Observation

Huawei, Bosch and Horizon became a few parts exhibitors at the auto show. Although they are all parts suppliers, their identities and scales are different. Huawei, as a semiconductor technology giant, is seeing the rise of smart cars, while Bosch is a traditional parts giant that is beginning an all-round intelligent transformation, and the horizon represents the image of a challenger who is not afraid of tigers. China's huge automobile market provides a broad soil for the application of new technologies and new concepts, and they will stand on the same starting line.

Wen Hao Ott is driving? Wang shuoqi

In the automobile China in 2020, Zhi Jiajun became a media person who sang many China automobile markets and China brands at the same time.

Support our judgment, is still the emergence of three technology companies in China.

In the Beijing Auto Show, there were relatively few parts companies with relatively low impression on the audience, but in the main venue of this auto show, there are three major parts manufacturers with independent booths, namely Huawei, Bosch and Horizon.

Of course, this does not mean that only they exist. Behind this, there are countless suppliers' products behind every car. In terms of hardware, Bosch, Continental and Denso still control the core technologies, but in terms of software, Iflytek, Tencent, Ali and Baidu all occupy Chinese and foreign brands.

However, at this auto show, due to the epidemic situation and the scale of the exhibition hall of Beijing Auto Show, a large number of auto suppliers were absent from this auto show.

Huawei and Horizon independently participated in China for the first time. Together with Bosch, they formed a confrontation between emerging forces and old guns.

Huawei is partial to software, and its vision is both soft and hard. It is not only a chip, but also a digital intelligent cockpit solution.

Judging from the scale of the exhibition, only the Huawei booth is connected with the vehicle booth, and the other two are arranged in the passage between the venues.

However, it is hidden in the city, and distance does not mean influence.

In Zhi Jiajun's view, these three companies will determine the pattern of the world automobile industry in the next decade.

The German automobile industry, represented by Bosch, will always be strong, but the new Huawei and Horizon will be the driving force for China's automobile industry to grow from big to strong, and they will be the two bottom suppliers for China Autobots to seize the core technology of a new generation of smart cars. How far they can go means that China's cars can be diversified.

Software and chips determine the upper limit and extension of smart cars, and China Automobile has eliminated the generation gap with the world giants in these two fields, and has a certain leading edge in some fields.

Huawei, which doesn't build cars, has made the most difficult part of smart cars.

Huawei, which is at the forefront this year, may not be the protagonist of this auto show, but it has become the only booth in the main area of the exhibition hall without a complete vehicle.

It's only been a year and a half since the Shanghai Auto Show announced its entry into the automobile industry last year. The core technologies such as autonomous driving, high-precision maps, battery safety, OTA and V2X have all been put forward at this year's Beijing Auto Show.

During auto china in 2020, Huawei officially released the intelligent cockpit solution.

The solution includes three platforms: harmonious car OS software platform, harmonious car domain ecological platform and intelligent hardware platform. It is planned to help the industry shorten the R&D cycle, reduce the R&D cost, and let new technologies and functions get on the train quickly through the decoupling of software and hardware, software and applications.

Although the Huawei booth with its own topic only has transparent cars in the cockpit and the core area, there are also many people waiting in line.

This transparent car basically integrates Huawei's main technologies in the field of smart cars, namely intelligent cockpit, autonomous driving and electric system.

According to Huawei booth technicians, this is the industry's first hyper-converged power domain solution. The system not only realizes the deep integration of mechanical components and power components, but also brings intelligence into the electric drive system through the high integration of seven components: motor, MCU, PDU, OBC, DCDC, reducer and BCU.

In this car, Huawei is equipped with three laser radars, 13 cameras (1 binocular, 12 monocular) and six millimeter-wave radars, which also shows Huawei's efforts in autonomous driving.

Huawei released a new generation of MDC the day before the auto show. 2 10 and MDC? 6 10 series products and the latest ecological development plan.

Huawei's new generation MDC intelligent driving computing platform is based on intelligent driving operating systems AOS, VOS, MDC? The core can cover intelligent driving application scenarios such as L2+~L4 passenger cars, commercial vehicles and work vehicles.

At present, Huawei MDC has cooperated with more than 50 OEMs, Tier 1, application algorithms, sensors, actuators and other customers and ecological partners in the industry, and realized intelligent driving based on Huawei MDC in passenger cars (L2+), commercial vehicles (smart heavy trucks, port logistics) and work vehicles (unmanned mine cards, unmanned distribution).

In addition, the HarmonyOS system is the most important part of the intelligent cockpit. Compared with the cockpit OS already displayed in the industry, the HarmonyOS vehicle OS is the first neutral and open OS really developed for the intelligent cockpit. From the field experience, the logic is clear, the response is rapid, and the display effect is outstanding.

