Behind good automotive products is inseparable from strong technical support, in the past, the core components of domestic brands mainly relied on monopolistic suppliers, such as the lack of global chips in a passive state, so if you can master the core technology, for the supply and supporting will be much easier.
A few days ago, Great Wall Motor signed a strategic investment agreement with Tongguang Shares. Tongguang from Hebei is a leading enterprise in the third-generation semiconductor industry, and the investment of Great Wall represents the official entry of Great Wall into the core semiconductor industry.
Founded in 2012, Hebei Tongguang Semiconductor Company has been engaged in the research and development, preparation and sales of silicon carbide single crystals. Relying on the Institute of Semiconductors of the Chinese Academy of Sciences, its research team has industry-leading technology accumulation in the core field of third-generation semiconductors.
Great Wall Motor, as the leading investor, will promote the application of Tongguang's silicon carbide semiconductors in the automotive field, and is also conducive to Great Wall's ability to grasp the upstream and downstream layout of the silicon carbide industry.
At present, electric vehicles mainly increase the range by increasing the battery capacity, of course, optimizing the efficiency of the drive motor and the electronic control system is also helpful.
Among them, the core component of the electronic control system, the silicon-based semiconductor power module, is not as efficient as the new silicon carbide semiconductor power module, and the improvement of this new material can bring an additional range of about 6% to the electric vehicle.
If the endurance of a car is 700km, after the use of silicon carbide power module in the electronic control system, the endurance can be 42km more, which is enough to go to the surrounding charging stations.
In fact, Tesla has already taken the lead in using silicon carbide power modules in the electronic control system, of which the Model 3 is the earliest model. There are also ET7 and ET5 using NIO's second-generation electric drive system, and BYDHan EV four-wheel drive high-performance version, all of which use self-developed silicon carbide power modules.
The common feature of these cars is that the endurance can be guaranteed while the power is strong, after all, an electric vehicle with the same capacitance before, the gap between its long endurance and the high-performance version in the endurance is far greater than now.
Geely also cooperates with the world-renowned semiconductor manufacturer Rohm Semiconductor Group to develop silicon carbide power modules, but its high-end electric vehicle brand Extreme Krypton's 001 model is still equipped with traditional silicon-based power modules.
Therefore, Great Wall Investment Tongguang Shares, after mastering the technology of silicon carbide power module, its high-end electric vehicle brand salon and the core competitiveness of the Euler brand can be improved, after all, the endurance of electric vehicles is the most concerned by many consumers.
In the future, Great Wall will assist Tongguang to build a growth and processing base of 2,000 silicon carbide crystals, and the annual production capacity of silicon carbide single crystal substrates will reach 600,000 pieces. In addition to being self-sufficient, the Great Wall can also supply to other car companies.
In the past, independent brands needed to rely on upstream suppliers in core technologies, but with the equal cooperation between the two sides, it also proves that the comprehensive strength of Chinese car companies is not what it used to be.
Netizen Comments:
Netizen 1: The combination of strong and strong has something to watch
Netizen 2: A brand can drive the rapid development of an industry
Netizen 3: I like to smell gasoline