Views: 0 Author: Site Editor Publish Time: 2025-06-02 Origin: Site
The wave of high-voltage and intelligent new energy vehicles is reshaping the connector industry. Jingyi Da has broken through the foreign monopoly and stood out with its three-electric system, high-speed connector and domestic substitution strategy to become a benchmark for local enterprises.
In the wave of new energy vehicles and intelligent driving, a seemingly inconspicuous component-connector, is becoming the key to the development of high-voltage and intelligent industry.
Data shows that global new energy vehicle sales will exceed 12 million in 2024, and each smart car needs to be equipped with 800-1000 connectors, driving the rapid expansion of the market scale.
However, the core market in this field has long been occupied by foreign giants such as Tyco, Aptiv, and Yazaki. How can domestic local companies transform to the high-end market?
To this end, we have an in-depth dialogue with Da Yongheng, general manager of Jingyi Da Electronics, a local connector manufacturer, to discuss how Jingyi Da has broken through the three-electric system, high-speed connectors, and domestic substitution in this transformation, becoming a benchmark for local companies.
01 | Industry dilemma: the "invisible battlefield" of connectors
According to the Bishop & Associates report, China will still be the world's largest connector market in 2024, with a market size of US$28 billion, an increase of 12.1%.
In the "three-electric system" of new energy vehicles and the sensor network of intelligent driving, connectors are like the "neural network" of the human body, assuming the core functions of power transmission and signal interaction. However, the "bottleneck" problem in this field is shocking:
High technical barriers: high-speed and high-frequency connectors involve composite technologies such as materials science, electromagnetic compatibility, and precision processing, and international giants block key technologies through patent walls;
Long verification cycle: automotive-grade connectors need to pass more than 160 tests such as vibration, high and low temperature, and salt spray, and high-end car companies have low trust in domestic products;
Supply chain risks: The superposition of risks will lead to obvious vulnerability of domestic new energy vehicle companies in the supply of key connectors, and they urgently need to establish an independent and controllable supply chain system.
Jingyi Da is in it. Although it encountered the impact of sales fluctuations of major Japanese customers at the beginning of the year, which caused the operating data in the first half of the year to be under pressure, it quickly adjusted its strategy. Jingyi Da is actively developing business in segmented application areas, focusing on the research of waterproof technology for automotive camera connectors and intelligent wiring harnesses.
With its strong technical strength, Jingyi Da has successfully reached cooperation with some leading brand companies in the industry to supply waterproof SMB plugs and wiring harnesses in batches. In addition, Jingyi Da has also started preliminary cooperation with leading companies in the field of vehicle-mounted radar sensors, and is expected to officially enter the mass production supplier sequence soon.
In the application field of the three-electric system of new energy vehicles, Da Yongheng revealed that Jingyi Da helped a leading company to overcome the technical difficulties of DM-I mass production molds and injection molding as early as 2021. Since then, it has continued to deepen its research in cylinder connectors and high-current sensors, and has manufactured many mass-produced products for first-line suppliers, continuously consolidating its position in this field.
02 | Market differentiation: betting on the "incremental cake" of intelligent driving
With the popularization of intelligent driving, the speed and accuracy of data transmission in automobiles have reached an unprecedented level. Intelligent wiring harnesses can ensure that vehicles can achieve efficient collaborative operation between various systems in complex driving environments.
In terms of data transmission capacity, compared with traditional wiring harnesses, intelligent wiring harnesses can transmit large amounts of data at a higher rate, meet the rapid processing requirements of sensor data, image information, etc. in intelligent driving, and improve driving safety and system response speed.
At the same time, intelligent wiring harnesses have self-diagnosis and fault warning functions. Through built-in sensors and monitoring modules, it can monitor the line status in real time. Once an abnormality is found, it can issue an alarm and locate the fault point in time, greatly reducing the maintenance cost.
From the overall layout of the vehicle, the intelligent wiring harness adopts a more compact and integrated design, which reduces the volume and weight of the wiring harness, optimizes the space layout in the car, and can also reduce energy consumption, which is in line with the development trend of lightweight automobiles. Figure/International Cable and Connection
When the car is upgraded from a "feature machine" to a "mobile smart terminal", the large-scale installation of laser radar, cameras, domain controllers and other equipment has increased the data transmission rate of a single vehicle from 100 Mbps to Gbps.
