Electric car needs a new technology for the automotive industry Lirun provide new ways of development in electric vehicles to occupy more positions, grab more work will undoubtedly get more profit, and this is business and vehicle Auto parts suppliers focus of the next battle.
In the past many years, automotive suppliers in the automotive development has gradually occupy more control, essentially covering 75% of the vehicle development costs, however, the trend of interest makes the vehicle must at all costs, companies want to reverse this trend, but now in full swing for the development of electric vehicles, control the development of technology will undoubtedly become the focus of contention between the two sides.
“For electric vehicles, the vehicle enterprises account for relatively large share of the engine without a gear box, also banned, added an electric motor and most important - the battery. The French parts maker Valeo electric vehicle development departments people Henri Trintignac says.
“Suppose monopoly suppliers of electric motors, electronics and battery production, vehicle manufacturing enterprises in the cost of a car share from 25% to 10% down, I do not think they can accept the situation. ”
Renault - Nissan CEO Carlos - Ghosn is the battery electric vehicles to become “the core of the entire electric vehicle manufacturers.”
On the electric vehicle manufacturing cost is expected to vary, but a more consistent view of the battery in the electric vehicle will occupy one-third of production costs or even one half of GDP.
Nissan Leaf electric car will be available in Europe early next year, while the Renault Kangoo and the Fluence will be available after a few months.
Ghosn that ended in 2020, electric cars could account for the entire industry, 10% of new vehicle sales, however, many other apparently more cautious estimates. HSBC analysts estimate will account for the light electric vehicle market share of 4.5% of the car.
In last year’s Frankfurt Motor Show, Ghosn said: “We do not rely on others, we are going to independent producers (battery). To other vehicle manufacturers to provide the battery is not a problem.”
Nissan would like an independent production company that vehicle batteries, and many enterprises had to rely on cars and professional supplier of joint ventures, relying on its complex and specialized technical skills necessary to develop this gold mine.
Nissan, NEC Corporation of Japan have jointly developed for LEAF hatchback lithium-ion battery, while the German Daimler currently has with the Chinese battery maker BYD to cooperate.
Pool maker Saft’s Chief Executive John - Seville, said some car manufacturers have begun to consider from the supplier to recapture something.
Barclays Capital analyst Christina agreed to accept the car manufacturers will not be completely certain technologies, “monopoly supplier.” “I think they (the manufacturers) of course, want to make sure they have some control over development.”
“They do not want to simply outsource, because they know that, at some stage in the future some technology will be key to winning and the core.” She added.
Because vehicle enterprises also tend to enterprises through joint ventures or partnerships to maintain some control over technology, and will advance the Touzi Bijiao high, the electric car run, will be yes for the supplier rather than a cause simply for Ying Li Feng Xian Project. Christina continue their analysis.
Seville warning that the vehicle will be found to overthrow the existing enterprise system, the process of developing new fields is full of hardships, particularly in relation to the complexity of battery technology.
“According to the Western model, in addition to engines and gear boxes, almost all of the key components are the vehicle from the parts supplier companies acquired.”
“We think this is a lot of Western car manufacturers will continue to follow the pattern, because this is undoubtedly easier, they do not need massive investment.”
IHS Global Insight analyst, said Tim, in view of an electric vehicle parts and components needed to countless vehicle companies and suppliers will be the relationship between the occurrence of “dramatic” changes.
“Electric car market includes not only batteries and electric motors, lighting, heat and air conditioning systems, all of which must meet one of the best optimizing system.” Thus, while control technology profitable, but the risk of them have a clear Awareness is also very important, especially in early stage investment in battery technology.