In recent years, there have been a lot of major events in the world, once there is a dispute between countries, the probability of taking the lead will be some economic sanctions, before the Internet people always said that science has no borders, science and technology have no borders, but from the recent disputes between countries, the companies or individuals who master these science and technology are national and serve the country where they are located.
In the future, when I see people who advocate that science has no borders and science and technology have no borders, it is right to make a report on the backhand, and please stay away from these people.
Back to the right topic, we are in the commercial vehicle industry, personally feel the rapid development of the domestic truck industry, light truck standardization, heavy trucks have also entered the process of high-end, these achievements are undoubtedly based on countless practitioners in many domestic industries, but at the same time with the cooperation with technologically advanced parts suppliers, so that our truck development road is faster than others.
With the help of the advanced technology of European and American parts suppliers, the domestic truck industry, especially the heavy truck industry, the speed of upgrading is fast, whether it is power performance, emission standards, have begun to be in line with international standards, but such cooperation, will not be enough to be stable, after all, the technology is not in the hands of domestic manufacturers.
Suppose that our cooperation with European and American parts suppliers will be suspended for a long time, long enough to digest the domestic inventory, then what changes will occur in our heavy-duty truck products?
Chip is more lacking in a short period of time can not be improved
If this really happens, the first thing to bear should be the lack of cores, which should further aggravate the lack of cores, after all, at this stage, the world's automotive integrated chip market is mainly occupied by Infineon, Renesas Electronics, Texas Instruments, STMicroelectronics, Bosch, Toshiba and other European and American and Japanese manufacturers, for the production and manufacture of chips, the country is indeed in a not so strong stage.
Vehicle chips in the technical level is not as high as consumer electronics chips, in terms of profit margins are far less than consumer electronics chips, which also leads to the global production and manufacturing of vehicle-grade chips is prone to several unique situations, the former has a lower cost makes it more difficult for new manufacturers to enter the field of competition, so the domestic production of their own suitable chips is not so simple, it is difficult to achieve in a short time.
But in the car chip, there is a domestic manufacturer is still admirable, as a Chinese enterprise across the electronics, battery, automotive industry, BYD has long begun to develop, manufacture, put into the car grade IGBT chip, in the country has occupied a lot of market share, but also with a number of manufacturers to cooperate, but also became one of the few in the world to master the "three electricity" core technology manufacturers.
The overall technical regression of the engine Active and passive safety configuration will be absent
Let's talk about what are the common parts supplied by European and American manufacturers on domestic independent brand heavy truck engines, for example, such as BOSCH Bosch, the main supplier in the field of high-pressure common rail systems; BorgWarner (United States), Cummins, etc. (United States), the main suppliers of turbochargers (United States); engine exhaust braking system suppliers can be Bo (United States) and so on;
In addition, domestic trucks have entered the era of National VI emissions, and the importance of aftertreatment systems has also increased again, among which Bosch's SCR (Selective Catalytic Reduction Technology) is also widely used in various types of domestic truck products;
In the transmission part, in recent years, the assembly volume and recognition of domestic AMT transmissions have steadily increased, and the truck AMT era is getting closer and closer, which is inseparable from the support of ZF (ZF) AMT transmission and WABCO (WABCO) that provides AMT control systems for domestic transmission manufacturers;
Coming to the various active and passive safety configurations, in the most basic field of brake safety, almost all high-end heavy trucks are equipped with the electronic brake control system (EBS) provided by WABCO (WABCO), followed by the brake control system provided by Knorr-Bremse;
As can be seen from the above examples, although the domestic truck products are completely independently manufactured, but to constitute a complete heavy truck, a large number of parts and components are required, which requires the use of many European and American parts suppliers to provide products, even if these brands have joint venture factories in The country, are fully localized production, but in these segments, some core technologies, core components are often in the hands of European and American manufacturers.
If we really stop cooperating with these manufacturers, will our heavy-duty truck engine technology be likely to return to the National III emission stage, to the era of using large pumps, and the same is true in terms of emission standards.
As for the brake safety system, the impact will not be small, and the active and passive safety equipment of domestic high-end heavy trucks may be greatly reduced, and perhaps only ABS will be left. The gearbox and axle will not have much impact.
Overall, the more electronic is more likely to be affected.
In the context of today's manufacturing globalization, driven by interests, this kind of thing to stop cooperation rarely happens, and no one wants it to happen, but this does not mean that we can completely rely on the products of European and American suppliers with peace of mind, and there should be some layout, some preparations, at least to achieve a certain degree of self-sufficiency. (Text/Chen Fengchuan)