New energy vehicle industry chain upgrade and quality improvement
April 12, 2024 Tina
“The trend of intelligent new energy vehicles in China is becoming more and more obvious.” “We must learn from China’s intelligent technology at this auto show.” At the just-concluded 2024 Beijing International Automobile Exhibition, reporters heard from many domestic Outsiders in the industry lamented this. Many manufacturers have also brought the latest intelligent products such as autonomous driving systems and various radars, and the trend of intelligent new energy vehicles in China is growing.
In the parts exhibition area at this Beijing Auto Show, the new energy and intelligent network sections accounted for 51% of the entire display area. Judging from the scene, the booths of autonomous driving, smart cockpit and other related companies are always crowded with interested people.
Artificial intelligence software company SenseTime’s smart car solution SenseTime made its debut at the Beijing Auto Show this year, bringing road test performance of its end-to-end autonomous driving solution. Huawei has launched its smart car solution brand “Qiankun” with smart driving as its core for the first time.
“‘Qiankun’ can provide a complete set of intelligent solutions for machine manufacturers. The high-precision 4D millimeter wave radar we launched this time can allow the vehicle to ‘see’ faster, wider and more accurately at a longer distance, providing Higher-level intelligent driving provides a sensing foundation. “The relevant person in charge of Huawei’s “Qiankun” site told reporters, “Currently, Huawei has adopted a variety of models to provide support for the intelligence of China’s new energy vehicles.”
In addition to challenging higher-performance intelligent driving technology, manufacturers are also making continuous efforts to promote the further popularization of intelligence.
The relevant person in charge of the marketing department of Hesai Technology said in an interview with reporters that as a company specializing in lidar, Hesai is committed to continuously promoting the application of lidar.
“Compared with a typical 32-line lidar more than 10 years ago, the AT512 released by Hesai in 2024 has 16 times more lines, but the price is less than 1/100 of that time.” The above-mentioned relevant person in charge said, “We believe that new energy The automotive market needs more cost-effective products, allowing more levels of products to have more diverse sensing capabilities, thereby further opening up the laser radar pre-installed mass production market and accelerating the implementation of advanced assisted driving functions. ”
According to the “Total Factor Productivity Report (2023) of the New Energy Vehicle Industry Chain in the Era of Electrification, Connectivity and Intelligence” released by the China Academy of Information and Communications Technology at the beginning of this year, under the development trend of automobile connectivity and intelligence, China’s large-scale technology companies Enterprises are accelerating their layout and cross-border innovation. Especially in the intelligent modules of the new energy vehicle industry chain, China is at the forefront of autonomous driving systems and maintains growth in areas such as lidar and millimeter-wave radar.
At the auto show, many professional visitors had equally profound feelings about the trend of industrial intelligence. “China’s new energy vehicles have developed too fast in the past two years, especially in areas such as intelligence, where technology continues to improve. We must take advantage of the rare opportunity of this auto show to learn from it.” A Korean auto parts supplier As he spoke, he showed reporters the notes he had just taken when communicating with manufacturers.
“The intelligent trend in the development of domestic new energy vehicles is already one of the biggest trends in industry development.” The person in charge of an intelligent driving hardware manufacturer also said in an interview with reporters, “As a hardware provider, we also hope to find products at the exhibition. Suitable software partners can realize product upgrades and become part of the industrial intelligent upgrade ecosystem.”
Industry experts say that only when the industrial chain is complete enough can the overall industry upgrade be achieved. Against the background of the increasing trend of intelligence, China’s new energy vehicle industry has gradually embarked on an intelligent network path with its own characteristics.
“China’s new energy vehicle industry chain is developing rapidly, covering the complete process from raw material supply to vehicle assembly. The complete industry chain has formed a strong vertical integration capability, providing a foundation for intelligent upgrades. Especially in intelligent components and In terms of system development, domestic companies such as Huawei, Baidu, Xiaomi, etc. have also entered, bringing new opportunities for cross-border integration and promoting the coordinated development of the entire chain from smart hardware to software and services.” Deputy Chief Engineer of the China Association of Automobile Manufacturers. Wang Yao said in an interview with reporters.
Industry insiders believe that current new energy vehicles have entered a critical period for the layout of the intelligent networked industry. Low-end smart driving functions have basically become standard features on domestic models, and high-end smart driving covers almost 80% of the models of new power companies. Data shows that in 2023, the installation rate of assisted driving functions of L2 and above new energy passenger vehicles has reached 55.3%.
“The intelligence of new energy vehicles will lead the automotive industry to a new level, bringing far-reaching impact to the technological progress, market competition and environmental protection of China’s and even the global automotive industry.” Wang Yao said, “Further upgrading of the industry in the future needs to be strengthened Technology research and development and application, while promoting the deep integration of upstream and downstream industrial chains, improving efficiency and flexibility, and providing a solid foundation for the continuous upgrading and development of the industry.”