Controversy over the entrance of Internet of Vehicles

Editor Hao

Smart cars are another big traffic portal after smart phones.

The alliance between traditional enterprises and the Internet of Vehicles is becoming more and more normal. Recently, Shanghai Taibo won the B round strategic investment of Xiaomi Group. In the past few years, Taber and Xiaomi Group have had many in-depth communication. In this investment, Xiaomi invests in Taber as a strategic investor, and the two sides will cooperate in all aspects such as software, hardware and voice multi-scene interaction.

Coincidentally, Yiou Automobile learned from Zebra.com that it has established in-depth cooperation with Midea Group and 360 Group based on car home Internet of Things.

In recent years, with the rapid development and popularization of the smart car industry, the Internet of Vehicles, as the technical foundation of smart cars, is one of the important platforms to realize the intelligent connection of everything. The new vision of traditional enterprises has been opened, and cars have become new intelligent hardware, bearing no less market value than smart phones. According to an Accenture survey, 7 1% of the respondents want to have vehicle life cycle management services, and 35% of the respondents want to get private butler-style car networking services.

Orient securities said that the Internet of Vehicles has become one of the important scenarios for the implementation of 5G, and it is expected to become a key policy support field in the future. With the continuous implementation and improvement of industrial policies and the release of new products of related Internet giants and communication giants, the car networking industry is accelerating towards maturity and the prosperity will continue to improve.

Traditional Internet companies have almost carved up the mobile Internet market. As a new business battlefield, the competition of car networking has just begun.

Internet of Vehicles/123rf.com.cn

Admission dispute

History is always strikingly similar.

In the turbulent era of mobile Internet, as an important carrier of its development, the value of smart phones is comparable to the development of computers to the Internet. Facing the great opportunity of the development of mobile Internet, traditional Internet companies have stepped in, and new enterprises have sprung up like mushrooms after rain, all of which have turned their attention to smart phones, accelerating the development of cmnet industry.

Today, history repeats itself.

Smart cars are equipped with advanced sensors, controllers, actuators and other equipment. At the same time, using new technologies such as information and communication, Internet, big data, cloud computing, artificial intelligence, etc., some or all automatic driving functions are realized. Cars have gradually changed from simple means of transportation to intelligent mobile space. From the perspective of the car networking industry chain alone, it is a trillion-dollar market.

McKinsey predicts that the market size of smart cars will reach $65,438+$0.9 trillion in 2025, while Morgan Stanley estimates that 60% of the value of self-driving cars in the future will come from software. Huawei also recently said that 70% of the future car value will not be in the traditional body and chassis, but in the software of autonomous driving and the technology of calculation and connection.

From traditional enterprises to internet giants to innovative enterprises, everyone is competing for the traffic entrance of the Internet of Vehicles, and the industrial competition has become particularly fierce. As the soul of intelligent hardware, the car networking operating system plays an important role in smart cars. It carries applications, including entertainment, maps, information and so on. The lower layer is connected with communication network, vehicle perception and other systems.

Watchmaker/Yiou Automobile Commercial Analyst He Qi

Embracing the Internet of Vehicles gives you the opportunity to share the huge traffic value brought by smart cars. At this point, BAT has formed a three-legged trend.

20 15 is a crucial year for internet giants to enter the internet of vehicles. For example, Baidu released CarLife and announced its official entry into the Internet of Vehicles. At the same time, Ali and SAIC invested 654.38 billion yuan to set up a zebra network to jointly build an internet car; Tencent and Chang 'an Auto Incubation have set up a car networking division in addition to the Indus Car Association.

With the maturity of the in-vehicle system, BAT began to develop small programs and moved its own small program ecology to the car. BAT's incoming car networking is to regard the car as the future traffic portal, and the car applet is actually a tool for BAT to compete for car-side traffic. From the bottom operating system to today's small program "getting on the bus", the competition among Internet companies has risen directly from 2B to 2C.

In different times, everyone is looking for a shortcut to the business core, and the entrance to the Internet of Vehicles era has been opened.

Internet of Everything/123rf.com.cn

The runway became crowded.

Huawei, which "does not build cars", is more high-profile than any car company.

Huawei takes a technical route in car networking, focusing on five aspects: intelligent driving, intelligent cockpit, intelligent electric, intelligent networking and intelligent Che Yun. From technology to ecology, Huawei is pervasive in the field of smart cars, holding HarmonyOS System and HiCar, and establishing a "5G car ecosystem" with 18 car companies. Huawei is one step closer to becoming a supplier of "incremental components".

Recently, after the traditional ICT manufacturers entered the Internet of Vehicles, Xiaomi strategically invested in Taber Internet of Vehicles, which attracted the attention of the industry.

