This article is based on publicly available materials and is for informational purposes only and does not constitute any investment advice.
01
800V high-voltage platform models are the key layout directions of major OEMs
Under the current E/E architecture, it is difficult to achieve fast charging of more than 200KW on the 400V platform, but after upgrading to the 800V high-voltage platform, the fast charging flow of 200KW is greatly reduced, and it is more likely to achieve fast charging of more than 350KW.
Moreover, in the case of the same charging power, the diameter of the high voltage harness under the 800V high-voltage fast charging architecture is smaller, the corresponding cost is lower, the battery heat dissipation is less, the difficulty of thermal management is relatively low, and the overall battery cost is better.
In view of the fact that the 800V high-voltage platform can effectively solve the energy replenishment anxiety, most OEMs have carried out relevant layouts. In 2021, BYD, Geely, Great Wall, Xiaopeng, Zero Run, etc. have successively released the layout plan of 800V high-voltage technology, and car companies such as Ideal and Weilai are also actively preparing related technologies. From the perspective of mass production time, new cars based on 800V high-voltage technology solutions of major car companies will be listed after 2022.
Mass production planning for major OEM high-voltage platforms
Source: Zoss Auto Research Institute "2021-2022 800V High Voltage Platform Research Report"
Hyundai: Hyundai IONIQ5, the first pure electric model of IONIQ, was released at the 2021 Shanghai Auto Show, developed on the E-GMP platform, and the domestic version will be mass-produced in 2022, and the IONIQ 5 has the following technical highlights:
State of Charge (SOC) from 10% to 80% in just 18 minutes;
800V high voltage architecture;
The rear drive integrates an HV booster that converts 400V to 800V
As can be seen from the IONIQ 5's 800V high-voltage architecture diagram, basically all high-voltage devices have been upgraded to 800V, the front drive adopts a three-in-one drive with a power of 75kW, the rear drive adopts a five-in-one drive with a power of 155KW, and is designed with a converter of 400V to 800V, which can further expand the application scenario of fast charging.
The 800V high-voltage architecture of the modern IONIQ 5
来源：《Hyundai IONIQ 5 The new benchmark for mid-sized sports utility electric vehicles 》
Great Wall: In November 2021, the Great Wall Salon released its first model, the Mech Dragon, equipped with a self-developed Dayu battery, with a battery capacity of 115kWh and a CLTC endurance of 802km. In addition, the mech dragon adopts 800V high-voltage charging technology, the peak current can reach up to 600A, charging for 10 minutes, can achieve 401km endurance, charging 15 minutes, can achieve 545km.
In addition, Great Wall is also actively deploying 800V high-voltage technology components, such as a dual-motor vector control module that can support 800V voltage, an 800V SiC controller, and a 250A ultra-high voltage wiring harness system from 800V to 1000V.
Xiaopeng: In November 2021, Xiaopeng officially released the Xiaopeng G9, a mass-produced car based on the 800V high-voltage SiC platform, which can be overcharged for 5 minutes and have more than 200km of energy. In addition, the maximum charging current of Xiaopeng G9 exceeds 600A, the electric drive efficiency is as high as 95%, and the overall efficiency of the system is nearly 90%.
All parts on the Xiaopeng G9 car reach the 800V level and can support 800V high voltage. In addition, Xiaopeng lowered the resistance of each link of the high-voltage connection on the G9, and also realized the safety protection of special conditions, so that the maximum charging current reached more than 600A, realizing the real sense of overcharge.
Zero run: In July 2021, the future strategy of zero run 2.0 was released, and the 800V high-voltage technology was clearly planned, and it is planned to mass-produce the 800V ultra-high voltage electrical platform in the fourth quarter of 2024, which can support 400KW super fast charging, charge for 5 minutes, and replenish more than 200 kilometers. In addition, Zero Run also plans to mass-produce high-performance high-power silicon carbide SiC controllers by the end of 2023 to replace the current IGBT, which can increase the power of the motor to 300KW, support 800V fast charging, and improve efficiency by 4%.
