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Mobile WebSiteAlmost no business like the BYD car in the forefront of the new energy automotive industry has always been an unsolved mystery. Although BYD cars in many public occasions, but still like an indestructible fortress. In fact, this is not so exaggerated, BYD cars in addition to batteries, motors, electronic control and other core parts of electric vehicles to adhere to their own claims, the other automotive products such as relays and capacitors products will be open to the outside world.
In the recently held "2017 third China new energy vehicle operators and car prices docking exchange and new energy vehicles vehicle business and spare parts enterprise technology exchange forum", the electric car resource network reporter had the honor to interview the Huizhou BYD battery Co., Ltd. Capacitor Development Manager Yang Wei, relay development manager Wang Lu Jian and BYD agents Shenzhen Ding Rui Core Technology Co., Ltd. Marketing Director Wanxing.
Electric car resource network interview site
Opportunities and challenges coexist BYD's new energy car "Empire Dream"
1. Market-oriented to technological innovation and development
As we all know, with the adjustment of national policy, the development of new energy vehicles has gradually from the "policy-oriented" to "policy + market" -oriented stage of the transition, and even will eventually usher in a market-driven development stage. Therefore, in the whole industry under the change, subdivided into various fields are faced with "technology is king" or "product king" challenge. Relay as a very important electric car on the safety of components, in the selection, design should be based on long-term, full consideration of security.
BYD products (relays, capacitors, fuses, IGBT, current sensors) booth
BYD relay Wang Lujian said, according to the current specifications, BYD research and development of relay products from 40A to 400A full range of coverage; according to the function of conventional contact relay, with auxiliary contact relay and battery pack cut off several categories; Voltage range of use of high pressure and low voltage relay two categories, and even ultra high voltage relay products. Therefore, from the product category, can fully meet the electric car, charging pile, energy storage, battery testing equipment and other areas of demand.
In order to protect the safety and reliability, Wang Lujian said, first in the design of positioning than other brands of industrial grade relay products are essentially different. Designed through the ceramic cavity seal, hydrogen arc, ceramic and copper brazing brazing connection and other major technical advantages of a perfect solution to the high-voltage relay production technology threshold.
From the use of the market point of view, BYD relays in the BYD vehicle has been a large-scale application of more than 10 years, withstood a variety of conditions and test tests, is able to withstand market test products, users can rest assured that use.
At the same time, the factory also through the TS16949 system certification, according to the Six Sigma quality management process, the quality system continues to run health.
2. Safety first grasp the industry development trend
According to the electric vehicle resource network reporter learned that the future of China's film capacitor industry market competition will also shift from the expansion of product lines to enhance the technical services and brand promotion, ultra-thin, high temperature, safety and reliability will become the main trend.
BYD capacitor head Yang Wei said that the development of electric vehicles with lightweight components is undoubtedly an inevitable trend, so this requires all manufacturers in the design of the first to meet the small size of light weight, thin film capacitors are the core of electric vehicle control Parts, must also be designed to adapt to changes in the industry to adapt to the trend.
BYD products
In addition to lightweight, high temperature and safety is also the enterprise must consider the design direction. Yang Wei told reporters that BYD first in the choice of materials to go through a few stages, first with aluminum electrolytic materials, taking into account the safety issues with the international selection of PP base film, but because of the high temperature of PP film slightly , The company has modified the PP base film, can be achieved at 105 ° C conditions, but the use of automotive-grade products usually have to reach 125 ° C, so as the industry continues to move forward, the requirements of the more technical To the higher, BYD is also doing some technical reserves of composite materials. She concluded that security is always the first, no security everything else is out of the question, BYD is also in the accumulation of progress in the forward challenge themselves, and the thinner base film, the higher the pressure, high temperature The better, the higher the safety and reliability of the product must be recognized by the market.
3. Down the cost into the industry focus on how to control BYD
Whether it is a large proportion of the cost of vehicle batteries, or relatively small proportion of other components, vehicle and spare parts enterprises generally face the pressure of reducing costs. Subsidies decline is the one hand pressure, raw material price fluctuations on the cost of the impact can not be underestimated.
Wang Lujian told reporters that the risk of fluctuations in raw material prices to the company's market strategy formulation and implementation does bring a lot of uncertainty, to the company's cost control has also brought some impact, for this risk, the company from the following The second, to strengthen the company's procurement management, improve the ability to transfer costs; third, to speed up the production cycle, sales and logistics cycle of the management of the management of the market, , To improve the company's operational efficiency. Yang Wei said that the company's cooperation in the material suppliers, in the product price and quality can provide a reasonable, high-quality protection, the two sides will continue to be based on mutual trust on the effective control costs, to provide quality products.
