So the question is, which suppliers are supplying Tesla? Which domestic suppliers have participated in the Tesla model? What about the supply of 3? Below, we can clearly see the current domestic Tesla models? 3 supplier composition system of each system. The picture divides Tesla's supply chain system into seven parts, in which the lithium battery is purchased by Panasonic, and the cathode materials are Sumitomo Chemical, Shanshan and Luoyang Copper. The cathode materials are Hitachi Chemical, Tianqi Lithium Industry and Ganfeng Lithium Industry.
As can be seen from the above figure, at present, domestic suppliers are mainly concentrated in powertrain system, central control system and charging system, but in the core supply chain, the participation is not as high as the outside world imagined. At the same time, you can also see BMS's battery management system, Autopilot autopilot system, system assembly, brake system and so on. They are all independently developed by Tesla and have their own unique patented technology. In the field of pure electric vehicles, the core technologies are still the management of power batteries (including technical support for the application of super charging technology) and automatic driving. If domestic new energy main engine plants want to occupy the commanding heights of new energy technologies, they should focus on the layout of these two technologies.
summary
At that time, the China government gave great preferential policies to introduce Apple into China, which greatly improved the supply chain of domestic smart phones and promoted the rapid development of domestic mobile phones, such as oppo, vivo and Huawei. Now Tesla is launched for localization, and Bian Xiao feels the same. The localization of Tesla can help China to quickly improve the supply chain system of smart electric vehicles, thus promoting the development of smart electric vehicles in China.
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This article comes from car home, the author of the car manufacturer, and does not represent car home's position.