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Driverless global competition, why do I value Chinese power?

via:博客园     time:2018/6/7 18:56:03     readed:335


In recent days, the pilotless industry has been turning back, first of all, Cruise received $2 billion 250 million in Softbank, then Waymo bought 62 thousand Pacific for FCA, one hundred times its unmanned motorcade.

As a result, the Cruise that made up the short board of funds and the Waymo that made up the disadvantages of making cars is irresistible. Compared to the Top 2 of the two driverless industries, the technological gap between China's driverless enterprises is quite small.

Will China be left behind by the US on the driverless global track?

Slowly, driverless technology has a long way to go from landing to final popularization, and the variables and complexity of this road may be far beyond our imagination. It is very likely that many people will be surprised that China's sudden rise in the field of unmanned driving forces.

Privacy for convenience?


Come, let's make a key point: according to Gfk, a Market Research Institute, in the world, Chinese users are more willing to share related data such as finance and driving for the benefit of 38%, 8 percentage points higher than the second Mexico, and 25% in the United States.

We must all remember that Robin Li was in March this year.

for example

Gossip aside, we talked about driverless driving today, and the reason why we started with the topic of privacy is becauseThe relatively open attitude of Chinese to privacy is in some way helping unmanned high-speed development.

As we all know, data is the nourishment of AI algorithm, and the openness of data privacy determines the difficulty of data collection. In the west, people trust in data acquisition technology generally low, but Chinese people are not as sensitive to data privacy as European and American users, and there are huge users and markets, which can supply data for unmanned driving.

In spite of this, the development and popularization of pilotless technology involves various factors. If the unmanned dispute between China and the United States is examined from a more systematic dimension, will China have a competitive advantage?

Let's move the coordinates to California, which is located on the Western Pacific coast of the United States. This sunny place has gathered almost all of the world's famous unmanned drones. If the test is to be carried out in California, the enterprise must submit the test data to the government regularly, and through these data we can see the development of the unmanned technology in these enterprises.

According to the data released by the California DMV (Vehicle Administration) in February this year, the average Baidu unmanned vehicle requires an artificial intervention every 41 miles, while a Waymo unmanned vehicle requires an artificial takeover of 5596 miles per car.

From the California unmanned test license, the Baidu unmanned vehicle runs 1971.7 miles between October 2016 and November 2017, and the number of manual intervention is 48 times; the Waymo unmanned vehicle runs 352544.6 miles between December 2016 and November 2017, and the number of manual intervention is 65 times.


To be honest, Baidu's data are really not very good. A little disappointed? Disheartened?

Don't worry, the development and landing of the pilotless is far from the technology leading, the data is beautiful so simple, the personnel and funds, policies and regulations, public opinion environment and so on are also important factors.

It is interesting that, although Baidu's performance makes us not boastful, but recently, such as QUARTZ, Peng Bo, Forbes, Internet of Business and other foreign media have given a variety of analysis, thinking that China is the future winner of the pilotless market.

In this regard, before the screen in front of your face is not forced to face? Why do they say that? Let's not be too thin on ourselves, nor be too proud of ourselves. We should follow the footsteps of understanding notes to see objectively whether these analyses are pertinent.

A broad base of public opinion

Listen to the crowd first.

In February this year, German technology services company T.


For example, 63% of Chinese respondents think driverless driving can improve safety, while only 34% of US respondents think that 71% of Chinese respondents are willing to provide data for new services, while only 42% of US respondents are willing to do so.

Why are consumers in the two countries so different in their attitudes towards driverless cars? In addition to the frequent accidents caused by unmanned cars in enterprises such as Uber and Tesla, and the ethical discussion of safety and ethics, perhaps the deep-rooted car culture in the United States can also explain some problems.


Despite the outcry of driverless enterprises

We use an example of an electric car that runs 24 hours in the United States. According to Carlos Ghosn, the president of Nissan, it takes 250 dollars / a month for such a car to charge; the rent is about 300-500 dollars a month; because the car runs all day, it requires three drivers and a total of 15 thousand dollars a month.

After careful calculation of the cost, it is obvious that the driver's income accounts for a large proportion of the running cost of an electric vehicle. And the popularity of driverless will undoubtedly save part of the cost for enterprises. Of course, at the same time, it also means that a large number of drivers will be faced with the predicament of unemployment.

Therefore, driverless technology will be potentially resisted by some American drivers.

In fact, the popularity of driverless technology in China is not unexpected because the Chinese have always been highly open to new technologies. In the US media view, China has surpassed the western countries in many fields of technology.

For example, in China, smartphones are almost ubiquitous, and China's e-commerce and instant delivery services are all proud of the world; at the same time, many overseas tourists are surprised that many Chinese stores are able to pay without cash, and they are more reliable in China's network and in sharing a single car or even more than a taxi.

There is no doubt that the landing and popularization of the pilotless technology depends largely on the public's trust in unmanned technology, unmanned enterprises, and government supervision.

Therefore, China's extensive public opinion base and the public's tolerance for driverless technology have created a favorable public opinion environment for the smooth implementation of the technology. As a result, Chinese enterprises and government will have far less resistance to promote related projects and policies when compared with western countries.

China has money and people


According to Nomura, the average cost of lidar will be reduced to less than US $1000 by 2022.

So you have to mention a very low-key lidar manufacturer in Silicon Valley.

According to people familiar with the matter, Chinese investors may appear in the next round of financing of Quanergy and are likely to become their important shareholders.

Bloomberg reminding,Investors should focus on the huge investment of Chinese enterprises such as BAT in the driverless area, which is making up for the development gap in China.

In addition, Bloomberg believes that the construction of unmanned infrastructure needs to spend far more money than many governments are willing to promise, except in China.

In China, scientific and technological enterprises have almost no shortage of venture capital, and China's support for start-ups is also approaching to the United States, while China's R & D investment is gradually approaching the United States.

Of course, besides abundant financial strength, China also has huge talent reserves.

According to the world economic forum, China graduates two times a year in the United States, while STEM (Science, technology, engineering, Mathematics) graduates are more than 4 million 700 thousand, far more than India (2 million 600 thousand) and the United States (568 thousand).

At the same time, the Chinese government and several major universities are digging the top professors around the world, and China's booming education is constantly emphasizing creativity and creativity. Now, the phenomenon of the loss of Chinese scientists and technicians to the West has been much relieved than before.

Strong government will

In the west, when it comes to setting up a pilot area for unmanned vehicles and providing infrastructure, the government often faces various disputes and obstacles inherent in the democratic process, and if China wants to build a subway or high speed rail, the government can quickly resettlement the masses and provide timely compensation.

For example, the 2008 Beijing Olympic Games were almost all the world, and the 2010 New Delhi Commonwealth Games in India and the 2016 Olympic Games held in Brazil were a hundred.

Finally, in Forbes's view, the most important thing is that China likes to be the biggest and the strongest, which is closely related to China's revival dream. Therefore, as long as China is willing, it can stand out in the driverless area.

Concluding remarks

The above analysis is not unreasonable, but the gap between China's driverless technology and the west is real. However, we also believe that with the full support of the government and the support of the whole nation, China's driverless driving will surely take a place in the future global market.

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