According to the data released by the State Administration for Market Regulation on the recall of defective products in 2021, a total of 232 car recalls were implemented in the mainland last year, involving 8.73 million vehicles, and the number of recalls increased by 29% year-on-year.
From the perspective of the structure of recalled components, 84% of the total number of recalls due to defects in engine and electronic and electrical components. From the perspective of defect recall reasons, those recalled due to manufacturing reasons account for 15% of the total number of recalls. Recalls due to design reasons account for 85% of the total number of recalls.
In the environment of the rapid development of the automobile industry, the current transformation of fuel vehicles to new energy vehicles has given birth to a change from functional traditional vehicles to smart cars, and smart electric vehicles have become the current mainstream trend. It is not difficult to find that with the gradual development of intelligent electric vehicles, the underlying electronic electrification architecture is also evolving, and it has begun to expose various safety issues.
By the end of 2021, Mainland China had implemented a total of 2,423 recalls of automotive products, involving 91.3 million defective products. Data show that 99.9% of the car recalls and more than 50% of the electronic and electrical products recall, which has also caused the industry to gradually pay attention to.
Tesla's recall was the first year
With the increasing number of new energy vehicles, the recall of new energy power such as batteries, motors, and charging devices is also positive
Gradually increase. Up to now, a total of 229 new energy vehicles have been recalled, involving 1.98 million vehicles.
In the new faction, Tesla is in an absolute position of "bellwether". According to the data, Tesla's deliveries in China in 2021 reached 484,100 vehicles, accounting for 51.71% of Tesla's global 936,200 deliveries, and China has become the main market for Tesla's development, but with the number of recalls climbing.
Tesla's first recall in 2022 recalled 54,000 products due to problems with the autopilot system, and in just a few days, Tesla conducted a second recall.
Recently, the National Highway Traffic Safety Administration issued an announcement that Tesla is conducting safety recalls on more than 817,000 vehicles because of problems with the seat belt tips of the relevant batches of vehicles. 817,000 vehicles, equivalent to more than 87% of its full-year 2021 sales, and the largest recall Tesla has ever had in the United States.
Looking back at 2021, last year also became the first year of Tesla's recall, counting the previous recall plan, Tesla issued 9 recall orders in 2021, and the global recall was about 900,000 vehicles. However, it is basically some quality control problems, such as the hidden danger of the chassis steering knuckle detachment, the hidden danger of the subframe bolt not being tightened, the airbag collision not opening, and the steering failure.
Although these problems do occur in traditional car companies, but in the past year alone, Tesla is still not as rich as traditional car companies in terms of car manufacturing experience accumulation. There are still dark spots under the aura, and Tesla today may not really realize that it is impossible to achieve this truth if it wants to be fast. Tesla still has a long way to go on the road to becoming the "Toyota" of the tram field.
The new energy market may usher in a major reshuffle
Behind the tesla's large recall, we seem to be able to boldly guess some possibilities for the future development of new energy vehicles. First, in the future, the country will control the quality of new energy vehicles with stricter standards, second, whether it is traditional car companies or new car-making forces, they will also begin to establish stricter quality standards to break the quality difficulties one by one, and the third is that the entire new energy industry is about to usher in the next stage of the reshuffle.
With the development of the speed of light of new energy vehicles, the increase in the penetration rate of intelligent and connected vehicles, and the popularization of OTA technology, OTAs have gradually become an important means of vehicle safety improvement and service in the automotive aftermarket. The development of automotive digitalization and intelligence is often accompanied by new security challenges.
In 2021, there were 10 OTA recalls involving 2.92 million defective vehicles. Although the number of recalls is considerable, from the total number of vehicles involved, it accounts for about one-third of the total recalls in the whole year.
However, car companies can improve and optimize some functions or performance of sold vehicles by remotely upgrading OTAs, which not only saves time, but also reduces costs, and the completion rate of car recalls is also significantly improved. Nowadays, during the period of change in the entire industry, the quality problems of new energy vehicles, product recalls, user complaints and other issues will also become the experience and lessons of encouraging the "upward" development of the industry.
In the Notice on Further Strengthening the Supervision of Remote Upgrade (OTA) Technology Recalls issued on the official website of the State Administration for Market Regulation, it is clearly stated that if a producer adopts the OTA method to eliminate defects in automobile products and implement a recall, it should formulate a recall plan in accordance with the requirements of the Regulations on the Administration of the Recall of Defective Automobile Products and the Implementation Measures for the Administration of the Recall of Defective Automobile Products, file a record with the Quality Development Bureau of the State Administration for Market Regulations, and perform the main responsibility of the recall in accordance with the law.
Obviously, in the process of the industry's market-driven development, the increase in market capacity does not mean that car companies can sit back and relax, further intensification of competition is an inevitable phenomenon, and only those car companies that sincerely make changes can really profit from the transformation and achieve higher quality development.
In the future, the State Administration for Market Regulation will continue to pay close attention to the safety of new energy vehicles, increase technical research and defect investigation, predict and solve major safety risks, and provide effective help for the healthy development of the new energy automobile industry.
Public opinion: this reshuffle will target all "players" in the field of new energy
In fact, from the beginning of industrial transformation, the reshuffle of this new car-making force camp has begun. For example, the first three enterprises led by the current leader, "Wei Xiaoli", as well as several enterprises such as Weima and Nezha in the second camp, are the leaders in the process of reshuffling. Despite this, it still attracts many new car-making players to join.
In the future, this reshuffle will target all players in this field, including new forces, traditional enterprises, and technology companies. A variety of players participated, but once the shuffle war began, very few survived. I vaguely remember what Li Shufu, chairman of Geely Holding Group, once said, "Only 2-3 auto companies can survive in the future", which is true now.