Tesla super charging pile project is about to accept new energy vehicles another pain point is expected to be solved?

On September 7th, the battery capacity of electric vehicles has reached 100kWh. most of the battery life is up and down in the 500km, and some even as high as 700km. After the battery life anxiety has been alleviated, low charging efficiency has become the biggest pain point for electric vehicles, so popularizing high-power fast charging technology has become a common goal of the industry.

It is reported that Tesla's charging pile production project in China has been completed, the project was officially completed on August 20, the commissioning period is from August 21 to September 25, and the expected acceptance period is from September 26 to October 30. The project produces Tesla's third-generation super charging piles, with an annual output of 10,000 units and a maximum charging power of 250kW. Take Model 3 as an example, some models can be charged for up to 15 minutes at peak power to supplement 250km mileage.

At present, there are two main technical paths to realize high-power fast charge: one is high-voltage mode, the other is low-voltage and high-current mode. In the field of electric vehicle charging, 800V platform and 350KW power are generally used as the high voltage charging threshold in the industry.

Tesla takes the route of low voltage and high current, which is based on 480V DC fast charge. Take Tesla's V3 charging pile as an example, its maximum charging power is 250kW, and it still takes about an hour to fill a car.

In order to achieve "charging for 5 minutes and a range of 400 kilometers", a higher voltage charging platform is needed. 800V is only the threshold for fast charging the new world. Ideal car CEO Li Xiang previously said that 400KW fast charging technology needs the support of three key technologies: a voltage platform of more than 800V, the national standard of 500Ah super fast charging and batteries with a charge rate above 4C.

The high voltage fast charging technology is basically ready for mass production in 2021.

With the increase of battery voltage, for the consideration of energy consumption, complexity, reliability and other factors of the high-voltage system, the high-voltage devices of the vehicle had better be consistent with the battery. In other words, the 800V architecture should mean that the charging end and the vehicle end should move towards 800V together, and the battery pack, electric drive, PTC and air conditioning of electric vehicles all need to be re-adapted.

The technology tends to mature and all links of the industrial chain actively participate, all of which pave the way for the industrialization of the high-voltage fast charging route.

Wang Chao, president of Huawei's vehicle power supply field, previously said that based on the rapid iteration of technology, once the high-voltage fast charging industry chain tends to mature, it can quickly lower the cost of the entire industry, and the industry's goal of mass production is expected to be achieved by 2021. From the pile point of view, the maturity is much better than the car, except for the charge gun, wire, contactor and fuse will be different, other equipment does not need to be changed.

Yuan Wei and Xu Huixiong, analysts at Anxin Securities, also released a research report recently, saying that the conditions for mass production of high-voltage platform models are basically mature: from the point of view of parts, the industrial chain of high-voltage parts at the end of the car and pile is gradually improved. among them, the main parts of the car end are expected to achieve mass production by the end of 2021; From the perspective of charging piles, high-power fast charging products have taken shape, and the proportion of high-power charging piles newly invited by the National Electroweb has increased significantly, with the proportion of 160kW charging piles in the first tender in 2021 accounting for nearly 40 percent. According to the charging standards, the new standard is expected to be released in 2021, and the highest DC charging power is expected to reach 900kW.

Specifically, 800V high-voltage platform has frequently appeared in the layout of car companies. GAC Ean has developed the world's first 6C super fast charging technology, which can achieve 8% full charge and 80% charge. AIONV, a super fast charging car equipped with this technology, will be launched this year. At this year's Shanghai Auto Show, all Kia EV6 models support 400V and 800V charging, which takes only 14 minutes to charge from 30% to 80%; Hyundai IONIQ5's latest 800V high-voltage platform supports super-power charging up to 350kW.

Compared with automobile companies, the layout of parts and components in high-voltage fast charging is one step faster, and the 800V high-voltage fast charging industry chain has basically matured. For example, Huawei, BergWarner and Huichuan Technology have released 800V electric drive systems one after another. Haili, Aotejia, Kobor, Huagong New Gao Li and BYD already have the production capacity of 800V electric compressors and PTC; Basba, Yonggui, AVIC Optoelectronics, Tyco and other enterprises also have the ability to mass produce 800V cables and terminals.

Yuan Wei and Xu Huixiong, analysts at Anxin Securities, also said that with the improvement of the voltage platform, the performance requirements of electric vehicles for parts are significantly higher, and power devices are expected to usher in new opportunities: Silicon carbide (SiC) power devices are expected to be widely used in high-voltage components such as OBC, DC/DC and motor controllers because of their high temperature, high voltage and high frequency performance advantages. It is estimated that the domestic market scale of SiC power devices for new energy vehicles is expected to reach 6 billion yuan in 2025.

In terms of high-pressure rechargeable piles, according to Huawei statistics, high-pressure piles have been gradually deployed in China since 2018. Based on different main operators, there are about 110000 low-pressure piles below 500V and 180000 high-pressure piles above 500V. Unlike the situation feared by car companies, there are already more high-pressure piles than low-pressure piles and will continue to develop rapidly in the next three years. It is predicted that by around 2022, the deployed high-pressure piles can basically match the mass use of electric vehicles and meet the demand of fast charging two years ahead of time.