How China's new energy vehicle market volume

China's new energy vehicle market fierce competition

Q: How do Chinese automakers reduce their costs?

A:Battery pack => battery => cathode => raw materials The cost of new energy vehicles is mainly battery pack, accounting for 30%-40%.The key to reducing the cost of new energy vehicles is the battery, the key to reducing the cost of the battery is the cathode, and the key to reducing the cost of the cathode is raw materials.

Q:Why is the cost of batteries made in China so low?

A:The price of lithium batteries is affected by the price of upstream raw materials, and China has a great say in raw materials: China's top battery companies have entered the supporting system of international automobile brands, and the global installed capacity has exceeded 50%.

Q:Can the cost of new energy vehicles be compressed again?

A: Yes, the electronic control system.The upstream of the electronic control field is IGBT chip, which is a power semiconductor device with high frequency, high voltage and high current - the cost of IGBT inverter accounts for 40%-50% of the electronic control system, which is the core of the electronic control system.

Status quo: this field is still controlled by foreign countries, with a high market concentration. Mitsubishi, Infineon, Fuji, Semi-conductor and Fairchild account for 74% of the world's total.Currently, only CRRC has fully mastered the research and development, testing and system application of IGBT, and the rest of the manufacturers still rely heavily on imports of IGBT chips.

Prediction: if we have a day to do the localization of IGBT, then the cost of electronic control system must also have the possibility of a large-scale decline.