Pasi pechinyakare 400V chivakwa, chisingaperi maginetimotavane tsika yekudziya uye demagnetization pasi peyakanyanya ikozvino uye yakanyanya kumhanya mamiriro, zvichiita kuti zviome kuvandudza iyo yakazara mota simba. Izvi zvinopa mukana weiyo 800V dhizaini yekuwana yakawedzera simba remota pasi pesimba razvino. Pasi peiyo 800V yekuvakisa, iyomotainotarisana nezvikuru zviviri zvinodiwa: kutakura kudzivirira ngura uye kukwidziridzwa kwekuita kwekudzivirira.
Technology Route Trends:
Motor winding process nzira: flat wire. A flat wire motor zvinoreva amotaiyo inoshandisa flat copper clad winding stator (kunyanya inogara magineti synchronous mota). Kana ichienzaniswa neyakatenderedzwa waya mota, yakadzika waya mota ine zvakanakira senge saizi diki, yakakwira slot yekuzadza mwero, yakakwira simba density, yakanaka NVH kuita, uye zvirinani kupisa kwemafuta uye kupisa kupisa kuita. Inogona kusangana zvirinani nekuita kwekutsvaga kuremerwa, kusimba kwesimba, uye zvimwe zvinodiwa pakuita pasi pemapuratifomu emagetsi epamusoro, Panguva imwecheteyo, inogona kuderedza dambudziko rekutakura ngura rinokonzerwa nekuparara kwefirimu remafuta uye kuumbwa kweshaft ikozvino kana shaft voltage yakakwira.
1.Motor kutonhora tekinoroji maitiro: kutonhora kwemafuta. Kutonhora kwemafuta kunogadzirisa zvakaipira tekinoroji yekutonhodza mvura nekudzikisa huwandu hwemota uye kuwedzera simba. Chakanakira kutonhora kweoiri ndechekuti oiri ine isiri-conductive uye isiri magineti zvivakwa, zvirinani insulation kuita, uye inogona kubata zvakananga zvikamu zvemukati zvemotor. Pasi pemamiriro akafanana ekushanda, kupisa kwemukati kwemafuta kunotonhoramotadzinenge 15% dzakaderera pane dzemvura yakatonhodzwamota, zvichiita kuti zvive nyore kuti injini iparadze kupisa.
Kudzora kwemagetsi: SiC imwe mhinduro, inoratidza mabhenefiti ekuita
Kuvandudza kushanda nesimba, kuderedza kushandiswa kwesimba, uye kuderedza huwandu. Nekufambiswa mberi kwe800V yakakwira voltage yekushanda papuratifomu yemabhatiri, zvinodiwa zvepamusoro zvakaiswa pamberi kune zvikamu zvine chekuita nemagetsi ekutyaira uye zvemagetsi kutonga.
Zvinoenderana nedata kubva kuFodie Power, silicon carbide zvishandiso zvine zvinotevera zvakanakira mukushandiswa kwemota controller zvigadzirwa:
1. Inogona kuvandudza kushanda kwemitoro yakaderera mumagetsi ekutonga, kuwedzera huwandu hwemotokari ne5-10%;
2. Wedzera simba remagetsi emutongi kubva ku18kw / L kusvika ku45kw / L, iyo inobatsira kune miniaturization;
3. Kuwedzera kushanda kweiyo inobudirira zone accounting ye85% ne6%, uye kuwedzera kushanda kwepakati uye yakaderera nzvimbo yekutakura ne10%;
4. Kuwanda kwesilicon carbide electronic control prototype yakaderedzwa ne40%, iyo inogona kunyatsogadzirisa kushandiswa kwenzvimbo uye kubatsira mukugadzirwa kwemaitiro miniaturization.
Magetsi anodzora nzvimbo kuverenga: Saizi yemusika inogona kusvika 2.5 bhiriyoni yuan,
Makore matatu CAGR189.9%
Pakuverengera kwenzvimbo yemutongi wemotor pasi peiyo 800V mota modhi, isu tinofungidzira kuti:
1. Motokari itsva yemagetsi iri pasi pe-high-voltage platform inogadzirirwa seti yevatongi vemotokari kana gungano remagetsi;
2. Kukosha kwemotokari imwe chete: Kubva pamari / kutengesa kwezvigadzirwa zvinoenderana zvakaziviswa mu2021 gore negore reIntel, kukosha i1141.29 yuan / set. Tichifunga kuti kufarirwa uye kusimudzirwa kwesilicon carbide zvishandiso mumunda wemagetsi ekudzora zvigadzirwa mune ramangwana kuchaita kuti kuwedzera kweiyo unit kukosha kwezvigadzirwa, isu tinofungidzira kuti mutengo weyuniti uchave 1145 yuan / set muna 2022 uye kuwedzera gore ne gore.
