• BYD, Ubururu bwimbitse, Buick kuki gukora ibirenze kimwe?
  • BYD, Ubururu bwimbitse, Buick kuki gukora ibirenze kimwe?

BYD, Ubururu bwimbitse, Buick kuki gukora ibirenze kimwe?

Ku ya 7 Mutarama, Nano01Ku rutonde rwashyizwe ahagaragara, inganda zambere zashyizwe mubikorwa icumi byemewe.Iyi seti ya Mher E “Ten in One” Super Fusive ishami rishinzwe kugenzura umuvuduko ukabije wahujwe na MCU, DDC, PDU, OBC, VCU, BMS, TMCU, PTC, fasha sisitemu kugera kubunini nuburemere bworoshye. Mu Gushyingo 2023, igenzura rya elegitoroniki rya Zhixin Technology BU ryakoze ku mugaragaro ibicuruzwa bya mbere S3 10-imwe-imwe yo kugenzura ibikoresho bya elegitoroniki, byerekana intambwe ikomeye mu guhuza umutungo, kubaka sisitemu n’inganda ubushobozi, no kuzuza igice cyingenzi cya puzzle kumurongo wuzuye wibikoresho bya tekinoroji ya Zhixin.

bvgm (1)

Kuki aya masosiyete ahitamo guhuza? Kwishyira hamwe kwa sisitemu yo gutwara amashanyarazi byanyuze muburyo bworoshye bwo guhuza imiterere, kandi biratera imbere muburyo bwimbitse. Uyu munsi, batatu muri umwe bahindutse inzira nyamukuru, kandi benshi murimwe barateye imbere bahinduka inzira idashidikanywaho. Kugeza ubu, inganda zirimo kwitegereza no gutekereza ku masosiyete ateza imbere bose-umwe, ni ikihe giciro cyangwa ingaruka zishobora kuzanwa na bose-umwe, kandi ni izihe moderi nizo zabanje kubishyira mu bikorwa? Mu gihe cya neonxEVAt ihuriro, BYD, Changan, GAC AEON hamwe n’abandi OEM batangaje ko basaba cyangwa vuba aha bazatanga umusaruro-mwinshi-umwe-umwe w’iteraniro ry’amashanyarazi, Ikoranabuhanga rya Zhixin, Huawei, abatanga WimmersEOD berekana iterambere-muri-imwe cyangwa inzira ihuye. Aba bakinnyi bambere mumashanyarazi mashya yinganda zitanga amamodoka batanga ibisubizo byabo kubibazo byavuzwe haruguru hamwe ningero zifatika.BYD niyo yambere yatangije Dolphin ishingiye kumurongo umunani-umwe. Amashanyarazi atatu muri imwe, kwishyuza no gukwirakwiza bitatu muri imwe, kimwe na VCU, module ya BMS, binyuze muburyo bwo guhuza umubiri hamwe nubugenzuzi butandukanye bwa elegitoronike ya elegitoronike hamwe na software algorithm ihuye na fusion, igizwe n'umunani munteko imwe. Byose muburyo bumwe birashobora kuzigama bimwebimweCapacitor hamwe nibikoresho byo guhuza, kugabana chip, kumenya kugabana umutungo no kuyikoresha, kugabanya ibiciro, no kuzamura imbaraga zumuriro. Mubireba Deep Blue Automobile, byose-muri-imwe iteranya amashanyarazi, binyuze mubufatanye yo gutwara amashanyarazi no gutanga amashanyarazi, VCU, BMS, TMS, nibindi, birashobora kugera kugabanya ibiro byamashanyarazi, kugabanya amajwi, kugabanya ibiciro no kunoza imikorere. Binyuze muburyo bwimbitse bwa sisitemu yo gutwara amashanyarazi, platform ya Changan superset yamashanyarazi yageze ku gishushanyo gito cya Z, kizana imikorere myiza.

bvgm (2)

