Where is the core of “getting big” in new energy auto parts?

In the new energy automotive industry, there are still many opportunities for us to explore. There are many more things that we need to reflect on in our original thinking model. What are the core points of car electronics and new energy auto parts? At the technical level, how do we relate to supply chain, manufacturing, quality, and business units?

The first part of the original thinking of the dead

I once set up a Flag to tell others that car electronics is difficult to do and it does not have a high value. The starting point for considering this issue is:

1) For the global market, glass, rubber, and steel can be purchased globally, and the core things are all simultaneously developed and locked in the original supply chain system.

Taking Xinrui as an example, there are two aspects. One is that it starts from the perspective of the customer from the local OEM new energy vehicle. In this sense, the technology discussion with foreign car companies is to obtain technical direction, demand and The means of product design goals, the grounding thing is to start from the domestic car companies to do, closely grasp the growth of the reality, this thing can get support for a company's resources and business

Large customer business volume

From the perspective of the entire business, from simple DCDCs, chargers, to integrated things

It only captures the needs of domestic vehicle companies and seizes the direction of the business needs of integrated powertrains.

We can see that by splitting the business volume and price of Xinrui’s business units into several figures, we can see that

1) DCDC sales and production volume: DCDC unit price has been declining, so the volume of business in the incremental process is at a suppressed amount. Actually, the DCDC power demand of HEV, PHEV, and EV is relatively small, only the demand for automatic driving. After coming up, this DCDC is the next key competitive product

2) Charger sales and sales: Chargers from 2.2kW, 3.3kW and 6.6kW, the next step to 11kW, so you can maintain a relatively stable unit price, this will be included in the next hundred kilometers of energy consumption Substantial impact on subsidies, I think that both efficiency and power consumption must be considered strictly

Of course, with A00 occupying the mainstream in 2017, it will take a relatively difficult 2017.

The integrated business is a place that brings a lot of sales

2) Where is technology and follow-up important? I still insist on my own point of view. Dr. Wu's long-term technical experience still plays a decisive role in this matter. The quantity goes up and various quality problems do not come out. There are similar aspects of efficiency improvement, EMC and The demand for high-power bi-directional charging requires technology accumulation.

The reliability is based on the derating and reliability of power electronics. It is acquired in a short period of time by burning pipes and long-term experience. It takes time for a company to do well in the automotive industry.

We rely on the early promotion (2010~2013), the outbreak of 2014~2015, and the high fluctuation of 2016~2017. In fact, we have walked through the most difficult period and stage of parts and components, and many things have been fed back from all levels.

Summary: We need to have confidence in the future parts and components industry, and actively participate in the business that we should do. In the future, the "four modernizations" of cars, the network is a bit of infrastructure means, automatic driving needs to wait for the right time, new energy This piece of equipment will participate in the system of global car companies, breaking the previous situation is true. This point is really grateful to the policy of the new energy automobile industry, otherwise we can't get into it completely, which has opened up the situation for the promotion of auto parts.