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Global and Chinese OEMs¢¥ Modular and Common Technology Platform Research Report, 2025
»óǰÄÚµå : 1694626
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Modular platforms and common technology platforms of OEMs are at the core of current technological innovation in automotive industry, aiming to enhance R&D efficiency, reduce costs, and accelerate technological innovation. Modular platforms serve as the cornerstone for the expansion of OEMs' product matrices, while common technology platforms drive industry-wide technological collaboration and ecosystem integration.

In the future, the integration of these two will accelerate the transformation of the automotive industry towards electrification and intelligence, forming a new competitive landscape characterized by "standardized hardware + personalized software."

The essence of automotive modular platforms lies in increasing the flexibility of vehicle development and improving the sharing rate of components through modular standards, while providing hardware support for the new generation of EE architectures in the context of new "EISC (Electrification, Intelligentization, Shareability, Connectivity)."

Currently, major global OEMs have launched their own modular platforms, such as Volkswagen's MQB platform, the Renault-Nissan Alliance's CMF platform, Toyota's TNGA architecture, and Volvo's SPA platform, covering a wide range of vehicle models from Class A to Class D, Class E, as well as SUVs and MPVs.

Building upon modular vehicle manufacturing platforms, OEMs have further established systematic common technology platforms, with the domestic emerging car brand XPeng Motors being a standout example in this regard.

XPeng's vehicle manufacturing platforms mainly include the D platform, E platform, F platform, and H platform:

The D platform, also known as the David platform, is XPeng's production platform for Class A and below vehicles. Current models on this platform include the XPeng P5 and XPeng MONA M03 (a collaboration between XPeng and DiDi).

The E platform, or Edward platform, is XPeng's platform for Class B and Class C vehicles, launched after the David platform.

The F platform, known as the "Fuyao Platform," is a mid-sized vehicle platform. Its features include front and rear integrated die-casting, 800V architecture, and advanced EE architecture.

The H platform is XPeng's most high-end platform, targeting mid-to-large-sized vehicles.

The core of XPeng's modular vehicle manufacturing is the SEPA 2.0 Fuyao Architecture. This architecture covers a wide range of vehicle models from Class A to Class D (including sedans, SUVs, and MPVs) and supports a wheelbase range of 1800-3200mm. Through modular design, SEPA 2.0 achieves a parts commonality rate of up to 80%, reduces the R&D cycle by 20%, and integrates technologies such as CIB (Cell Integrated Body) technology and integrated die-casting processes, significantly lowering manufacturing costs and reducing vehicle weight.

With continuous technological iteration and evolution, XPeng has unveiled the new technology topology for its next-generation models, which includes:

5C Ultra-Fast Charging AI Battery: Paired with the S5 liquid-cooled ultra-fast charging station, it can charge over 1 km of range per second, reaching 80% charge in just 12 minutes.

Hybrid Silicon Carbide Coaxial E-Drive: The e-drive system achieves a comprehensive efficiency of 93.5% (CLTC), with a 30% reduction in size compared to traditional motors, freeing up more space for the rear seats.

Silent Range Extender (operating noise of only 1dB): Equipped with XPeng's Kunpeng Super Electric System.

Deep Integration of AI Technologies, including:

AI Battery Doctor: Manages the battery through a dedicated chip, extending battery life by 30%.

AI Powertrain: Intelligently adjusts energy consumption and power output to adapt to different road conditions.

AI Chassis: Combines visual perception to predict road conditions and dynamically adjusts the suspension system.

Next-Generation CIB+ Mid-Floor Integrated Die-Casting Technology: A 16,000T die-casting machine (island) will be expanded to support the production of larger die-cast components. Currently, research is underway on CIB+ mid-floor integrated die-casting technology, which is expected to increase vehicle range by 5% and reduce manufacturing costs by 10-30%.

XPeng Turing AI Autonomous Driving:

Hawkeye Vision Deployment: The AI Hawkeye Vision solution will enter mass production in 2025H1, first installed in the P7+ model and gradually extended to other models.

L3 Autonomous Driving Deployment: L3 autonomous driving will be operational by 2025H2.

End-to-End Foundation Model Deployment: The One-Model end-to-end will deliver a superior autonomous driving experience, achieving less than one intervention per 100 kilometers.

The new modular and common technology platforms have become XPeng's key to success. XPeng has completed the transition from old to new product platforms:

MONA M03: A compact sedan starting at RMB 119,800, selling hot due to its high cost-performance ratio and design advantages.

P7+: Starting at RMB 186,800, it emphasizes the concept of "AI-Defined Vehicle."

G7: Positioned as an all-electric SUV in the RMB 200,000-250,000 range, slightly above the G6, competing with the Xiaomi YU7 and the refreshed Tesla Model Y.

G01 (First Vehicle of the Kunpeng Super Electric System): Positioned as a C+-Class 6-seat SUV, it introduces plug-in hybrid range-extending technology, based on an 800V high-voltage silicon carbide platform, equipped with the 5C Ultra-Fast Charging AI Battery, hybrid silicon carbide coaxial e-drive, silent range extender (operating noise of only 1dB), AI Battery Doctor, and AI Powertrain. The range-extended version is expected to use the Dong'an engine, offering a battery electric range of 430 km and a comprehensive range of over 1,400 km. The first range-extended model is expected to enter mass production in 2025H2.

In 2024, XPeng's total sales reached 190,000 units, a year-on-year increase of 34.2%. Supported by a series of new product launches and new technology platforms, XPeng aims to achieve sales of 350,000 units in 2025.

Table of Contents

1 Summary of OEMs' Modular Platforms and Technology Planning

2 Modular Platforms and Technology Planning of Emerging OEMs

3 Modular Platforms and Technology Planning of Chinese Independent OEMs

4 Modular Platforms and Technology Planning of Foreign OEMs

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