Trend analysis of new energy vehicle charging module industry in 2020

As the core component of the charging pile, the EV charger module  belongs to a large category of power products, born out of the early modular application of electric power and communication power. The EV charger module  not only provides energy and power, but also controls and converts the circuit to ensure the stability of the power supply circuit and is suitable for charging various types of power batteries; the performance of the module not only directly affects the overall performance of the charging pile, but also relates to charging safety The problem is the core of building a high-power charging infrastructure. For companies with the ability to manufacture electric power sources such as EV charger module s, they will occupy an important position and play a key role in the future charging pile competition market.

The EV charger module , also known as the power module, is the only core product with technical barriers in the entire charging pile industry. At present, its important technology is only in the hands of a few companies in the industry. Companies with EV charger module  production capacity are roughly divided into two categories: Companies that focus on the production and operation of charging piles are mainly used for self-production and self-use, such as Zhongheng, Telaidian, etc.; the first type is module suppliers mainly supplying charging pile production enterprises (the aforementioned module suppliers also refer to this Category enterprises), such as Infineon, Huawei, etc.

From the perspective of the cost structure of the charging pile, the EV charger module  accounts for about 40% of the cost of the charging system, and its core function is to convert the alternating current in the grid into direct current that can charge the battery. The key to the EV charger module  is the MOS switch. When the EV charger module  is working, the three-phase AC power source is rectified and filtered, and then it becomes a DC input voltage for the DC/DC conversion circuit. The controller acts on the power switch MOS tube through the drive circuit to convert the rectified and filtered DC voltage into an AC voltage. At this time, the AC voltage is pulse width modulated. Then, the AC voltage is transformed and isolated by a high-frequency transformer, and rectified and filtered again to obtain a DC pulse, which then charges the battery pack.

Cost and price analysis of EV charger module  The EV charger module  is mainly composed of: semiconductor power devices, integrated circuits, magnetic components, PCBs, capacitors, chassis fans, etc. The main cost structure is that semiconductor power devices account for about 30%, semiconductor integrated circuits account for 10%, magnetic components account for 25%, PCBs account for 10%, capacitors account for 10%, and other chassis fans account for about 15%. %. In recent years, with the large-scale practical application of the EV charger module , through continuous experiments and repeated verifications, most of the components of the EV charger module  are gradually realizing localization under the condition that their stability and safety are fully guaranteed, and the corresponding cost The price of EV charger module s has dropped from about 0.8 yuan/watt to about 0.13 yuan/watt in the past five years, a drop of 85%.

As the key technology of the EV charger module , the semiconductor power device MOS tube is difficult to process. At present, it mainly relies on imports. MOS tube companies mainly include Infineon and Ximenkang. Although my countrys semiconductor industry has come to a period of strategic opportunities, and the domestic demand for mainstream mid-to-high-end MOS transistors has increased, a dual-channel industrial chain of IDM and foundry models has been formed. Leading companies already have independent production capabilities and localized substitution It is advancing, but there is still a certain gap. Under the influence of the current Sino-US trade war and the global epidemic, the bargaining power of a single company is weak. This part of the cost change has an uncertain impact, and a price recovery rebound cannot be ruled out. In general, the gross profit margin of EV charger module s has been decreasing and showing a trend of declining year by year.

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