Jia Xinguang: The prospects for new parts and components companies in the aftermarket are better than those of traditional companies

As the driving force of new energy vehicles, power batteries are expected to rewrite the global car industry and parts and components structure. An undisclosed war between OEMs, parts suppliers, and electronic device manufacturers is imminent.

If two years ago, a domestic automobile company stated that "the use of batteries to change the world" is still just wishful thinking, then just two years later, few people have doubts about this.

No matter whether it is hybrid power or pure electric vehicles, as the most realistic solution for new energy vehicles at the present stage, the roots of the competition are the focus of competition for new energy vehicles. The focus of competition for new energy vehicles falls on their driving core, the power battery. From this point of view, it is no exaggeration to describe the battery as the driving core of changing the world.

For this reason, more and more automakers will use batteries as the top priority in seizing new energy vehicles. All multinational corporations and some local manufacturers have already or are working on batteries as the top priority for the company in the future, or with allied electronic companies, or jointly developed between companies. Although the surface looks calm, in fact, an undisclosed war between automakers, parts suppliers and electronic device manufacturers has already begun.

Reshaping the global industrial structure

There is no doubt that in front of the new business opportunities, those companies that have already established a foundation in the research and development of power batteries will come to the fore and become the beneficiaries of this round of new energy industrialization. Industry insiders predict that this will also change the global auto parts supplier structure to some extent.

From the current point of view, most vehicle manufacturers rely on cooperation with parts companies and even traditional electronics companies to jointly develop vehicle-mounted batteries. Among auto parts companies, only Bosch, Continental Group, Magna, Johnson Controls, etc. maintain a large proportion of investment in the field of lithium batteries. Most other companies that will soon produce lithium batteries for automobiles are not included in the auto parts market. In this area where the potential is huge but unfamiliar, car companies mostly maintain industrial contacts through joint ventures or acquisitions.

According to Jia Xinguang, a well-known personage in the industry, the benefits of this move will not only reduce the risk and cost of individual companies, but also enable those non-vehicle lithium battery companies, including Toshiba, Samsung SDI, LG Chemical, etc., to have access to auto parts and components. In the field, Jia Xinguang told reporters: "The market prospect of these new entrants may be better than that of traditional parts companies."

Facts also roughly confirm this point. According to research conducted by Deutsche Bank, the companies that are most willing to cooperate in the development of automotive lithium batteries are: Janson Controls-Saft, a joint venture between Johnson Controls and Saft in the United States, and A1 invested by MIT and General Electric. Overview Picture Forum] 23 Series [Review Photo Forum] Unisys, AESC established by Nissan and NEC, established by Toyota and Matsushita's PEVE and LG Group's LG Chemical and other companies. Among them, PEVE, AESC and LG Chemical are among the most favored by the industry. forum

It is worth noting that these companies are either joint ventures between automotive companies and electronics companies, or branches of electronics companies. Toyota, Honda, and Daimler have used direct investment to produce batteries.

With the global automotive battery industry entering a period of rapid development, battery manufacturers compete fiercely for the market, cross-industry alliances will become more common, and vehicle manufacturers and parts suppliers may present a new competitive landscape.

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