In 2023, China will become the world's largest exporter of automobiles, exporting 5 million vehicles, surpassing Japan.
At the same time, China is also the world's largest automobile producer and sales country, and it is really far ahead, and from the so-called backward Europe and the United States for a hundred years, to the world's first in various today, China has only taken a few years.
And the root cause of all this is the development of domestic new energy vehicles. As of the end of December 2023, the number of new energy vehicles in China has exceeded 20 million, and the penetration rate has exceeded 40%, ......
Of course, behind the development of domestic new energy vehicles, it has had a huge impact on the entire automotive industry and the entire automotive chain, because new energy vehicles have subverted the model of the era of fuel vehicles.
Recently, there has been news that the European and American automotive chain giants, ZF may lay off a large number of employees next, and may lay off up to 120,000 people, or a quarter of all German employees.
There is also Bosch, which is also going to lay off employees, and due to the slowdown in demand, it may lay off up to 1,500 people, mainly to drive the business part, involving R&D, sales, management, and so on.
How powerful ZF and Bosch are, people engaged in the automotive industry know that they are monopoly oligopolies, and ZF is the leading manufacturer of transmissions, and almost monopolizes all luxury brand markets. Bosch has a monopoly on the "powertrain", "brake assembly" and "body electronic system" of traditional fuel vehicles.
In the era of traditional fuel vehicles, basically all car companies can't bypass ZF and Bosch, and they have to purchase accessories from them, so they make a lot of money.
However, in the era of new energy vehicles, the car manufacturing mode has changed, the gearbox is gone, the powertrain, brake assembly, etc. are also different, although these two giants are also transforming, but obviously unable to keep up with the times.
At present, the domestic new energy vehicle industry chain is developing rapidly, and has formed its own set of ** chains, from battery electronic control to motors, to intelligent cockpits, vehicle machine systems, automatic driving and so on. Therefore, the former giants also had to lay off employees to deal with it, because the market demand has changed.
In fact, other industries are the same, once the new era comes, some giants in the old model will be very hurt, which is why China has developed rapidly in high-tech fields such as chips, the United States wants to suppress the reason, because the United States, as the former king, once the model is changed by Chinese enterprises, the interests of these old kings will be damaged, so the United States is unwilling to see China's rise in the high-tech field, the reason is this.