Januwari 7,Nano01Ifakwe ohlwini ngokusemthethweni, isethi yokuqala yemboni yezicelo ezisemthethweni eziyishumi.Le sethi ye-Mher E “Ten in One” Super Fusive High Pressure Control Unit ihlanganiswe ne-MCU, DDC,PDU, OBC, VCU, BMS, TMCU, PTC, isiza uhlelo ukuthi lufinyelele usayizi omncane nesisindo esincane. Umkhiqizo wokulawula we-elekthronikhi we-10-in-one, omaka isinyathelo esiqinile ekuhlanganisweni kwezinsiza, ukwakhiwa kwesistimu namandla okukhiqiza, kanye nokuqedela ucezu olubaluleke kakhulu lwendida yohlu olugcwele lwemikhiqizo yobuchwepheshe ye-Zhixin.
Kungani lezi zinkampani zikhetha ukuhlanganisa?Ukuhlanganiswa kwesistimu yokushayela ugesi kudlule ekuhlanganisweni kwesakhiwo okulula, futhi kuthuthukela ekuhlanganisweni okujulile. Namuhla, ezintathu kokukodwa seziphenduke insakavukela, futhi eziningi kokukodwa ziye zachuma futhi zaba umkhuba ongenakuphikiswa. Njengamanje, imboni ibheka futhi icabanga ngokuthi yiziphi izinkampani ezikhangisa konke-kokukodwa, yiziphi izindleko noma umthelela wokusebenza ongalethwa yiwo wonke umuntu, futhi yimaphi amamodeli angabokuqala ukukusebenzisa?Ngesikhathi se-neonxEVAt inkundla, i-BYD, i-Changan, i-GAC AEON namanye ama-OEM amemezele ukuthi asebenzisa noma azokhiqiza ngobuningi i-Huawei, i-Wimmer electrics, i-Wimmer drive ye-Wimmer-one abahlinzeki babonisa izinqubo zokuhlanganisa zonke-in-one noma ukufanisa. Laba badlali abavamile embonini yezimoto yemithombo yamandla emisha banikeza ezabo izimpendulo zemibuzo engenhla ngezibonelo ezisebenzayo.I-BYD ibe ngowokuqala ukwethula i-Dolphin ngokusekelwe kunkundla yomhlangano eyisishiyagalombili koyedwa. Ukushayela kukagesi okuthathu kokukodwa, ukushaja nokusabalalisa okuthathu kokukodwa, kanye ne-VCU, imojula ye-BMS, ngokuhlanganiswa komzimba nesilawuli esihlukile se-electronic subcircuit kanye ne-algorithm yesofthiwe yokuhlanganisa okuhambisanayo, kwakha eziyisishiyagalombili emhlanganweni owodwa. Konke ekuhlanganisweni okukodwa kungasindisa i-someinductanceCapacitor namahhanisi okuxhumana, ukwabelana ngama-chip, ukubona ukwabiwa kwensiza nokusetshenziswa, ukunciphisa izindleko, futhi kuthuthukise kakhulu amandla okushaja.Ngokubuka kwe-Deep Blue Automobile, umhlangano wedrayivu kagesi yonke into eyodwa, ngokuhlanganiswa kwedrayivu kagesi kanye nokuphakelwa kwamandla, i-VCU, i-BMS, i-TMS, njll., ingafinyelela ukuncishiswa kokusebenza kukagesi, ukwehlisa idrayivu yokunciphisa ivolumu. Ngokuhlanganiswa okujulile kwesistimu yokushayela ugesi, iplatifomu ye-Changan superset electric drive izuze umklamo ophansi kakhulu we-Z, okuletha ukusebenza kahle okukhulu.
I-Huawei digital energy iveze ukuthi inhloso yokuhlanganisa ukwenza lula umjikelezo wokuthuthukiswa kwesikhungo sokusingatha, ukunciphisa izindleko zokuthuthukiswa, ukuthuthukisa ulwazi lokushayela. Ngokusebenzisa i-chip fusion yokuqala, ukuhlanganiswa kwamandla, ukuhlanganiswa komsebenzi kanye nokuhlanganiswa kokulawulwa kwesizinda, inani le-BOM lincishiswa ngo-40% futhi inani le-chip liyancipha ngo-60%. Imodyuli yesizinda samandla ivumela izinkampani zemoto ukuthi zifinyelele ukuhlanganiswa okulula kwesizinda samandla, ukuqinisekiswa okulula, ukuthuthukiswa okulula, kanye nokwanda kwe-30% ekusebenzeni kahle kwentuthuko. Ngesikhathi esifanayo, imojula yesizinda samandla e-hyper-fusion yenza ukwakheka kwekhabhini yangaphambili kube mfushane kakhudlwana, ingamisa ibhokisi eliyisipele langaphambili, futhi ikhulule indawo yangaphakathi eyengeziwe, ithuthukise ukunethezeka kokushayela kwabasebenzisi, futhi ilethe isikhala nolwazi lwemoto ye-B-class ku-tram ehlanzekile ye-A-class. I-DCDC / PDU / VCU / BMS nezinye izakhi ezingaphandle kwemoto, isilawuli sikagesi nesinciphisi, ihhanisi lezintambo zegobolondo nezinye izingxenye, ihlanganisa amasekethe kagesi nama-algorithms esoftware ukuze kuzuzwe inhloso yokunciphisa izindleko nokwandisa ukusebenza kahle, futhi ibona ukuncipha