With the “new four” wave of the “new four”, and the development of automatic driving, car systems, human car interactions, the proportion of chips and systems in automobiles is growing, smart cars Gradually become an electronic product.
[123 ] States increase chip investment
It is undeniable that from mechanization toward electricity, intelligent is the development trend of the contemporary automotive industry.
However, due to the computer management of the engine to the driver assist system, almost all components on the car have certain dependence on the chip supply.
After last year, under the influence of various natural disasters, the global car companies faced the shortage of chips, leading to some companies to limit the production of new cars.
[123 ] “The longer the chip crisis lasts, the greater the difficulty of maintaining the current business model of the automotive industry.” Carlos Tavares, CEO, CEO, said at a web conference held on Wednesday.
With respect to the dilemma of car companies, the discipline of automotive chip manufacturers and software system is aggravated, and the car industrial chain has been pushed forward, so that the car The chip has become a new style of the industry.
Many countries are working hard to support local chip supply chains.
On May 9, the domestic automatic driving chip manufacturer’s skyline officially announced, the third-generation car level journey 5 series chip, disposable flowSuccess, and lightly lit, which is greatly advanced than expected date.
[123 It is understood that the journey 5 is the first chip for the first Domestic-facing-level automatic driving. It is also the most powerful L4-level automatic driving chip. Under the shortcomings of the current chip, the birth of the journey 5 has truly broken foreign monopoly. .
In order to a certain extent, let the industry in the factory, especially the domestic product, and a heavy “strategic deterrence” guarantee, not afraid of being attached to the neck in the L4 level chip, so it is very important .
Not only is China understands to work hard on the chip. In March this year, US President Joe Middot; Joe Biden put forward $ 50 billion in semiconductor manufacturing and research fields. plan.
[123 The South Korean President’s text also said earlier this week: “With the intensification of global semiconductor competition, we also need to improve our competitiveness in the semiconductor industry.”
5 On the 13th of the month, the Korean government announced that it would provide greater tax relief and 1 trillion won ($ 883 million) loans to cope with the challenging global chip shortage.
According to the data of the Korean Semiconductor Industry Association, about 153 chips, including Samsung Electronics and Sk Hynix, including the world’s first and second largest storage chip manufacturers. It is planned to invest 510 trillion won ($ 450 billion) or more during the period from 2030 this year.
[123″There are familiar people” said Samsung plans to build a third chip factory in Ji-Zei, Seoul, and the plant began to address last year. It is expected that it will be completed in 2022.
[123 ] South Korea Trade, Industry and Energy said in a statement on Thursday that SK Hynix is considering obtaining additional 8-inch chip contract manufacturing capabilities and adds that there has not been final decision.
At the same time, the Department said in a statement that the government will have a “key strategic technology” company, including semiconductor, including semiconductors during the second half of 2021. Capital expenditure tax concessions increase from the current 3 percentage to 6 percentages.
In addition, the government will also provide long-term loans of about 1 trillion won to increase 8 inch wafer chip contract manufacturing capabilities and materials and packaging investment.
It is reported that Samsung Electronics, Hyundai Motor, the Ministry of Railways, and industry associations have agreed to work together to respond to the shortage of automotive chip.
[123 ] The dependence of the auxiliary driving system
Why is the industry constantly confident in this field after the automatic driving technology is “turned” in the automatic driving technology?
Let’s look at a news, on May 13th, the Associated Press report, the United States, California, a trip, suspected to open the automatic driving mode after sitting in the back row Driving vehicles and was arrested by the police in reckless driving.
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This man is interviewed by the Associated Press When he didn’t do something wrong, he will continue to sit on the back seat.
And said: “This system is actually designed to ride on the back seat, I think it is safer than sitting in the driver’s seat, I think I feel The car is safer in the automatic driving state. I trust in my car automatic driving level exceeds my trust on everyone on the way. “
Not only this, he continued:” According to Now, I can launch an automatic driving Tesla from Emurvil, until the San Francisco city center. “
According to his narrative, he tied Tesla The car has gone about 40,000 miles, never sitting on the driver’s seat.
[123 It is not difficult to see that the owner is a typical excessive excessive driver of the auxiliary driving system, allowing people to see the thinking process behind a person who has been too trusted by an unmanned technology.
Advantageously
The loading of the chip makes the car becomes more and more like a mobile phone that can move, and allows the car manufacturer to explore the charging mode. Objectively saying that this mode for car software has begun.
As early as October 2016, Tesla launched “pre-buried hardware + payment unlocking software” Mode, all of its factory models are embedded with AutoPilot hardware, and users can choose whether to turn on software according to requirements.
Today, Tesla has been upgraded by OTA software, which has more than 1.5 billion deferred income balances related to Internet connection and automatic driving functions and related air software updates. Dollar.
[123 Mask has said: “With the continuous implementation of the software, the price will continue to improve.” It is certain that software revenue has become an important part of Tesla business model.
In recent years, China’s new forces have made Xiaopeng, and it has also launched high-level automatic driving auxiliary charge modes.
Among them, Xiaopeng has launched the “XPilot 3.0” advanced automatic driving system in early this year. Customers can pay 20,000 yuan or three years at once when purchasing vehicles (1.2 annually. Ten thousand yuan) to purchase this service.
[123 It is worth noting that Volkswagen sales and marketing leader Claus Middot; Klaus Zellmer recently discussed the strategy of the car manufacturer in the next decade in an interview.
He acknowledged that technology like remote upgrading is a huge opportunity for automakers.
Zellmer provides a very interesting example – rental automatic driving technology. Volkswagen believes that customers will pay for this feature. 
[123 Zellmer believes: “This is completely based on profit-cost model, which is a cost of installing it into the car in the L4-level automatic driving mode, which can take five-digit euro. So who this money will pay ? “
He also emphasized:” Obviously this does not apply to the mass market, and we can pre-install this set of systems and achieve remote enable or disabled. Our cost model shows if We will constitute a profitable business model for the standard charge of 7 euros per hour (about RMB 55). “
In fact, this The high-end selection of traditional cars is the same as the same work, but the line is put more long.
[123 A precedent is before, prove that in order to get a better driving experience, some consumers are willing to “unlock” the function modules they need by further payment, or through payment to get stronger performance And personalized services.
After all, people have never ended their pursuit of driving pleasure. (Written | Song Yuing Ting) 