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it home reported on september 19 that at the opening ceremony of the 2024 yunqi conference held today, he xiaopeng, chairman and ceo of xpeng motors, had a dialogue with wu xinzhou, former vice president of xpeng motors, global vice president of nvidia, and head of the automotive business unit.

when talking about the impact of tesla fsd entering china on the industry, he xiaopeng said, "i think we need different and good technologies to impact the market, so that we can see the changes in the market.i think there will be fewer players at the table in the future。”

he xiaopeng believes that "the next stage of the new energy vehicle market iswho can produce and sell 1 million new energy vehicles every year?, it was just an entry into the knockout round, which means i was eliminated without any chance. "

he xiaopeng believes that in the future, if a hardware product does not have ai capabilities, its brand will be greatly affected. however, if it has ai, the production capacity and sales methods of the future hardware and software in the world will change.

"in the production process, most of the previous automobile companies were called integrated r&d, that is, combining the capabilities of others to make a product that meets user needs. but we can see that global software companies, internet companies, mobile internet companies and other technology companies,most of them are self-developed in core areas and integrated in other areas. this is a change in production capacity.. "he xiaopeng said.

in addition, the sales method will also change. "we can see that in the past, cars were basically manufactured by manufacturers and then sold to partners for sale. therefore, there was no way to operate the cars, provide after-sales services, or charge for them. in fact, today, including many cars around the world, in the past two or three years, we have not only seen changes in china's automobile production model, but also more thinking about changes in the operation method and end-to-end services.from product development to the final after-sales service operation, everything needs to be done。”

"i think these two changes will ultimately lead to changes in economies of scale, economies of scale in software, economies of scale in ecosystem hardware, and sufficient scale under global brands. once these two scales are combined, i think there will be fewer chinese companies that have the opportunity to remain at the table in the future," said he xiaopeng.

xpeng motors' revenue in the second quarter of 2024 was 8.11 billion yuan, a year-on-year increase of 60.2%; 30,207 vehicles were delivered, a year-on-year increase of 30.2%. according to previous reports by it home, in the earnings call, he xiaopeng said that since the launch of the xpeng mona m03, xpeng will enter a strong product cycle and a period of rapid development.in the next three years, a number of new products and modified models will be launched intensively。