NEW ENERGY VEHICLE DEVELOPMENT IN CHINA - A CHINESE E-DRIVE SUPPLIER S PERSPECTIVE. Xingyi Xu Shanghai Dajun Technologies, Inc.

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1 NEW ENERGY VEHICLE DEVELOPMENT IN CHINA - A CHINESE E-DRIVE SUPPLIER S PERSPECTIVE Xingyi Xu Shanghai Dajun Technologies, Inc.

2 Outlines 1 Revolution in Auto Industry 2 NEV Development in China 3 Opportunities and Challenges for Chinese edrive Suppliers 4 Dajun Introduction Paper # (if applicable) 2

3 Auto Industry Is Experiencing a Revolutionary Change Electrification Intelligent Connectivity Sharing 3

4 Redefine Auto Industry Simplified EV Powertrain would facilitate: Standard and modular power chassis Personalized car body, interior and driving experience Broader Opportunity for Vehicle OEMs Personalized products and better consumer experience Value-added services during the entire vehicle life Better Opportunities for Suppliers to Implement Large-scale Automated Production of Standardized Powertrain Components 4

5 Redefine Fueling System With the increasing use of plug-in vehicles, as well as the continuous improvement of battery and fuel cell technologies, electricity is becoming more and more important energy form for transportation; The batteries in new energy vehicles can play the role of energy storage components for distributed, intelligent renewable grid systems; Charging devices (including vehicle-mounted charging apparatus) will have a vast market prospects. 5

6 China EV/HEV Development History EV/HEV Population 100 s 10,000 s 0.5 Million 5 Million Policies to Sustain NEV Market Growth CAFC and ZEV Credit Regulations Charging Infrastructure Promotion Road-right and Other Incentives Subsidies to Kick-off NEV Market Subsidies to OEM for NEV vehicles sold Public Demonstration Programs 10-city/1000-vehicle( 十城千辆 ) Source: DAJUN Analysis Technology Development (863 Program)

7 NEV Technology Development in China R&D: 3X3 Technology Matrix 2010 Commercialization Focus: E-Powertrain BEV PHEV FCV Intelligent EV Control Theory Powertrain Control Algorithms and Chips Power Electronics Motor Control Energy Efficiency Electro-chemistry Batteries and BMS Density and Safety Infrastructure Standards Validation Tests Demo Programs 7

8 Roadmap by Chinese MIIT Goals Major Milestones Mature and sustainable innovation capabilities and competitive NEV component industry Energy-saving Vehicles Carbon emission for auto industry peaks around 2028 NEVs become mainstream products, achieving electrification Technology innovation and wide application in Intelligent and Connected Vehicles (ICVs) NEV ICV CAFC: 5L/100km Market Penetration: 7% Partial Autonomous Vehicle Market Penetration: 50% 2020 年 2025 年 2030 年 CAFC: 4L/100km Market Penetration: 15% Hi-level Autonomous Veh. Market Penetration: 15% CAFC: 3.2L/100km Market Penetration: 40% Fully Autonomous Vehicle Market Penetration: 10% Sources: Technology Roadmap for Energy-saving and New Energy Vehicles, by Chinese Ministry of Industry and Information Technology, 2016 Paper # (if applicable) 8

9 Chinese Central Government Subsidies for NEVs (2018/2) Cars Buses Veh type EV 150 R <200 Subsidy by EV Ranges(kRMB/Car) 200 R < R < R <400 R 400 LargeSAE Commercial INTERNATIONAL R / PHEV/REEV / 22 Delivery Trucks and Special Vehicle Subsidy by Battery Size( /kwh) 30 kwh 30~50 kwh >50 kwh Upper limit (krmb/veh.) Vehicle type FCVs Subsidy by FC Power( /kw) Upper limit (krmb/veh.) Cars Light Duty Commercial Subsidy standards ( /kwh) EV Buses (Non quick charge) EV Buses (Quick charge) PHEV/ REEV Buses Multiplier Battery Density (Wh/kg) > Ekg (Wh/km-kg) < The charging rate 3C-5C 5C-15C >15C Fuel-saving rate 65% 60%- 65%- 70% >70 % Upper limit(krmb/veh.) 6<L 8 m 8<L 10 m L>10 m

10 China s Subsidies for NEVs Progressive Changes Range Ekg Battery Density Fuel Savings for PHEV Cars Buses EV Buses Buses Cars Cars EV 100km PHEV 50km EV 150km PHEV 50km EV 100km PHEV 50km EV 200km PHEV 50km EV 150km PHEV 50km EV 200km PHEV 50km % Wh/kg Wh/kg Non-EV Fuel Consumption 70% CAFC 115Wh/kg Buses 40% 60% Ekg: Energy consumption per kilogram payload per kilometer Wh/kg: : : : %: %: 1.0 Up Limit of Subsidies for NEV Cars (krmb) Type Range Change EV Cars PHEV Cars Up Limits of Subsidies for EV Buses (krmb) Type Length(m) Change EV Buses 100 R< % 150 R< % R< % 250 R< R< % L< L< % 8 L< % 10 L< L % 350 R 50 14% 50 R % % 10

