Car charger, DC/DC converter supplier summary and vehicle supporting relationship
First, the downstream supporting situation of major enterprises
The main business models of the new energy vehicle car charger and DC-DC converter industry include three types:
The first mode is a professional vehicle power supply manufacturer that directly supplies the OEM. It is characterized by strong R&D capabilities, technological advantages and channel advantages. The company develops a series of products for multi-field applications with advanced technology platforms, and is in technical specifications. Modular and standardized design of the product, directly providing the vehicle manufacturer with a new energy vehicle on-board DC/DC converter.
The second model is that system integrators with channel resources purchase products such as vehicle power supplies to provide integrated products to OEMs.
The third mode is for automakers to produce on-board DC/DC converters for self-produced new energy vehicles.
Automotive DC/DC converter companies generally use direct marketing models. The direct customers downstream of the product are integrated suppliers of new energy vehicle OEMs and OEMs. The integrated suppliers of new energy vehicle OEMs and OEMs generally customize the vehicle power supply and charging system according to the vehicle design.
Automotive DC/DC converter companies acquire orders through a variety of formats, including customized product solutions and joint development for OEMs and their integrated suppliers.
Second, the standard of the choice of suppliers by the car companies
Car chargers and DC/DC converters are important parts of new energy vehicles. Their technical level and product performance have an important impact on the quality and safety of automobiles. Therefore, customers are very strict in selecting suppliers, and they usually choose strong R&D capabilities. A DC/DC converter enterprise with advanced technology, strong financial strength, large production scale and perfect after-sales service as a supplier.
The specific requirements are as follows:
(1) Technical design requirements
R&D personnel of on-board chargers and DC/DC converters should consider the various climatic conditions, terrain conditions, vehicle usage, vehicle models, consumption grades, etc., and select suitable components to match and design appropriate pipelines. Connect the components to form an optimized system. Therefore, the production enterprise needs to have a good design matching technology to ensure that the designed product has excellent performance, small size, light weight, strong environmental adaptability, high quality and low cost.
To have a good product design matching technology, companies need to have the following conditions:
An R&D team with comprehensive theoretical analysis capabilities, test verification capabilities and experience is required;
Enterprises need to have laboratories, experimental equipment and a complete set of inspection systems that can simulate various environmental conditions;
Enterprises need to have a rigorous and efficient development process and project management system;
Enterprises need to have the ability to respond quickly to market changes, and product technology innovation is fast and efficient;
There is also a relatively broad consumer base with different needs to improve the level of matching technology in different situations.
Because it is difficult to achieve the above conditions, it is difficult for new entrants to master the design matching technology of the vehicle charger, and the enterprises with technical accumulation have advantages.
(2) Conversion efficiency is an important technical indicator for vehicle power products
Increasing the conversion efficiency of the on-board charger and DC/DC converter is beneficial to reduce the power loss during charging of the power battery. Therefore, it is of great significance to improve the conversion efficiency of the vehicle power supply and reduce the power loss during the charging and voltage conversion process. When the vehicle enterprise selects the supplier, the conversion efficiency is an important reference index.
(3) Reliability has become the main gap between manufacturers
The operating environment of new energy vehicle chargers and DC/DC converters is complex, and it faces many problems such as high temperature of the engine compartment, vibration of the whole vehicle, and drastic fluctuation of the battery voltage. This puts high demands on the reliability of the product. .
Reliability is the main gap between the vehicle power products of various manufacturers, and it is also a necessary indicator for the suppliers selected by the vehicle companies.
For reliability, it needs to be considered from three aspects: one is to control the specification through a rigorous development process (TS16949); the other is to meet the automotive-grade design; the third requires strict reliability and durability testing.
(4) Perfect after-sales service network
Automotive end users require fast, convenient, high quality and wide coverage of the after-sales service of chargers and DC/DC converter manufacturers.
To this end, production companies need to invest a lot of time, money and manpower, establish a large after-sales service network, information service system throughout the country and train a stable and experienced after-sales service team.
In addition, the new energy vehicle manufacturing enterprises are large in scale, and the equipment procurement is carried out by means of bidding or business negotiation. Generally, the headquarters framework is used for bidding. The specific sales contract is signed by its branches, subsidiaries and companies. The amount is usually large, and the service capacity of qualified suppliers is high, such as technology, cost control, delivery, and after-sales service.