4. To grasp the market development opportunities to create new performance growth point
With the increase in the number of new energy vehicles increased year by year, the national government and enterprises on the power of the echelon of the use of attention is also getting higher and higher. Wang Lujian said that the battery life in the vehicle may be only 10 years, but through the use of echelon to the energy storage system, backup power and other areas can be extended to 20-30 years. At present, most of the domestic power battery business in the battery cap and the shell are sealed with plastic washers, so 3 to 5 years after the aging of the plastic, the battery life will end, through the dismantling of the battery module And re-screening to the PACK again, the demand for power battery ceramic cover, relay space is very large, according to the current development trend and policy direction, energy storage field will be the next large-scale application of relay burst. So whether it is from the battery life considerations or for the preparation of the use of the late echelon, ceramic cover the market space can not be ignored.
Wang Lujian told reporters that BYD from 10 years ago began to layout this as another performance growth point, with a good ceramic seal to bypass the plastic cover of the aging of this problem, I believe that with the power of the battery to use the campaign started, BYD Will usher in another high growth point.
BYD president Wang Chuanfu once said that "the technology is the first to serve the strategy", therefore, the company's capacitor business followed the company's major policy, do ladder-style products and market planning. Yang Wei said, equipped with electric vehicles in the BYD and the market will continue to use the design, improve the capacity duty cycle, toward the small size, high capacity, strong temperature and other performance more excellent, more secure goals to achieve.
Yang Wei concluded that the electric car is the trend of the trend, after years of development and development, China's electric bus production and marketing, the application has accounted for more than 90% of the global share of the city bus electric industry has become the industry consensus, more and more cities to join the bus full electric The ranks of the. The next three years, the taxi, car full of electric will enter the rapid development period.
Therefore, it can be expected as the core components of electric vehicle products, capacitors, relays, fuses and other products market share and space will be very large and considerable.
5. Innovative business model customization and supporting services to meet market demand
The so-called wine is also afraid of alley deep, especially new energy vehicles or a new industry, so the business model has not yet fixed, the enterprises will be combined with the market, for their own advantages to expand the market.
According to the electric car resource network reporter learned that Shenzhen Ding Rui Core Technology Co., Ltd. is BYD's agents, agents BYD's relays, capacitors, IGBT, Hall current sensors, fuses and other products, Ding Rui core responsible person Wanxing in the electric Automotive Resource Network reporter said that BYD in the vertical integration of years of technology accumulation and advantages, to provide value-added services to customers. He said that BYD provides key components of the customization and integration of major components of the integrated solutions.
Beidi booth before the crowd surging
In the customization of key components, BYD from the material research and development, chip research and development, the final development of components to the vehicle manufacturing have formed a complete system, the application of the device in the vehicle experience. Currently on the market selling Qin, Tang models used on the IGBT, film capacitors, Hall current sensors and battery pack body of the relay products are customized products. These customized products will also be open to the market, and through customized services can reduce the weight and space of the device to enhance the reliability of the device.
The main components of the supporting solutions, BYD mastered the core technology and key processes, products in the BYD models also have applications, export products market reputation is also excellent.
Wanxing concluded that through the device customization and supporting solutions, can effectively reduce the cost of the device to enhance the cost of electric vehicles.
Relays and capacitors and other products have been completely external battery business or welcome "reform and opening up"
Wang Lujian said that in 2016, relay products shipments of about 3.8 million, BYD internal and external total volume of about 1.15 million (internal + external), more than 30% of the industry, January to April this year, BYD Relay shipments of about 38 million, this year BYD relay capacity planning 3 million, extrapolated reserved 1.2 million, this year's relay export target plan to do industry accounted for 10%
Yang Wei said that according to the custom busbars to support the capacitor to count, 2016 market shipments of about 750,000, BYD shipments of 200,000 (internal + external), more than 20% of the entire industry, this year the company capacitor export target Plan to do industry accounted for 10%.
From Wang Lujian and Yang Wei's statement, BYD's capacitors and relays and other products in addition to meet the internal needs, but also completely open to meet the needs of the market. This shows that in some product planning, BYD will be based on their own position and market demand to choose whether the external, so for BYD open battery business, the market seems to be more than some expectations!
