800V高電圧プラットフォーム：2023年

新エネルギー車とバッテリー技術がブームになるなか、充電とバッテリー交換が新エネルギー車の発展にとって弱点となっており、新エネルギー車向けの800V高電圧充電が注目されています。2022年は、中国における800V高電圧プラットフォーム開発元年であり、特に2023年から2024年にかけては、800V高電圧プラットフォームのモデルが大量に発売される予定です。

当レポートでは、800V高電圧プラットフォームの動向を調査し、800V高電圧プラットフォームの概要、関連基準・規格、自動車コンポーネントへの応用と影響因子、主要OEMおよびティア1サプライヤーのソリューションなどをまとめています。

目次

第1章 800V高電圧プラットフォーム市場

• 800V高電圧プラットフォームの概要
• 800V高電圧に関するポリシー・基準
• 800V高電圧の市場規模・パターン

第2章 800V高電圧の自動車への応用

• 800V高電圧が自動車コンポーネントに与える影響
• 800V高電圧プラットフォームのコンポーネントへの影響
• 800V高電圧がバッテリーに与える影響
• 800V高電圧が電動ドライブに与える影響
• 800V高電圧がモーターに与える影響
• 熱管理のための800V高電圧の要件
• 800V高電圧プラットフォーム絶縁チップ
• 800V高電圧フィルムコンデンサー
• 800V高電圧コネクターおよびヒューズ

第3章 800V高電圧の充電パイルへの応用

• 充電パイルコンポーネントへの800V高電圧の影響
• 800V高電圧プラットフォームの開発フェーズ
• 800V高電圧充電パイル

第4章 800V高電圧プラットフォームSiCの応用動向

• SiC製品のメリット
• 自動車への応用
• 充電パイルへの応用
• SiC産業の規模・競合情勢
• SiCパワーデバイスのレイアウト
• SiC基板のレイアウト
• その他の半導体材料
• 窒化ガリウム（GaN）
• 酸化ガリウム（Ga2O3）
• 酸窒化ガリウム（GaON）

第5章 OEMの800V高電圧プラットフォームソリューション

• OEMの800V高電圧技術レイアウト
• Porsche
• Jaguar Land Rover
• Hyundai Kia
• Volkswagen Audi
• Mercedes-Benz
• BYD
• Xpeng Motors
• Tesla
• GAC Aion
• Geely
• Great Wall Motor
• Dongfeng Voyah
• BAIC ARCFOX
• Leapmotor
• Li Auto
• その他

第6章 ティア1サプライヤーの800V高電圧プラットフォームソリューション

• ティア1サプライヤーの800V高電圧技術のレイアウト
• Huawei
• Farasis Energy
• Vitesco Technologies
• ZF
• Joyson Electronic
• Shinry Technologies
• VMAX
• BorgWarner
• Valeo
• Schaeffler
• その他

How to realize the commercialization of 800V will play a crucial part in the strategy of OEMs.

As new energy vehicles and battery technology boom, charging and battery swapping in the new energy vehicle industry chain have become weak links for the development of new energy vehicles. Inconvenient charging and short cruising range have become sore points that plague every consumer buying electric vehicles. In this context, 800V high-voltage charging for new energy vehicles has been a spotlight. 2022 is the first year for the development of 800V high-voltage platforms in China. In particular, a large number of 800V high-voltage platform models will go on sale during 2023-2024.

In current stage, 800V platforms are still facing a situation of loud thunder but small raindrops. ResearchInChina's statistics about the insurance data show that insured vehicles with 800V platforms in China were still less than 10,000 units in 2022. The low cost performance and poor ultra-fast charging experience offered by 800V models are the major flaws criticized by consumers. The industry boom still requires the lower cost of upstream materials and systems, and the gradual deployment of downstream 480kW/500kW ultra-fast charging piles to cover key use scenarios, so that 800V models can be pulled into the market explosion node which is expected to come around 2024 according to the plans of large automakers.

Deployment of 800V ultra-fast charging:

• Xpeng: for the top ten cities by orders for G9, concentrate on building S4 ultrafast charging stations. In 2023, S4 stations will be used to provide energy replenishment in key cities and along key highways; it is estimated that in 2025, in addition to the current self-operated 1,000 charging stations, Xpeng will build another 2,000 ultrafast charging stations.

• GAC: in 2021, GAC introduced a fast charging pile with maximum charging power up to 480kW. It is predicted that in 2025, 2,000 supercharging stations will be built in 300 cities across China.

• NIO: in December 2022, NIO officially released a 500kW ultrafast charging pile with maximum current of 660A supporting high-power charging. The fastest charging time for 400V models is only 20 minutes; for 800V models, the fastest charge from 10% to 80% takes 12 minutes.

• Li Auto: in 2023 Li Auto has started the construction of 800V high-voltage supercharging piles in Guangdong, and its goal is to build 3,000 supercharging stations in 2025.

• Huawei: in March 2023, the 600kW supercharging pile exclusively for AITO came out in Huawei Base in Bantian Street, Shenzhen. This charging pile, named FusionCharge DC Supercharging Terminal, adopts single-pile single-gun design. The manufacturer is Huawei Digital Power Technologies Co., Ltd. Its external dimensions are 295mm (L) x 340mm (W) x 1700mm (H), and the product model is DT600L1-CNA1. The charging pile features output voltage range of 200-1000V, maximum output current of 600A, maximum output power of 600kW, and liquid cooling.

