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Tencent missed a car -making feast?

via:凤凰网     time:2022/7/16 14:01:45     readed:67

Google, Apple, Huawei, Xiaomi ... Smart cars and autonomous driving have become the place where the technical giants are arguing. Tencent, a Chinese Internet giant, seems to have been hovering outside the door.

On July 11, Tencent and Daimler signed a memorandum of cooperation in China, and will focus on cooperation in high -level autonomous driving fields. For more specific, there are cloud services and networking safety, Tencent will give Daimler support.

At the end of last month, Tencent also released Tencent Smart Automobile Cloud and the "Car Cloud Integration" product strategy.

In the words of Tang Daosheng, CEO of the senior executive of Tencent Group and CEO of Yun and Smart Industry Group, Tencent should provide a customized platform and tool chain of low -thresholds for the automotive industry to make Yun a new productive forces of smart cars.

It is maintained to implement it, mainly Tencent's energy for car companies, creating smart cockpits, and small programs for Tencent's travel services. Software service application scenarios are mainly.

Judging from the path of smart cars in the technology giant, software empowerment is only a small part. Only by autonomous driving technology research and development, smart car manufacturing, and car road collaboration can be the core of the future initiative.

Compared with other technology giants, Tencent's movements are a bit slow and conservative compared to burning money and building cars. The industry has always been doubtful: Will Tencent miss this smart car feast?

Even Tencent Cloud is currently not leading in the field of smart cars. The Shalvan report shows that in the automotive cloud industry market (IaaS+PaaS), including autonomous driving, car road collaboration, and network of car, the first share is Huawei Cloud, accounting for 22.8%, followed by Alibaba Cloud, accounting for 21.5 to 21.5 %, Baidu Smart Cloud and Tencent Cloud are ranked three or four in market share of 13.1%and 13.7%, respectively.

Behind Tencent, the byte beating also launched the car cloud business. The goal is to chase Tencent by 2025.

In terms of smart cockpit, the market is even more happy. Car companies divide their camps according to the ecosystems that have been adopted. For example, Baidu's Weimar, Ji Ji, Alibaba's SAIC, Xiaopeng, Huawei's polar fox, and questioning world. Weilai and Tesla followed the way for self -study.

Ace with ambitious technology companies and mainstream car companies are also developing their own autonomous driving technology. For example, Google, Baidu, Huawei, Tesla.

Chen Hong, chairman of SAIC Group, said that he would not cooperate with third -party companies such as Huawei to drive autonomous driving, because after accepting the overall solution of a third party, "it became a soul and Shangqi became a body." However, in May of this year, SAIC seemed to have put the "soul" into the hands of others, and cooperated with the US mobile platform Sai Si to start Robotaxi.

Only autonomous driving that can be applied is the real autonomous driving. Finally, technology companies make cars (or foundry) itself seem inevitable. The technology brothers who have entered the car have deeply cut into the front line of car construction to varying degrees, especially the field of intelligent hardware and autonomous driving technology.

Li Yanhong, who once vowed to say that Baidu did not build a car, still cooperated with Geely to set up a collection to build a car at the end; the cooperation with Huawei and recently renamed the well -off shares of Selis, in fact, it has been considered as a foundry to build a car; Xiaomi is even more than even more. I established a car company and built a factory in Beijing. Lei Jun also said that the car building was his "last campaign".

Behind Xiaopeng and Zhi Ho Tye also standing Alibaba, and Alibaba and SAIC Group also have in -depth cooperation.

Through funds, technology empowerment, foundry manufacturing, or personal ending, establish a connection with car companies. So that the promise of the technology giant "does not build a car" has become a text game.

In this context, Tencent, which is also a technology giant, looks like a cloud of cars.

Tencent did not think about "car building". As early as 2015, Tencent established a harmonious blessing with Foxconn and Harmony Automobile. However, a year later, because of the differences between shareholders in the direction of development, Foxconn and Tencent both withdrawn.

Subsequently, Tencent seemed to change a direction, and financial investment became the mainstream. It is still the second largest shareholder of Weilai so far, and once holds Tesla's 5%of the shares (currently cleared the position).

But except for these cloud business and financial investment, Tencent seems to have no other actions.

At present, the new energy industry and smart cars have moved from the first half of electrification to the second half of the intelligence. Players in the upstream and downstream of the industrial chain are rubbing their fists, intending to become the new overlord of smart cars.

Human society is also going to the Internet of Things from the era of mobile Internet. As Musk said, cars have never been a car. "It can be said that Tesla is the world's largest robot company. Our car is almost a semi -perception robot with wheels."

Baidu Li Yanhong is well versed in this point. As early as nine, he deployed autonomous driving. He wanted Baidu to achieve the second spring and stand in the home of the new world in the future. Huawei has aimed at this direction from communication operators to mobile phone manufacturers to car companies.

Will Tencent stop in Tencent Cloud in the field of smart cars?

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