·The Internet of Vehicles or the restructuring of the automobile industry chain leads to industrial changes
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The use of mobile broadband networks to move the owner's life to the cloud, as well as the remote-controlled home living facilities that often appear in science fiction films, is no longer a dream, but a reality. Yesterday, China Mobile announced the launch of a new car network mobile terminal product "and box", with the support of 4G network, integrated IoT industry chain resources.
However, this is only the primary form of car networking, and now the car network is more suitable for car mobile internet. It is understood that the on-board electronic products that have been launched on the market already have Internet access functions and serve the owners through some functions of the APP. Many companies are currently making continuous efforts toward highly intelligent goals, such as OnStar's real-time traffic advisory service on the car, Toyota G-Book providing traffic navigation and roadside assistance services. In China, BAT is also targeting this market: Alibaba and SAIC are cooperating in the deployment of car networking, Baidu is developing smart cars, and Tencent has also launched the Lubao Box to test the water network.
It is understood that the car network will also lead to changes in the automotive industry, which has led to major changes in the production, supply, sales and after-sales modes of auto companies. Such as raw materials, equipment procurement, product sales and personnel recruitment will gradually become "O2O model", the original industrial chain will undergo fundamental changes. But for many industries, this is also a transformational opportunity, such as China Mobile's own transformation, from traditional voice services to data services, participating in and becoming the most important part of the automotive industry chain.
An industry report pointed out that the penetration rate of domestic car networking has increased from 4% in 2010 to 6% in 2013, and is expected to further increase to 7.5% this year. According to the calculation of 126.7 million vehicles in 2013, the next vehicle penetration equipment with a penetration rate of 7.5% is estimated to be 1,000 yuan. As a result, the market for the Internet of Vehicles will have a scale of nearly 10 billion yuan. It is estimated that the scale of China's car networking market will reach 39 billion euros in 2018, and the software and ground facilities and various services that may be driven may reach a trillion scale.