Due to the high construction cost of 480kW ultrafast charging piles, generally speaking, an ultrafast charging station is equipped with just 1 or 2 480kW supercharging piles and several 240kW fast charging piles, and supports dynamic power distribution. Overall, according to the plans of automakers, it is conceivable that in late 2027, the ownership of 800V high-voltage platform models will reach 3 million units; the ownership of 800V supercharging stations will number 15,000-20,000; the ownership of 480/500kW supercharging piles will outnumber 30,000.

As well as charging piles, in the evolution of architecture from 400V to 800V, the implementation of vehicle engineering also remains very complicated. It needs simultaneous introduction of the entire system covering from semiconductor devices and battery modules to electric vehicles, charging piles, and charging networks, and poses higher requirements for reliability, size and electrical performance of connectors. It also requires technology improvements in mechanical, electrical and environmental performance.

Tier 1 suppliers race to unveil their 800V component products. Most of the new products will become available during 2023-2024.

• Leadrive Technology: in 2022, the first SiC-based "three-in-one" electric drive system jointly developed by Leadrive Technology and SAIC Volkswagen went into trial production and made a debut at the Volkswagen IVET Innovation Technology Forum. Tested by SAIC Volkswagen, this "three-in-one" system equipped with Leadrive Technology's silicon carbide (SiC) ECU can increase the cruising range of the ID. 4X model by at least 4.5%. Additionally, Leadrive Technology and Schaeffler will co-develop electric drive assembly products including 800V SiC electric axle.

• Vitesco Technologies: the highly integrated electric drive system product EMR4 is projected to be mass-produced in China and supplied to global customers in 2023. EMR4 will be spawned at Vitesco Technologies' factory in Tianjin Economic-Technological Development Area and delivered to automakers inside and outside China.

• BorgWarner: the new 800V SiC inverter adopts Viper's patented power module technology. The application of SiC power modules to 800V voltage platforms reduces the use of semiconductors and SiC materials. This product will be mass-produced and installed on vehicles between 2023 and 2024.

800V is still in the ascendant, but the battle for silicon carbide (SiC) production capacity has begun.

In new 800V architecture, the key to electric drive technology is the use of third-generation SiC/GaN semiconductor devices. While bringing technical benefits to new energy vehicles, technology iterations also pose many challenges to automotive semiconductors and the entire supply chain. In the future, 800V high-voltage systems with the third-generation SiC/GaN semiconductors as the core will usher in a period of large-scale development in the fields of automotive electric drive system, electronic control system, on-board charger (OBC), DC-DC, and off-board charging pile.

In particular, silicon carbide (SiC) is at the core of the high-voltage platform strategy of OEMs. Although 800V is still growing at present, the war for SiC production capacity has actually started. OEMs and Tier 1 suppliers compete to form strategic partnerships with suppliers of SiC chips and modules or set up joint ventures with them for production of SiC modules so as to lock in SiC chip capacity.

On the other hand, the campaign for SiC cost reduction has also been launched. At present, SiC power devices are extremely expensive. In Tesla's case, the value of SiC-based MOSFET per vehicle is about USD1,300; at the just-concluded annual investor day, Tesla announced the progress in development of its second-generation power chip platform, mentioning reduction of 75% silicon carbide devices (SiC usage), which attracted market attention.

Tesla's confidence lies in the fact that the automaker has independently developed TPAK SiC MOSFET module and takes a deep part in the chip definition and design. Each bare die in the TPAK can be purchased from different chip vendors to establish a multi-supplier system (ST, ON Semiconductor, etc.). TPAK also allows for application of cross-material platforms, for example, mixed use of IGBT/SiC MOSFET/GaN HEMT.

(1) China has built a SiC industry chain, but with the technology level slightly lower than the international.

SiC is a compound semiconductor material composed of silicon and carbon elements. Power devices based on SiC monocrystal materials offer the benefits of high frequency, high efficiency, and small volume (70% or 80% smaller than IGBT power devices), and have been seen in Tesla Model 3.

From the perspective of value chain, substrate makes up more than 45% of the cost of silicon carbide (SiC) devices, and its quality also directly affects the performance of epitaxy and the final product. Substrate and epitaxy take a nearly 70% share of the value, so cutting their cost will be the main development direction of the SiC industry. SiC required by 800V high voltage for new energy vehicles is mainly conductive substrate silicon carbide crystal. The current major manufacturers include Wolfspeed (Cree), II-VI, TankeBlue Semiconductor and SICC.

In terms of global SiC technology development, the SiC device market is monopolized by giant vendors like STMicroelectronics, Infineon, Cree and ROHM. Chinese vendors already have large-scale production capacity, and are on par with the international development level. Their capacity planning and production time are almost the same with their foreign peers.

From the development level of SiC substrates, it can be seen that 6-inch substrate currently prevails in the SiC market, and 8-inch SiC substrate is the development priority globally. At present, only Wolfspeed in the world has achieved mass production of 8-inch SiC. Chinese company SEMISiC produced 8-inch N-type SiC polished wafers on small scale in January 2022. Most international companies plan production of 8-inch SiC substrates around 2023.

(2) Gallium nitride (GaN) is still at the early stage of application in automotive, and the layout pace of related manufacturers quickens.

Gallium nitride (GaN) is largely used in consumer electronics fields such as tablet PC, TWS earbuds and notebook computer fast charging (PD). Yet as new energy vehicles thrive, electric vehicles become a potential application market for GaN. In electric vehicles, GaN field effect transistors (FETs) are very applicable to AC-DC OBC, high-voltage (HV) to low-voltage (LV) DC-DC converters, and low-voltage DC-DC converters.

