How is the demand for new energy vehicle motors due to the increasing application scenarios? (2)

Comfort aspects of new energy vehicles

Electric massage seats

With the intelligentization of electric vehicles, the application scenarios of micro motors other than driving motors are also constantly increasing. It is worth noting that in order to pursue comfort, the seat functions of new energy vehicle seats are very complete, and the design is becoming increasingly intelligent, using more and more motors. For example, the Roewe iMAX8 EV, which was released in May this year, has a very comprehensive seat function with electrically adjustable windows. In terms of electric seat adjustment, seat ventilation and massage, the more luxurious and high-end models are, the more micro motors are used. High end new energy vehicle seats not only have ventilation and massage functions, but also all seats in the car. It is understood that electric massage seats require at least 5 micro motors. According to the predicted sales of new energy vehicles by the China Association of Automobile Manufacturers in 2023, the demand for micro motors for electric massage seats is 45 million units. Micro motors have a great market in the field of automotive massage seats.

In terms of new energy vehicle body design

Hidden door handle

In addition, in terms of body design, in order to enhance the aesthetics and usability of the vehicle, new energy vehicles have made improvements in body design. Many new energy vehicles have applied hidden door handle solutions, such as the NIO ET7, which hides the traditional exposed door handles. The hidden door handles of this model adopt a fully pop-up method, and when the vehicle senses the key, it will automatically open, start or lock, The door handle will automatically retract, which to some extent adds anti-theft function.

The hidden door handle motor is usually a low-power micro drive motor. There are 4 hidden door handles in a new energy vehicle. According to the predicted sales of 9 million new energy vehicles in 2023 by the China Association of Automobile Manufacturers, the demand for hidden door handle micro motors in 2023 is 36 million units.

Electric side door opening, electric tailgate

More and more intelligent electric vehicles are equipped with electric side door opening and electric tailgate functions. It is understood that the models of sideslip cars include Buick GL8, Tesla ModeXL, L Odyssey, Allison, Alphard, and GAC Trumpchi M8, among others. The design of electric side door opening is beneficial for improving the convenience of getting on and off, as well as meeting parking space requirements. The advantage of an electric tailgate is that the driver can operate the opening and closing of the tailgate through the remote control key. In addition, it also has functions such as intelligent anti pinch and high memory. Like the motor used for concealed door handles, the motor used for electric side door opening and electric tailgate is also a micro motor. There are approximately 3 micro motors used for electric side door opening and electric taillights. According to the predicted sales volume of 9 million new energy vehicles by the China Association of Automobile Manufacturers in 2023, the demand for micro motors for electric side door opening and electric taillights is 27 million vehicles.

As new energy vehicles become more high-end, intelligent, and convenient, their configured motors are bound to achieve rapid growth. As upstream motor companies, they should adapt to the situation and adjust their production situation based on analysis and prediction.

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