January 7,Nano01Officially listed, the industry’s first set of ten formal application.This set of Mher E “Ten in One” Super Fusive High Pressure Control Unit is integrated with MCU, DDC,PDU, OBC, VCU, BMS, TMCU, PTC, help the system to achieve small size and light weight.In November 2023, Zhixin Technology’s electronic control BU officially mass-produced the first S3 10-in-one electronic control product, marking a solid step in the integration of resources, system construction and manufacturing capacity, and completing the most critical piece of the puzzle for the full range of Zhixin technology products.
Why do these companies choose to combine?The integration of electric drive system has gone through the simplest structure integration, and is developing to a deeper integration. Today, three in one has become the mainstream, and many in one have flourished and become an indisputable trend. At present, the industry is observing and thinking about which companies are promoting all-in-one, what cost or performance impact can be brought by all-in-one, and which models are the first to apply it?In the age of neonxEVAt the forum, BYD, Changan, GAC AEON and other OEMs announced that they are applying or will soon mass-produce all-in-one electric drive assembly, Zhixin Technology, Huawei,WimmersEOD suppliers demonstrate all-in-one development or matching processes. These mainstream players in the new energy resources automotive industry give their own answers to the above questions with practical examples.BYD was the first to launch the Dolphin based on the eight-in-one assembly platform. Electric drive three in one, charge and distribution three in one, as well as VCU, BMS module, through physical integration and different controller electronic subcircuit and software algorithm corresponding fusion, constitute eight in one assembly. All in one integration can save someinductanceCapacitor and connection harness, share chips, realize resource sharing and utilization, reduce costs, and greatly improve charging power.In the view of Deep Blue Automobile, the all-in-one electric drive assembly, through the integration of electric drive and power supply, VCU, BMS, TMS, etc., can achieve electric drive weight reduction, volume reduction, cost reduction and performance improvement. Through the deep integration of the electric drive system, the Changan superset electric drive platform has achieved an extremely low Z design, bringing super efficiency.
Huawei digital energy pointed out that the purpose of integration is to simplify the development cycle of the host plant, reduce development costs, improve the driving experience. Through the first chip fusion, power fusion, function fusion and domain control fusion, the number of BOM is reduced by 40% and the number of chip is reduced by 60%. The power domain module allows car companies to achieve simple integration of the power domain, simple verification, simple development, and 30% increase in development efficiency. At the same time, the hyper-fusion power domain module makes the front cabin layout more concise, can set up the front spare box, and release more interior space, improve the driving comfort of users, and bring the space and experience of the B-class car to the A-class pure tram.Integrating the above-mentioned all-in-one solutions and ideas of mainstream OEMs and electric drive suppliers, On the one hand, the all-in-one system integrates OBC / DCDC / PDU / VCU / BMS and other components outside the motor, electric control and reducer, shares shell wiring harness and other parts, fuses electronic circuits and software algorithms to achieve the purpose of reducing cost and increasing efficiency, and realizes the BOM cost reduction. On the other hand, from the perspective of supply chain management of OEMs, all-in-one can simplify the development cycle of OEMs and reduce development costs. In particular, small electric vehicle OEMs have higher management costs for multiple suppliers, reduce the number of component suppliers, and choose a more integrated electric drive system, which can simplify management, so as to achieve the purpose of reducing operating costs and achieve efficient management.No longer stop the small VBased on the data of new energy resources vehicles in the past four years, NE Times found that from 2020 to the first 11 months of 2023, the proportion of three-in-one increased from 55.6% to 66.5%. Another fast-growing market share is the all-in-one, which has grown from a minuscule 0.5% to a negligible 19.1% in four years.The increase of the installed capacity of all-in-one electric drive system has exceeded the overall system, and the attention of the system is increasing day by day. Many OEMs are exploring the application of all-in-one systems in cost-effective new energy resources vehicles through their own supply chains or in cooperation with third-party suppliers.
The models used in all-in-one and the leading enterprises behind them show the following characteristics after careful analysis:Jianghuai, Ruilan and BYD’s A0 and A-Class electric vehicles are the first to assemble in one. Under the continuous decline of travel vehicles and subsides, 2C small and medium electric vehicles are more sensitive to cost. Driven by this, the OEM chose to adopt an all-in-one that further saves wiring harnesses and weight, and has cost advantages.Deep Blue, seal, Buick, look up and other B class and above EVS use of all-in-one proportion compared with 2022 there has been a significant rise. This is the OEM based on the cost and miniaturization considerations in summing up the power domain controller application experience.The OEM self-developed and self-made all-in-one ratio is 93.1%. BYD, Deep Blue Auto, BAIC new energy resources, SAIC, etc. The proportion of all-in-one solutions provided by third parties was 6.9%, representing the multi-in-one solutions provided by enterprises such as Embol, LG and Huawei Digital Energy. The eight in one electric drive system produced by LG is an all-in-one system developed by SGM.Characteristic one reflects,Vehicle cost reduction requires the formation of a multi-in-one program, urged the host factory to accept, apply, promote multi-in-one. This is an opportunity for multi-in-one market share to grow rapidly.The second feature reflects the market’s extreme volume,The cost advantage of all-in-one is enough to attract high-end electric vehicles to support。Features 3 challenges to third-party suppliers. Since the all-in-one needs to coordinate multiple systems such as electric drive, battery management, charging and distribution from the perspective of the vehicle,OEM Better Suited to Advance All-in-One Solutions. However,Cost oriented small and medium electric vehicles from the perspective of reducing BOM costs and management costs, more likely to be provided by the third party packaging solutions.Therefore, the future all-in-one promotion will be customer-oriented, cost-oriented, self-developed by OEMs, limited third-party supplier market, and more for small and medium-sized OEMs.
Post time: Feb-01-2024