1. The ambiguity and rationality of a self-propelled startup company;
Abstract: It is a long-lasting test to plan the technological path and the direction of evolution, whether to integrate horizontally or vertically, and to cut into the existing supply chain ecosystem.
In the micro-network news (reporter/Sam Meng), on the track of the autopilot, there are both Google and GM singing talents, and a large number of start-up companies around the auto-driving industry chain have emerged one after another. According to incomplete statistics, In the area of research and development of automatic driving technology, there are more than 240 start-up companies in the world. Judging from the current and future challenges, the technical route and commercial landing are the key to determining the victory. How can it be achieved?
Future car positioning
Answering this question may be the first to understand the future of car positioning. Some experts believe that from the perspective of the evolution of mobile phones, mobile phones originally could only make phone calls, but after the appearance of APP, functions of mobile phones such as photographing, payment, social networking, and learning started. Separating from the mobile phone, the mobile phone becomes a platform. The car also has to follow a similar path. The future car will be deeply integrated with the AI and Internet lifestyle and evolve into a smart mobile terminal.
Therefore, on an overall level, it is necessary to solve the problem of autonomous driving. On the one hand, this may completely overturn the current car form. In Airbus’s vision of the future, the chassis is separated from the carriage in the future. Everyone has a carriage. From point A to point B, the AI operating system will automatically deploy a chassis near the front door of the house and configure a car on the chassis. This means that the current car structure will undergo a subversive redesign, such as The cockpit is gone, even the entire carriage is a display screen, etc. Advanced technology becomes a pusher.
This also raises another big issue. That is, car manufacturers have turned into travel service providers. Perhaps, only a few car-making factories like Foxconn in the world are busy making cars. The big news is the travel service providers who define cars. The architecture even personalized service.
On the other hand, in the eco-contention of car operating systems, application development around automobiles will also be very popular. When the development of applications on the car can be developed like a mobile phone APP, not a huge GPU + AI. Combine chips to achieve this, or to automate the engine of the landing time node.
Technical force
In terms of technical routes and core products, it is clear that, unlike large Internet companies such as BAT, domestic startups mostly focus their technology routes on certain software or hardware such as sensors, chips, and algorithms.
At the sensor level, millimeter-wave radars, lidars, and CMOS image sensors are constantly improving in terms of performance, cost, and power consumption. On the other hand, the fusion processing of these sensors is required from the current advanced driver assistance (ADAS) products. Will become a hot spot, who can take the lead in exerting the power of 'collective' who will have more dominance.
The focus of the chip lies in how to increase the computing power of automotive AI chips and reduce power consumption continuously. The speed of technology supply must match the speed of industrial development, and the required performance, power consumption, algorithm, and cost requirements must be matched in order to match. Eventually reaching the 'critical point' of autopilot, it becomes the 'burst point' of the chip.
In contrast, the maturity of the algorithm still needs to be improved. However, if the algorithm is stable for a long time, it will tend to be open source. In this period of time, it will always be found that the value of some algorithms is more marketable after the algorithm is open-sourced. The company acquires, while emerging new challenge algorithms need to overcome.
Of course, since we have embarked on the road of technology, we must plan the technological path and the direction of evolution, whether it is horizontal integration or vertical integration. It is to cut into the existing supply chain ecosystem or start another one. This is a lasting test.
Some analysts believe that the auto-driving market is forming a new business environment where giants and entrepreneurs dance and complement each other. Start-up companies with advantages in their vertical segment will gradually become a part of the supply chain of large-scale enterprises, ie, auto-piloting in the future. It will increasingly look like today's mobile phone industry. Entrepreneurs are paying more attention to various subdivided areas. Large-scale platform companies will integrate the promoters of these subdivided areas in the future.
The direction of the commercial landing
According to a research report, by 2050, the market size of driverless smart cars and mobile shared travel will reach 7 trillion US dollars, of which taxi services based on self-driving cars will reach 4 trillion US dollars. Express and commercial logistics services will Up to 3 trillion US dollars. Although the expectations and voices of the outside world are high, but in the case of so-called unicorns appearing frequently, and today's valuation has a serious bubble, how much these so-called start-up companies have in terms of revenue and profitability? Commercialization?