kwezindleko ze-BOM. Ngakolunye uhlangothi, ngokombono wokuphathwa kwe-supply chain of OEMs, konke-kukodwa kungenza kube lula umjikelezo wokuthuthukiswa kwama-OEM futhi kunciphise izindleko zentuthuko. Ikakhulukazi, ama-OEM ezimoto ezincane zikagesi anezindleko eziphakeme zokuphatha abahlinzeki abaningi, anciphisa inani labaphakeli bezingxenye, futhi akhethe uhlelo oludidiyelwe kakhudlwana lokushayela ugesi, olungenza ukuphatha kube lula, ukuze kufezwe inhloso yokunciphisa izindleko zokusebenza futhi kuzuzwe ukuphatha okuphumelelayo. Ayisavimbeli i-VKusekelwe kudatha yezimoto zemithombo yamandla amasha eminyakeni emine edlule, i-NE1020 ithole ukuthi kusukela ezinyangeni ezingu-20 kuya kwezingu-20 zokuqala kusukela ezinyangeni ezingu-20 kuya kwezingu-21 ingxenye yabathathu kokukodwa inyuke isuka ku-55.6% yaya ku-66.5%. Esinye isabelo semakethe esikhula ngokushesha yi-All-in-one, ekhule isuka ku-0.5% encane kuya ku-19.1% enganakwa eminyakeni emine.Ukwanda komthamo ofakiwe wesistimu yokushayela kagesi yonke into eyodwa kuye kwadlula uhlelo lonke, futhi ukunaka kwesistimu kuyanda usuku nosuku. Ama-OEM amaningi ahlola ukusetshenziswa kwamasistimu ezinto zonke ezimotweni zezinsiza zamandla ezintsha ezibiza izindleko ngamaketango awo okunikezwayo noma ngokubambisana nabahlinzeki bezinkampani zangaphandle.
Amamodeli asetshenziswa kuwonke-wonke kanye namabhizinisi ahamba phambili ngemuva kwawo akhombisa izici ezilandelayo ngemuva kokuhlaziya ngokucophelela: Izimoto zikagesi zeJianghuai, Ruilan kanye ne-BYD's A0 kanye ne-A-Class zizokuqala ukuhlangana endaweni eyodwa. Ngaphansi kokwehla okuqhubekayo kwezimoto zokuhamba futhi zincipha, izimoto zikagesi ezincane nezimaphakathi zizwela kakhulu izindleko. Iqhutshwa yilokhu, i-OEM ikhethe ukwamukela i-All-in-one eqhubeka yonga amahhanisi ezintambo nesisindo, futhi inezinzuzo zezindleko.I-Deep Blue, i-seal, i-Buick, i-Buick, ibheka phezulu kanye nezinye i-B class nangaphezulu ukusetshenziswa kwe-EVS kwengxenye eyodwa-in-one uma kuqhathaniswa no-2022 kube nokukhuphuka okuphawulekayo. Lena i-OEM esekelwe ezindlekweni nasekucatshangelweni kwe-miniaturization ekufingqeni isipiliyoni sohlelo lokusebenza lwesilawuli sesizinda samandla.Isilinganiso se-OEM sokuzithuthukisa kanye nokuzenzela konke-kokukodwa singu-93.1%. I-BYD, i-Deep Blue Auto, i-BAIC izinsiza zamandla amasha, i-SAIC, njll. Ingxenye yezixazululo ezihlangene zonke ezinikezwe izinkampani zangaphandle yayingu-6.9%, emele izixazululo ze-multi-in-one ezinikezwa amabhizinisi afana ne-Embol, LG kanye ne-Huawei Digital Energy. Isistimu yokushayela kagesi eyisishiyagalombili koyedwa okhiqizwe yi-LG iwuhlelo oluhlanganisa konke okukodwa olwakhiwe yi-SGM.Isici esisodwa esibonisayo,Ukunciphisa izindleko zemoto kudinga ukwakhiwa kohlelo oluhlanganisa izinto eziningi kwelinye, kunxuse imboni yokusingatha ukuthi yamukele, ifake isicelo, ikhuthaze izinto eziningi kokukodwa. Leli yithuba lokuthi izabelo zemakethe ezixubene neyodwa zikhule ngokushesha.Isici sesibili sibonisa umthamo owedlulele wemakethe,Inzuzo yezindleko zakho konke okunye kwanele ukuheha izimoto ezisebenza ngogesi ezisezingeni eliphezulu ukuthi zisekele.Izici ezi-3 ezinselele abahlinzeki bezinkampani zangaphandle. Njengoba i-All-in-one idinga ukuxhumanisa amasistimu amaningi afana nokushayela kukagesi, ukuphathwa kwebhethri, ukushaja nokusabalalisa ngokombono wemoto, i-OEM Ifaneleka Kangcono Ukuthuthukisa Izixazululo Ze-All-in-One. Kodwa-ke, izimoto zikagesi ezincane nezimaphakathi ezigxile kuzindleko ngokombono wokunciphisa izindleko ze-BOM nezindleko zokuphatha, cishe zizonikezwa izixazululo zokupakisha zezinkampani zangaphandle.Ngakho-ke, iphromoshini yesikhathi esizayo izogxila kumakhasimende, ibe yizindleko, ithuthukiswe ma-OEMs, imakethe yabahlinzeki benkampani yangaphandle ekhawulelwe, nokunye okwengeziwe kwama-OEM amancane naphakathi.
Isikhathi sokuthumela: Feb-01-2024