Market and Enterprise Research Report of High Voltage Distribution Box (PDU) for New Energy Vehicles, 2023-2027
Release time:
2021-11-12
Electric vehicle high-voltage distribution box (referred to as "PDU"), also known as "high-voltage distribution box", "high-voltage distribution unit", "central distribution box", "high-voltage distribution cabinet" and so on.
If the high-voltage electrical appliances of electric vehicles, such as motor controllers, air conditioning systems, DC-DC systems and charging systems, are directly connected to the power battery, it will cause the power battery wiring harness to be messy, which will increase the cost and occupy the space of the vehicle, and increase the safety hazards of the vehicle. Therefore, the electric vehicle needs to increase the high voltage distribution box to distribute the high voltage of the power battery power supply.
A list of consulting data shows that in 2022, the market size of China's new energy vehicle PDU will be 16.44 billion yuan, and it is estimated that by 2027, the market size of China's new energy vehicle PDU will reach 25.76 billion yuan.
At present, the domestic new energy vehicle high-voltage distribution box participating enterprises mainly include the following categories: 1) electric vehicle power distribution system core component enterprises, such as high-voltage connectors, wiring harnesses, high-voltage relays/contactors and other enterprises; 2) new energy vehicle motor electric control and vehicle power supply enterprises, such as Huichuan Technology and Xinrui Technology; 3) power battery related enterprises, such as Ningde Times, etc.; 4) Main engine factory, this type is mostly a host plant holding company or a strategic cooperative enterprise.
PDU enterprises are mainly related parts enterprises, such as connectors, OBC, wiring harness and other enterprises. In the early stages of the development of the new energy automotive industry, these companies dominated the PDU market. At present, the integration trend of DCDC, on-board charger and high-voltage box of electric vehicles is becoming more and more obvious. With the deepening of the integration degree of high-voltage power distribution system, the demand of vehicle manufacturers for overall solutions is also increasing. Other high-voltage components and controller enterprises have also developed PDU products one after another, such as electric drive enterprises, charging equipment enterprises, power battery system enterprises, etc.
In this context, the high-voltage distribution box market competition will be more intense, but also will break the existing market structure, the enterprise ranking will be re. In addition, integrated products require higher R & D capital investment compared to a single product model, which can only be done by larger companies in the industry. The trend of integration has also caused the reshuffle, merger and reorganization of parts enterprises to a certain extent.
In the medium and long term, as the industry enters a mature period and market competition intensifies, the wave of industry consolidation will enable competitive companies to survive, while other companies will be acquired or eliminated, and companies in the industry will gradually decrease until the market The pattern is stable.
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