[?Yiou Introduction?]?On the eve of the outbreak of 5G, competition in the Internet of Vehicles from technology to ecology is intensifying.
Author丨He Qi
Editor丨Hao Qiuhui
Driven by both policy and technology, the Internet of Vehicles has entered the fast lane of development. In December 2018, the "Internet of Vehicles (Intelligent Connected Vehicles) Industry Development Action Plan" issued by the Ministry of Industry and Information Technology pointed out that by 2020, the penetration rate of Internet of Vehicles users will reach more than 30%; in September 2019, the Central Committee of the Communist Party of China, The State Council issued the "Outline for Building a Powerful Transportation Nation", proposing to strengthen the research and development of intelligent connected vehicles (smart cars, autonomous driving, and vehicle-road collaboration) to form an independent, controllable and complete industrial chain. ?
The Internet of Vehicles is an important process for upgrading traditional cars into smart cars, and technology integration is an important means to achieve upgrades. From the perspective of the specific functions of the Internet of Vehicles, in addition to having a core set of in-vehicle systems, with the integration of AI and big data, it can also realize intelligent voice interaction, advanced assisted driving, vehicle-road collaboration, etc. in the cabin to satisfy people's various needs. Linkage of travel scenarios. ?
The Internet of Vehicles industry chain is long and has rich industrial roles, such as upstream chip players, OEMs, software developers, terminal equipment manufacturers, as well as application platforms, communication operators, etc. Software-defined cars have gradually become industry knowledge, and the century-old traditional automobile industry chain is being reshaped.
2019 is a critical year for the development of the Internet of Vehicles.
The dispute between giants
With the change of technology, the potential of the Internet of Vehicles market is gradually released. In the face of the trillion-level "big cake", new disruptors continue to sneak in.
According to a report jointly released by the Institute of Electrical and Electronics Engineers and IHS Consulting, in the early 1980s, the electronic system of an ordinary car only had 50,000 lines of software code, but now a high-end car has The number of lines of software code has exceeded 65 million. At the end of May 2019, Huawei, which “never builds cars”, officially established the Smart Car Solutions BU, which is positioned to provide enterprise customers with ICT components and solutions for smart cars. Overall, Huawei will continue its business accumulation in the ICT industry and play the role of an enabler in meeting the upgrade needs of car companies in areas such as intelligent connectivity and autonomous driving. On December 29, Huawei and New Baojun officially released the first mass-produced car equipped with HUAWEI HiCar - the New Baojun RC-6, marking the first time that Huawei's ecosystem has entered mass-produced models. ?
Earlier, Internet giants such as BAT have tied up with traditional OEMs to jointly build an Internet of Vehicles ecosystem and launch their own unique products, such as the Zebra Network created by SAIC and Alibaba, and Tencent and Wutong Automobile Alliance is incubated by Changan Automobile. There are also PATEO, which has been deeply involved in the Internet of Vehicles. It has currently cooperated with more than 30 domestic and foreign car companies and brands. In 2019, it launched the "Qing Mobile Portable Internet of Vehicles", aiming to turn mobile phones into car computers. ?
In addition to binding with traditional OEMs, BAT giants have also laid out their own Internet of Vehicles positions, such as Momogu Auto Network led by Tencent and Baidu’s intelligent driving business group. ?
However, on August 28, SAIC and Alibaba announced a strategic reorganization of Banma Network and YUNOS. After the reorganization, Alibaba became the largest shareholder of Zebra Network, and the overall knowledge system and business of YUNOS operating system were injected into Zebra. This means that Zebra already has the ownership and right to use the underlying architecture code of YUNOS. In order to better transfer related technologies of Alibaba's YUNOS operating system to Zebra Network, Alibaba established Banma Intelligence in Hangzhou to further provide technical support for the development of Banbra Network.
Hao Fei, CEO of Banma Network, told Yiou Auto that in 2019, the Internet of Vehicles has completely jumped out of the category of homogeneous online infotainment functions. At the same time, OEMs are actively deploying their own travel service strategies and implementing digital transformation. Therefore, intelligent connectivity must serve the transformation strategies of car companies, build a smart travel service ecosystem, and meet the needs of users in travel scenarios. The Internet of Vehicles has become the key to the transformation of traditional car companies.
In the process of digital transformation, Volkswagen plans to create a separate software department, which will have about 5,000 digital experts by 2025. Volkswagen is not the only car company to make drastic reforms. In July 2019, Great Wall Motors released the GTO global smart ecological strategy at the Haval Center in Baoding, and formally signed ecological cooperation agreements with Internet giants Tencent, Alibaba, and Baidu. At the same time, it also signed ecological cooperation agreements with China's three major Communication operators China Telecom, China Unicom, China Mobile, as well as Huawei and Qualcomm have launched ecological cooperation. From the entry of giants to the digital awakening of traditional car companies, the Internet of Vehicles is ushering in a booming development trend.
Is core technology in urgent need of development?
Recently, the China Communications Society released a research report "White Paper on Intellectual Property Rights of Internet of Vehicles". According to data provided in the white paper, as of September 2019, there were a total of 114,587 patent applications in the global field of Internet of Vehicles, with the United States accounting for 30% and China ranking second with 25%. In terms of industry development, China is at the forefront of the world.
