Dazhao Viewpoint | Zhao Fuquan: Opportunities in the Industry Restructuring Period Like the old and new car companies to win?

With the increase of China’s auto ownership and the rapid development of the market, the issue of energy and environmental protection has become increasingly severe. The increasingly stringent emission regulations and fuel consumption standards have driven low carbon and light weight of automobiles, and promote the synchronization of Chinese auto products with the most advanced global markets. The realization of energy-saving emission reduction, technological upgrading and innovation has become the top priority of the industry. As the pillar industry of the national economy, the automobile industry is a powerful driving force for the sustainable, efficient, and healthy development of China's automobile industry in the process of China's new industrialization. It is also the key to the development of China into a powerful automobile country.

In recent years, the global automotive industry has exhibited mega-development trends such as electrification, intelligence, network integration, and sharing. Technological innovation is more powerful than ever to drive industrial changes. These new megatrends have brought major impacts and changes to car companies and have given birth to tremendous opportunities for development.

Zhao Fuquan, Dean of the Institute of Automotive Industry and Technology at Tsinghua University, talked at last year’s “Automobile and Environmental Innovation Forum” that the current auto industry is being restructured and the automotive industry is being driven by a new wave of technological revolution. This revolution redefines these three revolutions: the energy revolution, the Internet revolution, and the smart revolution. He believes that this is a simplification of the complex issues that will truly revolutionize the automotive industry in the future. The following is his point of view on the reforms and opportunities brought about by the new and old car companies in the automobile industry restructuring period.

Zhao Fuquan, Dean, Institute of Automobile Industry and Technology Strategy, Tsinghua University

The automotive industry has entered a special period of comprehensive reform

Currently driven by the internal drive of energy, environment, congestion, and security crisis, driven by the new round of scientific and technological revolution represented by the Internet, big data, cloud computing, and artificial skills, the automotive industry has entered a new period of development. In this new period, a new round of scientific and technological revolution has brought the carrier of technology, technology, and innovation to the automotive industry, bringing with it an unprecedented historical opportunity. Zhao Fuquan pointed out: "There are external and objective things and things that are inherently non-changing. The car is therefore undergoing revolutionary changes."

He believes that when the automotive industry has entered a special period of comprehensive reform, the first product form will have to be redefined, new energy sources, intelligent networking, and N types of things will appear. The connotation of the product itself will change, because the product itself will change. Just like the system of intelligent manufacturing itself, the large-scale realization of low-cost, personalized to meet the needs of consumers, all smart design and intelligent services, have brought revolutionary changes in the entire manufacturing system. The original C2B is to meet the needs of consumers. Only wealthy people like Ma Yun can be satisfied. In the future C2B, every consumer can get the demand for consumerization. This is a change in the manufacturing system.

The current auto industry is undergoing a commercial reshaping, which means that the Internet, cars, and all things are connected. The traditional system of building a car must be upgraded intelligently, the traditional technology must exist, and the new technology must be updated. Because of these factors, the “car X” was born. The automotive industry, automotive products, automakers, automobile manufacturing, and automotive use are all undergoing tremendous changes, not "car + X." He said, "We are the lucky ones, that is, living in such an era, because the car has a chance."

The driving force of the revolutionary changes in the automotive industry

At present, traditional cars are divided into two categories. One is domestic self-owned brands, and the other is international big names. The current industry has such a phenomenon. In the face of the current automotive industry revolution, many independent brand car companies feel very proud of and confident in the future, and some high-level international car companies are full of anxiety and confusion about the future. Why do different people feel different about the same thing? Zhao Fuquan believes that this is because all parties have different views on the future development of the auto industry, and their starting points and aspirations are not the same.

Because of the energy revolution and the smart networking, the automotive civilization is being redefined. When it comes to car civilization, it is certainly not a simple carmaker, nor a simple technology, nor a simple car. The automobile represents the culture, represents the human progress, represents the rise and fall of a country, the automobile is the human civilization, and the automobile civilization is of great significance to a country and an industry. The current automotive civilization is being redefined by three revolutions: the energy revolution, the Internet revolution, and the smart revolution.

