BAT curve into the rim, first take the smart brain of the car.
Editor’s note: This article is from WeChat public account “car stuff” (ID: chedongxi ), author: Juice.
Under the rise of the automobile four-wave, the degree of intelligentization of automobiles is changing with each passing day.
Intelligent cars are increasingly demanding car systems and in-vehicle software, and the shortcomings of traditional car companies in this area are beginning to be exposed. Car companies are skilled in hardware polishing, but they are not good at software development. In order to stay behind in vehicle intelligence, domestic car companies have begun to choose to cooperate with Internet companies to develop car systems. Among these Internet companies, the most powerful ones are “BAT (Baidu, Alibaba, Tencent)” Internet giants.
BAT cut into the automotive field in various channels such as Internet services, software, and hardware. The car system is one of the representatives who entered the automotive field, but the three companies have different focuses on the car.
Ali’s AliOS system is completely self-developed and is a complete operating system in the true sense; Baidu’s DuerOS highlights the voice control function, many functions are implemented by means of voice assistants; Tencent’s approach is to provide solutions Tencent’s TAI system is mainly to provide solutions for the intelligent development of car companies.
Although the three companies have different focuses, but the three have already had stable cooperative car companies, how many ways does BAT get on the train? What is the result? And look at the detailed interpretation of the car things.
BAT develops the car system
Internet companies want to enter the automotive industry in the trend of automobile four-way. They regard carization as an opportunity. Some of the executives who came from Internet companies chose to build their own cars, such as Weilai, Xiaopeng, and ideal cars. Waiting, it has become a new force in building cars, and the other part has entered the automotive industry from the car system, such as Alibaba, Baidu, Tencent and so on.
After a few years, the new car companies have encountered different levels of difficulty, and the car system has shined at various exhibitions. New car companies can launch new models, but still produce cars, and intelligence The car makes the car smarter. From the current point of view, cutting into the automotive industry by car is the most direct and effective way of the automotive industry, and the car system, you have to mention the BAT car system.
1, a complete operating system: Ali AliOS
The word “Internet car” really enters the popular RX5 car of SAIC Roewe, and the car system of this car is based on the Ali AliOS system.Zhixing, the success of this car has made Ali AliOS begin to be understood. In fact, Alibaba did not develop a car when it started developing the system.
Ali originally looked at the mobile phone operation market. As early as 2011, Ma Yun allocated a large sum of money to develop his own operating system. Ali re-developed a system based on Linux, although similar to Android, but similar It is not the same system.
But when the system was launched, the mobile phone market was still the world of Android and iOS. Although Ali had the heart to occupy a place in this market, it could not achieve it. Since the road of mobile phones is not going to work, it is necessary to find another place to put its own system. At this time, the car factory also has an intelligent idea, and the ideas of both sides coincide.
In 2016, Ali and SAIC reached an in-depth cooperation to establish a joint venture company Zebra Zhixing. In September 2017, Ali released a new Zebra Zhixing system, which includes OS underlying construction, voice interaction mode, card UI design, and map. Features and services, etc., is a complete operating system in the true sense.
▲Ma Yun and Chairman of the SAIC Group Chen Hong
The SAIC Roewe RX5 is equipped with the Zebra Zhixing system. As of July 2019, it has sold more than 620,000 units (data from Sohu Auto). This sales has also made Ali AliOS well known and has made SAIC a global player. Internet car sales are the most sold and the highest proportion of car companies.
2, change the voice assistant: Baidu DuerOS
Under Ali’s half-way home-made car system, Baidu wanted to stand in the car market from the beginning. In 2014, Baidu launched CarLife, the first cross-platform car networking solution in China. In the year, Baidu launched the DuerOS system.
Baidu put its focus on AI very early, as early as October 2016, the US authoritative magazine “Fortune” in the “Why deep learning is suddenly changing your life” article, Baidu and Google, Microsoft Facebook is listed as the four giants of deep learning in the field of artificial intelligence, so Baidu has a natural advantage in the intelligent use of in-vehicle systems.
The core of voice assistant is the difference between Baidu and Ali. Baidu is in 2When DuerOS was released in January 017, it began to be the voice assistant. It claimed to be the Android system in the era of artificial intelligence, and it was a new operating system with voice as the mainstream interaction method.
▲Baidu DuerOS Developer Conference
Voice Assistant has always been the main function of Baidu DuerOS. Baidu has also continuously upgraded it. In DuerOS 3.0 released in 2018, it supports voice multi-round error correction, which can carry out complex progressive intent recognition and logic. Conditional intent recognition to better understand the user’s intentions and behavior. At the same time, DuerOS3.0 also has natural language interaction technology such as emotional voice broadcast, voiceprint recognition, intelligent guidance and error correction, visual search ability, and video comprehension.
