Gao Dewei: 2018 car companies will not be online will be eliminated

As the president of Gaode Automobile Business Unit, Wei Dong, who was subverted by Ali's “energy” culture, repeatedly stressed that the high-precision map in the future must be dynamic. Car navigation can definitely replace mobile navigation. Now the problem is the navigation on the car. Too bad. Because, through the networking of vehicles and the onlineization of navigation, the vehicle can be intelligentized, thus completing the transformation of the entire automotive industry system.

In the small Beijing office where the Alibaba logo was everywhere, in the small office, Weidong, who was slightly slower, actually realized the attack and subversion of the Internet in the later conversation.

"After the end of 2018, the vehicles of the depots are still not connected to the Internet, and they are very likely to be eliminated."

"I only believe in one thing from the bones, do drone driving, or do Internet services. If your ability is completely built on the side, that is, the car itself, it is meaningless because there is no one end. And the big cockroach PK on the cloud."

"If the talent, structure, and facilities of the car enterprise are not in the cloud, or there are not many servers, no big data experts and technologies of the Internet or cloud computing, the company will go to PK with companies like Apple, Google, and Tesla in the future. Really will suffer big losses, these are two completely different areas of competence."

As the president of Gaode Automobile Business Unit, Wei Dong, who was subverted by Ali's “energy” culture, repeatedly stressed that the high-precision map in the future must be dynamic. Car navigation can definitely replace mobile navigation. Now the problem is the navigation on the car. Too bad.

In fact, it seems to me that, more important than the "2018 car companies are not online will be eliminated", the more important thing is that the car becomes the Internet terminal, that is, the car Internet, will become the key to determine the future of automotive companies. At this moment, Geely, Changan and other local brands that have responded positively have already taken action.

Because, through the networking of vehicles and the onlineization of navigation, the vehicle can be intelligentized, thus completing the transformation of the entire automotive industry system. Of course, in this process, the strategy and pattern of traditional auto companies will also be tested.

China’s driverlessness is still not a system

Q: Tesla's driverless car accident has caused global attention to driverless technology. How do you view the real problems and future trends of driverless driving?

A: Driverless, artificial intelligence and car networking are the ultimate representation of the development of the automotive industry. Unmanned driving is the inevitable direction of the future. Unmanned driving involves many types of technology. Most of the time, China relies on the innovation of enterprises to study unmanned driving. Domestic unmanned driving research is relatively loose, and the overall system is still not systematic, and the participating parties have not reached a consensus on the technical path or major issues. For example, some car manufacturers or car companies are more willing to take the gradual road; another door belongs to the jump Development, such as Baidu directly to do driverless, and then observe the user's acceptance by reducing costs.

There is no right or wrong between the two approaches. In the relevant fields such as policies and regulations and industrial systems, everyone's attention is not enough. There is no organization in China that takes the lead in completing this systematic project. Everyone is doing their best in their respective fields. In fact, unmanned driving involves infrastructure construction such as operators and network systems. In the future, how to present big data and cloud computing capabilities and provide intelligent driving to the automotive industry is a systematic project.

Q: Are you concerned that the Ministry of Industry and Information Technology will announce the intelligent networked vehicle technology roadmap in August to classify the degree of intelligentization and networking of automobiles. Do you think that this initiative of the Ministry of Industry and Information Technology can make China's driverless system a system?

A: It is definitely useful, but I personally think that we are still at the stage of exploration in solving all the problems of the industry. The intelligent networked automotive technology roadmap is certainly meaningful for grading automotive intelligence. Any technology, the final outcome is normal, and the process is different. As far as the speed and stage of technology evolution is concerned, driverlessness will be graded and graded like products in terms of demand and manufacturing capabilities, or market capability.

The high-precision map of the future must be dynamic

Q: High-precision maps are very important for unmanned driving. In terms of standards for high-precision map design, what is the current situation in China compared with foreign countries?

A: When it comes to standards, it is actually thinking about one thing: who will do high-precision maps, who will use them after they have finished, and what the future business model is. Maps in some countries are basic industries, completed by governments and associations. But in China, high-precision maps are made by companies, but this is a question: Can you do it; after you do, can you give it to people? I can be proud to say that at present, only Gao De can do high-precision maps for others.

