Huawei Digital Power unveiled its electrification strategy

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China Research Network

Huawei Digital Power announced a series of important strategies and initiatives at the 2024 Huawei Smart Electric & Smart Charging Network Strategy and New Product Launch Conference held on April 24, 2024. Hou Jinlong, Director of Huawei Board of Directors and President of Huawei Digital Power, announced the "One Body, Three Sides" electrification strategy, which is based on a unified technology foundation and aims to promote the process of vehicle electrification through high-quality and coordinated development of smart electric vehicles and smart charging networks.

This strategy mainly includes three aspects: first, "let new energy vehicles use new energy electricity", which aims to help the coordinated development of new energy vehicles and new power systems, and at the same time provide integrated solutions for optical storage and charging, realize the local consumption of green electricity, and explore the potential of new energy vehicles as mobile energy storage.

Second, to provide new energy vehicles with an excellent power experience, Huawei has launched a variety of electric drive systems through advanced technologies to help car companies create ultra-fast energy replenishment and efficient energy consumption experience for users. Finally, Huawei proposes a fully liquid-cooled supercharging solution of "one kilometer per second" to help build high-quality charging infrastructure.

In addition, Huawei Digital Power has also established the Supercharging Alliance with a number of car companies, charging operators, and industry partners. This alliance aims to build a wide-coverage supercharging network through the "co-construction of an ecosystem", improve user experience, and promote the rapid development of new energy vehicles and charging network industries.

At present, car companies including Nezha Automobile, Xiaopeng Motors, BYD, Jihu, AVATR Technology, Celis, Jiangqi Group, Great Wall Motor, Li Automobile, Guangzhou Automobile Group, Chery Green Energy and other car companies have joined this alliance.

Huawei's strategies and initiatives will undoubtedly have a profound impact on the new energy vehicle and charging network industry in China and around the world, and promote the development of the industry in the direction of higher quality and wider coverage. At the same time, Huawei's technical strength and ecosystem building capabilities will be further reflected and enhanced in this process.

"After more than 10 years of development, China's new energy vehicles have seen obvious 'three changes', that is, users have shifted from operating car users to private car users, the electrification path has shifted from large battery life to ultra-fast charging, and the number of new energy vehicles has developed from millions to tens of millions.

These changes are moving from quantitative to qualitative changes, and accelerating the construction of high-quality charging infrastructure based on ultra-fast charging and improving user experience will be the key to driving these three transformations. We today announced our electrification strategy, which is committed to integrating digital technology and power electronics technology, promoting the integration of green energy and transportation electrification, and working with customers and partners to accelerate the adoption of electric vehicles. ”

Hou Jinlong introduced that for the automotive electrification industry, Huawei Digital Power is positioned as a provider of power domain and charging network solutions. In the field of intelligent electric vehicles, we are committed to helping car companies build good cars and bring users the ultimate driving experience; In the field of smart charging networks, we are committed to providing operators with high-quality charging solutions and bringing users a fast energy replenishment experience.

According to Hou, Huawei's fully liquid-cooled supercharging solution has been deployed in more than 30 provinces (autonomous regions and municipalities), including Beijing, Guangdong, Chongqing, Shanghai, Hainan, Inner Mongolia, and Sichuan, covering extreme environments such as high temperatures, severe cold, and high altitudes. In 2024, Huawei plans to work with customers and partners to deploy more than 100,000 ultra-fast charging piles.

According to Huawei, through the deployment of ultra-high-speed motors, thermal management and other technologies, Huawei has launched a variety of high-voltage and high-efficiency electric drive systems to help car companies create ultra-fast energy replenishment of "one kilometer per second" and "ten kilometers of electricity" for users. The new DriveONE hyper-converged electric drive system will be launched, and it will work with car companies and leading battery manufacturers to jointly define A-class supercharging vehicles.

According to the display released by the China Research Institute of Puhua Industry Research Institute:

Energy replenishment anxiety is one of the main factors limiting the wide application of new energy vehicles, but the existing supply of public charging piles is dominated by slow charging, and the charging time is generally more than 1 hour. High-voltage fast charging will become the standard configuration of electric vehicles in the future, and in order to achieve rapid energy replenishment, it is an inevitable trend to develop high-voltage architecture at the vehicle end, and the number of car companies equipped with high-voltage fast charging platforms and high-rate batteries is increasing.

