Bicycle Drive Unit Planetary Gear Torque Control

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Solution Overview

Problem

Conventional bicycle drive units face a reduction in assisting force and driving efficiency due to variations in crank rotational speed, as motor output torque is insufficient at different rotational speeds.

Innovation Solution

A bicycle drive unit comprising a transmission system with a planetary gear mechanism, one-way clutches, and a controller that adjusts the motor's rotational direction based on crank speed, ensuring consistent torque delivery through multiple gear ratios and directional switching.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Device complexity

If the motor rotational speed is directly proportional to the crank rotational speed, then the transmission structure is simple, but the output torque becomes insufficient and driving efficiency decreases at varying crank speeds

Engineering Contradiction:
Improvetransmission structure complexityVSAvoidmotor output torque
Core Design Contradiction:
Device complexityVSPower

Solution Approach 1:

The patent applies a multi-stage planetary gear mechanism with variable gear ratios that can dynamically adjust the transmission ratio between motor and crank based on operating conditions. This allows the system to maintain optimal torque multiplication across different crank speeds without requiring a complex variable geometry mechanism, thus resolving the contradiction between structural simplicity and torque sufficiency.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The patent changes the transmission parameter (gear ratio) by using a multi-stage planetary gear system with different gear combinations. By selecting appropriate gear ratios from the planetary gear stages, the system can maintain sufficient output torque across varying crank speeds while keeping the motor size and structure relatively simple.

Inventive Principle:
Principle #35Parameter changes

2Device complexity

If the motor rotational speed is directly proportional to the crank rotational speed, then the transmission structure is simple, but the driving efficiency decreases at varying crank speeds

Engineering Contradiction:
Improvetransmission structure complexityVSAvoidmotor driving efficiency
Core Design Contradiction:
Device complexityVSLoss of energy

Solution Approach 1:

The planetary gear mechanism provides dynamic gear ratio adjustment capability that allows the motor to operate in its high-efficiency range across different crank speeds. By selecting appropriate gear ratios, the system minimizes energy losses while maintaining a relatively simple transmission structure.

Inventive Principle:
Principle #15Dynamics

3Power

If a multi-stage planetary gear mechanism is introduced to maintain torque, then the output torque is sufficient, but the transmission structure becomes complex

Engineering Contradiction:
Improvemotor output torqueVSAvoidtransmission structure complexity
Core Design Contradiction:
PowerVSDevice complexity

Solution Approach 1:

The patent merges multiple planetary gear stages into a compact integrated transmission unit. By combining the gear stages and sharing common components (such as sun gears, planet carriers, and ring gears), the system achieves sufficient torque multiplication while minimizing the overall structural complexity and component count.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The multi-stage planetary gear mechanism is arranged in a nested configuration where smaller gear stages are positioned within or alongside larger gear stages. This nesting approach allows the transmission system to achieve high torque multiplication ratios while maintaining a compact and relatively simple overall structure.

Inventive Principle:
Principle #7Nested doll (Nesting)

Data Source

PatentUS9873480B2Bicycle drive unit
Publication Date: 2018.01.23 SHIMANO INC
  • US9873480B2 patent drawing
  • US9873480B2 patent drawing
  • US9873480B2 patent drawing

AI summary

A bicycle drive unit basically has a transmission, a motor and a resultant force member. The motor is configured to transmit rotation to the transmission, and a resultant force member to which rotation from the transmission and from the manual drive force is transmitted. The transmission has a first sun gear, a second sun gear, a first ring gear, a second ring gear, a first planetary gear, a second planetary gear and a third planetary gear. The first, second and third planetary gears are separate individual gears. The first planetary gear is engaged with the first sun gear and the first ring gear. The second planetary gear is engaged with the second sun gear and the third planetary gear. The third planetary gear is engaged with the second planetary gear and the second ring gear.