Author: Wang Lingfang
Based on the “Two Geely Actions”, Geely has launched a more comprehensive “Intelligent Geely 2025” global strategic layout.
On October 31st, Geely Automotive held the “Intelligent Geely 2025 – Geely Longwan Technology Summit and Global Power Technology Brand Launch” event at the Hangzhou Bay Research Institute.
At the conference, Geely Automotive Group CEO Gan Jiayue released the “Intelligent Geely 2025” strategy and the “Nine Longwan Actions” to comprehensively promote the implementation of “Intelligent Geely 2025”. Wang Ruiping, Senior Vice President of Geely Automotive Group, announced the global power technology brand “Thunder Power.”
According to the plan, by 2025, Geely Group will achieve annual sales of 3.65 million vehicles, invest 150 billion yuan in R&D in five years, achieve full-stack self-developed autonomous driving, and launch more than 25 new intelligent new energy products under various brands of Geely Automotive Group within five years, leading Chinese brands into the era of intelligent terminals.
“Intelligent Geely 2025”
Geely mainly promotes the development of “Intelligent Geely 2025” by constructing a “one network and three systems”. The network refers to the “Intelligent Geely Technology Ecological Network”, and the three systems refer to the three major systems: “Intelligent Energy, Intelligent Manufacturing, and Intelligent Services”.
(1) Intelligent Geely Technology Ecological Network
Regarding the “Intelligent Geely Technology Ecological Network”, Geely uses intelligent architecture as a new infrastructure, builds a self-developed end-to-end system and an ecological alliance around chips, software operating systems, data and satellite networks.
Regarding intelligent architecture, with the GEEA2.0 electronic electrical architecture as the foundation, Geely’s “Star Meteor L” supports high-intelligence driving assistance, allowing fuel vehicles to also achieve vehicle OTA upgrades.
Gan Jiayue introduced that facing 2025, the intelligent architecture of Geely will evolve to the GEEA3.0 central computing platform architecture, leading intelligent vehicles from “domain control” to “central super brain” evolution.
Gan Jiayue believes that the core of the entire intelligent architecture is chips, software systems, and technical data.
Regarding chips, Ecarx, a subsidiary of Geely Holdings Group, and ChipON, jointly invested by Arm China, have developed the latest result – the SE1000 intelligent cockpit chip. This is China’s first 7nm vehicle-grade SOC chip. According to the plan, after the product completes vehicle-grade certification, it will enter mass production next year.
This chip is self-developed by ChipON, using vehicle-grade 7nm process technology, multi-core heterogeneous architecture, advanced process.
This chip is only 83 square millimeters, but it integrates 87 layers of circuits and 8.8 billion transistors, lighting up all at once.The analogy made by Ganjiayue is as follows: “It’s like building 88 billion rooms on a fingernail-sized space, with 87 floors on top of them.”
From 2024 to 2025, Geely will also introduce 5-nanometer chips and high-caliber self-driving chips, with a computing power of 256TOPS.
In Ganjiayue’s view, “chip” is the foundation of software platform operating systems, and software determines the upper limit of intelligent experience.
In terms of software, Ganjiayue stated that Geely will build an “end-to-end” integrated vehicle software user experience, achieve independent research and development of the entire vehicle operating system (bottom-level OS technology, smart cabin OS, unmanned supervision and automatic driving OS), and core software algorithms. It will be implemented by using SOA software service architecture, opening up more than 1,000 API interfaces, building more than 1,000 whole-vehicle application scenario engines, and working with more than 1,000 digital partners worldwide to create active scene services. By 2025, at least 1-2 whole-vehicle OTA upgrades will be implemented every quarter, allowing smart cars to evolve from “manufacturer-defined” to “user-software co-creation” and fully entering the era of software-defined cars.
In the intelligent car hardware and software system, technological data is the driving force behind user experience evolution.
In terms of data, Geely has 3 million vehicles that have been online learning for more than 50 million hours of cabin usage data and 12 billion kilometers of vehicle driving data. By 2025, at least 1-2 whole-vehicle OTA upgrades will be implemented every quarter.
Self-driving also cannot be separated from the “integrated world” of technological data and algorithm verification.
Ganjiayue introduced that Geely’s self-built low-orbit high-precision navigation system has completed the deployment of 305 high-precision time and space benchmark stations. The plan is to complete the networking of 72 IoT communication satellites and 168 navigation-enhanced low-orbit star constellations by 2026. The high-precision maps surveyed and collected cover the country’s main cities in 2021 and the whole country will be covered by 2023.
