お知らせ :東京証券取引所JASDAQスタンダード市場への新規上場に関するお知らせ
株式会社グローバルインフォメーション
表紙:新興自動車メーカー上位4社のCASEレイアウトおよび戦略調査レポート:2020年
市場調査レポート
商品コード
995639

新興自動車メーカー上位4社のCASEレイアウトおよび戦略調査レポート:2020年

TOP4 Emerging Automakers' CASE Layout and Strategy Research Report, 2020

出版日: | 発行: ResearchInChina | ページ情報: 英文 140 Pages | 納期: 即日から翌営業日

価格
価格表記: USDを日本円(税抜)に換算
本日の銀行送金レート: 1USD=110.22円
新興自動車メーカー上位4社のCASEレイアウトおよび戦略調査レポート:2020年
出版日: 2021年03月05日
発行: ResearchInChina
ページ情報: 英文 140 Pages
納期: 即日から翌営業日
  • 全表示
  • 概要
  • 目次
概要

販売台数、車両モデル、ブランド認知度において、NIO、Leading Ideal、Xiaopeng Motors、Weltmeisterは、中国における新興自動車メーカーです。投資家の支持を受け、上位4社の新興自動車メーカーは合計で1,000億人民元以上を調達しました。

本レポートでは、新興自動車メーカーが投資家の注目を集めている5つの理由をまとめ、新興自動車メーカーとは何かについて解説しています。

目次

第1章:NIO

  • プロファイル
    • 基本情報
    • 自動車製造コースと計画
    • 資金調達
    • 研究開発レイアウト
    • 生産レイアウト
    • 販売チャネル
    • アフターサービス
    • 配信分析
    • 収益分析
  • 電化
    • 車のモデル
    • 充電サービスソリューション
    • バッテリー交換サービス
    • BaaSモード
    • バッテリー、モーター、電気制御技術
    • 開発のダイナミクスと計画
  • インテリジェンス
    • 開発ルートと計画
    • NIOパイロット機能
    • Navigate on Pilot (NOP)
    • NIO自動運転(NAD)機能
    • NIO Polotのインストール
    • 構成
    • 開発ダイナミクス
  • 接続性
    • NIOOSの開発コースとインストール率
    • NIOOSの機能反復
    • NOMIの関数反復
    • NIOOSの機能詳細
    • NIO OSを搭載したモデル:ES8
    • NIO OSを搭載したモデル:ES6
    • NIO OSを搭載したモデル:ET7
    • パートナー

第2章 XiaoPeng Motors

  • プロファイル
    • 基本情報
    • 開発コース
    • 自動車製造コースと計画
    • 資金調達
    • 研究開発レイアウト
    • 生産レイアウト
    • 販売モード
    • アフターシステム
    • 配信分析
  • 電化
    • 車のモデル
    • 充電サービスソリューション
    • デュアルプラットフォーム
    • バッテリー、モーター、電気制御技術
    • 開発のダイナミクスと計画
  • インテリジェンス
    • R&DチームとR&Dプラットフォーム
    • XPILOTシステムの開発コース
    • XPILOTシステムのハードウェアと機能の反復
    • XPILOTシステムのソフトウェア反復
    • XPILOT3.0システムのハードウェア構成
    • XPILOT3.0システムのカメラ
    • G3ADAS構成
    • G3センサーの設置場所とADAS機能ハードウェア
    • G3ADAS機能と開始条件
    • G3の各バージョンのセンサーハードウェア構成
    • 自動運転アルゴリズムとP7構成
    • P7の各バージョンのセンサーハードウェア構成
    • P7の四輪駆動ペンジーバージョンの自動運転機能
    • 自動運転ハードウェアシステムのインストール
    • サプライヤーリスト、開発のダイナミクスと計画
  • 接続性
    • XmartOS開発コースとインストール
    • XmartOSの関数反復
    • Xmart OS2.0の主な機能
    • 豊富なアプレット機能
    • Xmart OS 2.0を搭載したモデル:XiaoPeng P7
    • 開発のダイナミクスとパートナー
  • 共有
    • レイアウトの共有
    • 開発ダイナミクス

