/ Abstract of this article /
(1) In order to keep up with the development trends of the Internet of Vehicles industry and focus on high-quality market players, the ranking of the Top 100 Internet of Vehicles Companies in China Value Company's 100 Ranking List integrates 30 key Internet of Vehicles companies from the three dimensions of business analysis, development capabilities and social responsibility. score;
(2) In the field of in-vehicle information services, market players are diverse and roles are diversified. Technology companies represented by Baidu, Tencent, PATEO, and NavInfo have established rich content covering map navigation, audio-visual entertainment, operating systems, OTA, and Internet of Vehicles security. Business puzzle;
(3) In the field of digital operation, the Internet of Vehicles cloud platform and big data platform are the core assets of the enterprise. The technology giants have in-depth deployment of corporate services and mobile travel, and the leading segments such as Feichi Magnesium, Hongquan IOT and Ruiming Technology have deepened logistics and passenger transportation. Vertical market
(4) In the field of vehicle-road collaboration, under the leadership of Huawei, China Mobile, Baidu and other companies, the Internet and ICT industries are deeply integrated with automobiles and transportation, and the industrial chain structure of "end", "management" and "cloud" is gradually improving.
With the rapid development of 4G/5G and other information and communication technologies, the Internet of Vehicles has ushered in the spring of industrial development. With the help of all-round connections and information interaction among people, cars, roads, and clouds, a large number of new product applications have been spawned to meet people's higher requirements for in-vehicle information services and traffic safety efficiency.
It involves multiple industries such as automobiles, electronics, information communications, and transportation. It has a long industrial chain, rich roles, and outstanding cross-border integration characteristics. It has formed a domestic market scale of hundreds of billions. It has spawned a group of excellent Internet of Vehicles companies represented by PATEO, NavInfo, Gosuncn, Feichi Magnesium, etc., attracting ICT giants such as Huawei, ZTE, Baidu, and China Mobile to cross-border layout.
This article focuses on the industry ecology of the Internet of Vehicles , and explores the industrial chain structure and enterprise development by sorting out the three major tracks of Internet of Vehicles in- vehicle information services, digital operations, and vehicle-road collaboration (C-V2X) .
1
Car networking enterprise ranking
Driven by information communication and mobile Internet technologies, the application scenarios of the Internet of Vehicles are becoming more abundant, the market entities are unprecedentedly prosperous, and the industrial scale is rapidly increasing. In order to keep up with the development trends of the Internet of Vehicles industry and focus on high-quality market players, Sohu Auto sorted out 30 leading companies from the Internet of Vehicles industry chain, and comprehensively scored the companies from the three dimensions of business analysis, development capabilities and social responsibility, and made specific judgments. The standards are as follows:
1. Operating status (accounting for 50%)
Contains three indicators of corporate revenue, net profit margin, and business scale. The "business scale" comprehensively considers the company's current business scale in the Internet of Vehicles field, project layout, and upstream and downstream cooperation in the industrial chain.
2. Development expectations (accounting for 35%)
Contains three indicators of R&D investment, patent status, and technology and product capabilities. Among them, "R&D investment" refers to the amount of R&D investment, the number of R&D personnel, and the proportion of R&D in revenue. "Technology and product capabilities" comprehensively considers the types of business and subdivisions of the company Technology maturity.
3. Social responsibility (accounting for 15%)
Contains two subdivision indicators, the number of employees and public welfare. Among them, "Public Welfare" is a score that comprehensively considers environmental protection, public welfare investment, and public welfare project progress.
From this, the ranking of the Internet of Vehicles companies in the 100 list of China Value Companies is derived, and the specific rankings are as follows:
As there are many application scenarios for the Internet of Vehicles and the industry chain is relatively long, in order to specifically explore the development status and competition and cooperation of related enterprises, we have separately analyzed the three Internet of Vehicles application tracks from vehicle information services, digital operations, and vehicle-road collaboration. The enterprise conducts research.
2
In-vehicle information service track
In-vehicle information service is the first to develop Internet of Vehicles business. Its business mainly includes navigation and positioning, audio-visual entertainment, vehicle monitoring, remote upgrades, information security, etc. With the support of mobile communication and big data technology, the service content and boundaries are constantly expanding . Because its services have strong mobile Internet attributes, it has attracted many Internet companies and technology companies to cross-border layout .