It can be said that Geely is currently the only car company in the world that has self-developed satellite communication and positioning, high-precision maps and navigation, and a complete stack of self-developed automobile chips from software to hardware.
(2) Three major systems: intelligent energy, intelligent manufacturing, intelligent service
In terms of the intelligent energy system, according to Geely’s plan, by the end of this year, the Reyjink hybrid of Geely China Star will be the first to be equipped with it. In the next three years, more than 20 models equipped with Reyjink hybrid will be available, achieving the leading position in the hybrid mainstream segmentation market and the first comprehensive user experience of “performance, intelligence, and new energy.”In terms of pure electric technology, Geely mainly introduced battery and electric drive technology.
On the battery side, Geely has fully mastered the module and pack technology of the NIO, and realized mass production. At the same time, it has the ability to design battery cells and has jointly established joint venture battery factories such as Times Geely with strategic partners to form a diversified layout of batteries.
On the electric drive side, Geely will use 800V controllers based on silicon carbide power devices and highly efficient oil-cooled electric motors to achieve a comprehensive efficiency of over 92%, a maximum power of over 475 kW, and the ultimate product can achieve a super high-performance experience with a less than 3-second acceleration of 100 km/h. Geely’s self-developed silicon carbide power chips, will also be mass-produced in 2023.
In terms of battery swapping, Geely has thousands of technology patents and participates in the formulation of national battery swapping standards. Geely will launch a new “Battery Swapping Travel Brand” to create efficient modular battery changing stations that can service up to 1000 vehicles per day in just 60 seconds, providing a super-fast battery swapping experience. By 2025, it will lay out 5000 super-fast battery swapping stations in 100 core cities to meet the battery swapping demand of 1 million vehicles.
In terms of methanol-powered vehicles, Geely has been deeply involved in this field for 16 years and has taken the lead globally. With more than 200 core technology patents, it has mass-produced 27,000 methanol vehicles in Xi’an, Jinzhong, Guiyang, and other places, with a total mileage of 8 billion kilometers. In 2022, it will launch the “Lingzhi IMng Methanol Hybrid” model, which consumes about 9 liters of methanol per 100 kilometers, with a travel cost of less than three cents per kilometer. By 2025, the consumption of methanol per 100 kilometers will be reduced to 7.6 liters, equivalent to 3.5 liters of petrol per 100 kilometers, and the travel cost will be two cents per kilometer.
Geely Green Methanol Technology uses renewable energy to electrolyze water to produce “hydrogen”, and combines it with “carbon dioxide” obtained from carbon capture technology to produce green methanol. The production of 1 ton of green methanol can consume 1.375 tons of carbon dioxide.
Intelligent manufacturing system: Geely’s industrial Internet platform Geega realizes an ecosystem of “originating from manufacturing and nurtured by manufacturing”.
Geely has created the world’s first Geely industrial Internet platform that originated from the automotive industry and serves the entire industry. It reshapes “user-centric” intelligent manufacturing and provides “end-to-end solutions” for digital transformation of enterprises. It has been evaluated by the Ministry of Industry and Information Technology as a “National Characteristic Professional Industrial Internet Platform”. Currently, it has serviced dozens of group companies and landed verification in 15 Geely automotive business application scenarios. After the platform is put into operation, production efficiency will be increased by 22%, and the ecosystem of “originating from manufacturing and nurtured by manufacturing” will be achieved.
The Xi’an manufacturing base is the “Black Light Factory” that produces “Lynk & Co,” the super-intelligent brand. Supporting both CMA and SEA architectures, up to 6 models can switch production in just 1 minute. As a carbon-neutral factory aimed at “zero carbon” production, the factory achieves a “three-zero” green cycle with 0 wastewater discharge, 0 landfill waste, and 0 hazardous emissions. Next year, the world-leading 400,000 square meter super photovoltaic power generation system will be built, with an annual power generation of up to 66 million kWh, which is equivalent to planting 3,274 hectares of forest in terms of energy emission reduction effect.
Intelligent service system: Within 5 years, more than 25 new intelligent new energy products will be released. Geely will sequentially launch more than 10 new products under its own brand, more than 5 new pure electric (including CMA architecture) star products under its Geometry brand starting in 2022, more than 5 new intelligent technology products under its Lynk & Co brand, and 5 intelligent pure electric products with replaceable batteries under its EV mobility brand.
