Bat why this year to focus on the layout of the car network

January 27, Baidu announced the Carlife car networking system, and won the Audi, Hyundai, Shanghai GM three car manufacturers support. A week ago, Alibaba and SAIC signed a partnership agreement on vehicle networking. In addition, Tencent has already launched the car networking hardware at last year's Gmic conference, and the bat trio is already in the field of car networking.

More people familiar with the matter revealed to us, Baidu and Ali in the interior has been the car network as a core project to promote, rich and rich Tencent on the car networking intelligent operating system holding a wait-and-see attitude, the main focus on the promotion of hardware products road treasure. First, look at the layout of the home:

Ali, Baidu heavily courted car manufacturers

A week ago, Alibaba and SAIC signed the agreement that the two sides will cooperate in the interconnection of vehicles, SAIC-owned brand new products will integrate Alibaba's Yun OS operating system, and integrate large data, Ali Communications, high navigation, Ali cloud computing, shrimp music and other resources and SAIC car and parts development, Automobile service trade and other resources.

Baidu followed the announcement with Audi, now, GM three auto manufacturers to cooperate, the future of the three car manufacturers in some models will be built in Baidu's Carlife operating system, and integrated Baidu map, Baidu search services.

"In addition to the music is really going to build their own cars, Ali and Baidu to do car networking ideas or through cooperation with auto manufacturers to promote their own Smart car operating system, two are now trying to win the car manufacturers into their own camp." People familiar with the matter said.

The other side to our exclusive disclosure, in addition to the cooperation with SAIC, Ma Yun recently also visited BMW, Ford, Kia and other auto manufacturers, although do not know the results of the talks with these auto companies, but Alibaba to win the car manufacturers use Yun OS is very clear, And it is rumored that Alibaba will also announce the second batch of carmakers using Yun OS systems in the first quarter of this year.

Tencent focuses on automotive hardware

If Ali and Baidu in the car network is mainly focused on the intelligent operating system, then Tencent cleverly evade the competition in this field, and the car networking business focus on the hardware products road treasure.

Tencent in 2014 gmic General Assembly issued a car hardware road treasure, currently after nearly half a year of testing, trial production, the product will also be in the near future to start mass production listing. Through the product, the owner will be able to Lobo analysis of the current vehicle fuel consumption, condition, and real-time display of road conditions and other information.

People close to Tencent said Tencent is currently in the interior of the development of automotive intelligent operating system, and the development of the system does not exist technical problems, but because the entire Tencent is in the car operating system to wait and see, so is not in a hurry to launch similar products, and Lobo such automotive ancillary hardware products can also be said to be a test , the popularity of this product will affect the future of Tencent in the field of vehicle product layout direction.

Interpretation: Layout is the opportunity to scramble for distribution

Why did the bat big three in the past two years have looked at the car networking market? After many inquiries, we got the following analysis:

1, will look at the car networking market is not only bat, telecom operators, software companies, and even auto parts manufacturers are also beginning to layout car networking, but from the product form, bat three giant sitting a large number of users, which for the car manufacturers have a strong attraction.

2, the public data show that 2020 China's annual sales of cars will exceed 35 million units, is twice times the United States, the car has been recognized as a mobile phone, TV, computer after the "four screen", with the computer, mobile phone saturation and radio and television on the Internet TV supervision, the rapid growth of the fourth screen is a new hot market.

3, although the bat three giants are the future of the network as a core project, but in the short term these internet services are not enough to become the first choice for users to buy cars, the business layout is more strategic considerations.

4, Bat Big Three key layout car networking core is not in the short term from the car networking project profit, but afraid to miss the trend. Mobile internet era, Baidu, Ali had almost missed the mobile Internet distribution portal, and finally had to set up their own alliance through a large number of investment and acquisition, and in the Fourth screen car networking market, Bat now layout is mainly to rob the distribution portal this opportunity.