[car home Information] March 2 was a magical day. On the other side of the ocean, Musk talked about secret ambitions on Investor Day; Li Xiang, CEO of China and LI, spent five pages of PPT at the media communication meeting and shared it for two hours. In view of all the contents he shared, this paper only extracts the product information that everyone cares about, focusing on the follow-up product planning, autonomous driving progress and intelligent cockpit.
Some core messages:
1. Ideal to be a pure electric product, and still adhere to brand positioning: the luxury electric vehicle preferred by the family can be at the same price as the extended-range product.
2. NOA, the ideal city, was pushed to Max users in the fourth quarter.
3. Ideally, 8295 chips will be introduced, and L7/L8/L9 will support the replacement of 8295 chips.
■ What is the ideal pure electric vehicle?
Friends who care about the ideal know that the ideal is not a dead-end extended range, but also pure electricity, and will make extended-range products until 2030. Unfortunately, at this communication meeting, we still don’t know what the ideal first pure electric product is. LI’s classmates told me that it is a "form you haven’t seen before", and the spy photos that have flowed out at present show that it may be an MPV. But obviously the ideal is not only a pure electric product, combined with the information of the financial report communication meeting at the end of February,The ideal pure electric product has a product sequence similar to the L series, which meets the needs of home users in the price range of 200,000-500,000.Of course, no matter what body shape it is, it is bound to have a big impact on the pure electric products that are mainly used at home at this stage.
"ideal pure electric MPV spy photos"
However, no matter what this pure tram is, it still adheres to the ideal concept of "luxury electric car preferred by the family". Therefore, friends who care about their families can rest assured that the ideal pure electric product will not suddenly go off course, and get a big super-run with a speed of 100 kilometers for 3 seconds, so just wait and buy it.
Li Xiang mentioned in his speeches everywhere that choosing extended range can solve two problems, one is battery cost and the other is energy supplement. Excellent manufacturers are trying their best to solve these two problems, such as Tesla’s extreme cost reduction and overcharging, and Weilai’s desperate efforts to build and replace power stations.
The cost of batteries remains high, either manufacturers lose money to earn money or consumers spend more money; It is inconvenient to replenish energy. Some people say that an ideal range extender with low technical content directly hangs the 800 VSiC that a manufacturer has worked hard to make, which is not rough.
Of course, we can’t say that the technology of 800V SiC is not good. In fact, the ideal pure electric vehicle is also this technology, and this technology is used to solve the above-mentioned cost and energy supplement problems.
In terms of cost, Li Xiang said that 800V pure electric products are not so expensive, and they can achieve the same price as extended range. He said that the battery of 100kWh can last about 600km now, but we can use 80kWh through 800V and SiC components. And let the cost drop by 30,000-40,000 yuan, and the money saved will of course be piled up in the comfortable and intelligent configuration that we like to see.
In terms of energy supplement, Li wanted to show a set of mode of household slow charging+urban fast charging (200kW)+ high-speed overcharge (480kW), and he also made the account clear. For example, a charging station with 480kW+3 250kW piles costs 1 million RMB, and 1,000 stations are built, which will be shared over five years, with an annual income of 2 billion, that is, 100 billion yuan.
However, some people question this set of accounting logic and the pressure of the power grid. As we are not experts, we will not analyze it indiscriminately. In short, we all know that the ideal is to replenish energy, and it will not be worse than other manufacturers.
Summarize the characteristics of ideal pure electric products: strong household attributes, the same price as extended range, and comfortable energy supplement. As for the time, although Li Xiang didn’t say it, according to the news in early February, it was off the assembly line in July and officially mass-produced in September.
By the way, L5 is a big satellite in LI. At present, there are only two information points that Li wants to talk about in Weibo, namely, the non-SUV form and the price range of 200,000-300,000. However, according to Li Xiang himself, the ideal L7/L8/L9 is just like an Apple mobile phone, except for the case. This is really keep real… Then the L6 (five-seat SUV within 300,000) and L5 are estimated to be quite different. The form of non-SUV is a supplement to the ideal product line. After all, you have to walk on two legs these days.
■ NOA internal test of the ideal AD Max open city in the fourth quarter.
It is not a new force to not engage in autonomous driving these days. In the new year, everyone began to roll up the city NOA. The ideal plan is to open the internal test of early bird users in NOA city on the ideal AD Max in the fourth quarter of this year. It should be noted here that the AD Pro version does not support urban NOA, but the actual experience of high-speed NOA is basically the same as that of the Max version, so you must pay attention when buying a car.
Li Xiang believes that electric vehicles that cannot realize NOA in cities can only be called "electric vehicles", not "smart electric vehicles". The city NOA is actually similar to the high-speed NOA realized by many manufacturers at present, except that the scene is changed to the city, and the automatic driving from point A to point B is realized in the city without human takeover.
From the second half of 2022, the city NOA has taken shape. Tucki, the pioneer of autonomous driving, pushed CNGP (city NOA, called by different manufacturers) on P5 in September 2022; Extreme Fox Alpha S HI and Huawei, WEY Mocha and Millie Zhixing have all realized this function.
"Tucki city navigation aid"
At present, there are various factions and ideas under NOA in the city. For example, whether the high-precision map is used or not has undergone a series of changes and iterations. Previously, Tucki was a high-precision map player (it seems that he hasn’t completely given up now, and He Xiaopeng also proposed to speed up the review process of high-precision maps at the two sessions), and he also has Grade B mapping qualification. But now most players are gradually turning to the route of "emphasizing perception and ignoring maps", and in terms of perception, there are also pure visual Tesla and radar cameras.