Digital empowerment of business model upgrade will achieve 100% full-scenario digital value chain on mobile terminals. Geely will build a full-scenario intelligent service system centered around “intelligent vehicles.” Geely will establish an intelligent service system centered around user experience, achieving 100% direct connection with users, and establish more than 2000 intelligent digital stores. Geely App users belonging to the Geely Automotive Group will exceed 10 million.
Nine Dragon Bay Action Promotes Planning Implementation
To accelerate the continuous landing of Geely’s “One Network and Three Systems” strategy, Geely announced the “Nine Dragon Bay Action” for the Geely Automotive Group to ensure the full implementation of the “Intelligent Geely 2025” strategy.
Nine Dragon Bay Action 1: Geely will continue to maintain its position as the top Chinese automotive brand in R&D investment. Within 5 years, R&D investment will reach 150 billion yuan. Based on the “5 Global R&D + 5 Styling Centers” framework, Geely will build a globally leading international R&D system, fully transitioning to the intelligent era, and achieving the highest industry software talent proportion and software development efficiency by 2025. Focusing on basic scientific research, 10 international first-class key laboratories will be established to accelerate the transformation of scientific and technological achievements and continue to maintain Geely’s leading position in core technology.
## Dragon Bay Initiative 2: Achieving Full-Stack Self-Developing of Autonomous Driving, Accelerating the Realization of “Zero Accidents, Zero Fatalities” for Smart Travel
Relying on the intelligent technology ecosystem of Geely, Geely aims to achieve full-stack self-development in core technology areas including Intelligent Energy, Autonomous Driving, Intelligent Connectivity, and Intelligent Cockpit, and to create the “best, safest, and most responsible” autonomous driving cars, achieve “safe delivery”, and achieve commercialization of L4 level of autonomous driving by 2025, fully mastering L5 level of autonomous driving.
Dragon Bay Initiative 3: Introducing Over 25 New Intelligent New Energy Products in Five Years, Leading the Era of Smart Mobile Terminals
Geely will continue to release over 10 new models, with the main car series fully intelligent and new energy, including the launch of the Thunder Super Hybrid, which has long-endurance series, can be parallel or series hybrid, with plug-in or all-electric driving options, and can achieve a pure electric range of over 200km. Geometry brand will launch over 5 new fully intelligent technology products using pure electric architecture (including the vast architecture), covering mainstream pure electric markets, starting from 2022. Lynk & Co brand will release over 5 new intelligent technology products, continuously improving its market layout.
In 2023, the first electric SUV product will be launched in Europe, achieving the globalization and high-end of intelligent new energy products. The new technology of energy exchange brand will be based on a dedicated architecture platform, gradually releasing 5 intelligent pure electric products with exchange options, providing efficient and intelligent travel services for users and becoming a new force in the technology ecosystem of energy exchange travel.
Dragon Bay Initiative 4: Achieving a Total Sales Volume of 3.65 Million Vehicles in 2025, Maintaining the Market Share of Domestic Brands First, and Overtaking Mainstream Joint Ventures
Geely Group will achieve a total of 3 million vehicles sold, including 650,000 from Lynk & Co, and 300,000 from Geely Automobile Group. The domestic market will consist of 1.3 million for the Geely brand, 300,000 for the Lynk & Co brand, 600,000 for the Geometry brand, and 200,000 for the new energy exchange traveling brand. The overseas sales will be 600,000. Leading the charge with its JEEK technology and Thunder Intelligent Propulsion Hybrid technology, Geely will achieve comprehensive electrification, and become the leading seller in the mainstream hybrid market segment. By 2025, the new energy sales of Geely Automobile Group is expected will reach 900,000 vehicles, accounting for 30% of total vehicles sold. With the addition of JEEK, the proportion of Geely’s new energy vehicle sales will exceed 40%.
Dragon Bay Initiative 5: Initiating Efforts to Promote Globalization, Achieving Technology Outbound, and Reaching Overseas Sales of 600,000 Vehicles in 2025
Geely brand will focus on laying out the Belt and Road countries in Eastern Europe, the Middle East, Southeast Asia, Africa, South America, and other regions, constructing a global network with more than 600 overseas sales outlets, and expand into the European and Asia-Pacific new energy markets. Lynk & Co brand will deepen its “Europe Strategy” and “Asia-Pacific Strategy,” laying out in countries including Russia, Malaysia, Australia, and New Zealand, and move from being born global to becoming truly global. Geely Group will also build a systemized output “Proton Model” to make Proton Malaysia’s number one and the top three automotive brand in the ASEAN region.## Longwan Action 6: Accelerating the Transition to Sustainable Energy with the Goal of Reducing Total Carbon Emissions by 25% by 2025 and Achieving Carbon Neutrality by 2045.
