日產的CASE（連接、自動化、共享、電氣化）佈局（2022-2023）

本報告審視了 Nissan 的 CASE 佈局，並分析了自動化、連通性、電氣化、共享和數字化。

內容

第一章總體佈局

• 簡介
• 世界
  • 組織結構
  • 世界排名
  • 全球銷售額（2021-2022 年）
  • 收入（2016-2022 年）
• 中國
  • 組織架構
  • 生產現場佈局
  • 中國發展史
  • 東風日產乘用車模型
  • 日產乘用車 BEV 模型
  • 東風日產在中國的乘用車銷量 - 按品牌（2020 年至 2022 年）
• 案例佈局
  • Nissan Strategy 2,030 (1) - EV 平台
  • Nissan 戰略 2,030 (2) - 智能互聯出行
  • Nissan Strategy 2,030 (3) - 電池
  • Nissan 的 2050 年碳中和目標
• 雷諾-日產-三菱聯盟簡介

第2章自動駕駛佈局

• ADAS/AD發展路線
• 自主研發ADAS算法
• ADAS：迭代歷史
• 搭載東風日產ADAS
• Nissan 的 ADAS/AD 佈局 (2021-2023)
• Nissan 的 ADAS/AD 合作夥伴

第 3 章連接佈局

• 東風日產的互聯互通戰略
• 東風日產車聯網系統發展歷程
• 東風日產Telematics系統引進率
• 日產互聯 2.0
• 日產互聯 2.0 PLUS
• 日產互聯 2.0+
• Nissan Connect 應用
• 東風日產Telematics合作夥伴
• 東風日產在遠程信息處理方面的動態
• Nissan座艙及IVI拆解

第四章電氣化佈局

• BEV 和 e-POWER 並行電氣化路線
• 日產 e-POWER 系統
• Nissan 的典型乘用車 BEV 模型
• Nissan的電池技術路線

第五章共享出行佈局

• 共享出行發展史
• 機器人出租車業務
• 日產在蘇州開展Robotaxi示范運營
• 日產和其他 OEM 的機器人出租車服務佈局比較
• Nissan NEXT 改革計劃

第6章數字化佈局

• 歐洲經濟區
• 智能工廠
• 數字化轉型佈局
• 雷諾-日產-三菱聯盟的智能雲

Nissan CASE research: two leverages for Dongfeng Nissan to turn the tables.

Introduction: since 2020, the declining sales of Dongfeng Nissan have exposed its problems in brand influence and product competitive edges. After de-stocking by "steep price cut" and "huge discount sale", how to find powerful leverages to turn the corner has posed a big challenge to the company. The Nissan CASE (Connectivity, Automation, Sharing and Electrification) Layout Research Report, 2022-2023 released by ResearchInChina analyzes and studies automation, connectivity, electrification, sharing and digitization.

Dongfeng Nissan, a 50:50 joint venture between Nissan China and Dongfeng Motor Group, operates three brands: Nissan, Venucia and Infiniti. In recent three years, except for Venucia, both Nissan and Infiniti have suffered from declining sales.

1. Nissan's intelligent connection functions are relatively conservative.

Nissan now implements a conservative strategy on ADAS and telematics functions, but keeps upgrading and iterating.

ProPilot 2.0, an ADAS system currently used by Nissan, was released as early as 2019 and was introduced to China in 2021. By the end of 2022, Dongfeng Nissan's ADAS installation rate reached 32.1%, of which the installation of L2 ADAS was 9.3%, and L2.5 ADAS, 0.1%, much lower than the average of passenger cars in China.

Nissan's latest IVI system, Nissan Connect 2.0+, completed upgrade in September 2022. Based on the previous-generation system, it adds functions from 12.3-inch dual display, HUD, AR navigation, four-zone voice interaction and IVI theme mall, to voice control, online vehicle services, remote real-time monitoring, and online navigation.

The system was first installed in the ARIYA model. Its IVI chip is Renesas R-CAR H3, and the display combination is 12.3-inch dual display + 10.8-inch HUD. Its entertainment ecosystem covers Amap, Kugou Music, Ximalaya, iQIYI, LazyAudio, Nissan Intelligent Mobility Radio (integrating Kaola FM and Tingban), in-car KTV, and in-car audio books. Despite offering big improvements in intelligent connectivity, the automaker still lags far behind emerging carmakers like NIO, Xpeng Motors and Li Auto.

