As the name suggests, Internet of vehicle (IOV) is to let the car connect to the Internet. This is a subdivided application of the Internet of things (IOT: Internet of things) in the automotive field. The vehicle establishes contact with the outside world and creates rich and colorful functions.

The traditional car cabin is cold. With the arrival of 5g and artificial intelligence, good cabin space can help drivers and passengers better enjoy a better life. Intelligent cockpit is a new generation of interactive mode, and has also become our third living space after family, unit / school.

Technology is not achieved overnight. It is always rugged. I'm a communication monk. Today, I'd like to talk about the technological progress of Internet of vehicles in the past 30 years.

Photo note: the smart cockpit of domestic cars has become very fashionable

 Similar to 1g, car intercom system is popular for a time

Vehicle intercom system is developed based on analog communication technology, similar to mobile phone (1g).

Camel Xiangzi's rickshaw in old Beijing is a low-cost version of taxi manpower. The business of pulling people has existed for a long time. In fact, China's modern taxi industry originated in Guangzhou in 1989. The Canton Fair is popular. Many foreign guests visit. Taxis using meter appear in Guangzhou. Since 1992, taxi drivers in Guangzhou have changed from unit employees to contracting or leasing mechanism, and everyone is their own boss.

Since the 1990s, I have had the experience of taking a taxi. The walkie talkie often rings and the driver is chatting from time to time. There are some indecent drivers who speak dirty words recklessly.

The father of the netizen "angel wing star" used a Japanese Jianwu walkie talkie in his car in the 1990s.

Note: Car walkie talkie, antenna, microphone and other accessories

The on-board station of taxi generally uses UHF frequency with power of about 20-25w and on-board antenna. If there is no trunk, you can talk to each other normally within about 20 or 30 kilometers, using the "push to talk" mode.

Some cities have built communication towers (relay stations with similar base stations) to greatly expand the coverage. Shanghai has built a taxi dispatching network covering the urban area of the whole city.

In 1992, a communication tower was erected on the Nantai building, and eight sets of antenna networks were set up, which applied the vehicle radio to the taxi dispatching system for the first time. More than 2000 Johnson & Johnson taxis have been equipped with radio stations to realize the walkie talkie real-time vehicle dispatching system in the city.

"Dial the phone, call the walkie talkie, and the car will arrive immediately", which provides convenient car Hailing services for citizens. Talk with taxi driver in the system through the call center down broadcast, and use the same frequency to call and answer. In those days, taxi call was very popular. The dispatcher once sent orders for an emergency pregnant woman. In an instant, more than a dozen drivers in the nearby area answered and shouted to help take care of passengers.

At the beginning of 2019, the highest part of Nantai building at Taixing intersection of Nanjing West Road and the first and last taxi wireless communication tower in Shanghai were demolished, announcing the withdrawal of taxi radio station from the stage of history.

Besides the car platform, the hand platform is also useful. After the snow disaster in 2008, my friends drove several cars to Hunan for disaster relief and brought several handheld walkie talkies ("handsets") to the same frequency. Because the power of the mobile phone is small, it can be covered within a few kilometers, and you can only call the mobile phone further away.

Photo note: hytera x1p digital walkie talkie made in China in speed and passion

The huge whole machine industry has driven domestic chips. Shenzhen Litong technology is mainly engaged in interphone chips. The prospectus discloses that its customers include Motorola, Jianwu, hytera, etc. Shanghai Broadcom integration also provides similar chips and services.

2G starts the Internet of vehicles. GPS positioning, rescue and anti-theft are the most powerful needs

In 1994, GPS was fully commercial. Also in 1994, GSM was commercialized on a large scale in Guangdong. In this way, the Internet of vehicles has developed in China.

1、The start of GSM low-speed data service is the key to the start of Internet of vehicles

In 1994, GSM began large-scale commercial use in Guangdong. At this time, I came to Guangzhou.

In addition to making phone calls, there are also data services (now it seems that the rate is very low). There are two ways. One is short message (and later MMS multimedia message), and the other is GPRS.

