释放电池管理系统的全部潜力

Makeitreal. Table of contents IntroductionCall for actionExecutive summaryHow Capgemini can assistWhy is the battery management system central in the answer?Unlocking new opportunities with secure BMS and cloud integrationSetting grounds for the next-generation battery management systemInnovation pathways: Two development tracks for battery management system1215182425052304 Executive summary As EV adoption faces battery costs, charging, and lifespan challenges, next-generation battery managementsystems offer an opportunity for OEMs to regain competitive advantage while enhancing performance,safety, and sustainability. This document outlines how modern battery management system architecture, powered by AI, cloudintegration, and advanced diagnostics, enables new business models like battery-as-a-service and predictivemaintenance. Regulatory shifts, such as digital battery passport, provide a catalyst to leverage battery dataand intelligence. To stay competitive, automotive and industrial OEMs may consider investing in data-centric, software-defined battery management system platforms that are modular, secure, and scalable. At Capgemini,we help clients make this shift by combining engineering depth with cloud-enabled services to renewcompetitive advantage across the battery lifecycle. Introduction Whoshouldreadthis point of view and why? This document is primarily intended for professionals in the automotive sector, particularly Electric Vehicle (EV)engineers and decision-makers involved in battery management systems and the broader EV powertrain.While the insights presented are especially relevant to automotive applications, many elements are equallyapplicable to adjacent domains, such as Battery Energy Storage Systems (BESS). Although we emphasize the central role of the battery and the intelligence embedded within it in thetransformation of the automotive industry, a comprehensive understanding also requires attention to otherkey drivers. These are explored in our previous Capgemini Research Institute reports, available online, such asThe Battery Revolutionand Software Defined Vehicle.12 Recalibrating expectations in the EV landscape Electric vehicle (EV) sales have fallen short of expectations. Forecasts were overly optimistic, as illustrated in arecent Bloomberg publication. The current product offerings may not be sufficiently compelling to attract abroad customer base. Additionally, fiscal incentive programs remain inconsistent and sometimes inadequate. There are two key barriers to EV adoption from a consumer perspective: EVs remain expensive, and their resaleFinancialbarrier: value remains lower than their combustionengine equivalent. Charging is still perceived as inconvenient andPracticalbarrier: represents the main obstacle to the adoption ofelectric vehicles in fleets. Newer model generations and the development of smaller, urban-optimized vehicles, partly solve the issues ofaffordability. For example, new market entrants like BYD, propose affordable models now rolling into Europe,surpassing Tesla in mid-2025 sales. Lower upfront costs also mitigate concerns about resale value. The race is on for battery differentiation The battery holds the key to winning in the EV market and there are three clear levers to victory: Cost Representing between 1/3 and 1/2 of the vehicle cost, the battery is by far the most expensive EVcomponent. The leading EV players today have vertically integrated battery production, sometimesdown to the cell level: controlling the core components enables control of the margin. Charging ubiquity and speed Technically and systemically complex, the charging operation has seen innovations like wireless chargingstations and battery swapping. Yet fast charging remains the holy grail, caught between two forces:Standardization of infrastructure and hyper-optimization of battery design. Again, vertical integrationwins: Tesla’s Hyper charger and BYD’s Megawatt charging are prime examples. Battery capacity and lifespan Manufacturers are racing to bring higher battery capacity and extended warranties to the market.Indeed, large battery capacity directly contributes to alleviating range anxiety and to improving cabincomfort. Regulation: Pushing for greener and safer batteries Battery lifespan is increasingly shaped by regulations that demand increased durability, safety & traceabilityalong a complete lifecycle. A founding principle is the need for nations to improve their sovereignty on the keymaterials that compose the battery system. The battery management system is directly involved in thisregulation enforcement. For example, starting in 2027, the full Digital Battery Passport (DBP) will be mandatory across Europe (see ourBattery PassportPoint of View). However,key requirements are already in effect: since 2024, manufacturersmust disclose electrochemical performance and durability metrics to end-users through documentation linkedto the battery and its battery