In the field of electric vehicles, gallium nitride (GaN) and silicon carbide (SiC) technologies complement each other and cover different voltage ranges. GaN devices are suitable for tens of volts to hundreds of volts, and in medium and low voltage applications (less than 1200V), their switching loss is 3 times less than SiC in 650V application. SiC is more applicable to high voltage (several thousand volts). Currently the application of SiC devices in a 650V environment is mostly to enable 1200V or higher voltage in electric vehicles.

China still has a big gap with foreign counterparts in development of gallium oxide (Ga2O3), and has yet to achieve mass production.

By virtue of large band gap, high breakdown field strength and strong radiation resistance, gallium oxide (Ga2O3) is expected to dominate in the field of semiconductor power electronics in the future. Compared with common wide-bandgap SiC/GaN semiconductors, Ga2O3 boasts a higher Baliga quality factor and lower expected growth cost, and has more potential in application to high-voltage, high-power, high-efficiency, and small-size electronic devices.

In policy's term, China also pays ever more attention to Ga2O3. As early as 2018 China has set about exploring and studying ultra-wide bandgap semiconductor materials including Ga2O3, diamond and boron nitride. In 2022, the Ministry of Science and Technology of China brought Ga2O3 into the National Key R&D Program during the "14th Five-Year Plan" Period.

On August 12, 2022, the Bureau of Industry and Security (BIS) under the U.S. Department of Commerce issued an interim final rule that establishes new export controls on four technologies that meet the criteria for emerging and foundational technologies, including: GAA technology, EDA software, PGC technology, and the two substrates of ultra-wide bandgap semiconductors, Gallium Oxide (Ga2O3) and diamond. The two export controls came into effect on August 15. Ga2O3 has drawn more attention from the global scientific research and industrial circles.

Although gallium oxide (Ga2O3) is still at the initial stage of R&D, China has made several breakthroughs within 15 months from 2022. Its gallium oxide preparation technologies from 2 inches to 6 inches in 2022, and then to the latest 8 inches are maturing. Chinese Ga2O3 material research units include: China Electronics Technology Group Corporation No.46 Research Institute (CETC46), Evolusia Semiconductor, Shanghai Institute of Optics and Fine Mechanics (SIOM), Gallium Family Technology, Beijing MIG Semiconductor, and Fujia Gallium Industry; listed companies like Xinhu Zhongbao, Sinopack Electronic Technology, Jiangsu Nata Opto-Electronic Material and San'an Optoelectronics; and dozens of colleges and universities.

Table of Contents

1 800V High Voltage Platform Market

• 1.1 Overview of 800V High Voltage Platform
  • 1.1.1 Development Background of High Voltage Fast Charging Technology
  • 1.1.2 Architecture Scheme of 800V High Voltage Fast Charging System
  • 1.1.3 Classification of Operation Modes of 800V High Voltage Fast Charging System
  • 1.1.4 Ways to Transition from 400V to 800V
  • 1.1.5 Performance Comparison between Transitional Schemes from 400V to 800V
  • 1.1.6 800V High Voltage Fast Charging Architecture - Vehicle Structure
  • 1.1.7 800V High Voltage Fast Charging Architecture - Main Upgraded Vehicle Components
  • 1.1.8 800V High Voltage Fast Charging Architecture - Pile
  • 1.1.9 Development Advantages of 800V High Voltage Platform
  • 1.1.10 800V High Voltage Platform - Technical Challenges at Vehicle/Pile End
  • 1.1.11 Overall Requirements for Development of 800V High Voltage Platform
• 1.2 Policies/Standards Concerning 800V High Voltage
  • 1.2.1 Policy Support for 800V High Voltage/High Power Charging
  • 1.2.2 Formulation of Electric Vehicle High Voltage Platform Standards
  • 1.2.3 The Construction of the High Power Charging Standard System Lags behind the Development of the Industry
  • 1.2.4 Main Global Electric Vehicle Charging Interface Standards
  • 1.2.5 Importance of Unifying Charging Interface Standards
  • 1.2.6 High Power Charging Standards Gradually Unify
  • 1.2.7 China ChaoJi Charging Technical Standard Improvement
  • 1.2.8 China Chaoji Charging Technical Standard Development Plan
  • 1.2.9 China Chaoji Charging Compatibility Design
  • 1.2.10 Geopolitical Crisis Affects the Development of 800V High Voltage
• 1.3 800V High Voltage Market Size and Pattern
  • 1.3.1 Penetration of 800V High Voltage Platform
  • 1.3.2 Changes in Cost of 800V Platform System Components
  • 1.3.3 Application Market Space of 800V Platforms in Vehicles in China
  • 1.3.4 800V Vehicle Model Sales Structure in China
  • 1.3.5 Market Demand for 800V High Voltage Charging Piles in China
  • 1.3.6 Competitive Landscape of China's 800V High Voltage Charging Pile Market
  • 1.3.7 OEMs and Suppliers Race to Deploy 800V Platforms
  • 1.3.8 Layout of Chinese Suppliers in 800V Platform Industry Chain
  • 1.3.9 Layout of 800V High Voltage Companies - Vehicle + Pile Synchronous Layout