Companies in the vehicle information service track are ranked according to the comprehensive list, as follows:
The business distribution of 13 in-vehicle information service companies is as follows:
By combing through the 2019 financial reports and online public information of 13 companies, the operating conditions of in-vehicle information service companies are as follows:
It can be seen from the list that, on this track, there are not only traditional Internet of Vehicles service providers and graphic providers, but also emerging Internet cross-border companies, automotive electronics suppliers, and security companies, with diverse market roles and diverse business types. The Internet and automotive technology giants are at the top of the market in terms of market size and business volume.
From the perspective of corporate business layout, customized vehicle operating system and characteristic application development are the key layout directions for Internet companies to enter the Internet of Vehicles. Personalized human-computer interaction, mobile phone interconnection, OTA, etc. continue to enrich the functional experience of the smart cockpit. The security of the Internet of Vehicles has gradually gained the attention of the industry, and the Internet of Vehicles and Vehicles and the Internet of Mobile Vehicles have gradually merged.
Traditional in-vehicle information services such as navigation maps and positioning services have qualification thresholds, and the market structure is stable. Baidu, AutoNavi, and NavInfo are the major service providers in the industry.
With the development of car-machine systems and online entertainment, car companies and car networking companies are striving to break through "no luxury cars can escape the fear of being dominated by mobile phone holders", and car audio-visual entertainment has also achieved "navigation + CD + FM" Transition to "large screen of car and machine + operating system + application ecology".
At the hardware level, the front-mounted digital instruments, large screens, T-BOX, OBU, and rear-mounted streaming media rearview mirrors, driving recorders, etc. of NavInfo, PATEO, Neusoft, Beidou Starcom, and Soling The vehicle-mounted intelligent terminal market has achieved good development.
At the software level, Tencent, Baidu, Zebra Networks (a joint venture between Alibaba and SAIC Group), and Huawei have deployed on-board operating systems and application ecosystems.
Among them , AliOS of Zebra Networks is deeply optimized based on the Android system to realize the reconstruction of the underlying content of the car operating system kernel, hardware drivers, system services, etc. It is outstanding in the application of hundreds of thousands of mass-produced vehicles of SAIC.
The vehicle operating systems of Tencent and Baidu mostly call existing vehicle service interfaces at the application layer to form a "super App" that integrates functions such as intelligent navigation, voice interaction, and cloud services. Tencent's TAI 3.0 ecological car networking solution and "Tencent small scene" continue to enrich the in-car Internet application ecology. Baidu Carlife+ has realized the interconnection and mapping of cars and mobile phones on more than 400 models.
Huawei empowers the digital cockpit with "Kirin + Hongmeng OS + HiCar" to realize the seamless sharing of smart cars and smartphones in the entire industry chain including hardware, software and application ecology. HUAWEI HiCar has more than 30 eco-partners and more than 120 cooperative models.
The development of the automotive application ecology and the "software-defined car" have made the core business of automotive OTA Internet of Vehicles highly valued by vehicle companies and Internet of Vehicles service providers. In the OTA field, Baidu, Tencent, NavInfo, etc. provide software upgrade services related to their own business for supporting car machines. Araby and Neusoft Group go deep into the car control domain and provide car companies with software and firmware for car machines and ECUs as a third party. Upgrade service.
Information security is an important guarantee for the healthy development of the Internet of Vehicles. In the field of Internet of Vehicles security, Baidu and Tencent have established Internet of Vehicles security teams to engage in Internet of Vehicles security offensive and defensive research; 360 Intelligent Internet Security Lab launched "Automobile Security Brain" to provide software and hardware information security protection for car companies, and is preparing to launch " China Internet of Vehicles Security Alliance".
In addition to the above subdivisions, PATEO and Meixing Technology, as integrated service providers for the Internet of Vehicles, are committed to providing complete software and hardware solutions for vehicle companies.
PATEO is the largest integrated service provider for the Internet of Vehicles in China. It has a full set of operating qualifications in the Internet of Vehicles market in China, serving more than 31 vehicle companies at home and abroad, and has 133 ecological partners; Meixing Technology is committed to providing scenarios for auto companies For travel services, more than 15 million units have been assembled in the car navigation market.
From the perspective of business operations , among the in-vehicle information service companies, the two Internet giants, Tencent and Baidu, rely on their scale advantages and have a large amount of funds and personnel to invest in technology research and development and product layout, and will maintain a long-term lead.
