As a key component of vehicle thermal management, traditional fuel vehicle refrigeration is mainly achieved through the refrigeration pipeline of the air conditioning compressor (driven by the engine, belt driven compressor), and heating is achieved through the heat emitted by the engine cooling water.
With the upgrading of the new energy power system, the traditional belt drive compressor has also been upgraded to an electric scroll compressor, which is driven by a power battery. At the same time, some car companies began to introduce heat pump air conditioning, with electric compressors, to provide more efficient cooling and heating management for the vehicle.
The compressor is the heart of the automobile air conditioning refrigeration system, which plays the role of suction, compression and circulation pump. It is mainly to suck the refrigerant from the low pressure side, compress it, and increase its temperature and pressure. Then pump into the high pressure side and repeat the cycle.
Generally, the mainstream automotive air conditioning compressors are mainly divided into three categories, which are scroll compressors, piston compressors and electric compressors, of which the first two categories are applied to fuel vehicles, and the last category is applied to new energy vehicles.
In 2023, the TOP10 suppliers of pre-installed standard air conditioning electric compressors in the Chinese market (excluding import and export) accounted for more than 90% of the share, among which Fodi, Oteja, and Japan's Sanelectric (Hisense Holdings) ranked the top three. Our product Posung compressor also with the continuous improvement of technology, the market share is getting higher and higher, especially in Europe, America and South Korea and other high-end markets have been recognized.
At the same time, different kinds of compressors are divided into different kinds of products according to different technical parameters such as cooling capacity, speed and voltage range. In the past, foreign suppliers mainly occupied the main market of medium and high-end fuel vehicle compressors, including Valeo, Japan Sanelectric, Denso, Brose and so on.
With the rapid growth of the new energy vehicle market, the electric air conditioning compressor market has become a new growth main force, especially with the deep integration of the vehicle thermal management system, electronic control of low failure rate, long life and low energy consumption put forward higher requirements.
Compared with the air conditioning compressor of traditional fuel vehicles, it is only responsible for the function of refrigeration in the cabin, and the compressor of new energy vehicles has become one of the cores of the vehicle thermal management system.
According to the general view of the industry, adjusting the cabin temperature only accounts for about 20% of the work of the electric air conditioning compressor, and the proportion of the three power systems accounts for about 80%. It mainly serves the power battery, followed by the drive motor, and finally the cooling and heating functions of the cockpit (heat pumps are also being introduced).
Among them, as the core indicator of electric air conditioning compressors, it involves many factors such as high-efficiency inverters and motors, high-performance noise and efficiency, and fast refrigeration performance, and ADAPTS to the needs of electric vehicle systems in terms of high voltage and high speed.
The continuous increase of the new energy market has also led to several suppliers having the opportunity to change the market pattern of traditional automotive air conditioning compressors. However, the white-hot competition situation in the market has also been further highlighted.
However, in recent years, the competition in the electric compressor market has also been intensifying, and the purchase price of some customers has declined. At the same time, industry consolidation has accelerated in recent years. At the same time, performance below expectations has become the norm in the industry.
Post time: Mar-29-2024