02
With the high-voltage platform model, OEM OEMs have accelerated the deployment of their own super fast charging networks
The car equipped with the 800V high-voltage platform is charged on the existing ordinary charging pile, and the charging speed is not up to expectations, and it is impossible to achieve a real super fast charging. Therefore, without the use of super charging piles, the on-board 800V high-voltage platform cannot really play a role, so the 800V high-voltage platform + supercharger pile technology will become a development trend.
At present, models based on the 800V high-voltage technology platform have entered the mass production stage, and the deployment of supercharger piles is also advancing in an orderly manner. In addition to cooperating with operators to deploy charging networks, OEMs are also actively building their own charging networks. Whether it is self-built or cooperative operation, high pressure is an important development trend.
Deployment of major OEM fast charging piles
Source: Zoss Auto Research Institute "2022 800V High Voltage Platform Research Report"
GAC: In August 2021, GAC Aeon released the A480 supercharge pile, which can achieve high-magnification charging of 6C when used with 800V high-voltage platform models, which can achieve 0% to 80% charging time of 8 minutes and 30% to 80% charging time of 5 minutes.
GAC Aeon has built its first supercharging station in Guangzhou Donghong International and has put it into operation. By 2025, GAC Aeon plans to build 2,000 supercharger stations covering 300 cities.
Source: GAC Aean
Xiaopeng: Xiaopeng Automobile's super energy replenishment system is promoted simultaneously by the car end, the pile end and the station end. The vehicle side deploys a mass production model equipped with an 800V high-voltage SiC platform, and the pile end will take the lead in mass production and laying a 480kW high-voltage overcharge pile, and the station side deploys self-developed energy storage and charging technology, which can meet the uninterrupted high-power overcharge needs of 30 vehicles at one time. As of October 2021, 439 Supercharging stations of the Xiaopeng brand have been launched, covering 121 cities.
Xiaopeng 800V high voltage SiC platform + 480kW high voltage overcharge
Source: Xiao Peng
03
The SiC at the end of the car ushered in the outlet, and the manufacturers accelerated the layout
Under the 800V high-voltage platform, the voltage resistance level of the system components also needs to be increased to 800V, and the pressure resistance level of the corresponding components and related materials needs to be increased to more than 800V, and under the high-voltage architecture, the battery pack, electric drive, PTC, air conditioner, vehicle charger, etc. need to be re-selected.
From the car side, with the active deployment of suppliers, high-voltage technologies such as electric drive, fast-charging batteries, PTC, and DCDC have already had mass production capabilities. Such as the field of fast-charging batteries, in April 2021, the Hive Energy under the Great Wall launched a new fast-charging battery and corresponding cells, the first generation of 2.2C bee-speed fast-charging batteries with a cell capacity of 158Ah, an energy density of 250Wh/kg, and a charge of 16 minutes can achieve 20%-80% SOC, mass production in the fourth quarter of 2021; the second generation of 4C fast-charging batteries can charge a typical capacity of 165Ah, energy density >260Wh/kg, and 20%-80% SOC can be achieved in 10 minutes of charging. Mass production is scheduled for the second quarter of 2023.
Source: Huawei
In the process of upgrading the components of the 800V high-voltage platform, SiC has attracted widespread attention from the industry with its advantages of good pressure resistance, good stability, better frequency than silicon-based IGBT, and small size.
Silicon carbide is mainly used in the field of vehicle power supply and motor controller on new energy vehicles. Although the current siC device price is high, a wide range of applications will increase the cost of the bicycle, but the use of SiC devices can increase the mileage, and reduce the cost of the battery, and the cost of the SiC device to offset the cost increase, the cost of the bicycle is reduced.
And in the long run, the price of SiC devices will gradually decline, because China's silicon-based IGBTs have been monopolized by foreign countries, and in the field of silicon carbide, Huawei, Xinrui Technology, Inbo, etc. have been successfully laid out, and domestic manufacturers may achieve curve overtaking and achieve localization substitution, and if the cost will be further reduced after the later localization.
Mass production of the 800V high-voltage platform has injected new vitality into the development of SiC, and major suppliers have planned to expand SiC production capacity to cope with the growth of demand in the later stage.
Major supplier SiC production expansion plan
The article is from Zos AutoMotive Research, the author of Zosse Automobile Research