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2021-12-03
1. With the increase in sales of new energy vehicles, the market size of battery management systems will grow rapidly. At present, vigorously developing new energy vehicles has become the consensus of all countries. Major countries in the world such as the United States, China, Japan, Germany, South Korea, and the United Kingdom have all established their own grand new energy vehicle industry plans. The output value of the global battery management system market grew by more than 10% in 2013, and the growth rate from 2014 to 2016 will jump to 25-35%. It is predicted that by 2015, the global annual sales of electric vehicles will exceed 1 million, and the BMS system market will reach about 20 billion yuan. If hybrid electric vehicles are considered, the total market size of BMS systems is expected to reach 40 billion yuan, and the market for BMS systems is broad. The demand for battery management systems in the Chinese market alone will reach more than 36 billion yuan in 2020.
2. The current price of battery management systems is still relatively high, and the future price will decrease with the expansion of production scale. At present, the price of the battery management system is positively correlated with the number of cells in the battery pack, and the battery management system accounts for 30% of the total cost of the battery pack. Considering that the circuit board and chip design of BMS is still in the early stage, and the complexity of later products, the speed of replacement and the scale of mass production will gradually increase, it is expected that the prices of mainstream battery management systems will show a slow downward trend. It will drop to about 60% in 2020.
3. In the future, BMS products with active balancing functions will become the mainstream of the market.
The advantages of active equalization BMS are: 1. It is lossless equalization. 2. High energy utilization rate. At present, most popular BMS products abroad adopt the design of active balance function, and most mainstream electric vehicles in the world adopt the active balance mode, but the product price is relatively high. In China, passive balance function and BMS products without balance function are basically adopted, which are low in price and simple in function. In the future, with the large-scale production of electric vehicles, the technical requirements of domestic car companies for battery management systems will inevitably increase. With the development of the domestic economy, the battery management system market is facing huge opportunities and challenges.
4. The battery management system market is highly competitive and technically polarized. As the topic of new energy vehicles and the market become hot, battery management technology has also received widespread attention in my country. Many professional manufacturers, power battery companies and vehicle manufacturers have begun to engage in research and production in this area. In China, there are many BMS manufacturers, and most of them are private enterprises, showing a very fierce competition. From a technical perspective, there is also serious polarization. Some companies have mastered advanced battery management system technology through their own research or acquisitions, such as Joyson Electronics; while some companies can only develop low-end BMS products. At present, various OEMs have different choices of BMS. This has also brought development opportunities to the majority of BMS manufacturers.