Famous Quotes from Big Guys | Behind the excitement of the Beijing Auto Show, they revealed how to reduce carbon emissions from new energy vehicles

Growth returns to rationality: The industry expects that the production and sales of new energy vehicles will exceed 10 million units in 2024, striving to reach 11 million units, and market growth returns to rationality.

Key force in energy conservation and emission reduction: The number of new energy vehicles has exceeded 20 million, which plays a key role in reducing road transportation carbon emissions (accounting for about 10% of total social carbon emissions). The carbon emission reduction effect during its life cycle is significant, reaching at least 40 %, the use of clean energy will further enhance emission reduction benefits.

Definition of carbon emission boundaries: Domestic industry organizations and enterprises have actively participated in discussions on carbon emission accounting in the past year. These discussions incorporate internationally accepted accounting boundaries and methods, while taking into account the classification characteristics of China's automobile industry, clearly including There are two major aspects of carbon emissions during the vehicle operation phase and carbon emissions during the manufacturing phase.

Accelerated development of industrial cooperation: The new energy vehicle industry is showing rapid changes. Exchanges and cooperation among various links in the industry chain are becoming increasingly frequent. The communication and cooperation between chip companies and vehicle manufacturers have entered a new stage, with both parties sharing production capacity planning and industrial data.

Corporate social responsibility and environmental protection goals: Companies in the industry chain generally have a strong sense of social responsibility and are committed to promoting environmental improvement and making positive contributions to carbon emission reduction by increasing the proportion of new energy vehicle production and sales.

Plug-in hybrid (PHEV) and range-extended electric vehicle (REEV) market growth: These two segments are expected to continue to maintain market share growth. Automakers are reducing costs in a variety of ways, driving down the price of new energy vehicles to Stimulate sales increase.

Increased consumer acceptance drives market orientation: As new energy vehicles improve their performance, enrich their functions, and optimize their driving experience, consumers' acceptance of them continues to increase, pushing the industry to shift to a market demand-oriented development model.

The three electrical systems and electronic and electrical architecture determine product strength: In the process of low-carbonization and digitalization of the automotive industry, the three electrical systems (battery, motor, electronic control) and electronic and electrical architecture play a crucial role, and their innovation directly determines product competitiveness. The current hot spots for new car releases generally revolve around these two aspects.

Trends in power device transformation: Platform transformation in the field of electrical and electronic systems focuses on power devices and voltage platforms. Among them, silicon-based IGBT is still the mainstream, but the application of silicon carbide and gallium nitride is growing rapidly. The introduction of a high-voltage platform can not only alleviate charging anxiety and range anxiety, but also help reduce carbon emissions and save energy by improving system efficiency.

The contribution of electronic and electrical architecture to energy conservation and emission reduction: The new architecture achieves lightweight by simplifying the layout of automotive electronics (from distributed to domain control/area control), reducing the use of ECUs and wiring harnesses, thereby improving vehicle efficiency and reducing energy consumption. , making significant contributions to energy conservation, emission reduction, cost reduction and efficiency improvement.

Efficiency improvement and diversified development of electric drive systems: Electric drive systems cover pure electric, extended-range, hybrid and other forms. Its efficiency improvement can significantly reduce power consumption and achieve energy conservation and emission reduction. For hybrid models containing internal combustion engines, improving the efficiency of the internal combustion engine and the fuel consumption performance during the hybrid phase are also important ways to promote the development of new energy vehicles.

Integration of electronic control technology and electronic and electrical architecture platformization: Electronic control technology has leapt to a new stage with the development of electronic and electrical architecture and vehicle platformization. The connotation of electrification has been extended to the entire chassis platform. For example, traditional hydraulic braking systems are gradually replaced by electronically controlled brake-by-wire systems, and subsystems such as braking, steering, and suspension are deeply integrated and coupled.

Deep integration of electrification and intelligence: Future cars will deeply integrate electrification and intelligence to form intelligent power systems, intelligent chassis, intelligent cockpits and intelligent driving technologies. Integrated technological innovation will accelerate product technology iteration.

Electrification: Power semiconductors (such as silicon carbide) have become one of the areas with the most obvious incremental contribution of semiconductors due to their advantages in improving the efficiency of electric drive systems and adapting to high-voltage platforms (such as 800-volt systems), and their penetration rate is improving rapidly. This also greatly improves energy conversion efficiency and reduces energy consumption, thus promoting the energy saving and carbon reduction effect of automobiles.

Intelligence: As autonomous driving technology continues to mature and upgrade, the demand for semiconductors has shown explosive growth, including radar, sensors, memory, communication chips, microcontrollers and other types of chips. Iterative upgrades of these technologies help vehicles manage and optimize energy consumption more intelligently, further helping to reduce vehicle carbon emissions.

