With the development of artificial intelligence and the chip industry, the autonomous driving industry is in full swing. Major Internet companies have joined hands with the automotive industry to innovate, fully deploy and compete for market share. Cars have become one of the essential tools for travel. How big is the cheese of autonomous driving? Musk has spared no expense to study this field for many years?
According to Bloomberg's "2022 Electric Vehicle Outlook", China will become the world's largest autonomous driving travel service market by 2040. The scale of will reach 12 million vehicles, followed by the United States, with about 7 million vehicles.
consulting agency IHS Markit predicts that by 2030, China's autonomous driving travel service market size is expected to exceed 1.3 trillion yuan, which will account for 60% of the country's autonomous driving travel service market by then. autonomous driving travel will usher in strong growth in the next few years. The autonomous driving travel service market will eventually be dominated by 2 or 3 major companies, and the number one company will occupy more than 40% of the market share.
With such a large cheese, companies can make huge profits by increasing the price of smart driving, what other ways do they have to make profits?
Combined with self-driving and online car-hailing
American autonomous driving company Cruise is a subsidiary of General Motors’ autonomous driving. Cruise has been committed to developing self-driving online car-hailing for cities. Cruise and Waymo both have commercial deployment licenses issued by the California Public Utilities Commission, allowing passenger services to be provided with autonomous vehicles in the presence of safe drivers. "Cruise can grow rapidly after millions of miles of testing, and the company aims to reach $1 billion in revenue by 2025," said Kyle Vogt, CEO of Cruise.
In China, Huawei and Baidu have joined the battle camp that combines online car-hailing and autonomous driving operations. html In early August, Baidu announced that it had obtained a fully automatic driverless taxi (Robotaxi) service license in open road manned operations in Chongqing and Wuhan. Fully driverless taxis will be able to provide commercial services and charge fees. The public beta version of Petal Travel launched by Huawei has officially launched and supports taxi services for service providers such as Shouqi Car-hailing , Shenzhou Private Car , and Sunshine Travel .
online ride-hailing market has hundreds of millions of users, which will undoubtedly become a key factor in the commercialization of Robotaxi. iMedia Consulting data shows that the scale of the driverless car market will reach 10.04 billion yuan in 2022, and it is expected that the opportunity for large-scale industrialization will be ushered in around 2025.
Autonomous driving software sells
Autonomous driving is a software-defined car, and it is a software technology with artificial intelligence as the core to determine the development of smart cars. Payment for software upgrades is an important means of profitability of intelligent driving software.
Tesla started the "embedded hardware + paid unlocking software" mode as early as October 2016, and paid for marketing car software. By pre-embedding AutoPilot hardware in the factory vehicle, consumers can purchase software as needed to get a better driving experience.
According to Tesla's financial report data, in 2021, Tesla's services and other businesses, including autonomous driving software, achieved operating income of US$3.802 billion, an increase of 65%, accounting for 7.06% of its total revenue. These revenues have tempted major auto manufacturers to step into software-armed cars, and the market share of autonomous driving is in competition.
According to Sina Finance, although the concept of autonomous driving is becoming more and more popular, some investment companies are still in a loss-making state. In the first half of the year's performance report, although BAIC Blue Valley has suffered huge losses despite in-depth cooperation with major manufacturers such as Huawei and Baidu. In addition, three companies, including Cialis, , OFILM and , are expected to lose up to 1.76 billion yuan and 950 million yuan in the first half of this year. On the road to the popularization of autonomous driving, costs are still a stumbling block.
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