Roland Berger  Liang Ye

The auto industry is experiencing evolution generated by new energy and autonomous driving, industry landscape, customer demand and technology trends will be changed completely. New energy has becoming a key item these years, we estimate that the total market will reach about 2470 k units in 2022, among which, JV will start to capture market share, while new entrants is gaining momentum; 1st echelon players and NCM products in battery industry will dominate the market.

In autonomous driving wise, L3 level will be realized and evolve to L4 between 2025 and 2030, hardware will be developed preferentially in this procedure; Robocab era will arrive in the near future, with great momentum to change auto manufacture and supply landscape; Excellent algorithms companies with sensing, decision-making and fusion algorithms will be chased by funds and seize the market.