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On April 11, at the Huawei HarmonyOS Ecosystem Spring Communication Conference, Yu Chengdong, Executive Director of Huawei, CEO of Device BG, and Chairman of Intelligent Vehicle Solution BU, and Yin Tongyue, Secretary of the Party Committee and Chairman of Chery Holding Group Co., Ltd., released the first smart car Zhijie S7, and officially announced that Zhijie S7 has achieved mass delivery and can "deliver one car in one minute". Yin Tongyue said: "If China wants to build good cars and change from a big car country to an automobile power, it needs the blessing of Huawei's Hongmeng system. ”
At the press conference, Yu Chengdong was suspected of "satirizing" the mobile phone holder of Xiaomi SU7, Yu Chengdong said with a smile: "At first, I couldn't understand why some cars still use mobile phone holders, but then I figured it out, because their car navigation is not easy to use, and they need to use mobile phone navigation." "But with Huawei's car, there is no need for a mobile phone holder or mobile phone navigation. The HarmonyOS system has a powerful ability to make all mobile applications on the car. A strong heart, no need for a phone holder.
Subsequently, Lei Jun, founder, chairman and CEO of Xiaomi, posted, "Today, Mr. Yu of Huawei ridiculed the design of our Xiaomi SU7 original mobile phone holder at their press conference. At the same time, he also launched a vote: "Do you support the design of the original Xiaomi SU7 mobile phone holder?" The results of the vote showed that 77,000 people supported it and 15,000 people did not.
Under Lei Jun's Weibo, some netizens commented that "the pattern is too small", to which Lei Jun responded: "It's okay. Peer-to-peer exchanges can help improve the level of products. ”
Looking back at the development of the mainland's smart car industry from "Yu Chengdong's ridicule of the mobile phone holder incident":
-- Overview of the definition of the intelligent networked vehicle industry
Intelligent networked vehicles refer to vehicles that use on-board sensors, controllers, actuators, communication devices, etc., to achieve environmental perception, intelligent decision-making, and/or automatic control, collaborative control, information interaction and other functions. In the early days, intelligent networked vehicles focused on "intelligent vehicles", emphasizing the intelligence of single vehicles, and in the future, they will gradually develop to the path of integration of intelligence and networking, so as to achieve real intelligent networked vehicles.
-- Sales and penetration rate of smart cars
Automobiles mainly rely on sensors to collect and transmit external environmental information to the in-vehicle information processing center to achieve autonomous driving, so with the upgrade of autonomous driving, the number of sensors installed in smart cars will continue to increase in the future, driving the number of connectors to increase in proportion. As an important interface between autonomous driving sensors and vehicles to achieve data transmission, connectors will continue to rise in the future with the upgrade of autonomous driving and the shipment of high-level autonomous driving models.
-- Key links in the self-development of smart car companies
With the continuous evolution of automotive intelligence (including intelligent driving and intelligent cockpit) and electrification, the value content of related links is getting higher and higher, and car companies are bound to take these core technologies into their own hands and have the right to speak. Electrification system components (batteries, motors, etc.), intelligent cockpits, intelligent driving, intelligent chassis, and integrated die-casting have all become key aspects of automakers' self-development.
According to the report of the Prospective Industry Research Institute, the new energy, big data, electronic information and other resources related to the development of the global intelligent networked new energy vehicle industry are accelerating to the domestic agglomeration, and the mainland intelligent networked new energy vehicles are gradually moving towards a new stage of rapid development, and the market penetration rate continues to rise rapidly, and is expected to reach more than 40% by 2025; By 2030, intelligent networked new energy vehicles will become the mainstream of the market. Therefore, the prospect remains optimistic about the development of intelligent networked vehicles, and is expected to have a large growth rate in recent years, and it is initially predicted that by 2029, the scale of China's intelligent networked vehicle industry may exceed 2 trillion yuan.
Luo Yingyu, fund manager of the quantitative and derivatives investment department of Penghua Fund, believes that compared with traditional cars, intelligent networked vehicles have distinct advantages in driving experience, user experience and safety performance. As an important direction for the future development of automobiles, automotive intelligence has become the general trend.
In Luo Yingyu's view, the current domestic intelligent driving is in the transition stage from partial automatic driving to conditional automatic driving, and with the two-way support of policies and regulations and car companies, the "qualitative change" of the automotive intelligent industry is about to land. With the enhancement of consumer cognition and the rapid progress of large computing power chips and perception algorithms, urban NOA has begun to be promoted on a large scale, and the industry is accelerating into the stage of high-end intelligent driving. The environmental perception system, intelligent decision-making system and control execution system involved in this all contain majestic investment opportunities.
Prospective Economist APP Information Group
For more research and analysis of this industry, please refer to the "Analysis Report on the Development Model and Investment Strategic Planning of China's Intelligent Connected Vehicle (ICV) Industry" by Qianzhan Industry Research Institute.
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