Over the years, if you want to ask who is the absolute king of the new energy vehicle market, Musk must be the person with the highest votes, just recently Musk wants to teach the century-old car companies to build cars The topic has been hotly discussed by the market again, what kind of medicine is Musk's gourd to sell?How do we analyze this?
1. Musk wants to teach century-old car companies to build cars?
According to a report by Titanium**, if you say, what is Tesla's most famous traffic model?It must be the Cybertruck, which has gone through four years of countless ticket jumps.
At the Cybertruck delivery event a few days ago, Musk finally showed more details about this pickup. Stainless steel exoskeleton body, strong cargo carrying capacity, linear turning ability, 000 kilometers acceleration 27 seconds, and there was even a section of the Cybertruck towing the Porsche 911 at the press conference. I have to say that it depends on Musk for the whole job.
And the heat is fermenting, as well as the various black technologies that Tesla has prepared for the Cybertruck this time. One of the technologies that has been the subject of much discussion in recent days is the 48V electrical architecture, which is being installed for the first time on the Cybertruck.
Interestingly, Musk also published the system design diagram of the patent, and intimately presented a "instructions for use" to major car manufacturers. Subsequently, Ford CEO Jim Farley also expressed his gratitude to Musk for this and spoke highly of the behavior being good for the entire automotive industry.
According to a report by Qianzhan Network, Musk emphasized in the interview that his companies will not engage in monopoly, on the contrary, they encourage competition and innovation. We could have built a wall, but we invited them to come in and accelerate humanity's move towards sustainable energy, Musk said. Tesla has open-sourced all its patents, which can be used by anyone for free. They offer their charger technology to other manufacturers for free.
In fact, Tesla has always adhered to the open strategy, from opening up supercharging, opening up three-electric technology, opening FSD, until now directly opening up the design and engineering documents of the first generation of vehicles. At the same time, some people wonder: isn't Tesla worried about being overtaken by competitors?To this, Musk's answer was: "If someone makes an electric car that is better than Tesla, so that we can't sell the car and end up bankrupt ......."I've always felt like this is a good thing for the world. ”
In the earliest days, when the car first appeared, there was actually no electrical system, and older car lovers should still have an impression of the hand-cranked start of the old Jiefang car. It wasn't until 1918 that people began to install 6V electrical systems in automobiles, and at that time these 6V were mainly used to ignite engines. Subsequently, in the 50s of the 20th century, the system was upgraded to 12V, that is, a 12V on-board battery was used to power lighting, in-car entertainment, electronic control units and other low-power electronic devices.
Until today, although the main power battery of electric vehicles has been upgraded with a high-voltage system, many auxiliary battery systems other than the main power battery system are still stuck at 12V.
2. What kind of medicine is sold in Musk's gourd?
Tesla CEO Elon Musk recently said that he plans to teach Ford how to build 48V technology for electric vehicles. This remark has attracted wide attention and discussion in the industry. So, what kind of medicine is sold in Musk's gourd?
First, traditional 12V systems have become increasingly difficult to meet the needs of the market. For the past 70 years, 12V battery-powered systems have been the mainstream choice in the automotive industry. In the pre-smart car era, this system mainly supplied power to the on-board entertainment facilities, and its performance and efficiency could basically meet the daily use needs of the vehicle. However, with the progress of science and technology and the acceleration of the trend of intelligence, the car is no longer just a means of transportation, but has become a mobile terminal integrating driving, entertainment, communication, navigation and other functions.
In the era of smart cars, it is clear that the traditional 12V power supply system can no longer meet the growing power demand. A variety of intelligent devices in in-vehicle systems, such as advanced driver assistance systems, infotainment systems, electric power steering, electric compressors, etc., all require higher power**. In addition, with the spread of electric and hybrid vehicles, the requirements for the power system have increased significantly.
