In the era of traditional fuel vehicles, the three major parts of the car are the engine, gearbox, and chassis, and these three parts are also the core technology.
In the era of electric vehicles, the three major parts of the car have become the three-electric system, intelligent driving, and intelligent cockpit. The three-electric system is mainly battery, motor, and electronic control system.
Many people believe that in the era of electric vehicles, the core technology is the new three major parts, that is, the three-electric system, intelligent driving, and intelligent cockpit.
The three-electric system is easy to understand, battery, motor, electronic control system (including software). In terms of intelligent driving, it includes software algorithms, hardware (lidar, etc.), and in terms of intelligent cockpit, it also includes cockpit chips and operating systems.
Therefore, many people look at the problem from the perspective of the mobile phone era, and feel that in the era of electric vehicles, chips and systems should be the core, and there is no core technology without its own smart chip, cockpit chip, and no own system.
In fact, in the era of electric vehicles, chips, systems, and intelligent driving are really not the core technology, if you say that the core technology is the three-electric system, it may be a little better, but in fact it is not now.
Musk once said that the core technology of electric vehicles has nothing to do with chips, systems, and hardware, but is the ability of supply chain management.
Because the chip is not important, the system is not important, and the three electric vehicles are also not so important, there are many supply chains in the world, and they may not necessarily do it themselves, and even if they do it themselves, they may not be able to become the world's top.
Times have changed, in the era of electric vehicles, the core competence is to integrate the global supply chain, manage the global supply chain, to put it more bluntly, is to be able to take the best things in the world to assemble, this ability is the most important.
Of course, this ability reflects the same assembly, you can have lower costs, higher efficiency, faster inventory cycles than others, can achieve greater scale, faster iteration ability, then others will definitely be beaten down by you.
As for intelligent driving, chips, and systems, you can find the world's top to cooperate, because no company can lead in these aspects.
Especially in the field of electric vehicles, the domestic supply chain is developing very fast, and very complete, no one will be able to get stuck in our neck, this trend is more obvious, who will be the most integrated, the most integrated, who will have more advantages.
To give the simplest example, your self-developed battery, can it be compared to CATL, BYD? Your self-developed system, must be better than HarmonyOS and surging OS? If you develop your own chip, can it be stronger than Nvidia, Qualcomm, Huawei, etc.?