break out? Silicon carbide has received another 7+ billion order! Used in all 11 Hyundai cars!

Home News Industry News break out? Silicon carbide has received another 7+ billion order! Used in all 11 Hyundai cars!

2022-03-16 392

On March 25, Vitesco Technologies (Vitesco), a subsidiary of German Continental Group, announced that it had obtainedmodern carAn order worth "Hundreds of millions of euros (more than 700 million yuan)”, will provide Hyundai with800V silicon carbide inverter。

According to the "Three and a Half Generations Trend", Hyundai cars will have11 carsUsing 800V silicon carbide inverter,Volkswagen, Peugeot and DongfengOther customers have contributed more than 100 billion yuan in orders to Vitesco.

also,Porsche, Audi, GM, MaseratiOther companies will adopt 800V inverter systems, and Chinese car companies are already purchasing related inverters. Data shows that the growth rate of electric vehicles in Europe will be as high as 144% in 2020, and the growth rate will exceed 30% in the next five years.Will silicon carbide demand explode?

Vitesco receives more than 700 million orders from Hyundai

Volkswagen, Peugeot and Dongfeng contributed large orders

Hyundai Motor said that in 2025, the company's E-GMP platform will have 23 models, 11 of which will use pure electric vehicles with 800V technology. The first model is the Ioniq 5 electric SUV.

Vitesco 800V inverter

Vitesco has three major business divisions. According to Vitesco CEO Andreas Wolf, as of the end of 2020, the total value of its electrification business orders on hand exceeded13 billion euros (100.25 billionyuan), while the turnover in 2019 was approximately 61.7 billion euros,An increase of 38.46%。

As of early 2021, Vitesco has delivered more than150,000 groupsThird-generation electric axle drives. In addition to Hyundai, Volkswagen and Peugeot Citroën also contributed large orders to Vitesco in 2019. On August 26, 2020, Vitesco also provided electric axle drives (EMR3) to China Dongfeng Motor.

Vitesco CEO Andreas Wolf

According to the "Three and a Half Generations Wind Direction", in 2020Vitesco and ROHMSigned an agreement to develop silicon carbide electric vehicle drives.

Vitesco is very optimistic about the prospects of the electric vehicle market. Andreas Wolf believes that the registration volume of new electric passenger vehicles (BEV and PHEV) in Europe in 2020 will be higher than that in 2019.increased by 144%, the proportion of electric vehicles will reach about 60% in 2030. To this end, the electric vehicle market will grow at an annual rate of approximately 30% from 2020 to 2025, and the value contribution per vehicle will be five times that of internal combustion engine vehicles in 2018.

According to reports, Continental Group’s spin-off of Vitesco was approved on March 16, and it plans to go public in the second half of 2021.

Will 800V inverters explode?

Porsche, Audi, General Motors, and Maserati are all making plans

According to reports, compared with the traditional 400V system, the 800V inverter can greatly shorten the charging time of the battery, charging the battery to 80% in less than 20 minutes. Hyundai and Porsche have also cited similar data.

Andreas Wolf believes that the 800V system has great growth potential, "So far, most electric vehicle drives have used 400V systems, and only a few have 800V special architectures."

According to reports, the 800V system is mainly installed on some high-end models, such asPorsche Taycan and Audi e-tron GTwait. General Motors and electric truck startup Rivian say they will be able to upgrade their systems to higher voltages. Maserati also said last year that future pure electric vehicles will use an 800V architecture.

Bert Hellwig, head of electric drive system development at ZF, believes that "800V architecture will establish itself in future premium cars or sports electric vehicles, while 400V architecture will remain the standard in the high-volume market." The company is now preparing to start series production of 800V systems this year.

According to Hellwig, these 800V orders are mainly for supply to a Chinese car company and a European sports car manufacturer.

Some experts speculate that more manufacturers will gradually switch to the 800V architecture. Tesla has always been known for its pursuit of high efficiency, so it will also adopt it.

Currently, in addition to Vitesco and ZF, other suppliers supporting 800V technology include Hitachi and BorgWarner. Among them, BorgWarner, ZF and Delphi all use Cree's solutions.

As early as September 2019, Delphi's 800V silicon carbide inverter has been successfully mass-produced; Bosch Group announced that it will start producing a new generation of energy-saving chips using silicon carbide materials in Germany in 2021; BorgWarner also launched a new car charger using silicon carbide technology.

Domestic semiconductor manufacturers including BYD, Jingjin Electric, China Resources Huajing Microelectronics, and Huahong Grace are actively deploying SiC power semiconductor devices.

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