جوانusersincreasinglyopentosmartvehicleoptions
Howshouldwerefertocarconnectivity? Atfirst,itwasknownasandquot;telematicsandquot;,aweirdnomenclaturecreatedbytheITindustrythroughthecombinationoftelecommunicationsplusinformatics.Itembracedcommunicationbetweendriversandthecallcentersoftheoriginalequipmentmanufacturers(orthirdparties)toobtainservicesorassistance,suchasreal-timetrafficinformation,roadsiderescue,andcardiagnostics. از همه مهمتر، carownersneededtopayannualfeesof500yuan($77) to1، 200yuanforsuchservices.
Earlythisdecade andquot؛ connectedcarsandquot؛ becamethetermofchoice asitreferredtonotonlythefunctionsoftelematics، butalsoV2V orV2X (خودرو به خودرو) (وسیله نقلیه به زیرساخت) توابع aimedatabetterdrivingsafetyandbettertrafficflows.
Butindustrypeoplequicklydecidedthisnamewasnotsexyenough, sotheystartedusingthephraseandquot; smartcarsandquot;. Thisreferstonotonlyconnectedcars butalsoautonomousdriving andincludesnew انرژی خودرو especiallyall electricvehicle، فن آوری.
Thelong-termvisionforsmartcarsis100percentautonomousdriving، togetherwithIntelligentTransportSystems، whichcanreleasepeoplefromtheburdenofdrivingandreducetrafficaccidents.
Therewillbefewercrashesandcollisions، sinceallvehicleswillbecontrolledbyamega matrixsystem، nothandledbyhumanbeings.
Ifthiscanberealizedin20to30yearsaspredicted theautoindustrywillbeturnedupsidedown.
Sincetherewillbenodrivers، therisksofanaccidentwillbesignificantlyreduced، andallthefeaturesusedtoattractcustomerstoday، suchasdrivability، دست زدن، andsafetyfeatureswillnolongerbesellingpoints.
Theحیاتیو #39; brainand #39;
Andifsafetyfeaturesarenolongeranimportantfeature therewillbenoneedtostamporlaserweldsuperstrongcarbodiesortopassstringentcollisiontests.
Thusthesafetytechnologybarrierswillbeloweredforcarmanufacturers.Themostimportantpartofthecarwillbetheandquot;brainandquot;,andtheembeddedTelematicsControlUnit,theandquot;brainandquot;,tofacilitateaccesstotheinternet.
GiantITcompaniessuchasGoogleorApplearebetterpositionedinthiskindoftechnologicalcompetition,sincetheyhaveexperienceofcomputerhardwareandsoftwareintegration,andofdevelopingalgorithms,whichareallvitalforautonomousdriving.
Traditionalcarcompaniesmayfindthemselveslosingtheircompetitiveedgequicklyovertime.
Tomakethingsworse carsharinghasbecomeverypopularamongtheyoungergeneration.
Itcanbeexpectedthatforyoungpeopleinbigcities, punctualandsafetransportationfrompoint-Atopoint-Bbyanautonomouscarwhenevertheysendarequestwillbecomethenormandowningacarwillbecomelessimportant.
Thislong termfutureisterrifyingforthetraditionalautoindustry، becausethatwillmeantheworldwillneedfewernewcarseachyear. Industryestimatessuggestthatinthenottoodistantfuture globalnewvehiclessaleswilldeclineby30to50percentfromtodayand #39; s80millionunits.
Whichwillbeabletoleveragetheiradvantagesinwhatwillbethenewsellingpoints ThatwillbeaccompaniedbynewcompetitorsintheformoftheIT/internetgiants. Fortraditionalautocompanies andquot؛ tobeornottobeandquot؛ isanexistentialquestionthatisbecomingevermorepertinent.
با این حال، fromtodayand #39; srealityoftraditionaltelematicsservicestothefuturein30years, thereisstillalongwaytogo. Mostglobalautocompanieshavestrategicplansorroadmapstotransitionintotechnologycompanies.
