The sales penetration rate of 800V

[aminaas1576]

The relevant standards increase the DC charging interface current from the original 125A to the upper limit of 250A to meet the increase in charging power caused by the increase of battery capacity. Subsequently, automobile companies basically achieved fast charging based on 250A current by improving the vehicle voltage platform. The voltage platform has gradually evolved from 350V to 450V and 750V, achieving a charging speed of 1-2C. With the gradual and deep application of high-power silicon carbide devices, the voltage platform of around 950V has gradually become relevant for automobile companies and will become an important trend in the next 3-5 years. The 950V/500A high-voltage fast charging pole can achieve 480kW charging power, providing fast charging in about 5 minutes, truly realizing "charging as fast as refueling".



3. models in China is expected to reach 50% by the end of 2026
Due to the upper limit of the breakdown voltage of IGBT750V and cost issues, the current charging speed of mainstream models is <2C. Major automobile companies have deployed high-voltage fast denmark number data charging models for differentiated competition. In 2019, Porsche launched the world's first 800V Taycan. In 2020, BYD adopted the 800V architecture. Tesla also announced in April 2022 that it would develop an 800V high-voltage electric architecture in the future. In the short term, high-end models will achieve differentiated competition at 800V, and in the long term, the 800V architecture of mid-range and low-end models will also be upgraded. According to the plan, mass production will start in 2022, and high-end models that meet 3C and above high-voltage fast charging will be intensively launched in 2023. In 2025, the mainstream models will support high-voltage fast charging.

4. Construction of supercharger poles urgently needs to be accelerated
If you want to achieve the "charging like a gas station" experience, taking a 75 kWh battery pack as an example, the charging time is reduced from 1 hour to less than 5 minutes, and the charging power of a single gun needs to be increased from 60 kW to more than 450 kW. At present, there are very few existing charging stations that can meet supercharging. In terms of voltage, only 24% of high-voltage charging stations that meet ≥950V, and only 5% of charging stations with a power greater than 150 kW.