01 -In the next 3-5 years, 80% of Chinese brands will shut down and switch to the fuel vehicle market
On March 26, at the high-level forum of the 2022 Electric Vehicle Hundred People's Association, Zhu Huarong, Secretary of the Party Committee and Chairman of Changan Automobile, said: " With the addition of new energy vehicles, the competition in China's fuel vehicle market will be more intense. In the past year, traditional fuel vehicles have There are 85 brands in the car market, 34 brands with monthly sales of less than 1,000 units, and 9 brands die. In the next 3-5 years, 80% of Chinese brands will shut down and switch to the fuel vehicle market."
In 2021, China's new energy vehicle market will continue to make breakthroughs, with production and sales increasing by more than 160% year-on-year, and sales reaching 3.52 million vehicles. But it is also important to note that European and American countries are also catching up. Last year, the number of new energy vehicles in the United States doubled, with sales reaching 670,000; the sales of new energy vehicles in Europe reached 2.338 million, a year-on-year increase of 66%. However, the penetration rate of the new energy vehicle market in Europe has reached 16.5%, higher than China's 13.4%.
In 2022, such a pattern will definitely be a tough battle for the auto industry. Under the promotion of various factors, the consumption of new energy vehicles has been transformed from policy-driven to market-driven. From January to February this year, a total of 560,000 new energy vehicles were sold, a year-on-year increase of 165%. It is expected that in the next ten years, China's auto market will usher in a period of rapid popularization of new energy.
02 -The development of new energy vehicles is a typical lane change overtaking
Miao Wei, deputy director of the Economic Committee of the National Committee of the Chinese People's Political Consultative Conference, said at the 8th China Electric Vehicle 100 Forum, "It turns out that everyone is worried that our internal combustion engine and other technologies are still far behind the international ones. But I have always advocated that we should look for opportunities to Changing lanes and overtaking, the development of new energy vehicles is a typical lane-changing overtaking. ”
At present, several important countries in the world, including Germany and the United States, have opened the door for autonomous vehicles to officially enter the road. Mercedes-Benz has announced that when drivers of Mercedes-Benz vehicles equipped with DrivePilot turn on the vehicle's advanced driver assistance system, they will be legally responsible for the operation of the car. The high-level autonomous driving technology carried by Mercedes-Benz has reached the top level in the industry at this stage.
Mercedes-Benz successfully passed the approval of the relevant German authorities, becoming the first automobile company in the world to obtain the L3 level autonomous driving certification of the United Nations "Automatic Lane Keeping System (ALKS)", and also obtained the qualification to legally drive on German highways.
Germany's "green light all the way" made Mercedes-Benz run at the forefront of the industry. This has doubled the sense of crisis for China's new energy vehicle industry, which is known for its "intelligence". There are various indications that high-level autonomous driving will start from 2022 and move towards the fast lane of development.
However, for a long time in the future, intelligent networked vehicles will still be in a state of human-machine co-driving. The real breakthrough from L2 to L3 is a long process, which involves the close cooperation and upgrading of software, hardware, data and other technologies. In particular, the high-computing power vehicle-level chip will be the core key to the breakthrough of high-end autonomous driving.
03 - 2022 will be the year of mass production of domestic car-level computing power chips
Shan Jizhang, founder and CEO of Black Sesame Intelligence, a global leader in autonomous driving computing chips, said: "2022 will be the year of mass production of domestic vehicle-grade computing power chips."
High-end chips are related to the voice of local chip companies. With the continuous improvement of the intelligent level of automobiles, the electronic and electrical architecture of automobiles has been upgraded from distributed MCU to centralized electronic and electrical architecture. Automotive-grade chips will usher in comprehensive innovations in product quality, functional safety, computing power, control accuracy, and interface types.
However, for the challenges currently faced by high-end chip research and development, as the chip product process requirements become higher and higher, more and more investment is required. Taking the 7nm automotive-grade chip as an example, the product itself has higher design requirements and needs to meet a number of safety standards such as AEC-Q100 and ISO26262, and the initial investment is large.
In order to solve the problem of capital investment, the government and enterprises will share it, support the production of automotive-grade chips, pilot projects and start-ups, and vigorously build large-scale chip manufacturing plants. A-level chip ecosystem, encourage domestic car companies to participate in the research and development, manufacturing and application of automotive-grade chips, and promote the increase in the proportion of domestic chip applications.
Shan Jizhang revealed that Black Sesame Intelligence has formed a complete solution at the L1 to L3 level, and is constantly expanding the scale of partners, and has cooperated with nearly 70 partners. Huashan No. 2 A1000 series chips are scheduled to start mass production this year, and will become the most powerful and capable autonomous driving chips that can be mass-produced in China.
It can be seen that the current car companies and chip companies are racing against the window period.