PATEO IOV, NavInfo, and Neusoft Group, as leading automotive technology service providers, have good profitability, reaching billions of yuan, but the highest net profit margin is only single digits, and the overall need to be improved. These companies invest relatively high in R&D personnel and R&D funds, and have significant accumulation of patents.
PATEO IoV CEO Ying Yilun once said that a R&D team of 10,000 people plus R&D expenses of 5 billion is an ideal R&D lineup, but it is difficult to achieve this by IoV companies or OEMs alone. Development is an inevitable trend.
The relevant business data of American Bank Technology, Ai Labi, 360 Security, Zebra Networks, and AutoNavi are not yet known, but with the prosperity of Internet of Vehicles information services, related businesses are bound to usher in rapid growth and have great potential for future growth.
3
Digital operation track
The digital operation of the Internet of Vehicles is based on on-board intelligent terminals and on-board software as the entrance, and the Internet of Vehicles cloud platform and big data platform are the core assets to realize the digital "reengineering of mobile travel, automotive aftermarket, and vertical industry applications such as logistics, bus, and rental. ", greatly improve the efficiency of production, operation, and service, and have a huge market space.
Zhu Wei, Chairman of Accenture Greater China, said: "The integration of the four major trends of interconnection, driverless driving, sharing and electrification will bring profound changes to the Chinese consumer travel market. To remain competitive, auto companies must use intelligent networking, Digital services such as mobile travel reshape products and business models."
The competition rankings of key enterprises on the digital operation track are as follows:
The business distribution of 15 digital operation service companies is as follows:
By combing through the 2019 financial reports and online public information of 15 companies, the operating conditions of the digital operation of the Internet of Vehicles are as follows:
In this track, listed companies accounted for more than half. Among them, there are not only Internet of Vehicles companies focusing on digital operations, but also ICT and Internet companies that have penetrated into the game, reflecting the greater market demand for Internet of Vehicles digital operation services and the need for specialization. Of operating service companies.
From the perspective of corporate business layout, different from traditional in-vehicle information services, the business objects and application areas of Internet of Vehicles digital operation services are mainly corporate customers, and they look forward to continuous optimization of data-driven products and operations.
The market in this field has strong demand for after-installation of vehicle-mounted communication terminals such as T-BOX and OBU, and vehicle-mounted monitoring terminals such as driving recorders and GPS. On the basis of hardware, the Internet of Vehicles cloud platform or big data platform is used to realize mobile travel and after-car The comprehensive empowerment of markets, auto financial services, and corporate digital services are the main business models of digital operating companies.
In the field of enterprise digital service, vehicle companies expect to break data islands, link OEMs, dealers, and users, establish digital assets, provide decision-making and management support for vehicle production, sales, and after-sales, and provide cloud services and big data for enterprises. The maintenance ability is relatively high.
ICT companies such as Huawei and Tencent rely on the advantages of cloud technology to occupy the leading position in the market. Based on the OceanConnect IoT platform, Huawei helps FAW Qiming and PSA realize vehicle access management and mobile travel service transformation; Tencent 's automotive cloud service provides IAAS, PAAS, and SAAS solutions to car companies, and has served more than 18 mainstream car companies; Qiming The information vehicle business covers digital factories, smart logistics, smart network operations, digital marketing, etc., focusing on serving the FAW Group and its suppliers.
The application field of the Internet of Vehicles vertical industry involves multiple market segments such as logistics, public transportation, and rental. Industry users expect to base on vehicle information, vehicle location information, driver information, weather conditions, traffic conditions, driving behavior, travel patterns, and vehicle failures. Identification and early warning, calculation fusion and application of vehicle operating data.
Listed companies Hongquan Internet of Things, Ruiming Technology, Tianze Information, Neusoft Group, and innovative company Siren Tianlang are working hard in this field, launching in-vehicle communication terminals, positioning terminals and Internet of Vehicles big data platform to optimize the operation of vehicles The connection, monitoring and management of the company has formed significant advantages in the field of commercial vehicles and special-purpose vehicle networking.
