Video-making car meets difficult problems capital technology and policy barriers

Absrtact: Even though it has long been known that Le will be involved in new energy vehicles, the company's ambitions are still underestimated. Le Vision Network CEO Jia Yue Pavilion yesterday's micro-blog speech showed that Le Vision is not only a plan to provide car systems and content services, but want to build their own

Even though it has long been known that Le will be involved in new energy vehicles, the company's ambitions are still underestimated. Le Vision Network CEO Jia Yue Pavilion yesterday's micro-blog said that Le Vision is not only a plan to provide car systems and content services, but want to build their own cars to become "China's Tesla."

The Jia Yue Pavilion, which is still in convalescence after the operation, has been quietly directing the progress of key business since returning from the post. People familiar with the information to Tencent, said yesterday Jia Yue Pavilion will be in the hospital face to see the car networking CEO He Yi, to discuss the next step of the car-building plan.

For months, because of the long stay of Jia Yue Pavilion Overseas, Lok see the market repeatedly suspicion, and two weeks ago, after returning to Jia Yue Pavilion for the first time micro-bo voice, it is quite mysterious out of the "see plan" to boost the morale of the music, "subversion, revolution" and other idiomatic words are frequently and music to see the link.

Jia Yue Pavilion said, le see plan will copy music Vision Ecological Vertical integration of the successful model to redefine the car, through the full independent research and development, to build the best Internet intelligent Electric vehicle, the establishment of automotive Internet ecosystem.

However, although the see Plan was Jia Yue Pavilion I endowed with a grand pursuit and significance, but music to the real car hardware to achieve a breakthrough is doomed to face many obstacles.

Financial barriers: making cars cost billions

As early as last June, Mr Wang, chairman of BYD, the domestic new energy carmaker, said publicly, "once household consumption starts, BYD can make Tesla in minutes," and over a year or so, the company has not made real progress.

A senior executive, who declined to be named, said in an interview with Tencent technology that, on the whole, the Cross-border competition of internet companies, such as music and video, was a good thing for the development of the auto industry, but the industry barriers to capital, technology and policy were too thick to break through.

The person believes that the car is a need for high financial support, high talent, High-tech Industries, a complete auto production and listing process, from research and development, production, listing, marketing, after-sale and value-added services, at least need Bai support. Cash-strapped music is still a question of how to raise enough money to support the future.

From the electronic systems, batteries, vehicle design, such as early research and development links, it will require at least 1 billion of the capital investment, from the automobile production, listing, marketing, involving billions of dollars, in the after-sales service, a 4S shop construction costs up to 10 million.

Tesla's announcement this year of "Gigafactory" in the Super Battery factory shows that in order to ensure the future production of its electric vehicles, the construction cost of the project reached 405 billion U.S. dollars, the Tesla plan to invest 2 billion dollars directly, other partners will support the rest of the funds.

Therefore, the most feasible option for Lok is still to cooperate with the traditional automobile manufacturer.

Technical barriers: Development cycle or 3 years

In addition to funding, in terms of technical barriers, the Lok-vision car to be a real listing, it is likely to face a 3-year period of research and development cycle.

The auto industry has not been able to standardize as much as the smartphone industry and to achieve technology sharing. The current situation is that each car companies have in-house standardized technology platform, the core technology involved will not be open to the outside.

The concept of le-vision car is the main internet and intelligent, need to solve the basic part of the car and car networking research and development. A car industry personage to Tencent Science and technology analysis, according to the ideal research and development cycle projections, the car's basic research and development cycle of 3-5 years, automotive electronics system needs 3 years, software parts and operating system needs 2-3 years.

In particular, the car networking part, will involve tens of thousands of information components, such as networking, cloud computing, interaction, etc., if the information components of the study and security of the system integration, time-consuming, demanding also quite high. The analysts said it would take at least a year to 1.5 to get some of the work done by partners such as Baic.

Policy barriers: Need to have battery, electronic control of independent intellectual property rights

This November, the National Development and Reform Commission website hangs out "new pure electric passenger car production enterprises investment projects and production access management interim provisions (draft)", the plan for the production of pure electric vehicles open the gap. Prior to this, music, millet and other non-auto industry enterprises, in addition to the acquisition or cooperation with other vehicle companies, completely did not enter the field of pure electric vehicle production hope.

"But the threshold is still relatively high, the domestic currently able to meet these requirements, but also a small number of two or three." "said Chen, director of the Institute of Automotive Research at Tsinghua University.

According to reports, the National Development and Reform Commission has determined the general framework of electric vehicle access policy, require enterprises to have certain conditions before the Declaration, three basic capacity of the most core content include: Reporting enterprises have more than 3 years of pure electric passenger car research and development base, with professional research and development team and the whole vehicle forward research and development capabilities, Master vehicle control system, Power Battery system, integrated vehicle integration and light weight of the core technology, as well as the corresponding test verification capabilities, has a pure electric passenger car independent intellectual property rights and authorized related invention patents.

In the above provisions, the NDRC requires the battery, electronic control must have independent intellectual property rights, and the motor can be acquired through procurement. Therefore, in the overall analysis of music, the possibility of completely independent car-building, the solution of policies and funds and other obstacles, the fastest way is still with the traditional car manufacturers to reach a cooperation.

It is not yet clear whether traditional carmakers are willing to be a substitute factory for the music industry.

Of course, in addition to capital, technology, policy and other factors constraints, Lok see also need to solve the talent problem, as well as the brand and positioning of the car.

Consumers are more cautious about the brand than on television. Tesla's success is to become synonymous with high-end new energy vehicles, such as Tesla car Model S model in the United States for more than 70,000 U.S. dollars, far more than Audi, BMW part of the price of models, and the same time out of the Fisker car is relatively a failure case.

If the video positioning high-end, for an emerging brand, to do a new energy vehicle risk, consumer recognition or not directly determine the market situation, if the main price ratio, relying on follow-up value-added services revenue, the upfront funding gap is huge.

At present, the domestic new energy vehicle market in the next few years has yet to be developed. The shortage of ancillary facilities such as charging piles is the main bottleneck in the development of electric cars, the short mileage of electric cars, so that the consumption group of electric vehicles greatly reduced. Data show that as of the end of 2013, the national network has built more than 400 charging stations, according to the Ministry of Industry announced that from January 2013 to the end of September 2014, the domestic 39 new energy vehicles to promote the promotion of new energy vehicles 38,616, only 11.5% of the plan.