Automotive Industry Review in 2021 and Automotive Industry Outlook in 2022

On the other hand, with the rapid development of China's automobile industry, independent brands have no burden, and they continue to innovate in all aspects of design, research and development, production, sales and after-sales, and the technical barriers of joint venture brands have been broken. As independent brands better understand Chinese consumers, the gap with joint venture brands in appearance, power performance, quality and reliability has been narrowing. There are even separate brands aimed at women, such as Euler.

Among the top 10 brands in China's auto market in 2021, Chinese brands account for five. In particular, BYD, sales growth of 100.8%, with DM-i supermixing technology, blade battery technology and other unique skills, in various market segments in full bloom, Han EV, Tang DM-i in short supply, Qin PLUS sales reached 169,800 units, leading the A-class pure electric car market.

Ii. Outlook for the automotive industry in 2022

1, the skateboard platform has become the new "air outlet" of the industry

"The world martial arts, only fast not broken" in the automotive industry, the same applies. Is there a technology that can quickly launch a new car? Of course there is -- skateboard platform technology. It's like a blank canvas on which you can draw anything you want.

2, L3 intelligent driving technology has become the short board of most car companies

It is expected that the country will release L3 in 2023, and cars carrying L3 can be legally on the road. But at present, in addition to Tesla, no car company has seriously mastered the so-called L3 intelligent driving technology. The core technology of intelligent driving is monopolized by Internet companies such as Huawei and Baidu. And Huawei, Baidu, by finding an agent or personally building the next car, if you want to increase the bargaining power of your own products, will certainly build the technical barriers of L3 intelligent driving, hello, I good everyone good situation no longer exists.

3, lack of core less electricity, new energy subsidies decline

The chip shortage in 2022 will be alleviated to a certain extent, but it is still too early to say that it is a comprehensive solution. The automotive chip industry is almost monopolized by Renesas, NXP, Infineon and other tier 1 suppliers, represented by Bosch, almost all of their automotive chip factories are built in Southeast Asia, due to the impact of the new coronavirus epidemic, resulting in a 40% reduction in chip production. Although the upstream began to build more factories and expand production capacity, it will take time for new factories to release production capacity, and the "lack of core" in the automotive industry is still the main theme in 2022.