2 Application of 800V High Voltage in Vehicles

• 2.1 Impacts of 800V High Voltage on Vehicle Components
  • 2.1.1 The 800V High Voltage Components Industry Chain Gets Improved
  • 2.1.2 800V High Voltage Platform Industry Chain at Vehicle End
  • 2.1.3 Different Boosting Modes of 800V Platform
  • 2.1.4 800V Voltage Platform Equipped with Boost Converter
  • 2.1.5 Architecture Design of 800V High Voltage Electrical Appliance
  • 2.1.6 Safety Design of 800V High Voltage Architecture System
  • 2.1.7 High Voltage Architecture Control Technology Direction of Vitesco Technologies
  • 2.1.8 Three-in-one Integrated System of Vitesco Technologies
• 2.2 Impacts of 800V High Voltage Platform on Components
  • 2.2.1 Higher Requirements for Voltage Withstand Levels of 800V High Voltage Parts and Components
  • 2.2.2 Power Levels of Different Devices
  • 2.2.3 Challenges Posed by 800V High Voltage to the Upstream Components and Withstand Voltage Device Industry
  • 2.2.4 Some Components in 800V High Voltage Platform Need Upgrading
  • 2.2.5 Voltage Withstand Level of Film Capacitors Is Improved
  • 2.2.6 The Value of 800V Platform Film Capacitor Increases
  • 2.2.7 800V HVDC Relay: High Performance Requirements Drive Added Value
  • 2.2.8 Penetration of Excitation Fuse Increases
  • 2.2.9 Soft Magnetic Alloy Sendust Boost Module Requires More Usage
  • 2.2.10 Upstream Power Devices Enjoy Development Opportunities amid 800V High Voltage System Architecture Disruption
  • 2.2.11 800V High Voltage Components Upgrade and Estimated Value
• 2.3 Impacts of 800V High Voltage on Battery
  • 2.3.1 800V Fast Charging Is An Inevitable Trend for Vehicle Electrification
  • 2.3.2 800V High Voltage Fast Charging Architecture - Battery
  • 2.3.3 Differences between 400V and 800V Power Batteries
  • 2.3.4 800V High Voltage Fast Charging Architecture Lowers Battery Costs
  • 2.3.5 800V High Voltage Requires Higher Battery Rate Performance
  • 2.3.6 Requirements for Fast Charging Performance of Battery Cathode Are Improved
  • 2.3.7 Number of Battery Strings Increases and Higher Cell Consistency Is Required
  • 2.3.8 800V Fast Charging - Development of Power Battery
  • 2.3.9 CATL - CTP3.0 Qilin Battery
  • 2.3.10 800V Battery Technology Case: SVOLT Fast Charge Battery Technology
  • 2.3.11 Technology Layout of 800V High Voltage Battery Suppliers
  • 2.3.12 Comparison between 800V High Voltage Battery Technologies
• 2.4 Impacts of 800V High Voltage on Electric Drive
  • 2.4.1 Challenges in 800V Electric Drive System Technology
  • 2.4.2 High Voltage Poses Challenges of Bearing Corrosion Resistance and Insulation to Motors
  • 2.4.3 Challenges Posed by 800V Electric Drive System to Inverter Technology
  • 2.4.4 Design Parameters of 800V Motor
  • 2.4.5 800V Platform Drives Growth of OBC and DC/DC
  • 2.4.6 The Combination of SiC and 800V Platform Will Become a Development Trend of Electric Vehicles
  • 2.4.7 800V Electric Drive - CRRC Times C-Power 220s/C-Power 250
• 2.5 Impacts of 800V High Voltage on Motor
  • 2.5.1 Advantages of Motor Winding Flat Wire
  • 2.5.2 Flat Wire Motor Suppliers and Their Vehicle Model Layout
  • 2.5.3 Corona Corrosion of Motor Wiring Harness Increases at 800V High Voltage
  • 2.5.4 800V Motor Flat Wire Technology Route
  • 2.5.5 Comparison between 800V Motor Flat Wire Technologies
  • 2.5.6 Application of 800V Motor Flat Wire Technology
  • 2.5.7 800V Flat Wire Motor Market Size
  • 2.5.8 800V Flat Wire Motor - Technology, Capacity and Cooperation of Major Manufacturers
• 2.6 Requirements of 800V High Voltage for Thermal Management
  • 2.6.1 800V High Voltage Fast Charging Technology Raises Requirements for Thermal Management
  • 2.6.2 Battery Cooling Solutions of Hyundai and Porsche's 800V Platforms
• 2.7 800V High Voltage Platform Isolation Chip
  • 2.7.1 Application of New Energy Vehicle Isolation Chip
  • 2.7.2 Isolation Chip for New Energy Vehicle Inverter
  • 2.7.3 Isolation Chip for New Energy Vehicle OBC
  • 2.7.4 Both Usage and Price of 800V High Voltage Platform Isolation Chips Rise
• 2.8 800V High Voltage Film Capacitor
  • 2.8.1 Application of Film Capacitors in New Energy Vehicles
  • 2.8.2 800V Film Capacitor - New Increment
• 2.9 800V High Voltage Connector and Fuse
  • 2.9.1 Distribution of High Voltage Connectors
  • 2.9.2 800V High Voltage Connector - Improvement in Usage and Performance
  • 2.9.3 Safety Design of High Voltage Connectors
  • 2.9.4 800V High Voltage Connector Suppliers and Their Product Layout
  • 2.9.5 Distribution of High Voltage Wiring Harness
  • 2.9.6 Impacts of 800V High Voltage on Wiring Harness
  • 2.9.7 800V Fuse - Improve Product Value

