2016 Internet + car networking company TOP100 released

With the improvement and popularization of the Internet of Vehicles technology: services such as security, navigation, entertainment, vehicle, maintenance, and preferential services are gradually adapting to meet the needs of mass consumers. According to the joint survey data of the Global System for Mobile Communications (GSMA) and the British consulting firm SBD, the market size of the Internet of Vehicles is expected to reach 39 billion euros by 2018, and 31% of vehicles will be equipped with front-mounted vehicle systems, including traffic information. Services such as call centers and online entertainment will generate revenues of 24.5 billion euros, while related hardware will also generate sales of 6.3 billion euros. The Internet of Vehicles will usher in a golden period of development in the next five years.

As the world's first automobile market, China has great potential for development. From 2010 to 2015, the number of China's car networking users increased from 3.5 million to more than 17 million, with a compound annual growth rate of 37%, and the development Threadis rapid. However, the penetration rate of the Internet of Vehicles is still very low. Considering the diversification of the development of the Internet of Vehicles industry and the strong demand of the government, enterprises and individual consumers, Analysys thinks that the number of China's car network users will exceed 40 million in 2020. Reaching 200 billion yuan will account for 60% of the global share.

Internet of Vehicles and Intelligent Networking

From the "Car Networking" in 2010, it was first proposed in China. Up to now, various concepts such as smart cars, networked cars, Internet cars, and automatic driving have been heated up. From small technology companies to major auto manufacturers and Internet giants, all of them have threatened this, and then they have been laid out, and the connotation of the Internet of Vehicles has been expanded indefinitely.

In 2015, “Intelligent Networked Cars” appeared in China, and almost everyone gradually realized that “car networking” is not only “Telematics”, but also includes car intelligence, intelligent network, and even intelligent transportation. A series of questions.

In October 2015, the experts of the China Association of Automobile Manufacturers in the United Nations defined the intelligent networked car for the first time: equipped with advanced in-vehicle sensors, controllers, actuators, etc., and integrated modern communication and network technology to realize the car and X (human, Intelligent information exchange and sharing, such as car, road, background, etc., with complex environment awareness, intelligent decision-making, collaborative control and execution, can achieve safe, comfortable, energy-saving, efficient driving, and ultimately replace the next generation of cars operated by people .

The intelligent networked car realizes wireless communication and information exchange with people, vehicles, roads and the Internet through the vehicle information terminal. From this point of view, the intelligent networked car is closely related to the car network and supports each other. The two advance in parallel and develop synergistically. The former is the most important carrier of the latter, and its industrial chain mainly includes terminal software and hardware providers, telecom operators, vehicle manufacturers, Internet companies, third-party IT providers, industry application providers, public and industry customers.

From flocking to the survival of the fittest

In 2016, car networking products related to active safety such as cameras, radar, controls, and sensors are accelerating. The proportion of the pre-installed market has increased, and the trend of the survival of the fittest in the post-installation section is obvious. The pre-installed products began to focus on integrating real-time road conditions, networked navigation, local services, and streaming media in the car networking service. The post-installation products were gradually integrated with emerging products such as smart rearview mirrors, driving recorders, and head-up digital displays (HUD).

Wang Qiang, founder of Feizhi Magnesium, believes that there are three final destinations for automotive intelligent hardware: after the 2C is done to the extreme, it is integrated into the front loading by the OEM; after installing 2B as an industry customer, it opens up its own world; Exit the market in the fierce competition.

The Internet of Vehicles involves many industries such as automobile manufacturing, automobile services, communication and Internet of Things, intelligent hardware and the Internet. It is like a huge "cake." Since 2010, countless car networking companies and projects have emerged. After five years, many of them have existed in name only, and there is still a long way to go before real survival to achieve profitability.

 Traditional car manufacturers and IT companies have laid out

Faced with the broad market space in the future, both traditional automakers and IT companies are also in the layout, and the competition has evolved from the initial R&D stage to the product application promotion stage.

Initially entering the field of car networking is a traditional car manufacturer with natural advantages. With Toyota G-BOOk and General Anjixing as the representative, it has become the prototype of the Internet of Vehicles. After several years of development, auto manufacturers' own car networking systems have been continuously upgraded, and other manufacturers have launched their own car networking systems, such as BMW's iDrive, Mercedes-Benz's myCOMAND, etc. In the past two years, their own brands have also been in succession. Released its own car networking brand.

Judging from the car network products launched by traditional car manufacturers, although after years of practice, there has been a leap-forward development, but subject to its own limitations, each manufacturer is fighting each other, lacking the spirit of sharing, in the car network cross In the process of the times, traditional car manufacturers are not likely to be truly representative of subversion.

What followed was the joining of major IT companies, and the BAT Big Three bear the brunt. In April 2015, Alibaba established the Automotive Division and launched the YunOS in-vehicle system. Tencent launched the "Tencent Car Link Open Platform" last year, and released the "Car Link ROM", "Car Link APP" and "My Car MyCar" service connected via WeChat and QQ. Not long ago, Tencent opened its second generation product at the Shenzhen Kyushu Show. Baidu is the fastest in the car networking business in BAT. It has launched CarLife, MyCar, CoDriver and other products, and is constantly updated. Baidu's car network layout is rich in layers and its strategic thinking is relatively clear.

In addition, we also saw that in addition to BAT, LeTV also has its own car network layout. As early as 2015, LeTV released a car networking system called ecolink, similar to Baidu's CarLife function. In April this year, it brought LeSEE, the first driverless electric car, to play the Internet on the Internet. However, the effectiveness of LeTV's ecological play to the Internet of Vehicles depends on the subsequent integration of the car companies and the ability to come up with a persuasive vehicle networking solution in the process of competing with BAT.