Fighting against the rise of the Ningde era BYD sacrificed "E platform"

With the rapid development of new energy vehicles, the lithium power industry has risen rapidly. In this wave of the tide, the Ningde era(CATL) is a name that can not be ignored.

Only seven years after its establishment in 2011, the CATL has become one of the largest power battery manufacturers in China's new energy automotive industry, with an estimated value of over 100 billion, 24 days of lightning, and a joint venture with BMW Brilliance. The brand's cooperation began to enter the new energy automotive industry chain. Hand in hand with steam, east wind, Chang 'an Auspicious. The Ningde era(CATL) has become the most attractive hot spot for China's new energy automotive industry. In 2017, it was the first time that the power battery installed capacity was taken away from the original new energy car leader BYD.

From anonymity to rapid rise, it has become a leading company in the power battery field. The CATL is not a background startup. In fact, the Ningde era was affiliated with ATL(New Energy Technology Company). ATL is a Chinese company controlled by TDK, a Japanese manufacturer of electronic raw materials and components. In consumer electronics, ATL is already the preferred battery provider for high-end smartphones, and companies such as Samsung, Apple, Huawei, and OPPO are ATL customers. The Ningde era is ATL's power battery branch.

In terms of installed capacity in 2017, the Ningde era is well-deserved as the world's king of new energy car power batteries, and in 2016 this throne still belongs to BYD. For the rapid rise of the powerful rival of the CATL, BYD, the leader of China's new energy automotive industry, will certainly not watch the original power battery leader's status be taken away by the Ningde era. In 2017, BYD officially opened its new energy vehicle supply chain to the outside world, and in the confrontation with the Ningde era, from Guoxuan Gaoke, who is the leader of the power battery, to carrying out technical cooperation with Beiqi New Energy. Starting from Dongfeng commercial vehicles, BYD power batteries were used to head BYD Wang Chuanfu, chairman of the Great Wall Automobile Chairman Weijianjun; Finally, it signed a deep cooperation agreement with Chang 'an Automobile on new energy vehicles; In the era of BYD and Ningde, the full competition for the power battery's throne began.

As the first company in the world to start exploring the field of new energy vehicles, BYD has a business layout of almost all industrial chains. From the most upstream lithium carbonate mining and purification in cooperation with Salt Lake shares to the development and production of power batteries, to Motors, BMS, IGBTs, etc., to the development and sales of new energy vehicles. BYD can be said to have almost completed the development of the entire industrial chain of new energy vehicles. Compared to BYD, the Ningde era can provide only power battery monomer(core), module(PACK), battery management system(BMS) and other products for downstream automotive companies. The motor, motor controller, DC inverter, high voltage distribution equipment, charging equipment .... need the entire vehicle company to find other suppliers to provide.

In order to ensure the leadership of the new energy car industry, in addition to the open supply of power batteries, BYD has come up with a more powerful killer: "E platform."

What is "E platform"? As the name implies, the E platform is a pure electric vehicle development platform. According to BYD's explanation, the "E platform" consists of 33111. The first 3 is the three-in-one driving motor + motor controller + reducer; The second 3 is DC-DC(DC power supply module) + charger + distribution box three-in-one; The three 1s represent a PCB board that integrates 10-1 control modules such as instrumentation, air conditioning, and audio, and a smart automatic rotation screen equipped with a "DiLink Smart Network Link System" and a long life and performance. Stable battery pack. This "E platform" can provide a one-stop solution for pure electric vehicle systems for vehicle companies. The rest of the vehicle manufacturer's work only needs to design the corresponding body and the corresponding chassis suspension system is sufficient. The "E-SEED" pure electric concept car on display at the Beijing Motor Show is the latest "sample" under BYD's "E platform." The 600km range and 3.9 seconds of acceleration can be said to be another muscular way for BYD to target competitors.

Professional power battery supplier Ningde era vs professional power battery supplier + professional electric vehicle system solution vendor BYD, after all, who can become the absolute winner of the new energy car industry, we wait and see.

The page contains the contents of the machine translation.