Jiwei Network News (Wen/ Wu Jiaxi) On March 2, Keboda said in the record of investor relations activities released that when the general main engine factory conducts the project fixed point, it will conduct a SPICE audit of the supplier, and only by passing the audit can the project be fixed. At present, Keboda has reached level 2 and has successfully obtained a number of project points and successfully developed. At the same time, Keboda is also preparing for the certification of SPICE Level 3, which is expected to be approved by the end of 2022.
Regarding the "company's R&D technology and products are at the first-class level in the industry, what are the core elements of the evaluation?" Inquiry, Keboda also added: and the host manufacturers directly docking the synchronous development platform: the world's major OEMs generally require parts suppliers to use the autosar development platform for product development, Keboda is one of the few suppliers in China who have the ability earlier; compared with foreign capital, the localized response speed and service level have brought us a comprehensive cost-effective improvement.
It is reported that Keboda has cooperated with Volkswagen Group (including its subsidiaries Audi, Porsche Motors, Bentley Motors and Lamborghini Motors), SAIC Volkswagen and FAW-Volkswagen for more than 10 years, and the cooperation areas have been established from the initial automotive lighting control system to the automotive motor control system to the energy management system, in the process of establishing a foundation of mutual trust. At the same time, Keboda actively explores other vehicle manufacturers, and its products have entered the supplier system of Ford, BMW, Renault and Nissan, and will further expand the field of cooperation in the future.
In addition, regarding the company's entrepreneurial path, Keboda responded:
(1) In the early stage of entrepreneurship, determine automotive electronics as the direction of product research and development, and determine intelligent and energy-saving and emission reduction as product selection directions for technical reserves.
(2) Based on technology development, but product selection is determined by accidental factors. In the development of the new car of Shanghai Volkswagen Passat, it involves upgrading halogen lamps to xenon lamps, and because the technology and services of overseas suppliers have not kept up, the cost is high, and SAIC Volkswagen has started localization. Due to the technical reserves and professional development capabilities of Keboda in the early stage, SAIC Volkswagen chose Keboda as a potential supplier. Keboda obtained the product designation under the premise of bearing its own development costs, passing the German Volkswagen product experiment approval, and supplying the price at half the original price. In turn, Keboda became the first local company in China to develop directly for European car manufacturers.
Due to the good light source, high efficiency, long life and obvious cost advantages of the products developed by Keboda, Keboda products have entered the localization project of FAW Audi. In the cooperation with FAW Audi, Keboda has formed a good relationship with the German Audi lamp development department due to its professionalism and fast customer response speed, and has successfully fixed the point for Audi in the development of the German Audi Q7 model, and after competing with multinational giants such as Bosch, Valeo, Denso, and Hella, and with the promotion of Q7 platform products, it has further expanded to other Audi models.
(3) Under the development trend of the industry, Keboda continues to upgrade products, in-depth research and development, and gradually enter other international mainstream brands such as Audi, Porsche, Mercedes-Benz, BMW, Renault, Ford and so on from the stock market.
In the research and development progress of domain controller products, Keboda has a deep technical foundation and accumulation in the field of domain controllers, and has so far obtained the fixed point of several models of BYD chassis domain controller projects. In addition, in the field of domain-related technologies, Keboda has also obtained the DCC (Adaptive Suspension Controller) and ASC (Air Suspension Controller) products of several models of domestic independent brands. Among the above projects, the DCC products supporting Xiaopeng have been mass-produced, and other projects are under development and have not yet BEEN SOP. Keboda will take the accumulation of chassis domain control technology as the starting point and strive to win more customer points in the above product areas.
In the USB product market and sales price, Keboda said: (1) The vehicle USB market has grown rapidly in the past two years, the assembly rate is getting higher and higher, and many models of bicycles are equipped with multiple USB, including charging USB modules and USB HUB data communication modules, and the market space is very large. At present, USB PD products that support high-power charging have also begun to be put into research and development. Keboda is in a leading position among independent brand manufacturers. (2) Vehicle USB products are different from ordinary consumer USB products, and the stability requirements of the product are higher, such as withstanding higher operating temperatures, power supply needs overvoltage, overcurrent, ESD and short circuit protection. USB product prices are related to functions, parameters and other requirements, generally with communication modules USB products the price is higher, according to the functional situation of the unit price of up to more than 100 yuan.
Regarding how the company cooperates with the automaker and the lamp factory, Keboda responded: (1) In the supporting mode of the automotive lighting control product, it is mainly directly tendered and procured by the vehicle manufacturer, and the company directly participates in the bidding and inquiry of the automotive lighting control products of the vehicle manufacturer, and after the product is won, the vehicle manufacturer usually issues a nomination letter or signs a relevant procurement agreement to determine the matching relationship between the two parties to the corresponding model. (2) In addition, for automotive lighting control products, according to industry practice, after the vehicle manufacturer determines the lamp assembly supplier of the model (such as Hella, Valeo, etc.), it usually designates the company as the supplier of its automotive lighting control products, and the company directly supplies to such lamp factories for the production of automotive lighting assemblies. The light factory will complete the manufacture of the automotive light assembly, and then sell it to the vehicle manufacturer.
For the future motor control planning and layout, Keboda said that the company will consider various factors when formulating product planning, but in essence, it is still around the two directions of intelligence and energy saving and emission reduction for product layout, motor control system products In addition to the current ABC, FPC and other products, we are more optimistic about the small and micro motor intelligent control execution system, such as the active intake grille system AGS, because the technology is a platform technology, the company does application development on the basis of technology, At present, it has been extended to the direction of battery thermal management system and air flow management system.
It is reported that in 2022, the external market environment is gradually improving, and Keboda is expected to usher in the following new business growth opportunities: First, the light control products are gradually used in BMW, Ford, and Renault in batches; the newly developed smart light source products are gradually used in SAIC Volkswagen and FAW-Volkswagen ID 4 models; USB products are ordered in hand; new products in commercial vehicle emission aftertreatment products are gradually started; and sales are gradually increasing after the platformization of AGS products. Secondly, with the easing of chip supply shortage, the demand and production of mass markets in the north and south are expected to show recovery growth, it is expected to drive the synchronous growth of Keboda lamp control, solenoid valves and other products.
(Proofreading/Andy)