Huawei has products on display in its own advantageous projects, such as V2X, 5G communication and high-precision maps.

What impressed Zhi Jiajun was the explanation given by Wang Jun, president of BU, Huawei's smart car solution. Huawei not only exhibited cutting-edge technology, but also continued to strive to reduce product costs and carry out sustainable development.

For example, when explaining lidar, Wang Jun said that Huawei's lidar has reached the 100 line, and in the next two years, the product price will strive to drop from tens of thousands of dollars to hundreds of dollars, and meet the standards of vehicle regulations.

In the field of high-precision maps, Huawei believes that the technical realization of high-precision maps has no threshold, and now it can reach centimeter level, but the cost is too high, and more manufacturers need to participate and establish a unified standard.

Over the years, I have always claimed that I don't make cars, but I have always been suspected that one foot has stepped into the circle of making cars. In fact, I have taken a different road in building cars.

Huawei, which makes it clear that it does not build cars, has all the capabilities to build cars except chassis, tires, design and seats. However, Huawei still emphasizes empowering cars without rebuilding them. Huawei itself is becoming a supplier of intelligent parts for domestic cars.

Huawei's value focuses on in-vehicle network, computing platform and basic software layer, and provides openness and tool chain, which reduces the difficulty of application transplantation and development and enables car companies to develop smart cars efficiently.

Traditional giant Bosch's continuous technological innovation and local cooperation

Bosch's booth is always dominated by white, and the display screen similar to Xiaomi transparent TV in front of the booth highlights the sense of technology and also has touch function.

Bosch demonstrated a series of innovative technologies and cutting-edge solutions for future electrification, automation and interconnected transportation.

This auto show exhibited the fuel cell stack, silicon carbide chip and intelligent cockpit for the first time in China.

"The epidemic will not stop the transformation and transformation of the automobile industry. Although the transformation and severe market environment have brought great challenges, Bosch will continue to invest and innovate in important business growth areas such as fuel cell technology, autonomous driving and automotive electronic and electrical architecture. " ? Member of the Board of Directors of Bosch Group and Chairman of Automotive and Intelligent Transportation Technology Division? Stefan. Halton? The doctor said, "Bosch Group's investment in electrification, automation and interconnected transportation will remain at a high level this year, which is expected to exceed 65,438+00? 1 100 million euros. "

As a traditional parts giant, Bosch left a comprehensive impression on Zhijiajun.

Whether it is a hybrid or an electric vehicle, Bosch can provide a comprehensive product portfolio, including motors, bridges, power electronic controllers, on-board charging and distribution units, and 48V? System, braking and steering system, etc.

Bosch has introduced the latest silicon carbide power devices.

Compared with traditional silicon-based products, silicon carbide achieves higher switching frequency, while maintaining lower energy loss and smaller chip area, which increases the power consumption of electric vehicles and hybrid vehicles by up to? 6% cruising range.

Bosch's silicon carbide was exhibited for the first time at this year's Beijing Auto Show, which is also its first appearance in the world.

In addition, Bosch is also actively promoting the continuous upgrading of natural gas technology. The sixth natural gas project in the first country was held on 20 19? Mass production will be realized in 2008, and the large-flow gas nozzle assembly developed locally will be mass-produced at the end of this year.

On the other hand, Bosch has fully developed the electrification layout, covering the electrification of commercial vehicles and hydrogen fuel cells.

At this auto show, Bosch exhibited key components such as fuel cell stack, electronic air compressor, hydrogen injector and hydrogen circulating pump, among which the stack was exhibited in China for the first time.

At the level of intelligent networking, Bosch will be in 202 1? At the beginning of the year, a brand-new Bosch intelligent driving and control department was established, which will provide electronic systems and necessary software for existing customers and new customers.

The department focuses on developing future-oriented automotive electronic and electrical architecture and coordinating vehicle computers, control units and sensors.

The smooth interaction of the three will achieve perfect compatibility and produce super synergistic effect, which will play a decisive role in the future automobile development.

In order to meet the needs of centralized processing of vehicle information and integration of multiple operating systems, Bosch's innovative product cockpit domain controller launched at this auto show can support multiple display screens at the same time and integrate multiple functional requirements.

In the past ten years, Bosch has cooperated with local OEMs in a large number of local applications of driving assistance functions such as adaptive cruise, automatic emergency braking, lane keeping, automatic parking assistance, traffic jam assistance and expressway assistance.

This year, Bosch's first expressway auxiliary enhancement function with automatic lane change function and remote parking technology realized by intelligent key or mobile phone have been mass-produced in China market.