▲Baidu Car Voice Assistant
Baidu has also established a cooperative relationship with a number of auto manufacturers. Chery and Baidu jointly developed the Xiongzhi Zhiyun car system. Ford and Baidu jointly developed the SYNC+ car entertainment system.
3. Create an open car platform: Tencent TAI
Compared with Baidu’s long-term plan to stand in the automotive field, Ali developed the system halfway into the car circle, Tencent entered the car circle later than the other two, in the previous product positioning is not very clear.
In November 2017, Tencent officially released Tencent’s “AI in car ecosystem” during the 2017 Tencent Global Partner Conference with “AI in all” as its key theme.
Tencent said that Tencent’s AI in Car system brings together Tencent’s security platform, content platform, big data, service ecology and AI capabilities to provide intelligent, scene, personalized and social for industry and partners. Service to help car companies enter the car smart network.
The AI in Car system is mainly a solution that is deeply bound to the car and only builds cars on the upper level.The scenes and experiences, no hardware, no operating system, only for car companies.
In 2018, Tencent upgraded the system to TAI Auto Intelligent System. The upgraded Tencent Fed will form a service ecosystem based on a super ID and two basic technologies (Tencent Cloud + Tencent AI Open Platform). It has four functions including secure voice sending and receiving WeChat, car applet, scene map and multi-mode human-computer interaction.
▲General Manager of Tencent Car Network, Liu Wei
At this time, Tencent has already understood how to make a car system, and to move Tencent’s entertainment ecosystem to the car. Instead of developing it alone, it chose to cooperate with the car company.
▲Tencent car network display map
At present, Tencent has established an in-depth cooperation relationship with Changan Automobile. The two parties have established a joint venture company, Wutong Motorsport. The new joint venture company will further expand Tencent’s influence on the vehicle system.
The three BAT companies have established cooperative relationships with a number of car companies at this stage. The three friends’ circles are still expanding, and the three will continue their competition in the Internet field to the in-vehicle system.
Vehicle System Three Kingdoms BAT Construction Camp
The introduction of automotive intelligence has only been in the past six or seven years, and BAT has officially started to work in the field of vehicle systems for a few years, but with its own influence, BAT has already established a huge friend in the rim. ring.
▲BAT partnerCompanion summary table
Ali first embarked on the road of cooperation with car companies. In 2015, it cooperated with SAIC to establish Zebra Zhixing, and cooperated with SAIC to launch the first Internet car Roewe RX5, which greatly enhanced the popularity of Roewe. Do not open the zebra Zhixing this in-vehicle system.
▲ Ali AliOS main interface
The success of Roewe also made SAIC Group see more possibilities. Subsequently, SAIC Group launched a number of models equipped with the Zebra Zhixing system, and equipped its MG and SAIC Chase with the Zebra Zhixing system.
▲The Roewe RX5 MAX equipped with Zebra Zhixing
Looking at SAIC’s launch of a new Internet car one after another, some car companies have also begun to choose to cooperate with Zebra, and then Dongfeng Citroen, Ford, Qoros, Skoda and Baojun cars have joined. Zebra’s circle of friends.
▲ Zebra Zhixing Cooperative Vehicles
Ali is setting up his own circle of friends, Baidu is not idle, Baidu uses voice assistant as the main tool to cut into the car system. With the accuracy and convenience of voice interaction, Baidu also quickly establish contacts with many car companies.
Baidu has already cooperated with Weimar Automobile, Dongfeng Motor, FAW Group, Changan Automobile, Ford, Daimler, Great Wall, Chery, Jianghuai, Beijing Automobile, Beiqi New Energy, Weilai Automobile, Ideal Automobile, Jinlong Bus, Futian Cars, FAW Jiefang, Zotye and other 13 car companies reached a cooperation, and deep integration with 18 flagship models of four brands including FAW, Chery, Hyundai and Cheetah.
Although Tencent did not start Ali and Baidu in the car, the development speed of Tencent is not slow. Tencent started from social, and the huge data traffic is Tencent’s unique advantage. Tencent has established its own social ecosystem, which is the advantage of Tencent’s choice of car-building ecology.
Tencent established a joint venture company, Wutong Automobile Co., Ltd. with Changan Automobile last year. The Wutong Automobile Association will deeply integrate the basic capabilities of Tencent Automobile and Tencent’s core ecological resources to provide products and services with intelligent, networked and data service capabilities.
