BYD customized the network car D 1 for Didi. Will car companies really become travel platform foundries?

Didi D 1 sounded the alarm for the automobile industry. This car not only changed the product definition, but also threw out the contradiction between the travel service platform and the manufacturing platform. Who will be the leader in the future?

On April 20 18, Didi mentioned in the vision of torrent alliance that "jointly develop a new generation of cars specially designed for enjoyment and promote large-scale operation".

In June 2020, 1 1, Didi cooperated with BYD to release the first customized network car D 1.

After 937 days, the arrow finally turned back.

Didi and BYD, a travel service platform and a manufacturing industry platform, brewed D 1 car for the first time in the form of joint development, which actually touched the industry greatly.

What car is Didi D 1?

The vehicle length is 4390mm, the wheelbase is 2800mm, and the ratio of wheelbase to vehicle length reaches 63.8%, giving full play to the unique advantages of pure electric platform.

The width 1850mm and the height 1650mm are visually "wide, not thin" and also belong to the typical form of electric vehicles.

The space in the carriage can be maximized, and space is the core appeal of the network car.

Didi is the provider of product design requirements, because they have massive data and can think from the perspective of drivers and passengers' scene needs. Therefore, the product definition of Didi D 1 is very exclusive, and everything is for * * *.

The driver's seat is black, dirt-resistant, hard, with waist support and elbow support, which pays attention to support and relieves the fatigue of long-term driving.

The passenger's seat is white, clean, soft and comfortable, in exchange for the passenger's good mood and comfortable experience.

At the central armrest, the driver is specially equipped with a portable briefcase, which is convenient for storing some items, such as documents, medicines, paper towels and so on.

For the rear passengers, there are cup holders, hooks and USB interfaces on the back plate of the front seats, including a display screen with audio-visual entertainment function, which is very similar to the design of aviation seats. At the same time, leg space and head space are quite plentiful.

The right back door of this car is a sliding door, which not only encourages users to sit in the back row, but also encourages users to get on and off through the right back door. It is very convenient, controlled by the driver, and enjoys a certain sense of dignity. It will not rush to open the door and collide with the intruded automatic cars and battery cars.

In front of the window, there will be a "reception light". When the driver takes the order, the passenger will receive a pick-up light with matching color. Therefore, there is no need to ask the driver which car it is, nor to stare at the license plate to find the car, nor does the driver abuse the double flashing lights. This is a very typical user thinking.

The rear passenger seat has a heating function. Most importantly, passengers can remotely set the temperature and air volume of the air conditioner in the car and turn on the heating function in the back seat. This is a very warm-hearted winter design called network car.

Of course, this car jointly developed by Didi and BYD, its car system comes from Didi, called DIIA system. The original intention of the design is to get rid of the driver's dependence on the mobile phone bracket. Theoretically, drivers can complete some operations through voice interaction without clicking on the screen.

Didi has realized the "pain point demand" of drivers and passengers. On the premise that the existing mass production models can't be solved, it may be the most appropriate way to jointly develop a model specially designed for * * * *.

▎ Why Didi?

From the quagmire of security issues, Didi has done two things this year.

First, at the end of June, a CCTV live broadcast of automatic car driving was held in Shanghai; 2. At the end of 10, 165438+ released this customized network car D 1.

Around the travel market, the layout of Didi is becoming clearer and clearer.

Didi has a rear-mounted orange vision system, which can collect driving scene information, and then import the actual scene into the simulation engine through algorithm screening for automatic driving algorithm training.

With the emergence of D 1 customized network car, the orange vision system has changed from rear to front, and Didi can participate in some scene applications more deeply.

For example, Didi can send orders in a targeted manner according to the current cruising range of the vehicle. When the cruising range of the vehicle is insufficient, it can also plan the best route for the driver, monitor the health of the vehicle in real time, reduce unnecessary anchoring accidents, and improve operational efficiency in disguise.

With the development of technology, the popularization cost of autonomous driving will be lower and lower. Didi is determined to find a leading position in the field of autonomous driving. Both technical output and technical cooperation will be new profit points and commanding heights. At the same time, with our own "hardware" deeply involved, substitution and application will be more direct and smooth.

