Mladáusersincreasinglyopentosmartvehicleoptions
Howshouldwerefertocarconnectivity? Atfirst,itwasknownasandquot;telematicsandquot;,aweirdnomenclaturecreatedbytheITindustrythroughthecombinationoftelecommunicationsplusinformatics.Itembracedcommunicationbetweendriversandthecallcentersoftheoriginalequipmentmanufacturers(orthirdparties)toobtainservicesorassistance,suchasreal-timetrafficinformation,roadsiderescue,andcardiagnostics. Je důležité carownersneededtopayannualfeesof500yuan($77) 1, 200yuanforsuchservices.
Earlythisdecade, andquot; connectedcarsandquot; becamethetermofchoice, asitreferredtonotonlythefunctionsoftelematics, butalsoV2V (vozidly) orV2X (vozidlo infrastruktura) funkce, aimedatabetterdrivingsafetyandbettertrafficflows.
Butindustrypeoplequicklydecidedthisnamewasnotsexyenough, sotheystartedusingthephraseandquot; smartcarsandquot;. Thisreferstonotonlyconnectedcars, butalsoautonomousdriving, andincludesnew energie vozidlo, especiallyall-electricvehicle, technologie.
Dlouhý termvisionforsmartcarsis100percentautonomousdriving, togetherwithIntelligentTransportSystems, whichcanreleasepeoplefromtheburdenofdrivingandreducetrafficaccidents.
Therewillbefewercrashesandcollisions, sinceallvehicleswillbecontrolledbyamega-matrixsystem, nothandledbyhumanbeings.
Ifthiscanberealizedin20to30yearsaspredicted, theautoindustrywillbeturnedupsidedown.
Sincetherewillbenodrivers, therisksofanaccidentwillbesignificantlyreduced, andallthefeaturesusedtoattractcustomerstoday, suchasdrivability, manipulace, andsafetyfeatureswillnolongerbesellingpoints.
Vživotně důležitéa #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.
Nicméně fromtodayand #39; srealityoftraditionaltelematicsservicestothefuturein30years, thereisstillalongwaytogo. Mostglobalautocompanieshavestrategicplansorroadmapstotransitionintotechnologycompanies.
Duringthistransitionera, thekeywillbetograbthebigdataofthecarsanddriversfirst, andthentodevelopdifferentlevelsofautonomousdrivingtechnologies.
ThepreconditionforhavingaccesstobigdataistohaveanembeddedtelematicsTCUsysteminthecarfirst.
Todayand#39;sembeddedtelematicsserviceshavebeendevelopingformorethan10yearsinChinabutstill,theserviceslookmoreliketheicingonthecake,andcarownersdonotagreetheseandquot;servicesandquot;arenecessitiesfordriving. Sowhiletheywelcomethesenewfunctions, theyfirmlyrefusetopayextraforthem. Thustheinstallationratioofembeddedtelematicsinnewcarswaslessthan10percentbytheendof2015.
Novémožnosti připojenícesty
Sinceconsumersrelyonandtrustthemapsontheirsmartphonesmorethanthemapsystem,recentlysmartphoneconnectivitysystemsthatuseacarand#39;sbuilt-indisplaysuchasAppleand#39;sCarPlayandBaiduand#39;sCarLifehavebecomepopularwithconsumersastheyallowthemapsonsmartphonestobeusedwithoutanyextraannualfees.Suchsystemsareexpectedbepartofmorethan80percentofnewcarsalesinfiveyears.
Nicméně aphoneconnectionsolutioncannotkeepthecaronlineallthetime, andsincetheyarethirdpartydevicestheycannotintegratewithavehicleand #39; sCAN-BUSdeeplyenoughforautonomousdriving.
Therefore,fromanindustrypointofview,onlyanembeddedTCUsystemcandothejob.Atthesametime,automakersareplanningtoreducetheservicesprovidedbycallcentersandshiftinsteadtocloudsystemsformoreself-serviceexperiences,sothattheannualfeescanbereducedoreliminated.
ItisestimatedthatembeddedTCUsystemswillbeavailableinthecomingtwotothreeyearsfromallthetraditionalautomakers.
Je zajímavé inthisregard, itisindustryneedsinsteadofconsumerdemanddrivingconnectedcarsandsmartcarsforward. AndpolicydoesnotplayamajorroleheresincetherearenoregulationsabouttelematicsincarsinChina(althoughtherearesomeinthecommercialvehiclesector).
Autonomousdrivingremainsattheexperimentalstageduetothetechnologycurrentlyavailableandthelegalrisksshouldtherebeanaccident,butmanystartupentrepreneursbackedbyventurecapitalhaveannouncedambitiousplanstoandquot;buildandquot;smartcars:electricvehicleswithadvanceddriverassistancesystemsandcarconnectionfeatures.
VCmiláčkové
Whiletheydonothaveexperienceofdevelopingormanufacturingcars, theydohaveagoodunderstandingofhowtotellstoriestoventurecapitalists. Připojení, autonomní, electriccarsaredefinitelyafavoriteforventurecapital.
Notlongago, onesmartcarcompanyand #39; sexecutiveinchargeofmanufacturingcomplainedinternally: andquot; Ihaveonlytwoquestions:first, whydoesthiscompanywanttomanufactureacarinthefirstplace? Druhé, howwillitsellthiscartothemarket? Tilltoday, Idonand #39; tseeanyseriousdiscussionaboutthesetwoquestions! andquot;
Je zřejmé, thisexecutiveisatraditionalcarguy; hedoesnotunderstandcapitalmarketrulesortrends.
Však jej #39; s2016, not2046. WearenotintheidealdrivingenvironmentofIntelligentTransportSystemsyet,thereforemanufacturingsmartcarsstillhasthehighbarriersassociatedwithmanufacturingatraditionalcarasthegeneralassemblyprocesses,suchasstamping,weldingandcoating,cannotyetbebypassed. Agoodunderstandingofcapitalmarketsisfarfromenough.
Whetherbyatraditionalcarcompany, oranewstartuporanITcompany, thehopeistherewillbemoreandquot; quietandquot; smartcartechnologydevelopmentinChina; moredoingandlesstalk
