Raws li kev cai 400V architecture, cov hlau nplaum ruaj khovlub cev muaj zogyog nquag cua sov thiab demagnetization nyob rau hauv high tam sim no thiab kev kub ceev tej yam kev mob, ua rau nws nyuaj rau txhim kho tag nrho lub cev muaj zog hwj chim. Qhov no muab lub sijhawm rau 800V architecture kom ua tiav lub zog muaj zog nyob rau hauv tib qhov kev siv tam sim no. Nyob rau hauv lub 800V architecture, lublub cev muaj zogntsib ob qhov tseem ceeb: kev tiv thaiv corrosion thiab txhim kho kev ua haujlwm ntawm rwb thaiv tsev.
Technology Route Trends:
Lub cev muaj zog winding txheej txheem txoj kev: tiaj hlau. Lub cev muaj zog yog hais txog alub cev muaj zoguas siv lub tiaj tus tooj liab clad winding stator (tshwj xeeb yog cov hlau nplaum ruaj khov synchronous lub cev muaj zog). Piv nrog rau lub voj voog lub cev muaj zog, lub tiaj tus hlau lub cev muaj qhov zoo xws li qhov me me, qhov siab ntawm qhov filling, siab zog ceev, zoo NVH kev ua tau zoo, thiab zoo dua thermal conductivity thiab kub dissipation kev ua tau zoo. Nws tuaj yeem ua tau raws li qhov kev ua tau zoo ntawm kev ua haujlwm ntawm lub teeb yuag, lub zog siab ntom ntom, thiab lwm yam kev ua haujlwm raws li cov khoom siv hluav taws xob siab, tib lub sijhawm, nws tuaj yeem txo qhov teeb meem corrosion tshwm sim los ntawm kev tawg ntawm cov roj zaj duab xis thiab tsim cov ncej tam sim no thaum lub ncej voltage yog siab.
1.Motor cooling technology trend: roj txias. Roj txias daws qhov tsis zoo ntawm cov dej txias tshuab los ntawm kev txo lub cev muaj zog thiab ua kom muaj zog. Qhov kom zoo dua ntawm cov roj txias yog tias cov roj muaj cov khoom tsis zoo thiab cov khoom tsis sib nqus, kev ua haujlwm zoo rwb thaiv tsev, thiab tuaj yeem tiv tauj ncaj qha rau cov khoom siv sab hauv ntawm lub cev muaj zog. Nyob rau hauv tib yam kev khiav hauj lwm tej yam kev mob, lub internal kub ntawm cov roj txiaslub cev muaj zogyog li 15% qis dua cov dej txiaslub cev muaj zog, ua kom yooj yim rau lub cev muaj zog kom dissipate tshav kub.
Kev tswj hluav taws xob: SiC lwm txoj kev daws teeb meem, qhia txog kev ua tau zoo
Txhim kho efficiency, txo hwj chim noj, thiab txo ntim. Nrog rau kev nce qib ntawm 800V high voltage ua haujlwm platform rau cov roj teeb, cov kev xav tau siab dua tau muab tso rau pem hauv ntej rau cov khoom siv hluav taws xob thiab kev tswj hluav taws xob.
Raws li cov ntaub ntawv los ntawm Fodie Power, cov khoom siv silicon carbide muaj qhov zoo hauv qab no hauv kev siv cov khoom siv lub cev muaj zog:
1. Nws tuaj yeem txhim kho qhov ua tau zoo ntawm cov khoom siv qis hauv lub tshuab hluav taws xob tswj, ua kom lub tsheb ntau npaum li 5-10%;
2. Ua kom lub zog ceev ntawm tus maub los ntawm 18kw / L rau 45kw / L, uas yog qhov tsim nyog rau kev ua haujlwm me me;
3. Ua kom muaj kev ua tau zoo ntawm thaj chaw muaj txiaj ntsig suav nrog 85% los ntawm 6%, thiab nce qhov ua tau zoo ntawm thaj chaw nruab nrab thiab qis qis los ntawm 10%;
4. Lub ntim ntawm silicon carbide hluav taws xob tswj qauv yog txo los ntawm 40%, uas tuaj yeem txhim kho qhov chaw siv tau zoo thiab pab txhawb kev tsim kho ntawm miniaturization.
