Demand is king, 2014 car network reconstructs the automobile industry value chain

As a branch of the Internet of Things, the Internet of Vehicles has long exceeded the scope of the traditional automotive industry. It will not only open up the chip, equipment, depot, application, service operation and other aspects, but will also cover the complete pre-sale, sale and after-sales of the whole vehicle. The life cycle, even subverting the existing business model of the automotive industry.

The car networking ecosystem can be divided into five layers from the horizontal, from top to bottom, the application layer, the basic platform layer, the transport layer, the device layer, the chip and the technical layer. Among them, the "application layer" is responsible for service operations, opening up devices and content, is the source of the user's most direct use experience; "basic platform layer" is responsible for data information, control commands, energy interconnection between devices; "transport layer" It is through wireless or wired transmission technology to open the flow of information between the upper and lower layers; the "device layer" is responsible for specific sensing and control, submits the collected data upwards, and executes the received action instructions downward; "chip and technology Layers are the foundation for implementing the various functions of the device. Only by perfecting the construction of these five layers can we truly push the Internet of Vehicles from concept to reality.

As can be seen from the above figure, it is difficult for any enterprise to provoke the burden of the construction of the Internet of Vehicles. Each person can only find their own position in the Internet of Vehicles ecosystem, and work together to make the cake bigger. Eat rice. At present, international automakers have built closed autonomous vehicle networks, such as GM's OnStar, Ford's SYNC, Toyota's G-BOOK and BMW's iDrive system, while China's own brands are currently representative products. It is the inkaNet of SAIC, the InCall of Changan Automobile, the G-NetLink of Geely Automobile and the D-Partner of FAW. The local electric vehicle leader BYD also displayed its own car networking system in high-profile this year. However, it is not difficult to infer from the development track of mobile Internet. The core value of car networking lies in interconnection and interoperability. Openness and integration are the only way.

From the chip side, the traditional automotive main control chip market mainly includes Renesas Electronics, Freescale and Texas Instruments, but with the acceleration of 4G LTE construction, some mobile chip manufacturers are now starting to grab this. Block cakes, including NVIDIA, Intel and Qualcomm, all have dedicated automotive business units. Intel and Qualcomm have quickly cut into the automotive system market. For example, the dual-screen system on the Infiniti Q50 uses Intel's Atom processor, and Qualcomm also released the Snapdragon 602A application processor earlier this year, specifically for automotive-grade infotainment. The solution, not to mention the NVIDIA Tegra 3, is known for its success in driving the electric car Tesla's 17-inch giant screen display. It is expected that the pattern of the vehicle master chip will begin to change this year. In the "2014 Automotive Electronics Application and Technology Development Forum", Freescale, a leading automotive electronics chip manufacturer, will introduce the latest car networking and infotainment solutions. Renesas Electronics brings its car navigation solutions to NVIDIA guests. It will share with the audience how to build a smart car of the future.

From the perspective of the application layer, the development of the Internet of Vehicles is still in its infancy, and each family has made a fuss about several projects such as push-to-talk, real-time road conditions, remote theft, illegal agency and emergency rescue, blindly building functions, and not really doing a good user experience. With the application development, the owner feels “not easy to use” and “useless” after the free trial, and is not willing to renew the fee. The sustainable development of the Internet of Vehicles cannot be discussed.