Continue to cultivate incremental markets

2023-06-25


There are endless opportunities behind every subdivision of the new energy vehicle industry chain. Shao Yuanjun told reporters that the accumulation of foreign parts companies come from the era of traditional fuel vehicles, and its advantage is to better understand the car and its needs, and better understand how to do car gauge components. Of course, the development of the new energy vehicle market also provides opportunities for Internet companies or technology companies to use their own technology to enter the automotive industry.

Such cases are not rare. For example, Zeiss, best known to consumers for its optical lenses, is involved in the field of quality inspection of new energy vehicle parts and its market share has been growing. For example, in the first quarter of this year, the United States 3M company built a thermal runaway screen conversion production line in its factory in Hefei, Anhui province, which is used in electric vehicle battery systems and can effectively improve the thermal management performance of batteries.

Zeiss provides solutions for batteries, motors and electronic controls, the core components of new energy vehicles. Battery technology research and battery quality control require the use of a wide range of imaging, analytical and metrological tools. Specifically, in terms of motors, the challenges posed by the new generation of motors involve the precise production and assembly of hairpins and stators and the fabrication of stator and rotor lamination. Contact and optical measurement equipment from Zeiss covers all aspects of the quality management process and helps motor manufacturers establish the entire inspection chain. In terms of electronic control devices, in order to make electronic components more efficient and reliable, companies must control the quality of semiconductors, printed circuit boards (PCBS) and finished modules at different length levels. These are supported by Zeiss products. Zeiss also has a presence in the automotive parts business: using optical and electronic-optical components to support the development of domestic semiconductor testing equipment; Using microscope high-precision imaging and integrated analysis technology, chip detection and analysis efficiency to a new level.

"Now, the opportunities brought by the electrification and intelligent transformation are reshaping the component system. Under this new component system, new markets are expanding rapidly. Foreign companies need to quickly seize the changes in the Chinese market and enter the supporting system to ensure that they can gain a certain share of the supply chain in China and ensure that they can keep up with the trend of intelligence and electrification in the world." Cui Dongshu, secretary general of the National Passenger Car Market Information Association, told reporters that the Chinese market is developing so fast, foreign-funded enterprises must increase investment and research and development efforts to ensure that they have a reasonable position in the Chinese market.

Shao Yuanjun put forward three suggestions for the development of foreign enterprises in the domestic market: First, expand production capacity to ensure supply; The second is to speed up the joint process of research and development with car companies; Third, maintain the stability and sustainability of the supply chain. The reporter learned that in order to better protect the supply chain system and respond more quickly to the demand of the Chinese market, many foreign parts companies began to set up factories in China and use the vertical layout model to better serve customers.


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