Weilai, Xiaopeng, Geely reached the cross -border fork

The picture comes from Canva.

Nowadays, the entire automotive industry in China has gradually entered a period of accelerated reshuffle. In order to occupy more market share, major car companies have begun to work hard in many aspects such as products, technology, and marketing. Under the huge pressure of competition, the vast majority of car companies are no longer satisfied with the development of a single business, but they have started a "sub -business" outside the main business. Essence

In this cross -border tide, the figures of Weilai, Xiaopeng, and Geely are particularly conspicuous. However, due to the different technical routes and business styles, the cross -border of Weilai, Xiaopeng, and Geely naturally inevitably moved to different directions.

Weilai: Make a mobile phone on the agenda

With the gradual acceleration of the interconnection process of all things, the importance of mobile phones in the era of all things is increasing. Although Weilai is not the first case among many domestic car -building car companies, after Weilai’s mobile phone business is silently on the agenda, the starting point of Weilai mobile phones has begun to be more and more people. learn.

On the one hand, the true interconnection of the two smart terminals, mobile phones and cars, can avoid Weilai from being "stuck in the neck", but also helps its ecological closed -loop. In the era of mobile internet, mobile phones are an important device for users to connect the car. It has become a major trend through mobile phones to control cars. Naturally, Weilai ’s mobile phone has also created its own software and hardware integrated intelligent ecology. Product considerations. In addition, if a third -party technology is adopted, it may be "stuck" by mobile phone companies, and it can effectively avoid this hidden danger by making mobile phones.

On the other hand, some mobile phone manufacturers are invading the big rear of car companies, so in the process of participating in intelligent development, car companies to seek new opportunities in the mobile phone industry are also logical. For example, mobile phone manufacturers have seen the opportunity to integrate cars and mobile phones, so driven by the wave of smart cars and technology, mobile phone manufacturers such as Huawei, OPPO, Xiaomi, and Apple have begun to enter the field of smart automobiles, which has caused Weilai to certain In order to defend, Weilai had to enter the hinterland of mobile phone manufacturers, and began to build a mobile phone business to build an ecological chain to build a corporate moat.

More importantly, mobile phones can not only help Weilai improve people's interactive experience, but also promote its transformation to intelligence and digitalization. Most car companies are not ecological participants, so they only use the usual model to define products. Compared with car companies, mobile phone manufacturers, as one of the ecological participants, are more clear about what users want. As a result, when the car increases the attribute of the smart mobile terminal, the car company can truly realize interconnection and interconnection with the two smart terminals of the mobile phone to further understand the user's demand for smart terminals.

Xiaopeng: The robot is steady and gradual

Following Geely and Weilai cross -border mobile phones, Xiaopeng, another head player of new energy vehicle companies, found a new cross -border direction -bionic robots. However, compared with the mobile phone business, bionic robots seem to be farther away from the automotive industry, but Xiaopeng will select the robot track in many new tracks. The reason is self -evident.

First, the linkage of the car and robotic business can produce the effect of "1+1> 2". When Xiaopeng developed the bionic robot at the beginning, he chose the motor control mode. In addition to saving costs, this R & D route is the most important thing is that motor control and AI technology can better complement and coexist, and just happen to be a new generation of Xiaopeng Peng P7, just launched the AI ​​voice system. From this perspective, with the help of the AI ​​bridge, the two businesses of bionic robots and cars can produce resonance. Tight collaboration between robots and automobile industries may bring unexpected results to Xiaopeng.

Second, robots play an important role in future industries and service industries, and have extremely high commercialization potential. Robotics are one of the most important air outlets in recent years, and bionic robots have a broad development prospect because they can engage in high repetitiveness and high risk work instead of humans.另外，仿生机器人C端市场的普及程度相对较低，其潜力却不容小觑，就连视觉引导机器人、陪伴服务机器人，都已经成为了家用服务机器人行业的增长引擎，而具备未来感知能力，以及The demand for service -type robots of AI attributes is naturally worth looking forward to.

Third, the competition in the new energy industry is becoming increasingly fierce. Xiaopeng betting robots also strive for more market share to strengthen its own moat and strive for more market share. With the increasing number of new energy tracks, even Xiaopeng, who is the first echelon of the new forces of new vehicles, will inevitably face challenges. Xiaopeng had to actively develop the second growth point. Compared with other businesses, the bionic robot has a high technical barriers. It is difficult for players to "play around". Xiaopeng uses it as a new business to explore, and it can further strengthen its own moat.

