**:Times.
During this year's Spring Festival, Yu Chengdong, Executive Director of Huawei, CEO of Device BG, and Chairman of Intelligent Vehicle Solution BU, drove a Wenjie M9 back to his hometown in Huoqiu, Lu'an, Anhui Province for the Chinese New Year. Today, on the third day of the Lunar New Year, Yu Chengdong posted a "wonderful" experience of driving back to Shenzhen from his hometown in Anhui Province in the circle of friends. The reporter confirmed to people close to Yu Chengdong that the screenshot of the circle of friends was true.
According to Yu Chengdong, this morning he drove the Wenjie M9 from his hometown in Anhui to Shenzhen, and arrived at the Jiujiang Yangtze River Second Bridge after 11 a.m., a total distance of 1,314 kilometers, and has driven 400 kilometers. From the time he left home, he "drove intelligently all the way", and called "completely nothing to do, very easy".
However, halfway through, the intelligent driving function of Yu Chengdong's car was also turned off twice: in the middle, his hands were off the steering wheel for a long time, and he was fined once for three minutes (not allowed to use it), and then he was fined again to make intelligent driving unusable.
Yu Chengdong could only take the opportunity to go to the toilet in the rest area to resume intelligent driving, "I really want to cancel this hands-off detection function!" Not only that, Yu Chengdong also complained in the comment area, "The regulations are lagging behind the development of technology, and the DMS camera (abbreviation for driver monitoring system) should be used to judge that the driver is not sleeping before he can get out." ”
He also shared another scene of the current "intelligent driving is not as good as human driving": on the expressway in the suburbs of Huoqiu, there is a kind of "red, yellow, slow" lights that are displayed alternately at the intersection, and when the yellow turns red, the M9 brakes, then turns yellow again, and continues to accelerate, unlike humans who know that it is a traffic light that flashes alternately.
In 2023, Yu Chengdong, chairman of Huawei's car bu, said that the second half of the competition in the smart electric vehicle industry is intelligence, which will be the key to victory. He believes that if we don't seize the opportunity of smart electric connected cars, no matter how powerful a company is, it may disappear in the future.
In order to gain an advantage in the competition, Huawei has also continued to make efforts in intelligent driving. For example, the M9 is equipped with 192-line lidar, 12 ultrasonic radars, and 3 millimeter-wave radars, and has a perception system that integrates laser, millimeter wave, machine vision and ultrasound.
At the software level, the Wenjie model has been upgraded to OTA, and at present, its "national can be opened" urban intelligent driving pilot assistance has supported all roads in the city (including trunk roads, secondary roads, branch roads, etc.), national roads, county roads, township roads and other public roads, with 99% of the available road sections. After completing the upgrade, the vehicle can avoid special-shaped obstacles, avoid pedestrians in time when encountering zebra crossings, and make decisive decisions in complex road scenarios like an experienced driver. The upgraded models are the new M7 series intelligent driving version and the M5 series intelligent driving version.
In fact, intelligent driving capability has become an important competitiveness of Wenjie Automobile. In November 2023, at Huawei's all-scenario press conference, Yu Chengdong said that the total number of vehicles in the two and a half months after the launch of the new M7 exceeded 100,000 units, of which the intelligent driving version accounted for 60%, and the urban intelligent driving option rate was as high as 75%.
It is worth noting that after Wenjie won the "monthly sales champion" of the new car-making force for the first time, Yu Chengdong also said that "Yu Dazui" became "Yu Xiaozui" when he delivered the information, "The popularity of smart cars is underestimated and conservative." He said that the next priority is to work with partners to ensure high-quality delivery and put more new cars in the hands of consumers.
The first research report believes that in the first half of 2023, the first battle in the automotive industry will be the main melody, and intelligence will bring "excess returns" in the second half of the year. Looking forward to 2024, the trend of high-end independent brands is significant, and more intelligent new energy models** are more than 200,000 yuan, and independent brands will have more say in the high-end development of new energy vehicles.
At present, the intelligent driving industry chain is developing rapidly. According to the "Intelligent Connected Vehicle Technology Roadmap 2" released by the China National Intelligent Connected Vehicle Innovation Center0》It is expected that by 2025, the sales of L2-L3 intelligent networked vehicles will account for more than 50% of the total sales, and the commercial application of L4 vehicles will be realized in specific scenarios. By 2030, L2-L3 vehicles are expected to account for more than 70% of sales, and L4 vehicles will be widely used on highways and some urban roads.
The improvement of the level of autonomous driving will also give rise to the demand for hardware such as lidar, providing a broad market for the development of the industrial chain. According to the prospectus of Suteng Juchuang, the global lidar solution market size will be about 12 billion yuan in 2022 and is expected to grow to 1,253.7 billion yuan by 2030, with a compound annual growth rate of 788%。Among them, intelligent driving vehicle applications will occupy the largest market share, and the proportion is expected to increase from 2833% to 79 by 203079%。Level 3, L4 and L5 autonomous driving may need to be equipped with an average of 1, 2-3 and 4-6 lidars, respectively.
According to the research report of the Bank of China, the upstream industrial chain of the vehicle-mounted lidar industry involves key optical components such as laser transmission, reception, scanning modules and information processing, which are mainly dominated by European, American and Japanese enterprises. These companies have mature products and high reliability, while domestic manufacturers still need to improve their product scale and product performance. The midstream value chain, which focuses on LiDAR integration and software systems, was initially led by Velodyne in the United States, but Chinese companies are rapidly entering the field. In terms of software systems, car companies choose to independently develop or cooperate with leading companies. The downstream industry chain includes autonomous driving-related enterprises, such as autonomous driving operation companies, intelligent driving solutions and mobility service providers.
At present, the lidar industry chain system has been completed, and domestic enterprises are actively catching up in all links to accelerate domestic substitution.