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市場調査レポート
商品コード
1070369
新興自動車メーカーの戦略分析 (2022年):NIOEmerging Automakers Strategy Research Report, 2022--NIO |
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新興自動車メーカーの戦略分析 (2022年):NIO |
出版日: 2022年03月28日
発行: ResearchInChina
ページ情報: 英文 87 Pages
納期: 即日から翌営業日
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NIOの2021年の販売台数は9万805台で、前年比108%と急増しています。しかし、新興自動車メーカーにおける販売台数ランキングは、2020年の1位から3位に転落しました。これには主に3つの要因が影響しています。生産ラインの再編や新商品の投入などに時間を要し納車が急減したこと、既存モデルが競合他社に圧迫されたこと、売上が大都市 (北京・上海・広州) に集中したことです。同社では事態の打開に向けて、専用アプリ (NIO App) の頻繁な更新や、IoV (Internet of Vehicles:車のインターネット) 機能の強化などを進めています。
当レポートでは、中国の新興自動車メーカーNIOに焦点を当てて、同社の概略や昨今の業績動向、基本的な技術・販売戦略、販売・サービス体制、昨今の技術開発の概要と成果 (アプリ開発、電化、自動運転ほか)、今後の技術開発の方向性、といった情報を取りまとめてお届けいたします。
In 2021, NIO sold 90,805 cars, a year-on-year surge of 108%. However, its ranking among emerging automakers by sales volume dropped from the first in 2020 to the third. This is mainly affected by three factors.
First, the delivery plunged in October 2021 due to the reorganization and upgrade of the production line as well as the preparation for the launch of new products.
Second, the upcoming ET7, ET5 and ES7 will all be delivered in 2022, which led to a gap throughout 2021 when the existing models ES6 and EC6 were squeezed by new stronger rivals such as Model Y and BMW iX3.
Third, new cars were mainly sold in first-tier cities. In 2021, NIO saw the highest sales volume in the economically developed coastal provinces and cities, especially Shanghai, Beijing and Hangzhou contributed the overwhelming 33%.
In 2022, NIO will deliver three new models one after another, and its sluggish sales status is expected to fade out. ET7 delivered on March 28th is the first model based on the NT2.0 platform. It is equipped with NIO Autonomous Driving (NAD). Compared with NIO Pilot, it adds emergency active Parking Assist (EAS), emergency lane keeping (ELK), Advanced Driver Monitoring System (ADMS), Power Station Parking Assist (PSAP), autonomous driving functions on some urban roads, etc.
ET7 is equipped with four NVIDIA DRIVE Orin chips with a computing power of 1016TOPS. Two Orin SoCs are used as master chips to realize NAD full-stack computing. The third Orin SoC acts as a redundant backup; if any main chip fails, NAD can ensure safety. The fourth Orin SoC implements local training, and can personalize training as per user habits to speed up NAD evolution.
In terms of hardware configuration, ET7 is equipped with radar, ultrasonic radar, 1,550nm LiDAR and CVIS perception controls in preparation for software upgrades for higher-level autonomous driving in the future. It is worth mentioning that the solid-state LiDAR provided by Innovusion has a horizontal viewing angle of 120°, a maximum detection distance of 500 meters, and a maximum resolution of 0.06°x0.06°. In addition, the watchtower-like layout reduces the blind spots of the sensor.
Most traditional automakers take delivering orders as the ultimate goal, and they terminate marketing campaigns as soon as deals are completed. NIO regards the purchase of products by users as the beginning of its marketing, and makes experience and marketing penetrate into the entire life cycle of products.
In NIO's ripple model, core car owners are in the kernel, accounting for about 10% of the total car owners. Core car owners play an exemplary role to attract followers closer to them, and continuously expand their influence. Similarly, this model is also vividly reflected in the operation of APP community. For community operation, NIO has established a set of user service system, with the following operation methods and strategies:
The update frequency of NIO APP is very high. From its launch in November 2016 to February 2022, NIO APP experienced four versions - 1.0, 2.0, 3.0, and 4.0, with a total of 44 updates and an update every two months averagely. The functions of the APP are continuously optimized and adjusted, so that users can always feel refreshed.
Under such operational measures, NIO APP has become the cornerstone for establishing deep connections with users. So far, there have been over 2 million registered users, of whom about 200,000 are daily active users and nearly 50% of them are NIO fans who have not bought a car. In 2021, more than 11.6 million interactions happened among community users, and each EPclub member recommend 25 NIO cars for sale averagely, equivalent to RMB10 million as per the unit selling price of RMB400,000.
NIO lays out the operation ecology of the Internet of Vehicles in advance by manufacturing mobile phones
In terms of intelligent connectivity, NIO's smart cockpit is equipped with the NOMI in-vehicle artificial intelligence system, so that NIO car owners can communicate with other people and vehicles through NOMI. NIO also continuously upgrades and optimizes the functions of NOMI via OTA. For example, NIO has improved the recognition capability and wake-up rate (especially the response to children's wake-up) of NOMI in the Aspen 3.0 unveiled in September 2021; at the same time, it has ramped up NOMI's control over cars, such as memory of seat positions, adjustment of ambient light brightness, switching of sound field modes and other car control commands. In the Aspen 3.1 launched in January 2022, wake-up words + continuous instructions are added, without calling NOMI before giving a command. NIO plans to optimize the understanding, hearing, and understanding of NOMI in the future.
Besides, NIO has maintained a high frequency of OTA updates for the Internet of Vehicles. As of February 2022, NIO had launched three major versions, 1.0, 2.0, and 3.0, with a total of 24 OTA updates and about once every two months. Specifically, three updates occurred in 2018, nine in 2019, five in 2020, six in 2021, and one in January-February 2022.
In its future planning, NIO expects to form a closed "people-vehicles-mobile phones" loop through interconnection between mobile phones and IVI, realize data sharing, and provide users with more intelligent interactive life experience. It is reported that NIO is preparing for dabbling in the mobile phone industry. Yin Shuijun, the former president of Meitu, has joined NIO and leads the mobile phone business.
Top 10 Emerging Automakers by Sales Volume, 2021