Four consecutive losses, where is the success of China auto market?

In the past 202 1 year, China's automobile industry ended its decline for four consecutive years and achieved positive growth in production and sales. Among them, domestic automobile brands have risen strongly, with sales reaching 9.543 million units and market share reaching 44.4%, which is close to the highest level in history; New energy vehicles and smart cars continue to triumph and become an important driving force for the recovery of the automobile market.

Behind this series of phenomena, what changes have taken place in the upstream and downstream of China automobile industry chain? In the new journey of the Year of the Tiger, can China's automobile industry continue to behave like a tiger?

Intelligence and electrification have become the development direction of automobile industry.

In the past few years, accelerating the transformation from traditional manufacturing enterprises to intelligent technology enterprises has become the constant choice of traditional automobile enterprises: Great Wall Motor put forward the strategic goal of global technology travel company transformation on the occasion of its 30th anniversary; Volkswagen set up a car company. Software department, from hardware manufacturing to software technology transformation; Luxury and ultra-luxury brands such as BMW and Maserati have strengthened cooperation with technology giants such as Tencent and accelerated the innovation of localized digital services.

On the road of strategic transformation of automobile enterprises, new energy and intelligence are the same core. With the strong investment of all parties, the production and sales of new energy vehicles increased by 1.6 times year-on-year in the past 202 1 year, and the market share reached 13.4%. The loading rate of new cars in the Internet of Vehicles is over 60%, and the loading rate of new cars with L2-level driving assistance function is over 30%.

Undoubtedly, intelligent electrification has become an important direction for the development of the automobile industry. Subsequently, the main source of automobile value gradually shifted from hardware to software and services, and the differentiation of software systems became the key to building automobile value. With the support of the software platform, cars will also become new intelligent terminals, bringing more creativity and possibilities.

For consumers, buying a car will no longer be the end of service, and users can constantly gain new experiences and better services throughout the life cycle of the car; For car companies, the product-centered model will gradually become a thing of the past. In the future, the design, production and sales of automobiles will be driven by users' needs, and a brand-new business model and competitive track have been formed.

Digital transformation brings explosive data growth, and going to the cloud is an inevitable choice.

The comprehensive intelligent electrification transformation of automobile enterprises has brought explosive growth of data scale, and with the continuous enrichment of intelligent electric vehicle innovation scenarios and related businesses, the types and structures of data are diversified. Taking autonomous driving as an example, the amount of data generated by autonomous driving test vehicles running for 8 hours every day is about 8-32TB, which means that only PB, 10PB data storage space needs to be reserved for autonomous driving in the research and development stage. In addition, the tagging and training of autonomous driving also need the support of computing power. Tesla alone marked 6 billion objects, with thousands of GPUs behind them. And the more data, the greater the cost of data maintenance. The Dojo prototype built by Tesla with 5760 NVIDIA A100 GPUs cost billions of dollars.

Data is one of the most important assets in the digital age. Facing the huge data processing demand in the process of transformation, Shangyun has become an inevitable choice for car companies. Tencent's Digital Transformation Index Report 202 1 shows that the cloud consumption of enterprises in China increased by 57% in 20021year, among which the digital transformation of traditional manufacturing industry represented by automobiles is an important driving force for the growth of cloud consumption.

For the automobile industry accustomed to dealing with manufacturing and machinery, going to the cloud is a strange topic. The automobile industry needs to rely on the accumulation and experience of Internet technology companies in the field of cloud computing to complete the digital transformation more efficiently, which also provides an important entry point for Internet technology companies to enter the automobile industry.

At present, the "cloud cooperation" between automobile enterprises and technology enterprises has been fully launched, covering all aspects of automobile life cycle, such as R&D, design, manufacturing, sales and service, and achieving the effect of 1+ 1 > 2.

Take Tencent Auto Cloud Service as an example. In the process of R&D, Tencent helped Changan Automobile R&D Center to build HPC (High Performance Computing) project, which enabled Changan Automobile to get the latest and strongest computing power support every year, eliminating the worry that the self-built HPC model could not be updated in time in history. At the same time, there are a large number of HPC computing and storage resource pools on the cloud, which can help Changan Automobile's R&D and manufacturing at any time.

In the production process, Tencent and Geely's wide-area Ming Dow jointly developed a large-scale flexible customization C2M suite, which helped manufacturing enterprises reconstruct the whole value chain from order to delivery, R&D to production, and gradually changed the resource management mode from "product-centered" to "user-experience-centered".

In the sales link, Tencent assisted Geely to build and improve the marketing data center system, precipitate user data and realize data capitalization; At the same time, combined with the core business scenarios such as diving customer conversion, customer protection marketing, increase and exchange purchase mining, channel management, through the empowerment of data intelligent products, marketing intelligence is realized and data feeds back business.

Schematic diagram of large-scale flexible customization C2M suite

In the safe operation of intelligent networked vehicles, it is necessary to build a data security defense line.

Going to the cloud brings efficient mining and utilization of data value, but after going to the cloud, the exposure of data assets increases, which brings greater security risks. In June+February of last year, 5438, Volvo, a Swedish automobile manufacturer, announced that the server was invaded by unknown attackers and the file library was illegally accessed by a third party. During the invasion, some R&D information was stolen, which may affect the company's operation. "

After going to the cloud, the traditional physical protection boundary was broken, and the security risk increased sharply. Protecting data security has become another important and unfamiliar topic faced by car companies, and it is also an important yardstick to measure cloud service providers. Therefore, car cloud service providers have invested heavily in security capacity building to provide a safer cloud environment for car companies.

Tencent has a long-term and profound accumulation in smart car safety. As early as 20 16, Tencent security Cohen lab successfully cracked Tesla cars by "remote non-physical contact", found a number of high-risk security vulnerabilities, and informed Tesla of the research results. After receiving the vulnerability report submitted by Cohen Lab, Tesla officially fixed the vulnerability and pushed patches to all Tesla vehicles through online updates to protect users in the first time and achieve "zero casualties" and "zero recall".

With the further development of intelligent networked vehicles, it has become a social consciousness to solve the problems of network and data security, and relevant legislation is also being strengthened at the national level. Tencent and other cloud service providers have further strengthened their special research and practice in the field of automobile safety. For example, last year, in order to protect the personal privacy and data security of intelligent networked car users, SAIC and Tencent established a network security joint laboratory to cooperate in the fields of intelligent networked car network security standards, attack and defense technologies, security research and development, and security operations; In addition, in the face of the huge user data security requirements of Dongfeng Liu Qi, a veteran car company, Tencent Cloud has used the professional security protection tools and concepts of cloud firewall to help Liu Qi establish a more convenient and efficient security response management mechanism, so as to better cope with a series of hacker attacks such as mining trojans and vulnerability attacks.

Intelligence and networking have become the inevitable choice of automobile enterprises, and the automobile industry is reconstructing the whole value chain. In the changing century, both traditional car companies and new forces must keep pace with the times. User-centered and data-driven, it will bring more imagination and value to car companies, and there will be more models and opportunities in the future, waiting for car companies to explore.