2. Electrification will become Nissan's primary lever.

In September 2022, Nissan's first compact SUV BEV model ARIYA was launched on the Chinese market. ARIYA combines Nissan's 75-year all-electric techniques and more than 25-year experience in battery development and manufacture, enabling Nissan's complete independent development chain of battery, motor and electric control unit (ECU). Adopting 9-layer protection architecture, the NISSAN ultra-safe battery on the car has undergone 111 items of industry high standard battery safety tests, and has enabled the car to travel a total of 21 billion kilometers without battery safety accidents. As concerns motor, Nissan creatively combines the merits of permanent magnet synchronous motor and AC asynchronous motor to complement their demerits, and develops an electrically excited synchronous motor with high performance and low energy consumption; the ECU uses 1/10000s ultra-high precision motors for torque control.

In terms of battery development, Nissan adheres to the parallel development route of lithium-ion batteries and all-solid-state batteries (ASSB). In February 2023, Nissan announced that it had successfully developed a new solid-state battery with halved cost. This ASSB has been successful in the laboratory and is expected to come into official production in 2025. A new ASSB-powered electric car will be manufactured in 2028. Meanwhile, Nissan also steps up its efforts to develop new lithium-ion battery technology, and plans to unveil a cobalt-free battery in 2028, favoring a slump in battery cost.

According to its plan, Nissan will introduce 9 battery electric models and Nissan e-POWER-enabled models (New Slyphy, New X-Trail, etc.) to the Chinese market by 2025; electric-driven models will account for more than 40% of the total model sales. In the future, electrification will become the primary weapon of Nissan to hold its ground in market.

3. Venucia is expected to open up a second front of new energy for Nissan.

From the sales of the three major brands under Dongfeng Nissan between 2020 and 2022, it can be seen that the Nissan brand still dominated but with a declining share in the sales, while the sales of Venucia ramped up, with its proportion rising from 6.3% (77,000 units) in 2020 to 7.0% (80,000 units) in 2021, and to 10.9% (98,000 units) in 2022. According to Nissan China's latest sales data for February 2023, it sold 56,726 vehicles in the month, of which 6,003 units were Venucia (10.6% of the three brands), up 30.3% on a like-on-like basis, higher than the Nissan brand (23.5% MoM).

ADAS installation of Venucia in 2022:

• L1: the installations plunged by 76.4% on the previous year, and the installation rate slumped from 18.4% in 2021 to 3.5% in 2022.

• L2: the installations soared by 258.6% year on year in 2022, and the installation rate also showed a rapid upward trend, up to 18.7% in 2022.

From Venucia's installation rates of L1 and L2, it can be seen that the surging installation of L2 ADAS undoubtedly reflects the rising level of intelligence.

In terms of connectivity, in 2022, Venucia installed telematics systems in 52,758 of its vehicles, with installation rate up to 53.7%. By model, in 2022, the installation rate of telematics system in Venucia Star hit 100%, and both Venucia V and Venucia T60 boasted an installation rate of over 80%.

On December 30, 2022, Horizon Robotics and Venucia built cooperation on a new intelligent driving project. Venucia's new intelligent driving platform will bear Horizon Journey 3 chip and Horizon Matrix ® Mono 3 (8MP) visual perception solution to enable advanced driving assistance functions.

The intelligent driving platform will be first applied to several new energy models under Venucia, and the first model will be available in 2023. According to its plan, Venucia will launch at least two new energy models every year in the future. Moreover, Venucia also has the systematic ability to sell 300,000 units annually, and will gradually challenge the sales goal of 500,000 units per year. As for technology, Venucia sticks to developing multiple technology routes simultaneously, having built the Venucia V-n native all-electric platform and Venucia DD-I super hybrid technology. In Dongfeng Nissan's long-term plan and layout, Venucia will make continuous efforts on intelligence and electrification, and will become Dongfeng Nissan's second front of new energy.

Table of Contents

1. Overall Layout

• 1.1. Profile
• 1.2. Global
  • 1.2.1. Organizational Structure
  • 1.2.2. Global Ranking
  • 1.2.3. Global Sales, FY2021-FY2022
  • 1.2.4. Revenues, FY2016-FY2022
• 1.3. China
  • 1.3.1. Organizational Structure
  • 1.3.2. Production Base Layout
  • 1.3.3. Development History in China
  • 1.3.4. Passenger Car Models of Dongfeng Nissan
  • 1.3.5. Nissan Passenger Car BEV Models
  • 1.3.6. Dongfeng Nissan's Passenger Car Sales in China-By Brand, 2020-2022
    • 1.3.6.1. By Model-Nissan
    • 1.3.6.2. By Model-Venucia
    • 1.3.6.3. By Model-Infiniti
• 1.4. CASE Layout
  • 1.4.1. Nissan Strategy 2030 (1)-EV Platform
  • 1.4.2. Nissan Strategy 2030 (2)-Intelligent Connected Mobility
  • 1.4.3. Nissan Strategy 2030 (3)-Battery
  • 1.4.4. Nissan's Carbon Neutrality Goal in 2050
• 1.5. Introduction to Renault-Nissan-Mitsubishi Alliance
  • 1.5.1. New Agreement of Renault-Nissan-Mitsubishi Alliance
  • 1.5.2. Key Projects to be Carried out by the Alliance from 2023