Hluav taws xob tswj qhov chaw suav: Kev lag luam loj tuaj yeem ncav cuag 2.5 billion yuan,
Peb xyoos CAGR 189.9%
Rau lub spatial xam ntawm lub cev muaj zog tswj nyob rau hauv lub 800V lub tsheb qauv, peb xav hais tias:
1. Lub zog tshiab lub tsheb nyob rau hauv lub high-voltage platform yog nruab nrog ib txheej ntawm lub cev muaj zog controllers los yog ib tug hluav taws xob tsav los ua ke;
2. Tus nqi ntawm ib lub tsheb: Raws li cov nyiaj tau los / muag ntawm cov khoom lag luam uas tau tshaj tawm hauv 2021 daim ntawv tshaj tawm txhua xyoo ntawm Intel, tus nqi yog 1141.29 yuan / teeb. Xav tias qhov nrov thiab kev txhawb nqa ntawm cov khoom siv silicon carbide hauv kev tswj cov khoom siv hluav taws xob yav tom ntej yuav ua rau muaj kev nce qib ntawm cov nqi ntawm cov khoom, peb xav tias chav tsev nqi yuav yog 1145 yuan / teeb hauv 2022 thiab nce xyoo los ntawm xyoo.
Raws li peb cov kev suav, xyoo 2025, qhov chaw lag luam hauv tsev thiab thoob ntiaj teb rau cov tswj hluav taws xob ntawm 800V platform yuav yog 1.154 billion yuan thiab 2.486 billion yuan, feem. CAGR rau xyoo 22-25 yuav yog 172.02% thiab 189.98%.
Tsheb fais fab mov: SiC ntaus ntawv thov, txhawb kev txhim kho ntawm 800V
Nyob rau hauv cov nqe lus ntawm kev txhim kho cov khoom ua tau zoo: Piv rau cov tsoos silicon MOS raj, silicon carbide MOS hlab muaj cov yam ntxwv zoo xws li tsis tshua muaj conduction tsis kam, siab voltage kuj, zoo-zaus cov yam ntxwv, siab kub kuj, thiab tsis tshua muaj me me hlws ris capacitance. Piv nrog rau hauv cov khoom siv hluav taws xob hauv tsheb (OBC) nruab nrog Si raws li cov khoom siv, nws tuaj yeem ua rau muaj kev hloov pauv ntau zaus, txo qhov ntim, txo qhov hnyav, txhim kho lub zog ceev, thiab ua kom muaj zog. Piv txwv li, qhov hloov pauv zaus tau nce 4-5 zaug; Txo qhov ntim li ntawm 2 zaug; Txo qhov hnyav los ntawm 2 zaug; Lub zog ceev tau nce los ntawm 2.1 mus rau 3.3kw / L; Kev txhim kho kev ua tau zoo los ntawm 3% +.
Daim ntawv thov ntawm SiC cov khoom siv tuaj yeem pab cov khoom siv hluav taws xob tsheb ua raws li cov qauv xws li lub zog loj, kev hloov pauv siab, thiab lub teeb yuag me me, thiab hloov kho kom zoo dua rau cov kev xav tau ntawm kev them nyiaj ceev thiab kev txhim kho ntawm 800V platforms. Daim ntawv thov ntawm SiC cov khoom siv hluav taws xob hauv DC / DC kuj tuaj yeem ua rau muaj qhov hluav taws xob tsis zoo, poob qis, thiab lub teeb yuag rau cov khoom siv.
Nyob rau hauv cov nqe lus ntawm kev tsim kev lag luam kev loj hlob: Yuav kom hloov mus rau cov tsoos 400V DC ceev them pawg, cov tsheb nruab nrog 800V voltage platform yuav tsum tau nruab nrog ib qho ntxiv DC / DC converter los txhawb 400V rau 800V rau DC ceev them lub zog ntawm cov roj teeb, uas ntxiv qhov kev thov rau DC / DC li. Nyob rau tib lub sijhawm, lub platform high-voltage kuj tau txhawb kev txhim kho ntawm on-board chargers, nqa cov tshiab ntxiv rau high-voltage OBCs.
Kev suav ntawm Lub Tsheb Hluav Taws Xob Qhov Chaw: Ntau dua 3 billion yuan hauv qhov chaw hauv 25 xyoo, ob npaug CAGR hauv 22-25 xyoo
Rau kev suav spatial ntawm lub tsheb fais fab khoom (DC / DC converter & tsheb charger OBC) raws li 800V tsheb qauv, peb xav tias:
Lub tsheb lub zog tshiab yog nruab nrog cov txheej txheem ntawm DC / DC converters thiab ib qho onboard charger OBC lossis ib txheej ntawm cov khoom siv hluav taws xob sib xyaw ua ke;
Qhov chaw ua lag luam rau cov khoom siv hluav taws xob tsheb = Kev muag khoom ntawm lub zog tshiab tsheb × Tus nqi tsheb tus nqi ntawm cov khoom sib xws;
Tus nqi ntawm ib lub tsheb: Raws li cov nyiaj tau los / muag ntim ntawm cov khoom sib xws hauv 2021 daim ntawv tshaj tawm txhua xyoo ntawm Xinrui Technology. Ntawm lawv, DC / DC converter yog 1589.68 yuan / tsheb; OBC onboard yog 2029.32 yuan / tsheb.