Hongquan IOT is mainly used in the field of commercial vehicles. It maintains stable cooperative relationships with Shaanxi Automobile, Beiqi Foton, Anhui Valin, Beiben, Suzhou Kinglong and other vehicle manufacturers, and serves more than 1,000 customers in more than 10 countries; Ruiming Technology focuses on commercial vehicle monitoring information products with video as the core, and has achieved large-scale sales in more than 100 countries and regions; Tianze Information is committed to new energy and commercial vehicle management solutions, with Caterpillar, Hitachi Construction Machinery, Xugong Group and many other well-known customers at home and abroad; Neusoft Group undertook to build a national electric vehicle charging infrastructure monitoring platform (national charging platform) to realize the interconnection of piles and piles, vehicles and piles, enterprises, provinces and cities, and national platforms; Sri Tianlang As a strategic partner of the Internet of Vehicles service provider WirelessCar China, it serves 50+ pre-installed OEM projects.
In the auto finance, aftermarket services, and travel service markets, Feichi Magnesium, Dina Technology, PATEO, and Titanium have demonstrated their advantages in business integration, and can provide software and hardware development, big data, and cloud platform operation services for different customer needs .
Among them, Feichi Magnesium has reached cooperation with a total of 184 models of more than 20 brands, including a number of multinational luxury car companies, to provide them with automotive digitalization and shared travel solutions. It was acquired by Accenture in 2019.
Dina's products cover car application fields such as corporate vehicles (car shopkeepers), personal vehicles (car dealers), and Volkswagen vehicles (haoxiang cars), after-car service areas, and car life. Among domestic operators, 4S Groups, insurance and other industries have been widely used in practice, serving millions of vehicles.
From the perspective of corporate operating conditions , among the digital operating companies of the Internet of Vehicles, Ruiming Technology, Qiming Information, Tianze Information, and Hongquan IOT have relatively good revenues (Sirun Tianlang, Dina Technology, Titanium and other companies have not announced their operations Data), the annual revenue is between 3 to 4 billion. Except for Ruiming Technology, net profits are generally not high, and net profit margins need to be further improved.
There are 400-700 R&D personnel in enterprises in this field, and the annual R&D investment is mostly about 50 million yuan, and the gap in technology patents is not significant.
4
Car-road synergy track
In terms of vehicle-road collaborative construction and operation, C-V2X vehicle-mounted terminals, roadside units, and vehicle-road collaborative overall solutions have become key areas of the industry’s layout, forming a group of innovative enterprises that are the first to invest in R&D and application pilots, which strongly supports The construction of the demonstration zone promotes the application of the vehicle-road collaborative industry.
The competitive rankings of the leading companies of Che-Road Synergy Track are as follows:
The business distribution of 13 vehicle-road collaborative service companies is as follows:
By combing through the 2019 financial reports and online public information of 13 companies, the operating status of the Che-Road collaborative enterprise is as follows:
The 13 top companies include communications companies (Huawei, ZTE, Gaohong), operators (China Mobile), Internet companies (Baidu), automotive technology service providers (Navimap, Neusoft), intelligent transportation companies (Qianfang) Technology, Gosuncn, Wanji Technology, Jinyi Technology, Nebulas Internet), module companies (Quectel), covering the different industrial chain links of C-V2X "end", "management" and "cloud". Most companies show Develop a diversified business layout.
From the perspective of the business layout of enterprises, the communication chips/modules, protocol stacks, security solutions, and testing and certification technologies in the upstream of the industry chain have high thresholds, and are currently dominated by ICT companies . Huawei and Gaohong took the lead in completing breakthroughs in independent C-V2X chips. China Mobile and Neusoft have made outstanding contributions in the field of C-V2X standard formulation and testing and certification.
Huawei officially established the smart car solution BU in 2019. It now has an overall solution covering "end", "pipe", and "cloud", forming a C-V2X chip, module, vehicle terminal T-BOX/OBU, V2X A complete product array such as protocol stack, application software, roadside unit RSU, roadside traffic management facilities, edge computing infrastructure, vehicle networking data platform, security solutions, and vehicle-road collaboration solutions.
China Mobile, through its subsidiaries, China Mobile Internet of Things, China Mobile Zhixing, and China Mobile Research Institute, has an in-depth layout of C-V2X technology, standards and product development, and has cooperated with local branches to carry out numerous C-V2X application demonstrations and infrastructure projects across the country In the field of C-V2X, an overall solution for vehicle-road collaboration covering communication modules, vehicle terminals, roadside units, and vehicle networking data platforms has been formed.
