중국의 자동차용 디지털 전원 및 칩 산업(2024년)

Research on automotive digital power supply: looking at the digital evolution of automotive power supply from the power supply side, power distribution side, and power consumption side

This report focuses on automotive digital power supplies and chips, including:

Power supply side, OBC, DC-DC, 12V & 48V lithium/sodium battery solutions and their digitalization;

Power Distribution side, high-voltage distribution, low-voltage distribution solutions and their digitalization;

Power consumption side, power solutions and digitalization for vehicle control, autonomous driving, intelligent cockpit, suspension, Brake-by-Wire, chassis, etc.;

Digital power supply (power supply, power distribution, power consumption) digital solutions for OEM and Tier1s.

Power supply side: low-voltage starter batteries are developed towards 12V & 48V lithium/sodium batteries and redundant power supply systems

At present, lead-acid batteries are the most widely used in the start-stop field, accounting for about 90%. However, lead-acid batteries are not the best choice for starting batteries in the future. With the development of vehicle electrification and intelligence, and the addition of a wide variety of sensors and chips, the original electrical architecture is increasingly weak, and applications such as 12V & 48V lithium/sodium batteries and low-voltage start-up battery BMS are accelerating.

Lithium iron battery (LFP) is configured as four single cells in series (4s1p), plus a battery management system (BMS) to form a typical 12V low-voltage battery network, which can support single monitoring and semiconductor battery main switch. BYD has fully switched from lead-acid batteries to lithium iron batteries. The new Tesla Model S Plaid, the new Model X, and the domestic Model Y performance version also use 12V lithium batteries.

In addition to lithium iron batteries that have been applied in large quantities, 12V sodium electricity has also entered the early stage of industrialization. On August 14, 2024, Beijing New Energy Automobile issued an invitation tenders announcement on "12V sodium electricity (sodium vanadium phosphate) new technology development service project selection".

Leading battery manufacturers such as CATL, BYD, EVE Energy, Wanxiang A123 System, and Zhuhai CosMX Battery have all expanded their product lines in the field of 12V/48V start-up batteries, and gradually expanded their product lines to 12V + 48V redundant integrated systems and low-voltage power distribution systems. From the perspective of Zhuhai CosMX Battery's vehicle power solution:

12V lithium battery solution

In 2023, Zhuhai CosMX Battery's low-voltage lithium battery products have begun to be shipped in batches. 12V LFP start-stop battery can reach 8000 times, much higher than lead-acid batteries, which can ensure that the battery does not need to be replaced during the life cycle of the car. The company has accelerated its overseas expansion in low-voltage start-stop business, and has successively obtained designation of many well-known OEMs such as Jaguar Land Rover (2025 SOP), Stellantis (2026 SOP), GM (2025 SOP), and IM (IM LS7 12V lithium battery, 2023 SOP).

48V lithium battery solution

The Cybertruck is located in the middle of the front cabin. The 48V power supply position of the Cybertruck is fixed to the vehicle by two bolts, and the torque of the bolts is 8Nm. From the disassembly point of view, Zhuhai CosMX is Tesla's 48V lithium battery supplier.

12 + 48V + DC/DC dual voltage redundant power supply solution

Zhuhai CosMX Battery's dual-voltage integrated products basically expand the system architecture on the 12V system, retaining the original 12V system, adding a DC/DC conversion device and a 48V independent system. The entire system is very large. The 12V/48V dual-voltage system developed by Zhuhai CosMX Battery uses a battery pack to meet the 12V system function and 48V system function, and integrates DC/DC converter together. The integrated products can achieve 12V and 48V under the premise of fuel saving and consumption reduction. The cost is relatively low, the weight is relatively light, and the advantages are obvious.

Power supply side: DC/DC, OBC and other vehicle power modules are developing towards integration, efficiency and digitalization to achieve cost reduction and efficiency increase

The application of "two-in-one" and "three-in-one" power assemblies has become very common, and automotive power supply has further formed an all-in-one assembly with electric drive, reducer, VCU/BMS, etc. The E/E architecture of the whole vehicle is rapidly evolving towards centralization. The ECU that used to be "separate" is integrated into one place, and new products such as 7in1, 8in1, 9in1 and even BYD e3.0 Evo's 12in1 are emerging in an endless stream.

Under this evolving trend, major Tier1 and Tier2 chip vendors have launched highly integrated solutions.

VMAX: Committed to becoming a world-class electric vehicle power domain overall solution provider, it has obtained the fixed points of many well-known enterprises at home and abroad such as SAIC Group, Great Wall Motors, and Sany Heavy Machinery, and has realized the mass production and shipment of motor controllers, electric drive three-in-one assembly products and "power + electric drive" all-in-one assembly products.

SemiDrive Technology: In February 2023, SemiDrive cooperated with Kotei to create a domestic power domain solution based on E3 "Control Core". The solution will also cover the all-in-one design of the power system in the future, and deeply integrate high-voltage electrical accessories such as DC/DC, OBC, and PDU.

ST: Introduced a new generation of high-performance MCU products based on Arm (R) architecture - the Stellar family, including three categories of Stellar E, Stellar G and Stellar P. Includes a 22kW OBC-DC/DC 2-in-1 solution based on Stellar E, a Stellar G-based ZCU, and a new all-in-one Stellar P-based powertrain domain controller at Munich Shanghai Electronics Show in 2023.

ST aims to achieve "replacing the respective MCUs in multiple ECUs with a single Stellar P-series MCU, realizing the centralization of computing power, and users can develop and maintain products with only one software toolchain."