Of course, maps also require formatting standards. The data of the map data from the original data to the data format that others can use, the more standard the format, the more the map's ability can be reflected. For Gold, we are very eager to promote domestic map standards and the integration of international and domestic map standards. The standardization of the map format, or the standardization of standards, will definitely bring the upper-layer applications and related equipment and industries to the light.

Q: Why is only Gao De able to do high-precision maps?

A: Only Gaode can do high-precision maps that others can use, and some companies do high-precision maps that may be used only for themselves. At present, the companies that do the map industry are mainly divided into two categories: one is to provide map data, and the other is a map service provider that does its own business, and the two are aimed at enterprise customers and users.

Gao De is both. After being acquired by Alibaba, Gaode retained the system of providing map data to enterprises, and also provided data for the user service of Gaode Map Mobile. To put it bluntly, it is divided into two categories: one "2B" (for enterprises) and the other "2C" (for consumers).

Q: What kind of service does Gaode provide with Alibaba and SAIC to build the Roewe RX5?

A: We not only provided the data, but also provided the navigation engine to the Roewe RX5, which was integrated with YunOs. From the perspective of the big system, Gaode is composed of two parts, which we define as “left and right hands”: automobile business and internet business. The automotive business is “energy” for the automotive industry, while the Internet business is a high-tech mobile map and “energy” for Internet companies.

Unmanned, more involved in the automotive business. Gao De cooperates with Didi, Shenzhou, including the car manufacturer, mainly to provide them with a set of high-precision map data, this is the first step. In the second step, the future high-precision map must be dynamic.

The map data is changing at any time. We originally had a basic statistic. The roads in China are more than 6 million kilometers, and there will be changes in nearly 400,000 kilometers in a quarter. It is possible to know the frequency and breadth of the changes in the road conditions. Deep. These attributes are very likely to affect the safety of driverless driving. How can we guarantee that the accuracy and frequency of changes in the 4 million kilometers of change, with a long period and a small particle size, can reflect the final fresh map, this ability is not a general business can do Got, and Gao De's high-precision map can do it.

2018 is the watershed of car interconnection

Q: The car companies that cooperate with Gaode have different choices on the map. What advice do you have for them?

A: First of all, the current car companies and car manufacturers have begun to realize that the map navigation service they used in the past is a product of the last era. The maps of the last era are offline, the data is old, the update is insufficient, and the price is expensive.

We are currently pushing one thing, that is to let everyone understand that maps should not be so expensive. The map itself does not need to spend that much money, especially after the vehicle is online. Because the user of the map itself is the producer of the map, the road is the person who comes out, and the person and the car are the easiest to perceive the road. Therefore, when the map data is handed over to the depot, it is not simply selling a product to the depot, but a service relationship is formed between the two. All cars should use car navigation as much as possible because it is safer and more powerful than mobile navigation. The problem now is that the navigation on many cars is too bad, and the car navigation for spending money is not easy to use. All the problems indicate that the car's own capabilities are not well utilized.

Q: Car navigation should be done, if the car is to be connected?

A: Yes, you have to be connected. So I told the car manufacturer that if you are doing offline navigation products, you will not find Gaode. Recently, I have frequent exchanges with car manufacturers. Some automakers with relatively quick response, such as Changan and Geely, have decided to increase their investment in car networking. Some car companies have decided to invest hundreds of millions of cars in the future. All are connected. In this regard, the people in the automotive industry are very active, very aggressive, and more conservative. I also came to a conclusion in the process of contact with them. It is my grandiose crisis. In 2018, it will be a car interconnect. Watershed.

Q: How do you understand it?

A: If the vehicles of the depot are not connected to the Internet after the end of 2018, they are very likely to be eliminated. If you are unclear in this regard, the overall policy of the company must be wrong. After 2018, the unresponsive car dealers will find that the competitors are running in the front, they can't catch up, and then adjust the system, and all the time is too late.

Q: What about cars that were produced before 2018?