Huawei ingufu za digitale yerekanye ko intego yo kwishyira hamwe ari koroshya uruzinduko rwiterambere rwuruganda rwakira, kugabanya ibiciro byiterambere, kunoza uburambe bwo gutwara. Binyuze muri chip ya mbere ya fusion, power fusion, imikorere fusion hamwe na domaine yo kugenzura imiyoboro, umubare wa BOM wagabanutseho 40% naho umubare wa chip ugabanukaho 60%. Imbaraga za domaine module yemerera ibigo byimodoka kugera muburyo bworoshye bwo guhuza imbaraga, kugenzura byoroshye, iterambere ryoroshye, no kwiyongera 30% mubikorwa byiterambere. Mugihe kimwe, hyper-fusion power domain module ituma imiterere yimbere ya kabine irushaho gusobanuka, irashobora gushiraho agasanduku k'imbere, kandi ikarekura umwanya munini w'imbere, kunoza uburyo bwo gutwara ibinyabiziga, no kuzana umwanya n'uburambe bwa B -imodoka yimodoka kuri A-tramari yuzuye. Kwinjizamo ibyavuzwe haruguru byose-muri-kimwe hamwe nibitekerezo byibanze bya OEM hamwe nabatanga amashanyarazi, Kuruhande rumwe, sisitemu-imwe-imwe ihuza OBC / DCDC / PDU . Ku rundi ruhande, duhereye ku micungire y’itangwa rya OEMs, bose-muri-umwe bashobora koroshya uruzinduko rwiterambere rwa OEM no kugabanya ibiciro byiterambere. By'umwihariko, ibinyabiziga bito by'amashanyarazi OEM bifite amafaranga menshi yo gucunga kubatanga ibicuruzwa byinshi, kugabanya umubare wabatanga ibikoresho, no guhitamo sisitemu yo guhuza amashanyarazi menshi, ishobora koroshya imiyoborere, kugirango igere ku ntego yo kugabanya ibiciro byo gukora no kugera ku micungire inoze. .Ntuzongera guhagarika VB ishingiye ku makuru y’imodoka nshya zikoresha ingufu mu myaka ine ishize, NE Times yasanze kuva mu 2020 kugeza mu mezi 11 ya mbere ya 2023, umubare wa batatu-umwe wiyongereye uva kuri 55.6% ugera kuri 66.5% . Undi mugabane wiyongera cyane kumasoko ni yose-muri-imwe, yakuze kuva kuri minuscule 0.5% igera kuri 19.1% idakwiriye mumyaka ine.Ubwiyongere bwubushobozi bwashyizweho bwa sisitemu yo gutwara amashanyarazi yose-imwe yarenze muri rusange sisitemu, kandi kwitabwaho kwa sisitemu biriyongera umunsi kumunsi. OEM nyinshi zirimo gukora ubushakashatsi kuri sisitemu zose-imwe-imwe mu modoka zikoresha ingufu nshya zikoresha ingufu zinyuze mumurongo wazo bwite cyangwa kubufatanye nabatanga isoko.

bvgm (3)

Ingero zikoreshwa muri bose-imwe hamwe ninganda ziyobora inyuma yazo zerekana ibimenyetso bikurikira nyuma yisesengura ryitondewe: Imashanyarazi ya Jianghuai, Ruilan na BYD ya A0 na A-A niyo yambere iteranira hamwe. Mugihe gikomeje kugabanuka kwimodoka zingendo no kugabanuka, ibinyabiziga byamashanyarazi 2C bito n'ibiciriritse byumva neza ibiciro. Iyobowe nibi, OEM yahisemo kwemeza byose-muri-imwe ikomeza kuzigama ibyuma byuburemere nuburemere, kandi ifite inyungu zamafaranga.Deep Ubururu, kashe, Buick, reba hejuru nandi B ya B ndetse no hejuru ya EVS gukoresha byose-muri- igipimo kimwe ugereranije na 2022 habaye izamuka rikomeye. Ngiyo OEM ishingiye kubiciro no gutekereza kuri miniaturizasiya mugutondekanya uburambe bwa progaramu ya power domaine igenzura. OEM yateje imbere kandi yishyizeho byose-muri-imwe ni 93.1%. BYD, Deep Blue Auto, BAIC umutungo mushya w'ingufu, SAIC, nibindi. Umubare wibisubizo byose-bitangwa nabandi bantu byari 6.9%, ugereranya ibisubizo byinshi-bitangwa nibigo nka Embol, LG na Huawei Ingufu za Digital. Umunani muri sisitemu imwe yo gutwara amashanyarazi yakozwe na LG ni sisitemu-imwe-imwe yakozwe na SGM.Imiterere iragaragaza, kugabanya ibiciro by'ibinyabiziga bisaba ko hashyirwaho gahunda-imwe-imwe, yasabye uruganda rwakiriye kwakira, gusaba, kuzamura byinshi-muri-imwe. Aya ni amahirwe yo kugabana isoko-imwe-imwe yo gukura byihuse.Icyiciro cya kabiri kigaragaza ubwinshi bwisoko, Inyungu yibiciro bya bose-imwe irahagije gukurura ibinyabiziga byamashanyarazi byo murwego rwo hejuru kugirango bishyigikire。Ibibazo 3 kuri abatanga isoko. Kubera ko bose-muri-umwe bakeneye guhuza sisitemu nyinshi nko gutwara amashanyarazi, gucunga bateri, kwishyuza no gukwirakwiza uhereye ku kinyabiziga, OEM Byiza bikwiranye no Guteza Imbere Byose-muri-Ibisubizo. Nyamara, Ibiciro byerekeza ku binyabiziga bito n'ibiciriritse by'amashanyarazi duhereye ku kugabanya ibiciro bya BOM hamwe n’ibiciro byo gucunga, birashoboka cyane ko bizatangwa n’ibindi bisubizo byo gupakira. Kubera iyo mpamvu, ejo hazaza hose-muri-imwe izamura abakiriya, igiciro- yerekanwe, yitezimbere na OEMs, isoko ryagatatu ryabatanga isoko, nibindi byinshi kubito bito n'ibiciriritse OEM.


Igihe cyo kohereza: Gashyantare-01-2024