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The era of "users, no fans" should be over, and the epoch-making Cadillac LYRIQ mission is broken

The era of "users, no fans" should be over, and the epoch-making Cadillac LYRIQ mission is broken

preface

To explain everything with causal thinking always gives one a self-immersed view of reason. Because, so, unfortunately, can not explain why NOKIA suddenly fell off a cliff, it is true that it did nothing wrong. Of course, no one is perfect, and even a large company such as NOKIA is; it is not wrong at all, against common sense. Take GM as an example, as the three traditional American systems that have lasted for a hundred years, the growth process is inevitable to make mistakes. But to be fair, GM has never lacked an innovative spirit. For example, the ev1, the first to be equipped with nickel-metal hydride batteries, aluminum frames, and electric vehicles with IGBT motors in the true modern sense. The VOLT plug-in EV launched later is a stroke in human history.

But today, it seems that these eye-catching innovations can not withstand the new forces Ofivian, Lucid, Tesla, these waves of courage, the market value has been overturned.

Does GM no longer have the courage to fight with the back waves?

Out of the circle, has always been an indestructible plot

At the 2021 North American Consumer Electronics Show (CES), Cadillac showcased an impressive VTOL vertical takeoff and landing vehicle. The public was touched by the sci-fi look and innovative travel concept, and GM seemed to have opened up and sublimated overnight. On the other hand, there are also voices questioning whether this is a marketing gimmick that is out of touch with reality and similar to a Flag.

The era of "users, no fans" should be over, and the epoch-making Cadillac LYRIQ mission is broken

In fact, no matter what the outside world thinks, for GM itself, I am afraid that VTOL is more like a kind of sustenance, a symbol of inner catharsis after being silent for too long.

Whether it is building starships or engaging in self-driving vehicles, the commercial vision plays a role in supporting real stock prices. But for General Motors, I am afraid that thousands of tastes will come to mind, not ordinary feelings.

The era of "users, no fans" should be over, and the epoch-making Cadillac LYRIQ mission is broken

Perhaps the public has noticed the news that General Motors will work with Lockheed Martin, a longtime contractor for the National Aeronautics and Space Administration (NASA), to develop self-driving electric vehicles that will carry astronauts on the moon in the future. Turning the calendar forward, General Motors has also worked with NASA's Johnson Space Center to develop several generations of robots that have stepped into space on the space shuttle, such as the famous robot astronaut R2. Further ahead, Hughes Electronics, the electronics division of General Motors, once dominated the world's satellite manufacturing and space communication technology. But in the 1990s, at a time of opportunity to transform the electronics, communications and aerospace sectors, GM somehow stopped and made a decision that would have been extremely stifling to sell Hughes Electronics.

Although the sale of Hughes and Delphi in those years and GM today are attributed to the fact that traditional forces are not optimistic about capital and cannot be simply classified as causal. However, the current newly launched Ultium Aotene platform and VIP (Vehicle Intelligence Platform) electronic architecture at least show that the general foundation is rich, there are many technology research and development precipitation, especially in the use of wireless communication field forward-looking vision.

This time, GM emphasized the Ultium Aotene platform, the mother of LYRIQ, to achieve flexible battery arrangements, thanks to the wireless battery management system (wBMS). wBMS is the most important innovation of the Ultium Aotene platform at the intelligent level, which communicates wirelessly through the wireless communication module front inside the battery pack and each battery module, so as to realize real-time monitoring and control of the battery in each module. The most intuitive benefit of wBMS is that it can simplify the battery pack structure, and by using the industry's first wireless communication technology, the Ultium Aotene platform can reduce the wiring harness in the battery pack by 90%, effectively improving the space utilization of the battery pack.

The era of "users, no fans" should be over, and the epoch-making Cadillac LYRIQ mission is broken

Second, another benefit of the wireless battery management system is that it can support more granular system management and OTA upgrades in conjunction with GM's next-generation VIP electronic architecture. The data processing rate of VIP Intelligent Architecture has increased by 5 times compared with the previous one, and can process up to 4.5TB of data per hour, which means that up to about 1.2GB of data per second is transmitted and processed, while supporting 10Gbps on-board Ethernet communication, so that vehicles have full potential to achieve internal and external data collaboration and cloud processing in the future.

