In the past few years, the automotive industry has seen a major change that has not been seen in a century. On the one hand, the popularity of new energy vehicles has changed the traditional drive mode of vehicles; on the other hand, intelligence has profoundly changed the attributes of vehicles.
When the information revolution and the energy 5g gnss revolution converge, where is the future of the auto industry likely to go?
I read in detail the 385-page report of CITIC Securities, "Intelligent Vehicle & Autonomous Driving Industry: Reconfiguration: From "Autonomous Driving" to "Intelligent Cockpit", Intelligent It seems to find an answer.
A hundred years of automobile industry is being reconstructed by AI, and the wave of intelligence will continue to reconstruct automobile products, the whole car market pattern and the automobile industry chain.
1. New energy accelerates the car intelligence.
Currently, we are experiencing the information revolution driven by cloud computing and artificial intelligence, and also experiencing the energy revolution from primary to secondary energy.
The rapidly developing AI concept is reconstructing the underlying logic of automotive products, and the popularity of new energy vehicles will speed up this process, with more product differentiation or around the "intelligent cabin" in the future.
2. Full-stack self-research capabilities of technology car companies to lead industrial change.
In the era of gasoline cars, the overall needs of the global automotive industry remain stable, and the competitive landscape remains stable. And intelligent will reconfigure the layout of the automotive industry, the market will undergo a "first decentralized, then centralized" transformation.
At the same time, the automotive industry is undergoing a transition from "mechanical products in the industrialization era" to "technological hardware in the intelligence era", and the core competitiveness of intelligent cars in the future is "product definition" and "user experience". The future core competitiveness of smart cars is "product definition" and "user experience", and technology car companies with full-stack self-research capability are expected to lead industrial changes.
3. Local industry chain will usher in new historical opportunities.
Intelligence has given rise to new supply chain requirements, such as "domain controller", "LIDAR", etc. The domestic supply chain is expected to grow rapidly with the "strategic opportunity period" of automotive intelligence, and deep The supply chain enterprises that participate in the intelligent upgrading of their own brands are expected to grow rapidly in the strategic opportunity period.