Stellar P-series MCUs support up to 6 Cortex (R) R52 + cores, provide more than 10K DMIPS computing power, and support OBC, DC/DC, inverter, BMU and VCU function integration. The highly integrated form allows the entire controller size to be further reduced, the degree of integration will be higher, and the system BOM cost can be further optimized.

Based on Stellar E's 22KW OBC with 3KW DC-DC combo system two-in-one solution, compatible with 3.3KW & 6.6KW & 11KW on the market, its Stellar-E1 is a dual-core MCU with 300MHz computing power, rich peripherals, the biggest advantage is that the chip has security functions, no need to be designed with a security chip, in line with the security function requirements of ISO26262 ASIL-D, and also has OTA functions.

In the vehicle power system, the traditional DC/DC converter generally has problems such as low conversion efficiency and large size. It can achieve small size and high performance of DC/DC by using advanced technology controllers. Digital power solution provider "Wuhan Senmu Leishi Tech" has launched a self-developed PPEC (programmable power electronic controller) digital power control chip.

Power consumption side: safety power solutions for autonomous driving HPC, intelligent cockpit HPC, ECU, etc

The technological progress of SoCs in automotive intelligent cockpits puts forward higher requirements for computing power, main frequency and dynamic response speed. At the same time, the power consumption of the whole board continues to increase, and the power conversion efficiency needs to be higher to save energy; the dynamic response speed is faster, and the functional safety level requirements of power modules continue to increase (generally ASIL-B or above). These factors all bring various challenges to the design of automotive power supplies.

Lierda and ST Launch ADAS Power Solution for Intelligent Driving

The core components of this solution include large computing power chip, ST's PMIC power chip, DCDC chip, LDO chip and ST's SPC series MCU. The power management chip solution can ensure that the ADAS domain controller can still provide stable and reliable power supply in the face of high current power consumption.

ROHM and SemiDrive Technology jointly develop an in-vehicle SoC reference design

The reference design mainly covers SemiDrive Technology's smart cockpit SoC * 1 "X9M" and "X9E" products, which are equipped with ROHM's PMIC * 2, SerDes IC * 3 and LED drivers.

In addition to the SerDes IC used in the "X9H" reference board, ROHM further provided "BD96801Q12-C" SoC PMIC and "BD9SA01F80-C" buck converter IC for driving the SoC, as well as "BD39031MUF-C" general-purpose PMIC for ADAS that supplies power to the SerDes IC. This solution supports operation of up to three display projections and four ADAS cameras (Surround-view camera).

Table of Contents

1 Definition and Status Quo of Automotive Power Supply

• 1.1 Definition of Automotive Power Supply
  • 1.1.1 Structure of Automotive Digital Power Supply Research Report
  • 1.1.2 Working Principle of Automotive Power Supply
  • 1.1.3 Role of Automotive Power Supply Management
  • 1.1.4 Introduction to Automotive Power Supply Systems
  • 1.1.5 Automotive Power Supply Side: Definition of On-Board Charger (OBC)
  • 1.1.6 Automotive Power Supply Side: Definition of DC/DC
  • 1.1.7 Automotive Power Distribution Side: Definition of High-voltage Power Distribution Unit (PDU)
  • 1.1.8 Automotive Power Distribution Side: Definition of 12V Low-voltage Power Supply
  • 1.1.9 Automotive Power Distribution Side: Definition of Primary Power Supply & Secondary Power Supply (1)
  • 1.1.10 Automotive Power Distribution Side: Definition of Primary Power Supply & Secondary Power Supply (2)
  • 1.1.11 Automotive Power Supply Mainly Provides Power Conversion and Battery Charging/Discharging
  • 1.1.12 Installation Position of Automotive Power Supply
  • 1.1.13 Design Essentials of Automotive Power Supply
• 1.2 Market Size and Share of Automotive Power Supply
  • 1.2.1 Market Size of Automotive Power Supply
  • 1.2.2 Competition Landscape of Automotive Power Supply Market in China
  • 1.2.3 Automotive Power Supply System Cost Reduction Space
  • 1.2.4 Automotive Power Supply Integrated Product Price Trend