Under the mode of relying on high-precision maps, the city NOA will be limited to cities that allow surveying and mapping. For example, the city NCA of Polar Fox is still limited to Shenzhen and Shanghai. Li Xiang said that the ideal will not demarcate the city NOA one by one like the traditional model, but will promote NOA in many cities based on the big model and BEV (Bird’s Eye View, not electric cars). This is also the so-called software 2.0 era.
"Tesla’s perceptual process"
BEV perception is to establish a bird’s-eye view of camera images from multiple perspectives and then perceive them, and cooperate with Transformer algorithm to make autonomous driving more cattle. In the case that Tesla, a pioneer, explores the road for everyone, domestic car companies have also started this set of operations. Li wants to predict that these companies using the Orin computing platform will basically deliver the earliest NOA； for testing in the fourth quarter of this year; By the end of the year, most head enterprises can achieve the level of Tesla at the end of 2011, and by 2024, everyone can generally achieve the level of Tesla in North America at the end of 2022 and the beginning of 2023.
In the end, the city NOA does not need to become fully autonomous driving, but it can help drivers improve their experience when there is traffic jam every day. If more than 60% or even more than 80% of the cars in the city can be driven by this function, and the safety is no problem, it will have a huge change. Just as consumers buy a 20-30-story building, it is a fundamental difference whether there is an elevator or not.
Judging from the current situation, autonomous driving also requires manufacturers to continuously educate users to use it, so that users can’t live without it. The utilization rate of assisted driving in LI is over 13%, and the utilization rate in high-speed scenes has exceeded 50%. According to the Spring Festival travel data released by Weilai, its total mileage is 276,699,061 kilometers, and the total mileage of NIO Pilot is 39,135,610 kilometers, about 14%.
But judging from the situation of G9, another new force in Tucki, it has little effect on assisted driving. I think that autonomous driving is indeed the right way, but this road has a long way to go. Perhaps next year, with the landing of NOA in the city, the utilization rate of automatic driving assistance can be significantly improved.
■ Don’t worry, the old owner can upgrade 8295.
LI is known as "creating a mobile home", so they collectively refer to the things in the car as intelligent technology, and this space will be the largest, most comfortable and most intelligent. Everyone holds a screen at home, so be sure to put more screens in the car. In this regard, everyone is most concerned about getting on the 8295 chip.
The computing power of Qualcomm 8295 chip is eight times that of 8155. According to the current rhythm, the ideal may be the same as that of Jidu, and 8295 will be delivered in the fourth quarter of this year, and the ideal new product is expected to be released during this time period. Then the question is coming. What about the old L9/L8/L7? I believe that everyone has not forgotten the rights protection incident of Li ONE’s change before?
But don’t worry this time, the old car owner can change the 8295 chip, but the change and how much money are still under study. At that time, Zhu Yu, who spent 300 million yuan to upgrade the old car owner for free, was in the front. What would the ideal do? However, it should be noted that the ideal delivery volume is not comparable to that of Krypton in that year, so I suggest that the old car owners should have a bottom in mind first, and it may be more comfortable to lower their expectations in the future.
After getting on the bus, the 8295 has greatly improved the intelligent cockpit, supporting more screens, stronger 3D rendering ability and millisecond voice. Even due to its powerful computing power, even if NVIDIA’s autopilot chip dies, it can take over autopilot … At present, 8295 is still a piece of jade to be carved, depending on how the manufacturer empowers it. According to Jidu, at present, manufacturers have not fully utilized 8295, especially in the AI part. Just as the ideal is also very concerned about AI, we can look forward to how the ideal plays 8295.
In addition, the "ideal classmate" has changed from the elephant scheme to the ideal self-research, and has now evolved into a new generation of end-cloud integrated architecture, which can support the deployment of stronger and more complex algorithms in the car. In addition, the self-developed algorithm has also improved in voice and visual interaction. LI believes that a good voice assistant should be awake, quick in execution, accurate in recognition, able to understand everything and speak human words. That is, to improve perception, performance and recognition. Suppliers can no longer meet their needs, so they turn to self-research.
■ Where is the degree of "self-research"?
Next, we want to talk about "self-research". Tesla, the industry leader, has always been a leader in its self-developed chips; BYD, the king of China, is a moat for its self-developed and self-produced batteries, which can also be exported. Many car companies are also flaunting their own self-research on assisted driving, electric driving and engines. Where is the degree of "self-research"?
LI believes that self-research and self-control are two dimensions, and the proportion of self-research and self-control should be controlled at 25%-30%, which should not be too high or too low. In addition to fully meeting the needs of users, we should also ensure the landing of core technologies and the safety of supply chain. The direction of self-research of ideal core technology is all related to platform technology. Such as extended-range electric, high-voltage pure electricity, smart space, intelligent driving and EEA electrical architecture. There will also be some self-developed technologies such as silicon carbide functional modules and three-in-one motors on the pure level stage.
In terms of meeting the needs of users, for example, a "task master", the hardware and software of the task master can be called together. Li Xiang said, whether it is self-research depends on how many functions can be called in the task master. Some functions are not open to you by the supplier. Only you can call all the functions by self-research and combine them together.
■ Edit summary
Generally speaking, this paper only shows a small part of the ideal spring communication meeting. At this communication meeting, what Li wants to share is not only about products and technologies, but also a lot about companies, growth and entrepreneurship. It can even be said that if you want to start a business, you can also benefit from listening to this communication meeting.
In the first two months of the year 2023, the ideals are firmly in the top position of the new car-making forces. Obviously, the ideals still have big moves. So what level do you think LI can reach this year? Can you surpass the second-line luxury and challenge BBA? Welcome to communicate in the comment area. (Text/car home Xing Yueyang)