In 1999, I participated in the North exhibition to introduce the mobile Internet. At that time, 8 channels were bundled to provide the highest rate of 171kbps. On your mobile phones, if the 4G signal is not good, an e word will appear, that is, edge, which is a 2G enhanced service, up to 384kbps.

Photo note: author Dai Hui introduced the mobile Internet in the 99 North exhibition

CDMA, which belongs to 2G and developed slightly later than GSM, also has short message and 1x data services.

It is precisely because of the development of 2G mobile data service that the Internet of vehicles has a great start.

GSM is also used in trains and ships. For example, GPRS is used for motor cars between Guangzhou and Shenzhen, and GSM-R system is used as "Wireless Train Dispatching" on green cars and freight trains. GSM base stations can cover up to 120km offshore, and mobile phones can be used on offshore ships. The craziest thing is that the air-to-air transmission of the communication base station can cover the aircraft channel, because the cruise altitude is only 10 km.

2、Satellite navigation GPS was fully completed in 1994

The United States began to develop the global positioning system GPS in the 1970s. It took 20 years. By March 1994, 24 GPS satellite constellations with a global coverage of 98% had been deployed. Each time GPS positioning equipment is used, the signals sent by at least four satellites work together to determine the receiver's speed, time and three-dimensional position. Brad & middot, the father of GPS; Parkinson played a leading role in development, design and testing.

Note: Brad & middot, the father of GPS; Parkinson

Similar technologies include Russia's GLONASS, Europe's Galileo, China's Beidou, etc. At the beginning of the century, I promoted CDMA base stations with GPS / GLONASS dual satellite positioning system.

China Beidou can also have short message service. Fishing boats in the South China Sea can use cheap Beidou terminal to send short message alarm and add positioning information, which is "ship networking".

Commercial vehicles (buses and trucks) need to be forced to install Beidou satellite networking equipment. The regulatory department conducts driver behavior analysis in the background. If the driver is tired driving (driving for more than 4 hours continuously), he can know it remotely!

There are already a large number of cheap and high-quality Beidou satellite navigation terminal chips, such as Huada Beidou, Beidou Xingtong, Hagrid communication, hezhongsizhuang, Ziguang zhanrui, zhonghaida, Mengxin, Leike, etc.

3、SEG first provided GPS system, which can cut off oil and power remotely

Guangdong is the earliest large-scale commercial area of GSM, and the Internet of vehicles was born. The earliest networking systems are GPS related. Huaqiangbei was the most powerful in the electronic field at that time, and Tencent started there.

Huaqiang North has a skyscraper called SEG building, which shook in May this year. Everyone laughed and said that component distributors hoarded too many chips. Of course, this is a joke. The official has refuted the rumor and said that the reason has been found and removed. When the SEG building was just capped in 1999, it shook. At that time, someone gave a seemingly reasonable explanation that the high-rise building is like a strong grass. When the wind blows, it may shake slightly, but it is not easy to break.

SEG electronics, located in Huaqiang North, is a pioneer in the field of GPS Application in China, using GSM 2G connection technology.

In 1995, SEG electronics established a GPS monitoring and dispatching command system for Xiamen public security bureau, becoming the first in China. The dispatcher can know where many police vehicles are in real time, so that the nearest vehicle can be arranged for police.

Since 1999, "SEG chesheng" brand has provided GPS positioning, anti-theft alarm and other services for car owners. I remember going to Lianhua Mountain on the first day of the lunar new year. At the gate is the advertisement of SEG chesheng.

I saw a case of BMW stolen in the newspaper. Two sets of independent GPS positioning devices were installed in the car. The thief removed one GPS and the other is still working. After seeing the location of the vehicle in the background, call the police, cut off the oil and power remotely, and report the location to the local police in real time. The police uncle intercepted the car thief and caught both people and stolen goods at one go!

Huaqiang Electronics, another state-owned company in Huaqiang North, once had a similar business. Dozens of high-end concierge cars in a factory once used this system. In 2013, I went to the vehicle department to see the management background. The driver behavior analysis is done well. Log in to the background website to see the location, travel data and driving behavior analysis, such as whether it is speeding, fatigue driving, illegal lane change, whether it is beyond the operation scope, etc.

Remote oil cut-off? It sounds amazing. It's not complicated to implement. Its working principle is not to really close the oil circuit, but to connect a logically controlled relay in series into the main power (main power supply), the power supply line of the oil pump or the electronic ignition power circuit of the carburetor. When the vehicle is beyond the operating range or stolen, it can send commands remotely. After receiving the power-off command short message, the control platform with SIM card in the vehicle will start the relay to disconnect the circuit.

Note: the schematic diagram of the oil pump power supply connected to the relay is similar to the electric light switch

The remote fuel cut-off shall be carried out when the vehicle speed is less than 20km / h. If the speed is too fast, the fuel cut-off command will not be executed to ensure safety.

Times have changed. The GPS anti-theft function has been played as a street stall level by the Chinese, and the price is ridiculously low. On the e-commerce platform, you can buy a remote control device of about 200 yuan, GPS / BeiDou double star positioning, and you can control the remote oil and power cut-off through the mobile app! Magic, don't you accept it? The previously unattainable SEG car saint has gradually disappeared from our vision.

4、Taxi GPS alarm, real-time upload of driving track

In the early years, it was normal for taxi drivers to have hundreds of yuan around them, and it was common for taxis to be robbed. Occasionally, drivers are killed and cars are robbed in Shenzhen. Shenzhen taxi cabs are equipped with stainless steel anti-theft nets, and some cars are equipped with anti-theft steel plates, which can not be seen at ordinary times. When the driver presses on his feet, a steel plate can pop up quickly on the side. It feels incredible now, but it was all true at that time.

Once I took a taxi in Shanghai and suddenly found that there was no "encirclement". The driver told me that there was a hidden button on the left. Press it to call the police directly! After the alarm, the location information is sent out through the GSM data channel, and photos can be uploaded.

The LED display screen on the top of the taxi is also linked with the alarm facilities in the car. Once the taxi driver presses the alarm button in case of danger, the words "I've been robbed, please call the police for me" will be displayed on the LED display screen.

There was a tragic case in 2019. The taxi driver pressed the one button alarm button twice. The backstage personnel of the alarm system were worried about false alarm. They called the driver to check. As a result, they were found by the gangsters and killed the driver. It can be seen that the alarm in this place goes to the system background first, and then the background personnel decide whether to start the real alarm. I believe the process will be more perfect in the future.

The dispatcher of the taxi company can see the location of each car (GPS positioning), and the dispatcher can also see whether the taxi carries passengers. The driver gradually has a mobile phone, so the taxi walkie talkie system gradually declines.

The track of the taxi is uploaded in real time. A few years ago, I accidentally left my suitcase in a taxi and forgot to get the invoice. I came to the radio management center in Huaqiangbei. According to the approximate time and location of getting on and off, the management center found the taxi I took in the uploaded taxi track.

After the arrival of the mobile Internet era, it is convenient to take a taxi with mobile app. Because there have been some safety accidents, now online car Hailing also has a one button alarm button, the whole process recording can be uploaded in real time, and a camera can be installed in the car.

5、Telematics remote online security service, starting from universal

In 1995, OnStar, a subsidiary of general motors, was born to provide safety information services, which is the exclusive configuration of general motors. Anji star is known as the world's first brand dedicated to automobile driving interconnection, and is committed to building a scientific and technological life and a new way of travel.

Telematics remote online information service has surfaced. The word is condensed from the two words of communication and information technology. Telematics represents the telematics service for vehicles, and anjixing is the telematics service provider of TSP (telematics service provider).

It can be seen from the current website of anjixing that the services provided include: automatic collision alarm and automatic help seeking in case of collision (the alarm will be triggered automatically in case of collision); Road assistance and medical assistance; Remote unlocking (useful in case the key cannot be found), stolen vehicle location and start-up restrictions; Remote vehicle monitoring and diagnosis; Full range voice control navigation and directional road navigation; Telephone service, etc.

The above services can be realized visually under the low-speed data connection rate of 2G. Of course, 3G / 4G will run better. In North America, it mainly cooperates with Verizon Wireless in the United States and bell mobility in Canada.

At the beginning of this century, I opened a general-purpose Encore SUV in New York, and pressed the blue on button on the rearview mirror. There was a thick male voice: Hello, can I help you? Scared me. Later, I learned that this is anjixing's customer service consulting service button.

The emergency rescue service makes car owners feel at ease - when customers encounter emergencies during driving, such as accidents or diseases, they can get timely assistance through emergency calls.

Anjixing does not just passively wait for calls, but also actively initiates services. In case of a serious accident, the on-board system will automatically send a signal to the background support center when the airbag in the vehicle pops up. Such calls will be handled preferentially. If the vehicle owner is not contacted, the support center will locate the vehicle through GPS and contact the rescue personnel immediately.

In the 3G era, China's telematics automotive online service market strengthens entertainment and navigation

1、Foreign brand automobile starts telematics automobile online service market

In 2009, China issued 3G licenses. In October of that year, anjixing entered China, started with cooperation with telecom, and provided automobile safety information services for the main models sold by SAIC GM at the end of 2009.

Anjixing's entry into China is a landmark event, which detonated the telematics auto online service market, and major auto enterprises have launched similar services.

Mercedes Benz launched Mercedes Benz Internet service in China. Toyota G-book intelligent co driver system was officially released in Japan in 2002 and first introduced into China in 2009 to serve its high-end models. The functions are similar, such as path planning (calling for directions), accident rescue, road rescue, vehicle positioning, remote diagnosis, remote door locking and unlocking, charging setting / air conditioning pre start (cold zone heating in advance, tropical zone cooling in advance), parking position prompt, journey consulting service (selling air tickets and booking hotels), etc.

It is worth noting that in order to remotely monitor the working state of the vehicle and remotely switch the door lock and window, it needs to be connected with the vehicle can bus. When you see that the mobile phone can remotely unlock the door (especially useful when you forget to bring the key), you actually go through a series of links: mobile phone → cloud server → on-board communication control module (T-box) → vehicle can bus → door control system.

Overall, the main purpose of the Internet of vehicles before 2010 is "security". However, with the improvement of domestic security, there are fewer and fewer robberies, and the people are less and less sensitive to the demand for "security".

2、Telematics is in full bloom, focusing on entertainment and navigation

In 2010, 3G wave hit madly. Domestic cars have also established a large number of similar telematics systems and services. SAIC inkanet, Chang'an incall, Geely G-Net link, etc. blossom everywhere. These are TSP (telematics service provider).

"Inkanet" is the intelligent network driving system released by SAIC Group, the largest automobile group, in that year. Its name is taken from the English "in car net". Considering that Chinese people are more and more insensitive to anti-theft and alarm, "inkanet" strengthens the entertainment and navigation functions.

At that time, the call center was very popular, 12580 (I'll help you with one click), telephone banking, telephone booking air tickets... There was no need to work hard at the store. You could solve many things directly by calling. I felt that science and technology had made great progress.

Therefore, major car enterprises have provided operator mm to serve car owners. In order to meet the requirements of local tyrants, some luxury cars also invited some local operators mm.

During driving, press "operator service" to contact the operator of the 24-hour hotline center. If the operator is asked to help retrieve and set the navigation destination, the final navigation path will be sent to the screen of the on-board terminal. An unexpected thing happened: many people like to chat with the backstage operator mm.

Note: SAIC "inkanet" has customer service mm to help with navigation

"Inkanet" is based on the central control vehicle computer, adopts a large touch screen, close to the form of smart phone, integrates FM radio, can also listen to music, watch video, plug in SD card or 3G networking. The traditional CD / DVD card slot has been cancelled in the central control vehicle, and the "earth Hi" behavior of putting DVDs while driving can't be played anymore.

Note in the figure: "inkanet" 2.0 SAIC Roewe central control machine, with built-in 2G / 3G communication module

The central control car machine and related functions are developed by Shanghai Botai. After years of development, it has become a well-known car networking company. At that time, Botai cooperated with iFLYTEK in speech recognition, which can directly input speech, which is the first Chinese vehicle voice input in the world.

Since 2012, Gaode navigation has been adopted. The map is offline, and there is a charge for map update. Now I think it's incredible. I did well at that time! Some netizens commented: where you can't find it, you can dial one click Service immediately, and the operator mm backstage warmly helps!

Communication baseband chips must be used for the Internet of vehicles, such as Qualcomm, Huawei, MediaTek, Spreadtrum, etc. However, at this time, they just do a good job in communication baseband, and there is no coupling with the car in essence. No one expected that a few years later, the communication chip company turned into a player of automotive smart cockpit chip.

In the 4G era, smart phones have become the center, and the Internet of vehicles has entered a low tide

Since 2013, China has entered the 4G era, with the rapid development of smart phones and mobile Internet.

In August 2013, baidu navigation was completely free. In September 2013, Gaode navigation was fully free. The real-time navigation based on smart phones tells us where there is congestion and automatically plans the best route, which has greatly changed our life. I never dared to drive into downtown Guangzhou before, but now I drive into downtown calmly.

My mother has witnessed that I keep going the wrong way when I read the map. Up to now, smart phone navigation directly reaches the destination. She is extremely impressed by satellite navigation. She sighed: how can humans be so smart?!

The most unfortunate thing is Khalid. Brilliant for a time, but also on the new third board, but it returns to dust. After driving in 2006, I bought navigation equipment with cracked Kailide and e-route airlines with genuine Kailide. After the two-year free period of on-board remote service presented by the original factory, many people don't renew it.

Since 2014, smart phone + Internet has become the center of car life. The development speed of software on mobile phone is much faster than that of on-board system.

Apple brought a "bad head". In 2014, Apple launched Carplay projection mode.

Carplay is a projection technology provided by apple for automobile manufacturers to integrate and enable users to access various iPhone apps through interactive means such as the touch screen or buttons (including steering wheel buttons and center console buttons / knobs) on the vehicle central control screen. Carplay previously did not support third-party apps, such as Google navigation, 18 years of ios12 After 0 was launched, it supports many third-party apps such as Google navigation and wechat.

When I was driving in North America, I used Carplay to import the navigation and music on Apple mobile phone into the car. I felt very smooth. Listening to music is a strong need for long-distance driving. According to Yang Chun of the acoustic building: car audio has entered the era of digital development and developed in the direction of high-power and multi-channel output. Rich and diverse sound effect processing algorithms came into being. Listening to music in the car is not only a pastime, but also an enjoyment. I simply feel that listening to music in the car has a good effect, and I feel like singing in the shower when I was young.

Google took the lead in establishing OOA (open car alliance) and launched Android auto projection mode in June 2014. In 2016, Google launched Android auto embedded operating system. In addition, domestic Internet giants have also entered the Bureau. In 2015, baidu launched carlife, Alibaba launched yunos for car and Tencent launched mycar. In addition, ICT manufacturer Huawei also joined the camp and launched hicar smart interconnection solution in 2019. So far, all four of bath have entered.

This brings a huge conflict of interest! These businesses are only related to mobile phone and Internet app companies, but have nothing to do with car companies. Car companies do not want to share car data with mobile phone companies and Internet companies, nor do they want them to control the on-board information and entertainment system.

In the AI + 4G / 5G era, intelligent networking has become a new favorite, and cars have become the third living space

On June 8 this year, at the "Aiji micro intelligent driving and Automotive Electronics Forum" held in Zhangjiang, Shanghai, I served as the host of this forum and had a face-to-face discussion with many guests, which was also a brainstorming of the automotive intelligent industry chain in Shanghai.

1、Smart car experience revolution is a historical opportunity

There is "oppression" and "revolution". After entering the AI Artificial Intelligence era, car companies finally found their own profit and development direction and "liberated" from the heavy pressure of mobile phone / Internet companies.