Lei Jun, founder of Xiaomi and chairman and CEO of Xiaomi Group, is extremely interested in the track of car networking. He believes that the Internet of Vehicles is an important part of future technology, and cars are also the most important intelligent terminals in people's lives in the future.

In 2020, when Xiaomi was founded ten years ago, it carried out a strategic upgrade and added 5G+AIoT super Internet outlets. Like Huawei, Xiaomi hopes to connect Xiaomi's intelligent hardware with smart cars through the mobile phone and car networking system. Through the connection process of "from people to things" and "from people to people", the connection of "things and things" is finally realized.

Ying Yilun, the founder of Taber, believes that in the future Internet of Everything era, vehicles will become mobile centers, and cars can not only connect people, but also connect cars, smart homes and even smart cities and life services in the future.

In addition to injecting capital into Taber, Xiaomi also directly invested 400 million US dollars in Xpeng Motors last year. It is reported that Xiaomi and Xpeng Motors have conducted in-depth cooperation in the interoperability between smart phones and smart cars.

It's not just Xiaomi who wants to get through the "person-car-home" interconnection. The cross-border layout of car enterprises, car networking and home appliance enterprises to create an "automobile+smart home" IoT ecosystem is in the ascendant.

Recently, Midea has established cooperation with Zebra Network, and launched in-depth cooperation based on car home Internet of Things. From the back of Midea's hand-in-hand zebra Zhixing, we can see that in the layout of smart home, it is no longer limited to the supply chain and sales channels of the industry, but through cross-border integration with the Internet of Vehicles, to create a smart home entrance.

It is understood that as early as 20 16, Midea announced at its smart home achievement conference that it had reached the first strategic cooperation application of smart home and car networking application in China with Shanghai GM Anjixing to realize the intelligent interconnection of "people-car-life".

Orient securities said that the Internet of Vehicles has become one of the important scenarios for the implementation of 5G, and it is expected to become a key policy support field in the future. With the continuous implementation and improvement of industrial policies and the release of new products of related Internet giants and communication giants, the car networking industry is accelerating towards maturity and the prosperity will continue to improve.

With the awakening of traditional enterprises, the car networking competition track will also become more crowded.

Ecological win-win situation

At present, the Internet of Vehicles is on the eve of scale explosion, and the Internet of Everything is about to open a new era of people's lives.

In February this year, the National Development and Reform Commission and other 1 1 departments jointly issued the "Smart Car Innovation and Development Strategy", which made a detailed plan for the development of smart cars in China: in 2025, the technological innovation, industrial trends, infrastructure, regulatory standards, product supervision and network security systems of standard smart cars in China will basically take shape; From 2030 to 2050, China's standard smart car system will be fully completed, and smart cars will fully meet the people's growing needs for a better life.

Driven by national policies, the Internet of Vehicles has released a new round of growth opportunities.

Intelligent network/123rf.com.cn

Fu Yongbao, a researcher at the Software Industry Department of the Ministry of Industry and Information Technology, said that the Internet of Vehicles is an important carrier of industrial technology software in the automobile industry, which will promote the transformation and upgrading of China's automobile manufacturing industry in the direction of digitalization, networking and intelligence, thus achieving more innovation breakthroughs and leapfrog development of the industry.

In the view of Yiou Automobile, while accelerating the restructuring of the global automobile industry, the Internet of Vehicles is also deepening the cross-border integration of all walks of life. In order to realize the real vision of the Internet of Vehicles, cross-border alliances in different industries are essential, because the Internet of Vehicles will not leave a company with the opportunity to "fly alone".

From last year's first C-V2X application exhibition of "cross-chip module, cross-terminal, cross-vehicle and cross-security platform" in China, it can be seen that more than 20 Chinese and foreign vehicle manufacturers, such as FAW, SAIC, Dongfeng, BMW and Audi, have conducted drills with more than 30 chip module manufacturers, terminal equipment manufacturers, security manufacturers and location service providers. It can be seen that the car networking industry can't do it alone.

A "hello, zebra! Turn on the lights in the living room, turn on the air conditioner in the living room, turn on the humidifier ... ",the seemingly simple voice operation is behind the close integration of different ecology and technologies among traditional electrical appliance manufacturers, car networking companies and car companies, which has created convenience for life and travel, and everyone has achieved a win-win situation.

At present, from the perspective of upper-level applications, Internet companies and traditional intelligent hardware manufacturers have built a solid ecological barrier for themselves in the form of alliances, hoping to occupy a place in the car networking industry, control traffic portals, and continue the advantages of the mobile Internet era.

Intelligent and networked upgrading of automobiles is the general trend, and in the era of smart cars, collaborative innovation and win-win cooperation are the only way out. At present, the competition pattern will intensify around the dispute over the entrance of the Internet of Vehicles.

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