Just like when Apple's mobile phone was just unveiled, Jobs said that Apple is a software company, and products such as Apple's mobile phone are just a carrier to better realize the advantages of Apple software.
Replacing hardware with software has become the main profit growth point of enterprises, and has become the primary profit model of all technology companies in the Internet era.
It's like, now that you don't have a few more members, it's even harder to watch a TV series.
When the traditional automobile companies are still struggling to reduce the allocation of each hardware configuration to ensure the profit of bicycles, Tesla opens a seat heating function, and it is easy to get a few thousand pieces, and the cost of these thousands of pieces is enough for the traditional car companies to buy a gearbox.
That's the profit difference that comes with business models.
Don't blame BMW for replacing the oil pan with plastic, this thing does not leak oil, how to make BMW make money next?
The reason why the domestic new force automobile companies are called new forces is that the business model and business operation logic behind them are different from traditional automobile companies.
If it is only to sell cars to make profits from selling cars, then Weilai and Xiaopeng have gone bankrupt in the early years.
Therefore, the profit model and future development of these new forces to build cars are definitely not like this.
▌ Weilai: It wants to do the energy industry, and the automobile is just a by-product
Since its debut, Weilai has been firmly implementing its power exchange mode, adding a new solution to solve the mileage of electric vehicles in the mode of charging vehicle recharge and charging, exclusive charging network.
In order to further promote its power exchange model, in the listing plan of NIO ET5, NIO even launched a battery to rent and buy on behalf of the program.
Although, this power exchange model is not so easy to use in terms of market feedback, and car owners are not willing to use this way to get faster mileage supplements.
However, in the matter of changing electricity, Weilai has not given up, and it is most likely that Weilai will increase this investment.
Because, the future of Weilai is not just as simple as selling a few more electric vehicles.
Weilai's industrial model is to form an industrial system of energy storage with the help of electric vehicle replacement. As we all know, if the electricity thing is sent out, if it is not used, it is wasted.
Especially in the middle of the night, the consumption of electricity is greatly reduced, especially if there is another activity of turning off the lights for an hour, and the electricity sent out at this time is really wasted.
The model of Weilai is to store the remaining electricity through a large number of ternary lithium-ion battery packs with standardized interfaces.
And these electricity, which is stored through the battery, is used to provide form of power for new energy vehicles, which is only a small part of the future application scenario.
It can also be used in industrial production, emergency response and so on.
Weilai, in fact, is playing the business of battery energy storage here, cars, just an application of this industrial concept.
▌ Xiaopeng: AI intelligent algorithms are valuable
From the day Xiaopeng Automobile released its car-making plan, it clearly stated that it would do autonomous driving.
Before the official release of the first model, Xiaopeng Automobile's test vehicles were all self-driving test vehicles based on Lexus NX.
When the first model, the Xiaopeng G3, was launched, it even retained a feature similar to lidar on the roof, of course, this was only a high-level camera on the mass production car.
From this point, it can actually be seen that Xiaopeng Automobile's products are only the carriers of its autonomous driving industry.
The future automotive technology route is developing in the two directions of new energy and intelligent networking.
In the field of new energy, the industry has achieved a high degree of integration. In this regard, Xiaopeng Automobile is developing along the overall trend of the industry.
We have neither seen a breakthrough in the field of batteries nor a diversified charging combination scheme.
On the contrary, Xiaopeng Automobile has frequently made breakthroughs in the field of automatic driving. Especially after the release of xiaopeng P7, memory parking and NGP automatic assisted driving have been launched.
In the era of intelligent networking and automatic driving, what really determines the status of industry leaders is not hardware, but precisely the software standard of automatic driving algorithms.
What Xiaopeng Automobile has done since announcing the construction of the car is landing this AI algorithm.
With Xiaopeng's car as a carrier, Xiaopeng's autonomous driving solutions in the future will certainly be more convincing than Baidu's automatic driving that has become a thing of the past.
▌ Ideal: Wei Xiaoli only has ideals in building cars
That's right, only ideals are building cars.
Although NIO uses cars as a carrier for the energy industry, NIO's cars have not really solved the problem of endurance anxiety for so many years.
In the early years, the ES8 fully charged and ran for 200 kilometers on the nest, and it could not shake Weilai's determination to continue to change electricity.
And Xiaopeng Motors uses products as a carrier for autonomous driving, and algorithms and running enough distances are the keys to the launch of these cars. Xiaopeng also did not really solve the problem of letting the people spontaneously buy Xiaopeng cars.
However, the ideal did.
In recent months, the Ideal ONE has sold more than 10,000 sales every month, and in the field of medium and large SUVs, it has surpassed the twisted Highlander and become an important option for home users when choosing an SUV.
Starting from the most simple consumer demands, buying an ideal ONE is indeed nothing to be picky about, the city can use electricity to run economy and save fuel, the space is large enough and the seating car is comfortable enough, running long distances do not have to worry about no place to charge, like ordinary fuel vehicles to refuel.
Most importantly, as a member of the new force of car manufacturing, the automatic driving assist function and the creation of a high-tech sense of this car are one level ahead of the medium and large SUVs of traditional car companies.
The ideal model is to find a solution that connects the two eras between pure electric new energy vehicles and traditional fuel vehicles, which can not only run in the existing automotive social model, but also allow the market to feel the advantages of the new energy era.
Therefore, the ideal ONE can sell well, not by accident, but by necessity.
Speaking of this, it is not difficult to find that the new force troika composed of Weilai Xiaopeng and the ideal is actually the result of holding the three ends of new energy, automatic driving and products in the future automobile industry.