At the end of the year, the 5G car networking ushered in a golden age, and the profit model still needs time to verify.

[? A billion euro guide? ]? On the eve of the outbreak of 5G, the competition from technology to ecology of the Internet of Vehicles has intensified.

Author He Qi

Editor Hao

Driven by policies and technologies, the Internet of Vehicles has entered the fast lane of development.

20 18 12 The Ministry of Industry and Information Technology issued the "Action Plan for the Development of Internet of Vehicles (Intelligent Networked Vehicles)", pointing out that by 2020, the penetration rate of Internet of Vehicles users should reach more than 30%; From September 2065438 to September 2009, the Central Committee and the State Council issued the Outline of Building a Powerful Transportation Country, proposing to strengthen the research and development of intelligent networked vehicles (smart cars, autonomous driving, vehicle-road coordination) and form an independent and controllable complete industrial chain. ?

The Internet of Vehicles is an important process of upgrading from traditional cars to smart cars, and technology integration is an important means to achieve the upgrade. From the specific functions of the Internet of Vehicles, in addition to the core in-vehicle system, intelligent voice interaction, advanced assisted driving and vehicle-road coordination can be realized under the integration of AI and big data to meet the linkage of people's various travel scenarios. ?

The Internet of Vehicles has a long industrial chain and rich industrial roles, including upstream chip vendors, OEMs, software developers, terminal equipment vendors, application platforms and communication operators. Software-defined automobile has gradually become industry knowledge, and the century-old traditional automobile industry chain is being reshaped.

20 19 is a crucial year for the development of car networking.

Disputes between giants

With the technological changes, the market potential of the Internet of Vehicles is gradually released. Facing the trillion-dollar "big cake", new program hosts keep sneaking in.

According to the report jointly issued by American Institute of Electrical and Electronics Engineers and IHS Consulting Company, in the early 1980s, the electronic system of an ordinary car had only 50,000 lines of software code, but now the number of lines of software code of a high-end car has exceeded 65 million.

2065438+At the end of May 2009, Huawei, which has never built a car, formally established BU, a smart car solution, aiming at providing ICT components and solutions for corporate customers. On the whole, Huawei will continue to accumulate business in the ICT industry and play an enabling role in meeting the upgrading needs of car companies in the fields of intelligent networking and autonomous driving. 65438+On February 29th, Huawei and Xinbaojun officially released the first Huawei? HiCar production car-Xinbaojun RC-6, Huawei Eco entered the production model for the first time. ?

Earlier, Internet giants such as BAT had been bundled with traditional OEMs. * * * With the construction of the car networking ecosystem and the launch of their own products, such as the zebra network built by SAIC and Ali, and the Indus car alliance hatched by Tencent and Changan Automobile. There is also Taber, which has been deeply involved in the Internet of Vehicles. At present, it has cooperated with more than 30 automobile brands at home and abroad, and launched "Qing Mobile Portable Vehicle Networking" on 20 19, hoping to turn mobile phones into on-board machines. ?

In addition to the binding with traditional OEMs, BAT giants have also laid out their own car networking positions, such as the mushroom car alliance led by Tencent and Baidu's intelligent driving business group. ?

However, on August 28th, SAIC and Ali announced the strategic reorganization of Zebra Network and YUNOS. After the reorganization, Ali became the largest shareholder of Zebra Network, and the entire knowledge system and business of YUNOS operating system were injected into Zebra, which means that Zebra already has the ownership and right to use the underlying architecture code of YUNOS. In order to better transfer the related technologies of Ali YUNOS operating system to Zebra Network, Ali established Zebra Intelligence in Hangzhou to further provide technical support for the development of Zebra Network.

Hao Fei, CEO of Zebra Network, told Yiou Automobile that in 20 19 years, the Internet of Vehicles has completely jumped out of the category of homogeneous online infotainment functions. At the same time, automobile manufacturers are actively deploying their own travel service strategies and implementing digital transformation. Therefore, intelligent network connection must serve the transformation strategy of car enterprises, build a smart travel service ecosystem, and meet the needs of users' travel scenarios.

The Internet of Vehicles has become the key to the transformation of traditional car companies. In the process of digital transformation, Volkswagen plans to create an independent software department. By 2025, the number of digital experts in this department will reach about 5,000. Volkswagen is not the only car company that has made drastic reforms. 2065438+July 2009, Great Wall Motor released GTO's global intelligent ecological strategy at Harvard Center in Baoding, and formally signed ecological cooperation agreements with Internet giants Tencent, Ali and Baidu respectively. At the same time, it has carried out ecological cooperation with China's three major communication operators, China Telecom, China Unicom, China Mobile, Huawei and Qualcomm.

From the entry of giants to the digital awakening of traditional car companies, car networking has ushered in a booming trend.

Core technology needs to be developed urgently?

