What are the latest trends in the BDU market for vehicle high voltage and battery integration?

According to agency data, the global battery pack disconnect unit (BDU) market will be about $15.33 million in 2022, with a CAGR of 22.1 percent in the next six years and $6.966 billion by 2029. The Asia-Pacific region is the largest market, accounting for about 69%. As the largest new energy passenger car market in the Asia-Pacific region, China's contribution and influence on the BDU market is self-evident.

As an important component of battery pack, with the evolution of passenger cars in the Chinese market to high pressure, and the trend of power batteries to high integration, extreme cost reduction, high safety, etc., the demand for BDU components in vehicle manufacturers has also changed.

NE era research found that relevant enterprises began to integrate BDU with other components, separate liquid cooling, and modular, standardized design, pay more attention to safety, in the 800V trend, the BDU voltage, current level, as well as the complexity of electrical conditions and other indicators have higher requirements.

In the supply market, car companies, battery companies, and third-party suppliers are all involved, and the market concentration of third-party suppliers is high.

Cost composition of each component

Vehicle-mounted BDU(Battery Disconnect Unit), a battery pack disconnection unit, is integrated in the battery pack and includes components such as relays, fuses, pre-charge resistances, current sensors, etc. A plastic shell is used as the structural support, a copper bar is used as the through-carrier medium for high current, and a cable or PCB is used as the through-carrier medium for low current and communication control signals.