On July 11, 2022, China's leading carbon-ceramic composite technology company: HNJB announced that it has recently received a BYD development designation notice, and the company will develop and supply products such as Carbon fiber reinforced silicon carbide matrix composite brake disc for the latter.
On June 6, HNJB was just selected by GAC Aeon as its designated supplier to develop and supply Carbon fiber reinforced silicon carbide matrix composite brake disc for the latter.
BJTY, another leading carbon/carbon composite material manufacturer in China, announced at the beginning of the year that it plans to raise no more than 2.369 billion yuan, of which 1.319 billion yuan is planned to be invested in the industrialization construction project of high-performance Carbon fiber reinforced silicon carbide matrix composite brake disc.
Carbon fiber reinforced silicon carbide matrix composite brake disc is a key weight-saving component for electric vehicles in the future.
Each 1kg reduction below the suspension system of an electric vehicle is equivalent to a reduction of 5kg above the suspension system; compared with gray cast iron brake discs, a pair of Carbon fiber reinforced silicon carbide matrix composite brake discs with a size of 380mm is about 20kg lighter in weight – equivalent In the car suspension system to achieve the effect of weight reduction of 100kg.
For every 10kg reduction in the weight of pure electric vehicles, the cruising range can be increased by 2.5km. Therefore, Soochow Securities predicts that the Carbon fiber reinforced silicon carbide matrix composite brake disc is expected to increase the cruising range by 25km.
It is worth mentioning that Toyota's high-end sports car Lexus RCF once relied on CFRP materials and Carbon fiber reinforced silicon carbide matrix composite brake disc to reduce weight by 70kg in various aspects, of which 22kg was contributed by Carbon fiber reinforced silicon carbide matrix composite brake disc.
In addition to the weight advantage, among various brake materials, Carbon fiber reinforced silicon carbide matrix composite brake disc has significant advantages in high temperature resistance, service life (up to 300,000 kilometers), wear resistance, and braking speed.
Looking at the entire new energy vehicle industry, Tesla has launched a Carbon fiber reinforced silicon carbide matrix composite brake system in 2021 under the trend of pursuing lightweight. Weilai, BYD, etc. have also assembled high-performance brake systems on a large scale.
However, Carbon fiber reinforced silicon carbide matrix composite brake disc is expensive, and the high production cost is the main obstacle to its large-scale application.
At present, the international mainstream Carbon fiber reinforced silicon carbide matrix composite brake system has a unit price of about 80,000 RMB/car, and HNJB can achieve 10,000 RMB/car, which is still higher than the gray cast iron brake disc at 1,000-2,000 yuan/car. . It is expected that with the effect of scale cost reduction, the future cost is expected to drop to 5000RM/vehicle.
After the unit price is lowered, Carbon fiber reinforced silicon carbide matrix composite brake disc is expected to usher in the first year of high volume in 2023.