Connectivity: Smart cockpits and new electronic and electrical architecture not only improve user experience, but also place higher requirements on semiconductor performance and quantity, which will bring more development opportunities to the automotive semiconductor market. For example, the intelligent power distribution function can efficiently distribute the vehicle's electrical energy and reduce unnecessary energy waste, thereby achieving energy saving goals.

The number of chips has surged: The demand for semiconductor chips in new energy vehicles has increased significantly compared with traditional vehicles. With the integration of intelligent technology, the number of chips used in bicycles can reach more than thousands.

New challenges in technical requirements: Not only will the number of semiconductor chips surge, but they will also face higher challenges in terms of technical requirements, requiring redesign and integrated design to meet the needs for performance improvement and cost reduction.

Upstream and downstream collaborative research and development: Facing the future, semiconductor device manufacturers should pay close attention to the research and development needs of vehicle companies, conduct collaborative research and development from the early stages of products, and develop chips that adapt to the development of next-generation automobiles to ensure that companies have sustained competitive advantages in the competition.

Current situation and problems: Under the guidance of national policies and standards, the industry has actively explored the practice of reusing retired batteries in the fields of electric tools, energy storage units (such as communication tower energy storage equipment), and electric bicycles, and has achieved beneficial results. However, the current recycling system still has problems with imperfect standards, and it is necessary to further refine the evaluation standards for battery classification, performance evaluation, cost considerations, and fire safety.

Solution: For the diverse application scenarios of decommissioned batteries, it is necessary to classify them in detail to distinguish which ones are suitable for energy storage and which ones are suitable for use in different fields such as power tools. At the same time, building a complete recycling network system is a key link in the entire recycling process. It is expected that the whole society will work together to optimize and upgrade the recycling network.

Trend Outlook: At present, many leading vehicle companies such as BYD, Chery, Geely, Great Wall, GAC, etc. have begun to formulate battery recycling consortiums, and have conducted in-depth equity cooperation with battery manufacturing companies such as CATL. practice and jointly promote the development of the battery recycling industry chain.

The key to battery recycling lies in how to accurately assess and certify the status and recyclability of retired batteries. The industry mainly relies on battery management systems (BMS) to record data throughout the battery life cycle to determine its quality and recyclability value.

Further improve battery status monitoring and management capabilities: Establish the concept of electronic ID cards and digital passports for batteries, and achieve accurate battery health status by collecting and recording comprehensive digital information of batteries, including environmental and social governance and life cycle requirements. Identification and full life cycle tracking management.

A new generation of electronic monitoring chip launched by Infineon: This chip has advanced electrochemical impedance monitoring function, which can monitor changes in battery internal resistance characteristics. At the same time, it cooperates with the battery ID and its information security solution developed for BMS to ensure that the battery remains in its lifetime. The usage records during the cycle are authentic and reliable, which effectively promotes the sustainable growth of the power electronics industry.

China has made remarkable achievements : the total number of charging facilities has reached 9.31 million units, covering DC, AC, wireless, high-power charging and other types, forming a complementary charging system to meet the needs of different scenarios.

High-power charging technology: The promotion and implementation of relevant standards are accelerating, which is expected to reduce consumers’ charging waiting time. In addition, solutions such as battery swapping and mobile energy replenishment during holidays and highway emergencies are also gradually being improved to meet special needs.

Cross-industry collaboration: Involving the cooperation of vehicle companies, power grid companies and charging facility operators, it aims to build a diversified and complementary three-dimensional charging network system, which not only supports the development of new energy vehicles, but also uses vehicle-to-grid interaction (V2G) technology. Turn cars into distributed energy storage units to promote the consumption of renewable energy in the power system, balance power supply and demand, and achieve energy conservation and emission reduction.

Improve charging infrastructure: The current mainstream method is still fast charging and battery swapping. These two methods are also complementary to each other. In particular, fast charging solutions have developed extremely rapidly recently, and the goal of "charging one kilometer in one second" has been proposed. , demonstrating the industry’s determination and innovation to solve the problem of charging convenience.

Battery safety: This is a hot topic that has attracted much attention in the field of new energy vehicles, especially the reliability of the overall system. The design of the battery management system (BMS) is particularly critical and needs to meet a specific safety level (such as ASIL D).

Infineon safety BMS solution: The Infineon team has launched TC4ExMCU as the main control chip of BMS, implementing a comprehensive solution combining point, line and surface for thermal runaway problems, using gas detection and other technologies to establish an environmental monitoring network to further strengthen battery safety protection. .

Infineon’s complete automotive electronics layout: More than 70% of innovations in the entire automotive field are closely related to automotive electronics. Therefore, Infineon also has the broadest product portfolio and layout in the field of automotive semiconductors, covering core system applications such as the entire in-vehicle entertainment system, chassis powertrain, autonomous driving and advanced assisted driving systems.