PK Apple with the Phantom, the new action frequently Geely in how to layout intelligence?
Geely has recently been really idle, a while its company to go to sea listed, a while to send satellite, and now to acquire cell phone manufacturers, its moves have exceeded everyone's knowledge of a car company, from the chip field to the satellite star chain, and then to the car system, frequent big moves make us a little confused, Geely will do what next? Today we will combine the recent events to analyze how Geely is laying out this chess game?
The acquisition of Meizu is just a small step in Geely's intelligent planning
Just yesterday, Geely acquired more than 79% of Meizu's cell phone shares, squeezing out Huang Zhang and Ali, becoming the largest shareholder of Meizu. At the time of the acquisition rumors between Geely and Meizu, some Meizu fans expressed their concerns. "I'm afraid the acquisition is not as easy as I thought! The family business branded Meizu and Geely's Xingji era how to smooth the transition is first of all a huge test, not including the integration of the team and optimization of manpower. As early as in the Ali era, executives reached out to Meizu to acquire the olive branch, but once heard to give up the right to speak, the stubborn Huang Zhang was the first to veto it.
Now that the dust has settled, Geely is looking at the foundation and accumulation of Meizu's hardware in cell phones; the second is the imagination of Meizu Flyme in the care system. The Flyme for Car car system is already on its way. We all know that Krypton and Link's car machine has been trolled badly, the growth of innovation in the field of car machines is the next hard wound that Geely must improve, of course, but also against Apple's "invasion", which we will talk about later. First of all, there is Yigatong listed on the shell of the sea, and then the acquisition of Meizu, whether it is Geely in order to do cell phones or car machines, its self-research determination we can already see.
China's "star chain" needs more companies to component
Geely's layout in the intelligent cockpit is only part of it, and the satellite launched at the beginning of the month, you can see the other side of the intelligent building. Geely's nine civil satellites are designed to better realize vehicle networking, and autonomous driving, and help drones, or future flying cars, achieve low-altitude precision positioning. Of course, this 9 is just a start, so the current 9 play a huge use, which is absolutely difficult for people, but the network, can make up for the shortcomings of remote areas with less base station coverage, while the Internet itself, the network delay is likely to be shortened, because the Internet communication mainly relies on fiber optic cable, short distance no feeling, but if the ultra-long distance communication, such as between countries and countries, may have to cross the mountains and The sea, you need some mountainous areas or submarine fiber optic cable, the cost is high, the delay is also longer.
The low latency, or even zero latency, needed for autonomous driving can be solved by a greater density of near-Earth satellites, which will also be of great help to the vehicle-road cooperation system, which is equivalent to having another God's perspective in the sky. In the future, if we face technology blockade or other unstable external interference, we can keep an eye on the backhand. Of course, these satellites can be used as civilian facilities, but also in extraordinary circumstances can be diverted to other uses: Musk's star chain for the Russian-Ukrainian conflict to play what role, I believe we have heard. We also hope that more companies will work together on the Chinese star chain.
What is it like to master the "table and the inside" of intelligence by yourself?
At present, the most attention part of the country - high-end chips, Geely also did not put down. Geely's Dragon Eagle One, a 7nm chip, is the first domestic vehicle-grade 7nm process vehicle-grade high-arithmetic power multi-core heterogeneous chip, an intelligent cockpit chip, chip arithmetic power 8TOPS, twice as strong as Qualcomm Snapdragon 8155 arithmetic power.
Rigatoni autonomous driving chip supplier Geely Core Prime Technology, will be launched in 2024 to 2025 successively 5nm vehicle integration supercomputing platform chip, and high arithmetic power autonomous driving chip, arithmetic power of 256TOPS, to meet the needs of L3 intelligent driving, this level but from the arithmetic power can surpass all Mobileye products, even slightly higher than Nvidia's Orin, but The ability of the computing platform is still unknown.