3 Application of 800V High Voltage in Piles

• 3.1 Impacts of 800V High Voltage on Pile Components
  • 3.1.1 High Voltage Architecture Pile Product Lines Mature
  • 3.1.2 Comparison between DC Boost Charging Architectures
  • 3.1.3 High Switching Frequency Can Reduce the Size of DC Boost Capacitors
  • 3.1.4 800V Charging Effect Is Better
  • 3.1.5 800V Charging Drives Demand for Fast Charging Batteries
• 3.2 Development Phases of 800V High Voltage Platform
  • 3.2.1 Simultaneous Layout of 800V at Pile and Vehicle Ends
  • 3.2.2 High Voltage Platform + Supercharging Pile Technology Becomes the Ultimate Development Trend
  • 3.2.3 Challenges in 800V Platform Application
• 3.3 800V High Voltage Charging Pile
  • 3.3.1 Types of Charging Technology
  • 3.3.2 High Voltage Fast Charging Piles Favor Cost Reduction
  • 3.3.3 Technology Direction of Charging Gun
  • 3.3.4 High Voltage Architecture Is An Inevitable Trend for Superfast Charging
  • 3.3.5 OEMs Accelerate the Layout of Charging Networks
  • 3.3.6 Construction of 800V Fast Charging Stations
  • 3.3.7 Xpeng G9-800V Fast Charging
  • 3.3.8 GAC AION V Plus 70 Extremely Fast Charging Edition - 800V Fast Charging
  • 3.3.9 AVATR 11 - 800V Fast Charging
  • 3.3.10 800V High Voltage Platform Suppliers at Vehicle End
  • 3.3.11 Mercedes-Benz 900V High Voltage Platform
  • 3.3.12 Challenges in Use of High-Voltage High-Power Charging Piles

4 Application Trends of 800V High Voltage Platform SiC

• 4.1 Advantages of SiC Products
  • 4.1.1 Excellent Performance of SiC Material
  • 4.1.2 SiC Boasts Excellent Performance
  • 4.1.3 Advantages of SiC Devices
  • 4.1.4 SiC Device Development Roadmap
  • 4.1.5 Requirements of High Voltage Platforms for SiC
  • 4.1.6 SiC-based Vehicles Lightweight
  • 4.1.7 Lower the Cost of SiC-based Vehicles
• 4.2 Application of SiC in 800V High Voltage Platforms for Vehicles
  • 4.2.1 Advantages of Vehicle 800V SiC Solution
  • 4.2.2 Application of SiC Devices to High Voltage Platforms Helps to Improve Efficiency
  • 4.2.3 Advantages of SiC in 750V Platform
  • 4.2.4 Application of SiC Devices Favors Vehicle Cost Reduction
  • 4.2.5 SiC Will Be Mainly Used in Electric Vehicles in the Future
  • 4.2.6 Application Scope of SiC in New Energy Vehicles
  • 4.2.7 Application of SiC in Vehicles - Electronic Control Module
  • 4.2.8 Application of SiC in Vehicles - DC/DC Converter
  • 4.2.9 Vehicle SiC Market Space
• 4.3 Application of SiC in 800V High Voltage Platforms for Piles
  • 4.3.1 SiC Devices Remain Very Superior in Application to Charging Piles
  • 4.3.2 800V Charging Facilities Promote the Application of SiC in Piles
  • 4.3.3 Application Cases of SiC in Piles: SiC-based High-efficiency Low-cost Charging Pile Modules of Suppliers
  • 4.3.4 Application Cases of SiC in Piles: 1200V SiC Provided by Wolfspeed Can Effectively Improve Performance
• 4.4 SiC Industry Scale and Competitive Landscape
  • 4.4.1 Global New Energy Vehicle Silicon Carbide (SiC) Market Size
  • 4.4.2 SiC Device - Value Chain
  • 4.4.3 SiC Device - Competitive Landscape
  • 4.4.4 SiC Device - Enterprise Development Model
• 4.5 SiC Power Device Layout
  • 4.5.1 SiC Power Device - Development History
  • 4.5.2 SiC Power Device - Industry Chain
  • 4.5.3 SiC Power Device - Capacity
  • 4.5.4 SiC Layout of Components Manufacturers
  • 4.5.5 SiC Diode (SiC SBD) - Price Comparison
  • 4.5.6 SiC MOSFET - Cost Structure
  • 4.5.7 SiC Layout of OEMs
  • 4.5.8 SiC Device - Application in Vehicles
  • 4.5.9 SiC Device - Technology, Capacity and Cooperation of Global Major Manufacturers
  • 4.5.10 SiC Device - Product Cases
• 4.6 SiC Substrate Layout
  • 4.6.1 SiC Substrate - Classification
  • 4.6.2 SiC Substrate - Main Growth Mechanisms
  • 4.6.3 SiC Substrate - Competitive Landscape of Conductive Type Market
  • 4.6.4 SiC Substrate - Comparison between 6-inch Products
  • 4.6.5 SiC Substrate - 8-inch Production Stages and Competitive Landscape
  • 4.6.6 SiC Substrate - Commercialization Pattern of Leading Companies
  • 4.6.7 SiC Substrate - Technology, Capacity and Cooperation of Major Global Manufacturers
  • 4.6.8 SiC Substrate - Product Cases
• 4.7 Other Semiconductor Materials
  • 4.7.1 Classification of Semiconductor Materials
  • 4.7.2 Performance Comparison between Semiconductor Materials
  • 4.7.3 Application Comparison between Semiconductor Materials
• 4.8 Gallium Nitride (GaN)
  • 4.8.1 Gallium Nitride (GaN) - Development Trends of Power Components
  • 4.8.2 Gallium Nitride (GaN) - Application to Automotive
  • 4.8.3 Gallium Nitride (GaN) - Application to Vehicle Components
  • 4.8.4 Gallium Nitride (GaN) - Application to Vehicle OBC
  • 4.8.5 Gallium Nitride (GaN) - Business Development of Major Manufacturers
• 4.9 Gallium Oxide (Ga2O3)
  • 4.9.1 Gallium Oxide (Ga2O3) - Material Attributes
  • 4.9.2 Gallium Oxide (Ga2O3) - Ga2O3 VS SiC
  • 4.9.3 Gallium Oxide (Ga2O3) - Application
  • 4.9.4 Gallium Oxide (Ga2O3) - Related Policies
  • 4.9.5 Gallium Oxide (Ga2O3) - Market Size
  • 4.9.6 Gallium Oxide (Ga2O3) - RF Device Market Size
  • 4.9.7 Gallium Oxide (Ga2O3) - Global Competition
  • 4.9.8 Gallium Oxide (Ga2O3) - Cost Comparison between Substrates with Iridium and Those without
  • 4.9.9 Gallium Oxide (Ga2O3) - Substrates
  • 4.9.10 Gallium Oxide (Ga2O3) - Business Development of Major Manufacturers
  • 4.9.11 Gallium Oxide (Ga2O3) - Application Progress
• 4.10 Gallium Oxynitride (GaON)