2 Automotive Power Supply Management System of OEMs

• 2.1 Automotive Power Supply Configuration Strategy (from OEM's Point of View)
  • 2.1.1 OEMs' Power Supply System Integration Strategy: Power Supply + Electric Drive All-in-One
  • 2.1.2 OEMs' Power Supply System Integration Strategy: Power Supply + Battery
• 2.2 BYD
  • 2.2.1 Summary of Power Supply System
  • 2.2.2 Changes in Power Supply System with e-Platform Evolution
  • 2.2.3 Power Supply System: Demand Characteristics of OBCs for Super Hybrid Vehicles
  • 2.2.4 Power Supply System: Demand Characteristics of OBCs for Battery Electric Vehicles
  • 2.2.5 Power Supply System: Bidirectional DC/DC Solutions
  • 2.2.6 Power Distribution System: Obtained Power Distribution Control Patents
  • 2.2.7 Power Distribution System: Main Relay Circuit for E6 High-voltage Power Distribution Units
  • 2.2.8 Power Distribution System: Low-voltage Power Distribution Network of 2024 Sealion 07 EV
  • 2.2.9 Power Distribution System: Power Distribution Solution of Body Controllers for Seal
  • 2.2.10 Power Distribution System: Relay Circuit of E6 High-voltage Power Distribution Unit Inverter DC/DC
  • 2.2.11 Power Distribution System: 12V lithium-ion Battery for Hybrid Models
  • 2.2.12 Power Charging & Distribution System: High-voltage Electrical Control Assembly of E5 (1)
  • 2.2.13 Power Charging & Distribution System: High-voltage Electrical Control Assembly of E5 (2)
  • 2.2.14 Power Charging & Distribution System: Advantages of E5's High-voltage Electrical Control Assembly
  • 2.2.15 Power Charging & Distribution System: High-voltage Three-in-one Power Charging & Distributing Assembly of Qin Pro EV
• 2.3 Geely
  • 2.3.1 Power Charging & Distribution System: Integration to All-in-one
  • 2.3.2 Power Distribution System: Fuse Box of Jiyue 01
  • 2.3.3 Power Distribution System: Relay Set for EV300 High-voltage Power Distribution Unit
  • 2.3.4 Power Distribution System: Frame Diagram of EV300 High-voltage PDU
  • 2.3.5 Power Distribution System: Intelligent Power Distribution Design of ZEEKR (1)
  • 2.3.6 Power Distribution System: Intelligent Power Distribution Design of ZEEKR (2)
• 2.4 Changan Auto
  • 2.4.1 Power Distribution System
  • 2.4.2 Power Distribution System: Intelligent Power Distribution Unit
• 2.5 GAC
  • 2.5.1 Power Supply Configuration Strategy: "Protoss Architecture" Adopts Dual-Power Supply Design (1)
  • 2.5.2 Power Supply Configuration Strategy: "Protoss Architecture" Adopts Dual-Power Supply Design (2)
  • 2.5.3 Power Distribution System: GA3.0 "Protoss" Low-voltage Power Supply Network Architecture
  • 2.5.4 Power Distribution System: GA3.0 "Protoss" High-voltage Power Supply Network Architecture
  • 2.5.5 Power Distribution System: Integrated PDUs
  • 2.5.6 Power Distribution System: Standalone PDUs
  • 2.5.7 Power Distribution System: Obtaining Relevant Patents
• 2.6 BAIC
  • 2.6.1 New Energy Automotive Power Supply System: Master Chip List for Three-in-One Products
  • 2.6.2 New Energy Power Distribution System: 12V Power Management System
  • 2.6.3 New Energy Power Distribution System: PDU Evolution Process
  • 2.6.4 New Energy Automotive Power Technology Innovation: Sodium Battery
• 2.7 Xpeng Motor
  • 2.7.1 Battery/Electric Motor/Electronic Control System: Technical Parameters of P7
  • 2.7.2 Battery/Electric Motor/Electronic Control System: Power Supply Management System of P7
  • 2.7.3 Power Supply System: Breakdown Diagram of P7 OBC
  • 2.7.4 Power Supply System: P7 Integrated Power Master Chip
  • 2.7.5 Power Supply System: Breakdown Diagram of P7 DC/DC
  • 2.7.6 Power Distribution System: Breakdown Diagram of P7 High-voltage PDU
  • 2.7.7 Power Supply System:G6
  • 2.7.8 Electrical Box Distribution Architecture: 2023 Xpeng G9
  • 2.7.9 Power Distribution System: Intelligent Power Distribution of MONA M03
• 2.8 NIO
  • 2.8.1 Power Supply System: Layout of Dual Power Supply Patents
  • 2.8.2 Power Supply System: Elimination of OBC
  • 2.8.3 Power Distribution System: ET9 Adopts Dual 12V Low-voltage Power Supplies
  • 2.8.4 Power Distribution System: ET9 48V Low-voltage Power Supply Network Architecture
• 2.9 Tesla
  • 2.9.1 Power Supply System: OBC Architecture
  • 2.9.2 Power Supply System: Breakdown Diagram of OBC+DCDC (1)
  • 2.9.3 Power Supply System: Breakdown Diagram of OBC+DCDC (2)
  • 2.9.4 Power Distribution System: Intelligent Power Distribution Unit Solution of Model 3
  • 2.9.5 Power Distribution System: First Generation Zonal Architecture Distribution Strategy of Model 3
  • 2.9.6 Power Distribution System: Model 3 Using eFuse
  • 2.9.7 Power Distribution System: Model 3/S/X Using Intelligent eFuse Boxes
  • 2.9.8 Power Distribution System: Model S plaid Body Controller Integrated Power Distribution System
  • 2.9.9 Power Distribution System: Complete Elimination of 12V Power Supply (1)
  • 2.9.10 Power Distribution System: Complete Elimination of 12V Power Supply (2)
  • 2.9.11 Power Distribution System: Official Transition to 48V Starting in 2023
  • 2.9.12 Power Distribution System: Cybertruck Introduces 48V Lithium Battery
• 2.10 FAW
  • 2.10.1 Hongqi's Power Supply System: Mass Production of DCDC
  • 2.10.2 Hongqi's Power Supply System: EH7 Uses Dual Power Supplies
• 2.11 Toyota
  • 2.11.1 Honda Hybrid Vehicle IMMD Electrical Architecture: Bidirectional DC/DC Integrated in Battery Management System
  • 2.11.2 Honda Hybrid Vehicle IMMD Electrical Architecture: Bidirectional DC/DC Topology
• 2.12 Mercedes-Benz
  • 2.12.1 Power Distribution System: STAR3 Dual 12V Power Architecture
  • 2.12.2 Power Distribution System: Installation Position of 48V Battery
  • 2.12.3 Power Distribution System: 48V Battery
  • 2.12.4 Power Distribution System: Breakdown of GLE350e DCDC
• 2.13 Volkswagen
  • 2.13.1 Power Supply Architecture: 12V, 48V Dual Power Supply System
  • 2.13.2 Power Supply Side: Breakdown Diagram of ID Series On-Board Charger (OBC)
• 2.14 Other OEMs
  • 2.14.1 Neta Auto's Power Supply System
  • 2.14.2 SERES's Power Supply System: AITO M7 OBC
  • 2.14.3 Chery's Power Distribution System: Power Distribution Design of Luxeed S7
  • 2.14.4 Xiaomi Auto's Power Supply System: Su7 Integrates OBC + DCDC into Battery Packs

