introduction
Purpose of the report: The intelligent electric revolution of automobiles provides an excellent opportunity for overtaking in the Chinese auto industry. In 2021, the sales of new energy vehicles in China will reach 3.5 million+, accounting for more than half of the global share, and the process of electrification is accelerating. Under the background of increasingly fierce competition in electrification, intelligence will start the second half of electrification competition. From 2021, new forces and traditional car companies will increase their intelligent layout. At the same time, technology Internet companies such as Huawei, Baidu, and Xiaomi are also accelerating their entry into the smart electric vehicle track. In general, although the direction is the same, the degree and path are very different.
We try to explore and answer two questions through this report: 1) What are the layouts of the major car companies at the intelligent level? What is the overall development stage? Who is relatively ahead in comparison? 2) Looking at the future development trend of the industry from the layout of car companies, which industry segments have undergone profound changes?
The core features of the report: 1) The attitude of car companies to the application of intelligence will determine the future development of the industry from the supply side, so this report mainly starts with the layout and planning of car companies; 2) Completely sorts out Tesla and the new forces NIO/Xpeng / Ideal, traditional car companies Great Wall / Geely / BYD / Changan / GAC / SAIC, technology company Huawei Intelligent (covering two major categories of intelligent driving and intelligent space) layout and planning; 3) Formulate the intelligent research framework for car companies, and select vehicles The core capabilities of the enterprise’s intelligent development and a horizontal comparison.
Core conclusion: The intelligent electric vehicle has undergone great changes, reshaping the industrial order, and optimistic about the golden decade of the automotive industry. The penetration of electrification is accelerating, and intelligence has become the core element of the competition of car companies. Under the opportunity of reform, the global auto industry pattern will usher in a reshaping after breaking the game. We are firmly optimistic about the rise of downstream independent car companies + the accelerated growth of midstream independent supply chains: 1) Dimensions of car companies : The electrification is accelerating, and the intelligent competition continues to upgrade. Independent car companies are expected to achieve market share improvement and brand power by relying on additional distribution; 2) Industrial chain dimension: The intelligent electric revolution reshapes the traditional whole-zero relationship, and superimposes incremental components such as Brake-by-wire, intelligent driving domain controllers, vehicle acoustics, sky screens, ambient lights, HUD, etc. will accelerate penetration, and independent parts suppliers will benefit from the reshaping of the industrial supply chain order.
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