Energy Revolution: Automobiles Become Energy Storage and Energy Supply Devices

As the car will be banned fuel in the future, electric vehicles are the direction of future development, the core technology of electric vehicles is the three electricity, respectively battery, motor and electronic control, in which the battery is not only energy, but also energy storage and energy supply. For example, solar energy is used to charge cars at home, sell electricity to enterprises at work, and leave home for 30 kilometers. The car can become a device for energy storage and energy supply. The traditional gasoline engine and diesel engine do not exist. This is a huge change. In addition, the development of electric vehicles will result in a new industrial chain such as charging stations. At present, China's gas stations are still not perfect. It is necessary to build charging stations and build hydrogen stations in the future. This is also a difficult point, so it is called the energy revolution.

Connected Revolution: The Internet of Things is the core issue that really brings about the revolution of the automobile industry

At present, the Internet is more often just micro-channels and other network communications. It is just human-to-human connections. The Internet of Things can really bring about the Internet revolution. Google said that the Internet era is over. What is the next era? The next era is the era of the Internet of Things. The Internet is a network connected to everything, and the Internet of Things is the core issue that really brings about the revolution of the automobile industry. The car of the future is not an isolated island, but it is connected with all things in the sea of ​​information.

Smart Revolution: Earth-shaking Changes Bring New Travel Modes

In the future, automobiles will bring more and more intelligent services. The core technologies involved will not only be simple engines, but also include clouds, pipes, terminals, and intelligence, including new creative modes. After networking, C2B was realized. It was no longer C2M and B2B. A new open model emerged that could crowd-source crowdsourcing, and the automotive industry had the most opportunities. New usage patterns have emerged, such as car sharing. After being connected and shared, the droplets form an instant short-term exchange and bring convenience to people's travel. However, this is still the lowest level of sharing. The real sharing in the future is a full interface, with the right to use the car without buying a car.

In the future, the sharing economy will be popular, but the sharing economy is definitely not communism and it is necessary to pay for it. This is a brand-new business model and a huge development trend in the post-industrial era of human society. With the popularity of smart driving, there will also be new maintenance models, as well as financial and insurance issues, including the support of new road infrastructure. This will lead to earth-shaking changes, bringing with it a whole new mode of travel.

Where do the core competitiveness of new and old car companies go?

The traditional car enterprise core competitiveness does not exist in the end? It is not a certain technology but the entire automotive ecology that is changing in the future. What are the future competitiveness of traditional car companies when they have their own sites and become vested interests? In addition to vehicle, engine gearbox and brand advantages, does the traditional car company have other advantages? In the new round of scientific and technological revolution, in addition to batteries, motors, and engines, the emerging industries such as the Information Interconnected Big Data cloud platform and automotive intelligence are the same as those of traditional car makers. On the same starting line. Unless it is not considered important, what should I do if I think it is important? What kind of investment planning? This is a problem that most traditional car companies are concerned about.

In the future, we will respond to the new round of scientific and technological revolutions. The advantages of simple traditional enterprises will remain, but the opportunities for the future will become increasingly rampant. On the contrary, the emerging companies are by no means possessing everything. The key to real success is integration. The winner must take both together and blend together. Don't use your mobile phone as a car, don't use it as a mobile phone. The mobile phone shut down and restarted at most, but if the car suddenly breaks down, it kills people. So the future is born of a new round of industrial platform companies, definitely not the traditional Mercedes-Benz, BMW and GM, nor the so-called BAT company, it must be a new platform company.

The automotive industry, companies, products, technologies, and automotive society and culture are all redefining. The trend is unavoidable, the direction is undoubted, and the challenge will inevitably exist, but the opportunities are unprecedented. Future companies can only be born when this industry is turbulent, socially complex, and industrially difficult.

In the wave of a new round of scientific and technological revolution, where will the new and old car companies go? How to maintain the core competitiveness? What form will the future industrial development model be presented in? In response to the current problems in the development of the automotive industry, Gasgoo will host the 5th Automotive and Environmental Innovation Forum at the Grand View Hotel Kunshan, Anting, Shanghai on December 8-9, with the theme of “Technology Innovation Drives the Future of the Automobile” Bring hundreds of government leaders, academicians, leaders of the society, corporate executives, experts of the "Thousand Talents Program", and leading experts in the industry to discuss the path of innovation and technology development for automotive companies.

The annual Automotive and Environmental Innovation Forum will promote the discussion between car companies on future technological trends, enhance the interaction between experts in the automotive industry, increase exchanges between experts and local businesses, and establish cooperation platforms to promote cars through activities. Transformation and upgrading of industrial innovation, establishing long-term relationship and forming a strategic cooperative relationship, in order to seize the opportunities presented by the new trend, realize the transition from a big automobile country to a powerful automobile country.

The agenda of this forum is as follows: