Through the article "Talk about V2X technology before talking about car networking" , we already know that 100% of the car network is a necessary condition for autonomous driving, then before we enter the real era of automatic driving, the trend and opportunities of car networking in the next few years where is it? What is the current status of V2X technology?
The vehicle networking technology is closely related to the intelligentization of the automobile. The vehicle networking provides a rich and diverse service experience for users by connecting the vehicle to the vehicle, the vehicle and the vehicle, and the vehicle and the Internet through the ubiquitous wireless network communication module.
Car networking market sizeAccording to reports, the global car networking market is expected to exceed 24 billion euros in 2015. It is expected to exceed 40 billion euros by 2018, with an average annual growth rate of 26.66%, with the service market accounting for the largest proportion.
The sustained and steady growth of China's vehicle industry has brought a broad market for IoT vehicle terminals. According to the data, from January to November 2016, the production and sales of passenger cars were 21.743 million and 21.678 million, respectively, an increase of 15.6% over the same period of the previous year. Compared with the first 10 months of this year, the growth rate of production and sales increased by 0.3 respectively. % and 0.2%.
In 2015, the number of vehicles equipped with pre-installed car networking equipment in the world was 17.5 million. It is estimated that it will reach 75 million forecast data by 2023. In 2015, the scale of China's car networking market will reach 155 billion yuan, and will reach 264 billion yuan by 2017. The compound annual growth rate reached 35.41%.
Global car networking market size and year-on-year growth (million euros)
Source of data: public information
China's car networking market and year-on-year growth (100 million yuan)
Source of data: public information
In 2015, the scale of China's car networking market is expected to exceed 150 billion yuan. In 2020, 90% of cars will have Internet access. In the next three years, the scale of China's car networking market will exceed 200 billion yuan.
In terms of penetration rate, it is estimated to be 27% in 2016 and is expected to reach 67% by 2023. Among them, the penetration rate of the Chinese market in 2016 is 19%, and it is expected to reach 67% by 2023, becoming the world's largest pre-installation market for car networking.
Opportunities in the car networking marketIn order to find the business opportunities of the Internet of Vehicles, we must first understand the structure of the Internet of Vehicles. The Internet of Vehicles industry chain is similar to the Internet industry structure. It is mainly divided into three layers: hardware layer, platform layer and operation layer. The specific industry links are described in the following table:
Car networking industry chain level (data source: public information)
Vehicle networking industry chain (data source: public information)
Through the industry chain map, we can see that the in-vehicle information service provider (TSP) is at the core of the car networking industry chain. TSP (TelemaTIcsServiceProvider), the in-vehicle information service provider, is at the core of the TelemaTIcs industry chain. It is connected to automotive, automotive equipment manufacturers, network operators and content providers. At the same time, TSP should be the largest part of the potential profit margin in the car networking industry chain. First of all, facing the owner, TSP can rely on online services to earn service fees and earn profits in B2C. On the other hand, after the number of customers and interactive data reaches a certain amount, they can cooperate with advertisers, insurance companies, logistics companies, Car rental companies and other companies explore a series of business models to expand B2B business.
At present, the Internet of Vehicles technology is in the early stage of TelemaTIcs. It mainly provides navigation, emergency rescue, vehicle tracking and other services. The TeleemaTIcs service provider can control the Telematics industry and enjoy the largest potential in the industry chain. cake. As a result, Telematics service providers have also become an area in which automakers, telecom operators, GPS operators and car audio and video navigation manufacturers compete.
In addition to car manufacturers vying for TSP market cakes, car networking has made car manufacturers and semiconductor industry rush, because the industry can bring many new business opportunities that were not expected in the past. In addition to microcontrollers (MCUs), CPU-class processor manufacturers are also seeing the space that their products can play – the brain of the entire car owner control system. Qualcomm believes that the future of the car network will bring in many existing mobile device entertainment experience, so high-performance processors are inevitable, and can add more intelligent functions to the car through the processor.
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