Looking forward to Xiaomi Huawei's entry, apple and Samsung will not be lonely. What's the winning chance for mobile phone manufacturers to build cars?

3月30日,小米正式宣布进军智能电动车领域。

On March 30, Xiaomi officially announced that it would march into intelligent electric vehicles.

同日晚,小米宣布了智能电动汽车项目获批。根据规划,小米将成立全资子公司负责智能电动车业务,初期投资100亿元人民币,预计未来10年投资100亿美元。雷军还将担任智能电动车业务的CEO。

In the evening of the same day, Xiaomi announced the project approval of intelligent electric vehicles. According to the plan, Xiaomi will set up a wholly-owned subsidiary to be responsible for the intelligent electric vehicle business, with an initial investment of 10 billion yuan and an estimated investment of 10 billion US dollars in the next 10 years. Lei Jun will also be the CEO of the smart electric vehicle business.

从今年1月15日到今天的确认,在不到100天的时间里,小米毅然决定"过关"。为此,雷军表示,进入智能汽车行业是小米历史上最重要的决定,也是他一生中最后一个重大创业项目。他愿意用毕生的名誉打赌,带领团队为小米而战。

From January 15 this year to today's confirmation, in less than 100 days, Xiaomi resolutely decided to "cross the border". To this end, Lei Jun said that entering the smart car industry is the most important decision in the history of Xiaomi, and it is also the last major entrepreneurial project in his life. He is willing to bet all the reputation of his life and lead the team to fight for Xiaomi.

如何造车小米还没有公布更多细节,但手机厂商蜂拥进入"造车"新战场已是不争的事实。特别是在过去的一年里,苹果、三星、华为、维梧、oppo都在智能汽车广阔市场空间的边缘谨慎大胆地"试验"。

How to build a car Xiaomi has not released more details, but it is an indisputable fact that mobile phone manufacturers swarmed into the new battlefield of "building a car". Especially in the past year, apple, Samsung, Huawei, vivo and oppo have been cautiously and boldly "testing" on the edge of the vast market space of intelligent vehicles.

麦肯锡研究预测,2025年智能网络化汽车产业生态链经济规模将达到1.9万亿美元,中国将成为全球智能网络化汽车产业发展的重要推动者和受益者。

McKinsey has studied and predicted that the economic scale of the industrial ecological chain of intelligent networked vehicles will reach US $1.9 trillion in 2025, and China will be an important promoter and beneficiary of the development of the global intelligent networked vehicle industry.

华为希望成为博世的中国版

Huawei wants to be a Chinese version of Bosch

一直与汽车行业关系密切的华为声称不生产汽车,但它正迅速成为中国版的博世。

Huawei, which has always been close to the auto industry, claims not to build cars, but it is rapidly becoming a Chinese version of Bosch.

早在2013年,华为就宣布进入车联网领域。此后,华为与东风携手开发车联网技术,并与上汽、广汽、一汽、长安汽车建立了合作关系。2017年,华为宣布与法国标致雪铁龙集团在车联网领域展开长期合作。

As early as 2013, Huawei announced its entry into the field of Internet of vehicles. Since then, Huawei has joined hands with Dongfeng to develop the Internet of vehicles technology, and established cooperative relations with SAIC, GAC, FAW and Changan Automobile. In 2017, Huawei announced a long-term cooperation with French Peugeot Citroen Group in the field of Internet of vehicles.

在与汽车企业合作的同时,华为也在审时度势,推广汽车产品。2019年,华为创始人任正非发布组织变革文件,批准成立智能汽车解决方案部。同年,华为作为独立展台首次亮相上海车展,充分展示了华为在汽车领域的业务和产品。

While cooperating with auto companies, Huawei is also sizing up the situation and promoting auto products. In 2019, Ren Zhengfei, the founder of Huawei, issued a document on organizational change and approved the establishment of a smart car solutions division. In the same year, Huawei made its debut in Shanghai auto show as an independent stand, fully demonstrating its business and products in the automotive field.

华为轮值董事长徐志军当时表示,华为智能网络化车辆解决方案包括五个方面:一是智能网络化车辆,二是智能驾驶,三是智能驾驶舱,四是智能电动车,五是,提供一系列云服务,帮助汽车企业发展创新,支持旅游服务。

Xu Zhijun, Huawei's rotating chairman, said at that time that Huawei's solutions for intelligent networked vehicles include five aspects: first, intelligent networked vehicles, second, intelligent driving, third, intelligent cockpit, fourth, intelligent electric vehicles, and fifth, providing a series of cloud services to help automobile enterprises develop and innovate and support travel services.

2020年,华为在汽车行业赢得了很多好消息,其MDC(车载计算平台和智能驾驶子系统解决方案)获得了德国tüV集团的ISO 26262功能安全管理认证。Mopower(多模式电源通道、充电和电池管理系统)还获得了德国莱茵tüV集团颁发的ISO 26262车辆功能安全管理系统认证,认证水平达到ASIL D。

In 2020, Huawei has won a lot of good news in the automotive industry, and its MDC (on-board computing platform and intelligent driving subsystem solution) has obtained the ISO 26262 functional safety management certification of t ü V group in Germany. Mopower (multimodal power channel, charging and battery management system) has also obtained the ISO 26262 vehicle functional safety management system certification issued by t ü V group of Rhine, Germany, with the certification level reaching ASIL D.

业内人士普遍认为,这标志着华为的相关技术和产品已经通过车辆规范级认证,量产业务即将启动。随后,华为发布了新一代直流充电模块hicharger,并宣布与中国最大的充电器全面合作。

People in the industry generally believe that this marks that Huawei's relevant technologies and products have passed the vehicle specification Level certification, and the mass production business is about to start. Subsequently, Huawei released a new generation of DC charging module hicharger, and announced full cooperation with China's largest charger.

在去年的北京车展上,华为对自己的汽车业务进行了全面披露:从自动驾驶方案到激光雷达,从座舱SOC到鸿蒙车载系统,再到七合一电驱动系统,甚至充电模块。

At last year's Beijing auto show, Huawei made a full disclosure of its auto business: from automatic driving scheme to lidar, from cabin SOC to Hongmeng vehicle system, to seven in one electric drive system, and even charging module.

华为集成了智能电动汽车的所有核心部件和子系统。

Huawei has integrated all the core components and subsystems of intelligent electric vehicles.

业内人士预测,未来10年,华为在智能汽车电子零部件领域的年销售额有望达到3521亿元,华为有望成为与德国博世不相上下的汽车电子巨头。

Industry insiders predict that in the next 10 years, Huawei's annual sales in the field of intelligent automotive electronic parts is expected to reach 352.1 billion yuan, and Huawei is expected to become an automotive electronics giant on a par with Germany's Bosch.

另一方面,华为也在借助手机强大的市场份额,积极推进手机与车机的互联互通。Hicar是一项重要的成就。

On the other hand, Huawei is also actively promoting the interconnection of mobile phones and car machines with the help of the strong market share of mobile phones. Hicar is an important achievement.

华为hicar的功能是让汽车和手机实现"二合一"的无缝连接。通过hicar功能,车主只需使用一部华为手机即可了解车辆状态信息,包括里程保险、车辆位置等。同时,车主还可以通过手机遥控车内通风、车内空调、门锁、车窗等。同时,它们还可以实现无钥匙进入和启动功能,为车主提供最大的便利。

The function of Huawei hicar is to make the car and mobile phone realize "two in one" and seamless connection. Through hicar function, car owners can understand the vehicle status information including mileage insurance, vehicle location and so on by using only one Huawei mobile phone. At the same time, car owners can also remotely control the interior ventilation, vehicle air conditioning, door lock, window and so on by using the mobile phone. At the same time, they can also realize keyless entry and start function, providing maximum convenience for car owners.

华为手机产品线总裁何刚此前表示,hicar已经与150多辆汽车进行了合作,今年计划预装500多万辆汽车。此外,华为还与首批18家汽车企业建立了"5g汽车生态系统",以加快5g技术在汽车行业的业务流程。

He Gang, President of Huawei's mobile phone product line, said previously that hicar has cooperated with more than 150 + cars and plans to pre install more than 5 million cars this year. In addition, Huawei has also established a "5g auto ecosystem" with the first 18 auto companies to accelerate the business process of 5g technology in the auto industry.

当然,hicar只是华为汽车互联网布局的一部分。在华为看来,未来的操作系统应该是微内核架构,可以适应任何终端。这样,鸿蒙就是华为在车联网领域的最终目标,希卡就是一个开拓者。

Of course, hicar is only a part of Huawei's layout of the Internet of vehicles. In Huawei's view, the future operating system should be a micro kernel architecture, which can be adapted to any terminal. In this way, Hongmeng is Huawei's ultimate goal in the field of Internet of vehicles, and hicar is a pioneer.

在此之前,华为誓言要成为"三级"汽车制造商,但这并不代表华为的"一级"汽车制造能力。

Before that, Huawei vowed to be a "tier-3" auto manufacturer, but it did not represent Huawei's "Tier-1" auto manufacturing capability.

一位汽车业内人士对腾讯新闻"千旺"表示,华为目前的造车能力不亚于威来等新车制造力量。据知情人士透露,华为已经开始在整车上进行模拟装配。

A person in the auto industry told Tencent News "Qianwang" that Huawei's current car building ability is no less than that of Weilai and other new car building forces. According to a person familiar with the matter, Huawei has begun to simulate assembly on the whole vehicle.

三星从汽车电子芯片进入市场

Samsung enters the market from automotive electronics chip

智能手机的领头羊三星早年曾宣布,不会进入电动汽车和无人驾驶汽车市场。不过,在包括汽车零部件在内的后四个新兴产业,该公司也表示,未来三年将投资1.8万亿韩元(约合1万亿元人民币)。

Samsung, the leader of smart phones, announced in the early years that it would not enter the market of electric vehicles and driverless vehicles. However, in the later four emerging industries, including auto parts, it also said that it would invest 180 trillion won (about 1 trillion yuan) in the next three years.

其实,早在1994年,三星集团董事长李健熙就成立了一个汽车制造部,名为三星汽车。1998年,三星开始生产汽车,第一辆带有三星标志的sm5汽车在日产的技术帮助下上市。然而,正是在同一年,深受亚洲金融危机影响的三星集团不得不放弃非核心业务部门。

In fact, as early as 1994, Li Jianxi, chairman of SamSung group, established an automobile manufacturing department called Samsung automobile. In 1998, Samsung began to produce automobiles, and the first automobile sm5 with Samsung logo went to the market with the technical assistance of Nissan. However, it was in the same year that SamSung group, which was deeply affected by the Asian financial crisis, had to abandon its non core business units.

但三星并未放弃对汽车行业的关注。2015年12月,三星电子宣布,将在原有的CE、Im和DS部门之外,成立独立的汽车电子设备业务部门,并将车载电子作为新的战略重点。车载信息系统、驾驶辅助系统、车载操作系统和汽车电气传动系统是其汽车电子商务部门的四大组成部分。

But Samsung has not given up its focus on the automotive sector. In December 2015, Samsung Electronics announced that it would set up an independent automotive electronic equipment business unit in addition to the original CE, Im and DS departments, and take on-board electronics as a new strategic focus. On board information system, driving assistance system, on-board operating system and automotive electric drive system are the four major parts of its automotive electronic business unit.

2018年,三星宣布进军汽车芯片领域。2019年1月,三星和奥迪正式推出首款自动驾驶汽车芯片ExynosAutoV9,并为SoC集成了独立的安全芯片,支持汽车安全完整性等级标准,确保自动驾驶仪和数据的安全。

In 2018, Samsung announced its entry into the automotive chip field. In January 2019, Samsung and Audi formally launched the first automatic driving vehicle chip ExynosAutoV9, and integrated an independent safety chip for the SoC to support the standards of vehicle safety integrity level to ensure the safety of autopilot and data.

据业内人士介绍,为了满足自动驾驶汽车的需求,每辆车至少需要1TB大小的存储芯片来处理大量数据。一旦整个行业进入自动驾驶时代,半导体市场的竞争将比汽车厂商更加激烈,预计未来这一领域也将有实质性的增长。

According to the industry, in order to meet the needs of self driving cars, each vehicle needs at least 1TB size storage chips to process large amounts of data. Once the whole industry enters the era of automatic driving, the semiconductor market will be more competitive than the automobile manufacturers, and it is expected that this field will also have a substantial growth in the future.

