Relationship spectrum of autonomous driving industry chain

Atlas of the relationship between autonomous driving industry chain

Autonomous driving is on a global scale, and the participation of the industrial chain is extremely extensive.

Autonomous driving requires the alliance of all participants in the industrial chain from the high difficulty of technology itself, the extensive degree of resource integration, the diversity of application scenarios and the richness of resources that need to be invested.

The following map of the global autonomous driving industry chain can facilitate practitioners to better understand the relationship between companies in the autonomous driving industry chain. (Of course, some companies no longer exist, such as Drive.ai)

From the perspective of the countries covered, it covers countries such as the United States, China, Germany, Japan, and South Korea where the autonomous driving industry is booming;

From the perspective of the types of enterprises covered, Toyota, Volkswagen, Daimler, Ford, Volvo, Hyundai and so on. , covering traditional car companies; Tesla, Weilai, etc. They are building new strength; Internet giants such as Google Waymo and Tencent, suppliers such as Bosch and Denso;

From the enterprise stage covered, it covers listed companies, mature enterprises, developing enterprises and start-ups and so on;

In terms of the integrity of the industrial chain, it covers vehicle manufacturers, parts companies, chip companies, sensor companies, full-stack solution providers, map providers, commercial application scenarios, etc.

Companies in the above fields have formed an extremely complicated cooperative relationship. You have me and I have you, and the industrial chain is closely coordinated. By studying the above diagram, we may find new opportunities for cooperation.

For example, through the analysis of each alliance or partner, it is easy to know which partner is still lacking in a certain aspect, and this is the opportunity for companies in this field to join the alliance or partner.

In the field of Internet in China, we have seen how Ali and Tencent expand their ecological circle while benchmarking and making related mergers and acquisitions. For companies that want to be part of the giant ecosystem, such opportunities may need to be seriously considered.

In the field of Internet, we have also seen many companies miss the opportunity to become a part of the giant ecosystem and finally go bankrupt.

In the field of autonomous driving, such alliances or cooperation may be more obvious in the future. As can be seen from the above atlas, the development of autonomous driving in the world is more obvious, which is both an opportunity and a crisis for industry participants, depending on how to grasp it.