Chapter 254 Are you finished yet? Bosch is worried!(1/3)
In the era of traditional fuel vehicles, ECU is definitely a very important part.
When people buy a car, they often pay attention to three major items.
These three major parts are nothing more than the engine, gearbox and chassis.
Among engines, ECU is the most important.
Even the TCU functions on some OEM gearboxes are integrated into the ECU.
An ECU, although it looks like electronic components, only costs a few hundred dollars in total.
But in the end, when the OEM buys it back, it will cost 800 to 1,000 yuan.
The profit margins here are obviously very considerable.
The most important thing is that up to now, all the ECUs used by Volkswagen in Shanghai are produced by United Electronics, which is a joint venture of Bosch.
It is very difficult for Modu Volkswagen to change manufacturers, and it has never found a good opportunity.
Now that Nanshan has taken the initiative to provide bullets to Li Jianfeng, his interest has naturally increased.
Regardless of whether the proposal is successful in the end, as long as Volkswagen's purchasing department and R&D personnel advance the project, Bosch will definitely receive relevant rumors and feel pressure.
Then whether it is price reduction or other business matters, the degree of cooperation will be improved.
"Mr. Cao, the 1.5t turbocharged engine produced by Nanshan is excellent. A large number of its parts are produced by your own factory, so I believe you when you say that your company can produce ECUs."
"But you also know that the ECU part is not simple. It looks like an inconspicuous small assembly, but it contains the CPU, expanded memory, expanded IO port, can/lin bus transceiver controller, a/d and d/
For a conversion port, you also need to consider the cooperation of PWM pulse width modulation, pid control, voltage control, watchdog, heat sink, and other electronic components."
"Its software design is also very complex. It needs to consider various functions such as calculation, control, detection and diagnosis, management, and monitoring, and has signal exchange with other modules such as TCU, esp, and abs."
"The difficulty of switching the ECU to Nanshan production is countless times higher than that of generators and starters."
Although Li Jianfeng wanted to promote this project, he also wanted to understand the situation and make Nanshan aware of the difficulty of this matter.
Otherwise, if the project is pushed very hard and fails in the end, Nanshan will not remember his goodness at all, and it will be a big loss.
"Manager Li, what you said is very professional and makes sense."
"As the most important part of the engine, and even the core part of the entire vehicle, the ECU has a very high technical content."
"However, the structures of ECUs are actually similar. It's just that the control logic of the software is different. Some circuit boards have different designs, so modifications are not that complicated."
"If the public is interested, we can arrange a group of people to go to Wolfsburg to do coordinated development. Based on our current ECU, we can make some modifications and it can be finalized in up to half a year."
Cao Yang smiled and gave a very positive answer.
At the beginning, Nanshan worked hard on parts such as ECU and TCU.
In the past two years, a lot of people have been recruited to research control parts, which can be regarded as some preliminary talent accumulation for the future research and development of intelligent network and automated driving components.
"If you are really interested, you can put together a plan and come over and report it to our purchasing department and technical department. Then I will formally submit the proposal to Volkswagen R&D."
Li Jianfeng thought for a while and felt that this matter could be done.
Anyway, if the lawsuit failed, he would have nothing to lose.
If it succeeds, it will achieve cost reduction, and also give United Electronics and Bosch a slap in the face, making them more obedient in the future.
…
For ECU to break into the Volkswagen supply system, it is definitely more difficult than any other part.
It is even more difficult than getting a gearbox into Volkswagen's supply system.
However, since the ECU of Nanshan Automotive Parts has already been mass-produced, the performance of the 1.5t turbocharged engine is very excellent.
So as soon as Modu Volkswagen proposed this plan, Bosch knew about it immediately.
If Bosch knows it, United Electronics must know it.
"Mr. Li, if Nanshan's ECU successfully passes Volkswagen's verification, there is a high probability that it will be used in domestically produced engines first, which will directly have a very adverse impact on us."
"ECU is one of the company's core products. I think it is necessary to find a way to make this incident in Nanshan dirty."
As the sales manager of United Electronics, Tang Zimu attended Bosch's information sharing meeting with Li Jia.
At this meeting, Bosch shared with United Electronics the proposal that Nanshan Auto Parts was advancing that he had learned about.
Bosch can be the world's number one in the auto parts industry, and it must be said that its level in all aspects is quite strong.