Zvinoenderana nekuverenga kwedu, muna 2025, nzvimbo yemusika yepasi rose yevanodzora magetsi papuratifomu ye800V ichave 1.154 bhiriyoni yuan uye 2.486 bhiriyoni yuan, zvichiteerana. Iyo CAGR yemakore 22-25 ichave 172.02% uye 189.98%.
Motokari magetsi ekupa: SiC mudziyo application, inotsigira kusimudzira kwe800V
Panyaya yekuvandudza kuita kwechigadzirwa: Kuenzaniswa neyekare silicon MOS machubhu, silicon carbide MOS machubhu ane hunhu hwakanaka senge yakaderera conduction resistance, yakakwirira voltage resistance, yakanaka high-frequency maitiro, yakakwirira tembiricha kuramba, uye yakanyanya kudiki junction capacitance. Kana ichienzaniswa neyemagetsi emagetsi emagetsi zvigadzirwa (OBC) ine Si-based zvishandiso, inogona kuwedzera switching frequency, kuderedza vhoriyamu, kuderedza uremu, kunatsiridza kuwanda kwemagetsi, uye kuwedzera kugona. Semuenzaniso, nguva yekushandura yakawedzera ne4-5 nguva; Deredza vhoriyamu kanenge ka2; Deredza uremu ne2 nguva; Kuwanda kwesimba kwakawedzerwa kubva ku2.1 kusvika ku3.3kw/L; Kubudirira kwekuita ne3%+.
Iko kushandiswa kweSiC zvishandiso kunogona kubatsira zvigadzirwa zvemagetsi emotokari kutevedzera mafambiro akaita senge yakakwira simba density, yakakwira shanduko inoshanda, uye lightweight miniaturization, uye zvirinani kuenderana nezvinodiwa zvekuchaja nekukurumidza uye kuvandudzwa kwemapuratifomu e800V. Iko kushandiswa kweSiC magetsi emagetsi muDC / DC kunogonawo kuunza yakakwira voltage kuramba, kurasikirwa kwakaderera, uye kureruka kune zvishandiso.
Panyaya yekugadzira kukura kwemusika: Kuti uenderane neyakajairwa 400V DC inokurumidza kuchaja murwi, mota dzakashongedzerwa ne800V voltage papuratifomu dzinofanirwa kunge dzakashongedzerwa neimwe DC/DC inoshandura kuti ikwidze 400V kusvika 800V yeDC inokurumidza kuchaja mabhatiri emagetsi, izvo zvinowedzera kuwedzera kudiwa kweDC / DC zvishandiso. Panguva imwecheteyo, iyo yepamusoro-voltage chikuva yakasimudzirawo kukwidziridzwa kwe-on-board charger, kuunza mitsva yekuwedzera kune yakakwira-voltage OBC.
Kuverengera kweVehicle Power Supply Space: Inopfuura mabhiriyoni matatu yuan munzvimbo mumakore makumi maviri nemashanu, yakapetwa CAGR mumakore makumi maviri nemaviri-25.
Pakuverengera kwenzvimbo yechigadzirwa chemagetsi emagetsi (DC/DC converter & mota charger OBC) pasi peiyo 800V mota modhi, isu tinofungidzira kuti:
Motokari itsva ine simba ine seti yeDC/DC converters uye onboard charger OBC kana seti yeboardboard power integrated products;
Musika Nzvimbo Yemotokari Zvigadzirwa = Kutengeswa kweMotokari Itsva dzeMagetsi × Iko kukosha kwemotokari yega yechigadzirwa chinoenderana;
Kukosha kwemota imwe chete: Kubva pamari/kutengesa vhoriyamu yechigadzirwa chinoenderana mushumo wepagore we2021 weXinrui Technology. Pakati pavo, iyo DC / DC inoshandura ndeye 1589.68 yuan / motokari; Iyo paboard OBC ndeye 2029.32 yuan/motokari.
Zvinoenderana nekuverenga kwedu, pasi pepuratifomu ye800V muna 2025, nzvimbo yemusika wepasi rose yeDC/DC inoshandura ichave 1.588 bhiriyoni yuan uye 3.422 bhiriyoni yuan, zvichiteerana, neCAGR ye170.94% uye 188.83% kubva 2022 kusvika 2025; Musika wepamusha uye wepasi rose nzvimbo ye-on-board charger OBC i2.027 bhiriyoni yuan uye 4.369 bhiriyoni yuan, zvichiteerana, ine CAGR ye170.94% uye 188.83% kubva 2022 kusvika 2025.