Taking Ethernet as an example, its in-vehicle application has been upgraded from the 100Mbps basic version to the 10Gbps high-speed version, promoting the evolution of connectors towards high frequency and low latency. Da Yongheng believes that, given the good application prospects of Ethernet, Ethernet is the top priority of automotive wiring harnesses at present and in the future.
Jingyi Da focuses on segmented fields through precise market positioning and develops differentiated layout.
Taking the field of waterproof SMB plug wires for automotive cameras as an example, Jingyi Da has relied on continuous attempts and technical breakthroughs, mature market waterproofing technology, and has made its product waterproof level reach IP69K, which is higher than the industry average.
In the field of automotive radar sensor production, Jingyi Da has increased its R&D investment, improved the accuracy and reliability of its products, and established cooperative relationships with several first-line suppliers of auto companies.
However, from the perspective of market competition, although the field of intelligent wiring harnesses has great potential, its competition is also extremely fierce.
Foreign companies have a dominant position in the high-end market with their first-mover advantage and mature technology system. How can local companies achieve domestic substitution in the fierce competition?
03 | Domestication trend: the leap from follower to peer
For a long time, the global automotive connector market has been dominated by overseas giants such as Tyco, Aptiv, and Yazaki, and domestic companies have a low market share.
Compared with foreign giants, it is difficult for domestic connector manufacturers to be favored by car manufacturers. "Because there are huge differences in size and maturity, these are what we need to catch up and strive for," Da Yongheng explained.
Taking the Ethernet connector/wiring harness mentioned above as an example, Da Yongheng believes that the current domestic Ethernet connector has uneven application scope and is difficult for car manufacturers to replace in a short period of time compared with its foreign counterparts. Foreign companies have a deep binding with car manufacturers with the advantage of first-mover advantage, while domestic companies are slightly inferior in application scope and recognition by car manufacturers.
However, with the continuous improvement of the penetration rate of new energy vehicles in China and the increasing awareness of local supply chain security, the trend of localization has ushered in an unprecedented historical opportunity.
In the face of this opportunity, Jingyi Da has invested a lot of energy in verification work while avoiding patent risks, striving to gradually open up the domestic car factory market with mature and stable processes.
To this end, Jingyi Da has joined other companies to conduct small-scale trial production in car factories in Taiwan, Southeast Asia, Central Asia and other places, and has achieved success. This not only proves the feasibility of its technology, but also accumulates valuable experience for the widespread application of domestic intelligent wiring harnesses.
At present, domestic alternative automotive connectors have stabilized, but given the fierce internal competition among automakers for the market, profit margins have dropped significantly, and future competition is foreseeably cruel and fierce. Da Yongheng believes that it is inevitable that some companies will be eliminated in the next five to ten years.
Summary
From overcoming the technical difficulties of high-voltage connectors in the product layout of the three-electric system, to achieving high-speed connection technology breakthroughs in the field of intelligent wiring harnesses, to accurately positioning and establishing competitive advantages in the trend of localization, Jingyi's development history has witnessed the rise of Chinese auto parts companies.
In the era of new energy vehicles and intelligent driving, Jingyi takes technological innovation as the core driving force and continues to expand its territory in the trillion-level automotive connector market.
Looking forward to the new year, Jingyi has clear goals and plans in market layout. Da Yongheng talked about the following four points:
1.Focus on the development and mass production of the fourth-generation fully stretched molds of domestic FAKRA, and strive to break the monopoly of imported connectors;
2.Increase investment in waterproof SMB plug wires for automotive cameras, and provide high-quality ODM and OEM services for first-line suppliers;
3.Make every effort to consolidate the supplier qualification in the field of automotive radar sensor production, and lay a solid foundation for subsequent mass production;
4.Actively carry out patent research and development of domestic automotive Ethernet, HSL, USB, MINIFAKRA high-speed connectors, and enhance the ability to serve first-line suppliers.
With the deep reshaping of the global automotive industry, local companies like Jingyi are gradually growing into the backbone of promoting the high-quality development of China's automotive industry, and are expected to shine in the future international competition and write more glorious chapters belonging to Chinese auto parts companies.
Lead Tech is a professional company who has been dealing with automotive connectors supplying for over 10 years，who happens to be a specialist mainly help you solve your supplying urgencies.
If you are interested in more articles, feel free to click likes and reach us @www.leadtech-in.com