目前,全球汽车电子市场市值已达2.3万亿韩元(约合1.33万亿元人民币),智能汽车将进一步推动该产业的快速增长。在半导体和存储领域拥有绝对优势的三星此前表示,其汽车电子业务规模将在2020年翻一番,营收将达到200亿美元。

At present, the market value of the global automotive electronics market has reached 230 trillion won (about 1.33 trillion yuan), and smart cars will further promote the rapid growth of the industry. Samsung, which has absolute advantages in semiconductor and storage fields, previously said that its automotive electronics business scale will triple in 2020, with revenue reaching US $20 billion.

据悉,三星的自动驾驶仪芯片最早将于2021年上市。目前,三星电子已经开始为谷歌下一代自动驾驶仪芯片开发核心半导体组件。本计画的目标是开发一种自动驾驶仪的大脑晶片。半导体控制车辆的所有功能,计算从各种传感器收集的数据,并与谷歌数据中心实时交换信息。

It is reported that Samsung's autopilot chip will be available as early as 2021. At present, Samsung Electronics has begun to develop core semiconductor components for Google's next generation autopilot chip. The goal of this project is to develop a chip for the brain of autopilot. Semiconductors control all the functions of the vehicle, calculate the data collected from various sensors, and exchange information with Google data center in real time.

苹果用软件生态定义智能汽车

Apple defines smart car with software ecology

2020年,将有更多关于苹果制造汽车的新闻。首先,有人说,它将与现代起亚合作,以建立一个汽车。在被现代和起亚否认后,再次表示将与日产和宝马合作。到目前为止,苹果官方还没有给出明确的信息。

In 2020, there will be more news about Apple building cars. First, it was said that it would cooperate with Hyundai Kia to build a car. After being denied by Hyundai and Kia, it was again said that it would cooperate with Nissan and BMW. So far, apple officials have not given clear information.

事实上,苹果觊觎汽车行业已经有很长一段时间了。早在乔布斯时代,就有人说苹果有造车的打算。苹果高管在2012年的一次采访中也证实了这一点:苹果实际上在2007年iPhone发布之前就考虑过造车。然而,随着当时全球金融危机和主营业务的迅速崛起,该项目被搁置。

In fact, Apple has been coveting the auto industry for a long time. As early as in the era of jobs, it has been said that Apple has the intention to build cars. This was also confirmed by Apple executives in an interview in 2012: Apple actually considered building cars before the iPhone was released in 2007. However, with the global financial crisis at that time and the rapid rise of main business, the project was shelved.

2013年,当特斯拉遭遇model s的生产和交付危机时,有报道称苹果有意收购特斯拉。2019年第一季度,特斯拉股价暴跌后,苹果再次抛出"橄榄枝",但仍以失败告终。

In 2013, when Tesla encountered the production and delivery crisis of model s, it was reported that Apple was interested in acquiring Tesla. In the first quarter of 2019, after Tesla's stock plummeted, apple threw out the "olive branch" again, but it still failed.

苹果的基因和商业模式决定了该公司将进入智能电动汽车领域。

Apple's genes and business model determine that the company will enter the field of intelligent electric vehicles.

同年,苹果在苹果全球开发者大会上正式宣布IOS在车计划,苹果开始进入汽车领域。车里的IOS改名为Carplay。这是苹果历史上第一次在其他公司的硬件产品上搭载自己的软件,也定义了IOS生态系统中的用户。目前,Carplay已应用于500多种量产车型中。不幸的是,Carplay的体验总是落后于其他苹果产品。

In the same year, apple officially announced the IOS in the car plan at the apple global developer conference, and apple began to enter the automotive field. IOS in the car changed its name to Carplay. This is the first time in Apple's history that Apple has carried its own software on the hardware products of other companies, and also defined users in the IOS ecosystem. At present, Carplay is used in more than 500 mass production models. Unfortunately, Carplay's experience has always lagged behind other Apple products.

乔布斯去世三年后,苹果的"泰坦计划"浮出水面。那一年,中国新能源汽车产业迎来爆发,威莱、理想、小鹏相继诞生。与专注于汽车软件的Carplay不同,Titan计划开发一种自动驾驶系统。目前,"泰坦计划"已经聚集了1000多人从事电动车的研发。

Three years after jobs' death, Apple's "Titan project" surfaced. That year, China's new energy vehicle industry ushered in an outbreak, and Weilai, ideal and Xiaopeng were born one after another. Unlike Carplay, which focuses on automotive software, Titan plans to develop an automatic driving system. At present, "Titan project" has gathered more than 1000 people to engage in the research and development of electric vehicles.

