The automotive industry will undergo disruptive changes in ten years
December 27, 2022
Recently, the fifth annual meeting of the Global Automotive Forum was held in Wuhan, China, attracting more than a thousand Chinese and foreign guests' attention and heated discussions. Experts on the scene said that under the impact of the Internet and the pressure from environmental protection, the automotive industry is undergoing fundamental changes, and the Chinese auto industry has also entered a critical period of transition. In the next decade, the automotive industry will undergo disruptive changes.
Internet will reshape traditional auto industry
The Internet has had an unprecedented impact on traditional manufacturing industries. For this, many corporate executives have conducted in-depth discussions from different perspectives.
According to Dr. Xu Daquan, executive vice president of Bosch China, the 100-year-old company Kodak failed to adjust itself to the new technology revolution in a timely manner, and thus to decline, which is a warning to the traditional automotive industry. Xu Daquan said that the future of automotive technology has three main directions: electrification, interconnection and automation. Due to the involvement of the Internet, the entire automotive industry chain will undergo tremendous changes from product design to manufacturing, to internet sales and after-sales services. People will see more and more new faces involved in the automotive industry, IBM, Google, Apple and even Alibaba will become new competitors in the automotive industry.
In China, 500 million people use mobile phones to access the Internet, 77% of car buyers search the Internet for information before buying, and 57% of car buyers express their willingness to buy cars online. Ni Hao, president and chief executive officer of Beijing-based Mercedes-Benz Sales & Service Co., Ltd., said that in the face of such a new environment, a century-old company such as Mercedes-Benz is also making timely adjustments and changes.
Matt Tsien, vice president of General Motors and president of General Motors China, said that GM will launch a concept car that will no longer use oil in 2030 to achieve zero emissions. There will be no traffic accidents and congestion, and people will drive more happily. He said that GM's move is not for the technology itself, because it is a worldwide consumer demand, the automotive industry has the responsibility to promote the development of this key area.
Li Keqiang, director of the Department of Automotive Engineering at Tsinghua University, said that the car network can not only be used in the automotive use, but also can be used to improve the performance of the car itself. The survey found that Chinese consumers have extremely high requirements for technology deployment. China's well-sold cars are equipped with on-board systems and entertainment systems. The in-vehicle system has become the top five influencing factors for Chinese consumers to buy cars, and the automobile interconnection will become a watershed in the industry.
Environmental pressure accelerates industrial upgrading
Congestion and pollution are new problems brought by the automobile industry. The problem of congestion can be solved gradually through public transportation and reasonable road planning. However, the environmental protection issues involve comprehensive adjustment and upgrading of various factors such as industrial structure and economic structure, and the development of new energy vehicles becomes Hope lies.
Wang Chuanfu, chairman of BYD Auto, said that at present, there are three “anxious” in the automotive industry in China. First of all, 60% of China’s oil relies on imports, 60% of its import channels come from the South China Sea, 60% of its oil is used for transportation, and safety issues are tight. The second “urgent” is an environmental issue. The exhaust gas and air quality have reached the past two years.” The point of unbearableness has become the main contradiction from the secondary contradiction; the pressure of the change in the world autos brought to China's autos is the third "anxious." Wang Chuanfu said that China has 1.2 million taxis and 500,000 bus buses, accounting for 1.7% of the country’s total vehicle ownership. However, it emits 80% of all Chinese emissions and consumes 33% of all Chinese fuel. Therefore, the promotion of new energy vehicles in China should first be in the public service and public areas. He predicted that by the end of this year, China's new energy vehicles will exceed US sales volume in a single month, becoming the world's largest single-month auto consumption market, and it may far exceed other countries by 2020.
Feng Xingya, executive deputy general manager of GAC Group, said that GAC has mastered the core three-electric technology (battery, electronic control, and electrical machinery). At present, there are three new energy vehicles put into trial operation, of which the increased range of electric vehicles has been implemented in volume in October. Production, the model can be driven for 800 kilometers with full power. Feng Xingya said: In the area of car networking, through the research and breakthrough of electronics, electrical appliances, and intelligent technologies, GAC has established the intelligent technology of mobile phones and TBox, and realized the integration of the three networks of car network, mobile phone network, and the Internet. Meet the different levels of configuration requirements from A to C.
China's auto industry enters a critical period of transition
Wang Ruixiang, president of the China Federation of Machinery Industry, said that China's auto industry has been in a transition period from big to strong. As a pillar industry, the current annual contribution of the automotive industry to the national economy exceeds 6 trillion yuan, ranking first in the world in terms of output and sales for five consecutive years. Of the global automobile sales, we account for about 1/4 of the total. , China has become a veritable world leader in automobile manufacturing and sales. However, we must also soberly realize that the overall innovation capability of China's auto industry is still not strong, and the development of the industrial chain is still not perfect. It is still a long way to go to achieve the goal of building a strong country. To this end, we must abandon the value orientation of the GDP-only ranking, insist on restructuring, actively promote cross-regional, cross-industry, cross-ownership mergers and acquisitions, optimize industrial layout, continue to use innovation as the driving force, and enhance the level of independent innovation in the industry. And endogenous growth power; accelerating the development of new energy vehicles and high-efficiency and low-energy products; taking international development as a strategic goal, extending the services to the post-market, and extending the cooperation in the depth of the industry chain to create the overall competitiveness of the industry.
The mayor of Wuhan City, Tang Liangzhi, said that Wuhan has participated in and witnessed the historical process of the growth, innovation, and transformation of the Chinese automobile industry. The automobile industry has become Wuhan's largest pillar industry. Wuhan has become the city with the largest number of vehicle brands in China. Four of the top ten automakers in the world invest and cooperate in Wuhan. At the same time, it has more than 400 auto parts companies, forming a complete automotive industry chain, and auto parts and components in 2013. The output value of the industry has exceeded 200 billion yuan. This year, the city’s automobile output will exceed the one million mark. Wuhan will build a total area of about 600 square kilometers of large-vehicle blocks, by 2020 Wuhan vehicle production capacity exceeds 3 million vehicles, according to our estimates by 2017 will be more than 3 million, the output value of auto parts exceed 600 billion , Became the headquarters base of China's auto trade, research and development.
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