In 2015, great progress was made in in-depth learning, and the global artificial intelligence industry witnessed explosive development.

The CES exhibition in Las Vegas in January 2016 became a milestone in the development of intelligent vehicles. I had the honor to observe the booths of ICT players such as Qualcomm, NVIDIA and mobile-eye (later Intel). Taking advantage of the wave of artificial intelligence, they have sprung up and entered the automotive field to compete with traditional automotive chip factories such as NXP, Infineon and Renesas. Every technological revolution may bring newcomers, and "subversives" often come from outside the industry.

Photo note: at CES 2016, Qualcomm released the "big killer" Xiaolong 820a, which promoted automotive intelligence

I have to wait. As early as 2003, I met Qualcomm Jacob and his son in Guangzhou. They were all tall and thin with straight suits.

There is also the slogan of "new four modernizations" in the automotive field: electrification, networking, intelligence and sharing.

ZTE has cultivated the Internet of vehicles for a long time. Tian Feng, CEO of InBev supercomputing, said at the Forum: there are three great development opportunities in the development history of the automotive industry. The first opportunity was in 1913. Ford greatly reduced production costs through assembly line. The United States seized this opportunity; The second opportunity was that after World War II, Toyota made efforts to reduce the use cost by being light, fuel-efficient and durable, and Japan seized the opportunity; The third opportunity is the current intelligent vehicle experience revolution. China should seize this historical opportunity.

Figure note: the intelligent connected vehicle scheme of InBev supercomputing under ZTE

Intelligent networking has become a new development direction of the Internet of vehicles. According to the data released by the Ministry of industry and information technology, in 2020, the sales volume of intelligent networked vehicles in China was 3.032 million, a year-on-year increase of 107%.

Zhang Yi, vice president of Botai, talked about the social significance of the Internet of vehicles. Modern people feel anxious when they leave their mobile phones for two hours. When people are closed by cars, they may be isolated from the outside world and become an information island. The core of passenger cars is to provide travel services. After the arrival of the Internet of vehicles, a life service scene with behavior core has been formed, allowing people to reintegrate into the world.

According to Lao Yao (Wang Yanhui), founder of Aiji micro consulting, the smart cabin is an extension of smart phones, and the business model is also similar to mobile phones, which can be continuously charged through software services. Users' understanding of the value of cars has also changed from travel tools to "third space", and the intelligent cockpit has been continuously upgraded along the "localization networking intelligence". Intelligent cockpit has been widely used in traditional fuel vehicles and new electric vehicles.

Zhang Guoqiang, a consultant of Zhongke Chuangda, believes that the intelligent cockpit is a new generation of connection and interaction.

I found two pictures on the Internet, which clearly showed the development pace of the car cabin.

Auto companies are very happy. They can develop independently and collect money without being strongly controlled by mobile phone companies such as apple and Internet companies such as Google. Apple, Android and other businesses with mobile phones as the core have also encountered resistance from car companies, and there are fewer and fewer opportunities for front loading.

Games are very expensive things. Smart cockpit is now popular with giant screens, which are often more than ten inches. It's great to play games. BYD's dilink car machine system has long become a "game machine". Tesla went further. In the race game of beach buggy Racing 2, the steering wheel, brake and accelerator pedal are used as controllers, so that people sitting in the driver's seat can get the most real driving experience. However, it is said that the tires don't stop turning and wear a little. Giant screen can also watch movies. Musk calls it "old-fashioned film experience, immersive cinema".

2、The development of intelligent cockpit is driven by Qualcomm chips

Artificial intelligence is widely used in human-computer interaction and cockpit perception. Large screen, digital dashboard, face recognition lock, voice and gesture interaction, three-dimensional virtual presentation and AR navigation, head up display, streaming media rearview mirror, one core multi screen and multi screen fusion, multimedia entertainment (audio and video, karaoke, game, etc.), vehicle monitoring, DMS (driver and cockpit monitoring), GPS/ Beidou, OTA......

The function of advanced assistant driving system (ADAS) enters the cockpit area with low cost: autonomous parking, pedestrian and obstacle identification, automatic car following, collision warning, etc. it needs to realize multi-channel video and radar signal processing.