不过,值得注意的是,2020年是苹果在汽车领域拥有专利最多的一年。短短几个月内,苹果已获得数十项新专利,并在自动驾驶、智能驾驶舱、智能车身、电动车、安全保障等方面不断布局,因此外界猜测苹果的"泰坦计划"即将落幕。

However, it is worth noting that 2020 is the year when Apple has the most patents in the automotive field. In a few months, Apple has won dozens of new patents, and has been laying out in automatic driving, intelligent cockpit, intelligent body, electric vehicle, safety assurance, etc. As a result, the outside world has speculated that Apple's "Titan plan" is about to fall.

有分析人士表示:苹果进入电动车市场目前是一个"何时而非是否"的问题。同时,人们普遍认为,从PC到智能手机的成功,对于苹果来说,加入电动车的核心竞争力和价值潜力在于软件和生态,而不是从生产过程中获利。

Some analysts said: Apple's entry into the electric vehicle market is currently a "when rather than whether" issue. At the same time, it is generally believed that, from the success of PC to smartphone, for apple, the core competitiveness and value potential of joining electric vehicles lie in software and ecology, rather than making profits from the production process.

清华大学汽车与交通学院副研究员、汽车工业与技术战略研究院院长助理刘宗伟在接受采访时表示,未来汽车产品的核心竞争力将越来越多地由软件来界定,而软硬件的发展将逐步分离和脱钩,这意味着具有软件优势的企业将通过硬件代工的方式进入市场,这为汽车行业提供了潜在的空间。因此,苹果将手机领域的OEM模式复制到汽车领域是可行的。

Liu Zongwei, associate researcher of School of vehicle and transportation, Tsinghua University and assistant dean of Institute of automotive industry and technology strategy, said in an interview that in the future, the core competitiveness of automotive products will be more and more defined by software, and the development of hardware and software will be gradually separated and decoupled, which means that enterprises with advantages in software will enter the market by means of hardware OEM The automotive sector offers potential space. Therefore, it is feasible for apple to copy the OEM mode of mobile phone field to the automobile field.

英伟达创始人兼CEO黄仁勋近日在接受采访时也指出:"汽车制造商的商业模式将发生根本性的改变。到2025年,许多汽车公司可能会以接近成本价的价格出售汽车,并主要通过软件向用户提供价值。"

Huang Renxun, founder and CEO of NVIDIA, also pointed out in a recent interview: "the business model of automobile manufacturers will fundamentally change. By 2025, many auto companies are likely to sell their cars at a price close to the cost price and provide value to users mainly through software. "

特斯拉是业界公认的软件定义汽车的典型代表。目前,特斯拉的软件收入主要包括自动驾驶仪FSD全自动驾驶软件包、OTA付费升级和高级车联网订阅服务。

Tesla is recognized as a typical representative of software defined vehicles in the industry. At present, Tesla's software revenue mainly includes autopilot FSD fully automatic driving software package, OTA paid upgrade and premium Internet of vehicles subscription service.

安达信证券在研究报告中指出,特斯拉越来越像苹果,其软件业务(FSD)将成为其商业模式的核心组成部分。短期来看,预计2025年特斯拉FSD收入将接近70亿美元,占特斯拉汽车业务收入的近9%,贡献特斯拉汽车业务毛利的25%。

In the research report, Andersen Securities pointed out that Tesla is more and more like apple, and its software business (FSD) will be the core component of its business model. In the short term, it is estimated that Tesla's FSD revenue in 2025 will be nearly $7 billion, accounting for nearly 9% of Tesla's auto business revenue and contributing 25% of Tesla's auto business gross profit.

事实上,除了特斯拉,国内新的造车力量也在软件收费方面采取了措施。日前,威来发布了自动驾驶服务nad系统,每月服务费680元;小鹏汽车的辅助驾驶系统xpilot一次收费2万元。

In fact, in addition to Tesla, new domestic car building forces have also taken steps in software charging. A few days ago, Weilai released the automatic driving service nad system, with a monthly service fee of 680 yuan; xpilot, the auxiliary driving system of Xiaopeng automobile, charges 20000 yuan at a time.

