Automotive intelligence is more than a definitive and visible future, it is what the automotive industry is experiencing now.
Lidar, high-definition cameras, high-computing chips, and the demand for rapidly expanding smart auto parts have spawned a large number of new technology suppliers represented by Hesai Technology, attracting a number of IT giants such as Qualcomm and NVIDIA to cross-border into the supply chain. The traditional TIER1 seems to be slightly lonely, but no one can easily deny its technical strength. Under the wave of smart cars, every role in the industry is deeply involved.
However, despite different circumstances and different goals, these new technology vendors, IT giants, and traditional TIER have converged on one choice: betting on car robots.
Why?
New technology suppliers: Ta who understand automotive intelligence the most see the true value of Jidu automotive robots
In the past few years, suppliers represented by high-computing chip and lidar companies have not only received orders from countless Internet car manufacturers, but also attracted more attention from the media. After all, as the "infrastructure" of smart cars, no matter which OEM gets the ticket to the final of smart cars, the supply chain as a "ferryman" will never lose.
However, these star companies still need to work hard to prove themselves: the electrification revolution has been successful, the wave of intelligence is in the ascendant, and the Internet car manufacturing represented by Wei Xiaoli has also achieved stage success in the field of intelligence, but it is only more intelligent than traditional car products, and our ideal smart car has not appeared, and it seems that it is not so intelligent.
The implementation of software-defined hardware set, born for intelligence, and the in-depth exploration at the level of smart car product definition has been carried out more deeply, which also attracted them to join the smart supply chain circle of friends of Jidu. The charm that attracts them to the circle comes from the new ideas that Jidu provides for the industry - "automotive robots".
Specifically, Jidu's goal is to produce automotive robots that run through the three product concepts of "free movement", "natural communication" and "self-growth", which will not only have the ability to drive themselves, but also be a revolutionary product with emotions and intelligence.
With this concept that directly points to the development direction of smart cars, with its own technical advantages, Jidu immediately attracted many companies such as Hesai Technology, Qualcomm, NVIDIA and many other automotive new technology suppliers to carry out in-depth cooperation.
Everyone knows that the race point of the smart car competition is who can produce a benchmark work, who takes the lead in realizing it, and will become the industry leader like Apple and Tesla.
As a future opponent of Jidu, Apple's strength is needless to say. However, Apple's car-making plan has fallen silent after several twists and turns, and there is no doubt that this will be the biggest window of opportunity for all smart car companies.
As a supply chain enterprise, who can participate in the production of smart car benchmarking, who can also eat the biggest dividend of this wave of smart car waves, about this, once selected for the Apple supply chain will achieve a surge in stock prices, but "fruit chain enterprises" have proved this countless times.
Emerging star supply chain companies are voting with their feet and proving their recognition of the concept of "automotive robots" with practical actions.
With a win-win goal, the traditional TIER1 wants to achieve overtaking by participating in the mass production of Jidu automotive robots
In the eyes of the outside world, the traditional TIER1 hopes to seize the cooperation opportunity with internet car manufacturing and consolidate its original position in the wave of intelligence. If you use more harsh language, it can also be understood as "not left behind".
In fact, for a long time, the traditional TIER1 has not only actively joined the emerging track and participated in the wave of intelligent reform of the automobile industry, but also made continuous breakthroughs in the updating of the product line layout, and the scope of cooperation with Internet car manufacturing is also expanding.
In analyzing the strategic cooperation recently reached by the head TIER1 Continental and ZF and Jidu, we can find the win-win effect of the cooperation between the traditional TIER1 and the Internet car.
Through a series of cooperation with ZF in the joint development of automotive robot chassis, the set of great advantages in the definition of smart driving and smart cabin products can give full play to its own self-developed core technology advantages, using Baidu AI atomization capabilities and Apollo's automatic driving advantages to perfectly graft its top intelligent capabilities on the automotive process trusted by customers, and realize the organic combination of cutting-edge technology and mature technology; and ZF's top TIER1 can also inject advantages such as wire control chassis into " Auto Robot "This is the mainstream track of the future car, the future development direction of the card slot. Two enterprises with huge technological advantages in their respective fields have thus achieved a model of "two-way rushing" cooperation that takes their needs and is mutually beneficial and win-win.
In addition to jointly promoting the development of its own technology and achieving a win-win situation of "art", the traditional TIER1 can learn a new generation of product thinking in cooperation with Jidu and refresh the cognition of "Tao".
As we all know, Internet car manufacturers have a stronger user thinking and have strong capabilities in software and product definition. Whether it is human-computer dialogue or user behavior judgment, Jidu can provide more new product development ideas and directions for traditional TIER1, which is especially important for participating in the future competition of the intelligent vehicle industry chain.
It can be said that in the cooperation of Jidu, the traditional TIER1 is not only an order, but also an opportunity to explore new directions. Only enterprises that deeply understand the mainstream form of "automotive robots" in the future can catch up with the east wind of intelligent cars and achieve catch-up and transcendence of the industry.
A series of heavy cooperation after the establishment of Jidu confirms the recognition of Jidu by the head supply chain enterprises. In March 2021, Jidu was formally established, and a few months later, in August, Continental signed a strategic cooperation agreement with Jidu, and the two sides will cooperate in the fields of intelligent electric vehicles, intelligent networking and automated driving; in November 2021, Jidu announced that it will work with Baidu and Qualcomm to jointly build the first automotive robot in China using the 4th-generation Snapdragon automotive digital cockpit platform - 8295; in January 2022, Jidu announced that the automotive robot will be equipped with NVIDIA DRIVE Orin chip In less than a year, several top suppliers in the industry have participated in the supply chain of "automotive robots".
Whether it is a traditional TIER1 or a new technology supply enterprise, in a series of strategic cooperation with Jidu, it has reflected its determination to preempt the supply chain of card slot smart cars. I think they all understand that only by participating in the cooperative research and development of smart cars, so as to obtain the admission ticket of the "automotive robot" supply chain, can they go far and wide in the upcoming intelligent car supply chain war, which is the biggest secret of Jidu's rapid attraction of various head partners.