Adas is not really driverless, but it can solve some headache problems at low cost, such as non-stop parking and starting in traffic jam, accidental rear end collision caused by occasional sleepiness, automatic parking, etc.

Xiao Peng, an Internet of vehicles expert, introduced that in order to realize so many functions of the intelligent cockpit, it used to require multiple main chips. In recent years, the smart cockpit SOC (system level chip) scheme can be realized with one or two main chips. Such a scheme not only greatly reduces the design pressure of automotive electronics, but also realizes higher cost performance for vehicle enterprises (OEMs). In other words, this is also a great opportunity for China's automobile industry to become brilliant.

Xian Lei, vice president of sales and business development of Qualcomm China, said that Qualcomm took the lead in entering the automotive SOC from communication and built a good software ecosystem, thus becoming a driving force for the development of chip in China's intelligent cockpit industry.

Photo note: Xian Lei, vice president of Qualcomm China and Dai Hui, author

3、Domestic smart cockpit SOC chips actively catch up

Domestic intelligent cockpit chips have actively followed up and produced two modes.

Mode 1 is that baseband chip companies such as MediaTek, zhanrui and Hisilicon are also taking the road similar to Qualcomm, crossing the line from communication module chips to the field of automotive cockpit SOC (system level chip).

The second mode is the start up company represented by Xinchi technology, which is similar to the SOC of Apple mobile phone. It has strong heterogeneous processing ability and plug-in baseband (T-box). Considering the large space of the car, it can also be achieved.

Qiu Yujing, CEO of Xinchi, said that in order to succeed in SoC chips, it is not enough to make chips alone, but also need to build a software and hardware ecology. Taking software as an example, the first layer around the chip is the operating system, the outward extension is the middleware, and then the outward extension is the algorithm, such as voice algorithm, navigation algorithm, DMS algorithm, ADAS automatic parking algorithm, etc. Chip companies should adapt these details and customers can quickly realize mass production by using them directly.

Chen Yunrong, who has worked in a mobile phone design company for a long time, believes that like the cottage mobile phone SOC of MediaTek / Spreadtrum, the local automobile SOC is also expected to break through successfully.

It is worth mentioning that horizon, black sesame, Hisense shengteng 310 and other domestic vehicle regulation SOC companies target NVIDIA in the field of intelligent driving.

4、"Vehicle OTA" software is upgraded rapidly to create a profit model

Traditional cars have been honed for a long time, and the software is very rigid. It takes at least two years from the definition to the vehicle listing. If the software needs to be upgraded in the future, it may involve the "recall" of the car.

Modern people are all mobile phone players. They know how to upgrade, download and even brush the machine. Can you radiate this understanding to the car?

Over the air download technology (OTA) is a technology to realize remote management of mobile terminal equipment data through the air interface of mobile communication. It is an it mode. With the gradual increase of the penetration rate of intelligent networked vehicles, online upgrading, that is, OTA upgrading, is becoming more and more known.

Software defined car! OTA concept leads car enterprises (OEMs) from focusing on hardware engineering to combining software and hardware, which can ensure the continuous update status of vehicles through software upgrading, and can also repair software faults for users remotely, like software upgrading of mobile phones.

Tesla is the ancestor of "vehicle OTA". It can not only upgrade the on-board entertainment system and application program through OTA, but also update the ECU software, such as battery management system, electric drive control unit, vehicle control unit, etc. It has been implemented for 9 years since 2012. In the past six years from 2012 to April 2019, a total of 37 OTA upgrades have been implemented, with an average of 6 per year.

In addition to the new car making power of Ota, traditional car companies such as "Wei Xiaoli" have also begun to try the play of Ota, including many models of traditional car companies such as SAIC, GAC, BAIC and BYD.

OTA makes software services a new profit model for automobiles! OTA broadens the scope of "service", increases the added value of vehicles, and widens the profit model other than the hardware of the car itself. Many additional functions such as automatic driving upgrade can be charged, which will become an important profit point in the future.

