The Internet of Vehicles is a driverless car, and it is also one of the concrete applications and manifestations of the Internet of Things. It takes the car as the node and information source, obtains the attributes of the car itself and the outside of the car through technical means such as wireless communication, and makes effective use of them, thus achieving the harmony and unity of "people-car-road-environment". At present, there are a large number of listed companies in the car networking industry in China, which are distributed in various industrial chains. The following is the basic information of representative enterprises in the car networking industry in China:
Judging from the competitive echelon of the domestic car networking industry, the leading enterprises with strong domestic strategic and technical strength include Ali, Huawei, Tencent and Baidu. Strong performance includes NavInfo, Tabor Yue Zhen, Gaoxin Xing, Qian Fang Technology and other companies; Competitors include traditional and internet automakers, such as Geely Holding and Chery Group.
Judging from the geographical distribution of representative enterprises in the car networking industry, Guangdong Province and Hubei Province are the main concentration places of representative enterprises in the car networking industry. The main representative enterprises are mainly concentrated in Beijing, Guangdong and Shanghai.
2. Market share of enterprises in China car networking industry.
-ranking of enterprises in the industry
Evaluation of third-party organizations of Sohu and Yiou think tanks. On the whole, the recognized representative enterprises in the car networking industry are Tencent, Baidu, Ali, Huawei, NavInfo, Qian Fang Science and Technology, Gaoxinxing and Taibo. The above-mentioned enterprises are all in the rankings released by two third-party organizations. To a certain extent, the innovation ability of the above-mentioned enterprises in the field of vehicle networking has a wide recognition.
-Industry market share ratio
As a new high-tech industry, the Internet of Vehicles is a technology-intensive field. Technology upgrading and product innovation research and development have become one of the important strategies for enterprises to lay out the field of vehicle networking in China at the initial stage. Therefore, the patent application of enterprises in the field of vehicle networking and the evaluation of innovation ability of enterprises by third-party institutions can reflect the determination and core competitiveness of enterprises to some extent.
Proportion of patent applications. As of September 23rd, 20021year, Huawei, Tabor Yue Zhen and Qinggan ranked in the top three in terms of patent applications for intelligent technology. Among them, the number of Huawei patent applications reached 497, accounting for 26% of the total number of patent applications in the car networking industry in China; The patent applications of Taber Yue Zhen and Qinggan Intelligent Technology reached 386 and 198 respectively, accounting for 20% and 198% respectively. Therefore, Huawei, Tabor Yue Zhen and Qinggan Intelligent Technology have the most patents on car networking, and accordingly, the core technologies in the field of car networking are more competitive.
Operating income of representative companies. In the current market share, Gao Hong, Qian Fang Science and Technology, Neusoft Group, Yihualu and Huace Navigation account for the highest proportion. To a certain extent, the above-mentioned companies have begun to make profits in the field of car networking and reached a high market share. Therefore, the enterprise car networking layout is early, which seizes the market development opportunity and has strong competitiveness.
On the whole, the industry is in the early stage of growth, so the competition among enterprises is fierce. At present, Huawei, Tencent, Ali and Baidu are the main competitors in the car networking industry. There are also participants who are constantly entering the layout. The battle for market share is not over yet.
Note: The representative enterprises selected in Figure 2 are the representative enterprises that have published the specific values of related businesses of vehicle networking. Huawei, Tencent, Baidu and other representative enterprises have not yet announced the relevant values.
3. China car networking industry concentration
-Regional concentration
Regional concentration. At present, there are more than 40 municipal-level car networking pilot demonstrations, more than 20 pilot demonstration zones of intelligent road-car collaboration, as well as 5 national-level car networking pilot zones and 2 provincial-level car networking pilot zones. Including Jiangsu (Wuxi), Tianjin (Xiqing), Hunan (Changsha) and other national-level car networking pilot areas, as well as two provincial-level car networking pilot areas in Suzhou and Nanjing, Jiangsu Province. Therefore, the current car networking is mainly concentrated in the Yangtze River Delta region, Tianjin, Chongqing and Hunan Province, among which the Yangtze River Delta region is the most important.
-Centralized distribution of enterprises
On the concentration of patent application. As of September 23rd, 20021year, the data of Wisdom Bud showed that the concentration of industrial patent applications fluctuated around 20% from 20 15 to 20021year. In 2020, the patent concentration of China's car networking industry was 18.45%, and by September 23, 20021year, the patent concentration of China's car networking industry was 20.28%. Therefore, in recent years, the concentration of patent application has not changed much, and the concentration is relatively low, so enterprises still have great room for technological progress in this field.
Industry concentration. In 2020, the concentration ratios of CR3, CR5 and CR 10 will be 7.46%, 9.48% and 1 1.94% respectively. Therefore, the concentration of the car networking industry is still low and the market gap is large, which proves the fact that the car networking industry is in the early stage of industry growth.
On the whole, the industry concentration is at a low level, and the competition among enterprises is fierce. There are still participants constantly entering this field for layout, and there is still a huge potential development space to be tapped in the field of car networking in China.
4. The layout and competitiveness evaluation of China car networking industry enterprises.
Judging from the company's car networking and related business income, the operating income of Neusoft Group, Gaohong, Yihualu and Qian Fang Science and Technology reached more than 654.38+0.5 billion yuan, which was in the leading position in the car networking industry.
Judging from the achievements of car networking related businesses, all companies have achieved good results in 2020. Among them, Gaohong Co., Ltd. successfully completed the production line and demonstration area layout of vehicle networking related modules in the vehicle side market and roadside market respectively; NavInfo is cooperating with the downstream vehicle manufacturing leader to extend the industrial chain and upgrade the technology.
5. Overview of the competition of the car networking industry in China.
From the perspective of the five-force competition model, because there are many competitors in the car networking industry in China, the industry is still in the early stage of growth, and the competition among existing enterprises is fierce; As the core driving force of smart transportation, smart cars and other industries, the Internet of Vehicles poses little threat to substitutes. The upstream suppliers of the car networking industry can be summarized as "end" level, including vehicle manufacturing, parts and other industries. Due to the high technical threshold and the technical level of domestic manufacturers, the upstream bargaining power is strong; The application markets are mainly smart transportation and smart cities. Because the integration and coordinated development of the Internet of Vehicles, automobiles and 5G has become a trend, the bargaining power of the downstream is weak; In addition, because the car networking industry is technology-intensive, capital-intensive, high-end talents-intensive, and the entry threshold is high, it faces less threat from new entrants.
—— For the above data, refer to the Analysis Report on Market Foresight and Investment Strategic Planning of China Car Networking Industry by Forward-looking Industry Research Institute.