第3章:Weltmeister

  • プロファイル
    • 基本情報
    • 開発コースと自動車製造コース
    • 最初のセダン-Maven
    • 資金調達
    • 研究開発レイアウト
    • 生産レイアウト
    • 販売チャネル
    • アフターサービス
    • 販売量
    • IdeaL4テクノロジー戦略
  • 電化
    • 車のモデル
    • 充電サービスソリューション
    • バッテリー、モーター、および電気制御の構成
    • バッテリーパックの熱管理
    • バッテリーのリサイクル
    • サプライヤーリストと開発のダイナミクス
  • インテリジェンス
    • 開発ルートと計画
    • Baiduとの協力
    • リビングパイロットシステムの設置
    • リビングパイロットシステムのセンサー構成
    • 開発のダイナミクスとサプライヤーリスト
  • 接続性
    • リビングエンジンシステムの開発コースと機能反復
    • リビングエンジンシステムの設置
    • リビングエンジン2.0システムの機能
    • リビングエンジンシステム搭載モデル:EX6プラス6人乗り
    • パートナーと開発のダイナミクス
  • 共有

第4章 Leading Ideal (LiXiang in Chinese)

  • プロファイル
    • 基本情報
    • 開発コース
    • 資金調達
    • 研究開発レイアウト
    • 生産レイアウト
    • 販売チャネル
    • アフターサービス
    • 配信分析
    • 収益分析
  • 電化
    • 車のモデル
    • 拡張範囲電気システム
    • パワーサプリメントソリューション
    • 電力システム構成とサプライヤーリスト
  • インテリジェンス
    • ADASシステム開発ルート、インストール率および計画
    • ハードウェア構成とサプライヤー
    • ADAS機能
    • NVIDIAOrinチップをインストール
  • 接続性
    • OTAコースとインストール率
    • 機能
    • サプライヤーとパートナー
  • 共有

第5章 上位4社の比較と要約

  • 基本情報の比較
  • 2020年の納品(棒グラフ)
  • 2020年の納品(表)
  • 電気自動車モデルのパラメータ
  • ADAS機能
  • ADASシステムのハードウェア構成
  • 接続システム機能
  • コネクティビティディスプレイシステム
目次

Our “TOP4 Emerging Automakers' CASE Layout and Strategy Research Report, 2020” highlights in-depth analysis of CASE situation (connectivity, automation, sharing and electrification) of NIO, Xiaopeng Motors, Weltmeister and Leading Ideal.

By sales, vehicle model and brand recognition, NIO, Leading Ideal, Xiaopeng Motors and Weltmeister are the first-echelon emerging automakers in China.

Favored by investors, the top four emerging automakers have raised more than RMB100 billion in all.

Internet firms and strategic investment companies are particularly optimistic about intelligent new energy vehicles, and some investors make simultaneous deployments of more than one emerging automakers. Examples include Sequoia Capital investing NIO, Xiaopeng Motors and Weltmeister, and Tencent that has funded NIO, Weltmeister and Aiways. Local governments attract new energy automakers to settle as well. For instance, NIO secured RMB7 billion strategic investment from Hefei in April 2020; Xiaopeng Motors raised RMB4 billion from Guangzhou Development District in September 2020.

As of December 2020, NIO has closed 14 funding rounds and raised around RMB71.3 billion, the largest amount among all emerging automakers in China; Xiaopeng Motors has obtained approximately RMB51.8 billion in its 15 funding rounds; a total of 8 funding rounds have raised over RMB30 billion for Weltmeister; Leading Ideal has reported 8 funding rounds and raised funds of more than RMB32.9 billion.

This report summarizes fives reasons why emerging automakers are a hotspot for investors and explains what emerging automakers mean.

1.Adopt direct sales or partially direct sales model, with digital operation covering full life cycle of vehicle.

Through the lens of business model, emerging automakers employ direct sales or partial direct sales model, which means they put greater emphasis on user operation and bind themselves to users for close communication. An example is NIO which uses fully direct sales model where car picking and customization are done online and most customer feedback and communications are carried out offline. NIO House provides car owners with free meeting rooms and libraries, among others. NIO APP connects users in full life cycle from pre-sales consultation to online picking and reservation for test drive, then to fully digital tracking in after-sales service, enabling the carmaker to know using habit, needs and preference of its users and potential users. Moreover, NIO APP that is open to NIO users or non-users, allows them to contact with each other or share experience in the community, not only improving customer loyalty but enlarging fan and potential user bases.