3 Market and Digital Trends of Automotive Power Supply Side (OBC/DC-DC/ Battery)

• 3.1 Power Supply Side: OBC
  • 3.1.1 Research Structure of Power Supply Side OBC
  • 3.1.2 Role of On-Board Charger (OBC) in Vehicles
  • 3.1.3 Comparison of High Power OBCs and Low Power OBCs
  • 3.1.4 On-Board Charge (OBC) Product Forms (1)
  • 3.1.5 On-Board Charger (OBC) Product Forms (2)
  • 3.1.6 On-Board Charger (OBC) Technical Topology (1)
  • 3.1.7 On-Board Charger (OBC) Technology Topology (2)
  • 3.1.8 On-board Charger (OBC) Main Circuit Topology
  • 3.1.9 OBC Main Components: Breakdown Diagrams
  • 3.1.10 On-Board Charger (OBC) Key Technical Evaluation Indicators
  • 3.1.11 Key Development Trends of OBC
  • 3.1.12 OBC Market Size and Development Trend
  • 3.1.13 OBC Installation Size of New Energy Passenger Cars in China, 2021-2024
  • 3.1.14 Market Share of Top 10 OBC Suppliers of New Energy Passenger Cars, 2023
  • 3.1.15 Market Share of Top 10 OBC Suppliers of New Energy Passenger Cars, 2020-2024
  • 3.1.16 OEM Supportings of Top 10 OBC Suppliers of New Energy Passenger Cars
  • 3.1.17 OBC Price Trend
  • 3.1.18 Main Suppliers of New Energy Passenger Car OBC
• 3.2 Power Supply Side: DC/DC
  • 3.2.1 Topology Structure of New Energy Vehicle DC/DC Converter (1)
  • 3.2.2 Topology Structure of New Energy Vehicle DC/DC Converter (2)
  • 3.2.3 DC/DC Technology Evaluation Index: Efficiency and Power Density Improvement Are Keys
  • 3.2.4 DC/DC Main Components of New Energy Vehicle
  • 3.2.5 DC/DC Technology Trend 1
  • 3.2.6 DC/DC Technology Trend 2
  • 3.2.7 DC/DC Technology Trend 3
  • 3.2.8 DC/DC Technology Trend 4
  • 3.2.9 DC/DC Market Size and Development Trend
  • 3.2.10 DC/DC Market Competition Landscape
  • 3.2.11 Cost Structure of New Energy Vehicle Converter DC/DC
  • 3.2.12 DC-DC Price Trend
  • 3.2.13 DC/DC Suppliers and Supporting Manufacturers (1)
  • 3.2.14 DC/DC Suppliers and Supporting Manufacturers (2)
• 3.3 Power Supply Side: Starting Batteries (Lead Acid & Lithium)
  • 3.3.1 Role of 12V Battery
  • 3.3.2 Market Structure of 12V Automotive Start-Stop Batteries: Global and China
  • 3.3.3 12V Low-voltage Batteries: Lithium-ion vs Lead-acid
  • 3.3.4 12V Low-voltage Battery Development New Series: Sodium Battery
    • 3.3.1.1 Starting Battery: 12V Lithium Battery
      • 3.3.1.1.1 Core Suppliers' 12V Lithium Battery Business and Product Progress
      • 3.3.1.1.2 Key Suppliers and Products of 12V Low-voltage Lithium Battery (1)
      • 3.3.1.1.3 Key Suppliers and Products of 12V Low-voltage Lithium Battery (2)
      • 3.3.1.1.4 OEM Application: Tesla 12V Lithium Battery
      • 3.3.1.1.5 OEM Application: BYD Hybrid 12V Lithium Battery
      • 3.3.1.1.6 12V Lithium Battery Management: ZLG Technology's Intelligent Battery Sensor (IBS) Solution
    • 3.3.1.2 Starting Battery: 48V Lithium Battery
      • 3.3.1.2.1 Development History of Automotive Low-voltage Power Architecture
      • 3.3.1.2.2 Comparison of 48V Low-voltage Power Supply Network Architecture VS 12V Low-voltage Power Supply Network Architecture
      • 3.3.1.2.3 Necessity of 48V Low-voltage Power Supply Network Architecture Development
      • 3.3.1.2.4 Characteristics of 48V Low-voltage Architecture (1)
      • 3.3.1.2.5 Characteristics of 48V Low-voltage Architecture (2)
      • 3.3.1.2.6 Characteristics of 48V Low-voltage Architecture (3)
      • 3.3.1.2.7 Characteristics of 48V Low-voltage Architecture (4)
      • 3.3.1.2.8 Modules to be Adjusted for 12V to 48V Architecture Development
      • 3.3.1.2.9 Main Suppliers and Products of 48 Low-voltage Lithium Batteries
      • 3.3.1.2.10 48V Low-voltage Lithium Battery Product: Tesla Cybertruck Introduces 48V Lithium Battery
      • 3.3.1.2.11 48V Low-voltage Lithium Battery Product: Bosch's Second Generation 48V Lithium Battery Products
      • 3.3.1.2.12 48V Low-voltage Lithium Battery Product: EVE Energy's Third Generation 48V Lithium Battery Products
      • 3.3.1.2.13 Camel Group 12V/24V/48V Lithium Battery Product
      • 3.3.1.2.14 48V Lithium Battery Management: BMS System (1)
      • 3.3.1.2.15 48V Lithium Battery Management: BMS System (2)
      • 3.3.1.2.16 48V Lithium Battery Management: BMS System (3)
      • 3.3.1.2.17 48V Lithium Battery Management: Innoscience - GaN BMS Controller
