mus rau 400V, yog li ua rau muaj ntau tus connectors. Yog li ntawd, lub high-voltage connector ASP ntawm cov tsheb fais fab tshiab hauv qab 800V architecture yuav zoo dua qub. Peb kwv yees tias tus nqi ntawm ib lub tsheb yog li 3000 yuan (cov tsheb siv roj ib txwm muaj tus nqi li 1000 yuan).
Hais txog thev naus laus zis. Cov kev cai rau cov khoom sib txuas hauv cov kab ke high-voltage suav nrog:
1. Muaj qhov hluav taws xob siab thiab kev ua haujlwm siab tam sim no;
2. Siv cov haujlwm tiv thaiv theem siab nyob rau hauv ntau yam kev ua haujlwm;
Muaj kev ua tau zoo ntawm kev tiv thaiv hluav taws xob zoo. Yog li ntawd, txhawm rau kom ua tau raws li qhov yuav tsum tau ua haujlwm raws li qhov sib txawv ntawm 800V, kev tsim kho tshiab ntawm cov khoom siv hluav taws xob siab yog qhov tsis zam.
Fuses: Kev nkag mus ntawm cov fuses tshiab nce ntxiv
Cov fuses yog cov "fuses" ntawm cov tsheb fais fab tshiab. Lub fuse yog ib lub cuab yeej hluav taws xob uas, thaum tam sim no hauv lub kaw lus tshaj qhov ntsuas, qhov kub tsim tawm yuav fuse cov yaj, ua tiav lub hom phiaj ntawm kev txiav lub voj voog.
Tus nqi nkag mus ntawm cov fuses tshiab tau nce ntxiv. Lub fuse excitation raug ua los ntawm lub teeb liab hluav taws xob los qhib lub cuab yeej excitation, cia nws tso tawm lub zog khaws cia. Los ntawm lub zog kho tshuab, nws sai sai tsim kev tawg thiab ua tiav qhov arc tua hluav taws xob loj, yog li txiav tawm tam sim no thiab ua tiav kev tiv thaiv. Piv rau cov fuses ib txwm muaj, lub capacitor excitation muaj cov yam ntxwv ntawm qhov me me, kev siv hluav taws xob tsawg, muaj peev xwm nqa tam sim no muaj zog, tiv taus kev poob siab tam sim no loj, ua haujlwm sai, thiab lub sijhawm tiv thaiv tswj tau, ua rau nws tsim nyog dua rau cov kab ke hluav taws xob siab. Raws li qhov sib txawv ntawm 800V architecture, tus nqi nkag mus rau hauv kev lag luam ntawm cov fuses txhawb nqa yuav nce ntxiv sai sai, thiab nws xav tias tus nqi ntawm ib lub tsheb yuav ncav cuag 250 yuan.
Kev suav qhov chaw rau cov fuses thiab cov khoom siv hluav taws xob siab: CAGR = 189.2% txij li 22 txog 25 xyoo
Rau qhov kev xam qhov chaw ntawm cov fuses thiab cov khoom siv hluav taws xob siab nyob rau hauv tus qauv tsheb 800V, peb xav tias:
1. Tus nqi ntawm cov khoom siv hluav taws xob siab yog li 3000 yuan / lub tsheb;
2. Tus nqi ntawm lub fuse rau ib lub tsheb yog li ntawm 250 yuan / lub tsheb;
Raws li peb cov kev xam, qhov chaw ua lag luam rau cov khoom siv hluav taws xob siab thiab cov fuses coj los ntawm 800V tus qauv them ceev hauv xyoo 2025 yog 6.458 billion yuan thiab 538 lab yuan, feem, nrog CAGR = 189.2%
Lub sijhawm tshaj tawm: Kaum Ib Hlis-10-2023
