Name: ?電動汽車的繁榮是真實的--但道路並不平坦 | Beyond The Valley (? The electric vehicle boom is real — but the road won't be easy | Beyond The Valley)
Uploaded: 2021-06-01T18:10:44.000Z
Duration: 31 min 20 s

Hello and welcome to another episode of CNBC s Beyond the Valley, I m Arjun Kharpal in

大家好，歡迎收看CNBC的另一集《超越山谷》，我是Arjun Kharpal。

Ralph how are you, thanks for joining us on CNBC s Beyond the Valley.

拉爾夫，你好，感謝你參加CNBC的《超越山谷》節目。

ARJ Q1: So let's kick off the conversation.

ARJ Q1：那麼讓我們開始對話吧。

In a recent report, you guys noted that the electric vehicle market will start rapidly

在最近的一份報告中，你們指出，電動汽車市場將迅速開始

So what's happening now and until then, what's going to be driving that?

那麼，現在和在此之前發生的事情，將是什麼在推動？

RALPH A1: now a lot of plans that have been issued, the years before are materializing.

RALPH A1：現在很多已經發布的計劃，前幾年都在實現。

is the number of vehicles electric vehicles, which are available for customers are quickly

是電動汽車的數量，可供客戶快速使用。

racing in between 2022 and 2025, from 100 to 200.

在2022年和2025年之間的賽車，從100到200。

而且還有更多的計劃即將出臺。

而我們在最上面也看到了這一點。

Mercedes, for example, just launched the EQ s, the electric s class we saw from Porsche

例如，奔馳剛剛推出了EQ s，即我們從保時捷那裡看到的電動S級。

所以作為汽車，通用汽車來了。

The Japanese Nissan is strengthening their plans, Toyota is doing a lot QIA has introduced

日本的日產公司正在加強他們的計劃，豐田公司正在做很多事情，QIA已經推出了

Car producers, car manufacturers, you have now a bundle of different cars to be purchased.

汽車生產商，汽車製造商，你現在有一捆不同的汽車需要購買。

So that we have, let's say, first time, a situation where we are not just discussing

是以，我們有，讓我們說，第一次，一個情況，我們不只是在討論

ARJ Q2: And are consumers ready for electric vehicles at this point, and has the COVID

ARJ Q2：消費者此時是否已經為電動汽車做好準備，COVID是否已經準備好了？

大流行病是否以任何方式加速了這一點？

RALPH A2: Yeah, we do believe they are ready.

RALPH A2：是的，我們確實相信他們已經準備好了。

in the beginning, there was a lot of uncertainty in terms of mileage, of battery costs, recycling

一開始，在里程數、電池成本、回收方面有很多不確定性。

It's getting now more and more clear to customers how to deal with these things, we see that

現在客戶越來越清楚如何處理這些事情了，我們看到

leverage ranges 300 to 400 kilometers, you can drive those cars with a high level of

槓桿範圍為300至400公里，你可以駕駛這些汽車，並具有很高的水準。

reliability, you can charge them, it's not a significant problem anymore.

可靠性，你可以向他們收費，這已經不是一個重大問題了。

And we see that during the COVID pandemic, there was a lot of stimulation programs being

我們看到，在COVID大流行期間，有很多刺激性項目正在進行中

issued by different governments, for example, in Europe, if you take Germany, it's 10 or

由不同的政府發行，例如，在歐洲，如果你以德國為例，它是10或

more 1000 euros, direct subsidization for purchasing an electric car and hybrid plug

超過1000歐元，對購買電動車和混合動力車的直接補貼

是以，這是一個模擬，是肯定的。

And this is helping the car manufacturers introduce those electric cars, despite the

而這正幫助汽車製造商推出那些電動汽車，儘管

fact that the cost for those cars are still higher than for producing combustion engine

事實上，這些汽車的成本仍然高於生產內燃機的成本。

ARJ Q3: Let's talk about the position of traditional automakers in this market at the moment, because

ARJ Q3：讓我們來談談目前傳統汽車製造商在這個市場的地位，因為

one thing we have seen is a number of technology companies jump into the electric vehicle market

我們看到的一件事是一些技術公司跳入電動汽車市場。

in the smart car market, or should the automakers the traditional automakers be worried?

在智能汽車市場上，汽車製造商和傳統汽車製造商是否應該擔心？

RALPH A3: if a fundamental transformation is happening, this is less not less than a

RALPH A3：如果發生了根本性的轉變，這是少不更事的。

disruption to the industry, which has been in stability for 100 plus years.

對這個已經穩定了100多年的行業造成了破壞。

And for the moment, we do believe that traditional automakers have understood that they need

而就目前而言，我們確實認為傳統的汽車製造商已經明白，他們需要

to change and transforms themselves fundamentally.

Volkswagen, for example, they have separated the abilities of software competence center,

例如，大眾汽車公司，他們已經將軟件能力中心的能力分開。

they've separated it, they are aiming for 10,000 software engineers.

