According to reports, at the upcoming tenth International Automotive Transmission and Drive Technology Symposium (TMC2018) at the end of this month, several major auto parts suppliers will demonstrate their achievements in new energy automotive technologies. Such as Bosch's e-Axle , Schaeffler's HVP2 and 48VP2 modular architectures and key technologies as well as ZF's hybrid and electric vehicle HVH control technology.
As the power system of electric vehicles no longer needs the support of traditional internal combustion engines, it will undoubtedly break the technical barriers established in the past 100 years, and mastering the core technologies of Sanden is the competitiveness of future development. Traditional car companies, such as BMW, Dai Dai Müller, Toyota, General Motors, etc., Emerging vehicle manufacturers such as Tesla, Domestic Weilai, Zero Run, etc. have all independently selected and developed the three-electric system. The market space of traditional component manufacturers has been compressed. Face the future The challenge has been that four automobile suppliers have embarked on the transition to electrification.
Fig.1 Progress of Electrification of Four Automotive Component Manufacturers
Bosch stated that there are two challenges in the future: one is the Internet of Things, and the other is the future travel. To address these two major trends, Bosch's main development direction is electrification, automation and interconnection. Bosch's annual investment in electrification reaches 400 million. Euro, about 3 billion RMB. In terms of electric vehicles, Bosch has been conducting research and development, and its products cover electric motors and electric controls. It also tried battery technology research and development because the market was dominated by several leading companies in China, Japan and South Korea and chose to give up. ZF expects to invest more than 2 billion Euros in R&D worldwide in 2018 to develop advanced electric drive products, transmission hybrid technology, vehicle safety systems and autonomous driving technology.
The proportion of R&D expenditures in the budget will increase from 6.1% in 2017 to approximately 6.5%. Compared to several other auto parts giants, ZF is more inclined to put its wealth in autopilot, but with After Van Sommer was forced to step down and the new CEO took control of ZF, the progress of entering the auto-pilot had slowed down. Nidec Denso embarked on a road of cooperation, continuous mergers and acquisitions in 2017, joint ventures, alliances, cooperation, Electrification and automatic driving continue to be upgraded in various fields. Recently, Nippon Denso has invested in the Japanese Creationline (creative line) company (a developer of open source software and agile software), and repurchased chip maker Renesas Electronics for 4.5 billion days. % of shares, continue to force the car control system and autopilot.
Schaeffler officially launched the electric vehicle business unit last month, and at the same time formulated the 'Tomorrow's plan' strategic goal, which will transform pure electric vehicle solutions, industrial 4.0 and smart car digital technology, and plan to be within the group by 2020. The electric vehicle business will account for more than 15% of the total revenue. Several parts suppliers have different emphasis, but without exception they all hope to make progress in the area of electrification and autopilot. Bosch and ZF are both in the near future. In 2011, it sold its non-core business to China, and in accordance with the trend in recent years, the four giants are optimistic about China's electric vehicle market and continue to plow.
The development of the new energy automotive industry is like the fire of the prairie fire. The entire automotive industry is rapidly transforming, and it is imperative for companies that do not want to become obsolete in the ever-changing world of technology.