In the middle of the industry chain, the vehicle-mounted communication terminal and RSU roadside unit supporting C-V2X have been mass-produced. The current market demand mainly comes from the construction of intelligent networked test vehicles and demonstration areas and demonstration roads . Manufacturers such as Huawei, Gaohong and Gosuncn have launched self-developed terminal equipment based on chips/modules. Relying on cooperation with Qualcomm's chips, ZTE, Baidu, and Nebula Internet have also launched mass-produced terminal products.
The promotion of national policies has promoted the rapid popularization of ETC, automotive electronic signs, C-V2X and other transportation and vehicle-linked facilities, and Gosuncn, Qianfang Technology, Jinyi Technology, Wanji Technology, and Nebulas Internet have become industry leaders. Relying on the construction and operation experience in the field of intelligent transportation infrastructure, various enterprises continue to exert their efforts on the C-V2X vehicle-road coordination route, and have become the backbone of the vehicle-road coordination demonstration area and demonstration road construction.
High-tech Hing provide coverage "vehicle terminal equipment layer, roadside device layer, the platform layer and application layer," the overall solution, to participate in the country more than 100 intelligent transportation projects; thousand square technology in intelligent transportation and smart things together business, has accumulated service More than 6,000 smart transportation projects across the country, covering more than 200 cities; Jinyi Technology provides products and solutions for V2X application pilot demonstration projects in Shanghai, Guangzhou, Shenzhen, Boao and other cities; Wanji Technology adds lasers at both ends of the road The layout of the radar has already landed in projects such as Xiongan New District, Qilu Information Smart Expressway, National Intelligent Connected Vehicle (Wuhan) Test Demonstration Zone; Nebulas Internet has cooperated with more than ten automakers and autonomous driving companies, and has nearly 10,000 V2X roads. Side and vehicle products are put into actual operation.
In addition, Baidu has launched the "ACE Traffic Engine" on the basis of the Apollo autonomous driving ecosystem, and has won bids for multiple smart transportation'new infrastructure' projects in autonomous driving and smart city digital transportation in many places across the country. In the field of operational services, it is in a leading position in the industry.
Downstream of the industry chain, C-V2X-based autonomous driving application scenarios are beginning to be extensively tested and verified in pilot areas and demonstration areas such as Wuxi and Tianjin. The business and operation models need to be further clarified.
From the perspective of corporate operating conditions, with the exception of Huawei and Nebulas Internet, all other companies are listed companies, with corporate revenue ranging from billions to 100 billion (the status of Nebulas Internet’s revenue is unknown). It can be seen that the vehicle-road collaboration (C-V2X) industry is a "high-end bureau". The development and application of chips, terminals, and overall solutions requires continuous capital and R&D investment, which requires high financial capabilities of enterprises.
Since the industry is still in the early stages of development, all companies have invested heavily in research and development. Huawei, China Mobile, Gaohong, and ZTE are leading the development of standards and patents in the communications field, and there is a lot of contending in the fields of product and technology applications, functions and information security. The trend.
In addition to standards and patents, the current market competition is mainly manifested in the competition for test areas and demonstration projects. With the joint release of C-V2X commercial road signs by 13 car companies, starting in 2020, the competition for C-V2X mass-produced models will intensify .
5
Conclusion
In general, on the track of in-vehicle information services and digital operations, traditional Internet of Vehicles service providers and technology cross-borders have formed a head-on confrontation. Technology giants such as Huawei, Tencent, Baidu, and Alibaba have influenced the evolution of the market structure through direct or indirect investment. , The competitive situation of multi-polarization is becoming more and more obvious. The vehicle-road collaboration (C-V2X) industry is still in the market introduction period, and the industry chain is beginning to take shape. The operation and service model for C-V2X needs to be further explored. In addition to Huawei and China Mobile, who can become the next in market operation? This giant is worth looking forward to.
At this stage, car companies and the industry are still conservative in opening up and mining data, and the in-depth cooperation between vehicle companies and car networking service providers requires a long time to adapt and run in. In the context of the Internet of Everything, the future data barriers in the automotive and Internet of Vehicles industry chains are expected to gradually be broken. Multi-level information integration and the construction of the Internet of Vehicles ecosystem have become an inevitable trend. The Internet of Vehicles industry will continue to release greater market growth. potential. Only with a solid technical foundation, flexible ecological integration capabilities, and products closer to users can companies stand out from the competition.
Edit | Chen Jinglan
Proofreading | Zhong Miaoli
Audit | Huang Xiaoming
Source | Sohu Automotive Research Office
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