Secondly, from 12V to 48V is also the general trend of the market. The use of 48V power supply system is of great significance for new energy vehicles, on the one hand, the efficiency improvement brought by voltage upgrades, Musk's 48V power supply system by increasing the voltage, so that under the same power demand, the required current is reduced. This change not only reduces losses in the power transfer process, but also reduces the operating temperature of the system. Theoretically, higher voltages mean less current, which can reduce the need for wire diameters and allow the use of thinner wires. This not only saves the weight of the vehicle, but also helps to reduce manufacturing costs.
On the other hand, to meet the challenges of intelligence and comfort, with the increase of on-board equipment and the improvement of intelligence, the traditional 12V battery-powered system has been difficult to meet the growing power demand. The carrying capacity of the 12V system is close to the limit, and the emergence of the 48V system fills this gap. Higher voltage platforms mean stronger power output capabilities to meet the increasing demand for intelligent and comfortable experiences in in-vehicle systems.
What's more, the impact of the 48V power supply system on the industry is also very far-reaching, from the perspective of improving the user experience, the stronger power output capacity brought by the 48V power supply system will provide more stable power for on-board equipment**, thereby improving the user's driving experience. For example, a more powerful sound system, a smoother in-car internet connection, and more will all be possible. From the perspective of environmental protection and energy saving, the higher voltage platform helps to reduce the loss in the process of power transfer, thereby improving the energy efficiency. This improvement not only helps to reduce the carbon emissions of automobiles, but also meets the urgent global demand for environmental protection and energy conservation.
Third, the reason why Tesla chose to disclose the patent is actually a conspiracy. The development of the market is often affected by a variety of factors, including both objective economic laws and subjective human factors. In this context, Tesla, as an innovative automobile company, is trying to promote the development of the entire automotive industry through its own schemes. This conspiracy is to teach other car companies how to build cars in order to achieve the integration and promotion of the industrial chain.
On the one hand, the reason why Tesla wants to teach car companies to build cars is because the market has not agreed on the future of the automotive industry. Although 48V voltage systems are seen as the future of the automotive industry, there are still fewer models using this system at the moment. As a result, Tesla will have to pay high costs for basic market education and infrastructure construction when promoting this new technology. However, if more car companies join it, Tesla can greatly save market costs and achieve economies of scale.
On the other hand, the automaker industry generally relies on third-party vendors, while traditional automakers have been slow to fully adopt the 48V architecture. Third-party manufacturers are naturally reluctant to produce supporting components for new system voltages, because this requires a lot of R&D resources and funds, and the market prospects are not clear. However, if more car companies are willing to join Tesla's camp, it will undoubtedly help Tesla truly realize the integration and promotion of the industrial chain. This is because more demand will prompt third-party manufacturers to increase R&D efforts and produce more supporting components that meet the new system voltage, thereby promoting the rapid development of the entire industry chain.
Fourth, how should the old car companies choose?In the face of Tesla's challenges and innovations, established car companies are undoubtedly facing difficult choices. On the one hand, they have deep technical accumulation and brand influence, and may be resistant to changing existing models and learning new things Xi. On the other hand, Tesla has already occupied the commanding heights in the market, and its leading position in electric vehicles and intelligent technology cannot be ignored.
In this case, the established car companies need to weigh the pros and cons and consider whether to learn from Tesla Xi and adopt a 48V power supply system. While this may mean investing significant resources in R&D and retrofitting in the short term, it may be necessary in the long term to remain competitive and adapt to trends in the automotive industry.
Tesla's launch of the 48V power supply system is actually promoting the technological upgrading and industrial transformation of the entire automotive industry. This is both a challenge and an opportunity for established car companies. If the established car companies can seize this opportunity and actively embrace new technologies and new models, then they may be able to regain their commanding heights in the future competition.
Therefore, Musk's 48V power supply system is not only a technological innovation, but also an innovation in market strategy, through its own strategy to lead the industry standard, Tesla not only improved its competitiveness, but also pushed the development of the entire automotive industry, which is why Musk must be public.
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