Xiaopeng Motors adopts a model of partially pre-sales franchise and fully direct after-sales service, paying more attention to after-sales service experience. It has three types of physical stores: 2S (experience + sales), 2S (delivery + service), and 4S (experience + sales + delivery + service).

Weltmeister sets up "new 4S" outlets: Space (experience store, displaying its products and providing premium fan services), Store (user center, offering test drive, delivery, maintenance, mobility, charging, etc.), Station (service home, after-sales services, e.g., charging, maintenance and repair and emergency rescue), and Spot (E station, convenient services, e.g., car washing, beauty and daily maintenance, being planned).

Leading Ideal uses a direct pre-sales and after-sales franchise model where retail and delivery centers are set up separately. In future, the carmaker will increase its service outlets, expectedly up to over 1,000 in 2024.

2. Superior autonomous driving configurations for new cars, especially ET7, pose great stress to conventional automakers.

NIO Autonomous Driving (NAD), a safety and driving assistance system mounted on ET7 which was launched in January 2020, delivers functions such as advanced driver monitoring system (ADMS), autonomous driving (available to some urban roads and closed highways), and low-speed automated parking (fully automated parking pilot, remote parking, remote summon, narrow road passing and reversing in a parking lot), and driving assistance (navigation on pilot (NOP) and auto lane change (ALC)). ET7 features 1016TOPS computing force, 300-channel LiDAR, 2 positioning units, V2X vehicle-infrastructure cooperation and perception, and higher precision hardware like ADMS, supporting future upgrades to more functions.

New car launches like ET7 make emerging automakers stay ahead in the race to configure intelligent connected vehicle capabilities, weighing heavily on conventional automakers.

Xiaopeng Motors' XPILOT 3.0 boasts navigation guided pilot (NGP) and a Memory Parking functionality for parking lots. The NGP highway solution enables traffic cone recognition and avoidance, super follow-up on congested roads, night overtaking reminder, faulty vehicle avoidance, large truck avoidance, automatic speed limit adjustment, optimal lane selection, automatic on/off-ramp, and automatic overtaking, and works on highways, expressways, and some urban trunk roads. The automaker plans release of mass-produced intelligent vehicles equipped with Lidar and L3 autonomous driving function in 2021, L4 autonomous driving technologies in 2023 and implementation of XPILOT 5.0 in 2025 to realize L5 full automation.

Weltmeister and Baidu partner more closely. Their L3 driving assistance functions are expected to be rolled out and mounted on mass-produced cars in 2021.

Leading Ideal plans to deliver navigate on autopilot (NOA) capability between 2021 and 2022, and introduce X01, a model with standard configurations of L4 hardware and single NVIDIA Orin SoC that affords 200TOPS computing force (upgraded to dual SoC, 400TOPS) and 45W power consumption.

3. Brand-new architecture design allows for more frequent OTA updates and rapid function iteration

As of December 2020, NIO's IVI system has undergone 16 OTA updates, every 1.9 months a time on average, of which at least 7 OTA updates were on the intelligent voice system NOMI, which totally added 8 features and optimized 3 functions. NOMI that increased 6 new in-vehicle control functions in the latest update, is expected to achieve more control features. Moreover, the digital operation throughout the life cycle enables NIO to collect user data quickly for offering targeted better product experience.

Xiaopeng Motors backed by Alibaba, introduces applets like Tmall Yangche, Tao Piao Piao, Fliggy, Ele.me, Che Dian Dian, Tuhu, AliHealth and Umetrip, and provides more convenient services, for example, when a vehicle knows the driver goes to the office, an applet will wake up itself to ask if there is a need to reserve breakfast.

Weltmeister and Xiaomi have established a close partnership. Xiaoai Speaker allows users to control their vehicle remotely and also to control 8 categories of Xiaomi smart home appliances in over 20 kinds just in their vehicle.

4. Adopt a totally new mode of hardware first and charged software upgrade

As a pioneer of the "embedded hardware + charged software unlock" model, Tesla is expected to introduce FSD subscription service before July 2021. Charged software service has been a business model of Tesla.

Following Tesla that has rolled out its software service model, NIO and Xiaopeng Motors have unveiled related services as well. For instance, NIO Pilot Featured Package service priced at RMB15,000 incorporates such capabilities as automated parking system and adaptive cruise control, and NIO Pilot Full Package service priced at RMB39,000 offers navigation on pilot, automated driving in traffic jams and other functions.