Raws li peb cov kev suav, raws li 800V platform hauv 2025, qhov chaw 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% los ntawm 2022 txog 2025; Qhov chaw 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% los ntawm 2022 txog 2025.
Relay: Volume nqi nce nyob rau hauv high voltage sib
High voltage DC relay yog lub hauv paus tseem ceeb ntawm lub zog tshiab tsheb, nrog ib lub tsheb siv 5-8. Lub high-voltage DC relay yog lub valve kev nyab xeeb rau lub zog tshiab tsheb, uas nkag mus rau hauv lub xeev kev sib txuas thaum lub tsheb ua haujlwm thiab tuaj yeem cais lub zog cia ntawm lub tshuab hluav taws xob thaum lub tsheb tsis ua haujlwm. Tam sim no, lub zog tshiab tsheb yuav tsum tau nruab nrog 5-8 high-voltage DC relays (xws li 1-2 lub ntsiab relays rau kev hloov ceev ntawm lub high-voltage Circuit Court thaum muaj xwm txheej los yog Circuit Court txawv txav; 1 pre charger los qhia rau kev cuam tshuam ntawm lub ntsiab relay; 1-2 lub chargers ceev kom cais cov hluav taws xob hauv hluav taws xob tam sim ntawd;
Kev suav ntawm qhov chaw relay: 3 billion yuan hauv qhov chaw hauv 25 xyoo, nrog CAGR ntau dua 2 zaug hauv 22-25 xyoo
Txhawm rau xam qhov chaw ntawm lub relay nyob rau hauv 800V lub tsheb qauv, peb xav tias:
High voltage tshiab zog tsheb yuav tsum tau nruab nrog 5-8 relays, yog li peb xaiv qhov nruab nrab, nrog 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 high-voltage relay platforms yav tom ntej, peb xav tias ib chav tsev nqi ntawm 200 yuan ib chav nyob hauv 2022 thiab nce nws ib xyoos ib zaug;
Raws li peb cov kev suav, qhov chaw ua lag luam rau high-voltage DC relays ntawm 800V platform hauv 2025 yog ze rau 3 billion yuan, nrog CAGR ntawm 202.6%.
Nyias zaj duab xis capacitors: thawj xaiv nyob rau hauv lub tshav pob ntawm lub zog tshiab
Cov yeeb yaj kiab nyias tau dhau los ua lwm txoj hauv kev rau electrolysis hauv lub zog tshiab. Lub hauv paus tseem ceeb ntawm kev tswj hluav taws xob ntawm lub zog tshiab yog lub inverter. Yog tias qhov hloov pauv ntawm qhov hluav taws xob ntawm lub busbar tshaj qhov kev tso cai, nws yuav ua rau muaj kev puas tsuaj rau IGBT. Yog li ntawd, nws yuav tsum tau siv cov capacitors kom du thiab lim cov zis voltage ntawm lub rectifier, thiab nqus siab amplitude mem tes tam sim no. Nyob rau hauv lub tshav pob ntawm inverter, capacitors uas muaj zog surge voltage kuj, kev nyab xeeb siab, ntev lifespan, thiab kub kub kuj yog feem ntau yuav tsum tau. Nyias zaj duab xis capacitors tuaj yeem ua tau raws li cov kev xav tau saum toj no, ua rau lawv qhov kev xaiv zoo tshaj plaws hauv kev ua haujlwm ntawm lub zog tshiab.
Kev siv ntawm ib lub tsheb yog maj mam nce, thiab qhov kev thov rau nyias zaj duab xis capacitors yuav ntau dua li qhov kev loj hlob ntawm kev lag luam tsheb tshiab. Qhov kev thov rau high-voltage tshiab lub zog tsheb platforms tau nce, thaum high-end hluav taws xob tsheb nruab nrog high-voltage fast charging feem ntau yuav tsum tau nruab nrog 2-4 nyias zaj duab xis capacitors. Nyias zaj duab xis capacitor cov khoom yuav ntsib kev xav tau ntau dua li cov tsheb tshiab.
