Pom cov cib fim los ntawm kev hloov mus rau lub tsheb hluav taws xob, ntau cov qub tub rog los ntawm cov pab pawg pib thoob ntiaj teb tau tawm hauv lawv cov ntawv thiab teeb tsa lub khw ntawm lawv tus kheej, vam tias yuav cuam tshuam cov kev daws teeb meem tam sim no.
Qhov tsis tu ncua ntawm nws pib nti tsis txaus thiab cov nqi roj teeb ntau dua tau ua rau cov neeg tsim hluav taws xob galvanized los saib xyuas cov saw hlau nrog kev txhawj xeeb uas tsis tau pom dua. Thaum xa mus rau cov nqi ntawm cov ntaub ntawv, OEMs muab qhov tseem ceeb rau cov khoom tseem ceeb xws li roj teeb thiab chips, thiab tseem tsis quav ntsej lwm yam khoom, piv txwv li, chassis-by-wire. Raws li CITIC Securities, chassis suav txog 10% ntawm tag nrho cov nqi hauv cov qauv tsheb. Lub tswv yim X-los-xaim, uas yog los ntawm kev lag luam dav hlau, tau maj mam txais yuav hauv kev tsim nws pib, tshwj xeeb tshaj yog ntawm EV chassis. Nws suav nrog cov braking, steering, accelerating thiab shifting systems.
Kev loj hlob ntawm EVs hu rau kev tsim chassis ntau dua. Cov kws paub txog kev siv braking yog kho rau kev tsim cov khoom lag luam uas tuaj yeem ua tau raws li ntau yam kev xav tau, xws li cov lus teb sai dua, kev nyab xeeb rov ua dua, qhov me me thiab qhov hnyav thiab lub zog rov ua dua tshiab. Txhawm rau ua kom muaj kev noj qab haus huv ntawm kev ua lag luam, Suav pib lag luam tau koom tes nrog OEMs los txhim kho kev tsav tsheb.
Peb xam phaj Hui Zhifeng, tus tsim thiab CEO ntawm Leekr Technology (Suav: 利氪科技), lub tuam txhab kev tsim kho tsheb tshiab uas nyuam qhuav ntim CNY 200 lab (USD30 lab) hauv Series A thiab A + nyiaj txiag puag ncig.
Founded hauv 2021, lub tuam txhab nascent yog tswj los ntawm ib pab tub rog ntawm Bosch thiab ZF Group. Nws tshwj xeeb hauv kev tsim Chassis-by-Wire thiab lwm yam khoom siv. Brake-by-Wire los yog Electro-Hydraulic Brake (EHB) cim lawv qhov kev tsim tawm rau kev ua lag luam. Lawv pib lineup suav nrog DHB (Decoupled Hydraulic Booster), uas yog lub tshuab nqus tsev ywj pheej electro-hydraulic nres quab yuam booster (e-booster), thiab IHB (Integrated Hydraulic Nres) uas yog ib chav tsev ib-lub thawv electro-hydraulic tov uas ua ke. e-booster thiab ESC (Electronic Stability Control). Ob yam khoom pab Leekr tau txais cuaj qhov project loj los ntawm OEMs.
''Siv chassis-by-wire system coj ntau yam txiaj ntsig rau lub tsheb hluav taws xob. Raws li tus kheej-tsav technology vam meej, cov kws kho mob hais txog kev nyab xeeb ntawm nws tus kheej ntau dua li qhov qub. Thiab EHB muab cov tsheb muaj kev nyab xeeb rov ua dua los ntawm kev ywj pheej chips thiab algorithms, ua kom muaj zog ntawm tag nrho cov kev tsav tsheb tsis muaj zog. Raws li SAE qhov kev ntsuas tus kheej tsav tsheb, EHB yog tus qauv tsim rau L3 thiab siab dua cov tsheb uas tsis muaj zog, '' Hui hais rau EqualOcean. Tsis tas li ntawd, EHB kuj pab EVs txhim kho kev siv hluav taws xob. Nws ua hauj lwm raws li lub hwj chim regenerator thiaj li boost ntau yam ntawm lub roj teeb ntshiab tsheb los ntawm 20%.
