Smart Internet ran out of China's "acceleration", and the market reshuffle behind the 26.15% carrying rate

This week, , The focus of the global automotive industry , No doubt Volkswagen Group CEO My sudden resignation .

7 month 22 Japan , Volkswagen Group CEO Dice （Herbert Diess） Submit your resignation , And will 9 month 1 Japan officially stepped down . And then , Volkswagen Group Announces , At present, he works as a Porsche CEO Aubaum （Oliver Blume） Will take over from dis .

Disyu 2018 year 4 He began to take charge of Volkswagen Group in August . In office , He promoted Volkswagen Group to actively transform to electrification , However, it has encountered obstacles in the research and development of intelligent technologies such as software development .

Just a week ago , The software department of Volkswagen Group CARIAD Exposed , Because the new software platform was not launched according to the original plan （E3 2.0 software platform ）, May delay Audi 、 The launch of a new generation of pure electric vehicles such as Porsche .

According to the original plan ,E3 2.0 The software platform will be CARIAD A unified platform developed for all brand models of Volkswagen Group , at present ,1.1 The version has been equipped with some models on sale , And provide... In some markets OTA to update （ Chinese Market ID The official configuration of the model is not available yet OTA function ）.1.2 Version software , It was originally planned to be carried on new cars of Audi and Porsche .

According to the monitoring data of Intelligent Automobile Research Institute of Gaogong , This year, 1-4 The Chinese market （ Excluding import and export ） Passenger car OEM A new car equipped with standard intelligent networking function （L2 level ADAS+ Smart cockpit ） Share list , The public is not in the top ten .

It means , At the key time point of intelligent transformation , Volkswagen Group （ Including the public 、 audi 、 skoda 、 Si Hao ） The market pressure has increased sharply . The reasons behind it , Including Volkswagen's decentralized localization plan and R & D layout in China .

In the Chinese market , This year, 4 month ,Cariad The Chinese subsidiary was officially established , This is its first subsidiary outside Europe . at present , The subsidiary has formed a joint venture 600 A Chinese team of employees , And plan to 2023 Double the number of people by the end of the year , And the proportion of local software talents 90% above .

According to the plan ,Cariad The Chinese team will promote the development of software products for Chinese consumers , Including joint development with the headquarters 、 Scalable new software platform , Advanced driving assistance system, automatic driving and next-generation intelligent interconnection functions .

According to Xiao Peng automobile , Smart cars have entered a new stage , With the gradual improvement of software development ability , Some new changes will take place in the future software charging mode .“ Basic intelligence tends to be standard , The new enhanced features are available as an optional subscription .”

“ The demand of Chinese consumers for new functions and new experiences is growing . Set up a Chinese team , So that we can respond to the needs of the local market faster .”CARIAD On the activities of China's settled subsidiaries , The person in charge of China sighed .

According to the monitoring data of Intelligent Automobile Research Institute of Gaogong ,2022 year 1-6 The Chinese market （ Excluding import and export ） The front of new passenger cars is equipped with basic intelligent Internet （ Including early warning auxiliary driving 、 Digital cockpit 、 Networking and OTA） The functional risk is 232.63 Thousands of cars , Year-on-year growth 46.93%, The loading rate of front loading reaches 26.15%.

It ranks among the top 30 in the standard carrying capacity of intelligent networking functions （ Independent brands occupy the main position , Yes 20 A brand was shortlisted ） In the brand of , tesla 、 Ideal 、 Wei to 、 Polar krypton 、 Sailux （ Ask boundary ） All are standard configuration of the whole series , Many brands of Volkswagen Group have not entered the top 30 .

 

Another set of data , Perhaps it can better explain the speed of transformation and upgrading of intelligent Internet .

The monitoring data of Intelligent Automobile Research Institute of Gaogong shows that ,2022 year 1-6 The Chinese market （ Excluding import and export ） The insurance coverage of new passenger cars is 889.64 Thousands of cars , fell 11.53%, among , Non intelligent Internet connection （ Including only assisted driving 、 Digital cockpit 、 Networking and OTA One of the functions ） The number of new car insurance fell year-on-year 22.45%.

This trend , It is also affecting the function configuration strategy of the host plant .

This year, 5 month , Xiaopeng automobile suddenly announced , since 2022 year 5 month 9 From 0:00 on the th, the brand's part ⻋ Model price 、 Allocation and equity advance ⾏ adjustment , such as , in the light of P5 and P7 Some versions of the two main models , The software and upgrade service of intelligent assistant driving system are adjusted to standard configuration .

Regarding this , When answering the investor's question about whether the cancellation of software charges for some models is in contradiction with the previous question that software will become the main revenue of car enterprises in the future , Xiaopeng said , actually , It is better to combine hardware and software , Instead of charging separately （ This may be a revision of the previous strategy ）.

Through this integration , Xiaopeng automobile hopes to do more on the software OTA upgrade —— An integrated pricing model that combines hardware and software , It can maximize and enhance users' experience of the product .

Need to know , At present, Xiaopeng P7 A low-end model , Only constant speed cruise 、 Reversing radar and image function , This seems to be a little out of place with the smart label that the brand focuses on .

And for the public , As a traditional competitor, Toyota has also been ahead in the smart Internet , Including the entry-level standard for most other models L2 Auxiliary driving , And in the past, relatively backward cockpit information entertainment is also actively introducing Chinese local ecological content and services .

This year, 5 month , The Volkswagen board of supervisors requires the management to be a software subsidiary CARIAD Come up with a stronger plan .” Speed up action ,“ It is the unanimous judgment within this company . In the past year , Volkswagen's share price fell nearly 40%.

The monitoring data of Intelligent Automobile Research Institute of Gaogong shows that , First half of this year , Volkswagen brands still occupy the top position in China's new car market share , But it has fallen behind in the carrying capacity of intelligent networking functions . At this stage , It is very similar to the alternation between the old and new players of apple and Nokia mobile phones .