Specialist
Former manager at Porsche Engineering R&D
Agenda
- New energy vehicle energy replenishment methods, fast charging technology routes and analysis, plus major auto manufacturers’ choices
- 800V fast charging time, transformation from 400V to 800V – auto component replacement demand, volume and price trends of high-voltage connectors
- High-voltage fast charging system’s compatibility with charging piles, technology difficulties and improvement measures
Questions
1.
Given the current range per charge of new energy vehicles, do you think customers still have range anxiety?
2.
Some specialists are not optimistic about the long-term prospects of the battery swapping market, saying that the market demand will only exist temporarily before the further improvement of the range per charge and charging speed. What do you think of the battery charging and swapping market development in the near future and in the long term?
3.
You mentioned battery swapping, fast charging and widespread battery charging stations as the ways to narrow the gap between the energy replenishment user experience of new energy vehicles and that of fossil fuel vehicles. Could you please introduce the high-voltage and high-current fast charging technology routes respectively? What are their respective advantages and disadvantages?
4.
Tesla is the only auto manufacturer that produces high-current batteries and many auto manufacturers adopt 800V batteries. Why do they choose different technology routes?
5.
You mentioned that batteries with a charging rate of 3C or 4C are produced. Why do you think it is a dangerous attempt? Is the technology mature? Does it need to be improved?
6.
What are the mainstream routes of high-voltage fast charging systems? What are the choices of different auto manufacturers?
7.
There will be some adjustments to the design, model, cost and product form of electrical appliances and compressors. What adjustments will be made to match 800V charging?
8.
You also said that some adjustments need to be made to battery cells to match 800V charging. What are the requirements of a high-voltage fast charging system for the materials of batteries and components used in vehicles? What adjustments have been made?
9.
What are the trends in the volume of high-voltage connectors and the price or value of a single connector during the transformation of the architectures from 400V to 800V?
10.
What do you think of the products and competencies of the several domestic high-voltage connector manufacturers?
11.
As to high voltage changes, you mentioned that higher voltage would have higher requirements for insulation, and accordingly, the cost will increase. What kind of adjustments should be made to the insulation? How much higher is the cost than the previous 400V or high-current architecture?
12.
You mentioned that XPeng and Aion are more aggressive in developing fast charging systems, and they are focusing on high-voltage and high-current charging. Does this pose bigger challenges or higher requirements for the vehicles, including cooling systems and costs?
13.
XPeng and Aion are more aggressive in fast charging. Will there be changes in the thermal management and cooling methods compared with high-voltage or high-current technology routes? Are there any differences between the more aggressive approach and the other two routes in terms of cooling methods?
14.
Is there anything we have not discussed yet? Do you have extra information to share with us?
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