The main development direction of China's electric vehicle industry is along the future business model of intelligent driving. At present, the intelligent driving industry spans various industrial and information technology fields. Many of the world's top technology companies compete and cooperate globally. Many technology companies leading the autonomous driving business have established R&D centers and production plants in China. Therefore, China may it is the country where smart driverless applications are most popular in the future, just like mobile payment. China is the country where mobile payment is most popular in the world. At present, almost no one uses cash. It is estimated that it will happen in China in the future that no one will want to drive your own car. The upstream core of China's smart electric vehicle industry chain is intelligentization and electrification. The midstream is the passenger car and commercial vehicle OEMs. The downstream includes the necessary infrastructure for electric vehicle operation, the electric vehicle information service market, the after-sales maintenance market and the second-hand EVs market.
The intelligent driving industry chain consists of key component suppliers and solution providers. Key components suppliers have begun to deploy software algorithms and other businesses, and establish in-depth cooperation with car companies through integrated software and hardware solutions. Solution providers have begun to develop and produce hardware equipment, hoping to maximize profits through self-developed software and hardware.
According to the intelligent driving implementation process, key component suppliers can also be subdivided into perception layer components, decision-making layer components and execution layer components. Among them, various sensors and high-precision maps in the perception layer are particularly important components and are the core components of intelligent driving. It is a huge and crucial link in the driving industry chain with many participants. Solution providers are blooming. In addition to the rapidly developing intelligent driving solution providers, a variety of autonomous driving scenario solution providers are also continuing to try to commercialize and have initially achieved fruitful results.
A driverless electric vehicle is a mobile smart cockpit, which must be very different from today's electric vehicles. Voice, HUD and IMS are important functional modules of smart cockpits. In the future, technology companies in autonomous driving technology will gradually integrate and jointly develop them. The smart cockpit industry chain consists of software and hardware suppliers, system integration suppliers and solution providers.
The differentiated intelligent cockpit solution consists of important functional modules such as voice interaction, HUD and IMS. In the future, the development of smart cockpits will gradually integrate various interactive functions and monitoring systems to form a unified smart cockpit solution with higher integrity.
Current electric vehicles run on the current intelligent network that integrates modern communication and network technologies to realize intelligent information exchange and sharing between vehicles, people and roads, including in-vehicle communication companies, Internet of Vehicles solution providers, in-vehicle navigation suppliers, digital key solution providers and OTA technology service providers.
In recent years, China's intelligent network technology has been significantly improved, and the development of basic supporting facilities and technologies such as vehicle communication networks, positioning technology, digital keys, and Internet of Vehicles platforms is accelerating.
At present, the upstream of China's electric vehicle power battery industry is mainly composed of enterprise groups related to positive electrodes, negative electrodes, separators, electrolytes and battery management systems. The lithium battery manufacturing industry has formed a very large industry in China, exceeding the industrial scale of Japan and South Korea. In the future, the international competition for power batteries among China, Japan and South Korea will become fierce.
Drive motor supply chain companies consist of electric vehicle manufacturers and independent suppliers. The electronic control system industry includes upstream power semiconductor and midstream electronic control system integrated manufacturers. The integration of electric drives and electronic controls has triggered an accelerated reshuffle in the industry. In the future, motors and electronic controls must be manufactured by integrated manufacturers in order to meet the development needs of intelligent electric vehicles.
At present, China has invested heavily in electric vehicle infrastructure construction and has achieved very good commercial returns. The current market share of electric vehicles has reached more than 30%. Charging and swapping services develop in a balanced way between customization and standardization, and the cascade utilization and recycling of power batteries have become an important part of the industrial chain. Smart cities are also gradually taking shape in the establishment of various demonstration areas, pilot areas, and test areas. With the support of smart transportation operators, it is expected to realize a larger-scale, higher-precision driverless intelligent urban road network in the future.
The Chinese government attaches great importance to the healthy development of the electric vehicle industry. The government uses laws and regulations to regulate the healthy development of the electric vehicle digital service market, the electric vehicle after-sales maintenance market, and the second-hand electric vehicle market. Digital services run through all aspects of the automotive life cycle including R&D, production, marketing, and data security, promoting the construction of a safe, controllable, and efficient automotive digital supply chain.
In the past 10 years, the explosion of supply and demand for electric vehicles in China has promoted EV aftermarket services, such as spare parts and EV supplies for maintenance and general repair. Various brands of electric cars continue to launch new electric cars with unique technologies. Many technology enthusiasts choose to sell their existing electric cars and buy new ones. Therefore, many people can buy cheap and high-quality second-hand electric cars to experience electric cars and enjoy fun to driving high-tech controlling system. At present, China's second-hand electric car market is very mature. China's second-hand electric cars have the highest price/performance ratio in the world.