11 Chinese Government Incentive Regulations CAFC ZEV Credit Year W Factor 2016/ / L 10L 10L 10L 10L 10L 5L/100KM 1.6L 10L 10L 10L 10L 10L 5.8L/100KM 11

12 China NEV Market Growth Source:China Association of Automobile Manufacturers 12

13 China Is Leading EV Development in the World Huge total market with a large variety of segments Car-sharing in large cities vs. personal cars in the countryside; Light duty commercial vehicles with various specialties; Heavy duty E-trucks; etc. Worldwide NEV Sales in 2017 Ranking Country Total sales Proportion 1 China % 2 Japan % 3 USA % 4 Norway % 5 France % 6 Germany % 7 England % 8 Korea % 9 Holland % 10 Canada % Source: Marklines Source: Perspective research institute Paper # (if applicable) 13

14 E-Powertrain is the Strategic Technology Focus for China Increasing emission concerns, especially in cities; Flexible energy sources for transportation; Simple and easy technology that matches with the current capabilities for Chinese auto industry; Natural combination of EV and Autonomous Vehicles; Battery and charging infrastructure are limiting factors Source:China Association of Automobile Manufacturers Paper # (if applicable) 14

15 PHEVs Deserve More Attention Given the choice, PHEVs would be preferred by Chinese consumers today; PHEV challenges: engine and transmission technologies; Chinese OEMs plan to develop PHEVs to satisfy both consumer needs and government regulations; Source:China Association of Automobile Manufacturers 15

16 Comparison of NEV Powertrains EV: Simple Easy to implement standardized and modular design Suitable for autonomous drive Suitable for V2G integration Limited by battery and charging infrastructure PHEV: Proven technology Can meet consumers needs Complicated system Requires in-depth capability of engine, transmission and integration Long PD cycle High cost REEV: No range limit Superior emission Simple, compatible with China s Industry capability Seamless transition to EV and FCV Fuel economy is slightly inferior to PHEV at high speed cruising FCV: H2 is expected to be the future energy source Current R/D focus Rapid progress achieved in reliability and cost Need relatively long development time due to H2 infrastructure EV vs. PHEV in China? 16

17 China Auto Market Forecast: k units 17

18 China NEV Market Forecast: ,000,000 14,000,000 12,000,000 10,000,000 8,000,000 14M units Delivery trucks Bus B/+ 6,000,000 4,000,000 2,000, A A0 A00 18

19 Foreign OEMs Accelerate Penetration into Chinese NEV Market Market penetration of foreign brands is on the rise,the cumulative sales in 2017 accounted for 23% (including HEV) Source:China Association of Automobile Manufacturers 19

20 Competition Landscape for Motor & Power Electronics Suppliers Accumulation of auto experience Established Suppliers Quality Systems Newly established supplier Companies Supply Chain R & D capabilities Industrial suppliers transition into automotive business Scale of the Company 20

21 Challenges for Chinese NEV Suppliers Chinese suppliers lag their foreign competitors in following areas: Automotive application experiences Product development capabilities Core components such as IGBTs and high speed gearbox/ transmission Intelligent and high quality manufacturing technologies Systemic management compatible with automotive industry 21

22 Opportunities for Chinese edrive Suppliers Huge NEV market with large varieties of segments opportunities to develop products most suitable for Chinese market; Close relationship with Chinese OEM and end users; Strong government support; Readily available capitals; Adequate supply chain with low cost capabilities; More available rare earth material for PM motors. Paper # (if applicable) 22

23 Dajun Company Overview Mission: To provide green powertrain for people s mobility. Established Employees Main Business 600 (35% Technical Staff) Motor Drives for EV/HEV 23

24 Dajun Design Capabilities モータ解析 応力解析 構造設計 電気回路分析 モーダル解析 熱解析 edrive 系统状态控制 电机控制 与整车等外部控制单元交流 在线诊断与保护 力矩安全功能 系统调度 EEPROM 信息管理 SVPWM Bootloader 功能支持 COM 标定管理 CCP DCM TP Watch dog 管理 硬件抽象层 硬件驱动 EEPROM SPI ADC STM I/O GPTA Watch Dog CAN 24

25 Test Capabilities Durability Dyno Temperature & Power Cycling Temperature/Humidity Cycling Vibration/Temp/Power Cycling Motor Submerge Controller Submerge Shock Test Temperature Shock Salt Spray EMC Noise 25

26 Manufacturing 26

27 Dajun Product Lines Passenger Car 25KW-150KW Micro Compact Midsize/MPV EV Motor / Inverter PHEV Dual Motor Electric Drive Unit 27

28 Dajun Product Lines Buses/Commercial Vehicles 50KW-250KW Delivery Vehicles 6-7 m Vans Buses (8m and above) 3-in-1 Controller NA301 5-in-1 Controller NA501/NA165 Direct Drive E-Axle EDU Range Extender Direct Drive Motor+ 2 Spd Trans. Range Extender 28

29 Dajun Customers Passenger cars Commercial Vehicles 29

30 Future is Here 30

31 Thank you for your Attention Dr. Xingyi Xu Shanghai Dajun Technologies, Inc. 31