Chips and battery swaps displayed by Wuling at the Hainan Conference

This time, Wuling showed a lot of things at the Hainan New Energy Conference, mainly divided into three parts: domestic chips, power exchange, and the large iron-lithium cylinder made by Ningde for Wuling. I think in the field of A00-level BEVs, Wuling has thought of a lot of countermeasures for the market after 2022, and the combat potential is explosive.

1. The story of domestic chips

Wuling’s “strong core” strategy, to put it simply, is to import domestically designed (manufactured and packaged and tested) chips as soon as possible under the current chip shortage conditions, which is very important for Wuling’s future survival. Under the test of lack of chips, the most uncomfortable one is Tier 1 (deprived of survival qualifications) who cannot get chips, and the other is car companies that cannot afford chips. Therefore, this time Wuling has launched “independently developed” computing chips, and is also trying to make breakthroughs in 5G communication chips, memory chips, energy chips, artificial intelligence chips and other fields to speed up the pace of localization of chips.

Take a closer look at this Wuling KF32A150MQV, which is a product of Chip ON Shanghai Xinwangwei. I first started talking about this in March of the first half of the year, and then the domestic Tier 1 automotive electronics company came to help Wuling do the work of producing chips nationwide.

Remarks: Wuling has other chip suppliers. We will talk about it when we get the nationally-made VCU and BMS.

Chips and battery swaps displayed by Wuling at the Hainan Conference

Figure 1 Wuling’s domestic chip and Xinwang Micro are cooperating

At present, the ChipON 32-bit MCU selected by Wuling, this series is mainly used in the body, including touch panels, sunroofs, automotive fans and so on. On the whole, there are more 8-bit MCUs in China, and this time Wuling imported 32-bit MCUs. This type is widely used in the field of automotive electronics, and more applications are in ECUs with slightly complex node control and functions or strong requirements for functional safety. According to whether functional safety is required, it can be divided into three application categories: non-functional safety and ASIL-B and ASIL-D.

Non-functional safety components are mostly derived from body control and vehicle ECU, such as seats, air conditioning panels, lighting control, Tbox, OBC, vehicle wireless charging, vehicle Display co-controller, etc.

ASIL-B level functional safety applications are more automotive body control, such as BCM, air conditioning power supply, power management, BMS, instrument panel control, headlights, etc.; sometimes non-functional safety and ASIL-B application scenarios There will be a slight overlap, mainly depending on how the OEMs do the regulations.

ASIL-D functional safety applications belong to strong functional safety applications: from automotive airbags, brake ABS, ESP; to electric drive, battery pack BMS, gearbox and three-electrical systems (VCU, MCU, BMS). The MCU manufacturers that can provide D grade mainly include Infineon’s TC series MCU and Renesas’ RH850 series MCU, as well as NXP’s latest S32K3 series MCU.

Chips and battery swaps displayed by Wuling at the Hainan Conference

Figure 2 Typical application of K32A 15x

2. The progress of battery replacement and cylindrical battery import

The thing that surprised me the most about Wuling was the release of the smart miniature battery swap technology for new energy vehicles and related swap stations.

Wuling Smart Micro Swap Station, due to its small battery and small overall footprint, can be expanded and flexibly configured with multiple power storage compartments. When replacing the battery, it can be accurately identified through visual recognition and laser positioning technology, and the battery replacement time is very short.

Chips and battery swaps displayed by Wuling at the Hainan Conference

Figure 3 Wuling’s replacement power station

This approach is a bit like the first optimization done by Hangzhou State Grid on the Kandi battery swap version. If a vehicle-electric separation is done on a miniature electric vehicle, this is similar to an electric bicycle, and it can really increase the penetration rate of electric vehicles by 5% (1 million)-10% (2 million).

Chips and battery swaps displayed by Wuling at the Hainan Conference

Chips and battery swaps displayed by Wuling at the Hainan Conference

Figure 4 Fully automatic micro-swap station

It is also worth noting that the landing of the iron-lithium cylinder at the A00 level is very fast, as shown below.

Chips and battery swaps displayed by Wuling at the Hainan Conference

Figure 5. Weird heating film used here

Summary: I think Wuling’s approach is still very fast and aggressive. I think this approach is instructive at every level.

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