Motors, electric controls, and batteries are the core components of electric tools, and their cost accounts for a relatively high proportion. At present, with the demand for energy-saving and consumption-reducing policies and high-efficiency applications, BLDC motors continue to penetrate deeply into the field of electric tools. At the same time, the advantages of domestic electric tool batteries in terms of technology and cost are becoming increasingly prominent under the trend of cordless lithium batteries. The power tool industry is experiencing a tense situation of technological innovation and price competition.
The Penetration Rate Of BLDC Motor Drive Solutions Continues To Increase
Electric tools are a general term for tools powered by DC or AC motors. As an important electromechanical energy conversion device, reducing the energy consumption of the motor can effectively improve energy utilization efficiency and achieve the policy goal of energy saving and emission reduction. From the perspective of policy and economy, improving motor efficiency and reducing energy consumption are the long-term development directions of various application terminals.
Compared with traditional brushed motors, BLDC motors have performance advantages such as high reliability, low vibration, high efficiency, low noise, energy saving, and consumption reduction, fast response, and high precision, which fully meet the requirements of intelligent control, energy saving and consumption reduction in terminal application fields. , user experience, and other increasingly high requirements. With the development of semiconductor technology and the popularization of MCU and drive components, the overall cost of BLDC motors has been greatly reduced. It has been used in household appliances, power tools, sports travel, communication electronics, and automobiles, and its penetration rate has continued to increase.
Specifically, the BLDC motor removes the brush, and the direct change is that there is no electric spark generated when the brushed motor is running, which greatly reduces the interference of electric sparks on remote control radio equipment. At the same time, the friction force of the motor is greatly reduced during operation, the operation is smooth, the noise and wear are effectively reduced, and the maintenance is easier.
The BLDC motor drive solution helps manufacturers in the power tool industry to develop new products and become a breakthrough in market share. Combined with the requirements of power tool usage scenarios, BLDC motors effectively reduce loss on the one hand and improve safety and reliability on the other hand. Therefore, BLDC motors increase the service life of power tools and reduce maintenance costs. There is a large room for future development.
What can be seen so far is that while the performance of the power tool BLDC motor drive solution is continuously improving, the cost structure of the entire application has also been optimized due to its small footprint and high integration.
Domestic substitution of power tool batteries has become a trend
China is the world's major producer of electric tools. Electric tools are an export industry in China, and the industry has obvious export-oriented characteristics. The data shows that China's electric tool industry continues to develop in the process of undertaking the transfer of international division of labor, and more than 85% of the world's electric tools are produced in China. In terms of the scale of electric tools, the scale of China's electric power market in 2020 will be about 80.9 billion yuan, and the average annual compound growth rate of China's electric power market will be 6.9% from 2015 to 2020.
However, in terms of the domestic and foreign market share of electric tools, the current Chinese electric tool parts market is still occupied by foreign-funded enterprises, and China's domestic brands are at a disadvantage in terms of technology. It is understood that before 2018, South Korean battery suppliers such as Samsung and LG occupied a relatively high market share. Still, local manufacturers such as EVE Lithium Energy and Tianpeng have entered the supply chain of brands such as TTI and Baide. The industry believes that the main reason is that Chinese manufacturers have a significant cost advantage and continue to improve at the technical level. There is no obvious difference with international manufacturers. In the future, domestic substitution has become a trend.
From a technical point of view, domestic head manufacturers are not far behind Japanese and Korean leaders. The special application scenarios of electric tools lead to the need for fast charging and fast discharging, so high-rate batteries are required. In the past, Japanese and Korean companies have developed high-rate batteries Accumulation has certain advantages. However, as domestic enterprises have successively broken through the bottleneck of 20A discharge current in recent years, the technical level has met the basic needs of electric tools.
In addition, the cost of domestic power tool batteries is significantly lower than that of overseas manufacturers, and the price advantage will also help domestic manufacturers continue to seize the share of Japan and South Korea. From the price point of view, the price range of Tianpeng's products is 8-13 yuan/piece, while the price range of Samsung SDI is 11-18 yuan/piece. Compared with the same type of products, the price of Tianpeng is 20 lower than that of Samsung SDI. %. From the perspective of net profit margin, Tianpeng is close to 12% in 2019, while Samsung SDI's net profit margin is only 1%. Even in 2011-2013, when the proportion of power batteries is deficient, its profit margin is only 0-5%. Therefore, it can be seen that domestic manufacturers have significant cost advantages.
Overall, cost and technology are the key factors for domestic power tool companies to seize market share. Under the development trend of lithium batteries and brushless, the power tool industry has ushered in new market opportunities, while competition and challenges are everywhere. To help enterprises in the power tool industry upgrade their technology and have a price advantage, on September 22, the 5th (Suzhou) Power Tool Control and Charging Technology Seminar will be officially held in the Nisheng Banquet Hall on the 2nd floor of the Renaissance Suzhou Hotel.
At that time, the seminar will bring together good upstream suppliers of the power tool industry at home and abroad, aiming at BLDC motor drive scheme, power tool lithium battery protection scheme, lithium battery, and lithium battery charging scheme, non-inductive square wave and non-inductive sine control technology, lithium iron phosphate Topics such as the introduction of power battery technology and processes, speeches or demonstrations of cutting-edge products, technologies, and solutions, the content and information are brilliant. In addition, more benefits are waiting for you during the conference!
