In The International Market, China, Car Electronic Welcoming Wind Direction

The world's new energy vehicles start from the hybrid of oil and electricity.In 2015, mixing and pure electric accelerated development.With the development of electric vehicles and the advancement of lithium battery technology, the new energy vehicle industry has become the focus of global attention.China has performed well in this field, has become an important production base in the world, and has gradually achieved market -oriented new energy vehicle development.

ButIn the face of multiple challenges such as global economic fluctuations, rising raw material prices, and changes in consumer demand, China's new energy vehicle industry is also facing pressure to adjust and transform.Nevertheless, China's new energy vehicle industry still shows strongly with its diversified technology and cost advantage.The momentum of development and huge market potential.

According to Cui Dongshu, Secretary -General of the Federation of Federation,According to the data shared at the Second Anfrey Automobile Ecosystem Summit, the proportion of global traditional fuel vehicles in the world in 2024 is 76%, hybrid vehicles account for 6%, plug -in hybrid vehicles account for 6%The proportion of pure electric vehicles is 12%.

While expressing the full booming of the world's new energy vehicles, Cui Dongshu pointed out:Since the end of the last century, the output of world automobiles has increased from 57 million units to 91 million units. In this overall growth, Chinese cars have become the core of growth.The explosive growth has also increased from 3.2%to 33%in the world share.Vehicle output in developed regions such as Europe and North America shows a significant decline. Among them, Europe has decreased from a high point of 35%to the level of 17%.

It is worth mentioning that in recent years, China's automobile export volume has increased significantly.In 2023, Chinese automobile exports surpassed Japan's top first in the world. From the source point of view, it mainly depends on the contribution of the Russian market. Especially in the field of new energy vehicles, exports have become a key factor in promoting the growth of the structure to developed countries.

picture| China Automobile's profit is subverting the world's car's profit structure. Source: Cui Dongshu, and non -net photography

In addition to production and sales, the profit of Chinese automobile companies is also subverting the world's car's profit structure.According to the data shared by Cui Dongshu,In 2023, the total global automobile industry revenue was 2953.4 billion US dollars, with a total profit of US $ 184.9 billion, and a total profit margin of 6.3%.1.8%.If you look closely, you will find that the profit of US $ 10.8 billion in China's automobile industry comes from the BYD and Ningde era. The total profit of the two is US $ 10.4 billion. It can be seen that the profit of China's automobile industry has been earned by the upstream battery industry.

In fact, the automotive industry has really rolled in recent years, as Dong Hua, president of Anfuli China, said,Driven by the wave of cutting -edge technologies such as intelligence and networking, cars are not only traveling tools, but also gradually transformed into entertainment and consumer terminals that integrate multi -functions.

At the same time, the moat of the car company in the past is the research and development and manufacturing capabilities of engine gearboxes. This is difficult to break through in a short time, so the number of competitors is not large.Now it has become a motor, very muchThe new forces of Multi -Make -making cars have joined in. They have a lot of accumulation in software. They are pursuing the development speed of the Internet. The current car manufacturing cycle has been from traditionalThe 36 weeks were shortened to 14 weeks, and the functions were more and higher. The development complexity increased.

Therefore, today's auto companies have toInner rolls, trying to make themselves more market competitive, and most consumers value the price -performance ratio more, so in recent years, the price reduction of car prices has become the main theme of the volume, and this less benign inner roll factor is continuously transmitted to the upstream., Including Tier1, Tier1.5, Tier2 and other supply chain links.

In response, Zhao Jun, assistant to Shanghai Copa President Zhao Jun, agreed that he believes that in the international market today, Cobarda is a deep cultivation in the domain control field.Tier1 is based on the development of the global domain control market based on the Chinese market. The changes in the automotive industry have brought opportunities and development windows to the Chinese automotive industry chain. However, the inside of the downstream OEM has also brought them a lot of challenges.

Zhao Jun's example:Once, our domain control products will not be mass -produced in 2018 after the 2013 version is scheduled, and the middle time can be made in large quantities. Today, the research and development cycle of a car has been shortened to 18 months.In terms of business, it may only be 10 months.At the same time, the mass production cycle is uncertain for several years.Full of uncertainty.

Behind this uncertainty, the diversified innovation of the automotive electronics industry is needed, including transparent and flexible innovation of electronic supply chain.

In this regard, Dong Hua said:This innovation constitutes a new productive productive forces in the automotive field and develops into the leading quality of leading and driving the development of China's automotive industry technology and supply chain value service providers.Because of this, Anfuli continues to optimize the supply chain and strengthens in -depth cooperation with software and hardware companies in the automotive electronics industry chain to complement each other through the roleSource integration to develop new quality productive forces in the automotive field.

Today, Anfuli is no longer a simple electronic distributor, but is already the world's leading technical distributor and solution provider.

Just at the just -concluded second Anfuli Automotive Ecosystem Summit (Suzhou Station), we saw Anfuli Joint Ecological Partners and exhibited a series of solutions in the fields of intelligent driving, intelligent networking, new energy vehicles and other fields.Including supporting popularity3A game black mythology · Goku's car information entertainment system, EV power -driven solution, Yingfei Ling and NXP's smart access control system, intelligent running through streaming taillights, car FOC motor control solutions, etc.

Dong Hua's promise:In the future, Anfuli will continue to cultivate technology, increase investment in R & D, adhering to the strategy of global operations and local decisions, actively support Chinese local chips and automobile companies to go to sea, and through the extensive construction of the automotive ecosystem, integrate innovative resources, integrate all parties in all parties, integrate all parties from all partiesInnovation forces actively cultivate new productivity of the automotive ecosystem and continue to promote the continuous upgrading of the industry.