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This year, the electric vehicle market is driven by the continuous launch of new vehicles. Global sales are estimated to increase by 60% annually. Huge business opportunities have also mobilized Taiwanese factories such as Pegatron, Shanghai Bank and Dongtai, which have expressed their stance to attack related supply chains. Hon Hai Group Establishing a platform also showed strong ambition.
Competition in the electric vehicle market this year is fierce. The legal entity estimates that global sales of electric vehicles this year will be about 4.58 million, representing an annual growth rate of more than 50% compared to about 2.86 million vehicles last year.
Among them, electric vehicle sales in China this year may reach 2.09 million, an increase of more than 70% from 1.21 million last year. The world includes Tesla, Audi, Daimler AG, BMW, Ford), Toyota, Nissan. , Volkswagen, Chinese independent brand car manufacturers, etc., will successively announce new models of electric vehicles.
Flowserve estimates that in 2023 accumulated investment in the electric vehicle business will reach 30 billion euros, and it is estimated that in 2025 the penetration rate of electric vehicles will reach 20%. General Motors will invest $ 20 billion in electric vehicles and autonomous driving technology over the next five years, and will launch a total of 30 electric vehicles by 2025. BMW expects to launch 25 electric vehicles and hybrid vehicles by 2025, 13 of which are pure electric vehicles.
Nissan estimates that a total of 20 electric vehicles will be launched by 2022, with annual sales of 1 million units. Ford plans to sell 54% of electric vehicles in Europe by 2022, and 70% of its sales in China by 2025 to electric vehicles. Ford plans to launch 40 electric vehicles by 2022.
The growth trend of electric vehicles can be expected. Taiwan’s electronic technology manufacturers are actively involved in the application of electric vehicles. Among them, Hon Hai Group has shown deep ambition.
Hon Hai Chairman Liu Yangwei rushed to attack the electric vehicle platform after taking office. In mid-October last year, Hon Hai Group announced the establishment of Honghua Advanced in cooperation with Yulon Group, and announced the MIH electric vehicle hardware and software open platform. As of mid-January this year, more than 400 manufacturers from around the world have participated in MIH. Liu Yangwei expects the electric vehicle industry to be very prosperous in the first half of this year.
Hon Hai Group is actively developing China’s electric vehicle market. Su Foxconn recently announced the establishment of a joint venture with China’s Zhejiang Geely Holding Group to provide services including complete vehicles, spare parts, intelligent control systems, automotive ecosystems, and the entire industrial electricity chain. vehicles.
Foxconn is also cooperating with China Byton Motors on electric vehicles to accelerate the mass production of Byton’s first M-Byte. Foxconn will send hundreds of engineers to the Byton plant in Nanjing to build an electric vehicle industry group in Nanjing. Byton’s goal is to advance the mass production program through the end of this year.
Additionally, Foxconn subsidiaries established Futeng New Energy Automotive Technology Co., Ltd. in Nanjing, China, to develop and manufacture auto parts. According to Chinese media reports, Foxconn will send hundreds of engineers to the Byton plant in Nanjing, with a long-term plan to build an electric vehicle industry group in Nanjing.
Electric vehicles cover four main subsystems: battery, power, automotive electronics and bodywork. Many auto parts and precision machinery factories have also become new forces to enter the field of electric vehicles.
For example, car lamp maker Dibao announced that it would join the MIH alliance at the end of December last year. Dibao is optimistic about the future development trend of electric vehicles. Annual research and development funds for automotive lamps represent approximately 5% of total revenue.
Leading motor manufacturer TECO and Walsin Lihwa share a strategic exchange alliance, and the cooperation project expands to electric vehicle charging batteries. TECO noted that in the future, charging cells derived from electric vehicles will also require the collaborative design of power storage systems and cables. Furthermore, the TECO India plant is expected to start mass production in the second quarter of this year, mainly producing power modules for electric vehicles.
Shihlin Motor, a major electromechanical manufacturer, continues to develop business opportunities in the electric vehicle market in Vietnam, and Hwacheng Motor, a major electrical equipment manufacturer, is implementing charging services. It plans to build 20 fast charging devices and 240 urban charging devices throughout Taiwan by the end of this year.
Shanghai Yin, a major manufacturer of transmission components, is also actively developing dedicated smart ball screws for brakes and steering systems for electric vehicles, mainly for Tier 2 supply chain functions. Initially, there are 500,000 sets of orders. The legal entity expects a small amount in the second half of this year. Trial production, formal mass production in 2022.
Machine tool maker Dongtai Group has entered electric vehicle battery case design in two European subsidiaries and the electric vehicle machine tool program is expected to be on display in March this year.
Imler Automotive develops heat dissipation modules and components for inverters in electric vehicles. Auto parts maker Yingli-KY is optimistic about strong demand for components for electric vehicles The legal entity estimates that the performance of electric vehicles will account for more than 12% this year, tripling last year. Yuanchuang Precision Auto, a vehicle parts manufacturer, has also been deployed in the electric vehicle field and won an order for the development of China’s Tiantian electric vehicle parts. Delta, Zhending-KY, Jingpeng and Hulian continue to enter the electric vehicle supply chain.
In the supply chain of electric vehicle maker Tesla, Taiwanese factories are ready. Among them, Heda continues to benefit from the strength of the reduction gears. The legal entity expects that the annual growth rate of Tesla’s performance this year is estimated to exceed 35%, which represents more than 40% of Heda’s overall performance.
Also, Pegatron is reported to have entered Tesla’s charging piles. Pegatron is optimistic about the progress of the electric vehicle business. The performance of electric vehicles is expected to have a chance of doubling this year. The company plans to cooperate with Tesla to establish a factory in Texas, USA.
Light metal materials manufactured by the Hon Hai Group have entered Tesla’s supply chain. Hon Hai has previously entered the Tesla supply chain and invested in Innolux to provide Tesla vehicle display panels. Founder Guo Taiming also revealed that the group supplies hundreds of spare parts. parts to Tesla.
Additionally, BizLink-KY supplies power management harnesses and Tesla charging devices. Zhishenke, an automotive power and safety parts factory, entered the Tesla supply chain by acquiring 100% equity in Xushen International. Precision Stamping Factory and Qin Precision Machinery supplied relay bases for Tesla electric vehicles. Auto parts maker Jiang Shen continued to supply Tesla Model 3-related parts at the North American plant through a transfer investment company. (Reporter: Zhong Rongfeng)
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