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Autonomous driving? Chip self-sufficiency? What impact will the "two sessions" have on the automotive industry?

The annual national "two sessions" are major events that are closely related to each of our Chinese. As an automotive practitioner, 51 Jun is particularly concerned about those issues related to automobiles and the future development direction of the automotive industry.

Autonomous driving? Chip self-sufficiency? What impact will the "two sessions" have on the automotive industry?

As we all know, "carbon neutrality" has always been a topic of great concern in recent years, especially in the automotive industry, which is an important industry to achieve "carbon neutrality". This not only connects with the general trend of the country towards the goal of "double carbon", but also inherits the key to the upgrading and transformation of the manufacturing industry and the development of science and technology.

Therefore, related fields such as new energy development, chip autonomy, battery safety, automobile export, and automatic driving legislation are all important topics of the "two sessions". Here 51 Jun will first list the automotive-related proposals for all readers to understand first.

Autonomous driving? Chip self-sufficiency? What impact will the "two sessions" have on the automotive industry?

The above proposals are not all the proposals of the "two sessions" on automobiles, but the content of the above proposals is closely related to the development of the automobile industry. And most of the proposals come from domestic first-line car companies or related technology companies. According to the content of the proposal, 51 Jun roughly divides them into the following categories:

1. Development and construction planning of automatic driving and intelligent networking;

2. The development of industrial chains such as the autonomy and domestic production of vehicle-grade chips;

3. The development of power battery safety and diversity;

4. Promote the implementation of the "going out" strategy of Chinese automobiles;

5. Construction of basic supporting facilities for new energy vehicles;

6. New energy subsidy policy and "carbon neutrality" management method;

7. Promote the diversification of new energy vehicles such as methanol;

8. Open up the management plan of foreign equity ratio, etc.;

"Let autonomous driving have a law to follow"

It is not difficult to see that in the proposal of the "two sessions", automatic driving and intelligent networking have been mentioned the most times. For example, Baidu Robin Li focused on topics related to "intelligent transportation" and "automatic driving" in the seventh proposal. This is the absence that exists between the current development of autonomous driving technology in the mainland and existing laws and regulations.

Autonomous driving? Chip self-sufficiency? What impact will the "two sessions" have on the automotive industry?

According to the division of the car's intelligent driving level, the watershed between L2 and L3 is the watershed of intelligent driving, and when entering the L3 level of intelligent driving, it has been allowed to hand over part of the driving right to the computer. For example, Xiaopeng NGP (Automatic Navigation Assisted Driving), WEILAI NOP Pilot Status, etc. all allow vehicles to achieve automatic driving to a certain extent.

In addition, the self-driving taxis jointly cooperated by Baidu and Jihu alphaT models during the Winter Olympics appeared at the Winter Olympic venues and were opened to the public for experience. The trial operation of self-driving taxis carried out nationwide is even more numerous.

Autonomous driving? Chip self-sufficiency? What impact will the "two sessions" have on the automotive industry?

Countless facts show that autonomous driving is getting closer and closer to our lives. But at this stage, there is a lot of controversy around autonomous driving. In 2021, a Weilai user in Putian, Fujian Province, died after activating the automatic driving function (NOP pilot status) while driving the ES8 on the highway and then had a traffic accident on the highway section. There has been a lot of controversy surrounding this incident.

Autonomous driving? Chip self-sufficiency? What impact will the "two sessions" have on the automotive industry?

The biggest point of contention is, when an autonomous vehicle is involved in an accident, who will bear the responsibility? In order to avoid risks, many manufacturers have adjusted the publicity of "L3 level automatic driving" to "L2.5 level driving assistance" to avoid possible responsibilities.

Not only that, in the past two years, there have been frequent incidents such as "stall doors" and "brake doors" of smart cars on the Internet, and then they have been unable to determine responsibility because of difficulties in obtaining evidence. Therefore, the confirmation of relevant laws and regulations will help clarify the division of responsibilities and promote the development of autonomous driving from the regulatory level.

Autonomous driving? Chip self-sufficiency? What impact will the "two sessions" have on the automotive industry?

During the "two sessions", CHEN Hong, chairman of the saic motor party committee, Zeng Qinghong, secretary of the party committee and chairman of the board of directors of GUANGZHOU AUTOMOBILE Group, and other people's congress deputies have successively submitted relevant topics.

"Solving the Chip Problem"

Since 2020, due to the impact of the international situation, automotive chips have been in a state of short supply, the initial reason is that Malaysia has closed a large number of factories due to the impact of the epidemic, resulting in insufficient global chip production capacity. According to automotive industry data forecasting company AutoForecast Solutions (AFS), due to the shortage of chips, the global automotive market will reduce production by about 10.2 million units in 2021.

Autonomous driving? Chip self-sufficiency? What impact will the "two sessions" have on the automotive industry?

In the first two months of this year, due to the continuous impact of the shortage of chips, the global automotive market has reduced production by about 643,000 units. The lack of chip supply has also deeply affected the mainland automobile industry, which not only led to a general increase in automobile prices, but also caused many unstable factors to the development of the industry. Coupled with the recent deterioration of the "Russian-Ukrainian conflict", which has further led to the rise of raw materials, these are unfavorable factors for the development of the automotive industry.

Autonomous driving? Chip self-sufficiency? What impact will the "two sessions" have on the automotive industry?

In such a global context, how to accelerate the development of the mainland chip industry chain is an urgent matter. Only by breaking the constraints of chips and achieving self-sufficiency can we achieve long-term and stable development.

In addition to the above two proposals, it is not difficult to see that the senior representatives of various industries at the "two sessions" put forward various improvement proposals around the future development of new energy travel. If these topics are implemented, they will have important groundbreaking significance for our new energy layout.

From another point of view, the development of the mainland's automotive industry has indeed gained the capital of overtaking in curves after taking the lead in laying out new energy. And we have begun to formulate a blueprint for planning new energy according to the national conditions of the mainland, and believe that in the future new energy world, we can truly become a rule-maker with a right to speak.

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