(Image source: Photo.com)
On April 11, at the Huawei Hongmeng Ecosystem Spring Communication Conference, Yu Chengdong, CEO of Huawei's consumer business, said with a smile when talking about the problem of car navigation: "At first, I couldn't understand why some cars still need to use mobile phone holders, but then I figured out that it was because their car navigation was not easy to use and needed to use mobile phone navigation, but using Huawei's (car machine system) does not need a mobile phone holder or mobile phone navigation." This remark was accused by netizens of being suspected of "satirizing" XiaomiSU7The car machine is not easy to use, because at Xiaomi's press conference, Lei Jun also focused on introducing a series of expansion accessories tailored for SU7, including mobile phone holders.
Recently, Yu Chengdong responded in the circle of friends: "Xiaomi is born as a smart phone, and there will be no problem with car navigation! He expressed the hope that everyone would not misunderstand.
Yu Chengdong mentioned in the circle of friends that he and Wu Pei filmed a video during the National Day holiday the year before last, and when the charging pile in Huawei Bantian Area B handed over the vehicle, a car owner who drove a hot-selling electric car brand in the United States came to charge, Wu Pei said to him: "Mr. Yu, you see, they still use mobile phone holders, mobile phone navigation smart electric vehicles can not get rid of the mobile phone holder is a shame!" Later, Yu Cheng asked a number of users who used the brand's vehicles, and they replied that the reason was that the navigation of the car machine was not easy to use, so they needed mobile phone navigation.
Looking back at the trend of the new energy vehicle industry in mainland China:
Since the launch of the "10 cities and 1,000 vehicles" project in 2009, the new energy vehicle industry in mainland China has been supported by various national policies and has developed rapidly. As an important national strategic development direction, the new energy vehicle industry has achieved great success in the domestic market. By 2022, the scale of production and sales of new energy vehicles has exceeded 6.5 million units, and mainland China has become the world's largest new energy vehicle market.
The market penetration rate of new energy vehicles in China exceeded 30%
In November 2015, China's new energy vehicle production and sales reached more than 1% of the overall automotive industry for the first time. According to the latest data released by the China Association of Automobile Manufacturers, by 2022, the market penetration rate of new energy vehicles in China will reach 27.6%, a significant increase from 2021. As of November 2023, the market penetration rate of new energy vehicles in China has exceeded 30%.
Technological innovation trends in China's new energy vehicle industry
The technological innovation trend of China's new energy vehicle industry will pay more attention to the application of emerging technologies such as artificial intelligence, intelligent vehicles, Internet of Vehicles technology, autonomous driving technology, and cloud computing technology, and the development of these technologies will further promote the development of the entire industry.
The demand for high mileage of new energy vehicles is growing rapidly, and the improvement of battery energy density has become an inevitable trend
With the successive launch of mid-to-high-end new energy vehicles, cruising range has become an important indicator to evaluate the efficiency of new energy vehicles. According to the research data of True Lithium, the proportion of high-range vehicles among China's new energy vehicles launched between 2019 and 2020 has increased rapidly. In 2019, 71% of new energy vehicles with a range of less than 200 kilometers were used, but by 2020 they had dropped rapidly to 14%, while the proportion of new energy vehicles with a range of more than 300 kilometers increased from about 15% in 2019 to more than 60% in 2020. It is expected that in the future, the demand for high-range vehicles will explode.
Gong Min, head of automotive industry research at UBS China, has said that after disassembling the BYD seal model, it was found that the cost of the BYD seal was about 35% lower than that of similar comparable models. In addition to the cost factor of Chinese production, the vertical integration of the supply chain, a high degree of integration, and continuous iteration of technology are important reasons why China's electric vehicles can achieve cost advantages.
Ouyang Minggao, vice chairman of the China Electric Vehicle 100 Association and academician of the Chinese Academy of Sciences, pointed out that electrification began in 2009, and it is expected that by about 2030, all-solid-state batteries may enter a new stage of industrialization. Intelligence began to develop around October 2015, and by the second quarter of 2023, it ushered in another technological revolution, including the rapid development of artificial intelligence, Open AI and generative artificial intelligence, and comprehensively updated the technical route of autonomous driving. Taking Tesla as an example, he pointed out that "Tesla's self-driving software is all rewritten, and it is expected that before 2030, the commercialization of domestic fully self-driving cars based on generative artificial intelligence is a high probability event." ”
Prospective Economist APP Information Group
For more research and analysis of this industry, please refer to the "Analysis Report on Market Prospect and Investment Strategic Planning of China's New Energy Vehicle Industry" by Qianzhan Industry Research Institute
At the same time, the Prospective Industry Research Institute also provides solutions such as industrial big data, industrial research reports, industrial planning, park planning, industrial investment, industrial mapping, smart investment promotion system, industry status certificate, IPO consulting/fundraising and investment feasibility study, and specialized and special new small giant declaration. To quote the content of this article in any public information disclosure such as prospectus and annual report, formal authorization from Qianzhan Industry Research Institute is required.
More in-depth industry analysis is available in the [Prospective Economist APP], and you can also communicate and interact with 500+ economists/senior industry researchers. More enterprise data, enterprise information, and enterprise development are all in the [Qichamao APP], the most cost-effective and most comprehensive enterprise query platform.