Lu Bin, Vice President and General Manager of Operations of Momogu AutoLink, believes that in the period of accelerated development of intelligent network technology, the explosive growth of user demand has brought huge challenges to the automotive industry. The realization of automobile intelligent networking requires the entire industry to be based on effective control between the underlying operating system and automobile hardware, and to establish a rich and safe in-vehicle application service ecosystem at the upper level to meet users' needs for intelligent, scenario-based and personalized vehicles. ation’s growing demand.
The Internet of Vehicles involves many industries such as automobiles, electronics, information communications, Internet, and transportation, and is at a critical stage of accelerated development. The industry predicts that the global Internet of Vehicles is expected to exceed 100 billion euros in 2020, and China will account for one-third. The prospect of the huge Internet of Vehicles market is attractive, but in fact it is a difficult nut to crack. ?
A smart car not only incorporates innovative technologies such as environmental perception, intelligent decision-making, and collaborative control, but also involves information interaction between vehicles, vehicles and roads, and vehicles and people. To put it simply, regardless of the upper-layer applications, the integration of the underlying technologies of the Internet of Vehicles is more complicated, and related core technologies are in urgent need of breakthroughs. First of all, at the communication level, current network communications can drive intelligent bicycle applications, but there are huge challenges when it comes to the coordinated development of "vehicles, roads, and clouds." The amount of data generated by the interaction between vehicles and vehicles and infrastructure is much greater than the human-computer interaction of bicycles, and the delay is strictly controlled at the millisecond level. Moreover, communication standards among industries have not yet been unified. Secondly, there are loopholes in the security system of the Internet of Vehicles. When a car runs on the information highway, it means that its security issues are exposed and it is very vulnerable to cyber hacker attacks. Once hackers have the opportunity to access, modify or destroy the software, it may cause accidents and cause casualties. Furthermore, the Internet of Vehicles industry is an information island. The Internet of Vehicles is prosperous on the surface, but internal ecological enterprises operate independently, systems cannot communicate with each other, and the related software, hardware, and applications involved are not yet interconnected. Finally, the business model is in the exploratory stage. At present, the Internet of Vehicles business model has problems such as difficulty in making profits. The Internet of Vehicles industry chain is complex and lengthy, from hardware to software, from products to services, and the profit model will take time to verify.
Is the 5G Internet of Vehicles ushering in a golden era?
In June 2019, the Ministry of Industry and Information Technology officially issued 5G commercial licenses to China Telecom, China Mobile, China Unicom, and China Radio and Television, opening up China’s 5G The first year of commercial use. As one of the important application scenarios of 5G, the Internet of Vehicles has already ignited the "small universe". In addition to bringing new application upgrades, 5G's high speed, large capacity, low latency and high reliability, when deeply integrated with the Internet of Vehicles, will help cars achieve a high degree of collaboration among "people, vehicles, roads and clouds".
Hao Fei admitted to Yiou Automobile that the topic of 5G is indeed very hot, and there is also a certain correlation between the Internet of Vehicles and the upgrading of communication technology. In addition to communication technology, the development of technical elements such as big data, artificial intelligence, human-computer interaction, and sensors also determines the degree of intelligence of the Internet of Vehicles at the service and interaction levels. However, judging from the generational development route of the Internet of Vehicles, its overall revolutionary breakthrough may not happen so soon in 2020.
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"Industrial synergy" development will become the main theme of development in the next stage. In October 2019, the first C-V2X application test of “cross-chip modules, cross-terminals, cross-vehicles, and cross-security platforms” was conducted in China, which released a positive signal. It is reported that the event gathered more than 20 domestic and foreign vehicle companies such as FAW, SAIC, BMW, and Audi, as well as more than 30 chip module manufacturers, terminal equipment providers, security manufacturers, and location service providers such as Huawei and ZTE, to promote industry integration and innovation. A new step has been taken.
In terms of testing, Wu Dongsheng, chief solution architect and strategic brand general manager of Gosuncn Group, expressed optimism. He believes that the "four-span" test this year is based on the application of LTE-V2X Demonstration, no 5G elements included. The deep integration of the Internet of Vehicles industry and the 5G industry is the general trend. 5G will enrich the Internet of Vehicles business, and 5G Internet of Vehicles testing and verification work will be launched in 2020. ?
Lu Bin believes that the development prospects of China's automobile industry are very broad. The Internet of Vehicles is the core path for the development of intelligent automobiles. Open integration will become the new normal for the innovative development of intelligent connected automobiles. "In 2020, There are three core technologies behind the development of the Internet of Vehicles industry: communication technology represented by 5G, artificial intelligence and in-vehicle chips. "?
The development of the Internet of Vehicles has taken the lead in proposing new solutions for the transformation of the century-old automobile industry. Require. In 2020, the Internet of Vehicles will still face a series of new challenges. Cars will always be on the road, and so will the application innovation of the Internet of Vehicles.
Editor: Hao Qiuhui
This article comes from the author of Autohome Chejiahao and does not represent the views and positions of Autohome.