Duringthistransitionera، thekeywillbetograbthebigdataofthecarsanddriversfirst، andthentodevelopdifferentlevelsofautonomousdrivingtechnologies.
ThepreconditionforhavingaccesstobigdataistohaveanembeddedtelematicsTCUsysteminthecarfirst.
Todayand#39;sembeddedtelematicsserviceshavebeendevelopingformorethan10yearsinChinabutstill,theserviceslookmoreliketheicingonthecake,andcarownersdonotagreetheseandquot;servicesandquot;arenecessitiesfordriving. Sowhiletheywelcomethesenewfunctions theyfirmlyrefusetopayextraforthem. Thustheinstallationratioofembeddedtelematicsinnewcarswaslessthan10percentbytheendof2015.
جدیداتصالمسیرهای
Sinceconsumersrelyonandtrustthemapsontheirsmartphonesmorethanthemapsystem,recentlysmartphoneconnectivitysystemsthatuseacarand#39;sbuilt-indisplaysuchasAppleand#39;sCarPlayandBaiduand#39;sCarLifehavebecomepopularwithconsumersastheyallowthemapsonsmartphonestobeusedwithoutanyextraannualfees.Suchsystemsareexpectedbepartofmorethan80percentofnewcarsalesinfiveyears.
با این حال، aphoneconnectionsolutioncannotkeepthecaronlineallthetime، andsincetheyarethirdpartydevicestheycannotintegratewithavehicleand #39; اسکن BUSdeeplyenoughforautonomousdriving.
Therefore,fromanindustrypointofview,onlyanembeddedTCUsystemcandothejob.Atthesametime,automakersareplanningtoreducetheservicesprovidedbycallcentersandshiftinsteadtocloudsystemsformoreself-serviceexperiences,sothattheannualfeescanbereducedoreliminated.
ItisestimatedthatembeddedTCUsystemswillbeavailableinthecomingtwotothreeyearsfromallthetraditionalautomakers.
جالب توجه است، inthisregard، itisindustryneedsinsteadofconsumerdemanddrivingconnectedcarsandsmartcarsforward. AndpolicydoesnotplayamajorroleheresincetherearenoregulationsabouttelematicsincarsinChina(althoughtherearesomeinthecommercialvehiclesector).
Autonomousdrivingremainsattheexperimentalstageduetothetechnologycurrentlyavailableandthelegalrisksshouldtherebeanaccident,butmanystartupentrepreneursbackedbyventurecapitalhaveannouncedambitiousplanstoandquot;buildandquot;smartcars:electricvehicleswithadvanceddriverassistancesystemsandcarconnectionfeatures.
VCdarlings
Whiletheydonothaveexperienceofdevelopingormanufacturingcars theydohaveagoodunderstandingofhowtotellstoriestoventurecapitalists. Electriccarsaredefinitelyafavoriteforventurecapital های متصل و مستقل.
Notlongago onesmartcarcompanyand #39؛ sexecutiveinchargeofmanufacturingcomplainedinternally: andquot؛ Ihaveonlytwoquestions:first، whydoesthiscompanywanttomanufactureacarinthefirstplace؟ دوم, howwillitsellthiscartothemarket? Tilltoday, Idonand #39; tseeanyseriousdiscussionaboutthesetwoquestions! andquot;
بدیهی است، thisexecutiveisatraditionalcarguy؛ hedoesnotunderstandcapitalmarketrulesortrends.
با این حال، itand #39; s2016, not2046. WearenotintheidealdrivingenvironmentofIntelligentTransportSystemsyet,thereforemanufacturingsmartcarsstillhasthehighbarriersassociatedwithmanufacturingatraditionalcarasthegeneralassemblyprocesses,suchasstamping,weldingandcoating,cannotyetbebypassed. Agoodunderstandingofcapitalmarketsisfarfromenough.
Whetherbyatraditionalcarcompany, oranewstartuporanITcompany, thehopeistherewillbemoreandquot; quietandquot; smartcartechnologydevelopmentinChina; moredoingandlesstalk