      • 3.3.1.2.18 48V Lithium Battery Management: Content-per-car Value of 48V Passenger Car BMS
    • 3.3.1.3 Trends in Starting Battery Applications: 12V/48V Redundant Power Supply Networks
      • 3.3.1.3.1 48V/12V Redundant Power Supply Networks
      • 3.3.1.3.2 Bidirectional DC/DC Solutions for 48V/12V Battery System
      • 3.3.1.3.3 Use of 48V as a Third Voltage Rail for Vehicles Besides 12V Power Supply and High-voltage Power Supply
      • 3.3.1.3.4 Dual Power Supply System for High-level Autonomous Driving: Low-voltage Power Supply Network System
      • 3.3.1.3.5 Dual Power Supply System for Advanced Autonomous Driving: Redundancy Design
      • 3.3.1.3.6 Dual Power Supply Redundancy Case (1)
      • 3.3.1.3.7 Dual Power Supply Redundancy Case (2)
      • 3.3.1.3.8 Dual Power Supply Redundancy Case (3)
      • 3.3.1.3.9 Dual Power Supply Redundancy Case (4)
    • 3.3.1.4 Trends in Starting Battery Applications
      • 3.3.1.4.1 Disadvantages of Traditional Physical Batteries
      • 3.3.1.4.2 12V Battery Virtualization: Replacing a 12V Battery with a Virtual Battery
      • 3.3.1.4.3 12V Battery Virtualization: Replacing 12V Batteries with Flyback Switch ICs
      • 3.3.1.4.4 48V Battery Virtualization: Replace 48V Battery with Virtual Battery
• 3.4 Power Supply Side: Power Devices
  • 3.4.1 Trends in Digital Chip and Power Device Applications: MCUs
    • 3.4.1.1 Summary of Major Foreign MCU Chip Vendors and Products for Automotive Power Supply (1)
    • 3.4.1.2 Summary of Major Foreign MCU Chip Vendors and Products for Automotive Power Supply (2)
    • 3.4.1.3 Summary of Major Chinese MCU Chip Vendors and Products for Automotive Power Supply
    • 3.4.1.4 MCU Case for Automotive Power Supply: TI's MSPM0 MCU-based Wake-up Solution for OBC
    • 3.4.1.5 MCU Case for Automotive Power Supply: DCDC Chip PPEC Series Controller
    • 3.4.1.6 MCU Case for Automotive Power Supply: PPEC-based DCDC Framework Diagram
    • 3.4.1.7 MCU Case for Automotive Power Supply: PPEC-based DCDC Parameters
  • 3.4.2 Trends in Digital Chip and Power Device Applications: Isolation Chips
    • 3.4.2.1 Isolation Chips for Automotive Power Supply Applications
    • 3.4.2.2 Isolation Chips for Automotive Power Supply: Isolation Chip Applications for OBC
    • 3.4.2.3 Market Size and Forecasts of Isolation Chips for Automotive Power Supply
    • 3.4.2.4 Trends of Isolation Chips for Automotive Power Supply
  • 3.4.3 Trends in Digital Chip and Power Device Applications: SiC Power Devices
    • 3.4.3.1 Advantages of SiC Devices
    • 3.4.3.2 Application Scope of SiC in New Energy Vehicles
    • 3.4.3.3 SiC Gradually Becomes a Key Device in Automotive Power Supply
    • 3.4.3.4 SiC Can Effectively Save Total Cost of Automotive Power Supply
    • 3.4.3.5 SiC Devices are Beneficial to Saving Vehicle Costs
    • 3.4.3.6 SiC MOSFET Market Structure
  • 3.4.4 Trends in Digital Chip and Power Device Applications: Relays
    • 3.4.4.1 Application of Relays in New Energy Vehicles
    • 3.4.4.2 Relay Structure for New Energy Vehicles
    • 3.4.4.3 Market Size and Forecast of High-voltage Relay in New Energy Vehicles
    • 3.4.4.4 New Energy Vehicle Relay Market Competition Landscape (1)
    • 3.4.4.5 New Energy Vehicle Relay Market Competition Landscape (2)
  • 3.4.5 Trends in Digital Chip and Power Device Applications: PFC
    • 3.4.5.1 PFC Circuit Architecture for Automotive Power Supply
    • 3.4.5.2 PFC Key Circuit Designs
    • 3.4.5.3 SiC-Based Three-Phase PFC Converters Increase OBC Charging Power
• 3.5 Automotive Power Supply System Integration
  • 3.5.1 Automotive Power Supply System Trends
    • 3.5.1.1 Automotive Power Supply Integration Trends (1)
    • 3.5.1.2 Automotive Power Supply Integration Trends (2)
    • 3.5.1.3 Automotive Power Supply Integration Trends (3)
    • 3.5.1.4 Automotive Power Supply Integration Trends (4)
  • 3.5.2 Automotive Power Supply System Trends: Impact of 800V on Automotive Power Supply
    • 3.5.2.1 800V Architecture will Bring Value Increment to Automotive Power Supply
    • 3.5.2.2 800V Model Terminal Sales Forecast (China), 2023-2024E
    • 3.5.2.3 Cost of Automotive Power Supply Rises under 800V Platform
    • 3.5.2.4 800V Platform Vehicle Application Size (Chinese Market)

