In 2022, the "Top Ten Keywords" for intelligent driving

Under the huge policy dividend, many companies have entered the new energy vehicle track in the early stages of new energy vehicle development.

By 2022, domestic independent brands are rapidly rising in China's new energy vehicle market, and the new energy vehicle industry chain is constantly strengthening, and even occupy an important position in the global automobile market.

The development of China's new energy vehicle industry has met expectations, and it is time for new energy vehicle companies that have grown up relying on policy dividends to "wean themselves off".

Specifically, in recent years, subsidy policies have become increasingly strict in terms of assessment of cruising range, energy density and other aspects.

In 2021, four departments including the Ministry of Industry and Information Technology jointly issued a notice to reduce state subsidies for new energy by 30% in 2022. New energy vehicles licensed after December 31, 2022 will no longer receive state subsidies. In other words, 2022 will be the last year for car companies to enjoy the subsidy policy.

Looking back at 2022 after the dividend ebbs, China's new energy vehicle market does not seem to be affected too much. First, the sales of new energy vehicles continue to grow, and second, more car companies have also taken the initiative to adapt to the fierce new energy vehicle market. The competitive environment.

Keyword 10: Cold wave of autonomous driving

In 2022, the term "cold wave" has once again become a high-frequency vocabulary to describe the current situation of the autonomous driving industry at home and abroad.

The reason behind this is that the commercialization of L4 autonomous driving technology is blocked. Self-driving companies are stuck in a development quagmire due to the realistic contradiction between the pursuit of profits and constant losses.

The most direct reflection is in the capital market. In 2022, autonomous driving, a hot commodity that is being fought over, will begin to be abandoned by capital in turn. The willingness of capital to invest in the autonomous driving industry has dropped significantly, both in terms of the number of investment and financing and the amount of financing. Far less than last year.

At the same time, self-driving companies are constantly experiencing salary cuts, layoffs, and closures in the market.

In early October, Ibeo, the world's originator of automotive lidar, announced that it had filed for bankruptcy; Aurora, an autonomous driving technology company that claims to be one-third of the world's three-thirds of the world with Google's Waymo and General Motors Cruise, was also rumored to be in a development quagmire. Under the predicament of survival, it embarked on a "development trend." The path of shrinking inwards and body outwards.

Shortly afterwards, the valuation of Mobileye, Intel's autonomous driving subsidiary, shrunk by 50% and was listed in half; Argo AI, the autonomous driving unicorn that had been "held in the palm of the hand" by Ford and Volkswagen, officially announced its closure.

In the domestic market, autonomous driving companies are not having an easy time either. In November, self-driving unicorn Pony.ai fell into a layoff crisis.

In the field of autonomous driving, cutting-edge technology and soaring valuations once inspired many investors and entrepreneurs to bet on the new track of autonomous driving. However, now that it is in the middle of the road, it is still difficult to meet the requirements for large-scale mass production.

Seeing this situation, many players in the industry have turned to cooperation with OEMs to develop L2+.

Either struggling to hold on, or simply giving up, the scenes of survival status quo and the development of L4 autonomous driving have added a lot of uncertainty, and at the same time, it also indicates that autonomous driving has entered a harsh winter.

write at the end

Doing the hard but right thing is a reflection of the development of intelligent driving and a creed.

The passing year of 2022 has become a watershed in the development of intelligent driving, and it has also forged more powerful industry builders. Perhaps a few years from now, when we climb Mount Everest with "fully autonomous driving", this year will be recorded on various scales.

Looking at 2023, which has just arrived, the development of intelligent driving is still full of challenges. Intelligent driving no longer relies solely on technology, but also requires closed-loop data, ultra-large-scale computing power, sophisticated algorithm solutions, large-scale mass production capabilities, etc.

On the road to intelligent driving, the industry is making small progress little by little.