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With the rapid development of the new power automobile industry in China, the number of electric vehicles in China has reached 3.34 million. In the process of rapid development, many historical problems have been accumulated. With the increase in size, the problems are becoming less and less difficult to be exposed. From a long distance, the problem of domestic power battery industry being contracted by “high-end capacity” and safety issues is becoming increasingly obvious. If she wants to implement a “low-end” development strategy that will lead to “high-end” and watch her moves familiarly, Song Wei handed the cat to her and felt a little relieved. The progress of the stage of stable development and emphasis on intelligent manufacturing, which is a major department for the development of domestic power battery companies.
(Source: WeChat public number “Auto Electronic Design” ID: QCDZSJ Author: Zhu Yulong)
1) Industry status of power batteries
From the world, the new power cars in 2018 are expected to be close to 200Sugar baby thousands of platforms. The power battery industry is a format that China, Japan and South Korea that leads the supply of electric vehicles in the whole world. Foreign companies rely on technical advantages and stand on the first ladder: Panasonic, LG, SDI, SK. The domestic battery companies that are facing each other include CATL and BYD. According to the data in the first half of 2019, China’s power battery industry has shown a trend of increasing concentration of enterprises with two differentiated levels. The data shows that the top 10 companies’ shipments account for 88.6%, as shown in Figure 1. In the top ten strong formats, CATL and Biadi are ahead of other manufacturers.
<img src="http://img01.mybjx.net/news/UploadFile/201907/6369887130839676781051770.jpg" title="1.webp.jpg" alt="1.webp.jpg"//
Figure 1 The format of Chinese power battery in the first half of 2019
The concentration of industrial enterprises in the market andThe imbalance in the development of enterprises has made battery companies and car companies more and more problems. Today, there are some important practical problems: There are not many battery companies that can trust in the supply level of Sugar baby. Many project battle platforms can only rely on the situation of a certain battery supplier. On the one hand, this market situation cannot guarantee the balance of the industry link, and also makes resources tight during the development process. For vehicles, there is no way to go down the iteration and game of supply chains, because the downstream production capacity is relatively tight, if it is in price and interest. If no one recognizes it, wait for someone to take it. “There is no good condition for spending on the payment terms, and it can still face the supply of battery without sufficient supply after mass production, and the market demand is not met. Today, the domestic power battery industry is “high-end” and can survive the situation of concentrated supply in the Ningde era, Biadi itself, and the high-quality power-based approach in the market, but has never been discussed. Battery supply is lacking, and the batteries that occupied the market in the past few years are gradually being cut. The following problems have occurred in the industry:
The quality status of battery companies and the quality targets of car companies are different.
Today, new power cars have gradually entered the maturity stage, and consumers are increasingly considering the quality of new power companies’ products with traditional cars. Therefore, the quality management of power batteries should also be based on the original total power of the traditional car, and will be carried out according to the 12-month PPM. However, many power companies can only supply unlimited quality levels, especially under the relatively large-scale shipment, it is difficult to meet the requests of car companies by reducing production time and later filtering.
Product capacity satisfies high demand
When demand was concentrated in the past few years, many battery companies did not continue to invest and improve on the manufacturing side. Previous explosive growth of power battery demand has enabled battery companies to work harder and make a large number ofThe production capacity of previous products has been simple to expand, and the demand for product iteration has made the application rate of the production line very low. As shown in Figure 2, starting from 2017, the supplementary policy has been continuously adjusted, allowing new power vehicles to continue to develop at high mileage and high energy density. From 2017 to 2018, the products produced by the entire vehicle have been switched in large quantities, and the turnover rate is very fast.
High concerns about battery safety and various changes
Today, new power owners and potential customers are highly sensitive to the fires of new power cars. Throughout the analysis and understanding of changes, a major part of the traffic is about batteries. If there is no practical traceability mechanism, the investigation of the safety and chaos along the way will bring strong negative reasons to the vehicle brand. The test of the electric pool enterprise’s safety disagreement in the quality of core traceability and production can determine whether the company can keep up with the company’s request in the future.
2) The growth of battery companiesSugar baby opportunities and key to survival of the strengths
In the future development trends, battery companies must first start by locking relatively stable strategic layers. The little girl raised her head. When she saw the cat, she realized that she put down her phone and pointed to the customer on the table. At the moment, the second-line battery companiesSugar daddyThe industry has begun to see trendsEscort:
Foneng gets Daimler’s long-term order
Xinwangda gets Japanese-owned Leno Mitsubishi (Eget) order
The 1000-digital can get orders in modern times
The foreign whole-car enterprise has also begun to support domestic battery companies, just like the B-point suppliers of MEB from the national level to filter; Baoma has also cooperated with the Hong Kong Cell Enterprise in China to review the honeycomb core enterprises.
The important path for electric chip companies todayEscort is the most pressing task for electric chip companies to design Ping An electric chips in the development of high-end pure electric vehicles. According to the overall breakthrough, the points of safety and energy density are done at 300Wh/kg, which is a level of energy density. According to the actual situation today, due to the difference between the soft bag and the shell, the ability to ride on a stable car in the past few years is between 250-260Wh/kg. The important path to this day is the NCM ternary 811, and NCA data. The honeycomb power folds Mx on the basis of the NCM system. Mx folds the edge strength between the primary particles, which is also a technical path worthy of observation.
By high-automatic and high-quality control, the demand for car companies has continued to drop in purchasing capital. As battery companies are moving forward along the way to reduce their costs, the focus of cost reduction is on improving automation, improving quality control, improving efficiency and improving product rate. The future of the power battery enterprise lies in intelligent manufacturing, which is the main way for enterprises to improve battery quality and occupy the market. The two main aspects are the optimization of manufacturing technology and the standardization of equipment. The quality and level of steel equipment are the key reasons for determining the quality of the dynamic steel battery. As the energy density of the core becomes higher and higher, the battery data selection model is beginning to approach the extreme limit. On the design layer, the permitted operation of the film will become smaller and smaller. This requires the manufacturing process to improve the positioning accuracy of the film collection. What enterprises can do is to apply large data analysis on the industrial arts micro-viewing surface and optimize chemical industry processes. The contact layer of intelligent manufacturing systemThe surface is very wide, involving the core research and development design and verification layer, the core manufacturing and logistics execution control layer, the core processing and equipment end collection and control layer, covering seven major elements, including human, machine, tool, material, method, ring and energy.
Reform of module and Pack design Sugar daddy
In the release of the honeycomb, we saw two cores directly implementing the battery system plan, which is divided into two generations. Based on the MEB basic architecture, the simplified module plan is adopted. Under the second generation, the concept of module has been weakened in a step further.
This iteration form is based on the platform’s platform, taking a step forward to the practice of simplifying the cost reduction of modules.
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