At the same time, SAIC-GM's Ultium Aoteneng Gigafactory and GM's North American plants are the first to adopt wireless communication technology on battery production lines. Because wireless communication technology is used to detect battery performance, part damage caused by connector insertion and removal in traditional battery testing can be avoided, and the assembly quality and production line efficiency of the Ultium Aoteneng Gigafactory can also be improved.

The era of "users, no fans" should be over, and the epoch-making Cadillac LYRIQ mission is broken

The pre-sale price of 439,700, can it be played?

With the blessing of Ultium and "VIP", will LYRIQ be able to play in the market?

It's not that early. After all, from the small set to the big set and then to the final listing to invoice the car, there is still about half a year away, and the variables in the middle are not small. Especially in 2022, Cadillac is facing not only several new "NBA" forces in the Chinese market that require rearrangement seats, but also traditional car peers will also exert efforts to come up with a series of the latest intelligent electric products for homogenization competition. Can LYRIQ stand out? Can it be like Tesla, in China's luxury cars to establish the top position of the United States?

The era of "users, no fans" should be over, and the epoch-making Cadillac LYRIQ mission is broken

First look at the value of the face, LYRIQ, give a full score.

1.8m oversized black crystal obsidian grille, streamer rain in-line LED headlights, streamer flying wing LED taillights, 1.83 m2 oversized panoramic glass dome extended to roof spoiler,

33-inch 9K ultra-high resolution ring screen super retina screen, 26-color atmosphere light, Mens' Shield crystal drill electronic control knob, water bird logo dashboard engraving, "jewel box- " drawer storage compartment... All in all, luxurious.

The era of "users, no fans" should be over, and the epoch-making Cadillac LYRIQ mission is broken

Secondly, look at the configuration, the entry standard is rich enough, 90 points.

The rumored Qualcomm SA8195P, the SoC from the laptop, will not be equipped for the time being, and the 8155 of the current market hard currency is enough, but after all, it has shrunk the expectations of some geek users. Realistically, both are 7nm process 8-core heterogeneous, and the data performance difference has not been disclosed for reference in the actual performance test.

The era of "users, no fans" should be over, and the epoch-making Cadillac LYRIQ mission is broken

On the CPU side, the 8195's 4 (2.84GHz) + 4 (1.80GHz) = 150K DMIPS looks better than the 8155's 1 (2.96GHz) + 3 (2.42GHz) + 4 (1.80GHz) = 105K DMIPS design.

In the GPU segment, the 8195's Adreno 680 (1842.5GFLOPS) core hashrate nearly doubled the performance of the 8155's Adreno 640 (1000GFLOPS).

The DSP part, the Hexagon 690 (9TOPS) hash rate, is a little better than the 8155 without a separate NPU core (AI engine composed of DSP + CPU + GPU = 8TOPS).

The era of "users, no fans" should be over, and the epoch-making Cadillac LYRIQ mission is broken

Overall, the 8155 and 8195 have a certain performance gap, but the two are not worse than the generation; there is a big generation difference with the theoretical performance of the 5nm process 8295 rumored in Qualcomm Snapdragon's fourth-generation intelligent cockpit. But then again, 8155 meets the car specifications and has been tested by large-scale loading; and the theoretical parameters of 8295 are actually limited to the outside world, and it has not yet passed the car regulations, it is not a product prepared for the moment. In comparison, in the end, let's deduct 5 points from the geek sentiment score.

The other project with 5 points deduction, it is estimated that many people have guessed, comes from lidar. The comprehensive computing power of the 8155 8-core SoC obviously has no potential to be squeezed dry. Many new forces have boldly launched 4 and 2 lidar + 4-zone independent voice control + 7-screen interaction, and even 5G plug-in + V2X super super full application. From this point of view, LYRIQ's 9K ultra-high resolution ring screen super retina "with fish screen" + 19 speakers of AKG sound performance, I believe there is no pressure at all.

The era of "users, no fans" should be over, and the epoch-making Cadillac LYRIQ mission is broken

The high-end version should also have no problem squeezing out an AR-HUD+ rear multi-screen; especially whether the rear dual screen can play similar to Cyberpunk 2077 is very smooth, and the speculation is not a big problem. Cadillac itself also wants to make the 9K screen the most stunning standard explosion point, and specially found the special effects company Terraritory Studio and Rightpoint to create the user interface in 2023. Of course, whether this super dazzling custom interface can be upgraded for the first car owners for free, which is not one of the good lock user points?