Piv nrog rau cov pa hydraulic braking system, qhov zoo tshaj plaws ntawm EHB yog lub sij hawm luv luv rau xauv (raws li IHS Markit, "lub sij hawm uas lub braking system muaj peev xwm tsim tau raws li qhov xav tau siab"). Nws tau sau tseg tias "Lub sijhawm teb ntawm DHB lossis IHB tuaj yeem ua luv rau 150 ms, 50% luv dua li cov tsoos braking systems," nws sau tseg.
''Peb DHB decouples lub nres pedal thiab lub nres circuits, txhais tau hais tias OEMs tuaj yeem kho tus pedal xav kom hloov mus rau ntau hom kev tsav tsheb. Qhov no ua tau raws li qhov xav tau ntawm cov neeg siv khoom xav tau cov khoom ntse dua. Dab tsi ntxiv, DHB tuaj yeem nruab nrog txhua hom 'ABS (Antilock Brake System) lossis ESC modules,' Hui hais. Nws pom tus cwj pwm no yog qhov sib txawv loj ntawm cov thev naus laus zis tseem ceeb.
Txhawm rau ua piv txwv zoo dua, nws tau qhia txog qhov xwm txheej ntawm kev ua lag luam. Tuam Tshoj txoj kev lag luam nres-los ntawm-xaim kev lag luam yog tswj hwm los ntawm German tsheb qhov chaw behemoths xws li Bosch, Continental AG thiab ZF Group. Thiab feem ntau OEMs xaiv Ntiaj Teb Tier1 raws li cov khoom lag luam muaj cov ntaub ntawv teev tseg ntawm kev ua haujlwm nyab xeeb thiab ntseeg tau, muab kev nyab xeeb yog cov kab hauv qab rau lub braking system. Txawm li cas los xij, ua kom zoo dua ntawm txoj haujlwm ua lag luam muaj zog, Ntiaj Teb Tier1 feem ntau bundles cov khoom e-booster nrog nws cov ESC modules thiab muab cov pob rau OEMs, uas tsis muaj kev xaiv tab sis lees txais yam uas tau muab rau lawv.
Hui lees paub cov ntsiab lus mob ntawm qhov kev daws teeb meem no. ''Yog tias tus tsim cov tsheb pheej yig xav muab nws lub tsheb nrog lub zog rov ua haujlwm los ntawm e-booster, nws yuav txaj muag los ntawm kev xav txog Ntiaj Teb Tier1 cov khoom vim tias lawv kim dhau. Tab sis peb cov kev daws teeb meem tso cai rau peb ua tau raws li qhov xav tau, peb tuaj yeem tsim kho ntau lub luag haujlwm rau lawv, "Yog li xaiv tus neeg muag khoom hauv Suav teb txhais tau ntau yam rau feem ntau hauv OEMs."
Hui kuj piav qhia rau EqualOcean li cas Leekr koom tes nrog cov neeg tsim tsheb. 'OEMs mob siab rau feem ntau ntawm cov neeg xa khoom muaj peev xwm xa tawm tam sim no. Ntxiv lwm tus neeg muag khoom txhim kho OEMs lub peev xwm kom tau txais cov khoom txaus thiab ua kom muaj kev nyab xeeb ntawm cov saw hlau. "
Tsis tas li ntawd, Leekr tus tsim kuj tseem ntseeg tias cov tuam txhab lag luam nyob hauv Suav teb tuaj yeem sib koom ua ke nrog OEMs. "Tuam Tshoj yog tus thawj coj hauv ntiaj teb hauv NEV kev muag khoom, uas txhais tau hais tias nws pib hom ntawm no yuav muaj kev xav ntau ntxiv thiab cov neeg muag khoom yuav tsum tau ua haujlwm nrog lawv ua ke. Cov neeg muag khoom nyob hauv lwm lub tebchaws yuav tsis ua raws li lub sijhawm ntawm kev txhim kho cov khoom hauv zos, "nws hais ntxiv.