A: Transformation. In this respect, we have some new methods and measures with Changan Automobile. Relevant industries, such as car manufacturers that do in-vehicle electronic equipment, are also actively participating.

Q: Did you mention that some car companies are more conservative?

A: Yes, I call it the “old aristocrat” in the auto industry. This is not just the car company of China's own brand, but the car companies that have more interests in the past, and their actions will be slower. Many big companies will have a common problem in the end. Their leaders are professional managers. They lack entrepreneurial spirit and are most afraid of making mistakes. Innovation may be wrong for them. But for entrepreneurs, innovation represents opportunities, like growing car companies, they value opportunities more than fear of making mistakes. In this process, Gaode will also adjust its own abilities and resources. We can't support all the people. For the partners who are running ahead and willing to seize opportunities, we will do everything we can to help them.

Q: What kind of benefits do you have for the car factory?

A: Gao De will not talk about strategy like other companies. We talked relatively simplely. On the matter, I will tell the car companies that your navigation can't be used at all. Hurry and solve this problem first. Once this problem is solved, many subsequent problems will be solved, because through the onlineization of networking and navigation, the next direction must be intelligent.

Through online and intelligent, many things have changed. For example, you will see that future maintenance, services, including faults, and professional services of various types of vehicles become more efficient. Post-production, planning, and product planning will also be based on seamless, real-time docking of Internet thinking, which will make your system more bullish, such as which parts should be, what is the source of the failure, and how to optimize? Specific to the car, which functions to increase and enhance, user preferences, operation process, can be formed through data, this is the transformation of the entire automotive industry system, avoiding the traditional car tactics, a model to prepare N kinds Model and so on.

There isn’t any one end and the big PK on the cloud.

Q: Gaode is an important part of Alibaba's layout in the automotive industry. How do you understand Ali's thinking on the overall layout of the automotive industry?

A: Actually, Ali's layout in the automotive industry is very simple. The most basic conditions for the growth and development of Ali are related to consumption. Therefore, as long as it is a lively consumer field, the more lively, the more benefit Ali will benefit. Ali's culture is "energy" and "altruism". Of course, I hope that the production, sales and service of automobiles are more active, more efficient and more suitable for people's consumption. The joint venture between Ali and SAIC is actually supporting the landing of Ali YunOS. Just like Alibaba invests in Meizu, the important strategy is to help YunOS. How can YunOS enter the hardware as an operating system? Is there any way to speed up this? This is the most fancy of Ali.

Q: What is the biggest highlight of the Roewe RX5 that Ali and SAIC are working with?

A: It must be networking. All its services are full time online. Whether it is a car service, a navigation-like service, and a future entertainment service, its biggest feature is network-based full-time online, which is its biggest highlight. From this perspective, this car is the real Internet car. In the face of other so-called Internet cars, I will understand a few questions: Is your navigation online? Is it real-time traffic? Is the path planning done in the cloud? Can you avoid congestion?

Q: Now, what do you think is the most important thing for car companies to be intelligent and unmanned?

A: I only believe in one thing from the bones, do it without driving, and do Internet service. If your ability is completely built on the side, that is, the car itself, it is meaningless because there is no one. End energy and the big PK on the cloud. The arrival of the 5G era, when the transmission rate can accommodate enough users, means that you can put a lot of things on the end to the cloud, the hardware on the end, the configuration can be reduced, and then let the command and judgment It’s hard to hear. In the future, wherever you turn, you can send it from the cloud. You don’t have to do it. This is what I personally think is not necessarily right in the future. The so-called artificial intelligence built on the end will be eliminated.

Q: What is your advice to the car company?

A: I often tell one thing to the car factory. If your technology still focuses on the end, it must be wrong. In the future, there will be a large number of capabilities in the cloud, which will determine the competitiveness of this car company. If the talent, structure, and facilities of the car enterprise are not in the cloud, or there are not many servers, no big data experts and technologies of the Internet or cloud computing, the company will go to PK with companies like Apple, Google, and Tesla in the future. It will suffer big losses, which are two completely different areas of competence. I think that the so-called Internet of car companies, an important sign is the speed of construction and capacity development.

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