4 Market and Digital Trends of Automotive Power Supply (Power Distribution Side)

• 4.1 High-voltage Power Distribution System: PDU
  • 4.1.1 New Energy Vehicle PDU Product Overview
  • 4.1.2 Role of PDU in New Energy Vehicles
  • 4.1.3 Structure of New Energy Vehicle PDU
  • 4.1.4 Main Components of New Energy Vehicle PDU (1)
  • 4.1.5 Main Components of New Energy Vehicle PDU (2)
  • 4.1.6 Market Size and Development Trend of PDU
  • 4.1.7 PDU Market Competition Landscape
  • 4.1.8 Cost Structure of New Energy Vehicle PDU
  • 4.1.9 PDU Suppliers and Supporting Manufacturers (1)
  • 4.1.10 PDU Suppliers and Supporting Manufacturers (2)
  • 4.1.11 PDU is related to Vehicle Electrical Layout, Integrated Development is an Important Trend
  • 4.1.12 PDU Technology Route: Integrated Development (1)
  • 4.1.13 PDU Technology Route: Integrated Development (2)
  • 4.1.14 PDU Technology Route: Function Simplification
• 4.2 Low-voltage Power Distribution System: Low-voltage PDU
  • 4.2.1 Intelligent Power Distribution for Vehicle Zoning
  • 4.2.2 Low-voltage Power Distribution Architecture Upgrade: Reducing Wiring Harnesses is One of the Main Objectives
  • 4.2.3 Low-voltage Power Distribution Main Products: Development Process of Fuse Boxes
  • 4.2.4 Low-voltage Power Distribution Main Products: Mainstream Fuse Box Mainstream Products at the Present Stage
  • 4.2.5 Low-voltage Power Distribution towards Intelligent Power Distribution Unit: Efuse Intelligent Power Distribution Products
  • 4.2.6 Low-voltage Power Distribution towards Intelligent Power Distribution Unit: Intelligent MOSFET to Replace Traditional Fuses and Mechanical Relays
  • 4.2.7 Low-voltage Power Distribution towards Intelligent Power Distribution Unit: MOSFET Intelligent Power Distribution Unit Product Features and Advantages
  • 4.2.8 Low-voltage Power Distribution towards Intelligent Power Distribution Unit: MOSFET Intelligent Power Distribution Unit Arrangement Positions
  • 4.2.9 Low-voltage Power Distribution towards Intelligent Power Distribution Unit: MOSFET Intelligent Power Distribution Unit's Three Development Stages
• 4.3 Low-voltage Power Distribution System: ZCU Power Distribution
  • 4.3.1 Zone Controller Power Supply Center
  • 4.3.2 Zone Controller Power Distribution Center
  • 4.3.3 Zone Controller Power Distribution and Intelligent Power Supply Management
  • 4.3.4 Two Semiconductor Device-Based Power Distribution Solutions for Zone Controller
  • 4.3.5 Power Distribution Module in Zone Controller Architecture
  • 4.3.6 Advantages of Using Intelligent Power Distribution Technology for Zone Controller
  • 4.3.7 Cost Analysis of Integrating Zone Controller Functions with Intelligent Power Distribution
  • 4.3.8 Digitalization of Zone Controller Intelligent Power Distribution: e-Fuse
  • 4.3.9 Digitalization of Zone Controller Intelligent Power Distribution: Design of Combined PNC and E-Fuse in Zone Controller
• 4.4 Power Distribution System: E-Fuse Digital Chip
  • 4.4.1 Power Distribution Networks for Centralized EE Architectures
  • 4.4.2 eFuse as a Key Distribution System for Domain Controllers
  • 4.4.3 Single-vehicle Usage of eFuse for Electric Vehicles
  • 4.4.4 Vehicle 48V Upgrade Accelerates eFuse Application
  • 4.4.5 Two Power Distribution Solutions Based on eFuse Semiconductor Devices
  • 4.4.6 Adoption of HSD Chip in Small Current Load Control
  • 4.4.7 Power Distribution Chip Solution of Model 3

5 Market and Digital Trends of Automotive Power Supply (Power Consumption Side)

• 5.1 Power Consumption Side: Intelligent Driving
  • 5.1.1 Power Management for Intelligent Driving Systems is a Design Bottleneck
  • 5.1.2 Power Management for Intelligent Driving Systems: Pure Heterogeneous Chip Architecture and Super Heterogeneous Chip Power Architecture
  • 5.1.3 Power Management for Intelligent Driving Systems: Power Tree Design
  • 5.1.4 Power Management for Intelligent Driving Systems: Power Supply Redundancy Design
  • 5.1.5 Power Management Case for Intelligent Driving Systems
• 5.2 Power Consumption Side: Intelligent Cockpit
  • 5.2.1 Power Design Case for Intelligent Cockpit
  • 5.2.2 Intelligent Cockpit Power Supply System:Functional Block Diagram for Automotive Cigarette Lighter Design
  • 5.2.3 Intelligent Cockpit Power Supply System:Block Diagram of Automotive Head-Up Display USB OBC Design
  • 5.2.4 Intelligent Cockpit Power Supply System:Block Diagram of Automotive Rear Seat USB OBC Design
• 5.3 Power Consumption Side: Vehicle Control
  • 5.3.1 Vehicle Control (Body Control) Power Solutions: Hybrid Solution
  • 5.3.2 Vehicle Control (Body Control) Power Solutions: Discrete Solution
  • 5.3.3 Power Supply Methods for Vehicle Control
  • 5.3.4 Static Power Wake-up Method for Vehicle Control (1)
  • 5.3.5 Static Power Wake-up Method for Vehicle Control (2)
  • 5.3.6 Steps to Determine Vehicle ECUs to be Network Managed
  • 5.3.7 Vehicle Control Case: Air Conditioner Compressor Driver Power Supply Design Solution (1)
  • 5.3.8 Vehicle Control Case: Air Conditioner Compressor Driver Power Supply Design Solution (2)
  • 5.3.9 Vehicle Control Case: Body Domain Power Supply Design
  • 5.3.10 Vehicle Control Case: Vehicle Air Conditioning Compressor Power Supply Design Solution
• 5.4 Power Consumption Side: Chassis and Suspension Systems
  • 5.4.1 Suspension System Classification
  • 5.4.2 48V E-Active Body Control (E-ABC) (1)
  • 5.4.3 48V E-Active Body Control (E-ABC) (2)
  • 5.4.4 Audi's Electromechanical 48V Coupled Active Suspension System
  • 5.4.5 NIO's Intelligent Chassis-by-wire - SkyRide
  • 5.4.6 NIO ET9 SkyRide Full Active Suspension
  • 5.4.7 Lamborghini 48V Active Wheelbarrow System