Xiaopeng Motors' XPILOT 3.0 software and upgrade services are split into: Standard Lifetime Service (RMB36,000), Preferential Lifetime Service ordered with car (RMB20,000), and Yearly Service (RMB12,000/year).

5. Emerging automakers hoard more R&D talents and constantly enlarge their software talent base.

In 2020, NIO had a R&D workforce of 3,400, or 50% of its total employees; as of June 2020, Xiaopeng Motors has hired 3,676 persons in all, including 1,570 R&D workers, or 42.7% of the total; Leading Ideal's Shanghai R&D Center plans to employ 2,000 engineers and add another 300 persons in its 300-person automated driving R&D team by the end of 2021, with half R&D budget to be spent on autonomous driving.

Comparably, conventional automakers have 10%-20% R&D employees, lack of software talents, especially the top-class software engineers who prefer emerging automakers with internet/IT genes. Yet they learn fast how emerging bellwethers make successes, and have begun to rid themselves of old systems in order to build themselves into innovative companies. For example, Geely and Baidu co-funded Jidu Auto; SAIC and Alibaba jointly founded IM Motors; Great Wall Motor set up HAOMO.AI, its autonomous driving subsidiary which introduces former Baidu worker Gu Weihao as CEO.

Mutual contest and learning between emerging and established automakers is a booster to make the Chinese automotive market the most innovative and dynamic one across the globe.

Table of Contents

01 NIO

  • 1.1 Profile
    • 1.1.1 Basic Information
    • 1.1.2 Car-building Course and Planning
    • 1.1.3 Financing
    • 1.1.4 R&D Layout
    • 1.1.5 Production Layout
    • 1.1.6 Sales Channels
    • 1.1.7 After-sales Service
    • 1.1.8 Delivery Analysis
    • 1.1.9 Revenue Analysis
  • 1.2 Electrification
    • 1.2.1 Car Models
    • 1.2.2 Charging Service Solutions
    • 1.2.3 Battery Swapping Service
    • 1.2.4 BaaS Mode
    • 1.2.5 Battery, Motor, Electric Control Technology
    • 1.2.6 Development Dynamics and Planning
  • 1.3 Intelligence
    • 1.3.1 Development Route and Planning
    • 1.3.2 NIO Pilot Feature
    • 1.3.3 Navigate on Pilot (NOP)
    • 1.3.4 NIO Autonomous Driving (NAD) Functions
    • 1.3.5 NIO Pilot Installation
    • 1.3.6 Configuration
    • 1.3.7 Development Dynamics
  • 1.4 Connection
    • 1.4.1 Development Course and Installation Rate of NIO OS
    • 1.4.2 Function Iteration of NIO OS
    • 1.4.3 Function Iteration of NOMI
    • 1.4.4 Function Details of NIO OS
    • 1.4.5 Model with NIO OS: ES8
    • 1.4.6 Model with NIO OS: ES6
    • 1.4.7 Model with NIO OS: ET7
    • 1.4.8 Partners

02 XiaoPeng Motors

  • 2.1 Profile
    • 2.1.1 Basic Information
    • 2.1.2 Development Course
    • 2.1.3 Car-building Course and Planning
    • 2.1.4 Financing
    • 2.1.5 R&D Layout
    • 2.1.6 Production Layout
    • 2.1.7 Sales Mode
    • 2.1.8 After-sales System
    • 2.1.9 Delivery Analysis
  • 2.2 Electrification
    • 2.2.1 Car Models
    • 2.2.2 Charging Service Solutions
    • 2.2.3 Dual Platform
    • 2.2.4 Battery, Motor, Electric Control Technology
    • 2.2.5 Development Dynamics and Planning
  • 2.3 Intelligence
    • 2.3.1 R&D Team and R&D Platform
    • 2.3.2 Development Course of XPILOT System
    • 2.3.3 Hardware and Function Iteration of XPILOT System
    • 2.3.4 Software Iteration of XPILOT System
    • 2.3.5 Hardware Configuration of XPILOT 3.0 System
    • 2.3.6 Camera of XPILOT 3.0 System
    • 2.3.7 G3 ADAS Configuration
    • 2.3.8 G3 Sensor Installation Location and ADAS Functional Hardware
    • 2.3.9 G3 ADAS Functions and Start Conditions
    • 2.3.10 Sensor Hardware Configuration for Each Version of G3
    • 2.3.11 Autonomous Driving Algorithm and P7 Configuration
    • 2.3.12 Sensor Hardware Configuration for Each Version of P7
    • 2.3.13 Autonomous Driving Function of Four-wheel Drive Pengyi Version of P7
    • 2.3.14 Autonomous Driving Hardware System Installation
    • 2.3.15 Supplier List, Development Dynamics and Planning
  • 2.4 Connectivity
    • 2.4.1 Xmart OS Development Course and Installation
    • 2.4.2 Function Iteration of Xmart OS
    • 2.4.3 Major Functions of Xmart OS 2.0
    • 2.4.4 Abundant Applet Functions
    • 2.4.5 Model with Xmart OS 2.0: XiaoPeng P7
    • 2.4.6 Development Dynamics and Partners
  • 2.5 Sharing
    • 2.5.1 Sharing Layout
    • 2.5.2 Development Dynamics

