Electrification, Chinese car companies are relieved

A car, what is the thing we are most worried about or concerned about most, shape, configuration, or quality?

The “Annual Report on the Protection of Consumer Rights and Interests in China (2021)” issued by the China Consumers Association mentioned that the National Consumers Association will accept more than 40,000 complaints about automobiles and parts in 2021, of which four major issues include: automobile safety issues, New energy smart car consumption disputes, second-hand car sales information does not match the actual, quality problems of the car after the transaction and price increase, etc.

Regarding car safety issues, there are mainly sudden acceleration during driving, flameout, oil leakage, abnormal engine noise, brake steering failure, etc., all of which involve power and traditional systems.

Whether the car body is rusted, whether the gaps are even, whether the level difference is flat, and even how many years the battery can be used, these are secondary issues, and more importantly, the power system of the engine and gearbox , from burning oil to sudden stalls, all It’s a matter of driving safety. In recent years, independent brands have collectively moved up, and various self-developed technologies have been hyped up. Among them, the engine and gearbox have become the main breakthrough and publicity points. In the past, the standard configuration was Mitsubishi engine and Aisin gearbox. Brands have launched powerful technology platforms.

When cars come to the new era of electrification, both the engine and the gearbox have become marginal figures. If the engine can still have a place in the hybrid car market, the gearbox has been completely abandoned.

Whether it’s Honda , which buys an engine and sends a car , or Volkswagen , which has established a leading position in the Chinese market with the help of turbocharged engines and dual-clutch transmissions, the technical barriers that cannot be avoided by the independent brands no matter how much they catch up, have quietly disappeared in the electrified era. . Looking back 10,000 steps, going overseas is a historical proposition of China’s auto industry, but whether it is the Great Wall or Chery , the destination is not in Europe, America and Japan and other powerful auto industries, but in the Middle East, Southeast Asia , South America and other regions. And patent barriers are a big consideration.

Electrification, Chinese car companies are relieved

In the era of electric vehicles, although there are not many car companies like BYD that have self-developed three-electric systems, the electric drive technology is not monopolized by multinational car companies, and there are more third-party parts suppliers to choose from, and even China zero There are already enough outstanding representatives in the component supply system, so car companies such as Weilai, Xiaopeng and BYD have begun to enter Europe, and more electric car companies will go out in the future.

In the era of electrification, Chinese auto companies no longer need to catch up and struggle to catch up with the century-old multinational auto industry. It seems that Chinese independent auto companies can breathe a sigh of relief.

Even in China, the world’s largest auto market, the advantages of multinational auto companies in the electric vehicle market are not as overwhelming as they are in the traditional auto market.

In recent years, China’s auto industry has accelerated the survival of the fittest, and the remaining car companies have begun to collectively move up. The cost-effectiveness of leading multinational car companies, and the continuous improvement of technology and quality, in the fuel vehicle market, some independent models already have unprecedented leadership.

However, this is a sigh of relief. At the beginning, it only brought electric “oil-to-electric” models for electric and electric. It is a transition and an attempt, far from the future.

Electrification, Chinese car companies are relieved

In the new electric vehicle market, Tesla uses “intelligence” to show its difference, and it also puts all fuel car companies into an alternative embarrassing position. The car is no longer just a traditional mechanical industry product, it is more Products of the electronic, electrical and information industries.

If the different years of smart electric vehicles used to be just a PPT story from Tesla’s mouth, now with the advent of pure electric vehicles such as Volkswagen ID and Toyota bZ , this real cross-generational difference will finally convince users. This is a complete difference. The product. As a result, the brand influence and feelings of traditional car companies began to gradually collapse. When we take a closer look at the technology and configuration of major electric vehicles, there are still many key components from multinational car companies, but the independent supply chain has occupied a more important position. Domestic power battery suppliers are not only CATL and BYD, but also intelligent The system is the local advantage of Internet giants such as Huawei, Tencent and Baidu, and the most critical autonomous driving technology, such as Huawei, Horizon and Pony.ai has been recognized by the industry, and some car companies have begun to control future development through self-research Rhythm.

From traditional fuel vehicles to electric vehicles, Chinese cars can finally breathe a sigh of relief. After all, China’s auto industry chain has become a more important part, and it also has more third-party technologies to borrow.

However, electrification is only the basis of future cars, and the smart car technology based on this has not even had much to do with cars. With this new problem, even multinational car companies have fallen into all kinds of confusion and predicament, not to mention the independent car companies that are unable to match their financial and material resources.

Electrification, Chinese car companies are relieved

Truly escaped from a disaster, and was about to fall into another hard battle.

If the barriers to be broken in the past always have goals and benchmarks, no one knows where the smart car technology, which is now dominated by autonomous driving, will go in the future, and there will even be stricter market and policy barriers in the global market.

Learning is like rowing a boat against the current, if you don’t advance, you will retreat; your heart is like a horse on the plain, easy to let go but hard to take back.

As a latecomer, after Chinese automobiles breathe a sigh of relief in the electrification market, they will also begin to hold back their strength to surpass the century-old automobile industry and complete the historical task of Chinese automobiles.

The different years of Chinese automobiles are coming after all.


Post time: May-25-2022