2. Autonomous Driving Layout

• 2.1. ADAS/AD Development Route
• 2.2. Independent Development of ADAS Algorithms
• 2.3. ADAS: Iteration History
  • 2.3.1. ADAS: ProPilot 1.0
  • 2.3.2. ADAS: ProPilot 2.0
  • 2.3.3. ADAS: ProPilot 3.0
  • 2.3.4. ADAS: ProPILOT Park
• 2.4. ADAS Installation of Dongfeng Nissan
  • 2.4.1. ADAS Installation: Nissan
  • 2.4.2. ADAS Installation: Venucia
  • 2.4.3. ADAS Installation: Infiniti
• 2.5. Nissan's ADAS/AD Layout (2021-2023)
• 2.6. Nissan's ADAS/AD Partners
  • 2.6.1. Partner Cases (1)
  • 2.6.2. Partner Cases (2)
  • 2.6.3. Partner Cases (3)

3. Connectivity Layout

• 3.1. Connectivity Strategy of Dongfeng Nissan
• 3.2. Development History of Dongfeng Nissan's Telematics System
• 3.3. Telematics System Installation Rate of Dongfeng Nissan
  • 3.3.1. Installation Rate-Nissan
  • 3.3.2. Installation Rate-Venucia
  • 3.3.3. Installation Rate-Infiniti
• 3.4. Nissan Connect 2.0
• 3.5. Nissan Connect 2.0 PLUS
• 3.6. Nissan Connect 2.0+
  • 3.6.1. Highlights of Nissan Connect 2.0+ (1)
  • 3.6.2. Highlights of Nissan Connect 2.0+ (2)
  • 3.6.3. Typical Model with Nissan Connect 2.0+: ARIYA
• 3.7. Nissan Connect APP
• 3.8. Telematics Partners of Dongfeng Nissan
• 3.9. Dynamics of Dongfeng Nissan in Telematics
• 3.10. Dismantling of Nissan Cockpit & IVI

4. Electrification Layout

• 4.1. Parallel Electrification Route of BEV and e-POWER
• 4.2. Nissan e-POWER System
  • 4.2.1. Efficiency Comparison between 1st Generation e-Power and 2nd Generation e-Power
  • 4.2.2. Parameter Comparison between 1st Generation e-Power and 2nd Generation e-Power
  • 4.2.3. Structure of 2nd Generation e-Power
  • 4.2.4. Operation Process of 2nd Generation e-Power in All Working Conditions
  • 4.2.5. Energy Utilization of 2nd Generation e-Power
  • 4.2.6. Comparison between 2nd Generation e-Power and Its Counterparts
  • 4.2.7. Layout of Nissan e-Power in China
• 4.3. Nissan's Typical Passenger Car BEV Models
  • 4.3.1. Comparison between LEAF and ARIYA
  • 4.3.2. ARIYA
    • 4.3.2.1. Cockpit
    • 4.3.2.2. Intelligent Active Safety System
    • 4.3.2.3. L2+ Intelligent Driving Assistance System
    • 4.3.2.4. Intelligent Parking
    • 4.3.2.5. Battery System Structure
    • 4.3.2.6. Considerations in Battery System and Vehicle Co-design
• 4.4. Nissan's Battery Technology Route

5. Shared Mobility Layout

• 5.1. Development History of Shared Mobility
• 5.2. Robotaxi Business
• 5.3. Nissan Carried out Robotaxi Demonstration Operation in Suzhou
• 5.4. Comparison of Robotaxi Service Layout between Nissan and Other OEMs
• 5.5. Nissan NEXT Transformation Plan

6. Digitization Layout

• 6.1. EEA
• 6.2. Smart Factory
• 6.3. Digital Transformation Layout
  • 6.3.1. Management Digitization
  • 6.3.2. Marketing Digitization
  • 6.3.3. Digital R&D Platform
  • 6.3.4. Product Digitization
• 6.4. Smart Cloud of Renault-Nissan-Mitsubishi Alliance