The syllogism of charging module competition: R & D, supply chain and capital
DC charging pile is the core of enterprise Bipin market ability. It may be difficult for a truly national scale enterprise, such as a large-scale manufacturer like household electrical appliance enterprises. There may be a bunch of local charging companies appear, there may be several national OEM giants, especially contemporary information and logistics are developed; charging module of enterprise competition is the pure internal strength, leaving only several enterprises. The charging module is like the compressor in the air conditioner, and in my opinion, there is a higher technical threshold. Many players play not to know the depth of things after a few will stop at the first stage of the competition: product development had not closed. "Power electronics industry especially high power AC/DC power supply industry to make capital prohibitive is that it is not entirely dependent on capital, it depends on the craftsmen and builders of the heart."
Charging module, or the reliability of all electronic products, from the big side, mainly in three aspects, the design of the principle of the problem, made of technical problems and incoming quality control problems. The first problem brings the failure rate easily over 3/1000. At present, the failure rate of the charging module is generally over 3/1000, and the problem is that many problems of the principle of the frying machine are not solved by the charging module manufacturers of the second level. Companies that are unable to solve the problem of bulk blasting can only quit the market.
Some of the big firms that quit may not be able to get through the first hurdle: frequent blasting machines, but they can't find the root of the bomb. Can not afford to pay, after-sales service can not stand, only retreat. How to reproduce after blasting machine to find out the root cause? If it's only process problems and incoming problems, it will be easier, because it's easy to find out the root cause, and the probability is not too great. Of course, large quantities of bad materials will also kill individuals. However, the principle of the working conditions related to the machine, in the case of the instantaneous machine can not be reproduced in the laboratory, the problem is troublesome. At present, there are not many of the charging module enterprises that have solved the root cause of all the problems. Next, is that several enterprises will compete into second stages: the ability of the supply chain competition, or the cost of the competition, in the course of the second phase also includes the upgrading of product cost reduction brought about by the revolutionary and the first phase of the competition, this is also related to the ability of research and development. Able to do 30KW, stabilize, reduce the price to XXX yuan / watts below the enterprise will win this brutal competition in the future of the market. Not natural cooling, not independent duct design, is now forced air-cooled 30KW. Because the cost of the module is part of the cost of charging pile, charging module increase other categories to bring the cost if improve the dustproof design greatly exceeds the cost of charging pile, the market would not choose the charging module of other categories. The market is smarter than we think, and it will make a choice.