Finally, it seems that lidar is going to be bundled with 8295 2 years later. GM believes that it has spent a lot of effort to develop the Super Cruise super assisted driving system, and the real strength has not been fully released at present, and then the price of lidar is still high, which is unnecessary from the perspective of controlling costs. However, the user does not care, the deduction of 5 points is unreasonable.

439,700 pre-sale price, 99 points, but to be deducted 10 points.

The era of "users, no fans" should be over, and the epoch-making Cadillac LYRIQ mission is broken

Regardless of whether other brands take LYRIQ as a competitor, in addition to a bunch of luxurious comfort configurations, the maximum power is 255kW, the peak torque is 440Nm motor, the acceleration time of 0-100km/h is 6.9s (the subsequent four-wheel drive version is 4.9s), the battery pack capacity is 95.7kWh, the ternary lithium battery, the 100 km power consumption is 15.6kWh/100km, and the CLTC has a battery life of 650km... LYRIQ's pre-sale price of 43.97 million is sincere enough that it is not so easy to hack it. In addition, there is a possibility of continuing to put prices under the sincerity, from the current speculation, the Dading stage is likely to greatly upgrade the owner's welfare package, expansion gold, and there may be a relatively preferential space of 1-20,000 on the basis of the increase. For this sense of anticipation for Da Ding, I can't score a full score. Of course, compared with the BWM iX dual motor in the same period and the mercedes-Benz EQS that has just been launched as a single motor version, the single motor version of LYRIQ can definitely play.

So why do you say that 10 points are deducted?

The epoch-making mission of LYRIQ is to break the game

Saic-GM's three brands have always faced the biggest problem in recent years, that is, the price cannot be kept, and the discount comes too quickly. From the brand building side, marketing ideas are good enough; many people regard SAIC-GM as the Whampoa Military Academy for car marketing. But as soon as I arrived at the sales terminal, in order to quickly increase the volume, everyone quickly knelt, and kneeling became a habit for many years.

Then this time in fact, there is a bit of direct operation of the meaning of the IQ space, from the front-end to the final club service, Cadillac or SAIC-GM, a good opportunity to break the game.

LYRIQ really can play, from the exterior interior design to the performance configuration to the price. However, whether SAIC-GM itself can recognize that this is a rare opportunity to make changes and go all out is not known for the time being. Therefore, the move to leave a deduction of 10 points, I believe that at this moment, the users who have made a small decision do not object.

Breaking the game, sticking to the price and not kneeling is one thing. On the other hand, SAIC-GM's sales have always been in the top three in the Chinese market, but "there are sales and users, but no fans." The original design of the chevrolet can be upgraded to buy a Buick or upgrade the Sun Strategy of cadillac, this road did not go through. The analysis of the reasons why the three cannot be transferred is not expanded here.

The era of "users, no fans" should be over, and the epoch-making Cadillac LYRIQ mission is broken

The core only mentions that SAIC-GM has always been a sales thinking guide, rather than a user thinking guide. In the years of the chinese car market, everyone will be lost in sales. Well, today there are new power models in the forefront, whether it is Xiaomi or Weilai, they have given excellent user operation manuals. If you don't learn well, then directly copy the homework, which is not shameful; you can copy the details of the copy smoothly, so that new and old users are pleasantly surprised to find that GM finally "understands" them, so that human service into a real sense of brand belonging.

Write at the end

As the last article of 2021, we landed on Cadillac LYRIQ and really have great expectations for it.

SAIC-GM needs LYRIQ to be the platform "pioneer", so that the two swords of Ultium Aotene platform and VIP electronic architecture can open up a good path for subsequent products and brand layout. From the consumer side, a die-hard situation like Weilai Xiaomi may not appear, but it is the same as Xu Zheng's movie "Love Story" full of Shanghainese warmth; Cadillac You have to find your own point, with luxurious style, amazing tone, so that users really think that buying you is not to buy the bid, but because you are its friend.

The era of "users, no fans" should be over, and the epoch-making Cadillac LYRIQ mission is broken

In fact, all the transformed luxury brands are the same, and the era of "having users, no fans" has reached the end of the moment.

Goodbye 2021, hello 2022.

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