"At present, the window period for China to become an automobile power is still there, and if we grasp it well, it is entirely possible for us to become a winner."
On March 26, Chen Qingtai, chairman of the China Electric Vehicle 100 Association, conducted an in-depth analysis on the topic of "the competitive situation of future automobiles and the road to automobile power".
Smart cars are subverting functional cars, and the scope of impact of subverting functional mobile phones is greater than that of smart phones, the changes to the economy and society are more profound, and the effect of benefiting society is more obvious. "In this automobile revolution, the mainland automobile industry has changed lanes first, achieved some first-mover effects, and provided opportunities for the mainland to shift from an automobile power to an automobile power. But the window of opportunity will not be too long. ”
Therefore, in this not too long window period, grasping the direction of the automobile revolution is the first priority.
Chen Qingtai believes that the new round of automobile revolution is not carried out in isolation, and what runs parallel and connected with it is the new energy revolution and a new generation of mobile communications, the transportation revolution and smart city.
Supporting this automotive revolution is the rapid development of mobile Internet, digital economy and artificial intelligence technology, which blends and interacts with the automobile revolution, providing a technical foundation and rich use scenarios for the electrification, greening, networking, intelligence and sharing of future automobiles.
Therefore, it is necessary to put the future car in a larger category, evaluate its development prospects with a broader vision, and deploy its future in order to stabilize the direction of progress.
The future of the car is a powerful carrier to absorb intermittent renewable energy; is the link that links green energy, smart grid, future travel, and a new generation of mobile communications; is the basic unit of intelligent transportation and smart city; is a pillar-type leading product that drives technological progress and industrial upgrading, and it has a strong ability to widely absorb new technologies such as informatization, networking, intelligence, big data, cloud computing, new materials, electronic power, advanced manufacturing, artificial intelligence, etc It is a large platform for the integration and innovation of many industries, and it is leading and promoting the economic and social and many industries to digital and intelligent upgrading with strong strength.
Chen Qingtai believes that electrification is only the prelude to this automotive revolution. At present, people's concerns about charging difficulties, short battery life and other issues are gradually becoming a thing of the past. For the benefit of residents, what has deeply changed the economy and society is the electrification, greening, networking, intelligence and sharing of automobiles. Finally, the collaborative integration of smart cars, smart energy, smart transportation, and smart cities will be realized. This is the direction of the next step of efforts, and it is also the focus of the next step of competition.
Second, we must attach great importance to the change of the "definition" and "attributes" of the car.
With the in-depth development of the automobile revolution, more and more high-tech companies have joined in, the scientific and technological content of new energy vehicles has become higher and higher, and the service software has become more and more abundant. Compared with traditional cars, automobiles are transforming from a typical mechanical product into a digital product based on electronic power products, Internet products, and electronic information high-tech on the basis of mechanical products.
"What drives the evolution of car functionality is data, and it's software that ensures data acquisition, processing, and utilization. In this sense, it is not an exaggeration to say that 'data determines the experience, software-defined car'. ”
Chen Qingtai mentioned that in the era of software-defined automobiles, manufacturers and users will transform from a one-time buying and selling relationship into a life cycle partnership, forming a virtuous circle of "users continue to provide data and manufacturers continue to expand services". That is, the business model of manufacturers is changing from "manufacturing" to "manufacturing + service", and the proportion of revenue of services will gradually increase.
Finally, we must attach great importance to the opportunities for the restructuring of the automotive value chain and supply chain.
Chen Qingtai believes that the bottom of the automobile power is the parts power. The subversiveness of future automobiles to traditional cars will make more than 50% of the traditional parts system face restructuring. The new species of future automobiles has greatly changed the concept and scope of auto parts, from batteries, motors, electronic controls, and power semiconductors of new energy vehicles, to chips, system software, computing platforms, video sensors, lidar, controllers, and execution devices involved in networking and intelligence, to on-board control systems, high-definition maps, Internet communications, cloud control platforms, AI algorithms and other software and hardware have become an important part of the industrial chain.
Electrification, networking and intelligence are the three major characteristics of future automobile development. To win this automotive revolution, we must pay extraneous attention to the construction of electrification, networking, and intelligence of the three supply chains. The goal is to be autonomous and controllable under open conditions.
At the same time, the value chain is also changing rapidly, and software will be the foundation and core of the future of automotive intelligence.
According to Chen Qingtai's summary, at present, the technical barriers and system barriers of future auto parts have not yet been formed, some technical routes still have room for choice, and many new technologies are still under development, which has brought historic opportunities for the development of special technology-based small and medium-sized enterprises for Chinese parts and components enterprises.
The good thing is that the fields of informatization, networking, and artificial intelligence involved in the new industrial chain are all areas with good development conditions in recent years. Therefore, Chen Qingtai stressed that it is necessary to seize the opportunity to make great efforts in view of those shortcomings and "stuck necks" links, and strive to make breakthroughs one by one to change the hollowing out of auto parts on the mainland.