5 800V High Voltage Platform Solutions of OEMs

• 5.1 800V High Voltage Technology Layout of OEMs
  • 5.1.1 800V High Voltage Layout of Main OEMs
  • 5.1.2 High Voltage Fast Charging Production Schemes of Main OEMs
  • 5.1.3 List of Vehicle Models with 800V High Voltage Architecture
• 5.2 Porsche
  • 5.2.1 Porsche - Development of 800V Platform
  • 5.2.2 Porsche Taycan - J1 High Voltage Platform Architecture
  • 5.2.3 Porsche Taycan - Four Voltage Platforms of J1 Platform
  • 5.2.4 Porsche Taycan - Battery Pack
  • 5.2.5 Porsche Taycan - Charging System
  • 5.2.6 Porsche Taycan - Charger and Booster Unit
  • 5.2.7 Porsche Taycan - DC/DC Converter
  • 5.2.8 Porsche Taycan - Intelligent Thermal Management System (GMS)
  • 5.2.9 Porsche Macan - Power System for PPE High Voltage Platform
  • 5.2.10 Porsche Macan - Battery for PPE High Voltage Platform
• 5.3 Jaguar Land Rover
  • 5.3.1 Jaguar Land Rover - Development of 800V Platform
  • 5.3.2 Jaguar Land Rover - 800V Electrified Transformation
  • 5.3.3 Jaguar Land Rover - Land Rover Discovery Sport
• 5.4 Hyundai Kia
  • 5.4.1 Hyundai Kia - Development of 800V Platform
  • 5.4.2 Hyundai Kia - E-GMP High Voltage Platform
  • 5.4.3 Hyundai Kia - E-GMP Battery Design
  • 5.4.4 Hyundai Kia - Production Models Based on Hyundai E-GMP
  • 5.4.5 Hyundai Kia - EV6/EV9
  • 5.4.6 Hyundai Kia - 800V High Voltage Architecture of IONIQ 5
  • 5.4.7 Hyundai Kia - Fast Charging Curve of IONIQ 5
  • 5.4.8 Hyundai Kia - Introduction of 800V Technology in the Evolution of E/E Architecture
• 5.5 Volkswagen Audi
  • 5.5.1 Volkswagen Audi - Development of 800V Platform
  • 5.5.2 Volkswagen Audi - J1 Performance
  • 5.5.3 Volkswagen Audi - PPE Platform Architecture
  • 5.5.4 Volkswagen Audi - Position of PPE Platform-based Vehicle Models
  • 5.5.5 Volkswagen Audi - Electric Drive System for PPE Platform
  • 5.5.6 Volkswagen Audi - 800V Battery for PPE Platform
  • 5.5.7 Volkswagen Audi - Thermal Management System for PPE Platform
  • 5.5.8 Volkswagen Audi - Motor Cooling System for PPE Platform
  • 5.5.9 Volkswagen Audi - Battery Cooling System for PPE Platform
  • 5.5.10 Volkswagen Audi e-tron - Thermal Management
  • 5.5.11 Volkswagen Audi RS e-tron GT - 800V High Voltage Platform Architecture
  • 5.5.12 Volkswagen Audi RS e-tron GT - 800V Power Parameters and Battery
  • 5.5.13 Volkswagen Audi RS e-tron GT - 800V High Voltage Battery Charging
  • 5.5.14 Volkswagen - Scalable Systems Platform (SSP) with 800V Battery Pack
  • 5.5.15 Volkswagen - 800V Models
• 5.6 Mercedes-Benz
  • 5.6.1 Mercedes-Benz - Development of 800V Platform
  • 5.6.2 Mercedes-Benz - Mercedes Modular Architecture (MMA)
  • 5.6.3 Mercedes-Benz - MMA-based Models
  • 5.6.4 Mercedes-Benz - 800V System of EQE/EQS
  • 5.6.5 Mercedes-Benz - AMG Project One 800V High Voltage Battery
• 5.7 BYD
  • 5.7.1 BYD - Development of 800V Platform
  • 5.7.2 BYD - Introduction of 800V Technology in the Evolution of E/E Architecture
  • 5.7.3 BYD - E3.0 Platform Enables 1000km Endurance and 800V Fast Charging
  • 5.7.4 BYD - Application of E3.0 800V High Voltage Platform
  • 5.7.5 BYD - Development History of Vehicle Voltage Platform
  • 5.7.6 BYD - E3.0 Motor Boosting and Charging Technology
  • 5.7.7 BYD - High Voltage Electric Drive System
  • 5.7.8 BYD - Self-developed SiC Technology