Geely: Aerospace Dream Reality

Xiaopeng's "Giving Closer" betting robot has shocked people. Geely's "unique" independently developed satellites to develop satellites is better. In fact, Geely's Time and Space Daoyu Technology Co., Ltd. has been established as early as 2018. Its business scope includes low -orbit satellite research and development, aviation equipment, satellite transmission, digital information processing, and unmanned aircraft. It is not difficult to see from such a careful and full preparation that Geely has been ironic to build satellites.

At first, satellites are an important part of autonomous driving and smart travel. Launching satellites can provide navigation services and data support for Geely's autonomous driving, drones, logistics and other fields. Because the low -orbit satellite has the characteristics of short transmission delay, small path loss, and high positioning accuracy, it is difficult for car companies to develop higher -level autonomous driving without satellites. Geely personally develops low -orbit satellites. The entire front -end cost, and has a strong synergy effect with its car manufacturing and smart travel in terms of positioning, navigation and car networking, which can be described as more. Secondly, the frequency band and track position of satellites are non -renewable resources. Geely's early layout occupies will help it take the lead in the fields of travel, remote sensing, the Internet of Things. Technology transformation, smart travel, big data and other industries require satellite assistance, but the frequency band and orbit position of low -orbit satellites belong to non -renewable resources, and can only be available first. Geely took the lead in launching low -orbit satellites to integrate relevant core industrial chain resources in advance. In the future, it is expected to occupy the first -mover advantage in travel ecological construction in the large transportation field.

Third, the Geely Industrial Chain market will gradually expand under the drive of satellites, which will help promote the large -scale integration of the aerospace industry and the automotive industry, and transform from automotive companies into technology companies. Satellites can provide comprehensive services for multiple fields such as autonomous driving, ocean, drone, logistics, and surveying and mapping. Therefore, with the gradual improvement of Geely's layout of low -orbit satellites, its industrial chain can also continue to expand. The large -scale integration of the aerospace industry and the automotive industry can further enhance its corporate brand image, technology and business value. Geely is also expected to gradually transform into a wide range of business technology companies from the "car company manufacturer".

Cross -border roads are uneven

Although relying on the deep accumulation of car manufacturing technology, the "vice industry" of Weilai, Xiaopeng, and Geely's car companies are also sounded, but entering a brand new industry means that everything must start from scratch, so Weilai, so Weilai, so Weilai, so Some of the problems faced by Xiaopeng and Geely still cannot be ignored.

First of all, robots and satellite technology barriers are relatively high. Xiaopeng and Geely still need to accumulate for a long time. Although mobile phones, robots, satellite manufacturing technology and smart cars, driverless driving, etc., compared with technology companies, most car companies have few buildings on software. What's more, Weilai's mobile phones, Xiaopeng's robots, and Geely's satellites need not only consider the technology itself, how to successfully apply these products into "actual combat" is a more difficult problem.

Secondly, whether it is mobile phones, robots, or low -orbit satellites, it requires high R & D and production costs. Weilai, Xiaopeng and Geely are inevitable to continue to invest. Take Weilai to build a mobile phone as an example. From building a supply chain, production line, clarifying brand positioning and formulating development strategies, to product packaging, marketing, and improvement of offline distribution systems, all of them do not need to spend a lot of money, manpower and material resources, and robots. The development of the satellite is more difficult, and the degree of burning will only be higher, which will undoubtedly bring huge financial pressure to car companies.

Finally, for Weilai, Xiaopeng, Geely, the popularization and application of mobile phones, robots, satellites still stay at the theoretical level, and the prospects for commercialization are unclear. Specifically, the mobile phone track is fiercely competitive, and it is not easy to create a good product favored by users. Looking back at the robot track, the profitability of the entire robot industry is not ideal. Xiaopeng's smart bionic robot track The degree of commercialization is also unsatisfactory; the deep integration of Geely satellites and the industry has just begun, and the commercial value cannot be immediately reflected.

总而言之，对于蔚来、小鹏、吉利等车企而言，跨界虽然是为了应对激烈的市场竞争而采取的举措，但手机、机器人、卫星这些副业，并不一定就是蔚来、小鹏、 Geely relieves the best medicine for "anxiety". After all, most of the painful facts of the failure of "cross -border" also show that there are many difficulties in cross -border. Hard and danger.

- END -