Introduction: With the adjustment of oil price fluctuations and the increasing penetration rate of new energy vehicles, the demand for fast charging of new energy vehicles is becoming increasingly urgent. Under the current dual background of achieving carbon peaking, carbon neutrality goals and soaring oil prices, new energy vehicles can reduce energy consumption and reduce pollutant emissions. The promotion of new energy vehicles is regarded as the only way to fulfill the promise of carbon reduction. New energy vehicles Sales have also become a new hot spot in the auto market.
With the continuous development and updating of new energy technologies, fast charging and battery replacement have gradually spread to major cities. Of course, only a small number of companies currently have battery replacement, and subsequent development will become an inevitable trend.
The power supply is a device that provides power to electronic equipment. It is composed of semiconductor power devices, magnetic materials, resistors and capacitors, batteries and other components. The production and manufacturing involve technologies such as electrical engineering, automatic control, microelectronics, electrochemistry, and new energy. The stability of the power supply directly affects the working performance and service life of electronic equipment. In the vast majority of cases , the electrical energy produced by generators and batteries cannot directly meet the requirements of electrical or electronic equipment and other power-consuming objects. It is necessary to convert the electrical energy again. The power supply has the ability to process crude electricity into high-efficiency, High-quality, high-reliability functions of different forms of electric energy such as AC, DC, and pulse.
New energy vehicles can quickly occupy the automotive market, mainly due to its high-tech, including intelligent driving, Internet of Things , on-board sensing systems, etc. The necessary conditions for its realization are inseparable from digital chips , sensor chips and memory chips . semiconductor technology. The trend of intelligentization and electrification of automobiles will inevitably drive the value of automotive semiconductors to increase. Semiconductors are widely distributed in various control and power management systems of automobiles, that is, automobile chips. It can be said that it is the “brain” of the vehicle’s mechanical components, and its role is to coordinate the normal driving functions of the car. Among the several major functional areas of new energy vehicles, the main areas covered by the chip are: battery management, driving control, active safety, automatic driving and other systems. The power supply industry has a wide range of products. The power supply can convert various forms of energy into electrical energy, and is the heart of various electronic devices. According to the functional effect, the power supply can be divided into switching power supply, UPS power supply (uninterruptible power supply), linear power supply, inverter, frequency converter and other power supplies; according to the power conversion form, the power supply can be divided into AC/DC (AC to DC) , AC/AC (AC to AC), DC/AC (DC to AC) and DC/DC (DC to DC) four categories. As the basis of electronic equipment and electromechanical facilities, different power supplies have different working principles and functions, and can be widely used in many fields such as economic construction, scientific research, and national defense construction.
Some domestic traditional automobile manufacturers have also begun to focus on the extension and expansion of the upstream and downstream of the industrial chain, actively deploying the automotive semiconductor industry, and constantly innovating in the emerging field of automotive semiconductors, becoming the main path to support the development of my country’s automotive semiconductors. Although my country is still in a weak position in terms of the overall development status of automotive semiconductors, breakthroughs have been made in the application of semiconductors in individual fields.
Through mergers and acquisitions and endogenous development of these companies, China’s automotive-grade semiconductors are expected to achieve a major breakthrough and realize “independent” substitution of imports. Related automotive semiconductor companies are also expected to benefit deeply, and at the same time bring opportunities for significant increase in the value of single-vehicle semiconductors. By 2026, the market size of my country’s automotive chip industry will reach 28.8 billion US dollars. More importantly, the policy favors the automotive electronic chip industry, which has brought high-quality development conditions for the automotive chip industry.
At this stage, wireless charging of electric vehicles still faces the practical problem of high cost. “Equipment suppliers should systematically propose cost control strategies in terms of product categories, standard systems, and application scenarios to meet the requirements of car companies in terms of cost, volume, weight, safety, and interoperability.” Liu Yongdong suggested that electric vehicle wireless Charging must grasp the entry point of the market, apply it to some vehicles in stages, steps, and scenarios, improve product performance in corresponding product types, and gradually promote industrialization.
With the continuous popularization of new energy vehicles and the upgrading of intelligent vehicles, the demand for integrated circuits, as the most critical component of smart devices, continues to be strong. In addition, the application of 5G, artificial intelligence , and intelligent network technologies in the automotive field is gradually deepening, and the application of chips in the automotive industry will continue to grow. showing a long-term growth trend.
Post time: Jan-05-2023