(Economic Observation) Auto mobile phone manufacturers are competing to "cross-border", who can tell the story of smart ecology?
China News Service, Shanghai, February 28 (Zhou Zhuao) From 2021 to now, the smart car track can be said to be hot, and mobile phone manufacturers such as Huawei, OPPO, vivo, and Xiaomi have deployed in the smart car field.
At the same time, car manufacturers are not far behind, and began to "reversely" enter the field of mobile phones.
Recently, the news that NIO, a new car-making force, is preparing to enter the mobile phone industry has once again "ignited" the topic of "crossover" between the mobile phone industry and the automotive industry.
However, it is not a new thing for car companies to make mobile phones. In September 2021, Geely announced its entry into the mobile phone field.
Why enter the highly competitive mobile phone industry?
Li Shufu, chairman of Geely Holding Group, said that mobile phones are portable mobile terminals with rapid iterations, and are application carriers for electronic product market verification and software innovation, which not only allow users to share innovation results as soon as possible, but also transfer some safe and reliable results to automobiles It can realize the close interaction between the car machine and the mobile phone software technology.
Li Shufu believes that in the future, it has become a major trend to build a user ecological chain across the border and build a corporate moat according to the law. Mobile phones can be connected to the Internet of Vehicles and satellite Internet to create rich consumption scenarios, strengthen the ecosystem, and provide users with more convenient, more intelligent, The multi-screen interactive life experience of the Internet of Everything.
For mobile phone manufacturers, smart ecology is also the main reason for "crossover".
Liu Bo, President of OPPO China, pointed out that the key word in OPPO's product concept is "seamless connection", and the car must be a part of the seamless connection, "OPPO does understand the automotive industry, not only the car, but also There are many ecological industries related to mobile phones.”
Chen Qingtai, chairman of the China Electric Vehicle Association of 100, once said that the "first half" of the automotive revolution is electrification, and the "second half" is intelligence.
With the development of automobile intelligence, automobiles have gradually transformed from a "hardware-based" industrialized product to a "soft and hard" intelligent mobile space.
The report "Cross-Boundary Integration and the New Power of the Automobile Industry" released by the China Electric Vehicle 100 Association also pointed out that the automobile will replicate the intelligent evolution path of mobile phones, starting from the human-computer interaction change in the cockpit, and superimposing the wave of automatic driving, which is moving from Mobility tools are transformed into next-generation smart terminals.
Mobile phones are the entrance to the connected world, while cars are transformed into terminals in the travel process. Cars and mobile phones, two industries that are far apart in the traditional sense, have found common ground in the smart ecosystem.
Common ground is easy to find, but the threshold for "cross-border" is not low.
Lin Zhi, chief analyst of Wit Display, pointed out that automobiles and mobile phones are two different markets. Although the mobile phone industry chain is relatively mature, the industry chain is very long. It is also difficult for automobile companies to manage the mobile phone industry chain.
In addition, mobile phone update iterations are fast, and the volume is large. Car companies have no scale effect at the beginning, and the cost will be higher.
For mobile phone companies, automobiles far exceed mobile phone products in terms of volume, number of spare parts and complexity, with a longer cycle and a larger planned investment scale than mobile phones.
According to Fei Zheyi, an analyst in the auto industry, many car companies currently have less-than-perfect in-car systems, and car companies can better optimize the in-car system by making mobile phones, and the adaptation between mobile phones and in-car devices will also be more complete. In other words, the new track for car building has broad prospects, and the car is an extremely important part of its realization of "integration of all things". With the help of intelligent ecology, it will also bring users a more portable and smarter life experience.
"Sufficient competition will surely lead to faster development of technology." Fei Zheyi believes that the mutual learning and competition between various industries may help the automotive industry to achieve faster intelligent development to a certain extent.
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