Recently, China Communication Research Institute released the research report "White Paper on Intellectual Property of Vehicle Networking". According to the data given in the white paper, as of 2065438+September 2009, the total number of patent applications in the field of vehicle networking in the world was 1 14587, accounting for 30% in the United States and 25% in China. In terms of industry development, China is at the forefront of the world.

Lv Bin, vice president and general manager of Mushroom Car Federation, believes that the explosive growth of user demand has brought great challenges to the automobile industry during the accelerated development of intelligent networking technology. The realization of automotive intelligent networking requires the whole industry to get through the effective control between the underlying operating system and automotive hardware, and establish a rich and safe in-vehicle application service ecosystem at the upper level to meet the growing intelligent, scene-based and personalized vehicle demand of users.

The Internet of Vehicles involves automobile, electronics, information and communication, Internet, transportation and other industries, and is in a critical stage of accelerated development. The industry predicts that in 2020, the global car networking is expected to exceed the scale of 654.38+000 billion euros, of which China accounts for one third. The huge prospect of the car networking market is tempting, but it is actually a hard bone to chew. ?

A smart car not only integrates innovative technologies such as environmental awareness, intelligent decision-making, collaborative control, but also involves information interaction between cars, cars and roads, and cars and people. Simply put, in addition to the application of the upper layer, the integration of the underlying technologies of the Internet of Vehicles is more complicated, and it is necessary to break through the relevant core technologies.

First of all, at the communication level, the current network communication can drive the application of bicycle intelligence, but it involves the coordinated development of "car, road and cloud" and there are great challenges. The amount of data generated by the interaction between vehicles and infrastructure is much larger than that of man-machine interaction between bicycles, and the delay is strictly controlled below milliseconds. Moreover, the communication standards between industries are not unified.

Secondly, there are loopholes in the security system of the Internet of Vehicles. When a car is driving on the information expressway, it means that its security problems are exposed and it is very vulnerable to attacks by network hackers. Once a hacker has the opportunity to access, modify or destroy the software, it may cause an accident and cause casualties.

Furthermore, the car networking industry is an information island. The surface of the Internet of Vehicles is prosperous, the internal ecological enterprises are fragmented, and the systems cannot be interconnected, and the related software, hardware and applications have not been interconnected.

Finally, the business model is in the exploratory stage. At present, there are some problems in the business model of car networking, such as difficulty in making profits. The industrial chain of the Internet of Vehicles is complex and long. From hardware to software, from products to services, the profit model takes time to verify.

5G car networking ushered in a golden age?

2065438+June 2009, the Ministry of Industry and Information Technology officially issued 5G commercial licenses to China Telecom, China Mobile, China Unicom and China Radio and Television, which opened the first year of 5G commercialization in China. As one of the important application scenarios of 5G, the Internet of Vehicles has ignited a "small universe". In addition to bringing new application upgrades, 5G's high speed, large capacity, low latency and high reliability, combined with the depth of the Internet of Vehicles, help cars achieve a high degree of synergy among people, cars, roads and clouds.

Hao Fei admitted to Yiou Automobile that the topic of 5G is really hot, and there is a certain correlation between the car networking and the upgrade of communication technology. In addition to communication technology, the development of big data, artificial intelligence, human-computer interaction, sensors and other technical elements also determines the intelligence of the Internet of Vehicles in terms of service and interaction. However, judging from the generation development route of the Internet of Vehicles, its overall revolutionary breakthrough may not happen so soon in 2020. ?

The development of "industrial synergy" will become the main theme of the next stage of development. 20 19- 10, the C-V2X application test of "cross-chip module, cross-terminal, cross-vehicle, cross-security platform" was carried out for the first time in China, which released a positive signal. It is reported that the event gathered more than 20 Chinese and foreign vehicle manufacturers such as FAW, SAIC, BMW and Audi, as well as more than 30 chip module manufacturers, terminal equipment providers, security vendors and location service providers such as Huawei and ZTE, and the industry integration and innovation reached a new level.

In terms of testing, Chief Solution Architect, Strategy &; Wu Dongsheng, general manager of the brand, is optimistic. He believes that this year's "four spans" test is an application demonstration based on LTE-V2X, excluding 5G elements. The deep integration of the car networking industry and the 5G industry is the general trend. 5G will enrich the car networking business, and start the 5G car networking test and verification in 2020. ?

Lv Bin believes that the development prospect of China's automobile industry is very broad, and the Internet of Vehicles is the core path for the intelligent development of automobiles. Open integration will become the new normal of intelligent networked vehicle innovation and development. "In 2020, there are three core technologies behind the development of the car networking industry: communication technology represented by 5G, artificial intelligence and in-vehicle chips." ?

In the past century, the development of the Internet of Vehicles took the lead in putting forward new requirements for the reform of the automobile industry. In 2020, the Internet of Vehicles will still face a series of new challenges. Cars are always on the road, and the application innovation of car networking is always on the road.

Editor: Hao

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