In just 4 months from 2019, more than four auto parts Tier1 companies have announced their entry into the field of power battery packs.
This week, US powertrain supplier BorgWarner announced a joint venture with Romeo Power Technology, which has a Tesla technology background, to get involved in power battery modules and packs. In addition, some media also reported that BorgWarner also intends to invest in the company with a 20% stake.
In the field of electric vehicles, BorgWarner previously focused on electric drive modules, supplying both the core components of electric drives and highly integrated electric drive systems. Key products include the eGearDrive® electronic drive axle and the eDM and iDM electric drive modules.
The cooperation with Romeo Power has extended its business to the power battery pack. According to Joel Wiegert, president and general manager of BorgWarner Systems, the joint venture will not only expand BorgWarner's rich drive portfolio. It also bridges the gap between battery manufacturers and hybrid and electric vehicle customers. In fact, the company chosen by BorgWarner is a big deal. Its founder and CEO is the continuous entrepreneur Michael Patterson, and the engineering team is led by Harris. He is known as the world. The chief designer of the battery pack, such as Space X's Falcon 9 rocket battery, cargo dragon spacecraft battery and crew dragon spacecraft battery are all designed by him.
Harris said it applied technologies developed for space and aerospace applications and improved them to create products that could open up new horizons for electric vehicles and stationary energy storage. Choosing a pack company with a technical background and joining hands with a joint venture is enough to see BorgWarner's urgency and ambition in this field. In fact, the BorgWarner family, which is full of urgent layout ambitions in the field of power battery packs, just a month ago on April 10, the world's largest car sunroof manufacturer, Webasto, just got 100 million euros (equivalent to 757 million) Renminbi) completed an acquisition in South Korea, and the acquisition is also pointing to the power battery pack field.
High-tech lithium battery was informed that Webasto acquired the shares of its joint venture in the South Korea, Webato Donghee, and some insiders speculated that through this transaction, Webasto is expanding its core business in Asia, and It will be closer to its core customer in Asia, Hyundai Kia, and hopes to provide its entire battery system, thermal management system and charging solution. If you trace the Webasto's arrangement timeline, you will find that the above speculation is not groundless.
In March 2018, Webasto and Samsung SDI signed a letter of intent for cooperation at the headquarters in Munich, and plans to cooperate in the field of high-voltage power battery manufacturing for commercial vehicles. According to the agreement, Samsung SDI is responsible for the development and supply of battery modules, and Webasto is responsible for the powertrain.
On April 3, 2018, Webasto held a groundbreaking ceremony for the new factory in Jiaxing, Zhejiang, and a signing ceremony for the new energy power battery system R&D center. The project plans to build an annual production capacity of 1.5 million sets of vehicle sunroofs and 60,000 sets of power battery packs. It is expected to be completed and put into production in 2019.
In November 2018, Webasto signed a strategic cooperation agreement with Wanxiang 133, and plans to cooperate in the research and development of commercial vehicle power batteries. Wanxiang One Two Three will supply the latest generation of battery modules to Webasto's platform-based commercial vehicle power battery system. Webasto will provide reliable power battery systems with experience in structural design, system integration and thermal management. s solution. In this way, it is enough to see that Webasto is equally ambitious in the field of power battery pack.
If you turn your eyes to China, you will also find that this trend of Tier1 companies entering the pack field is also taking place. Recently, the Neusoft Group, a joint venture between Neusoft Group and the global automotive information equipment brand Alpine, is also adding big investment in the pack field.
Last year, it won the order of power battery pack of Dongfeng Honda and Guangqi Honda for nearly 2 billion yuan. At this year's Shanghai Auto Show, Neusoft Ruichi signed a strategic agreement with Honeycomb Energy, a power battery company owned by Great Wall Holdings. The two parties will launch Strategic cooperation in the fields of pack, battery, BMS, big data analysis services, and basic software platform (NeuSAR).
Under the “high pressure” of the survival of third-party pack companies, why international and domestic traditional parts and components companies will increase their investment and layout in this field is indeed worth considering.
At present, at present, there are four main types of power battery system business in China. The first one is a power battery enterprise, represented by Ningde Times, Guoxuan Hi-Tech, Yiwei Lithium Energy, etc. BYD, Chery, etc., the third is a third-party pack enterprise, represented by Hualuo Power, and the fourth is a form of joint venture between a vehicle manufacturer and a battery company or a third-party Pack enterprise, with the Ningde era and Representatives such as SAIC, Tesla and Panasonic.
The entry of the international Tier1 enterprise has brought about new changes in the existing power battery pack pattern. Such enterprises have accumulated and matched in the field of traditional auto parts for many years. Through cooperation with battery companies, they are becoming the market “Catfish”.
For companies such as BorgWarner, Webasto, and Neusoft Ricky, they are involved in the pack field. The industry believes that it has uniqueness and value, and it has long served the car companies, for car manufacturing, supply chain, quality. The requirements of the system and project management are very familiar and familiar. The quality requirements and process control of the car-level products are also very clear. In this sense, these tier1 companies will have more advantages than battery companies, so they can serve as an intermediate bridge to help battery companies meet the requirements of car companies through our long-established management and management capabilities.
For car companies, these companies can introduce a variety of batteries and provide them with a standardization and diversification through the screening of batteries, based on standardized design and platform products. It also has a cost-effective product, and at the same time brings better service.
In the future, these companies can also provide standardized and competitive components through the integration of common technologies, partial integration, structural component integration, power system integration, and chassis integration design, and through integration with traditional services. And collaborate to establish their own differentiated market competitiveness.
This means that existing third-party Pack companies will face more severe challenges.