Behind the different points of new energy and inte

Abstract: the work of cross-border alliance is to coordinate and formulate the standards of smart alliance. However, the standard itself is a summary of the technological research and development achievements of many technology companies. For technology, the alliance can do very limited things

at the beginning of this year, the Ministry of industry and information technology convened more than 10 units to discuss the standard formulation of new energy vehicles and smart link. At the end of March, the Ministry of industry and information technology came up with "2018 new energy vehicle standardization work points" and "2018 smart car standardization work points"

screenshot

"key points" are not laws and regulations and industry norms, nor the standard itself, but only indicate the scope and prompt content of standard formulation. There is no time node mentioned in the "key points", so it is not mandatory

the official expectations for the two "key points" are obviously different. For new energy, list a series of hard tasks until the standards of the whole new energy system are completed. Although international cooperation is also emphasized, the purpose is to "promote the internationalization of Chinese standards"

for smart link, the tone is much softer. In addition to ADAS (auxiliary driving system) requirements for the development of standards, it is only required to start the "development work". The formation of international standards emphasizes "participation" and "coordination". There is no mention of the dominant right to formulate standards. From the official level, it has been recognized that we are behind the international advanced level in the field of smart link, while new energy is guaranteed

the "temperature" of new energy and smart link is very different

both of the two points are related to cars. The development of science and technology attached to cars not only reposes the hope of changing the overall lifestyle of mankind, but also is an industry "grasp" since its establishment in 1929. Through the development of new energy and smart links, we can reap the upgrading of almost the entire industrial and technological fields. Because of this understanding, they have also been incorporated into the national science and technology strategy of made in China 2025

in these two fields, China and the United States are players of the same level, while Europe and Japan, although the automobile industry is very developed, are regarded as second-class players because of their deep market and heavy dependence on the Chinese and American automobile market. So far, it is no accident that only China and the United States have more than 10 self driving test sites in the world. There are three test sites in Europe and one in Japan. The reason is very simple, because of the market capacity

for China, new energy vehicles and electric vehicles are almost the same concept, and other energy solutions have not received government and market support. The technical threshold of electric vehicles is quite low. Having a gun is the king of grass. It is said that there are 314 vehicle start-ups. What regulators are worried about is not the lack of market vitality, but the opposite. There will be giants rising in start-ups, and the vast majority of the rest will be abandoned by investors due to lack of market prospects, leaving a chicken feather. On the surface, the regulatory authorities are working hard to reduce the number of victims, but in fact, it is to avoid the risk of a hard landing for the whole new energy industry

at present, there is no danger of surplus in smart link. The construction of the whole industrial chain has not yet taken shape. The market is in the early stage of cultivation, and there is still broad room for maneuver

the gap between China and the United States in basic technology

the concept of smart link is quite vague. Autonomous driving based on local AI is considered as single vehicle intelligence (not necessarily in fact), while multi vehicle information exchange based on v2x communication for the purpose of distributed perception and collaborative organization is called multi vehicle intelligence, which is called intelligent association. Car couplets intersect with the two at the same time, while smart city (commanding traffic system) covers all the above

it should be pointed out that once the cloud platform and high-speed communication network are put into actual deployment, pure local intelligence will disappear, giving way to the scheme of local AI + cloud + multi vehicle communication to form an intelligent joint system. In this way, autonomous driving technology has become a part of the concept of the United Nations Conference on intelligence, and they will be integrated sooner or later

the current automobile market generates a value of $2trillion per year, while the future intelligent connection system can create a market of $10trillion. China and the United States together will account for more than half of the world, and the two are still the most valuable pan travel markets

some people summarize the basic technology of the intelligent link platform into five platforms, namely, high-precision map data platform, cloud platform, vehicle terminal platform, intelligent computing basic platform and automotive information security platform. China lags behind the United States in these five areas to varying degrees. Among them, when NASA pushes human technology into the depths of space with high accuracy, the map gap is the smallest, while the gap between automotive information security is the largest

for hardware research and development, the five platforms still rely on the next level of basic technology. For example, cloud platform depends on chip manufacturing, 5g network technology, computer technology and AI technology. Unfortunately, after further disassembly, China still falls behind the United States in all respects, except that both sides of 5g network are good at winning (China may be a little ahead)

mystery of the number difference of start-ups

in Silicon Valley, the success prospect of self driving start-ups is to be acquired by large companies, rather than selling their products to car companies or listing independently. In fact, car companies always try to set up their own teams to develop self driving platforms

last year and the year before last, both GM and Ford launched acquisitions in the field of autonomous driving. Mark fields, the former CEO of Ford, invented the "hybrid model" - Argo AI, which was acquired, remained independent, while the two founders firmly controlled Ford with options

GM, which started earlier, also adopted a similar installment method and acquired cruise automation. The difference is that after the acquisition, Ford integrated its own autonomous driving business unit into Argo AI. General Motors maintained their independence

compared with traditional car companies, the acquisition actions of technology companies are bolder and faster. Uber's acquisition of Otto has proved to cause great trouble, but its practice is quite common, that is, through the acquisition of start-ups, it can quickly obtain the ability to intervene

domestic start-ups have taken the opposite path: talents from Silicon Valley or Michigan have been recruited by domestic companies to fill their newly formed teams. However, it often doesn't take long for the technical backbone to leave and start a business for various reasons. Bat's relevant business adjustment is regarded as the catalyst for the birth of start-ups. Wu Enda, Wang Jin and Lou Tian, who left Baidu, belong to this category. After they left, they all founded their own companies. However, the legal dispute with the former employer is similar to the lawsuit between Google and Uber triggered by levandoski

bat has invested heavily in the field of Pan travel, but is hesitant to acquire startups. They are worried that the company bought it, but the loss of core team members devalued the acquisition. Conversely, the departure of the founding team, in addition to cash out considerations, has a lot to do with the new owner's "Deconstruction" of the start-up company. As a result, start-ups have lost the value of independent existence

so far, there is no case that a large company (including car companies and large technology companies) has successfully acquired smart link startups in China. This leads to the lack of exit ways for investors behind new start-ups, which affects the incubation of start-ups

the density of new start-ups is lower than that in the United States, because the business soil is not suitable, which is embodied in the fact that smart link technology lags behind the United States

in contrast, new energy enterprises with low technological threshold and capital intensive investment are blooming all over the country. Two working points are equivalent to the recognition of the current situation

at the official level, efforts have been made to create a research and development atmosphere of smart link. The "China smart car industry innovation alliance" established last summer covers nearly 100 units, including car enterprises, scientific research institutes, universities, it enterprises, 3C manufacturers, and telecom equipment manufacturers, with a huge lineup

whether it's hardware or software, Jinan Shijin will do the best. The work of the alliance is to coordinate and formulate the standards of intelligent alliance. However, the standard itself is a summary of the technological research and development achievements of many technology companies. For technology, the alliance can do very limited things

western economists have constantly warned that the reduction of packaging materials should be achieved by official promotion of industrial development; And allocating resources is inefficient. The promotion of smart link technology largely depends on start-ups, not large companies, nor official. The latter's capital provides cash out opportunities, which is "picking peaches" for technology. Creating the incubation soil for start-ups is more important than setting standards. With a large number of technical solutions that have been tested in practice, the standards are natural