After launching his own fist products, Tencent also won the favor of many car companies, GAC, Mercedes-Benz, BMW, Changan Automobile, Geely Automobile, SAIC, China FAW, FAW-Volkswagen, SAIC Volkswagen, Weilai, Wei Horses, BYD, Audi, FCA, GM and other car companies have established a cooperative relationship with Tencent.
▲Tencent TAI cooperation car company
It can be seen that Tencent’s circle of friends is also quite large, both domestic and foreign traditional car companies, as well as several new car companies. Although Tencent’s start on the car is not early, Tencent’s development speed is still very amazing.
In addition to directly cooperating with car companies, BAT also cooperates with car companies through software on-board, providing customized car solutions, and establishing joint ventures with car companies.
Not only relying on the car system BAT fancy car
At this stage, the three big BAT giants have all entered the field of car machines. From the perspective of the system field, Ali has already led the self-research system, but the car is a very personal thing, and the way of getting on the BAT is not the same. A single boarding mode may not be available to all car companies or consumers, and combination punches can be more effective.
BAT is a well-known three Internet companies in China. Both technically and financially have sufficient advantages. This also gives the three more conveniences in the layout of the vehicle system. They do not have to stick to one kind of In a way, you can work flexibly with car companies.
1, APP alone on the bus
BAT is now very hot in the competition for small screens, and almost everyone’s mobile phone has software developed by these three. Baidu is far ahead in search engines, while Alibaba is centered on e-commerce, and Tencent has built a huge social ecosystem.
The three have their own characteristics, but there will be three in audio and video entertainment, APP, content, etc.Some crossovers. Since these softwares have become an indispensable part of many people’s lives, car companies will choose to cooperate with BAT to obtain access to these softwares in order to create a more comfortable interior environment. As a result, although BAT’s in-vehicle system may They didn’t get on the bus, but their tentacles still reached the car.
2. Providing solutions Cooperating with car companies
Since the beginning of the field of in-vehicle systems, Tencent has indicated that it only provides solutions. The vision is to be a solution provider, not to do hardware and develop operating systems, and to provide better services to car companies through Tencent’s social ecology. .
Baidu is a voice assistant. Although Baidu has also launched a complete car system, but more is still choosing to cooperate with car companies, making customized plans for car companies, Baidu has already been with Chery. Ford and other car companies cooperate to provide customized vehicle systems for car companies.
▲Baidu cooperates with EXEED Star Car to develop a car machine
3. Establish a joint venture with the car company
In addition to moving their car systems directly to the car, they will choose to establish a joint venture with the car companies to jointly develop the car system, which can make use of the advantages of both car companies and Internet companies. More suitable for the car system of the car company.
In 2015, Alibaba Group and SAIC Group jointly established Zebra Zhixing. Zebra Zhixing is an Internet car open platform based on AliOS system. Since its establishment, Zebra has established a cooperative relationship with many car companies.
In addition to the Zebra Zhixing established by Ali and SAIC, Tencent and Changan also established a new car networking company in 2018. The new company was named Beijing Wutong Chelian Technology Co., Ltd. Wutong Chelian is a major player and strategic executor of Tencent’s “Eco-Car Networking”, focusing on the research and development of products and services in the field of auto intelligent network, which provides the industry with a full range of smart travel solutions.
▲Zebra Zhixing Conference
The TINNOVE automotive intelligent system developed by Wutong Chelian integrates the basic capabilities of Tencent Auto and Tencent’s core ecological resources to provide products and services that are intelligent, networked, and data service capable. At present, the first generation of TINNOVE products has been officially launched on the Changan CS85 COUPE model. The important models such as Changan’s follow-up CS75 PLUS will also be equipped with TINNOVE automotive intelligent systems.
▲Tencent hand in Changan Automobile
Conclusion: BAT is on the bus, the opportunities and challenges of car companies coexist
BAT has now completed the layout of the in-vehicle system, but the direction of the three is different. Alibaba has developed a car system that is dedicated to building a complete in-vehicle system; Baidu is working from voice assistants. Companies will jointly develop in-vehicle systems; Tencent will continue to leverage its social and ecological advantages and want to bring the entire social ecology to the car.
BAT has many years of development experience in the Internet industry, has a large amount of data and technology accumulation, and has a natural advantage in the development of intelligent networked vehicles.
The cooperation between car companies and BAT to develop cars can quickly achieve success in vehicle systems, but the increasing role of Internet companies in the automotive industry will also affect car companies. The entry of Internet companies will be for car companies. It is a double-edged sword.