Relay: Kuwedzera kwemutengo wehuwandu pasi peyakanyanya voltage maitiro
Yakakwira voltage DC relay ndiyo yakakosha chikamu chemota nyowani dzesimba, ine imwe mota yekushandisa ye5-8. I-high-voltage DC relay ivhavhavha yekudzivirira yemotokari itsva yemagetsi, iyo inopinda munharaunda yakabatana panguva yekushanda kwemotokari uye inogona kuparadzanisa simba rekuchengetedza simba kubva kumagetsi emagetsi kana kukanganisa kwemotokari. Parizvino, mota nyowani dzemagetsi dzinoda kuve dzakashongedzerwa ne5-8 high-voltage DC relays (kusanganisira 1-2 main relays echimbichimbi switch yeyakakwira-voltage wedunhu kana pakaitika tsaona kana kutadza kwedunhu; 1 pre charger kugovera 1-2 majaja anokurumidza kuparadzanisa yakakwira-voltage kana 1-2 yakajairika yekuchaja relay;
Kuverengera kwenzvimbo yekudzosera: 3 bhiriyoni yuan muchadenga mukati memakore makumi maviri nemashanu, neCAGR inodarika kaviri mumakore makumi maviri nemaviri.
Kuti uverenge nzvimbo yerelay pasi peiyo 800V mota modhi, isu tinofungidzira kuti:
High voltage mota nyowani dzemagetsi dzinoda kuve ne5-8 relays, saka isu tinosarudza avhareji, ine imwe mota inodiwa ye6;
2. Tichifunga nezvekuwedzera kwekukosha kweDC relays pamotokari nekuda kwekusimudzirwa kwepamusoro-voltage relay platforms mune ramangwana, tinotora mutengo wechikwata che 200 yuan per unit muna 2022 uye kuwedzera gore negore;
Zvinoenderana nekuverenga kwedu, nzvimbo yemusika yeakakwira-voltage DC inotenderera pa800V papuratifomu muna 2025 iri padyo nemabhiriyoni matatu eyuan, ine CAGR ye202.6%.
Thin film capacitors: yekutanga sarudzo mumunda wesimba idzva
Mafirimu matete akave akasarudzika nzira kune electrolysis mumunda wesimba idzva. Iyo yakakosha chikamu chemagetsi control system yemagetsi matsva mota inverter. Kana iyo voltage fluctuation pabhasibar ikadarika iyo inotenderwa siyana, inokonzeresa kukuvadza kune IGBT. Naizvozvo, zvinodikanwa kushandisa capacitors kutsvedzerera uye kusefa iyo inobuda voltage yeinogadzirisa, uye kutora yakakwira amplitude pulse ikozvino. Mumunda we inverter, ma capacitor ane yakasimba surge voltage resistance, kuchengetedzwa kwepamusoro, hupenyu hurefu, uye kupisa kwakanyanya kuramba kunodiwa. Mutete firimu capacitors anogona kuita zviri nani zviri pamusoro apa, zvichiita kuti ive sarudzo inosarudzwa mumunda wesimba idzva.
Iko kushandiswa kwemotokari imwe chete kuri kuwedzera zvishoma nezvishoma, uye kudiwa kwemafirimu matete capacitor kuchave kwakanyanya kudarika mwero wekukura kweindasitiri yemotokari yemagetsi. Kudiwa kwemapuratifomu emagetsi emagetsi epamusoro-soro kwawedzera, nepo mota dzemagetsi dzepamusoro-soro dzakashongedzerwa ne-high-voltage inokurumidza kuchaja kazhinji dzinoda kuve ne 2-4 dzakatetepa mafirimu capacitor. Zvigadzirwa zvemufirimu capacitor zvakaonda zvichatarisana nekudiwa kukuru kupfuura mota nyowani dzesimba.
Kudiwa kwemafirimu matete capacitors: High voltage nekukurumidza kuchaja kunounza kukura kutsva, ine AGR ye189.2% kwemakore 22-25.
Pakuverengera kwenzvimbo yevatete firimu capacitor pasi peiyo 800V mota modhi, isu tinofungidzira kuti:
1. Mutengo wemafirimu akaonda capacitor anosiyana zvichienderana nemhando dzakasiyana dzemotokari uye mota simba. Iyo yakakwirira simba, iyo yakakwirira kukosha, uye inowirirana yakakwirira mutengo. Tichifunga mutengo wepakati we300 yuan;
2. Kudiwa kwemotokari itsva dzemagetsi ane high-pressure fast charger ndeye 2-4 units per unit, uye isu tinotora avhareji yekuda kwe3 units per unit.
