Japanese brands enter Tesla’s North American charging camp for the first time. “Standard battle” may cause new challenges to China’s new energy exports
2023-07-20 15:11:54 Source: Financial Association shared to:
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With the participation of more and more car manufacturers, Tesla’s charging technology seems to have gradually become an “industry standard”, and this will also bring new challenges to Chinese new energy car brands that are accelerating overseas.
On July 19, Nissan Motor announced that it had reached an agreement with Tesla to begin adopting the Tesla Charging Standard (NACS) to provide more options for charging electric vehicles. Nissan thus becomes the first Japanese automaker to support NACS in its future products.
Just earlier this month, Mercedes-Benz also announced that starting in 2024, Mercedes-Benz owners can use Tesla super charging piles in North America. Prior to this, Volkswagen, Stellantis and Volvo all reached an agreement with Tesla to access Tesla’s super charging network; and more Tesla’s “rivals” in North America, such as Ford, General Motors, Rivian, etc., also It will be connected to the Tesla super charging network.
Globally, the five major charging standards are GB/T Chinese standard, CCS1 North American standard, CCS2 European standard, CHAdeMO Japanese standard and NACS Tesla standard. Among them, the European CCS2 standard belongs to the same vein as the American standard CCS1, and was launched by the Society of Automotive Engineers (SAE) and the European Automobile Manufacturers Association (ACEA) jointly with the eight major automakers in Germany and the United States. The CHAdeMO Japanese standard, which once tried to be promoted as a global standard, has gradually declined due to the slow movement of Japanese brands Toyota and Honda in the electric vehicle market and lack of voice. At present, most of the countries or regions that adopt CHAdeMO standard charging piles are installed in Europe (mostly in Northern Europe), the United States and South Korea except Japan. However, according to Nissan’s latest official announcement, from 2024, Nissan will provide NACS charging adapters for its pure electric flagship Ariya model.
The continuous expansion of the NACS camp is due to the fact that Tesla’s NACS is generally believed to be more reliable in the industry, and Tesla has more than 17,700 fast charging piles in North America, far exceeding the sum of all charging piles using the CCS standard. According to the U.S. Department of Energy, Tesla’s Superchargers account for about 60% of all fast charging stations in the United States.
“There are fundamental differences between the United States and China in the construction of charging networks. Given that the US government has invested less in public charging facilities, various companies have worked together to develop a unified standard.” Bai, Executive Vice President of General Motors and President of GM China Julian Blissett explained GM’s entry into the NACS.
Although Chinese new energy car companies have not yet landed in the North American market, it is inevitable that Tesla will dominate the “charging world” in North America.
“There are differences between overseas charging piles and domestic ones in terms of product certification and interface standards, which is a problem facing the export of new energy vehicles.” Fan Bin, director of the Charging Technology Department of the New Energy Vehicle Inspection Center (Tianjin) of China Automobile Research Institute, said at the 2023 China Automobile Forum not long ago. According to the report, “charging facilities, as infrastructure, will build barriers and affect market competition.”
Affected by factors such as policy support and the improvement of the industrial chain, Chinese car companies, especially new energy car companies, are accelerating their pace of going overseas. According to data from the China Association of Automobile Manufacturers, auto companies exported 2.14 million vehicles in the first half of this year, a year-on-year increase of 75.7%; new energy vehicles exported 534,000 vehicles, a year-on-year increase of 1.6 times. According to the latest forecast by AlixPartners, a global market management consulting company, Chinese brands will occupy about 30% of the global market by 2030, and will achieve great success in emerging markets and Europe. Among them, the market share of Africa and the Middle East will reach 39%, the European market will be 15%, and the North American market will increase from the current zero to 4%.
The dispute over charging standards will have an impact on related industry chains. “At present, the company’s products have entered the European market including Germany, Hungary, Austria, etc., and have established cooperative relations with local partners to provide charging solutions for private and public sectors.” A relevant person in charge of Xiangshan shares told a reporter from the Financial Associated Press It was revealed that the American Standard certification of Xiangshan’s related new energy products is also in progress.
As a supplier, Joyson Qunying, a subsidiary of Xiangshan Co., Ltd., has provided PDUs, charging ports and other products for all new energy export vehicles of an overseas hot-selling self-owned brand under SAIC Motor.
“Although Tesla’s charging standard in North America has become the de facto industry standard, other regions may not necessarily adopt this standard. Therefore, future international competition may start on the charging standard.” The person in charge of the above-mentioned Xiangshan shares believes that, In order to gain a greater competitive advantage, car companies need to increase investment in charging technology research and development and promotion, improve charging efficiency, reduce costs, and cooperate with related industry chains to jointly promote the popularization and development of electric vehicle charging. In Fan Bin’s view, with the rapid development of new energy vehicles, the standard “going out” will significantly help China’s new energy vehicles go overseas.
2023-07-20 07:11:54
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