Development Status and Prospects of China's New Energy Automobile Motor and Controller Industry in 2018
In recent years, under the support of the state's policy of vigorously promoting the development of new energy vehicles, the entire new energy vehicle industry has shown a booming trend. As the largest market for new energy vehicles, Chinese companies rely on new energy vehicles to stand on the same starting line with foreign companies for the first time, and the driving motor and control technology, which is an important component of new energy vehicles, also determines the future development of new energy vehicles. The breadth and breadth of its importance are self-evident. In 2017, driven by the strong new energy vehicle market, China's new energy vehicle motor electric control kits exceeded 700,000 sets, and the industry market scale reached 22.5 billion yuan. It is expected that the industry market development will remain strong in 2018 and the market size is expected to continue to climb.
New energy vehicle production and sales continue to climb, new energy vehicle motor and controller supporting industry ushered in development opportunities
The production and sales of new energy vehicles are the basis for the development of supporting industries for new energy vehicles and motors. Under the pressure of national policies and environmental protection pressures, China's new energy vehicle market is gradually starting to take off. The 2011-2014 pure single digit production and sales data is in stark contrast to the doubling of market production and sales in 2015. In 2016 and 2017, the production and sales volume of domestic new energy vehicles maintained a growth rate of more than 45%, especially the average growth rate of market sales for two years was over 53%. In 2017, the production and sales volume of new energy vehicles in China were 794,000 and 777,000, respectively, which remained basically balanced.
Driven by the rapid growth of new energy vehicle production and sales, China's new energy vehicle motor electronically controlled installed market also showed a rapid growth trend. According to statistics, in 2011, the number of electronically controlled electric motors installed in China's new energy vehicles was only 7,000, mainly because the new energy vehicle market was not opened at that time, and the production and sales volume remained low; the trend of turbulence remained in 2012-2014; 2015 At the same time that the new energy vehicles have doubled, the number of electronically controlled electric motors installed in new energy vehicles has also shown a geometric growth, from 72,000 sets to 400,000 sets; it has maintained rapid growth in 2016-2017. On the premise of the high-speed growth of the electronic control installed capacity of new energy motors, the market size of China's new energy vehicle motor and controller industry has also reached 22.5 billion yuan in 2017.
New energy vehicle motor and controller technology is iteratively upgraded and accelerated, permanent magnet synchronous motor is absolutely mainstream
One of the root causes of such high-speed growth in the new energy automotive motor and controller industry is the continuous innovation and advancement of new energy vehicle motor control technology. The application technology of the cutting motor in the field of new energy vehicles has become more mature. Among them, the permanent magnet synchronous motor has achieved many breakthroughs due to its high efficiency. At present, the electric motor technology in the field of new energy vehicles in China has made many breakthroughs. The advantages of high asynchronous and high-frequency synchronous power density and small volume occupy the largest share of the domestic motor market. In the field of passenger cars.
AC asynchronous motor is relatively simple due to its low cost and simple structure, and its control technology is relatively mature. However, its large size and heavy weight all restrict its wide application to a certain extent, mainly used in new energy. Passenger cars and some passenger cars.
According to the production data (motor electric control) of the new energy vehicles sold by the Geshi Automobile Research Institute, it is found that in the Chinese market, most of the pure electric vehicles use permanent magnet synchronous motors. According to statistics, among the 157 pure electric passenger cars, there are 113 models using permanent magnet synchronous motors, 40 types of AC asynchronous motors, 2 types of excitation synchronous motors, and 1 type of external excitation synchronous motors. The Cadillac CT6PHEV uses a dual motor including an AC asynchronous motor and a permanent magnet synchronous motor.
In the field of passenger cars, permanent magnet synchronous motors still occupy the mainstream position. According to statistics, among the 377 pure electric buses, there are 354 models with permanent magnet synchronous motors and 21 models for AC asynchronous motors.