  • 5.7.9 BYD - SiC-based Models
  • 5.7.10 BYD - 800V Heat Pump System
  • 5.7.11 BYD - 800V High Voltage Flash Charging Technology
  • 5.7.12 BYD - 800V LiFePO4 Battery
• 5.8 Xpeng Motors
  • 5.8.1 Xpeng Motors - Development of 800V Platform
  • 5.8.2 Xpeng Motors - 800V High Voltage SiC Platform
  • 5.8.3 Xpeng Motors - Introduction of 800V Technology in the Evolution of E/E Architecture
  • 5.8.4 Xpeng Motors - Charging Network
  • 5.8.5 Xpeng Motors - Layout of High Voltage Super Energy Replenishment System
  • 5.8.6 Xpeng Motors - 800V Ultrafast Charging Platform
• 5.9 Tesla
  • 5.9.1 Tesla - Development of 800V Platform
  • 5.9.2 Tesla - 800V High Voltage Models
  • 5.9.3 Tesla - 800V High Voltage Architecture
  • 5.9.4 Tesla - SiC-based Models
  • 5.9.5 Tesla - SiC MOSFET Module of Model3/Y
  • 5.9.6 Tesla - Reducing SiC Devices
• 5.10 GAC Aion
  • 5.10.1 GAC Aion - Development of 800V Platform
  • 5.10.2 GAC Aion - Introduction of 800V Technology in the Evolution of E/E Architecture
  • 5.10.3 GAC Aion - 900V SiC Electric Drive
  • 5.10.4 GAC Aion - Graphene Ultrafast Charging Battery
  • 5.10.5 GAC Aion - Supercharging Station Model
  • 5.10.6 GAC Aion - Supercharging Station Deployment
• 5.11 Geely
  • 5.11.1 Geely - Development of 800V Platform
  • 5.11.2 Geely - Sustainable Experience Architecture (SEA)
  • 5.11.3 Geely - Leishen Hybrid 800V Drive
  • 5.11.4 Geely ZEEKR - Application of 800V High Voltage Platform
  • 5.11.5 Geely ZEEKR - Vehicle Supercharging Stations
• 5.12 Great Wall Motor
  • 5.12.1 Great Wall Motor - Development of 800V Platform
  • 5.12.2 Great Wall Motor - Layout of 800V Electric Products
  • 5.12.3 Great Wall Motor - SVOLT Fast Charge Battery
  • 5.12.4 Great Wall Motor - Main Technologies of SVOLT Fast Charge Battery
  • 5.12.5 Great Wall Motor - Introduction of 800V Technology in the Evolution of E/E architecture
  • 5.12.6 Great Wall Saloon - Mecha Dragon Equipped with 800V High Voltage Platform
• 5.13 Dongfeng Voyah
  • 5.13.1 Dongfeng Voyah - 800V High Voltage Platform and Ultrafast Charging Technology
  • 5.13.2 Dongfeng Voyah - Fast Charging Technology
• 5.14 BAIC ARCFOX
  • 5.14.1 BAIC ARCFOX - 800V High Voltage Platform
  • 5.14.2 BAIC ARCFOX - Construction of Supercharging Stations
• 5.15 Leapmotor
  • 5.15.1 Leapmotor - Development of 800V Platform
  • 5.15.2 Leapmotor - 800V Ultrahigh Voltage Electrical Platform
  • 5.15.3 Leapmotor - 800V High Power SiC Controller
  • 5.15.4 Leapmotor - Battery Module Strategy
  • 5.15.5 Leapmotor - 2nd-generation CTC Technology and Ultrafast Charging
  • 5.15.6 Leapmotor - 800V Model Planning
• 5.16 Li Auto
  • 5.16.1 Li Auto - Development of 800V Platform
  • 5.16.2 Li Auto - 800V Model Planning
  • 5.16.3 Li Auto - Li W01
  • 5.16.4 Li Auto - 800V High Voltage Charging Pile
• 5.17 Others
  • 5.17.1 Polestar - 800V High Voltage Platform Deployment
  • 5.17.2 NIO - 800V High Voltage Platform Battery Pack and Grouped Battery Swapping
  • 5.17.3 Hycan - 800V High Voltage Layout
  • 5.17.4 Volvo - 800V High Voltage Layout
  • 5.17.5 McLaren - 800V High Voltage Layout
  • 5.17.6 Lotus - Supercharging Network
  • 5.17.7 Cadillac - 800V High Voltage Layout
  • 5.17.8 Peugeot - 800V High Voltage Layout
  • 5.17.9 Alfa - 800V High Voltage Layout
  • 5.17.10 RAM - 800V High Voltage Layout