In a word, Didi D 1 provides a substructure for autonomous driving, and castles in the air are not without foundation.

Standing today, Didi has the promise of new energy. It is estimated that new energy vehicles100,000 vehicles will be promoted within ten years. According to this rhythm, there is a replacement gap of 6.5438+0 million vehicles every year. Didi D 1 is the first step, and more D series vehicles will join in the future.

Didi's main travel business is ultimately the service industry. Didi D 1 really needs to meet the dual needs of drivers and passengers, which has become the initial heart of product definition.

There are three main principles:

1, the optimization experience and the scene design mentioned in the first part are the starting points.

2, to ensure safety, there are videos inside and outside the orange vision system, and the dispute is well-founded. Various driving assistance systems reduce driving pressure.

It is very imaginative to establish a new business model here. Didi D 1 may operate in the form of lease, and try to pay by mileage. Further thinking, mileage payment may be implemented in a gradient way, introducing more incentive mechanisms.

Vehicles are still heavy assets, but this heavy asset will be scattered. Drivers don't have to bear vehicle assets. Driving every day is like commuting, earning the difference per kilometer. When the vehicle reaches a certain service life or a certain profit expectation, it can even enter the recycling channel.

After all, as a commercial vehicle, the battery needs to be replaced most, but other parts can be used for a long time. Didi can try bravely, of course, relevant laws and regulations need to be updated.

Why did you choose BYD?

In many analytical viewpoints, an important force is actually ignored, that is BYD.

In Didi's alliance, there are many OEMs, but only BYD is willing to customize models for Didi and has the ability to produce mass-produced products.

It is no exaggeration to say that BYD is the most potential car company as a supplier. This does not mean anything derogatory, but shows the completeness and flexibility of BYD's technical capabilities.

BYD's e-platform was originally open. You can not only build your own car, but also flexibly build cars for other characters, including Didi and Toyota.

In the past, cars were purely mechanical aggregates, so "hardware integrators" were very important, forming a business model centered on car companies. A car company will build a brand and sell goods under this brand.

But in the future, the attributes of automobiles will change from "hardware" to "hardware+software+service". Obviously, hardware is no longer the center, but will retreat to the position of "parallel supplier".

So, who will jump out and integrate resources? It may be a car brand as always, they represent a manufacturing platform, or it may be a travel service platform like Didi, which can put forward very customized scene car demand.

The struggle for the focus will continue, whether it is open or not.

BYD actually saw it clearly. There are no more than two markets around cars, private car market and online car travel market.

At present, the private car market is absolutely dominant. But we can take a long view. Do we still need so many private cars when autonomous driving is becoming more and more reliable and the cost is getting lower and lower?

No matter how long, the balance of market share will eventually tend to get a car online, or * * * accurately. We have been waiting for a business model to land. After sending the owner to work, a fully self-driving car will be transformed into a * * * network car, which will exert the greatest value on the road.

It sounds beautiful, but impossible, but isn't this the highly intelligent and efficient society we are striving for? Since this cake is so delicious, why not take the lead? If you have the strength to provide customized hardware services, do you still care who has the advantage?

▎ wrote at the end

In the future, the evolution direction of automobile products is from networking to online, and finally empowerment will be realized. Through the effective use of data, the qualitative change of automobile capabilities will be realized. Based on this judgment, in the future, a travel industry platform company will be born in the automobile industry, and the travel service platform and manufacturing industry platform will be opened.

The former connects a large number of users, gathers ecological partners, and opens up fragmented and isolated travel needs; The latter integrates intelligent manufacturing system, completes large-scale personal tailor and opens up the whole chain of "design-production-service".

Who will lead the travel service platform and manufacturing platform? It depends on who can fully open up and connect a large number of users with ecological partners. From this point of view, the opportunities for travel service companies are relatively large, and Didi is ahead, while traditional automobile manufacturers are trying to transform themselves despite difficulties.

Hardware service is also a key part of future automobile products, and there are specialties in the industry. As a manufacturing platform, BYD is actually very transparent.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.