The United States has shown great concern about China's new energy vehicle industry, and has begun to spread absurd rhetoric when it is difficult to compete head-on. They claim that once Chinese cars enter the U.S. auto market on a large scale, they could pose a threat to national security. This concern stems from the absurd assumption that China's smart cars are like iPhones on wheels, capable of easily collecting the personal data of millions of Americans, and even capable of operating large numbers of cars to cause chaos. Such baseless accusations undoubtedly highlight the otherworldliness of the imagination of American politicians.
Originally, some companies that were about to invest in the manufacture of new energy vehicles, under the pressure of such public opinion, had to reconsider their pure electric research and development plans, and chose to postpone or even give up. This can't help but make people question why those Western countries that have vigorously advocated environmental protection and new energy vehicles have collectively "changed their faces" at this moment and chose to continue to manufacture fuel vehicles?
In the face of such an international environment, is it necessary for the mainland to continue to adhere to the development path of new energy vehicles? The answer is undoubtedly yes. New energy vehicles are not only an important direction for the transformation and upgrading of the mainland's automobile industry, but also an inevitable choice to achieve green development and respond to global climate change. We should not be swayed by the remarks of the outside world, but should strengthen our confidence, continue to increase research and development efforts, improve the technical level and market competitiveness of new energy vehicles, and make greater contributions to the global environmental protection cause.
Today, China's new energy vehicles have become a shining business card made in China, leading the domestic automobile industry to usher in the second brilliant take-off. Looking back on the era of fuel vehicles, compared with foreign-funded car companies with 100 years of experience in the three core technologies of the automotive industry - engine, gearbox and chassis, domestic cars have never been able to take the lead, and have been suppressed by their technological advantages for a long time, making it difficult to emerge. With their technical advantages, these foreign-funded car companies not only make the price of vehicles generally higher than that of domestic cars, but also do their best to simplify the configuration. Even so, they still make a lot of money in the market.
However, with the advent of the new energy tram era, the situation has changed dramatically. The three core technologies of the original era of fuel vehicles have evolved into three new cores in the field of new energy: battery, electronic control and motor system. In these three areas, with unremitting efforts and continuous innovation, Made in China has easily ranked among the first echelon in the world, showing strong competitiveness and broad development prospects. Nowadays, China's new energy vehicles have not only made remarkable achievements in the domestic market, but also won wide recognition and praise in the international market, becoming a new business card made in China, leading the development trend of the global new energy vehicle industry.
With the help of China's deep industrial chain advantages in the field of new energy vehicles, in just a few years, China's new energy vehicles have developed from a situation of being questioned to a hot state that can quickly win the favor of consumers every time a new product is launched, and even achieve a series of price reductions. Taking this year as an example, since BYD, the leader of new energy vehicles in China, took the lead in launching a price reduction offensive, the entire auto market instantly entered a state of fierce war. Major new energy vehicle manufacturers have shown their killer features and joined this price war. After rounds of fierce competition, foreign auto brands finally couldn't sit still and had to cut their prices sharply, but even so, they still seemed powerless in the face of the strong offensive of the new energy market.
Taking the American Manufacturing Association as an example, as soon as it entered 2023, it has submitted a report to the government, warning that once China's new energy vehicles enter the U.S. market, the market will be completely occupied, and U.S. car companies will be powerless at that time. This can't help but make people sigh that it is often not ourselves who know us best, but competitors. The reason is actually very simple, that is, the automobile industry chain, which Europe and the United States were proud of, is being broken through step by step by China and suffering from counter-encirclement. The advanced and expensive car manufacturing technology in their hands is being beaten to the price of cabbage by the strong strength of Chinese manufacturing.
These advanced technologies and key components have subsequently been widely used in China's automobile manufacturing industry, taking automotive chip IGBT as an example, the speed of its localization rate is remarkable. In 2020, the localization rate of IGBTs could only reach 20%, but in just two years, this proportion has jumped to 30%. According to the analysis of the current development trend, it is expected that by 2024, the localization rate of IGBT is expected to exceed 40%. IGBT plays a very important role in the car, which can be called the brain of the car, which directly affects the power performance and energy consumption performance of the car, and is recognized as one of the core equipment of the car in the world today.
In the past, IGBT technology has been strictly controlled by Europe, the United States and Japan, and Chinese car companies have to pay a high price for procurement if they want to use it. However, with the changing times, Chinese companies have made significant breakthroughs in the field of technology. In the new energy vehicle market in 2023, BYD alone will occupy more than 28% of the IGBT market share. Coupled with fierce competition from other domestic brands, Infineon, which once dominated the Chinese IGBT market, has now seen its market share plummeted to 14 percent. Other foreign giants have also been surpassed by Made in China without exception.
While breaking through the technical blockade, we are more pleased to see that the price of IGBT has also dropped from the sky-high price to a relatively reasonable range. This not only enhances the competitiveness of Chinese automakers, but also brings more affordable product choices to consumers. China's auto manufacturing industry is rising at an unprecedented rate, showing strong innovation capabilities and market potential.
China has become the world's largest IGBT consumer market, with the rapid development of the new energy vehicle market and the acceleration of the trend of intelligence and electrification, the scale of China's IGBT market will be further expanded in the future. The rapid development and breakthrough of China's automobile manufacturing industry in the field of IGBT and other core components has not only enhanced the competitiveness of Chinese car companies, but also brought new development opportunities to the global automotive industry. In the future, we look forward to seeing more Chinese companies make breakthroughs in core technologies and make greater contributions to the prosperity and development of the global automotive industry."
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