6 800V High Voltage Platform Solutions of Tier 1 Suppliers

• 6.1 800V High Voltage Technology Layout of Tier 1 Suppliers
  • 6.1.1 800V High Voltage Components Layout of Tier 1 Suppliers
  • 6.1.2 Tier 1 Suppliers and Semiconductor Materials Companies - Cooperating to Deploy 800V Technology
  • 6.1.3 Tier 1 Suppliers and OEMs - Cooperating to Deploy 800V Technology
• 6.2 Huawei
  • 6.2.1 Huawei - 800V High Voltage Platform Layout
  • 6.2.2 Huawei - High Voltage Platform Solutions
  • 6.2.3 Huawei - AI Flash Charging Power Domain Full-Stack High Voltage Solution
  • 6.2.4 Huawei - DriveONE High Voltage Asynchronous Electric Drive System
  • 6.2.5 Huawei - Bearing Electrocorrosion Solution
  • 6.2.6 Huawei - AI High Voltage Flash Charging
  • 6.2.7 Huawei - 600kW Supercharging Pile
  • 6.2.8 Huawei - HiCharger Charging Module
  • 6.2.9 Huawei - Thermal Management System
  • 6.2.10 Huawei - Anti-condensation Connector
• 6.3 Farasis Energy
  • 6.3.1 Farasis Energy - 800V High Voltage Platform Layout
  • 6.3.2 Farasis Energy - 800VTC Supercharging and Overvoltage Technology
  • 6.3.3 Farasis Energy - Technical Benefits of 800VTC Supercharging and Overvoltage Platform
  • 6.3.4 Farasis Energy - Super Pouch Solution (SPS)
  • 6.3.5 Farasis Energy - Technical Benefits of Super Pouch Solution (SPS)
  • 6.3.6 Farasis Energy - 330Wh/kg Soft Pack Solution
• 6.4 Vitesco Technologies
  • 6.4.1 Vitesco Technologies - 800V High Voltage Platform Layout
  • 6.4.2 Vitesco Technologies - High Voltage Electric Drive Products
  • 6.4.3 Vitesco Technologies - 800V EMR4 Electric Drive System
  • 6.4.4 Vitesco Technologies - 800V SiC Inverter
  • 6.4.5 Vitesco Technologies - High Voltage DC/DC Converters
  • 6.4.6 Vitesco Technologies - High Voltage Battery Management System
  • 6.4.7 Vitesco Technologies - High Voltage Battery Junction Box
  • 6.4.8 Vitesco Technologies - Multifunctional Electronic Box
  • 6.4.9 Vitesco Technologies - High Voltage Box 2.0
  • 6.4.10 Vitesco Technologies - Production Base in China
• 6.5 ZF
  • 6.5.1 ZF - New Energy Electric Drive Technology Planning
  • 6.5.2 ZF - 800V High Voltage Platform Layout
  • 6.5.3 ZF - Layout of Next-generation Electric Drives in HEVs and BEVs
  • 6.5.4 ZF - 800V SiC Electric Axle
  • 6.5.5 ZF - 800V Inverter
  • 6.5.6 ZF - Production Base
• 6.6 Joyson Electronic
  • 6.6.1 Joyson Electronic - 800V High Voltage Platform Layout
  • 6.6.2 Joyson Electronic - 800V "All-in-one" Solution
  • 6.6.3 Joyson Electronic - High Voltage Platform Charging and Boosting Module
  • 6.6.4 Joyson Electronic - 800V DC/DC Converter
  • 6.6.5 Joyson Electronic - High Voltage Battery Management System (BMS)
  • 6.6.6 Joyson Electronic - 800V High Voltage Platform Experiment Center
• 6.7 Shinry Technologies
  • 6.7.1 Shinry Technologies - Product Layout
  • 6.7.2 Shinry Technologies - 800V High Voltage Platform Layout
  • 6.7.3 Shinry Technologies - Development of 800V SiC Solution
  • 6.7.4 Shinry Technologies - 800V DC/DC Converter for New Energy Vehicles
  • 6.7.5 Shinry Technologies - 800V On-board Charger
  • 6.7.6 Shinry Technologies - 800V CDU System for New Energy Vehicles
  • 6.7.7 Shinry Technologies - Application of 800V SiC Technology for High Power Charging
  • 6.7.8 Shinry Technologies - Application of DCF SiC Technology in Hydrogen Energy and Fuel Cell Vehicles
  • 6.7.9 Shinry Technologies - Customer System
• 6.8 VMAX
  • 6.8.1 VMAX - 800V High Voltage Platform Layout
  • 6.8.2 VMAX - 800V Technology Layout
  • 6.8.3 VMAX - 800V Vehicle Power Supply Integration
  • 6.8.4 VMAX - 800V Electric Drive System
  • 6.8.5 VMAX - High Voltage Motor Controller
  • 6.8.6 VMAX - Application of SiC Power Devices
  • 6.8.7 VMAX - 800V Customers Layout
• 6.9 BorgWarner
  • 6.9.1 BorgWarner - 800V Technology Development
  • 6.9.2 BorgWarner - 800V High Voltage Platform Layout
  • 6.9.3 BorgWarner - 800V SiC Inverter
  • 6.9.4 BorgWarner - 800V SiC Inverter Orders
  • 6.9.5 BorgWarner - 800V Motor
  • 6.9.6 BorgWarner - 800V Flat Wire Motor of Tianjin Santroll
  • 6.9.7 BorgWarner - 800V Integrated Driver Module
  • 6.9.8 BorgWarner - 800V DC/DC
  • 6.9.9 BorgWarner - High Voltage Coolant Heater
  • 6.9.10 BorgWarner - DC Charging Pile
  • 6.9.11 BorgWarner - SiC Cooperation
• 6.10 Valeo
  • 6.10.1 Valeo - 800V High Voltage Platform Layout
  • 6.10.2 Valeo - Development of SiC Products
  • 6.10.3 Valeo - 800V Three-in-one SiC Electric Drive System
  • 6.10.4 Valeo - Flat Wire Stator
  • 6.10.5 Valeo - 5th Generation Inverter
  • 6.10.6 Valeo - 800V SiC Power Module
  • 6.10.7 Valeo - 4th Generation On-board Charger (OBC)
  • 6.10.8 Valeo - 800V High Voltage Prototype Vehicle
• 6.11 Schaeffler
  • 6.11.1 Schaeffler - 800V motor
  • 6.11.2 Schaeffler - Motor Controller
• 6.12 Others
  • 6.12.1 Leadrive Technology - 800V "Three-in-one" Electric Drive System
  • 6.12.2 CRRC Times Electric - High Power Electric Drive Product C-Power 220s
  • 6.12.3 Changsha Xiangdian Electric Technology Co., Ltd. (Xiangdian Research Institute) - 800V System Assembly Project
  • 6.12.4 Hitachi AMS - 800V System Inverter
  • 6.12.5 AVL - 800V Technology Layout