从目前的外部消息来看,苹果将重点关注汽车的智能化和互联互通。至于汽车制造,它将留给原始设备制造商。根据路透社此前的报道,苹果首款电动汽车的原型可能会在今年9月出现,纯电动汽车将在2024年生产。

Judging from the current external news, Apple will focus on the intelligence and interconnection of cars. As for car manufacturing, it will leave it to the OEM. According to previous reports by Reuters, the prototype of Apple's first electric car may appear in September this year, and a pure electric car will be produced in 2024.

在富士康和许多传统汽车公司否认之后,苹果现在面临的严重问题是,谁将成为其OEM合作伙伴?

After Foxconn and many traditional car companies denied it, the serious problem Apple faces now is, who will become its OEM partner?

维梧希望将手机功能引入汽车

Vivo hopes to bring mobile phone capabilities to the car

在"造车"问题上,维梧相对谨慎,但也有明确的定位。在维梧看来,帮助汽车企业实现智能连接是维梧目前的任务。

On the issue of "making cars", vivo is relatively cautious, but it also has a clear positioning. In vivo's view, it is vivo's current task to help car companies make smart connections.

所以去年,在2020年vivo开发者大会上,vivo发布了Jovi envo。Jovi Invo是维梧汽车互联网产品的新品牌。经过一年多的磨砺,Jovi Invo的目标是携手汽车制造商、车联网服务提供商和应用开发者,共同构建车内外统一的开放生态。

So last year, at the 2020 vivo developer conference, vivo released Jovi incar. Jovi incar is a new brand of vivo's Internet of vehicles products. After more than a year's polishing, Jovi incar aims to join hands with car manufacturers, Internet of vehicles service providers and application developers to build a unified open ecology inside and outside the car.

维梧软件产品策略总监欧阳坤在接受腾讯网"千网"记者采访时表示,从车企的角度来看,他们希望手机可以作为汽车的负载计算设备,车机可以与手机连接,使其现有的服务体验能够实时更新,体验更好。

Ouyang Kun, director of vivo software product strategy, told Tencent News "Qianwang" that from the perspective of car companies, they hope that mobile phones can be used as a load computing device of cars, and the car machine can be connected with mobile phones, so that its existing service experience can be updated in real time and experience better.

总之,在车内,手机与车机连接后,应该作为车机的生态补充和计算能力补充。手机厂与汽车企业是合作伙伴关系,为消费者带来更好的体验。在车外,车主下车时,随身携带着手机。车外服务是手机厂商擅长的,应该以手机为主。比如关上车窗、提前预热汽车、倒车搜车等。

In short, in the car, after connecting the mobile phone with the car machine, the mobile phone should be used as the ecological supplement and computing power supplement of the car machine. The mobile phone factory and the car enterprise are the relationship of cooperators to bring better experience to the consumers. Outside the car, when the car owner leaves the car, the mobile phone is carried with him. The service outside the car is good at by the mobile phone manufacturers, which should be mainly mobile phones. For example, close the window, warm up the car in advance, reverse car search, etc.

"作为人人都有的个人设备,手机应该连接什么样的场景,消费者应该解决什么问题?这就是维梧汽车业务战略思想的由来。"欧阳坤说。

"As a personal device that everyone has, what kind of scenes should mobile phones connect to and what problems should consumers solve? This is the origin of vivo's strategic thinking in the automotive business. " Ouyang Kun said.

不难看出,维梧希望将手机应用的能力带到车上。经过一年的发展,Jovi Invo与60多个品牌(前装市场60+后装市场30+后装市场)合作,支持500多个车型(前装市场500+后装市场100+后装市场)。

It's not hard to see that vivo hopes to bring the ability of mobile phone applications to the car. After one year's development, Jovi incar has cooperated with more than 60 brands (60 + in front loading market and 30 + in back loading market) and supported more than 500 models (500 + in front loading market and 100 + in back loading market).

维梧未来会造车吗?维梧高层此前也曾表示,应该把重点放在手机上,不断打磨自己的能力,拒绝外界的诱惑。换言之,如果有一天维梧决定造一辆车,它必须认为这是正确的做法,而且它有能力用真正的技巧来做这件事。

Will vivo build cars in the future? The top management of vivo has also said before that they should focus on mobile phones, constantly polish their ability and refuse external temptation. In other words, if one day vivo decides to build a car, it must think that it is the right thing to do, and it is within its ability to do it with real skill.

