Youngusersincreasinglyopentosmartvehicleoptions
Howshouldwerefertocarconnectivity? Atfirst,itwasknownasandquot;telematicsandquot;,aweirdnomenclaturecreatedbytheITindustrythroughthecombinationoftelecommunicationsplusinformatics.Itembracedcommunicationbetweendriversandthecallcentersoftheoriginalequipmentmanufacturers(orthirdparties)toobtainservicesorassistance,suchasreal-timetrafficinformation,roadsiderescue,andcardiagnostics. Wichtiger ist, carownersneededtopayannualfeesof500yuan($77) 1, 200yuanforsuchservices.
Earlythisdecade, Andquot; Connectedcarsandquot; Becamethetermofchoice, Asitreferredtonotonlythefunctionsoftelematics, butalsoV2V (Fahrzeug)-orV2X (Fahrzeug-Infrastruktur) Funktionen, Aimedatabetterdrivingsafetyandbettertrafficflows.
Butindustrypeoplequicklydecidedthisnamewasnotsexyenough, Sotheystartedusingthephraseandquot; Smartcarsandquot;. Thisreferstonotonlyconnectedcars, Butalsoautonomousdriving, Andincludesnew-Energie-Fahrzeug, Especiallyall-Electricvehicle-Technologie.
Long-termvisionforsmartcarsis100percentautonomousdriving, TogetherwithIntelligentTransportSystems, Whichcanreleasepeoplefromtheburdenofdrivingandreducetrafficaccidents.
Therewillbefewercrashesandcollisions, Sinceallvehicleswillbecontrolledbyamega-Matrixsystem, Nothandledbyhumanbeings.
Ifthiscanberealizedin20to30yearsaspredicted, Theautoindustrywillbeturnedupsidedown.
Sincetherewillbenodrivers, Therisksofanaccidentwillbesignificantlyreduced, Andallthefeaturesusedtoattractcustomerstoday, Suchasdrivability, Handhabung, Andsafetyfeatureswillnolongerbesellingpoints.
Diewichtigund #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.
ThatwillbeaccompaniedbynewcompetitorsintheformoftheIT/Internetgiants, Whichwillbeabletoleveragetheiradvantagesinwhatwillbethenewsellingpoints. Fortraditionalautocompanies, Andquot; Tobeornottobeandquot; Isanexistentialquestionthatisbecomingevermorepertinent.
Jedoch Fromtodayand #39; srealityoftraditionaltelematicsservicestothefuturein30years, Thereisstillalongwaytogo. Mostglobalautocompanieshavestrategicplansorroadmapstotransitionintotechnologycompanies.
Duringthistransitionera, Thekeywillbetograbthebigdataofthecarsanddriversfirst, Andthentodevelopdifferentlevelsofautonomousdrivingtechnologies.
ThepreconditionforhavingaccesstobigdataistohaveanembeddedtelematicsTCUsysteminthecarfirst.
Todayand#39;sembeddedtelematicsserviceshavebeendevelopingformorethan10yearsinChinabutstill,theserviceslookmoreliketheicingonthecake,andcarownersdonotagreetheseandquot;servicesandquot;arenecessitiesfordriving. Sowhiletheywelcomethesenewfunctions, Theyfirmlyrefusetopayextraforthem. Thustheinstallationratioofembeddedtelematicsinnewcarswaslessthan10percentbytheendof2015.
NeuKonnektivitätPfade
Sinceconsumersrelyonandtrustthemapsontheirsmartphonesmorethanthemapsystem,recentlysmartphoneconnectivitysystemsthatuseacarand#39;sbuilt-indisplaysuchasAppleand#39;sCarPlayandBaiduand#39;sCarLifehavebecomepopularwithconsumersastheyallowthemapsonsmartphonestobeusedwithoutanyextraannualfees.Suchsystemsareexpectedbepartofmorethan80percentofnewcarsalesinfiveyears.
Jedoch, Aphoneconnectionsolutioncannotkeepthecaronlineallthetime, Andsincetheyarethirdpartydevicestheycannotintegratewithavehicleand #39; sCAN-BUSdeeplyenoughforautonomousdriving.
Therefore,fromanindustrypointofview,onlyanembeddedTCUsystemcandothejob.Atthesametime,automakersareplanningtoreducetheservicesprovidedbycallcentersandshiftinsteadtocloudsystemsformoreself-serviceexperiences,sothattheannualfeescanbereducedoreliminated.
ItisestimatedthatembeddedTCUsystemswillbeavailableinthecomingtwotothreeyearsfromallthetraditionalautomakers.
Interessanterweise, Inthisregard, Itisindustryneedsinsteadofconsumerdemanddrivingconnectedcarsandsmartcarsforward. AndpolicydoesnotplayamajorroleheresincetherearenoregulationsabouttelematicsincarsinChina(althoughtherearesomeinthecommercialvehiclesector).
Autonomousdrivingremainsattheexperimentalstageduetothetechnologycurrentlyavailableandthelegalrisksshouldtherebeanaccident,butmanystartupentrepreneursbackedbyventurecapitalhaveannouncedambitiousplanstoandquot;buildandquot;smartcars:electricvehicleswithadvanceddriverassistancesystemsandcarconnectionfeatures.
VCLieblinge
Whiletheydonothaveexperienceofdevelopingormanufacturingcars, Theydohaveagoodunderstandingofhowtotellstoriestoventurecapitalists. Verbunden, autonome, Electriccarsaredefinitelyafavoriteforventurecapital.
Notlongago, Onesmartcarcompanyand #39; Sexecutiveinchargeofmanufacturingcomplainedinternally: Andquot; Ihaveonlytwoquestions:first, Whydoesthiscompanywanttomanufactureacarinthefirstplace? Zweite, Howwillitsellthiscartothemarket? Tilltoday, Idonand #39; Tseeanyseriousdiscussionaboutthesetwoquestions! Andquot;
Natürlich Thisexecutiveisatraditionalcarguy; Hedoesnotunderstandcapitalmarketrulesortrends.
Jedoch Itand #39; s2016, not2046. WearenotintheidealdrivingenvironmentofIntelligentTransportSystemsyet,thereforemanufacturingsmartcarsstillhasthehighbarriersassociatedwithmanufacturingatraditionalcarasthegeneralassemblyprocesses,suchasstamping,weldingandcoating,cannotyetbebypassed. Agoodunderstandingofcapitalmarketsisfarfromenough.
Whetherbyatraditionalcarcompany, OranewstartuporanITcompany, Thehopeistherewillbemoreandquot; Quietandquot; SmartcartechnologydevelopmentinChina; moredoingandlesstalk
