Oliver Zipse, chairman of the BMW Group, said that BMW is about to launch a new electric car product, which will reverse consumers to “backward” in electric vehicles, and promote the share price and Tes Pull and other opponents compete. “People think that BMW ‘is playing a nap’, but in fact, we don’t have a rest.” He emphasized that BMW has been waiting for the electric car to truly enter the moment.
Indeed, people want to accurately predict when the turning point occurs, but reality is not predictable.
Pure Electric Platform “Triple Warning”?
In accordance with the EU “The most strict” carbon dioxide emission index, in 2021, European automakers need to reduce the emissions of the car to 95 grams per kilometer; to 2030, will continue to reduce half To 59 g / km. At the same time, in the world, the ban on the ban on the ban on the government has almost become a consensus of the Government of Most Vehicles in 2025 to 2040. In the face of increasingly stringent emissions, pure electric cars become “life-saving straw”.
Just before this Qimga made a speech, BMW had just announced the latest electrical transformation strategy, which plans to introduce a new electric vehicle architecture in 2025. It is reported that the new electric vehicle architecture platform will fully replace the BMW Group’s current UKL small platform and CLAR large platforms, while the two have almost all models on the current market of BMW Group.
In the view of public opinion, the official Xuan Xuan, which is a new electric vehicle architecture, is both an rational, and it is unexpected.
The reason is an external environment. In the current Mercedes-Benz EVA luxury electric vehicle special modular platform, Audi and Porsche, the PPE platform developed by the Volkswagen independently developed the MEB platform to fight, and the BMW under the leadership of Qi Pu is still integrated with Hydroelectric. platform. There is an indisputable fact in the oil and electricity integrated platform and the pure power platform. According to foreign media reports, in the second quarter of 2020, some executives in BMW have already put forward new electricity strategies within the company, hoping that the company can quickly develop pure electricity.Moving platforms to improve competitiveness.
While people are expensive, BMW is “one hundred and eighty degree big turn” in strategic views. Prior to this, Qipprice’s new management team held stubborn attitude toward “no pure electric platform”. In February 2020, Qi Pu has publicly stated that BMW should not change the established road, and will not follow Mercedes-Benz and Audi and other companies to develop pure electric car proprietary platforms. Instead, BMW will continue to use the “integrated” platform that can produce electric vehicles can also produce fuel vehicles, which will allow the Group to maintain flexibility in the context of electric development prospects.
In just one year, it is not compromised, and it is still in the alone, which also contains the pressure and expectation of the operating performance level. “BMW has about 55 billion euros ($ 64.7 billion), lower than its asset of about 60 billion euros.” Qi Pu Assigned in the latest expressions, “this is a bit wrong, this is built under the assumption without future “Previously, Volkswagen Ambitious Electrification Program boosted its share price, with a more pure electrified transformation strategy, BMW undoubtedly there is a fantasy.
4 years, inside “oil to electricity” route
However, the time node launched by BMW official Xuan new electric car architecture is not to ignore, that is: 2025 .
Macro-see, BMW Group divides electrical and digital transformation strategies into three stages. In the first phase, the BMW electric journey is opened through the Project I project; the second phase, BMW will carry different drive technology on the same model, including traditional fuel engine and pure electric drive; third stage, BMW Group’s product arrays will According to the “New Generation” plan, the total amount of internal combustion engine model delivered to customers will gradually decrease.
Currently, the IX3 medium-sized pure electric SUV sold in BMW has been launched in 2020. As a lead model of the second phase, it is based on the upgraded CLAR platform, which is our commonly known as “oil reform electric mart”. . BMW expects that the Group’s second stage of product offensive will reach the peak in 2025. In this process, the I4 medium-sized electric sedan and IX flagship electric SUV will be listed in 2021, 5 Series and 7 SeriesElectric versions will also be launched in the next few years. At the same time, all of these models will be developed using the same integrated platform as IX3. This means that even if it seems to be unsatisfactory with the pre-sequence sequence, it is in fact it is also a “oil to change” model.
Relying on the “oil modification” route, BMW is expected to increase the annual sales of their pure electric models before 2025, will increase at 50% or even faster. It is estimated that by 2025, BMW Group’s pure electric vehicle sales will be more than 10 times in 2020, and will complete the delivery of 2nd million pure electric vehicles in the world. 
The BMW Group is expected to enter the third phase of the transition from 2025. Qi Pu recognizes that the “New Generation” model will be mobile high-tech products, which will mainly have three major characteristics: fully redesigned IT and software architecture, new generation of high-performance power drive systems and batteries, and throughout the vehicle The new sustainable concept of life cycle. BMW expects that between 2025 and 2030, the sales of pure electric models in BMW Group will continue to rise at an average growth rate of more than 20 percent. According to the current market expectation, by 2030, the pure electric model will account for at least 50% of the total delivery of BMW Group, and all models will provide pure electric versions.
Analysis believes that throughout the new sustainable concept of the entire vehicle lifecycle and the “carbon neutral” plan of the farther perspective, the new electric car architecture New class will be the core pillar in the overall situation. It is only unclear in 2021 to 2025, whether BMW can perform 50% sales growth per year in the brand competition of its “oil change” route, and has a brand competition with a pure electric platform in Tongqing.