From the traditional manufacturing industry to the technology industry, the car is undergoing technological innovation

The Yangtze River Daily Da Wuhan Client June 28 (Reporter Lei Xinrui) The 2022 China Automobile Supply Chain Conference and the first China New Energy Intelligent Connected Automobile Ecological Conference were held in Wuhan Economic Development Zone. Green Development -Create a new ecosystem in China's automobile industry. " Dongfeng Automobile, Xiaopeng Automobile, Black Sesame Intelligence, Horizon and other industry leading enterprises attended the meeting. At the main forum of the conference, He Tao, co -founder and senior vice president of Xiaopeng Automobile, delivered a wonderful speech.

He Tao gave a keynote speech. Photo by Li Yonggang, a reporter from the Yangtze River Daily

"In the past five years, the entire car supply chain has undergone a change in 20 years." He Tao showed data on the screen. "From 2012 to 2022, the electrification penetration rate increased from 0 to more than 10% more than 10%. , Vehicle computing power has increased. "This means that the automotive industry has changed from a integrated and assembled traditional manufacturing industry to a technology -intensive technology industry.

The automotive industry is undergoing technological innovation, and the proportion of software in the value composition of bicycles has increased significantly. According to relevant data analysis, the average software of the software will increase from 200 US dollars in the past, which will be increased to $ 2,300 in 2025, and will rise to $ 18,000 in 2030. At that time, there was a $ 50 billion space in the global automotive software, and the compound growth rate of the market was 98. At the same time, the threshold for car manufacturing is also changing. In the past tens of thousands of component integration capabilities evolved into the ability to run hundreds of millions of lines of code combination. 'Old general'. "He Tao said.

For consumers, the reference factors of buying cars have gradually increased software performance from the original hardware performance. "In addition to the basic driving experience, the software -based user experience, smart cockpit and autonomous driving have become an important source of product differentiation." He Tao introduced. Under the international environment of raw materials, shortage of chips, shortage of chips, and in short supply of automotive parts, the automotive industry is facing new changes, challenges and opportunities.

He Tao believes that the depth of the industrial chain often determines the position of a country in this field. The automotive industry, due to the continuous advancement of technology and the changes in supply and demand relationships, the vertical integration of the supply chain has become a trend. "Taking the supply chain of the Apple phone as the case."

"The 'vertical procurement system' needs to reduce the cost of components, increase technical barriers, and establish a complete local real estate chain." In this change, the relationship between the OEM and suppliers will also change: OEMs make most of the software and hardware of the majority of software and hardware. Development; suppliers provide necessary assistance and foundry; the cooperative relationship between the two is more deeper than before, thereby producing customized products that are more in line with consumer trends.

"A qualified car supply chain is by no means simply purchasing, but it should start from the planning of the new model to fully support the protection of R & D, manufacturing and mass production." He Tao said. Taking Xiaopeng Automobile as an example, the three models need 340 models, involving a total of 4100 points. Faced with the price fluctuations of materials and chip crisis, the company no longer gives the matter to the corresponding supplier. Instead, it has launched a variety of cooperation models such as "joint development", "technical foreign committee" and "foundry". The chain is firmly grasped.

After analyzing the changes in the car supply chain, He Tao said: "With these new elements, including the core of our technology, including the emergence of our new international pattern, and even the development of our industrial operation, it will cause our car supply chain to cause our car supply chain A big impact, how to cope with the changes in the whole trend is not only a challenge, but also an opportunity. "

[Edit: Deng La Xiu]

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