202 1? Now, a brand-new auxiliary function of expressway, which is led by China, developed by global cooperation and pioneered in the world? Adas? The commercial vehicle project (lane keeping function) will also be put into mass production in China.

In terms of highly automatic driving, it shows the scene application corresponding to Daimler's landing in Beijing.

At the same time, Bosch is also working closely with local host manufacturers such as Guangzhou Automobile Research Institute. Will Bosch go further this year? EV? The combination of robot charging and automatic parking service technology enables electric vehicles to complete the parking and charging process automatically without manual intervention, which greatly improves the utilization efficiency of electric vehicle charging piles, thus solving the mileage anxiety of electric vehicles.

Therefore, Bosch has obvious advantages, wide product coverage, perfect compatibility among various products, technical foundation related to autonomous driving and powerful R&D system.

"Bosch will continue to adhere to the long-term development strategy of" rooting and serving the local "in China, increase local innovation and research and development, and combine the advantages of software and hardware to help intelligent transportation travel in the future." Dr Xu Daquan, Executive Vice President of Bosch (China) Investment Co., Ltd. said.

For Bosch China, localized R&D will also increase, which will further adapt to the rapid development of smart cars in China.

Horizon: An autopilot chip with more computing power than Tesla.

On 20 19, Horizon unveiled China's first automobile-grade AI chip Journey 2 at the auto show, along with the main model of Changan? UNI-T? Mass production in June 2020, becoming the world's first domestic car? AI? Chip.

This year, Horizon brought the iterative product of Journey 2-Journey 3 domestic chip.

This chip is not only more efficient and has better performance than Zhengtu 2, but also has a computing power as high as 192? TOPS' Matrix autopilot computing platform also has higher computing power and lower power consumption than Tesla's autopilot platform. For many application scenarios that we care about, such as advanced assisted driving, intelligent cockpit, automatic parking assistance, advanced automatic driving and crowdsourcing high-precision map positioning, it is completely self-evident.

It is reported that Horizon's next-generation product, the more powerful Journey 5, has also obtained the fixed-point mode. Journey 5 is oriented to the advanced autopilot scene, which can reach 96? TOPS' AI computing capability supports 16 cameras at the same time, and the autopilot computing platform is composed of 192-384? TOPS can calculate force and support L3-L4 autopilot.

While Car Chasing Technology and Horizon have reached a strategic cooperation, the two sides will carry out in-depth cooperation in the research and development of smart parking products, explore and develop market-leading automatic parking and low-speed automatic driving products, and further promote the mass production process of smart parking products.

Based on Horizon Journey 3, the prototype of the integrated automatic parking and autonomous parking service system built by chassis technology was also unveiled at the 2020 Beijing Auto Show, and the products jointly produced by the two parties will be mass-produced in 20021year.

Horizon is not only an intelligent driving chip company, but also has a complete intelligent digital cockpit solution, and their products have gone abroad and been applied to joint ventures and foreign brands.

This technology company that may go public next year is a well-deserved unicorn.

In this year's auto show, Huawei, Bosch and Horizon became one of the few parts exhibitors. Although they are all parts suppliers, their identities and scales are different. Huawei, as a semiconductor technology giant, is seeing the rising trend of smart cars, while Bosch is a traditional parts giant that is beginning an all-round intelligent transformation, and the horizon represents the image of a challenger who is not afraid of tigers.

But they also have similarities, such as racing in the field of autonomous driving, such as paying more attention to the development of new energy vehicles.

However, in terms of speed, it is obvious that domestic parts brands are rising faster, growing rapidly in new opportunities in a short period of time, and strategically more radical than traditional parts brands, while traditional giants like Bosch have adopted a more secure product iteration method.

Zhi Jiajun took an inventory of the technologies and strategies of these three technology companies, and did not intend to judge the pros and cons, but what is certain is that the rise of local suppliers in China is the most noteworthy event in China's automobile industry.

And their appearance also makes the industry have more voices and more competition, which is extremely lucky for the development of the automobile industry.

This year, the software-defined car was deeply discussed in the whole industry. Software, chip, power battery and energy storage technology are directly high-frequency words in the automobile industry.

It seems that the engine and gearbox can no longer be lifted.

In the long run, the fuel engine has long-term and powerful vitality.

However, the momentum of electric smart cars is rising, which has become an irresistible trend.

Fortunately, the growth speed of local technology enterprises in China has supported the pace of automobile modernization in China. China's huge automobile market provides a broad soil for the application of new technologies and new concepts.

This advantage is beyond the reach of any foreign market.

Therefore, we are full of confidence in China's future automobile market and also in China's future automobile industry.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.