03 Weltmeister

  • 3.1 Profile
    • 3.1.1 Basic Information
    • 3.1.2 Development Course and Car-building Course
    • 3.1.3 First Sedan-Maven
    • 3.1.4 Financing
    • 3.1.5 R&D Layout
    • 3.1.6 Production Layout
    • 3.1.7 Sales Channels
    • 3.1.8 After-sales Service
    • 3.1.9 Sales Volume
    • 3.1.10 IdeaL4 Technology Strategy
  • 3.2 Electrification
    • 3.2.1 Car Models
    • 3.2.2 Charging Service Solutions
    • 3.2.3 Configuration of Battery, Motor, and Electric Control
    • 3.2.4 Battery Pack Thermal Management
    • 3.2.5 Battery Recycling
    • 3.2.6 Supplier List and Development Dynamics
  • 3.3 Intelligence
    • 3.3.1 Development Route and Planning
    • 3.3.2 Cooperation with Baidu
    • 3.3.3 Installation of Living Pilot System
    • 3.3.4 Sensor Configuration of Living Pilot System
    • 3.3.5 Development Dynamics and Supplier List
  • 3.4 Connectivity
    • 3.4.1 Development Course and Function Iteration of Living Engine System
    • 3.4.2 Installation of Living Engine System
    • 3.4.3 Functions of Living Engine 2.0 System
    • 3.4.4 Model with Living Engine System: EX6 Plus 6-seat
    • 3.4.5 Partners and Development Dynamics
  • 3.5 Sharing

04 Leading Ideal (LiXiang in Chinese)

  • 4.1 Profile
    • 4.1.1 Basic Information
    • 4.1.2 Development Course
    • 4.1.3 Financing
    • 4.1.4 R&D Layout
    • 4.1.5 Production Layout
    • 4.1.6 Sales Channels
    • 4.1.7 After-sales Service
    • 4.1.8 Delivery Analysis
    • 4.1.9 Revenue Analysis
  • 4.2 Electrification
    • 4.2.1 Car Models
    • 4.2.2 Extended-Range Electric System
    • 4.2.3 Power Supplement Solution
    • 4.2.4 Power System Configuration and Supplier List
  • 4.3 Intelligence
    • 4.3.1 ADAS System Development Route, Installation Rate and Planning
    • 4.3.2 Hardware Configuration and Suppliers
    • 4.3.3 ADAS Functions
    • 4.3.4 Install NVIDIA Orin Chip
  • 4.4 Connectivity
    • 4.4.1 OTA Course and Installation Rate
    • 4.4.2 Functions
    • 4.4.3 Suppliers and Partners
  • 4.5 Sharing

05 Comparison and Summary of TOP 4 Players

  • 5.1 Basic Information Comparison
  • 5.2 Delivery in 2020 (Bar Chart)
  • 5.2 Delivery in 2020 (Table)
  • 5.3 Parameters of Electric Vehicle Models
  • 5.4 ADAS Functions
  • 5.5 Hardware Configuration of ADAS System
  • 5.6 Connectivity System Function
  • 5.7 Connectivity Display System
株式会社グローバルインフォメーション
© Copyright 1996-2021, Global Information, Inc. All rights reserved.