Whether it is the announcement of the battery and charging technology roadmap for the next ten years on "Power Day" or the launch of a new platform strategy at the annual media communication meeting, through a series of activities for several days, the Volkswagen Group clearly conveyed to the outside world The firm confidence and strong ability of the leading personal travel service provider to accelerate the transformation demonstrates the magnificent dance of the "elephant turn".
In particular, as a leader in the field of automotive platforms, we will comprehensively and systematically deepen the platform strategy, and promote the vehicles and services of all brands under the group to be based on highly standardized technology, which will undoubtedly further leverage the advantages of the public and help it in the electrification and The era of full interconnection continues to become a leader in the automotive industry.
Herbert Diess, Chairman of the Management Board of Volkswagen Group
Scale is more important in the electric age
"Scaling is more important in the era of electric vehicles than in the era of fuel vehicles," said Herbert Diess, chairman of the Volkswagen Group's management board, in an interview with Chinese media such as Economic Daily-China Economic Net. In his view, the real difference between the various brands of electric vehicle products is whether they have cost advantages, whether they have high standards, high quality, and global scale, which are the strengths of Volkswagen.
Volkswagen's new platform strategy covers four aspects: hardware, software, battery and charging, and travel services. Taking the MEB modular electric drive platform as an example, the total production capacity of models built on this platform will reach 1 million this year, which also makes electric mobility a core business of Volkswagen. Next year, Volkswagen will also launch models based on the PPE high-end electric platform, and will begin to develop SSP scalable system platforms around 2025. The "standard batteries" just announced will also help the public reduce battery costs by 30%-50%.
"By providing a powerful and unified platform, the brands under the group will be able to unleash their full potential and make full use of synergies," said Diss: "In the era of electric vehicles, we will play the same role, or even a stronger one. Character."
In terms of software, Diss pays more attention to scale: "Your software can be installed in 10 million vehicles and can be deployed in 100,000 vehicles. This benefit is completely different. Because software is a fixed investment, it pays more attention to scale. "
Compared with Tesla and other "new car-building forces", software is also the main challenge facing the public. "For start-ups, the way to go is longer. They need factories, market shares and rapid scale effects. Software is a technical capability that we must strengthen," said Diss. "The competition for software is still It is in progress, but we must be fast and accelerate. Our goal is to increase the proportion of software development related to vehicles and mobility services within the group from the existing 10% to at least 60% by 2025."
Feng Sihan, CEO of Volkswagen Group (China)
New energy share target in China 19%-20%
At the same time, Volkswagen is also accelerating the relevant layout in its largest single market in the world-China.
In terms of batteries, in addition to the Ningde era, Volkswagen is strengthening cooperation with Guoxuan High-Tech. Last year, Volkswagen acquired a 26% stake in Guoxuan Hi-Tech and became its major shareholder. "We are in close discussions with Guoxuan Hi-Tech to plan to deploy standard batteries to ensure the implementation of our battery strategy," said Feng Sihan, CEO of Volkswagen Group (China). "At the end of last year, we also certified a Chinese battery supplier A123. In the next two years, they will also supply us with batteries."
In terms of charging, Volkswagen’s joint venture company Kaimais will deploy 17,000 charging piles by 2025, with charging power from 120 kilowatts to 300 kilowatts, covering most cities in China. In terms of products, Volkswagen ID.4 models will soon be launched, and in the future, Volkswagen will also launch ID.6 models. Volkswagen Anhui will also start producing new models based on the MEB platform in 2023.
In addition, in terms of software, Volkswagen is continuing to use Yijia Intelligent Technology. At present, the company has nearly 1,000 software engineers; especially in terms of autonomous driving, Volkswagen is expected to have strong technical capabilities in 2023 or 2024.
"For Volkswagen, China has set a benchmark for the development of electrification in the world. This has been well confirmed by the sales of electric vehicles." Feng Sihan predicts that by 2025, China's new energy vehicles The market share will reach about 20%-25%, and the proportion is expected to increase to 40% by 2030.
"We also have very ambitious goals. We hope that (Volkswagen in China New Energy) can maintain a market share of 19%-20%." Feng Sihan said, "The most talked-about, hot emerging companies may sell about 45,000 vehicles, and We hope it will be several million units, which is an order of magnitude difference."
"We must accelerate, and we must give more play to China's power. We must go hand in hand with China to ensure that in the future we will not lose our advantage in China's domestic market", Diss finally said: "In 2021, we will Gradually recover from the impact of the new crown pneumonia epidemic and further accelerate change."
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