Outlook
Tom qab muab nws cov kev xav ntawm kev lag luam toj roob hauv pes tam sim no, Hui qhia nws qhov kev xav ntawm e-booster sector.
"Peb ntseeg tias kev txhim kho cov khoom lag luam Brake-by-Wire yog txav mus rau hauv ob qho kev qhia, kev sau npe-raws li, lub hauv paus tswj kev tsim qauv lossis kev sib txawv, kaw-rau-lub-log ib qho," Hui hais tias Leekr tab tom tshawb fawb txog cov txheej txheem uas muaj. ntawm plaub units ntawm EMB (Electro-Mechanical Brake) thiab npaj yuav mount lawv ntawm plaub lub log. Qhov no yuav ua kom zoo dua braking efficiency thiab cov nqi siab dua.
Leekr qhov kev txiav txim siab rau thawj koom ruam ntawm ob yam khoom qhia txog lawv txoj kev ntseeg siab hauv E-braking kev ua lag luam. Raws li IHS Markit, qhov kev thov rau electro-hydraulic nres system yog kwv yees yuav luag ob npaug ntawm 2021 txog 2023. Thiab lub lag luam e-booster yuav nyob rau hauv ntau tshaj $ 7 billion hauv 2026. Kev ua lag luam nyob deb ntawm saturation. Electro-hydraulic brake system tau kwv yees tias yuav loj hlob los ntawm 13% kev lag luam sib koom (tawm ntawm tag nrho cov nres nres ua lag luam) hauv xyoo 2021 txog li ntawm 29% hauv tsib xyoos.
Txoj kev mus rau Globalization
Raws li tus thawj coj loj uas ib zaug ua haujlwm hauv lub tuam txhab thoob ntiaj teb, Hui muaj lub hom phiaj xav tau. Leekr tau teem sijhawm los tsim cov khoom lag luam hauv chassis ntau dua thiab vam tias yuav muag lawv txawv teb chaws. Txawm hais tias Leekr qhov pib tsuas yog ib xyoos dhau los, lub tuam txhab muaj cov phiaj xwm qhia meej kom ua tiav qhov ntim ntau lawm, thiab ob txoj kab ntau lawm yog npaj rau chassis domain controller thiab Steer-by-Wire khoom. Nws npaj yuav siv cov nyiaj tau los ntawm cov nyiaj txiag yav dhau los los tsim ib tsob nroj hauv Shanghai uas tuaj yeem tsim tau 300,000 DHB/IHB cov khoom txhua xyoo. Los ntawm lub thib ob ib nrab ntawm lub xyoo no, lub tuam txhab yuav muab lub thib ob thiab thib peb ntau lawm kab mus rau hauv lub lag luam, noj tag nrho cov peev xwm ces mus rau 0.9 rau 1.2 lab units ib xyoo.
Hauv qab
Ntau tus neeg tsim khoom hauv Suav teb tau koom nrog pawg ua lag luam los muag cov khoom lag luam thoob ntiaj teb, feem ntau nyob hauv Shanghai thiab thaj chaw ib puag ncig.
Ntawm thaj av ntawm Shanghai Free Trade Zone, cov neeg ua haujlwm tsis khoom sib sau ua ke Tesla tsheb lossis thauj lawv mus rau cov neeg thauj khoom. Cov tsheb no tau nruab nrog cov roj teeb ua los ntawm CATL lossis BYD. Lub sij hawm yuav qhia seb Tesla Shanghai yuav xa tawm cov tsheb uas muaj ntau "Ua los ntawm Tuam Tshoj" cov khoom xws li Leekr lub tshuab braking.