
In 2020, the Gengzi, 60 years a mane, Vientiane updated. The change in the automotive industry seems to work silently. In January 2021, the Hunghai Precision Industry from Taiwan Island and Zhejiang Province’s Geely Holdings Group issued a news that both parties will set up an electric vehicle (EV) new company in the form of half-funded. The two will cooperate from design to production and unfolding all areas related to electric vehicles. Hon Hai and Geely work can be identified as a strong electric vehicle manufacturing alliance consisting of China’s large IT companies and car giants.
About China’s Honghai and Geely joint venture to set up an electric car new company news, the auto industry is said, but in the author, maybe this It is the first voice of the world’s automobile ecological environmental change,
About China’s Juni and Honghai joint venture, after several senior people with research in the automotive industry, everyone It seems to be able to achieve a completely consistent view.
What do you need? Row in the first is technology! And for the practitioners in the automotive industry, excellent The infrastructure is to ensure the core of a high-quality car. Throughout the global automotive industry, there are very few car companies that can develop outstanding infrastructure. Among them, the fuel car infrastructure is most famous. It is the MQB of the Volkswagen, TNGA, Toyota Motor, the CMA developed by Geely Motor with the R & D car, and the model developed on this basis also is favored by consumers.
123] On the other line, the infrastructure of new energy vehicles is a new and arduous new topic for practitioners in the global automotive industry. The second generation of electric car infrastructure is currently only large.The PPE of the Group (Boheri-R & D), as well as the SEA of Geely Holdings Group, is also the E-GMP of Modern Motor Group.
For those other than ordinary consumers or in the automotive industry, they can be judged from several data for the discrimination of the second-generation electrical infrastructure:
1, 800 volt voltage platform And electricity system;
2, whether the bandwidth of EE can support high-strength processors;
Do you have a high-rise, how is the research and development capability of an excellent infrastructure? Also opposite! It takes several years, and the high-tech modified infrastructure developed by billions of funds has been investigated. If there is no sufficient model development and sufficient number of product sales as support, R & D costs cannot be effective, and the ending is often catastrophic. This is also a core reason why the Global Automobile Industry can develop high-tech modified infrastructure. This is the case, even if the largest automotive enterprises in global sales scale cannot be ensured whether this huge input can be recovered.
High R & D costs, unpredictable research and development cycles and market sales that cannot accurately determine, leading to the German Volkswagen MEB platform to open technology to the global technology to reduce unknown risks, this is why Geely cars can follow The core reason why Hong Jing is completely manufactured.
Let more participants share technology, so that many manufacturers share high R & D costs. Geely, Hong Hai’s joint may be helpless, but it has a crucial and far-reaching impact on the ecology of the entire automotive industry.
1. Reduce costs – China’s Geely and Honghai cooperation to make electric vehicles:
If we look from a deeper angle to analyze why the automotive industry has been withstanding such high R & D costs, There is a core cause of trillions of economic value, but what is the core cause of extremely meager profits (one of the most profitable car companies in the world’s highest price, only 15% of the profit margin)?
Actually, the answer is standardization, especially the standardization of passenger cars that plague the entire global automotive industry.A hundred years of problems. The modular infrastructure mentioned earlier is to solve the solution of the standardization of standardization as much as possible. However, the diversity of market demand still affects the automotive industry. Although the modular infrastructure can greatly solve the problem of new model development costs and development efficiency, huge research and development costs are still not open.
Take the Geely Automobile Group, relying on the CMA modular infrastructure, the cost of the whole vehicle from the first model
Qiping 01 (parameter | picture) 25 About 100 million yuan, after the 03 model, the product is reduced to about 1.5 billion yuan, and the cost is still very huge. This is the beginning of this article, the Jianghuai Wei Li Bin said: there is no 20 billion funds, the new forces are not turning. However, Maybe Geely Automobile Group, Honghai Group’s joint venture may further solve such problems.
2, reduce R & D risks – China’s Honghai and Geely cooperative manufacturing electric vehicle:
The electric modular development architecture is standardized by three power systems. With the gradual maturity of power battery technology, electronically controlled technology, electric drive technology, the whole vehicle three-power system has gradually treated highly integrated road. Just integrate with the MCU, motor, reducer, DCDC, OBC, PDU, BCU, etc. in the end of 2020. The latest CTC technology released in Ningde Times is also fused with the vehicle chassis mechanism and can even integrate motor electrical control, DCDC, and OBC. As mentioned above, the path of the standardization of the electric chassis will gradually become a consensus in the gradual exploration of the former, and this will also be one of the cores of the passenger car standardization.
In addition to the standardization of the electric chassis, the structural parts of the “white car” in the cost of the whole vehicle development, the mold development cost of the outer cover, the cost of the outer cover is also new product development. Big head. As a component with the lowest degree of standardization, standardized components. The whole vehicle body and internal and external standardization may be a problem that the future of the automotive industry needs a key thinking. Although under the support of the modular development architecture, the family-cultural design concept has greatly improved the road, but the road to the whole vehicle body has greatly improved, but further reduces the whole vehicleCost, the standardization of the whole vehicle structure parts is still long. In this respect, Tesra has made a very good sample for the practitioners of the global auto industry. Starting from
Model Y, the rear axle structure assembly becomes a 6000-ton aluminum-coated die casting machine from a traditional structural member, and then the front bridge structure assembly is also the same. Changed to primary die-casting. Maybe in the near future, the vehicle body structure will achieve primary die-casting. This gives a new solution for the problem of difficult to standardize the vehicle body structure. And if traditional stamping + welding means, structural parts are still required to continue to find solutions.
With the vigorous development of new energy vehicles, the change of smart cars is also a new day. The core electron electrical architecture of the vehicle weak electricity system is gradually moving towards the direction of height integration. Just like the author’s high school period helped many people in the desktop computer, the standardized board is one of the core races of the personal computer. Now, in addition to the powerful and unified vehicle operating system, powerful and standardized electronic electrical architecture, and processor interfaces, and peripheral interfaces are the core direction of intelligence of the whole vehicle.
In summary, let’s look back in the joint venture of Geely, Honghai, and some innovations needed for the entire automotive industry change may subvert the tremendous development cost. Development costs high status. Perhaps, in the near future, new forces have more effort to study the consumer demand in the market, design products that meet the needs, and become a pivotable in combination with sufficient powerful marketing pathways and R & D capabilities. car brand. The research and development of the infrastructure, the production and processing of automobiles will be completed similarly similar to the current consumer electronics industry. At that time, perhaps excellent product team only requires billion or even billion costs to create the greatest car companies in the consumer market, without the need to be proficient.
The same as China’s Geely and China’s Human Sea, for the cost, reducing the risk; China’s Honghai and China’s Geely cooperation is the fast integration of electric vehicles, that is, Scroping a larger industry breakthrough in profit after controlling the consumer electronics industry.
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