Traditional Car Manufacturers versus New Players, who will win the game in the future?

​We often see words like traditional car companies building new trend in the media and the Internet. What's more interesting is the emergence of two opposing groups, expressing their position strongly in the media, and the one who feels they support In future will occupy a leading position in the field of electric vehicles. Between traditional car companies and new car manufacturers, who do you think will dominate the market in the next ten years?

我们经常会在媒体和网络上看到像传统车企PK造车新势力等的字眼，更有趣的是出现两个对立的群体，在媒体上强烈的表达自己的立场，觉得自己支持的一方往后将在电动车领域占领导地位。到底在传统车企和造车新势力之间，您认为谁会在未来十年主导市场呢？

So far, there is no doubt that the leader in electric vehicles is Tesla, a new force in building cars. In terms of sales alone, Tesla accounts for about 30% of global electric passenger car sales. Market analysts say that Tesla will continue to consolidate its market position in the next 10 years. This analysis immediately caused Tesla's share price to rise sharply, and it was only recently that Tesla's share price declined. How do industry professionals view this game?

目前为止，毫无疑问的电动车领先者非造车新势力的特斯拉莫属。单从销量来看，特斯拉占了全球电动乘用车销量的30%。市场分析人士说，接下来的10 年特斯拉会继续巩固市场地位，这个分析马上造成特斯拉股价大涨，到了近期特斯拉股价才有所下滑。行业人士又是怎么看这场博弈的呢？

Traditional car companies are accelerating their pace and continuously launching new energy models. I saw a piece of news recently that Mazda launched the electric car MX-30. Yes, you heard that right, even Mazda has launched electric cars. I originally thought that Mazda would delay the electric plan as much as possible. The reason is very simple. Mazda has made a lot of investment in traditional gasoline drive and developed skyactiv. The investment has not paid off, and there is such an electric trend.

传统车企正在加快步伐，不断地推出新能源车型。最近我看到了一则新闻，是马自达推出电动车MX-30。是的，您没听错，连马自达也推出电动车。我本来以为马自达会尽量的延迟电动计划，原因很简单，因为马自达在传统汽油驱动方面做了大量的投资，研发出skyactiv，投资还没回本呢，就来了这么一股电动化风气。


Those who stand on the side of traditional car companies will say that traditional car companies feel the challenge from these new car manufacturers every day, and those who stand on the side of new car manufacturers will say that their dominant position is being violently bombarded by traditional car companies.  Traditional car companies believe that Tesla's leadership is only temporary. Traditional car companies have advantages in all aspects and will soon surpass the new power of car manufacturers. Indeed, traditional car companies have many years of car-making experience, financial resources, networks, contacts, profit pillars, and an important industrial supply chain role. These are beyond the reach of new car-making forces. Then again, what are the advantages of the new car-building forces? Can the statement hold up that they will continue to lead the market?

站在传统车企这一边的会说传统车企每天都感受到来自这些造车新势力的挑战，而站在造车新势力这边的会说他们的主导地位正在受到传统车企的猛烈轰击。传统车企认为特斯拉的领导地位只是暂时的，传统车企有着方方面面的优势，很快就会超越造车新势力。的确，传统车企有多年的造车经验，有资源，有财力，有网络，有人脉，有盈利支柱，有着重要的产业供应链角色，这些都是造车新势力所不及的。那么话又说回来，造车新势力到底有什么优势呢？说他们会继续引领市场的这样一个说法到底能不能站住脚呢？

I seem to have found the answer in Mazda's new electric car MX-30. Obviously, traditional car companies will try their best to maintain the original style in the design of electric vehicles. The main change is to replace the engine and replace it with an electric motor. Other aspects are carried out in accordance with the standard of thinking. New car-building forces do not operate according to this rule. What they seek is a breakthrough. As a traditional car company executive said, "the products of new car-building forces often have colourful shapes and a large number of innovative functions." Look at the Mazda MX-30, how can an electric car still have a gear stick? I also found the front grill on the electric cars of other traditional car companies. What happened? Don't electric cars use air intake? Their executives explained it this way: Our front face has a high degree of recognition, which will remain unchanged for a hundred years. 
To change our face all at once, our loyal customers may not be able to accept it all at once, and it may take a transition period, so our electric cars will still retain the air intake grille.


我在马自达新款电动车MX-30里面仿佛找到了答案。很明显的，传统车企在电动车设计方面会尽量保持原有的风格，主要的改变就是把发动机给换掉，有电机来取代，其他方面按照中规中矩的思路来进行。造车新势力就不是按照这个规则操作的，他们寻求的是突破，就如某传统车企高管所说的“造车新势力的产品往往拥有丰富多彩的造型以及大量的创新性功能”。你看看马自达MX-30，一台电动车怎么还会出现档把(gear stick）的呢？我还在其他传统车企的电动车上发现进气格栅（front grill），怎么回事？电动车不是不用进气的吗？他们的高管是这么解释的：我们的前脸有很高的认知度，百年不变。一下子把我们改头换面，我们的忠实客户不一定能一下子就接受，可能还需要一个过渡期，所以我们的电动车还是会保留进气格栅。

I also found the traditional dashboard on the Mazda electric car, and I was a bit surprised. Now even many new internal combustion vehicles have LCD screens. Why is this electric car still an old dashboard? I think the reason behind it is probably that the old ideas and the original supply chain system have made the transformation and reform extremely difficult, and it is difficult to achieve the effect of designing a brand new, breaking through tradition and highly innovative. Unlike the products launched by the new car-making forces, you will have a refreshing feeling as soon as you get in the car.

我在马自达电动车上还发现传统的仪表板，感到有点错愕，现在连很多新款内燃车都带有液晶显示屏幕，这台电动车怎么还是老旧的仪表板？我想背后的原因很可能是旧思想加上原有的供应链体系，使得转型改革变得无比艰难，很难达到能设计出焕然一新，突破传统，高度创新的效果。不像造车新势力推出的产品，您坐进车里马上有一种耳目一新的感觉。

In the future development of this company, I think there may be a turning point. We may see new forces in car manufacturing overtaking corners, transforming to smart cars, and consolidating the dominant position, transforming to the future of mobility as a service, and its disruption will be intense.

这个企业未来的发展，我认为可能会出现一个转折，我们可能会看到造车新势力弯道超车，更是向智能汽车转变，更是巩固主导位置，向未来出行即服务转变，它的颠覆性会很激烈。