In China, they have a number of companies that are joint ventures.
The joint ventures with Spring City Automobile Group, the joint ventures with Modu Automobile Group, and United Electronics are even more powerful.
Therefore, Bosch's supporting facilities in the domestic automobile industry are very comprehensive. Almost all OEMs use Bosch products to a greater or lesser extent.
That is to say, Korean and Japanese car companies only use fewer parts in this area.
In this case, they definitely don't want any spoilers to break this rule.
In the past, Nanshan directly produced engines, which was more difficult, and they could still stop it.
But now that Nanshan wants to supply engine parts to the engine factories of various automobile giants, it's different.
"From Volkswagen's standpoint, they definitely hope that more suppliers that meet the technical requirements can be included in the candidate list, so that they can force us to lower prices."
"If we want to keep all the parts 100%, I'm afraid it will be very difficult."
"However, the threshold for control parts such as ECUs has always been relatively high, and we must maintain it."
"Otherwise, everyone will think that any parts produced by Bosch are replaceable."
Li Jia is also thinking hard about how to deal with this situation.
With the rapid development of China's automobile industry, more and more international auto parts giants have invested and built factories in China.
The competitive pressure faced by United Electronics is definitely increasing.
He, the sales director, needs to think carefully about how to deal with this situation.
"According to the information shared by Bosch and what we learned from the Magic City Volkswagen, the previous Nanshan ECU was not included in this VA review plan."
"But because the Bosch headquarters did not agree to cooperate in the technical verification of Nanshan's starter and generator, Volkswagen was unhappy, so the ECU issue came up."
Tang Zimu reported the information he had learned in detail.
This gave Li Jia a new idea.
"Although the threshold for generators and starters is not low, relatively speaking, there are still more manufacturers that can produce them."
"I heard that Denso has set up factories in China to produce these parts. Nanshan wants to come in and seize the market. If we blindly block it, we probably won't be able to stop it."
"Let's communicate with Bosch and ask their ECU development department not to mess with Nanshan's starter and generator verification."
"Otherwise, when the VA plan becomes bigger and bigger, our situation will become even more passive."
"Anyway, Nanshan's generators and starters have passed technical verification, but that doesn't mean they can be installed on the engines of Modu Volkswagen and Spring City Volkswagen."
"At that time, we can put pressure on the Chinese employees of Modu Volkswagen through shareholders, and cooperate with a certain degree of price reduction. Nanshan's wishful thinking will probably come to nothing."
Li Jia quickly weighed it and made a decision in his heart.
"That's fine. If we block it over there, the result might be even more unfavorable to us!"
"However, I think Nanshan still needs to be fully vigilant if it wants to enter ECU and other control parts."
"Until now, China's suppliers have mainly made parts with relatively low technical difficulty. Except for Nanshan, no one is good at control parts."
"If this situation is broken in the future, we will be under much greater pressure."
Tang Zimu has lived a good life for so many years and does not want his future work to become difficult.
Nowadays, the profit margin of each product of United Electronics is very good.
This is still the case where Bosch headquarters makes a lot of money through technology royalties and the purchase of chips and other components.
Otherwise, the profit margin can be higher.
According to his judgment, as long as Chinese suppliers enter a certain field, prices will fall significantly.
This is something United Electronics absolutely does not want to see.
"The world's ECU and other control parts are mainly in the hands of us, Denso, Delphi and other manufacturers. I believe no one wants to see the emergence of a disruptor like Nanshan."
"We really need to think of a way to see how to seize Nanshan's weaknesses and let them make the current parts honestly."
"Even for their engines, we'd better find a way to cause them problems, otherwise domestic independent brand car companies are using their engines, which is equivalent to a large number of their ECU and other parts entering the market in disguise."
Li Jia's current emphasis on Nanshan has obviously been raised to a relatively high level.
The market that has been almost monopolized for nearly ten years is finally facing competition and challenges.
At this time, it is time to show his ability as a sales director.
…
Bosch's business scope covers gasoline systems, diesel systems, automotive chassis control systems, automotive electronic drives, starters and generators, power tools, household appliances, transmission and control technology, industrial technology, energy and construction technology, etc.
If Nanshan wants to become the world's largest auto parts company, it is impossible not to compete with Bosch.
Now that Bosch has taken the initiative to attack Nanshan, Nanshan has also begun to fight back.
To be continued...