As the main carrier for the cross-integration and development of automobile and electronic information, communication, transportation and other industries, intelligent networked vehicles are of great significance in improving road traffic safety, improving traffic environmental efficiency, and reducing travel carbon emissions, and are an important strategic direction for the transformation and upgrading of the automobile industry. Under the trend of the “new four modernizations” of the automobile, the soft power represented by the information security protection ability, the quality of talent supply and the maturity of the operating system of the intelligent connected automobile industry continues to improve.
The national industrial policy is constantly increasing to provide a good environment for development
In recent years, in order to accelerate the innovation and development of intelligent connected vehicles, National ministries and commissions have successively issued the Guidelines for the Construction of the National Vehicle Networking Industry Standard System (Intelligent Transport-related), the Notice on the First Batch of Pilot Cities for the Coordinated Development of Smart City Infrastructure and Intelligent Connected Vehicles, the Management Standards for the Road Test and Demonstration Application of Intelligent Connected Vehicles (Trial), and the Opinions on strengthening the management of intelligent connected vehicle manufacturers and product access Notice on Strengthening the work of Internet of Vehicles Network Security and data Security, Notice on Strengthening the work of Internet of Vehicles Network security and data security, Notice on Strengthening the real-name registration management of Internet of Vehicles Card, Notice on Organizing the pilot application of automatic driving and intelligent Shipping, Notice on Further Improving the pilot work of building a transportation power, etc. Give full play to the top-level design and basic leading role of policies, standards and norms in the construction of the ecological environment of the intelligent connected automobile industry.
The layout of the whole industrial chain of intelligent connected vehicles has been gradually improved
From the perspective of all links of the intelligent connected automobile industry chain, the layout of the whole industry chain has become increasingly obvious in recent years. In the perception system, the layout of traditional automotive electronics companies is more extensive, and the current technology mastered by giant Technology, Zhonghaida and other representative enterprises has been able to better meet the application needs of intelligent connected vehicles, and obtain a relatively considerable profit margin; In the control system link, the enterprise’s technology research and development level and investment are at the highest level of the industrial chain, and the overall technological innovation ability is the strongest, but domestic enterprises have certain shortcomings in the car-gauge chip; In the execution system link, enterprises are mainly distributed in the ADAS execution, intelligent central control and voice interaction and other fields, the link market competition is more fierce, iFlytek, Baidu voice, Datang Gaohong, ZTE, BYD and other head enterprises are actively exploring more commercialized landing scenarios. However, it is worth noting that the development of the information security field of intelligent connected vehicles in China is relatively late, and the current focus on the safety of intelligent connected vehicles is still focused on functional safety, and the information security attributes of components have not been paid enough attention. In addition, four dimensional Graph newly released the vehicle networking data security monitoring and traceability platform, which is of great significance for establishing and improving the data security monitoring and traceability mechanism and promoting the construction of the national intelligent network connected vehicle information security system.
The scale of the industry has entered a period of rapid expansion
In the past two or three years, the rapid development of intelligent connected vehicles, Baidu Apollo became the only autonomous driving enterprise in the country to obtain the second phase of the unmanned test license, Wen Yuan Zhixing, Pony Zhixing, Sagitar Juchuang, Mobileye, Xidi, BYD and other industry leading enterprises to accelerate the exploration of business models, more and more technology enterprises entered. The supply chain of the intelligent network industry has been continuously improved, and the technological achievements of supporting enterprises have been continuously transformed. In the future, with the continuous update and iteration of vehicle networking technology and the continuous improvement of product penetration rate, the scale of intelligent connected automobile industry will enter a period of rapid expansion, and it is expected that by the end of the “14th Five-Year Plan”, the industrial scale is expected to exceed one trillion.