The development trend of new energy auto parts! The development trend of new energy auto parts presents the characteristics of accelerated technological innovation, deepened global layout and cross-industry integration.
1. Battery technology breakthroughs: solid-state batteries, semi-solid-state batteries to accelerate mass production, energy density is expected to exceed 500Wh/kg, range of more than 1,000 kilometres, while significantly improving safety. For example, in 2025, some car companies have launched batteries and vehicles containing solid-state technology, and it is expected that small batch applications will be realised in 2027-2028.
2. Electric drive system integration: motor, inverter, reducer ‘three-in-one’ or even ‘all-in-one’ design has become mainstream, volume reduction, efficiency improvement. Bosch’s bridge system integration to improve power density, widely used in a variety of models.
3. Intelligent thermal management: heat pump air conditioners and integrated thermal management systems are popularised and adapted to extreme cold environments. For example, MAHLE’s carbon dioxide heat pump system extends the working temperature range and is suitable for high latitude areas.
4. Deepening international cooperation: establishing long-term cooperation with international vehicle manufacturers and undertaking high-end orders. Ningde Times has deepened cooperation with BMW, Tesla and other car companies to jointly develop next-generation battery technology.
5. Popularisation of intelligent components: L2-level and above assisted driving has become standard, and the penetration rate of LiDAR and domain controller has increased. For example, in 2025, the configuration rate of domestic new energy vehicles with L2 level or above assisted driving will be about 60%, and some models have already realised the city pilot assistance function.
6. Application of lightweight materials: aluminium alloy, carbon fibre, high-strength steel is widely used to reduce the weight of the body while improving safety. BMW i3 adopts carbon fibre reinforced plastics, reducing the weight of the whole car by 250kg and lowering energy consumption.
The development trend of energy auto parts! In 2025, the penetration rate of new energy vehicles is expected to exceed 55%, leading to a surge in demand for parts. China’s new energy vehicle sales continue to grow, providing a broad market space for parts and components enterprises.
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