Ding Qi of CITIC Securities Research Department analyzed Tesla's software optional upgrade profit model. At present, the value composition of automobile is still dominated by hardware, accounting for 90%. In the future, this proportion will drop to only 40%, while the remaining 60% will be dominated by services, software and content, which is also a business with high profit margin. This is similar to Xiaomi's hardware comprehensive net profit margin of no more than 5%.

5、With single vehicle intelligence and vehicle road coordination, c-v2x can only be the first to succeed in China

At present, intelligent driving is the so-called "bicycle intelligence". Whether it is "waymo" or "Tesla", the core competence behind it is artificial intelligence algorithm and chip computing power. All sensors are installed on the vehicle and judged locally.

On the basis of single vehicle intelligence, China is trying to develop vehicle road coordination and better realize intelligent driving. Not only smart cars, but also smart roads.

With the development of intellectualization and networking of the automobile, the automatic driving vehicle realizes the massive information interaction between the online and the Internet, the vehicle side and the roadside, and the scale of the node exceeds 100 billion or even 100 billion.

2X can be based on 4G LTE and 5g. V2x has a long way to go, with many challenges and even failure. It is only possible to take the lead in success in China because of China's good road infrastructure construction capacity.

Vehicle to vehicle dialogue (V2V) is expected to reduce the probability of vehicle collision. In fact, there are already effective dialogue and anti-collision mechanisms between aircraft.

Local industries have won a once-in-a-lifetime development opportunity

The Internet of vehicles, intelligent driving and assisted driving technologies have driven the global wave of electric vehicles, ushering in a huge turning point from fuel vehicles to electric vehicles.

The mainland's auto parts, complete vehicles, chips and equipment industries have obtained a once-in-a-lifetime development opportunity.

Tesla Shanghai Lingang super factory ignited the dream of iron man musk and let him completely come out of the bankruptcy rumors. The domestic supply chain shows a strong muscle group, and the manufacturing capacity of auto parts in the mainland is very strong.

It is generally believed that on traditional fuel vehicles, it is difficult for emerging brands to break through, and electric vehicles are a new opportunity to overtake on curves. The new forces of car making listed in the United States, and the stock price soared. Oppo, Xiaomi and other mobile phone companies, Skyworth and other home appliance companies have also put forward car making plans. Huawei claims that it does not manufacture complete vehicles, but only sells complete vehicles in stores.

Under normal circumstances, considering that the car is not very sensitive to the chip price, there are few opportunities for domestic chips to obtain on-board verification. At present, there is a shortage of chips in the world, especially cars. This is a once-in-a-lifetime opportunity for domestic chips to obtain more opportunities for verification. Once the verification is passed, it is only a matter of time before the volume is increased.

Electric vehicles have brought a sharp rise in the use of vehicle specification chips. Automotive electronic chips, including vehicle gauge MCU (micro control unit, such as Xinwang micro, yuntu, etc.), sensor chip (such as Yujie, etc.), network (such as Yutai micro, etc.), power semiconductor (such as BYD, etc.) are developing rapidly.

Geng Xiaoxiang, CEO of yuntu, introduced in his speech at the forum that fuel vehicles use dozens of ECUs (on-board control units), and electric vehicles use more than 100 ECUs because of more control, so the consumption of vehicle gauge MCU (micro control unit) chips has soared.

Electronic manufacturing and packaging test equipment industry is also growing rapidly. Mingrui ideal AOI automatic optical testing equipment serves the production of on-board circuit boards of famous enterprises such as Tesla, Toyota, BYD, BAIC, Bosch, megmit, ZF, Valeo Siemens, and participates in the packaging and testing of vehicle specification chips.

Finally, it ends with Park Shu's song in the film flying life - the great automotive technology revolution is on the way. Let's unite all forces that can be united, and go to this only "ordinary road" no matter how many twists and turns we go through:

I have crossed the mountains and the sea, but also through the sea of people. Everything I once had is like smoke in the twinkling of an eye. I have been disappointed and lost all directions. Until I see the ordinary, it is the only answer!