6 Research on Major Automotive Power Supply Providers

• 6.1 Shenzhen VMAX New Energy Co., Ltd.
  • 6.1.1 Layout and Position in Automotive Power Supply Market
  • 6.1.2 Operation in 2023-2024
  • 6.1.3 Sales, Price and Gross Margin of New Energy Vehicle Power Supply Segments
  • 6.1.4 Price of Automotive Power Supply Products
  • 6.1.5 Automotive Power Supply Chain: Top 5 Customer Structure
  • 6.1.6 Automotive Power Supply Chain: Stabilize Domestic Customers and Expand Overseas Customers
  • 6.1.7 Development History of Automotive Power Supply Technology
  • 6.1.8 OBC DCDC Integrated Product Line
• 6.2 FinDreams Powertrain
  • 6.2.1 Layout and Position in Automotive Power Supply Market
  • 6.2.2 Power 8-in-1 Powertrain Integrated OBC, DCDC, PDU
  • 6.2.3 Power 8-in-1 Electric Powertrain Chip Integration
  • 6.2.4 Power 8-in-1 Electric Powertrain Key Components Self-sufficiency
  • 6.2.5 OBC, DCDC Disassembly in 8-in-1 Electric Powertrain
  • 6.2.6 8-in-1 Powertrain is less expensive and lightweight than stand-alone Systems
  • 6.2.7 8-in-1 Electric Powertrain
  • 6.2.8 Evolution to Intelligent Power Domain
• 6.3 Zhejiang EV-Tech Co., Ltd.
  • 6.3.1 Layout and Position in Automotive Power Supply Market
  • 6.3.2 Operation in 2023-2024
  • 6.3.3 Production and Sales of Automotive Power Supply
  • 6.3.4 Price of Automotive Power Supply Products
  • 6.3.5 Top Five Customers of Automotive Power Supply Account for more than 90% of Revenue
  • 6.3.6 Top Five Material Suppliers of Automotive Power Supply
  • 6.3.7 Automotive Power Supply Product Layout
  • 6.3.8 Main Customers and Supporting Automotive Power Products
  • 6.3.9 Automotive Power Supply Chain
• 6.4 Tesla (Sanmina Corporation)
  • 6.4.1 Automotive Power Technology Development History
  • 6.4.2 Tesla Model 3 OBC
  • 6.4.3 Tesla Model S OBC
• 6.5 Shinry Technologies
  • 6.5.1 Layout and Position in Automotive Power Supply Market
  • 6.5.2 Revenue of Automotive Power Supply Products
  • 6.5.3 Price Trend of Automotive Power Supply Products
  • 6.5.4 Automotive Power Supply Product Capacity: Capacity, Production and Sales
• 6.6 Tiecheng Information Technology Co., Ltd.
  • 6.6.1 Layout and Position in Automotive Power Supply Market
  • 6.6.2 Main Technology Development History
  • 6.6.3 OBC Product Evolution
  • 6.6.4 DCDC Product Evolution
  • 6.6.5 Revenue and Shipments of Automotive Power Supply
• 6.7 Zhuhai Enpower Electric Co., Ltd.
  • 6.7.1 Layout and Position in Automotive Power Supply Market
  • 6.7.2 Operation in 2023-2024
  • 6.7.3 Main Technology Development History
  • 6.7.4 Customer Supportings of Automotive Power Supply Products
  • 6.7.5 Key Customers
• 6.8 KOSTAL
  • 6.8.1 Layout and Position in Automotive Power Supply Market
  • 6.8.2 Main Technology Development History
  • 6.8.3 OBC Uses Infineon's new Generation of SiC Chips
  • 6.8.4 OBC Application: Volkswagen ID.3
  • 6.8.5 OBC Application Framework
• 6.9 Shanghai Huawei Digital Energy Technology Co., Ltd.
  • 6.9.1 Layout and Position in Automotive Power Supply Market
  • 6.9.2 7KW Two-in-One OBC System
  • 6.9.3 11KW Three-in-One OBC System (High-voltage version)
  • 6.9.4 7KW Three-in-One OBC System
• 6.10 UAES
  • 6.10.1 Development History of Main Technologies of Automotive Power Supply
  • 6.10.3 Power Supply Side: a New Generation of On-board Charging and Distribution Unit
  • 6.10.4 Power Supply Side: HVDC Converter Platform CON3U
  • 6.10.5 Power Distribution Side: Efuse Intelligent Power Distribution Solution
  • 6.10.6 Power Distribution Side: ZECU Power Supply Design
  • 6.10.7 Power Distribution Side: ZECU Intelligent Power Distribution Application
• 6.11 Chongqing Meida (DEREN Electronics)
  • 6.11.1 Layout and Position in Automotive Power Supply Market
  • 6.11.2 layout in the Field of Automotive Power Supply
  • 6.11.3 Automotive Power Supply Chain: Main Customers
• 6.12 Silicon Content Technology
  • 6.12.1 High Voltage DC-DC Product Line Iterative Upgrade
  • 6.12.2 OBC, DC/DC-Power Domain Architecture
  • 6.12.3 Main customers
• 6.13 Forvia Hella
  • 6.13.1 Main Technology Development History of Automotive Power Supply
  • 6.13.2 Integrated eFuse Intelligent Power Distribution Module
  • 6.13.3 Intelligent Power Distribution Module Integrated with eFuse: New Equipment and New Modules can be Identified
  • 6.13.4 High Voltage DCDC Converter: Converts High Voltage to 12V
  • 6.13.5 12V Battery Management System: Working with Battery Manufacturers
  • 6.13.6 48V Battery Management System: First Mass Production Delivery
  • 6.13.7 Dual Voltage Management System
• 6.14 Other suppliers
  • 6.14.1 Automotive Power Supply Product Layout of Jiangsu Soarwhale New Energy Technology Co., Ltd.
  • 6.14.2 Electronic Battery Management Solutions of Koher Electronic Components
  • 6.14.3 Intelligent Power Distribution Box Solution of Aptiv
  • 6.14.4 OBC Layout of Valeo
  • 6.14.5 Four-zone based Architecture Power Distribution Solution of G-Pulse

