01 Solving the problem of electrical corrosion: Ceramic bearings become the "armor" protecting the heart of the motor
The widespread adoption of high-voltage fast charging technology for new energy vehicles has brought about a challenging issue - electrical corrosion.
When the motor speed is low or the bearing operates for a long time with a high temperature, the lubrication and insulation performance of the bearing will be insufficient or deteriorate. Moreover, with the increase of the 800V voltage platform, the bearing oil film will be broken, thereby damaging its insulation property.
The high temperature generated when axial current passes through the bearing can cause damage to the rolling elements and inner/outer rings of the bearing, resulting in the formation of a scratch pattern on the raceway and a dark gray appearance. This is the manifestation of bearing electro-corrosion.
The hybrid ceramic ball bearing solution launched by SKF Company features steel outer and inner rings along with ceramic rolling elements, endowing the bearings with unique performance.
Silicon nitride is a perfect electrical insulator that can prevent current from passing between the inner and outer rings of the bearing. It particularly has excellent performance in resisting high-frequency axial currents in new energy electric drives, thereby avoiding bearing failure caused by electrical corrosion. 
Guqihua Materials has stated on the interactive platform that with the promotion of 800V and 1000V high-voltage fast-charging technologies for new energy vehicles, the company's ceramic balls have been installed in the main models of many leading new energy vehicle manufacturers both domestically and internationally. Currently, they have achieved mass production.
02 Ensuring Stable Operation of Chips: Ceramic Substrate Supports the "Central Nervous System" of Power Modules
The ceramic substrate, as a key fundamental component of the vehicle-mounted power module, utilizes its outstanding physical and chemical properties to serve as the core support for ensuring the stable operation of the module.
In the process of the new energy vehicle industry moving towards high-quality development, the on-board power module, as the "core hub" of the vehicle's power system, its performance and reliability directly determine the power output, energy consumption control, and safety operation level of the entire vehicle.
Fulhuahua Semiconductor has launched the DBA coated ceramic substrate, which is a new type of electronic packaging material that combines high thermal conductivity ceramic with aluminum substrate through direct bonding technology. It possesses excellent thermal conductivity and mechanical strength.
Compared with traditional metal substrates, DBA has lower thermal resistance and higher voltage resistance, and is suitable for high power density applications.
The key innovation lies in the direct bonding of the ceramic layer and the aluminum plate without any intermediate layer, significantly enhancing the interface reliability and reducing the risk of thermal failure.
According to QY research, the global market size of metallized ceramic substrates reached 1.13 billion US dollars in 2022. It is projected to increase to 4.15 billion US dollars by 2029, with a compound annual growth rate of 18.23%, indicating the broad market prospects of ceramic substrates.
03 Innovative Thermal Management Materials: Carbon Ceramics Bring New Experiences to the Healthy Cabin
Carbon ceramic materials are opening up new application scenarios within the cabins of new energy vehicles.
Hai Li Moku's entropy showcased four innovative carbon ceramic electric heating products during the debut of the trial production model of Changan Auto's Avito 12. These include seat heating for both the front and rear rows, heating for all floor mats, heating for the front armrests, and heating for the handles of the four doors.
The Haili carbon ceramic automotive seat heating film showcased along with the Avvia 12 model has a coating thickness of less than 10 μm and exhibits excellent conductivity and heat conduction properties.
Its working voltage is 12 - 14.5V, with a power of 45W and a surface working temperature of 65℃. It can achieve rapid and uniform heating within a short period of time, significantly enhancing the riding comfort in cold environments.
Compared with the traditional ceramic PTC air conditioning auxiliary heating system, the auxiliary heating of the pure electric vehicle floor mats significantly reduces power consumption, which is expected to solve the problem of range anxiety. It operates without noise and is compatible with 12-36V low-voltage power supplies, ensuring high safety.
More importantly, the carbon ceramic heating film can emit far-infrared waves in the 6-14μm range, which precisely matches the absorption range of human body's far-infrared rays. These waves can penetrate deep into the skin tissues, promoting local blood circulation and effectively alleviating muscle fatigue and soreness.
04 Promising Industry Outlook: The Advanced Ceramics Market Experiences Explosive Growth
China's advanced ceramics industry has entered a stage of high-quality development. With its characteristics such as high strength, high temperature resistance, and excellent biocompatibility, it has been widely applied in strategic emerging fields such as electronics, healthcare, and new energy.
The market size of the advanced ceramics industry is estimated to be approximately 109 billion yuan in 2024, and it is projected to reach 116.7 billion yuan in 2025.
Functional ceramics, due to their irreplaceable role in electronic components, biomedicine and other fields, have dominated the market, accounting for approximately 77%.
In the field of new energy vehicles, the demand for functional ceramics has expanded from "battery separators" to "motor insulation" and "thermal management systems".
The battery separator should have "ion conductivity + thermal stability" to prevent battery overheating; the motor insulation components need to meet "high-voltage resistance + high-temperature resistance" to ensure the reliability of the motor.
Some enterprises have adopted the "ceramic-polymer composite membrane" technology to simultaneously meet the requirements of ion conduction and mechanical strength, thus becoming the industry's technical benchmark.
With the continuous advancement of processing technology and the continuous reduction of production costs, ceramic bearings have gradually expanded from their previous limited application in some high-end, sophisticated and specialized fields to industrial applications.
The advanced ceramics industry in China is accelerating its progress into new materials, new technologies and intelligent manufacturing. The integration and application of cutting-edge technologies such as nanotechnology and 3D printing are driving the large-scale production of high-performance ceramic materials like zirconia and silicon nitride.
In the future, with the widespread adoption of the 800V high-voltage platform and the upgrade of power semiconductors, ceramic materials will play a more crucial role in the three core systems of new energy vehicles - the motor, battery, and electronic control.
During the process of industry consolidation, enterprises with the "three-high" characteristics will dominate the competitive landscape, while outdated production capacity will be rapidly phased out.
