China's auto market outlook in 2022

For research and development positioning, leading car companies are shifting their research and development goals from "functional satisfaction" to "experience excellence" and accelerating the development of software-defined vehicles.

For R & D mode, digital technology, as the core of intelligent network technology, has been widely used in all aspects of R & D business process, from virtual simulation to in-the-loop testing, from automated calibration to virtual test ground. The future research and development mode will be the organic combination of offline physical development and online virtual development, and the research and development meta-universe mode will become the main research and development mode of intelligent connected vehicles in the future, which will greatly accelerate the research and development process, especially the iterative speed of virtual development.

For R & D infrastructure, the realization of future R & D positioning, product operation, and R & D model need strong data support, and the infrastructure represented by cloud technology is one of the core elements of leading car companies to achieve these goals, and there must be a matching tool chain, especially software development tool chain, AI technology development tool chain. How to obtain a tool chain suitable for the enterprise's own development is an urgent issue placed in front of every car company, especially the traditional car company.

For R & D management system, leading automobile enterprises urgently need to introduce a new management system targeted at new R & D positioning, new R & D model, and new R & D infrastructure, so as to integrate new technology with new management system, give full play to the advantages of new technology, support enterprises to create new business models, and go through the industry change cycle. Become a leader in the new automotive industry.

Zhou Xiaoliang, China partner at Deloitte Management Consulting

The automobile supply chain is gradually transitioning to a stable recovery period

In the past year, after experiencing shocks such as lack of core and rising raw material prices, China's automotive supply chain will gradually transition to a stable recovery period in 2022, preparing for a full rebound into the new normal. Under the continuous influence of two external factors, anti-globalization and COVID-19, the automotive industry supply chain will show three major trends in 2022:

Supply localization: Auto companies will further improve the overall risk management ability of the supply chain, step up supply source control and build the integrity of the local supply chain

Operation lean: through digital and intelligent means, to achieve the cost reduction and efficiency improvement of the supply chain, lean supply chain operation and layout

Optimization of the internal structure of the industry: accelerate the structural adjustment of the industry, expand new production capacity, and clean up backward production capacity

As the core of connecting upstream and downstream, vehicle enterprises should continue to play the role of "chain master", actively deepen upstream and downstream coordination, and improve the visibility of the overall supply chain. At the same time, take the initiative to plan and monitor supply risks, and strengthen support for suppliers to ensure that the healthy industrial chain ecology is restored as soon as possible. Looking forward to the future, automobile enterprises should build a future supply chain of "rigid and flexible" by building a capability-oriented strategic supply network, digital empowerment, and win-win cooperation, in order to cope with the market competition under the new normal.

Mou Jiawen, China partner of Deloitte Management Consulting

The new automobile retail revolution enters the deep water zone

As a consumer category with low frequency and high price, heavy experience and service, automobile determines the definition of new retail and the path of transformation to new retail are different from other industries. Automobile new retail not only focuses on consumer experience and data as the core driving force to improve and optimize existing channels, at the same time, automobile new retail is also the innovation of future sales formats and business model reconstruction.

New automotive retail will continue the trend of change in 2022, mainly reflected in four aspects: first, consumer experience as the core, including more direct channels, store location closer and closer to consumers; Oios are no longer simply selling cars, but extending their reach to all stages of the life cycle, and changing the one-way logic of product focus to redesign the retail process. Second, the "centralized" retail system is mainly reflected in the Oems moving to the front desk, horizontally expanding their service boundaries, and creating direct contact points with consumers; Vertically skip dealers, strengthen the control of traffic/lead entry, and improve the ability to identify, analyze and transform leads. Third, the digital retail process, on the surface refers to the 4S store intelligent management, data on the cloud, but in fact, more emphasis on the realization of the interconnection between various channels, the establishment of online and offline integration of retail experience. Fourth, the open whole chain ecology, which is specifically reflected in the Oems out of the closed system, actively use the access ability of Internet channels, hardware and software infrastructure services, and tap the purchasing power outside the traditional marketing network.