According to the analysis of Gasgoo.com, from the current market situation, start-up companies based on ADAS technology and products have hit the market first, and cooperated with OEMs and Tier 1 to directly load vehicles through front loading, which is obviously more Long-term running-in and cooperative cooperation; second, side-impact, retrofitting, retrofitting into the pre-installed circuitous route, and these companies have already obtained some market orders.
Another group of start-up companies that use autopilot as the ultimate direction of development will eventually plan to deploy autopilot technology in the field of travel. Such startups will use auto companies to produce relatively simple autopilot logistics or shared vehicles. Travel field and operate and maintain.
In the area of automatic driving, there are too many opportunities and radicalities. There are also many speculations and risks. However, it is easy to make quick money. To sail on this track, you must have independent innovation.
2.IC insights: IoT terminal applications The growth of IoT is the strongest;
According to the latest report from IC Insights, the total market value of the Internet of Things (IoT) market this year will look at 99.5 billion U.S. dollars, of which the highest growth rate is for the Internet of Vehicles market, which is expected to grow by 21.6% to US$4.5 billion. The CAGR of the field from 2016 to 2021 is expected to be 22.9%, which will be the most robust terminal application in the Internet of Things market.
IC insights expects that this year's total market value of the Internet of Things is expected to reach 93.9 billion U.S. dollars, of which the fastest growing market will be the Internet of Vehicles market, with a growth rate of 21.6% to US$4.5 billion. Secondly, industrial Internet of Things will rank second, growing. The rate was 17.7% to 35.9 billion U.S. dollars.
The third-highest smart home product is expected to grow 16% this year to 2.9 billion U.S. dollars. In addition, wearable products will increase by 12.4% year-on-year to 11.8 billion U.S. dollars. Smart City will grow 7% to 38.8 billion U.S. dollars. Said that smart cities include public infrastructure, such as roads, bridges, street lights, power plants and other facilities will introduce intelligent functions.
Looking ahead to 2021, Vehicular Networking is expected to be the leader in the growth of animal networking. IC insights predicts that from 2016 to 2021, the compound annual growth rate of the Vehicular Market will reach 22.9%, which will be the growth of the Internet of Things. Strong market.
According to IC insights, the reason why Vehicular Telematics will be regarded as the fastest growing market is due to the fact that cars are constantly improving their safety, and the positioning system, road condition prompts, driver assistance functions, and vehicle communication are all related to the Vehicular Network. , In addition, the telematics system also needs to use the Internet to receive messages, so it is optimistic that the market for the Internet of Vehicles will grow rapidly.
At the same time, IC Insights also revised its annual composite growth rate in the areas of industrial Internet of Things, wear, smart home applications, etc., of which the Industrial Internet of Things fell from the original forecast of 18.7% to 17.8%; wear decreased from 12.8% to 11.9%; Smart Home It dropped from 16.8% to 14.8%.
3. The explosion of the Internet of Vehicles! Taiwan IC design business opportunities are significant;
IC Insights, a research organization, is optimistic about the rapid growth of the Internet of Vehicles market, which includes sensors, wireless communications, driver assistance systems, and communications and entertainment. Taiwan’s IC design companies such as MediaTek, Rui Wei, and Wei Qi Power, Sunplus, VIA and other vendors have successively seized the layout, and have the opportunity to become beneficiaries after the rise of the Internet of Vehicles market.
The future of automobiles is expected to become more and more intelligent. From the perspective of traffic safety, cars have gradually been introduced into lane departures, and advanced driving assistance (ADAS) functions such as auto follow-up will be expected to become automatic driving in the future. The interior of the car is equipped with a part of the communication and entertainment system to integrate the Bluetooth function, so as to connect the mobile phone, the wearable device is becoming more and more popular. In the future, 5G functions will be expected to be added to allow the car to connect to the cloud to receive safety information and entertainment systems.
