The integrated die-casting boom that has just subsided seems to be on the verge of moving again!With the news of the upcoming release of the Huawei M9, a revolutionary technology known as the 'Xuanwu body' has once again ignited the spark in the market. Do you think last year's craze is over?Wrong, because 'next year, the industry will blow out!'’
When Nezha Automobile and LK Group joined forces to announce that they would develop the world's largest 20,000+ tons of die-casting equipment, it not only means that it will surpass the die-casting machines currently used by Xpeng and Tesla, but also heralds a new era in the industry. Not only Nezha, but also old car companies such as Volvo, Volkswagen, and Mercedes-Benz are also accelerating their pace and following closely behind.
Let's first take a look at integrated die casting technology. It refers to the manufacturing process of combining multiple parts into one large part using a large die-casting machine, which can significantly improve the rigidity and torsional performance of the car body while reducing weight. The technology used in Huawei M9 is to die-cast 222 parts into 10 integrated parts under the action of a 9,000-ton die-casting machine, which greatly improves the performance of the body.
However, as demand increases and technology evolves, single-shot systems begin to show their limitations. That's why LK Group and Chery Automobile have jointly developed a dual injection system, a technological breakthrough that will further promote the development of the industry. Twin injection technology solves many of the problems of single injection, allowing for larger size integrated die casting, which promises greater weight reduction and cost-effectiveness.
So, what is the situation of the industrial chain?At present, the integrated die casting industry is dominated by several major equipment manufacturers and technology leaders, but with the maturity of technology and market demand, more companies and capital are pouring into this industry. With the introduction of new technologies and equipment, the industrial chain is also expanding rapidly, including raw material suppliers, parts manufacturers, and finally automobile manufacturers, all of which will benefit.
2024 is the first year of integrated die-casting technology, when new models will be launched, new technologies will be commercialized, and every link of the industrial chain will usher in unprecedented opportunities. If 2023 is the start-up stage of this industry, then next year will definitely be a year of explosion and volume.
So, what do you think about the future of this industry?Which link do you think will be the biggest winner?Share your views in the comment area, and let's work together to ** next year's industry blowout!