According to the research report, high-voltage fast charging has become a new trend, and the 800V high-voltage charging platform is concentrated on the car, mainly for models with more than 200,000 yuan. Xiaomi SU7, Wenjie series, Zhijie S7, Leap C16, SAIC Zhiji L6, Geely Krypton MIX and other models have been deployed. The Beijing Auto Show shows the trend of independent intelligence, electrification and high-end, ushering in a new era of comprehensive rise, and is optimistic about car companies with strong new car cycles, high proportion of new energy and incremental growth.

Leading battery companies are actively deploying fast charging products. Since 2023, battery companies such as China Innovation Airlines, Sunwoda, Guoxuan Hi-Tech, Juwan Technology Co., Ltd., and CATL have made progress in the field of fast charging and have successively released "top streams". In August 2023, CATL released the world's first lithium iron phosphate 4C battery, which can last up to 400 kilometers in 10 minutes of charging.

At present, many car companies have released models that support 800V high-voltage charging platforms, and it is expected that models of more than 100,000 yuan may support ultra-fast charging technology in the future.

At present, the business model of charging piles in mainland China mainly includes the model of "charging pile + commodity retail + service consumption", the mode of "charging APP + cloud service + remote intelligent management", and the model of "vehicle manufacturer + equipment manufacturer + operator + user".

After the liberalization of electricity reform, the construction of charging facilities will be marketized, and private capital is expected to enter, while charging pile enterprises have the advantage of being familiar with the market, and the synergistic effect brought by turning to downstream links will also be fully revealed. As capital from all walks of life have entered the field of charging operations, the transformation of equipment enterprises + capital will bring innovation in various operating models.

At present, the innovative business models of the charging pile industry in mainland China include Changzhou crowdfunding model, "electric pile" model, PPP model, Teruide model, China Central Place model and so on. In addition, there are currently three mainstream international charging pile operation models, namely the government-led charging pile operation mode, the charging pile operation mode led by power grid enterprises, and the charging pile operation mode led by automobile manufacturers.

With the increase in the penetration rate of new energy vehicles, the number of public charging piles in mainland China continues to reach a new high. According to the data, from 2015 to 2023, the scale of domestic public charging pile construction continued to rise, and its ownership scale increased rapidly from 150,000 units in 2015 to 2.726 million units in 2023, with a CAGR of 43.7%.

At present, the domestic public charging piles are mainly AC charging piles. As of the end of June 2023, there were 1.24 million public AC charging piles, accounting for 57.7%, and 908,000 public DC charging piles, accounting for 42.3%.

The future development trend of the charging pile industry can be predicted from multiple dimensions: first, with the continuous expansion of the new energy vehicle market, the demand for charging piles will further grow. Especially driven by policy support and market demand, the charging pile market will usher in opportunities for rapid development. In the future, the coverage of charging piles will be further expanded, not only in urban centers, but also in remote areas will gradually realize the popularization of charging piles.

Secondly, the intelligence and efficiency of charging piles will become an important development direction. With the continuous progress of artificial intelligence and Internet of Things technology, charging piles will realize the interconnection with vehicles, mobile phones and other devices, providing functions such as intelligent charging, intelligent management and intelligent maintenance. At the same time, efficient charging technologies such as fast charging and wireless charging will also be widely used to improve charging speed and efficiency to meet the growing needs of users.

In addition, the sustainable development and environmental protection of charging piles will also receive more and more attention. In the context of increasing global environmental awareness, future charging piles will pay more attention to energy conservation and environmental protection to reduce the impact on the environment.

Finally, interconnection is also an important direction for the development of charging piles in the future. By realizing the interconnection between electric vehicles, charging piles, and operators, the utilization efficiency of charging facilities can be fully improved and the user experience can be improved. In addition, the charging pile industry will also realize the interconnection of information and data with the whole industry chain of new energy vehicles, and promote the coordinated development of the entire industry.

To sum up, the future development trend of the charging pile industry will be reflected in the expansion of market scale, the development of intelligence and efficiency, the improvement of sustainability and environmental protection, and the strengthening of interconnection.

However, it is important to note that these forecasts are based on current market and technology conditions and may be affected by a variety of factors in the future, including policy adjustments, technological advancements, market competition, etc. Therefore, there is still some uncertainty in the development of the charging pile industry, which requires continuous attention and in-depth research.

With the rapid development of the new energy vehicle market, charging piles, as an important link in the new energy vehicle industry chain, are expanding their market scale. With the support of government policies and the improvement of consumer acceptance of new energy vehicles, the demand for charging piles continues to increase, which promotes the rapid development of the industry.

To sum up, the market development status of the charging pile industry shows the characteristics of scale expansion, fierce competition, and technological innovation. In the future, with the further development of the new energy vehicle market, the charging pile industry is expected to continue to maintain a rapid growth trend.

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