思略特：2024年全球卡车行业研究报告：电池电动卡车正在崛起（英文版）（37页）.pdf

1、September 2024Battery-electric trucks on the riseTruck Study 2024Strategy&1 MW1 MW350 kW350 kW 1MW350 kWStrategy&Facilitated by innovations in battery system,cell chemistry,eDrive and HV architecture use cases are enabled.Truck-specific developments for battery and eDrive will be the decisive differ

2、entiator.2Powertrain technologyLong-lasting batteries requiredBattery-electric trucks have high requirements regarding lifetime and battery degradation.Cycle stability and pack energy density are key differentiators while batteries become megawatt-charging-ready.Key battery improvement drivers yet t

3、o be utilizedAs BET charging speed is currently limited mainly due to infrastructure,major charging time reduction is expected with MCS charging.Cell still offers cost saving potential,whereas cell-to-pack offers potential for range increase.Highly efficient eDrive concepts to be developedFirst truc

4、kified eDrive concepts enter the market.Central motor has similar architecture to ICE compared with an axle-integrated motor,offering BET-specific design advantages.September 2024Battery-electric trucks on the rise9Strategy&Strategy&A typical BET has multiple battery packs,a differentiated integrate

5、d eDrive and HV componentsBET architectureDCDC/DCInverterA-PDUeBrakeBDUBattery modulesBMSBDUBattery modulesBMSBDUBattery modulesBMSMain pack/main BMSSub pack/sub BMSSub pack/sub BMSPDUPDUePTOAxleMotorMotorInverterAxleeCompeA/CeHeatOff-boardBDUBattery modulesBMSMotorInverterPDUPDUDC/DCA-PDUeCompeA/Ce

6、HeatePTO Multiple multi-layer battery packs distributed across vehicle vertically or horizontally to driving direction Central eMotor or axle-integrated eMotor Inverter either integrated in eMotor,axle or HV components HV components either integrated or distributed across vehicle Auxiliary HV compon