Zvinoenderana nekuverenga kwedu, iyo firimu capacitor nzvimbo yakaunzwa ne800V inokurumidza kuchaja modhi muna 2025 i1.937 bhiriyoni yuan, ine CAGR = 189.2%
High voltage connectors: kunatsiridza mukushandiswa uye kuita
High voltage connectors yakaita setsinga dzeropa mumuviri wemunhu, basa radzo nderekuenderera mberi nekufambisa simba kubva kubhatiri system kuenda kune akasiyana masisitimu.
Panyaya yedosage. Parizvino, iyo yese mota system yekuvakisa ichiri kunyanya kubva pa400V. Kuti zvizadzise kudiwa kwe800V nekukurumidza kuchaja, iyo DC/DC voltage converter kubva pa800V kusvika 400V inodiwa, nekudaro ichiwedzera huwandu hwezvinobatanidza. Naizvozvo, iyo yakakwira-voltage yekubatanidza ASP yemotokari nyowani dzemagetsi pasi peiyo 800V yekuvakisa ichave yakanyanya kuvandudzwa. Isu tinofungidzira kuti kukosha kwemotokari imwe chete kunosvika 3000 yuan (motokari dzechinyakare dzinofambiswa nemafuta dzine kukosha kunosvika 1000 yuan).
Panyaya ye tekinoroji. Izvo zvinodikanwa zvekubatanidza mune yakakwira-voltage masisitimu zvinosanganisira:
1. Iva nemagetsi akakwirira uye kushanda kwepamusoro ikozvino;
2. Ita mabasa ekudzivirira kwepamusoro-soro pasi pemamiriro akasiyana-siyana ekushanda;
Ive yakanaka electromagnetic shielding performance. Naizvozvo, kuti usangane nezvinodiwa zvekuita pasi peiyo 800V maitiro, iyo tekinoroji iteration ye-high-voltage connectors haidzivisiki.
Fuse: Kuwedzera kwekupinda mwero wemafuse matsva
Mafusi ndiwo "mafusi" emotokari itsva dzine simba. Fuse mudziyo wemagetsi wekuti, kana ikozvino muhurongwa inopfuura kukosha kwakayerwa, kupisa kunogadzirwa kunosanganisa kunyungudika, kuzadzisa chinangwa chekubvisa dunhu.
Kupinda kwemafuse matsva kwakawedzera. Iyo fiyuzi yekukurudzira inokonzereswa nechiratidzo chemagetsi kuti ivhure chishandiso chekusimudzira, ichichibvumira kuburitsa simba rakachengetwa. Kuburikidza nemagetsi simba, inokurumidza kuburitsa zororo uye inopedzisa arc kudzima kwechikanganiso chakakura, nekudaro ichicheka ikozvino uye nekuwana kudzivirira. Kuenzaniswa nemafizi echinyakare, iyo excitor capacitor ine hunhu hudiki diki, yakaderera simba rekushandisa, yakasimba ikozvino kutakura kutakura, kuramba kune makuru anovhundutsa, kukurumidza kuita, uye inodzoreka kuchengetedza nguva, zvichiita kuti ive yakakodzera kune yakakwira voltage masisitimu. Pasi pemaitiro e800V architecture, chiyero chekupinda kwemusika chekukurudzira fuse chichakurumidza kuwedzera, uye zvinotarisirwa kuti kukosha kwemotokari imwe chete kuchasvika 250 yuan.
Kuverengera nzvimbo yemafuse uye yakakwira-voltage yekubatanidza: CAGR = 189.2% kubva pamakore makumi maviri nemaviri kusvika makumi maviri nemashanu
Pakuverengera kwenzvimbo yemafuse uye akakwira-voltage majoini pasi peiyo 800V mota modhi, isu tinofungidzira kuti:
1. Kukosha kwemotokari imwe chete ye-high-voltage connectors inenge 3000 yuan / motokari;
2. Kukosha kwemotokari imwe chete yefuse inenge 250 yuan / motokari;
Zvinoenderana nekuverenga kwedu, nzvimbo yemusika yeakakwira-voltage yekubatanidza uye fuse yakaunzwa ne800V inokurumidza kuchaja modhi muna 2025 i6.458 bhiriyoni yuan uye 538 miriyoni yuan, zvichiteerana, ine CAGR=189.2%
Nguva yekutumira: Nov-10-2023