This will be achieved by reducing enterprise-wide carbon emissions through digital intelligent manufacturing, promoting green electricity, and using recycled materials, as well as implementing supply chain reduction measures through the Geega Industrial Internet platform and intelligent technology collaboration. In addition, increasing the proportion of new energy usage and reducing carbon emissions during product use will further the goal of achieving a 25% reduction in emissions throughout the entire value chain by 2025.
Longwan Action 7: Empowering Business Model Upgrades with Digitalization to Achieve 100% Full-Scenario Digitalized Value Chain on Mobile Terminals.
By 2025, the three major brands, Geely, Geometry, and Lynk & Co., will achieve 100% user digital services and 100% direct user-to-user interaction to create a full-scenario, more intimate user service ecosystem. There will be more than 2,000 digital smart stores, with an App user scale exceeding 10 million, and seamless interaction with users to capture accurate and rapid user experience feedback, ensuring 100% feedback within 24 hours. Furthermore, at least 1-2 whole vehicle OTA upgrades will be implemented every quarter.
Longwan Action 8: Leading with Technology to Create Value, Achieving an EBIT Margin of Over 8% by 2025.
Geely will leverage the “comprehensive architecture for car-making” to improve scale effects, reduce vehicle model R&D and supply chain costs, increase R&D efficiency by 30%, and achieve a fully digital intelligent manufacturing and global technology output along the entire value chain to minimize costs and increase efficiency. By 2025, Geely’s sales volume will double, its market share in China will be number one among domestic brands, and its average revenue per car will increase by 30%.
Longwan Action 9: Issuing 350 Million Shares of Stock to Incentivize Ten Thousand Employees.
This is the “biggest ever” employee stock incentive plan in China’s automotive history, and an important signal for Geely’s transformation into a technology-based enterprise, enabling more core employees to become “partners” rather than just “workers”. Thus far, Geely has established nine vocational and higher education institutions, providing talent training for over 150,000 individuals. The perfected talent development system and career progression channels have resulted in a continuous influx of skilled workers.
Launching the Global Power Technology Brand “Thunder Power”
The focus of the overall plan is Geely’s technology, which is also one of the highlights of this press conference. In terms of technology, Geely has launched the global power technology brand “Thunder Power”, which includes Thunder Power Intelligent Engine Hi-X, efficient transmission, efficient engine, and E-Drive.
# Geely’s View on the Intelligent Hybrid Platform Hi-X of Lixing
Geely positions the intelligent hybrid platform Hi-X of Lixing, which is equipped with a 1.5TD/2.0TD hybrid-specific engine and a DHT (1st gear transmission)/DHT Pro (3rd gear transmission) hybrid-specific transmission, as a world-class modular intelligent hybrid platform with full coverage of A0-C class models and multiple hybrid technologies such as HEV, PHEV, and REEV.
The highly efficient engine is born from the world’s top ten leading power platforms and features high platform and generalization, strong power, and extreme fuel efficiency, including the 1.5TD/2.0TD engine series.
Based on the 7DCT platform, the high-efficiency transmission DCT Evo is launched and further improves torque, efficiency, and performance while pursuing extreme lightweight.
The E-drive is developed according to the global luxury car standards, with high-performance EDU adopting modular design concept and providing efficient, reliable customized products and engineering solutions based on 400V and 800V pure electric architectures. Among them, the 800V electric drive, based on the controller of silicon carbide power device and high-efficiency oil-cooled electric motor, achieves comprehensive efficiency over 92%, maximum power over 475 kW, and ultimate product can realize a super high-performance experience of acceleration within 3 seconds per hundred kilometers.
In Wang Ruiping’s view, the Hi-X of Lixing possesses five major platform advantages in global high-end power platform, the most expandable hardware space design, the most expandable electrification drive platform, the most evolving power platform, and leading global power, economy, and intelligence. Furthermore, it has six hybrid industry ceiling technologies, which are superior to the Japanese hybrids in core technology.