Taiwan's leading IC design leader in the joint-venture AUTUS vehicle front-end platform, including vehicle-carriage communications systems, automotive infotainment systems, millimeter-wave radar solutions, visual advanced driver assistance systems and other applications offensive car wafer market.
It is understood that MediaTek target Sword refers to the front loading market, but the pre-installation market certification period of up to 3 to 5 years, so the short term is difficult to see the car category to pay attention to revenue.
Realtek is advancing into the automotive field with its good Ethernet network. Since a large number of cars will be imported into the ADAS system in the future, it will receive a lot of external information. Therefore, it needs to be stable. The high-frequency transmission tools will transmit the data to the onboard processor. Operation.
It is understood that Ruiqi has successfully entered the front loading market and entered the European automobile brand market. It will start shipping a small quantity at the end of this year. It will inject heavy volume in the first half of next year. The industry is optimistic, Ruiqi is the Ethernet. Road Global Markets are the leading players. After entering the European brands, the future will have the opportunity to win other auto brands again, driving Raychem's business growth.
As for Weidian, it chose to attack ADAS and successfully entered the commercial vehicle and car market with smart lens processors. It is expected that output volume will be expected to start before the end of this year; Sunplus will have a communication and entertainment system for automotive applications at ADAS. Ink, now working together with Baidu to build a vehicle communications and entertainment system, is expected to enter the Chinese automotive market in the future.
After the successful transition, VIA has also actively entered various fields with artificial intelligence. Now it has successfully entered the Chinese mainland bus market with automatic driving platform. VIA also has layout in machine vision, and can integrate products into the vehicle platform. The detection of surrounding vehicles and other objects makes the operation bright.
(Business Times)
4. Digitize each car Huawei releases the OceanConnect car networking platform
Huawei announced the OceanConnect Connected Vehicles platform at the 2018 International Consumer Electronics Information and Communication Expo (CEBIT 2018) in Hannover, Germany. It is committed to driving the intelligent networking of vehicles, the service transformation of depots, and the intelligent evolution of traffic.
Ma Haixu, President of Huawei Cloud Core Network Product Line (left), announces the OceanConnect car networking platform.
Car networking leads to the deep integration of ICT with the automotive industry. The car networking platform is the key ICT infrastructure that drives the digital transformation of car companies. It is the “digital engine” of the intelligent network car, and the Huawei OceanConnect car networking platform provides “four enablers for the transformation of car companies”. Can": link enable, data enable, ecology enable and evolution enable.
Connection: Provide safe and reliable connection for vehicles, support billion-level mass connection and millions of high concurrency; Through the globally accessible public cloud deployment capability, meet the global operation needs of vehicle enterprises.
Data: Through the collection and analysis of vehicle big data such as vehicle conditions and driving behaviors, digital portraits of people and cars are implemented on the cloud. Intelligent vehicle content distribution and service recommendation are enabled through precise vehicle owner driving behavior and travel scene analysis. .
Ecology: Separating the structure of data and business, helping car companies to control digital assets, bringing together third-party content and application ecology, and building an ecosystem centered on car companies.
Evolution: The V2X platform and the V2X are developed collaboratively, from smart bicycles to cars, roads and smart intelligence, enable future intelligent transportation, and improve the overall safety and efficiency of social transportation.
Ma Haixu, president of Huawei's cloud core network product line, said in his speech: “The car networking will lead to the deep integration of ICT with the automotive industry, realize digital car and intelligent services, and support the transformation and transformation of the automotive industry. The platform is an important part of the car network, Huawei It is committed to building a smart world of people, vehicles, roads, and Internet of Things, becoming the preferred strategic partner for global car companies."
Up to now, Huawei and PSA Peugeot Citroen have built the world's largest pre-loaded vehicle networking project. The first DS 7 model based on Huawei's OceanConnect car networking platform has been launched in China and Europe to provide consumers with innovative travel services.
In addition, with China FAW Group and GAC Group in strategic cooperation and joint innovation in the field of car networking, in the future, Huawei will continue to deepen the field of car networking and promote the digital transformation of the industry. CTIMES