他們已經分開了，他們的目標是10000名軟件工程師。

They have introduced plans to build a range of six battery factories across the world,

他們已經推出計劃，在全球範圍內建立一系列六家電池工廠。

So they have understood what does it take to really be successful and come up with totally

是以，他們已經理解了什麼是真正的成功，並提出了完全的

independent electric vehicle architectures for those new cars.

這些新車的獨立電動汽車架構。

So put all in and have sent finally something.

是以，把所有的東西都放進去，並有發送終於有東西了。

They have learned their lessons they have understood, what does it take, and they can

他們已經學會了他們的教訓，他們已經明白，需要什麼，他們可以

And their fundamental strengths are they have a big customer base, they have a solid, aftermarket

他們的基本優勢是他們有一個大的客戶群，他們有一個堅實的售後市場。

business contributing cash wise, they have access to a lot of customers effort, they

他們有機會接觸到大量的客戶，他們有機會接觸到現金。

have a brand which normally gives them reputation in front of customers, they have a financing

有一個品牌，這通常使他們在客戶面前獲得聲譽，他們有一個融資

branch, which allows them to make, let's say, cost affordable by putting together the right

分支機構，這使他們能夠通過把合適的

So there is a lot on the other end, there's heritage, there's a lot of infrastructure

是以，在另一端有很多東西，有遺產，有很多的基礎設施

plants, you may not need it in the future anymore.

植物，你將來可能不再需要它了。

所以這對他們來說是一個挑戰。

ARJ Q5: Let's talk a bit about electric vehicle adoption, what would you say are the biggest

ARJ問5：讓我們來談談電動汽車的採用，你認為最大的問題是什麼？

challenges at this point to electric vehicle adoption.

在這一點上，電動汽車的採用面臨著挑戰。

RALPH A5: And we see that they are out of the studies we made is four or five criteria

RALPH A5：我們看到，他們在我們所做的研究中是四或五個標準

First, it's uncertainty about, let's say the reliability and let's say usability of those

首先，它是不確定的，比方說這些的可靠性和比方說可用性

I think you said it earlier as this could be solved or is already solved as a problem.

我想你之前說過，這可以作為一個問題來解決，或者已經解決了。

So he says sufficient opportunity to charge my car in my surrounding in my environment.

所以他說有足夠的機會在我周圍的環境中為我的汽車充電。

So governments and industry have understood that they need to speed up and ramp it up

是以，政府和工業界已經明白，他們需要加快和提高它的速度

So we do not see that this is on the long run.

是以，我們沒有看到這是在長期的。

So that is the cost of cars compared to traditional offers.

是以，這就是與傳統報價相比，汽車的成本。

So as I said earlier, as your subsidy programs in place, making up let's say for the price

是以，正如我先前所說，由於你的補貼項目已經到位，彌補了讓我們說的價格

difference, you normally have those This is for the moment, not a big deal.

差異，你通常有那些 這是暫時的，不是一個大問題。

And behind this price difference, the major impact is created by battery cost.

而在這種價格差異的背後，主要影響是由電池成本造成的。

And we see that cost of batteries are coming down very quickly.

而且我們看到，電池的成本正在迅速下降。

And the concepts of let's say, putting, let's say the right size of battery in the cars

比方說，把合適大小的電池放在汽車裡的概念。

is advancing so that we see that in 2425, there will be a cost parity.

正在推進，以便我們看到，在2425年，將有一個成本平價。

And there we also see that, let's say electric cars impacted by the cost of purchasing the

在這裡我們也看到，比方說電動汽車受到購買成本的影響。

car, make up and finally it would be in favor of electric cars and there's Also, let's say

汽車，組成，最後它將支持電動汽車，還有，讓我們說說

from governments, co2 fines, etc, the taxation of combustion engines is handled in a way

從政府、二氧化碳罰款等方面來看，對內燃機的徵稅是以一種方式處理的

a lot of arguments are playing in favor of EVs.

ARJ Q6: Let's talk a little bit or look a little bit further into the future and talk

ARJ問6：讓我們談一談，或者說把眼光放遠一點，談一談未來。

about autonomous driving, because this, of course, is something that the automakers are

關於自動駕駛，因為這當然是汽車製造商正在進行的事情。

But there's also a discrepancy in terms of which markets are ahead in the development

但是，在哪些市場的發展領先方面也存在著差異

of that, you know, we know the US is pushing quite aggressively in this area in China,

你知道，我們知道美國正在相當積極地在中國推動這一領域的工作。

But you know, mass adoption of autonomous driving still feels like a long way off.

但是你知道，大規模採用自動駕駛仍然感覺是一個漫長的過程。

I mean, in your view, what are the steps to get there, and how far off might we be?

我的意思是，在你看來，有哪些步驟可以達到這個目標，我們可能還差多遠？

RALPH A6: First, we also thought that autonomous driving would come much earlier, because we

RALPH A6：首先，我們也認為自動駕駛會更早到來，因為我們

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?電動汽車的繁榮是真實的--但道路並不平坦 | Beyond The Valley (? The electric vehicle boom is real — but the road won't be easy | Beyond The Valley)

significant

pandemic

strategy

situation