The biggest difference between new energy vehicles and traditional fuel vehicles is that they use power batteries as the driving force. As an important link between battery packs, vehicle systems and motors, the importance of BMS battery management system is self-evident. BMS is a power battery pack. The core technology, small components contain great wisdom, and it is also the most concerned part of the whole vehicle enterprise.

小部件大智慧 新能源BMS行业综述0

BMS is part of the power battery system. In general, BMS is responsible for managing and maintaining each battery unit, preventing overcharging and overdischarging of the battery, extending battery life and monitoring battery status.

At present, the Asia-Pacific region has the largest market share in the global BMS market. It is predicted that with the development of new energy in recent years, the global BMS market will continue to expand in the next few years.

小部件大智慧 新能源BMS行业综述1

The market is so hot that cost control is very important. In the cost structure of the battery system, the battery pack occupies the majority, about 67%, while the BMS system occupies the second largest share, about 20%.

It is worth noting that the current BMS price is at a high level due to the lack of mature BMS technology and the lack of large-scale production. In the future, with the maturity and mass production of circuit board and chip technology, the price of BMS will show a downward trend.

小部件大智慧 新能源BMS行业综述2

Compared with the three-electric technology, BMS is not very mature. As one of the key technologies of electric vehicles, BMS has been greatly improved in recent years. Many aspects have already entered the practical application stage, but some parts are still not perfect, especially in terms of data reliability, SOC estimation accuracy and safety management. Need to be further improved and improved.

Specifically, the battery management system estimates the remaining capacity (SOC) of the battery by detecting the voltage of the battery, the charge and discharge current, and the temperature of the battery pack, controls the charge and discharge balance of the battery, and performs thermal management of the battery pack and the vehicle monitoring system. The charger performs CAN communication to achieve coordinated control and optimized charging to ensure battery safety and extend battery life.

The SOC has a high estimation accuracy and can have a higher cruising range for the same amount of battery. Therefore, high-precision SOC estimation can effectively reduce the battery cost required.

Another key point is equalization control, which is divided into active equalization and passive equalization. The advantages of active balanced BMS are lossless equalization and high energy utilization. However, the price of this product is relatively high, the structure is complex, the passive equilibrium price is low, and the function is simple. Widely used, so both balances have their own advantages and disadvantages.

Among the various BMS companies in China, they are roughly divided into professional BMS companies, power battery companies and automakers.

小部件大智慧 新能源BMS行业综述3

Professional BMS enterprises: deeper technology accumulation, many participants, but the technology is quite different; power battery companies: mainly leading the participation of power battery companies, mastering the whole set of battery system technology, strong competitiveness; OEM: BYD, The car companies represented by Changan, Beiqi and Geely all carry out research and development on BMS. In addition to the mastery of core technologies, they are more competitive in terms of cost than other companies.

小部件大智慧 新能源BMS行业综述4小部件大智慧 新能源BMS行业综述5

Benefiting from the promotion of national policies and the rapid development of technology, it is expected that China's new energy vehicles will maintain rapid growth, which will bring strong momentum to the development of China's battery management system.

小部件大智慧 新能源BMS行业综述6

Industrial chain panorama

At present, the Asia-Pacific region has the largest share in the global BMS market due to Japan's leading global HEV market and the rapid growth of China's new energy vehicles.

It is predicted that with the development of new energy in recent years, the global BMS market will continue to expand in the next few years.

小部件大智慧 新能源BMS行业综述7

The Geshi Automobile Research Institute has compiled the distribution map of domestic BMS enterprises. It is found from the figure that China's BMS enterprises are mostly distributed in Jiangsu, Zhejiang and Anhui. For example, BYD mainly supplies BYD and BYD Daimler vehicles; Ningde era mainly supplies Geely Automobile and Southeast Auto.

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