7 Main Suppliers of Automotive Low Voltage Lithium Batteries

• 7.1 Camel Group Co., Ltd.
  • 7.1.1 Operation in 2023-2024
  • 7.1.2 Main Technology Development History
• 7.2 Zhuhai CosMX Battery
  • 7.2.1 Operation in 2023-2024
  • 7.2.2 Three Cell systems can Assemble Different PACKs
  • 7.2.3 Technology Development History of Automotive Power Supply (1)
  • 7.2.4 Technology Development History of Automotive Power Supply (2)
  • 7.2.5 12V, 48V Dual Voltage Integrated System: MODACS
  • 7.2.6 12V Lithium Battery: Obtained orders from multiple domestic and foreign OEMs
  • 7.2.7 48V Power Supply Application: Tesla Cybertruck
• 7.3 China State Shipbuilding Corporation Fengfan Co., Ltd.
  • 7.3.1 Main Technology Development History of Automotive Power Supply
  • 7.3.2 12V Lithium Battery: Obtained an order from Chinese Express
  • 7.3.3 Start-Stop Battery Supplies Audi
• 7.4 EVE Energy Co., Ltd.
  • 7.4.1 Main Technology Development History of Automotive Power Supply
  • 7.4.2 12V Lithium Battery: Product Advantages
  • 7.4.3 48V Lithium Battery: the third generation 48V Lithium Battery Products
• 7.5 Wanxiang A123
  • 7.5.1 Main Technology Development History of Automotive Power Supply
  • 7.5.2 Lithium Battery Material Layout: Super Nano Lithium Iron Phosphate
  • 7.5.3 12V Lithium Battery
  • 7.5.4 48V Battery
  • 7.5.5 48V Battery Product List
  • 7.5.7 Development of 48V Battery Products
• 7.6 Jingwei HiRain
  • 7.6.1 Battery Management System Product Line
  • 7.6.2 48V Lithium Battery Management System
  • 7.6.3 12V Lithium Battery Management System
  • 7.6.4 ZCU Power Distribution Solution
• 7.7 Findreams Battery
  • 7.7.1 Development History of 12V Battery
  • 7.7.2 12V Battery Products
• 7.8 CATL
  • 7.8.1 12V Lithium Battery Advantages
• 7.9 Clarios
  • 7.9.1 Operations in FY2023 (1)
  • 7.9.2 Operations in FY2023 (2)
  • 7.9.3 Development History of Main Automotive Power Supply Technologies
  • 7.9.4 12V Sodium Ion Battery: Joint Layout with Altris
• 7.10 GS Yuasa International Ltd.
  • 7.10.1 Operations in FY2023 (1)
  • 7.10.2 Operations in FY2023 (2)
  • 7.10.3 EFB Series Battery
• 7.11 Bosch
  • 7.11.1 48V SteeringSystem Solution
  • 7.11.2 Second generation 48V Lithium Battery products
  • 7.11.3 48V DC/DC Converter

8 Research on Major Suppliers of Automotive Power Chips

• 8.1 ST
  • 8.1.1 Power Supply System: STDES-7KW OBC
  • 8.1.2 Power Supply System: STDES-BCBIDIR Bidirectional OBC (1)
  • 8.1.3 Power Supply System: STDES-BCBIDIR Bidirectional OBC (2)
  • 8.1.4 Power Supply System: OBC Framework Based on Self-developed MCU
• 8.2 ON Semiconductor
  • 8.2.1 Power Supply System: 6.6 kW OBC
  • 8.2.2 Power Supply System: 6.6 kW CLLC Reference Design SEC-6K6W-CLLC-GEVK
  • 8.2.3 Power Supply System: 6.6 kW CLLC Chooses Optimal Topology for High Voltage Auxiliary Power Supply
  • 8.2.4 Power Distribution Side: New NIV3071 eFuse (8V-60V)
  • 8.2.5 Power Distribution Side: New NIV3071 eFuse Responds to Short-Circuit Events
  • 8.2.6 Power Distribution Side: NCV91300 Buck Converter
  • 8.2.7 High Voltage Auxiliary Systems
  • 8.2.8 Auxiliary Power Supply