Nokia moments for the automotive industry are here
In 2009, Nokia accounted for 39% of the global mobile phone market share, only a year later, Apple with the iPhone 4 dimensionality reduction hit, in the era of smart phones to become a new hegemon, and Nokia mobile phones were swept into the "other brands" ranks, which is the so-called "Nokia moment" of mobile phones.
In the automotive industry, with the guidance of national policies and the breakthrough of new energy technologies such as batteries, coupled with the surge in oil prices, the proportion of new energy vehicle sales has increased significantly.
Traditional fuel vehicles are subject to the working principle of the internal combustion engine, and it is extremely difficult to improve the thermal efficiency of fuel by 1%. The new energy vehicle is completely different, the power system of the electric vehicle is the battery plus electronic control, battery performance improvement and cost reduction can be achieved through material innovation and process improvement, lithium battery prices fell by fifty percent in three years.
According to the latest statistics of the Association of Passenger Vehicles, in November 2021, the total sales of domestic narrow passenger cars reached 1.816 million units, of which the retail sales of new energy passenger cars reached 378,000 units, an increase of 122.3% year-on-year, an increase of 19.8% month-on-month, and the penetration rate was as high as 20.8%, you know, in 2010, when smart phones are about to replace traditional mobile phones, the penetration rate of smart phones is only 8%, and two years later, this figure jumped to 36%. It can be said that the Nokia moment of the automotive industry has arrived. So the question is, the new era of new energy vehicles, who will be the next Apple?
Who is in charge of the bull's ear in the new energy era?
The old era switches to the new era, accompanied by the change of kings, and the fall of the old giants, all because of the rise of new giants with extremely strong combat effectiveness. With the rapid development of China's economy, it is only a matter of time before China surpasses the United States to become the world's largest economy, and it may even be within a few years. So from this point of view, the new energy automobile enterprises that can be the first in China are also most likely to be the first in the world.
Thanks to the foresight of China's high-level elites, China's layout of new energy vehicles in the world is the earliest, and it is also the most complete and powerful country in the industrial chain.
In the field of fuel vehicles, due to the strong accumulation of technology in Western countries, especially the engine and gearbox set up a large number of patent barriers, so that domestic cars are difficult to win in the track of fuel vehicles. In the field of new energy, the layout of Chinese enterprises is early, the power system is completely different from the fuel vehicle, resulting in the complete invalidation of the patent defense line of the fuel vehicle giants, and the international giants themselves are difficult to transform rapidly due to the entanglement of interests and strong inertia of their own huge system, which makes it possible for Chinese car companies to lead new energy vehicles.
In China's many new energy vehicle companies, the so-called new forces are often more focused on capital operation and light research and development and production, although the new energy vehicle is a new word, but it is after all a car is not a mobile phone, a large number of moving parts and a harsh use environment are determined, only the traditional automobile manufacturers can really create reliable new energy vehicles, several conditions are integrated, BYD Automobile stands out.
The layout of the whole industrial chain, BYD new energy in an all-round way
As one of the earliest independent brands in China, BYD entered the automotive industry earlier, but in the era of fuel vehicles, the performance and sales of BYD cars can be said to be tepid.
But with the explosion of new energy vehicle sales caused by high oil prices, we have found that BYD automobiles are like an iceberg floating on the surface of the sea, and the strength under the water surface is really unfathomable. In November, among the new energy manufacturers, BYD's sales were far ahead, and it soared several times compared with last year.
BYD's new energy passenger car sales of 90,142 units, up 247.8% year-on-year, firmly occupying the first place in the sales ranking of new energy manufacturers. Its flagship model, BYD Han, also hit a record high of 12,841 units in November, up 27.1% year-on-year. In the Car Sales Ranking in November, BYD Qin's sales exceeded the 30,000-unit mark, ranking fourth in the car rankings, first in domestic car cars, and more than 10,000 units ahead of the second-place Emgrand. In the field of the most popular SUV in China, BYD Song's sales in November also reached more than 25,000 units, ranking second among all SUVs, only 0.5 million units away from the first Haval H6 of universal energy, which was strong for Tesla and Changan CS75.
When the outlet of new energy vehicles arrived, everyone found that BYD had already completed the industrial layout and core technology accumulation. Now BYD, the three core components of electric vehicles are crucial, motors, electronic controls and batteries can be manufactured by themselves, reducing costs and not afraid of card necks, especially blade batteries, which greatly improves the safety of batteries and makes the word spontaneous combustion of electric vehicles disappear from the dictionary.
Win in the future, BYD leads the number of R&D investment and patents
In fact, since the trade war in 2018, all kinds of things that have happened have made more and more people understand that core technology is very important, core technology cannot be bought, and core technology must be in their own hands.
According to the "Ranking list of listed enterprises in the Chinese automotive industry" (hereinafter referred to as the "ranking"), as of now, Chinese automobile enterprises have applied for 164,300 patents, with an average of 775 patents applied for by enterprises; a total of 22,300 valid invention patents have been applied for, and the average effective invention patents of enterprises are 105. WITH 24,800 patent applications and 06,400 valid invention patents, BYD ranks first among listed enterprises in China's automotive industry. BYD's patent applications account for more than 15% of the total number of listed enterprises in China's automotive industry, which is 32 times the industry average; the number of effective patents accounts for more than 28% of the total number of listed enterprises in China's automotive industry, which is 60 times the industry average. Behind these data is the core concept of BYD's R&D business and long-term sustained massive R&D investment, only in the first three quarters of 2021, BYD R&D expenses were 5.234 billion yuan, an increase of 6.99% year-on-year.
With the pace of the great rejuvenation of the Chinese nation gradually accelerating, the day of an international giant in the automotive industry is not far away, may God bless China! In my personal opinion, BYD, which is rooted in China and developed steadily, may be the next Apple.