A brief discussion on the driving force of the development of the flat wire motor industry for new energy vehicles

✓ The process flow of the rotor production line is: core magnetic steel insertion - core injection molding - heating and curing - rotor stacking - rotor dynamic balancing - rotor magnetization - surface magnetic detection - rotor press assembly - laser marking;

2.2 Flat wire motors are classified by winding form, Hair-Pin & X-pin are worth paying attention to

Flat wire motors can be divided into I-pin, Hair-pin, X-pin, and S-winding according to the winding form, among which hairpin flat wire motor technology is the most widely used mainstream technology.

The main research and development motivation of different technical paths is to reduce the size and reduce the difficulty of welding. Welding technology has always been the core technical difficulty of flat wire motors.

Sensible heat storage: Although the material cost is low and easy to obtain, the heat storage density is small and the efficiency is low.

Chemical reaction: high heat storage density, easy for long-term storage, and minimal energy loss during the process, but the operation is complex and gas corrosion to materials may occur in actual application.

Phase change materials: high heat storage density, easy to store for a long time, and produce very little energy loss during the process, but complex operation, and gas corrosion problems may occur in actual applications. A type of material that can absorb or release a large amount of energy (i.e. phase change enthalpy) when a substance undergoes a phase change.

03.

Summary of industry development trends

Opportunities: There are opportunities for third-party start-ups in the core components that OEMs are willing to outsource. In addition, customers in the field of flat wire motors have not yet formed a stable supplier structure. Once a customer makes a selection, customer stickiness is high.

Risks: Low profits and high heavy asset investment.

1. The technical and financial barriers to upstream parts and equipment production are relatively low, and the main industry barriers lie in midstream R&D and manufacturing capital investment and process design capabilities.

2. Due to the extremely high initial investment and low profits, the product's current production capacity is limited and in short supply in the market. Both companies and customers are in urgent need of a large amount of funds to complete production.

3. Hair-Pin and X-Pin research and development and production are the future development direction. For solutions under development in the short term, welding technology is very important in the short term, but once S-wind is successfully developed, there will no longer be a strong demand.