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Hardware minus software get on the car in October smart car industry review

2021-11-03

Chip shortages have become a regular issue in the auto industry, with new car makers delaying the installation of lidar this past October and Tesla's earnings conference room revealing a preference for low-cost batteries. Compared with the shortage of key components, huawei is relatively aggressive in the software field and casts a wide net in the automotive circle through its great influence. The official release of lane-level navigation makes the peripheral business of intelligent cars gradually expand. In fact, domestic technology companies represented by Huawei tend to create overall solutions for smart cars. Lidar, intelligent cockpit, onboard equipment, cloud services are all part of its layout. The related services around the car and machine are gradually strengthened. The design idea of Hongmeng intelligent cockpit is to replace the mobile phone in driving. Smart electric projects will become the focus of technology companies in the future. Lidar standardization Domestic lidar standards have been formulated, which means that lidar will become the standard of smart cars. Zhou Hongyi, who has just bought a stake in Nezha Automobile, said recently that the price of lidar will be reduced to one-tenth through mass production in the future. The high growth of lidar has become the consensus of the industry. Forecast data show that in 2025, the penetration rate of L3 autonomous driving in the global new passenger vehicle market will reach about 6%, that is, nearly 6 million new cars will be equipped with lidar every year. Low cost lithium iron phosphate batteries are expected to replace ternary lithium batteries due to the rising cost of raw materials. Tesla announced a global rollout of lithium iron phosphate batteries in the standard model. Its partner, Ningde Times, received industry attention at the end of this month. Lithium iron acid battery demand recovery and ternary lithium battery upstream raw material prices are directly related. But it didn't get into the price of the car. Meanwhile, the Ministry of Industry and Information Technology this month promoted sodium-ion batteries as an alternative to lithium-ion batteries. Write later: Chip shortages will continue at least through the end of the year

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