·The Internet of Vehicles Market Opens a New Era of Internet

The interactive network of people and vehicles has been combined with the US Department of Transportation's plan to launch a connected car project at the end of last year. At the beginning of this year, the International Consumer Electronics Show (CES) in Las Vegas further pushed the new concept of connected cars to the forefront. In the near future, the Internet of Vehicles has once again become a hot spot in the market.
Many vehicle, component and telecom operators are cutting into the Internet of Vehicles from their respective fields. Analysts pointed out that the Internet and mobile Internet have a profound impact on the automotive industry. As a combination of the two, the Internet of Vehicles has relied on concepts to capture the eyeballs to a considerable extent. At present, it has accelerated into the real development stage, making people and cars The interaction of the network is implemented as part of the consumer life that can be reached.
The actual pace of the beginning of the year Intelligent Transportation Management System (ITS) is the birthplace of the United States. The system refers to the integration of advanced information technology, data communication transmission technology, electronic sensing and control technology, and computer processing technology into the entire transportation management system.
Internet of Vehicles, in short, is the Internet of Things in the automotive industry. With the help of vehicle-mounted terminals, sensors, radio frequency devices, etc., it realizes information sharing between vehicles, people, vehicles and vehicles, vehicles and the environment through GPS, wireless transmission, automotive electronics and Internet technologies. Drivers and passengers provide services to provide effective regulatory tools for governments and industry through professional systems.
Under the development trend of intelligence and informationization, the car has spawned the development of automotive electronics. The insiders pointed out that the purpose of the development of the Internet of Vehicles is to serve the travellers and achieve the goal of “smart” people, vehicles and roads. It can not only reduce traffic accidents, improve travel efficiency, but also ultimately reduce energy consumption and protect the environment. .
The International Consumer Electronics Show (CES), which kicked off on January 9th, is the global consumer electronics revolution. Different from previous years, the concept of car networking has gradually moved from the edge of the stage to the center of the stage. The concept car released by traditional car companies, the in-vehicle system and solutions released by high-tech giants, the semiconductor supplier that released the car networking chip, zero. Component suppliers and other companies are striving to cut into the connected automotive industry from multiple perspectives, and leverage the car network to achieve transformation and upgrading.
Prior to this, the US Department of Transportation announced on December 19, 2014 a plan to launch a connected car project. According to the plan, the development of the connected car project led by the US Department of Transportation is mainly divided into three stages: the first stage: the concept car development stage; the second stage: the design and manufacturing test stage; and the third stage: the maintenance and operation stage. .
According to the US Department of Transportation, the only consideration for the contract for connected car projects is the performance of the first phase. Only contract competitors who successfully pass the first stage and receive certain honors are eligible to continue to compete for the second and third stage development contracts. The US Department of Transportation said that the concept car development phase will be officially launched no later than January 15, 2015; the first phase of the development cycle is expected to be no more than 12 months.
In the future, the car network in the blue ocean market will collect information on vehicles and passengers in the car by means of sensing devices installed in the car, and realize the interconnection of drivers, vehicles, pedestrians, car networking platforms and urban networks through network sharing technology. Intelligent and safe driving. Analysts pointed out that the car will be a fast-growing market for wireless devices and services after smart phones, and is the next "blue ocean" for mobile internet.
In the past year, the Internet of Vehicles has made great progress. Automated driving, Google's and Apple's in-vehicle operating systems, and car-to-vehicle communications are all breakthroughs in the field of car networking.
At this year's CES, Google, Mercedes-Benz, BMW and Audi launched their own autonomous driving concept cars; in addition, some component suppliers and after-loading companies also demonstrated their new technologies in the field of safety assistance. For example, Polaroid showcased its latest on-board driving recorder, which has its own accelerometer and GPS locator, which automatically saves video when an accident occurs in the vehicle; Hyundai demonstrates DisplayAudio operation compatible with Apple Carplay and Google Android Auto. System and so on.
It is not difficult to find that vehicle manufacturers, high-tech enterprises, and component suppliers have all entered the tide of the development of the Internet of Vehicles, striving for the status of in-vehicle information service providers (TSPs), mainly because TSP is in the car networking industry chain. It is considered by the industry to be the largest part of the profit margin, so it has become a potential “big cake” in the industry chain. The Shenyin Wanguo research report pointed out that the in-vehicle information service provider (TSP) is at the core of the car networking industry chain. It is connected to the car, vehicle equipment manufacturer, network operator and the content provider.
At present, the global mainstream TSP service providers include GM Onstar, Toyota G-book, Fiat Blue & MeNav and so on. The services provided by various brands are also differentiated - the United States is dominated by security, Japan is dominated by dynamic traffic information, and Europe is dominated by traffic navigation.
Under this background, the vehicle networking technology system including automobile sensing technology, vehicle wireless communication technology, car navigation technology, automobile conductive sub-map and positioning technology, vehicle terminal wireless data communication technology, intelligent control technology, etc. has also been gradually completed. And its perfect process is expected to drive the development of the entire vehicle networking industry chain.
Industrial chain deposit investment opportunities From the perspective of the industrial chain of the Internet of Vehicles, in its pre-installation market, vehicle manufacturers are located in the middle of the industry chain, connected to equipment and service providers, and connected to users, in the pre-installation market, vehicle manufacturers Have a strong voice.
In the aftermarket, the post-installation equipment vendors and cloud service platform vendors are located in the middle of the industry chain, connected to the operation and maintenance support providers, service providers and content providers, and connected to the users. In the post-installation equipment, the users have strong The right to speak, which can choose different platform operators to get the best experience according to their needs.
Some industry analysts pointed out that in 2015, more than 20% of the world's cars will be equipped with embedded (front-mounted) car networking equipment, more than 50% of the cars will be connected through mobile devices, and the market space of the industry will reach 40 billion in 2018. In the euro, every new car will be connected to the Internet by 2025.
Digital Ally (DGLY), a US car network surveillance device, led US stocks in July last year with a 64.15% weekly gain due to the receipt of a large in-vehicle camera order from Vulink. The company's CEO, Ross, said the order was the first major order for the company's new in-car camera. With the popularity of the Internet of Vehicles, the traditional driving recorder has been unable to adapt to the development trend of automotive intelligence. Digital Ally's camera allows the driver to record the surrounding situation at any time while driving.
Mobileye (MBLY), the developer of intelligent driving warning system, was listed on the New York Stock Exchange on August 1st, and it rose 48% on the first day of listing. The company's main product is a camera-based Advanced Driver Assistance System (ADAS) that combines a camera with a sensor and computer software to detect road conditions while driving at a low cost, gaining access to the world's major car companies. Favored by the well-known institutions including Deutsche Bank, Citigroup, and Morgan Stanley.
Nuance (NUAN), a professional voice recognition software development company, won the Technology Innovation Award on the first day of the 2015 CES conference. The company added mobile app features to its Dragon Drive speech recognition products to help car drivers better connect between the car and the car. Currently, major car networking giants such as Ford, General Motors and Toyota have chosen to implant. Nuance voice technology for vehicle terminals.

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