The certified highest engine thermal efficiency in the world by the authoritative organization “Energy Efficiency Star” is 43.32%, ranking number one worldwide. Geely says that the DHE15 (1.5TD) hybrid-specific engine is built by a nearly 500-member global engineering team for half a decade, which is the world’s first mass-produced turbocharged direct injection hybrid-specific engine. This engine adopts four advanced technologies, including high-pressure direct injection, intermediate-cooled boosting, Miller cycle, and low-pressure EGR, creating the highest thermal efficiency record for current mass-produced hybrid engines worldwide at 43.32%.
The highest thermal efficiency rate surpasses the highest level of Japanese hybrids by 41% and has high thermal efficiency coverage nearly half of the area. Nissan’s E-power announced the thermal efficiency of an ICE to be 43%. From the data, Geely has a slight advantage over Nissan.
At the same time, the engine indicator thermal efficiency of DHE15 reaches 52.5%, and the rise of torque and power of 1.5TD hybrid-specific engine are both the best in the same level.
As another major core of the Geely Intelligent Power (GIP) system, DHT Pro is the world’s first mass-produced 3-gear hybrid transmission, surpassing planetary gear and 1-gear transmissions from Japanese brands. DHT Pro is highly integrated with six components, including dual motors, transmission, and controllers, weighing only 120 kg but able to deliver a maximum output torque of 4920N・m with a torque-to-mass ratio of 41N・m/kg. According to Geely, they can achieve seamless switch between P1 generator and P2 driving motor when combined with 3DHT transmission to ensure on-demand power supply, bridging the gap between energy efficiency and driving experience.
Built upon the foundation of the world’s highest thermal efficiency at 43.32% for mass-produced turbocharged direct injection hybrid engines, DHT Pro adopts a 3-gear ratio that enables direct power transfer to the wheels, similar to direct delivery of goods from the source without intermediaries to avoid energy conversion losses. Compared to Japanese HEVs, GIP consumes 0.4-0.6L less fuel per 100 km and improves fuel efficiency by 9-12%, delivering a more fuel-saving driving experience at the same level.
In addition, Geely achieves FOTA upgrade for hybrid system for the first time and offers up to 20 intelligent driving modes that respond to each driver’s preferences and habits in a timely and intimate way.
The Geely Intelligent Power (GIP) system matches different car models from A0 to C segments, and supports a wide range of hybrid systems, including HEV/PHEV/REEV, with leading global scalability that meets diverse demands for intelligent hybrids.
Moreover, the GIP system can achieve full-range parallel drive. It enters parallel mode above 20 km/h and enables jumping start, far below the parallel speed of at least 70 km/h for Japanese brand hybrids, increasing system efficiency by 20%. When accelerating from a standstill, DHT Pro in 3rd gear matches with 1st large gear ratio through the clutch slip to achieve jumping start and improve the acceleration ability by 50%. During 80-120 km/h acceleration, it releases 60% reserve power to accomplish rapid overtake.
Geely will continue to push the boundaries in the future. In terms of power efficiency, Geely’s next stage goal for thermal efficiency is 57%, which means tapping the engine’s maximum potential. The highest efficiency of Geely’s transmission has reached 97.5%, also a world-leading level. Future efforts will aim to achieve above 98% efficiency. In terms of drivetrain electrification, Geely will launch the next generation hybrid combination product by 2025, with fuel consumption rate improved to over 50%.In terms of energy diversification, Geely has solved the world-class technical problems of methanol application in internal combustion engines through more than ten years of technical research and development, with over 200 core patents, making Geely the only enterprise in the world that has the production technology of methanol vehicles. The methanol hybrid vehicles equipped with the Thor Intelligent Power Hi・X hybrid system will also be launched next year. Meanwhile, hydrogen engines have also been successfully ignited, with a target thermal efficiency of 45% and zero carbon emissions.
In terms of intelligent control, Geely’s power domain control software covers various applications such as engines, transmissions, motors, batteries, energy management, and thermal management. In the future, the power domain will be opened to ecological partners based on the service-oriented SOA software architecture through API, supporting the full digital transformation of powertrain systems.
Thor Power has opened the Geely Power 4.0, fully entering a new era of electrification of power technology. Geely has high expectations for “Thor Power”, and they are committed to providing global leading efficient and intelligent power solutions and realizing the global power supply of China.
From a data perspective, Geely’s power system is already excellent enough, and the next step is to have the products finally tested by the market.
This article is a translation by ChatGPT of a Chinese report from 42HOW. If you have any questions about it, please email bd@42how.com.