According to documents submitted by Tesla (TSLA) to the SEC, Tencent China has held a 5% stake in Tesla and became Tesla's fifth largest shareholder. Tencent’s shareholding is non-active, which means that Tencent is not actively involved in Tesla’s operations. After the news was released, Tesla's stock rose from a fall in the pre-market trading on Tuesday. At 19:31 Beijing time, it reported 278.50 US dollars, or 3.06%, and the transaction was obviously heavy. At present, Tesla's top four shareholders are CEO Musk holding 21%, fund giant Fidelity holding 14%, independent asset management company Bailie Gifford holding 8.2%, T. Rowe Price It is 7.3%, and a brand new driverless giant will be born in the future.
As we all know, there is always a battle between Autopolit and Drivelesscar in the future direction of the automotive field. To achieve more advanced driverless functions, we must have high-precision digital maps and advanced production capabilities. Full layout of vendors, cloud services and driverless algorithms. At present, the only thing that Google and the Apple that has always claimed to build a car lack is a vehicle company to do the foundation. However, Tencent has already completed the layout that the first two giants have failed to complete, and Tesla’s CEO, Musk, has established Tesla’s initial intention to reach the unmanned height, and the new giant is ready to go.
The picture shows Tesla's current autopilot function demonstration (non-driver technology route)
Since Tencent and NavInfo have also held a 10% stake in the famous HERE map, Here map has great influence in the field of digital maps. In addition to Google Maps, Microsoft Bing Maps, Yahoo Maps Services, and Baidu Maps are all from the map of Here.
But the HERE map and the four-dimensional map have something in common, that is, the strengths have never been in the consumer market, but in the 2B field, especially in the automotive sector: according to data provided by research institutions in 2015, there are about 80 worldwide. % of automakers have adopted the Here navigation system, which has established cooperation with mainstream auto brands such as Toyota, Volkswagen and BMW, almost in a monopoly position.
In addition, Here has also stocked a lot of technology during the Nokia period. Nokia has invested a lot of manpower and financial resources on the map of Here, and has also launched a number of solutions in the automotive field. Tencent teamed up with NavInfo to buy shares in Here: Swords Big Data, Driverless and Overseas Markets After being acquired by BMW, Audi and Dalem last year (2015), Here map has turned its attention to the higher-end unmanned market. , the company's vice president (participation, pictures, inquiry) Floris van de Klashorst once said, "In the field of unmanned driving, the map is no longer a static thing, but developed into a lively real-life reference."
Obviously, “map provider + car manufacturer†will become a mainstream cooperation mode in the unmanned driving field, especially after Google, which once wanted to fully dominate, also turned to cooperate with car companies to develop driverless cars. Provider + car manufacturer has become the absolute mainstream model.
1, Here map has a lot of data, big data is the basis of driverless
Here and the three major automakers teamed up, this lineup is Google (before the second half of 2016 is also single-handedly, the future will be HERE's most powerful opponent), Tesla, UBER, Didi travel and other companies can not match. After the 2015 agreement, the three major automakers have nearly 1,000 dedicated vehicles to provide these data, and by 2018, this number is likely to reach millions. In contrast, Google’s unmanned data is mainly derived from more than 50 self-driving cars tested on the road, although they have already traveled more than 2 million miles (participation, pictures, inquiry), but data acquisition The speed is still not ideal.
For unmanned systems, the collection of data is particularly critical. To some extent, the amount of data is a core criterion for determining whether a driverless car can be commercialized. Here, cooperation with a number of automakers will clearly have a decisive advantage in terms of data volume, and more auto companies will join the project in the future. After the Tencent and NavInfo new shares in the HERE map, ideally, both sides will have a win-win situation in the big data and driverless areas. On the one hand, it is beneficial for Tencent and NavInfo to obtain a large amount of stock and incremental data from markets outside mainland China. It is naturally a fat cake for autopilot as a global project. For the HERE map, the Chinese market is also indispensable, and it has been too late to enter. On the one hand, because of the license, the cost and uncertainty are also prohibitive.
2, driverless: Baidu wants to cry without tears, Google and Tesla may change strategies in the future
According to a research report published by UBS, “Crowdsourcing data is very important for real-time traffic and map services, because the size of user data is the best embodiment of product differentiation.†For unmanned driving, not only It is technology, data and cooperation models that are equally vital. Especially in the competition between the car factory and the Internet giant company for the initiative.
After all, for car companies, maps play an important role in the development of current car technology, especially in the field of unmanned driving, so they will inevitably get enough resources for development, without worrying about being abandoned or digested into other maps. The nutrients of the product and ultimately the marriage of others.
In fact, the graphic dealers are very dependent on the open data of the vehicle enterprises, and use the data collected by the vehicle sensors to provide services for updating and refining the map data. Further, to achieve a deeper integration with the vehicle functions, the driving assistance system, semi-automatic driving, Auto-driving enters a virtuous circle, rather than saving money and money.
After NavInfo joined forces with Tencent to participate in HERE, in theory, the cooperation between the two sides in the field of driverless driving will help to open the gap with competitors. After all, whether it is car factory data or high-precision maps, they complement each other and benefit each other. . For HERE maps, if you can get more data on mainland car brands and high-precision map data in mainland China, it is complete and effective for the unmanned global industry. And the four-dimensional map is new and vice versa.
But for Google and Tesla, it's not a good thing. When more data is in the hands of others, your initiative is even less. It is very likely to change the current strategy, especially Google, to win more cooperative car companies in order to compete with HERE in the future.
And Baidu wants to cry without tears. When the domestic market is not talking about Baidu’s departure from BAT, Baidu originally sent it to the technical field, one of which was the unmanned field, but it was a big one by Tencent. In the long run, it will inevitably reduce Baidu’s leading position in the unmanned field of BAT.
Will Google’s “Waymo†be left behind by Tencent’s driverless layout? Really not necessarily
Now Tencent continues to invest in Tesla or it will be another big move to lay the future unmanned, and at this time, globally, in addition to Google’s “Waymo†driverless is still in a steady progress, Tencent has already laid out from the cloud. (Tencent Cloud is a cloud service provider for Tesla's unmanned hardware supplier NVIDIA NVIDIA), algorithm (Tencent AI Lab), automobile manufacturing (Tesla), high-precision digital map (HERE), etc. Every aspect of technology needs, perhaps on the road to true unmanned commercialization, this ICT giant from China, Tencent, may take the lead.
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