Will the future auto industry confuse Tesla to become an apple in the automotive industry?

The listing of Weilai Automobile, driven by Tesla, the future of the automotive industry is in a state of confusing. Some people are watching the excitement, and some people are thinking. The current Volkswagen is still a profitable aircraft carrier, and Ford is not as good as Tesla. In the future, who is Apple and who is Nokia? Everything is unknown.

[Volkswagen Group did not count special project expenditures in 2016, and the group's profit reached 14.6 billion euros, a record. Tesla's listing in 2010 has been profitable for only two quarters. ]

On the evening of December 16, 2017, Weilai ES8 was officially listed at the Wukesong Sports Center in Beijing. The world's highest aluminum-containing body, the first EQ4 chip, adaptive air suspension, 4.4s per 100 kilometers... Some analysts lament that the main problem of Weilai Automobile is that the heap configuration is too much, and whether mass production can bring so much It is still to be seen that the good configuration is good in batches.

“We are here on the market. I don’t know how many people in traditional car companies are watching the crowds, how many people are thinking, how many people are taking a cold breath, and how many people think that Wei is still only the future. However, I I feel that the auto industry has become confusing with the addition of Tesla, Weilai, and the future of Xiaopeng, Changjiang, and Aichi Yiwei. Don't say smart cities, don't say no driver, don't talk about sharing, just say Pure electric vehicles and new service models, I am afraid that the traditional automobile industry has been stirred up." Previously, I was the one who was employed by FAW-Volkswagen, and Li Pengcheng, the co-founder of "After the Car", lamented on the night of the Weilai ES8 release.

He said that he clearly remembered that at this time ten years ago, although the iPhone was already on the market, Nokia still had peace of mind, ridiculing that Jobs’ products were not resistant to falling and frequently charged. Ten years later, everything has changed. “What will happen to the auto industry in the next decade? How many vicissitudes will be done? How many flowers will there be?”

Going against the water, if you don’t advance, you will retreat. With the rapid development of technologies in the fields of digitalization, autonomous driving and electric vehicles, the automotive industry has actually entered a highly competitive era, even in the world's top 500 rankings, such as Volkswagen, Ford, GM, Mercedes-Benz, BMW, and Toyota. The global veteran car companies that have a place in the world are also difficult to stay out of the way. In the face of new technologies and new rivals such as Tesla and even Weilai, the threats felt by the old car giants are already in sight and very urgent.

In April 2017, Tesla (TSLA) market value surpassed Ford (F) for the first time and was close to General Motors. The performance of the capital market reflects investors' optimism about Tesla's future.

"Ford's production reached 100 million, but the market value is not as good as the low output of Tesla. Why? Because of the data. Ford has produced so many cars as a century-old company, in fact, it has no data to understand how these owners are. Driving, but Tesla has accumulated 1.3 billion kilometers of data, so it is actually a data company, and the data is valuable." "Out of Control" author Kevin Kelly (Kevin Kelly) recently in Shanghai to the author Evaluation of Ford and Tesla.

The 65-year-old German carman, Volkswagen China President Heizman also expressed his feelings about the changing times of the times. He revealed that the current most important international market for the Volkswagen Group in the Chinese market is that the car customers are 20 years younger than the European car users. . “These Chinese customers have new features, and many of them are no longer carrying cash with them, either by paying via the Internet or by WeChat.” He said.

Although the public in front of us is still a good "aircraft carrier" with good profitability. In 2016, Volkswagen Group did not count for special project expenditures, and the group's profit reached 14.6 billion euros, a record. Tesla's listing in 2010 has been profitable for only two quarters, once in the first quarter of 2013 and once in the third quarter of 2016. Previously, Volkswagen's products were superior in quality, reliability and cost performance. But the reality that cannot be avoided is that Tesla not only has a rapid growth momentum, but also has impressive product and brand power in the eyes of global consumers, especially young people.

The situation is compelling, and the "aircraft carrier" of Volkswagen has to speed up its efforts to seize new areas such as new energy vehicles and industry 4.0. Heizman and the author emphasize that at present, the Volkswagen Group has made full efforts, one is in the development of new energy vehicle products, on the other hand, it is continuously exerted in the fields of vehicle interconnection and automatic driving, including new listings. Audi A8, under the legally permitted framework, A8 has achieved the third level of autonomous driving, and the entire Volkswagen Group is advancing step by step on the road of interconnection and digitalization.

In terms of production 4.0, the author also saw a large number of applications using robots (19.390, -0.12, -0.62%) and digital vehicles in the Volkswagen Europe factory, which has improved productivity and improved response speed. According to the public, the purpose of promoting digitalization is to make people's lives more convenient, to make vehicles or products more flexible, and to continuously improve quality while reducing costs. In fact, Volkswagen also hopes to increase the weight of the competition against competitors.

In the new era that is about to come, whether Tesla can become an Apple in the automotive industry is still unknown, but the public is trying to avoid becoming a Nokia in the automotive industry.

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