At present, the intelligent cockpit and intelligent driving, Geely are almost in the all-round layout, intelligent cockpit with the sea of Yigatong and just acquired back to the Meizu, to provide their own underlying development platform and other personalized programs, but also independent research and development of the upcoming mass production of the chip Dragon Eagle One can be considered complete the overall closed-loop ecology, able to fight the outside world's changing times. Intelligent driving, through satellite networking and a considerable degree of self-research, can further please the control of an Israeli company, while the production of the self-driving chip, can further control their own voice in this area. As a car company, with its own vehicle manufacturing experience, its own car manufacturing platform architecture (Volvo's platform is also Geely's, maybe one day Mercedes-Benz can also be used), and at the same time in the intelligent aspect can almost do from the chip to the overall system to do all the self-research, in the car companies can not find a few, maybe the next Geely will start to build their own battery it? However, still have to continue to face the impact from other companies, above we mentioned the impact that Apple may bring, and next we will see, that this impact is not true and may happen.
Geely's acquisition of Meizu, is to "top" Apple?
Last week at Apple's 2022 WWDC conference, Apple showed off its new CarPlay system and showed 15 partners at once. The new CarPlay system is no longer a simple iPhone screencasting software, but a system that can be deeply rooted in the cockpit screen. Through OBD or other access to the vehicle's interface, Apple can fully access the vehicle's driving information, cockpit functions, and so on, directly becoming the vehicle's second set of the care system. Apple's mind has been revealed, these data Apple take to use to do what, how to use, car companies are afraid that they can not manage.
So there are also car companies said temporarily do not support the new CarPlay, BMW and Tesla are two of them, BMW this time do not support Apple's new CarPlay let everyone is very incomprehensible, has been very close to Apple, why this time does not promise it? BMW's relationship with Apple CarPlay is quite delicate, CarPlay function at the beginning of its debut in 2014, BMW executives have made it clear that their vehicles will not support Apple CarPlay, but then BMW changed its initial decision to support CarPlay on certain specific models in 2016, owners need to pay an annual subscription fee of $ 80 to use the service, which was later not charged separately. Since then BMW and Apple have gotten very close, and Apple always uses BMW's relevant models for demos and promotions when promoting CarPlay, and this one is no exception, while the last new CarPlay partnership was without BMW. I think BMW should be quite confident in its own iD8 system, which it has developed with great effort, and BMW's own system forms a perfect data loop. said it still needs to evaluate how to integrate Apple CarPlay functionality with the announcement and has clearly focused on further enhancing the iDrive user interface system and will continue to seamlessly integrate with Apple's ecosystem as part of this development.
Be careful selling your soul, tigers have to be guarded
Similar to BMW, Geely's current bold cooperative development system is intended to prevent giants like Apple from taking full control of the car company's smart cockpit from the underlying logic to the functional settings. The new generation of CarPlay can be said to be the car's "second brain" in a sense, which can provide an in-depth understanding of the car's data, such as where these car users have been, what app they use, how far they drive every day, how much energy they consume, and how their travel habits are. Even the braking and steering data, which is not yet available, can actually be obtained indirectly through ports such as GPS. In this way, this is equivalent to car companies sharing their core data with Apple.
Even if Apple does not make a car, these data can also make it earn the basin slowly, plus it also wants to build a car, accurately grasp the strengths and weaknesses of the major car companies, to become a stepping stone to their success, the major car companies also have to prevent such a "big tiger", may one day pop up to bite people.
As for Tesla, sales began to climb when CarPlay was born, and now CarPlay will usher in a major upgrade, while Tesla still does not support CarPlay, it is estimated that the Apple launch in the United States coverage rate of 98%, the remaining 2% is estimated to a large extent Tesla dry, Tesla has its own complete entertainment system, after all, it is a The solution given by Tesla is to customize the chip with AMD, which has been at the forefront of the industry in terms of displaying interactive entertainment in the cabin, and has been somewhat entangled with Azera the other day. Tesla has taken its own distinctive path. Prior to this, Tesla's first-generation infotainment control unit MCU used the Nvidia Tegra 3, and the second-generation MCU from the Model 3 enabled Intel's Atom E8000.
Maintenance of their own intelligent entertainment system, intelligent cockpit system defense war has been fought, this aspect of the most unshakable is our new domestic forces, intelligent cockpit interaction is their fist product if this aspect can not be protected, then their intelligent aspects will be largely subject to others. Will all the core technology, and supply chain companies are in their own hands, is not a good policy, of course, to achieve all this, all need strong capital.
