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Recently, car companies have accelerated the layout of high-power fast charging, and some organizations predict that the 800V fast charging of new energy vehicles will show explosive growth in 2023.
The landing of high-voltage platform technology for electric vehicles will also have a great impact on the technology trend and use experience of electric vehicle products. Insufficient cruising range and slow charging speed are two shortcomings of new energy vehicles, which restrict the penetration and replacement of fuel vehicles by new energy vehicles. The preferred scheme for many car companies is high voltage fast charging scheme (800V). The high-voltage platform can greatly improve the efficiency of the whole vehicle, shorten the charging time, and effectively alleviate the anxiety of long cruising range and charging time. Compared with low-voltage platform, high-voltage platform has the following advantages:
1. Low energy/power loss: Under the same power, the higher the voltage, the smaller the current passing through the automobile line, and the smaller the power loss can be seen from Q=I2Rt. Therefore, in order to make the whole system more efficient, the battery pack voltage can be increased, the current can be reduced, and then the loss can be reduced.
2. Higher motor driving efficiency: When the current is constant, the higher the battery voltage, the greater the power of the motor, the greater the speed of the electric vehicle and the higher the motor driving efficiency.
3. Increase charging power: When charging, the charging pile needs to provide a voltage matching with the battery. Therefore, when the voltage is determined, increasing the current can improve the charging power and shorten the charging time.
Because IGBT (Insulated Gate Bipolar Transistor) has reached the physical limit of silicon-based materials, it is difficult to meet the requirements of improving endurance, reducing vehicle weight and shortening charging time of new energy vehicles in the future, and the application of SIC (Silicon Carbide) devices has obvious advantages in the future.
In 2019, Porsche took the lead in launching Taycan based on 800V high-voltage platform system, which is Porsche's first pure electric sports car and the first mass production model of 800V high-voltage platform in the world. It uses SIC devices and is mass-produced and supplied by Italy Meta, a subsidiary of Shenzhen DEREN Electronics Co., Ltd..
Meta has R&D and production bases in Italy, China’s Chongqing, Shanghai and Yibin, specializing in R&D and manufacturing of automotive electronics, new energy technologies, Internet of vehicles and comfort systems. Its main products include automotive electronics (electronic safety, sensors, electronic control modules), new energy technologies (single and all-in-one vehicle charging module, wireless charging module, intelligent energy storage charging module, fast charging and mobile charging module) and Internet of vehicles and comfort system (vehicle interconnection system, active safety system). At present, Meta has rich mass production experience and stable customer resources in the core fields of new energy vehicles in Europe, North America and China, and its products are widely used in passenger cars and commercial vehicles such as hybrid, pure electric, plug-in electric vehicles and extended-range electric vehicles.
Italy Meta's customers include Porsche, BMW, Mercedes-Benz, Volkswagen Group, STELLANTIS Group, Dongfeng Motor Group, Daimler Group and other vehicle manufacturers, as well as European and American new power car factories, domestic mainstream new power car factories, and first-line auto parts suppliers, including Bosch, Continental AG and Denso.
The on-board charger industry of new energy vehicles has high technical barriers, and high-efficiency power electronics technology and reasonable thermal design can reflect the core competitiveness of enterprises. Therefore, under normal circumstances, automakers have strict screening criteria for supplier selection, and the audit cycle is long.
With a history of more than 40 years, Italy Meta has accumulated rich experience in R&D and production of on-board chargers. In the early stage, it has cooperated with the global mainstream chip manufacturer (ST) in SIC application chips and became a strategic partner, which is the first enterprise in the world to adopt SIC technology and realize mass production.
New energy vehicle on-board charger products of Meta pioneered aluminum substrate liquid cooling technology, With the third generation semiconductor technology, SIC (Silicon Carbide) high frequency solution is provided, which makes the product have higher power density output and higher energy conversion efficiency, makes the system miniaturized and lightweight, and more effectively reduces the volume and weight of power electronic devices, thus greatly reducing the system manufacturing and production costs, and has great market development potential.
Italy Meta focuses on developing the on-board power management module business of new energy vehicles, and leads the industry in research and development technology. Up to now, Italy Meta has 70 invention patents and 4 appearance invention patents, and 49 PCT international applications, covering more than ten countries around the world; Its laboratory has been recognized by ISO17025 Requirements for Calibration and Testing Laboratory Capability of European International Laboratory and passed IATF16949 International Automobile Quality Management System Certification; And obtained the key certification and A-SPICE certification from the Global Electric Vehicle Charging/Auto Parts Association.
According to the calculation of Huachuang Securities, the market scale of 800V industry is expected to reach 32.4/87.8 billion yuan in 2025 and 2030 respectively, including 10/27 billion yuan for electric motor control, 8.7/23.5 billion yuan for OBC + DC/DC, and 6.4/17.2 billion yuan for connectors and wiring harnesses.
With the blessing of 800V high-voltage platform system, Italy Meta has accumulated rich experience in mass production, and will further strengthen the technical upgrade of integrated products of vehicle-mounted power supply, increase product specifications and cover EV, PHEV, FCEV and 400V/800V multi-platform models, continuously expand globally, and enter the core components market of new energy vehicles. It is expected to gain more market share in the future and become a 10 billion-level subdivision leader.