Is there any drama for Ali and SAIC’s upcoming Internet car?

What is an internet car?

Is the car model built on the Internet model, releasing new concepts, crowdfunding, pre-sale, and designing the car like Wikipedia? Obviously not.

Is the driving computer network, the various data collected by the electronic device is uploaded to the cloud, such as the Alpha dog in the background calculation, and then the next command to adjust the vehicle control? The telecom operator first fell to the ground.

Or is it a real-time network to track the status of the vehicle, leading the user to maintain and maintain, according to the user's use of the recommended after-sales service project? This seems to be something that the car can do.

The definition we can find is "a professional in-vehicle system that is truly dominated by Internet companies." Tencent Lubao is also the intelligent hardware product led by Internet companies, but the technical content is not as good as the traditional company's geno, and professional car systems and Internet cars are two different things.

Two years ago, Ali and SAIC combined with high-profile, like a pair of popular stars CP. However, with the smudge of the wind, the light is posing outside with POSE, and the home is not found in the position. How do you have a baby?

At least a few of SAIC Ali and cooperation do not understand:

First, the mechanism is not clear. Who is the main body of cooperation and who is leading? Everything needs to start with key services and be carried out by the core team to promote cooperation with other departments. From the report, Dr. Wang used the CTO of Ali as the general manager of the project, but the soft soft, hard and hard, the car is responsible for the car, Ali only to do the car system.

But the system must be a whole. For example, voice recognition, to make the voice recognition rate in the car, we must consider the space environment inside the car, the car decoration materials, the position and angle of the microphone, in order to most reasonable noise reduction and sampling. If it involves the interior space, it will inevitably affect the shape and chassis of the vehicle. Ali's software team can ignore the realization of car hardware, but must have their own demands.

Second, the starting model is wrong. The predecessor of Roewe RX5 is Roewe W5, with an average monthly sales of 200 units, and more than 10,000 units in 5 years. And the user base is too old, mainly over 35 uncles. This user group must be based on hard power such as vehicle power, rather than saying that the car system will recommend a suitable coffee shop. If the cooperative model is MG3 and the owners are young women in second- and third-tier cities, the concept of “Internet car” is much more useful. From the perspective of Ali, the Roewe RX5 is just the first step in the initial test. However, the number of samples in the first wave of user groups is small, and it deviates from the main push population in the future, and its experimental significance is much smaller.

Third, refuse subsidies. The report mentioned that SAIC had hoped that Ali would use the eco-play method to sell cars cheaper. But it was eventually rejected. "Everyone has a clear direction. The "soft" products provided by Ali will add value to SAIC's "hard" products, and the physical value cannot be replaced in automotive products." In fact, this passage is not very easy to understand. Providing subsidies will definitely help sales, especially the current urban SUV has become the focus of its own brand. If Ali’s current thinking, “de-functionalization” and “de-utilization”, what impact will it have on market sales?

In the dilemma of innovation, Christensen proposed that an innovative product should break through in the market, both in terms of functional impact on old products and price advantage. For example, for most people, PAD is lighter and more convenient to use than PC, and the price is still cheap, which can make it popular.

For a giant like Ali-SAIC, if the product can't exceed the expectations of the media, it can be said to be a failure. From the highlights of the products revealed so far, there is really no exciting content other than the three-screen collaboration in the car. Linking the identity of the owner to the Taobao order, talking about the big data, I am afraid I can not meet the needs of the conference.

Cloud computing can be used as an internal productivity. It will serve the Ali Group first, and then slowly open to the outside world, at least internally. But the in-vehicle system must work with the car manufacturer. Even though the Ali team is slowly thinking about the mentality of the Wright brothers repairing bicycles, the OEM may not have such patience. Compared with two years ago, the in-vehicle system is no longer a hot spot. New energy, smart cars, and unmanned driving. Baidu, Tencent, and LeTV are even more active, and they have come to the fore in the automotive field. In the SAIC Group, which claims to sell 5 million yuan, the SAIC passenger car that actually cooperates with Ali is just a younger brother. Whether this popular CP can spend a good month, it seems suspicious.

Both Ali and SAIC need a stronger will, waiting for the launch of the first Internet car.

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