SMM Network News: with the continuous deepening of Tesla's localization, in addition to the rising sales volume, the relevant supply chain supporting has also attracted the attention of the industry. In February this year, Junsheng Electronics officially received a fixed-point production letter from domestic Tesla, supplying airbags, seat belts, steering wheels and other products for domestic Model 3 and Model Y. Gesco learned that the transaction between the two sides officially began in October, and the specific product supply was carried out by Shanghai Lingang Junsheng Automotive Safety system Co., Ltd. (hereinafter referred to as "Junsheng Safety Port"), which is adjacent to Tesla China.
According to public information, Junsheng Security Harbor was established on May 22, 2019, with a total investment of 420 million yuan, mainly engaged in the design, development, testing, manufacture and sales of automotive passive safety systems such as steering wheel, airbag and retractor. At present, it plays a very important role in the global business of Qunsheng Security. It is reported that the new factory's annual steering wheel production accounts for about 3.2 million pieces, while the annual production capacity of airbags / airbags is 29.9 million pieces, accounting for nearly half of the world's total. Recently, Junsheng Security Harbor has been opened to the outside world for the first time. The following cars will take you to learn about the internal situation.
Orders continue to climb and production capacity is expanding.
In fact, domestic Tesla was only part of the domestic orders in the first half of this year. In addition, our customers also cover Great Wall, Geely, Guangzhou Automobile, SAIC GM, Ford and so on. As the domestic car market picks up, orders will continue to rise in the next few months. " Shan Jinhui, global executive vice president and president of China of Junsheng Automotive Safety Systems, said.
Since the acquisition of KSS, in 2016 and Takata airbag in 2018, the business of its Junsheng Automotive Safety Systems Division (hereinafter referred to as "Junsheng Security") has shown sustained and rapid growth, and has become the world's second largest supplier of automotive safety products (currently accounting for about 30 per cent of the global market share). Financial report data show that in the first half of 2020, under the major impact of the epidemic, Junsheng Security still added 16.4 billion yuan of orders, and the amount of orders on hand (the whole life cycle in which orders have been received and not yet produced) totaled 210.7 billion yuan.
In the Qunsheng safe harbor factory, Geshi saw that production had all resumed and all the machines were in operation. According to Zhu Xiaofeng, vice president and chief operating officer of Junsheng Automotive Safety Systems in China, "the order volume has exceeded expectations, and the factory near Hong Kong has more than 1,000 employees, and it is still expanding, and more than 100 people have been recruited in August alone."
It is understood that in addition to the port-adjacent factories, Junsheng Security also has production bases in Tianjin, Jingzhou, Huzhou, Ningbo and Qingpu in Shanghai. In order to seize domestic order production, various places are actively investing in improving production capacity and efficiency. For example, the Huzhou Phase III expansion project has been launched recently, and Ningbo's "super factory" has passed the client system audit. "it is estimated that by 2025, Junsheng Security's market share in China will reach 40%, with sales of 15 billion yuan." Shan Jinhui said.
Product production technology under diversified demand
Nowadays, in order to enhance the market competitiveness, automobile companies gradually make efforts in the diversification, personalization and intelligence of the interior decoration. Synchronize & Johnson has put forward higher requirements for the production cycle and production cost, which is a great test for the process level of suppliers.
Take the steering wheel as an example, different customers have different requirements for coating materials, high-end vehicles mostly use real leather, the price is very expensive. And the steering wheel size and additional functions of different models are different. In order to meet the diversified needs of customers and reduce fabric costs, Junsheng Security has introduced the world's leading digital cutting equipment. Genesis has learned that in addition to meeting different design cutting needs, the equipment is among the highest in the industry in terms of cutting accuracy, cutting efficiency and fabric savings.
In addition, in the process of visiting the production line, Geshi found that most of the production processes have been automated, but there are still a large number of manual operators on the coating process production line. According to reports, this is mainly to meet the needs of some high-end car customers and Japanese customers, specially train relevant personnel to carry out manual production.
Zhu Xiaofeng said that whether it is the steering wheel or other products, with the upgrading of consumption and the development of intelligent technology, there will be more and more customer demand. What Shengsheng Security should do in the future is to improve the process level and production efficiency, maximize to meet customer expectations, and help improve its competitiveness.
Reliability guarantee of safety products
No matter how the car changes, safety is always the same theme, especially for automobile safety products. Junsheng Safety learned from the previous industry lessons, all products in the design, production, testing and other links have taken extremely stringent measures.
It is understood that Junsheng Safety Hong Kong has four functional laboratories, namely, physical environment laboratory, point explosion laboratory, chemistry laboratory and measurement room. It is equipped with system walk-in environment warehouse, flip door point explosion box, static point explosion system, drop tower testing machine, off-site explosion test equipment, steering wheel performance durability and fatigue test, seat belt performance durability and fatigue test, all kinds of environmental vibration test equipment and system integration and other development equipment. It has nearly 100 kinds of test means in four major fields, which constitute the most comprehensive test and development capability of airbag, steering wheel, seat belt and system integration development, and escort the product reliability 360 °.
In terms of testing equipment, Junsheng Security does not hesitate to spend a lot of money. It is understood that one of the TC equipment costs nearly 4 million yuan, and there are no more than 5 sets in China at present. By using the non-destructive testing technology, the equipment can carry out internal flaw detection, assembly analysis, digital simulation, size measurement and so on without disassembling the product.
"the automotive industry is in a period of drastic technological change, and new energy, self-driving, interconnection and sharing have all brought subversive challenges and technological revolution to the automotive industry. As a part of the safety system, there is a trend of both volume and price rising in terms of national regulatory requirements and technical requirements, and we are on the right track. " Chen Wei, executive vice president of Junsheng Electronics and chairman of Junsheng Automotive Safety Systems in China, said.
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