Kev thov rau nyias zaj duab xis capacitors: High voltage ceev ceev coj kev loj hlob tshiab, nrog rau AGR ntawm 189.2% rau 22-25 xyoo
Rau spatial xam ntawm nyias zaj duab xis capacitors nyob rau hauv lub 800V lub tsheb qauv, peb xav tias:
1. Tus nqi ntawm nyias zaj duab xis capacitors txawv nyob ntawm seb cov qauv tsheb sib txawv thiab lub cev muaj zog. Qhov siab dua lub zog, tus nqi siab dua, thiab qhov sib thooj siab dua tus nqi. Piv txwv li tus nqi nruab nrab ntawm 300 yuan;
2. Qhov kev thov rau lub zog tshiab tsheb nrog lub siab ceev them ceev yog 2-4 units ib chav tsev, thiab peb xav tias qhov nruab nrab xav tau ntawm 3 units ib chav tsev.
Raws li peb suav, cov zaj duab xis capacitor qhov chaw coj los ntawm 800V ceev them qauv hauv 2025 yog 1.937 billion yuan, nrog CAGR = 189.2%
High voltage connectors: txhim kho kev siv thiab kev ua tau zoo
High voltage connectors zoo li cov hlab ntsha hauv tib neeg lub cev, lawv txoj haujlwm yog txuas mus txuas ntxiv lub zog ntawm lub roj teeb mus rau ntau lub tshuab.
Hais txog kev noj tshuaj. Tam sim no, tag nrho lub tsheb system architecture tseem yog raws li 400V. Txhawm rau ua kom tau raws li qhov xav tau ntawm 800V ceev them, DC / DC voltage converter los ntawm 800V mus rau 400V yog qhov yuav tsum tau ua, yog li ua kom cov khoom txuas ntxiv. Yog li ntawd, lub high-voltage connector ASP ntawm lub zog tshiab tsheb nyob rau hauv lub 800V architecture yuav zoo heev. Peb kwv yees tias tus nqi ntawm ib lub tsheb yog kwv yees li 3000 yuan (cov tsheb siv roj ib txwm muaj tus nqi kwv yees li 1000 yuan).
Hais txog technology. Cov kev cai rau connectors hauv high-voltage systems muaj xws li:
1. Muaj hluav taws xob siab thiab ua haujlwm siab tam sim no;
2. Ua haujlwm siab tiv thaiv kev ua haujlwm raws li kev ua haujlwm ntau yam;
Muaj zoo electromagnetic shielding kev ua tau zoo. Yog li ntawd, txhawm rau ua kom tau raws li qhov xav tau ntawm kev ua haujlwm raws li 800V sib, kev siv thev naus laus zis ntawm high-voltage connectors yog inevitable.
fuses: nce nkag nkag ntawm cov fuses tshiab
fuses yog "fuses" ntawm lub zog tshiab tsheb. Lub fuse yog ib qho khoom siv hluav taws xob uas, thaum tam sim no nyob rau hauv lub kaw lus tshaj qhov ntsuas tus nqi, lub tshav kub generated yuav fuse lub yaj, ua tiav lub hom phiaj ntawm disconnecting Circuit Court.
Kev nkag mus ntawm cov fuses tshiab tau nce. Lub excitation fuse yog tshwm sim los ntawm hluav taws xob teeb liab los qhib lub excitation ntaus ntawv, tso cai rau nws tso tawm lub zog cia. Los ntawm cov neeg kho tshuab quab yuam, nws sai sai ua kom tawg thiab ua kom tiav cov arc extinguishing ntawm qhov txhaum loj tam sim no, yog li txiav tawm tam sim no thiab ua tiav kev tiv thaiv. Piv rau cov fuses ib txwm muaj, lub excitation capacitor muaj cov yam ntxwv ntawm qhov me me, kev siv hluav taws xob tsawg, muaj peev xwm nqa tau tam sim no, tsis kam mus rau qhov loj tam sim no shocks, ceev ceev, thiab kev tiv thaiv lub sij hawm, ua rau nws haum rau high voltage systems. Raws li tus qauv ntawm 800V architecture, kev ua lag luam nkag mus ntawm kev txhawb nqa fuses yuav nce sai, thiab nws xav tias tus nqi ntawm ib lub tsheb yuav ncav cuag 250 yuan.
Qhov chaw suav rau fuses thiab high-voltage connectors: CAGR = 189.2% los ntawm 22 txog 25 xyoo
Rau kev suav spatial ntawm fuses thiab high-voltage connectors raws li 800V tsheb qauv, peb xav tias:
1. Tus nqi ntawm ib lub tsheb ntawm high-voltage connectors yog hais txog 3000 yuan / tsheb;
2. Tus nqi tsheb ib leeg ntawm lub fuse yog txog 250 yuan / tsheb;
Raws li peb cov kev suav, qhov chaw ua lag luam rau high-voltage connectors thiab fuses coj los ntawm 800V ceev them qauv hauv 2025 yog 6.458 billion yuan thiab 538 lab yuan, feem, nrog CAGR = 189.2%
Post lub sij hawm: Nov-10-2023
