此外,為配合市場降本增效,科敏還積極配合國內頭部電池企業研發FFC溫度傳感器模組,在其排線溫度傳感器的基礎上實現技術升級。較傳統傳感器模組及FPC相比,FFC具備低成本、高安全、高可靠性等多種優勢,預計在短期內供貨客戶。
優質客戶加持 市占率超25%
憑借自主核心技術優勢與工藝改造提升成本控制,科敏新能源傳感器產品獲比亞迪、上汽、上汽時代、寧德時代、國軒、中航、孚能科技、力神、小鵬等優質客戶認可。
高工鋰電獲悉,科敏動力電池客戶寧德時代、國軒、中航、力神、孚能科技、比亞迪等,均為國內動力電池裝機量的TOP 10企業,其中寧德時代、國軒、中航、比亞迪等位居TOP 10前列。
據孔維亭介紹,科敏是比亞迪新能源汽車的核心供應商,9成用的科敏產品,同時進入寧德時代供應鏈體系等,未來這些頭部動力電池客戶需求釋放,公司溫度傳感器需求將迅速提升,進一步擴大公司影響力,國內車用溫度傳感器的市占率不斷提升。當前科敏車用溫度傳感器國內市占率已超25%以上。
國內車用溫度傳感器市場前景廣闊。當前不同車型單車溫度傳感器使用量處于20-140條,外資高端車型用的較多,溫度傳感器單車使用價值200-500元。若按單車使用價值300元,以1000萬輛新能源汽車體量測算,車用溫度傳感器市場規模將達到30億元。
為迎接車用溫度傳感器市場藍海,科敏在戰略規劃、產能布局、市場開拓等領域做了全方位布局。其規劃已單獨成立新能源汽車事業部,打造深圳、杭州研發生產基地,致力于將其打造為中國新能源汽車溫度傳感器最大研發生產基地。產能建設上,其現有產能20萬條/日,初步規劃日產能達到50萬條,以滿足客戶日益增長的新需求。
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