Oppo目前不会进入汽车行业

Oppo will not enter the automobile industry at present

今年2月,oppo公布了一系列汽车专利,这些专利都与自动驾驶技术有关,自然让人猜测oppo将进入汽车领域。

In February this year, oppo announced a set of automobile patents, all of which are related to automatic driving technology, naturally leading to speculation that it will enter the automobile field.

不过,早在2019年的未来科技大会上,CEO陈明勇就明确表示,目前不会进入汽车行业。在他看来,oppo不会"激进"。但如果未来10年整个汽车行业都做不好,oppo可能会进入汽车行业。

However, as early as at the future technology conference in 2019, CEO Chen Mingyong made it clear that he would not enter the automotive industry at present. In his view, oppo will not be "radical". But if the whole auto industry fails to do well in the next 10 years, oppo may enter the auto industry.

去年12月,oppo与理想一号进行车机互联合作。从合作形式来看,oppo和维梧有着相似的策略,通过手机功能实现手机。

In December last year, oppo and ideal one carried out a car machine interconnection cooperation. From the perspective of cooperation form, oppo and vivo have similar strategies, enabling mobile phones through mobile phone capabilities.

手机厂商面临的机遇与挑战

Opportunities and challenges for mobile phone manufacturers

IDC数据显示,2020年,全球智能手机市场出货量为12.92亿台,同比下降5.9%;中国智能手机市场出货量为3.26亿台,同比下降11.2%。

IDC data shows that in 2020, the global smartphone market shipment is 1.292 billion units, a year-on-year decrease of 5.9%; China's smartphone market shipment is 326 million units, a year-on-year decrease of 11.2%.

对于手机厂商的老大来说,寻找下一个海量用户入口是一项战略任务。随着5g网络的逐渐成熟,汽车场景成为大家一致认同的新目标。

For the head mobile phone manufacturers, it is a strategic task to find the next massive user entrance. With the gradual maturity of 5g network, automobile scene has become a new target that everyone agrees on.

与汽车企业相比,手机厂商的龙头企业有一个共同的优势:产品知名度高,用户存量高。进入汽车新领域的好处是更容易获得消费者的认可。

Compared with auto companies, head mobile phone manufacturers have a common advantage: high product popularity and high user stock. The advantage of entering the new field of automobile is that it is easier to gain the recognition of consumers.

另外,现在是新能源汽车和自动驾驶技术普及的初期阶段。面对新技术,人头不认真,而手机厂商还有很大的发挥空间。

In addition, now is the early stage of the popularization of new energy vehicles and automatic driving technology. In the face of new technology, the head is not serious, and mobile phone manufacturers still have a lot of room to play.

从行业发展的角度来看,随着手机企业、互联网等科技企业的进入,将对智能汽车市场的到来和新的移动生态产生非常积极的影响。

From the perspective of industry development, with the entry of mobile phone enterprises, Internet and other technology enterprises, it will have a very positive impact on the arrival of the smart car market and the new mobile ecology.

当你进入一个新的轨道,你自然会面临许多挑战。汽车产业的投资动辄上百亿元甚至上千亿元,这对于手机厂商的运营来说,无疑是一个更为严峻的考验。因为制造手机和汽车有本质的区别,标准化、安全和供应链需要重新组织。乐视的没落还是值得深思的。

When you enter a new track, you will naturally face many challenges. The investment of the automobile industry is often tens of billions or even hundreds of billions of yuan, which is definitely a more severe test for mobile phone manufacturers in terms of operation. Because there are essential differences between making mobile phones and cars, standardization, safety and supply chain need to be reorganized. The fall of LETV is still worth pondering.

Link:https://new.qq.com/omn/20210331/20210331A010XG00.html

update time:2021-03-31 14:51:27

Comments

Popular posts from this blog

QQ music cooperates strategically with Robles to create an immersive audio and entertainment game "QQ music Starlight Town"

Estee Lauder, L'Oreal support, tmall, Taobao platform operation, on behalf of the operators crack survival

There is not much time left for wanghong: Zhang Dayi failed to hold the first share of wanghong, and Li Jiaqi was punished