它被视为“鸡肋产品”,但2020年销量将破2.6亿套!-国际电子商情

手机在线人成视频

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它被视为“鸡肋产品”,但2020年销量将破2.6亿套!

手机在线人成视频JINNIANLAI,SUIZHEXIAOFEIZHEDUIJIASHI、XINXI、YULE、ANQUANDEXUQIUBUDUANTISHENG,CHEZAIXINXIYULEXITONG(In-Vehicle Infotainment,JIANCHENGIVI)DEGONGNENGJICHENGHUA、MOKUAIHUAQUSHIGENGJIAMINGXIAN。JUFact.MRYUCE,2017-2026NIANQIJIAN,IVISHICHANGDENIANFUHEZENGZHANGLV(CAGR)JIANGDADAO6.4%,YUJIDAO2020NIANDI,QIXIAOLIANGJIANGGAODA2.6YITAO。WEICI,GENGDUODEQIYEYONGRUIVISHICHANG,GAIXITONGDAYOUJIANGCHENGWEIQICHEBIAOPEIDETAISHI。BUGUOYEYOURENRENWEI,DANGQIANDEIVISHIJILEICHANPIN。

IVI暂时无法释放全部的价值

ZUICHU,IVISHIZHICHENEICHENGXIANYINPINYULENEIRONGDERUANYINGJIANZUHE,BUGUOSUIZHECHEZAIRUANYINGJIANDEGENGXINDIEDAIYIJICHELIANWANGFUWUXINGSHIDEBUDUANGEXIN,XIANZAIDEIVIYIJINGBAOKUOLEDAOHANG、YINLE、SHIPIN、YUYINSHIBIE、DIANHUA、XINXIJIAOHUDENGDUOZHONGGONGNENG。ZHEIXIEGONGNENGSUIRANNENGSHIWOMENDEXINGCHELVTUGENGJIAFENGFUDUOCAI,DANSHIYEDAILAILEANQUANYINHUAN。

MEIGUOJIAOTONGANQUANJIJINHUIDEYIXIANGYANJIUFAXIAN,IVIKENENGHUIFENSANJIASHIYUANDEZHUYILI,ZENGJIAFASHENGJIAOTONGSHIGUDEFENGXIAN。YOUYUIVIYIBANANZHUANGZAIZHONGKONGTAIDEWEIZHI,KAIQIDAOHANGHUOQITARENWUSHI,XUYAOSIJIJIANGSHIXIANCONGDAOLUSHANGYIKAI。XINGCHEGUOCHENGZHONGDELUKUANGDUOBIAN,JISHISHIYISHIDEFENXIN,YEKENENGHUIFASHENGANQUANSHIGU。

QUNIANSHANGBANNIAN,J.D. POWERYUYICHEDIAOCHALE3254MINGCHEZHU,JIEGUOXIANSHI:IVICUNZAIGONGNENGRONGYU、CAOZUOBUBIANDENGWENTI。RU27.5%DECHEZHUCONGWEISHIYONGGUOSHOUJIAPPYUANCHENGKONGZHIGONGNENG;CHAOGUO1/4DECHEZHUCONGBUSHIYONGYUYINSHIBIEHECHEZAIGUANJIAFUWU;69.1%DECHEZHUDANXINGUODUODEGONGNENGHUIYINGXIANGXINGCHEANQUAN。

ZONGSHANGSUOSHU,IVIZANWUFASHIFANGQIQUANBUDEJIAZHI,ZHIYOUZIDONGJIASHIJISHUCHENGSHU、RENLEIBUZAIDANRENSIJI,IVIDEZUIZHONGJIAZHICAINENGBEIWANZHENGDITIXIAN。

为减少司机分神,IVI厂商推出更多方案

手机在线人成视频RIQIAN,《GUOJIDIANZISHANGQING》YUZIDONGJIASHICHANYELIANNEIRENSHIZUOLEJIAOLIU,TAMENJUNBIAOSHIZIDONGJIASHIJISHUSHANGWEIDAGUIMOSHANGYONG,QIEMUQIANWUFAMINGQUEJUTIDESHANGYONGSHIJIAN。ZHEIDUIYUZIDONGJIASHIQICHEJINMILIANXIDEIVIERYAN,BINGBUSUANSHIYIGEHAOXIAOXI。

WEILEJIANSHAOSIJIZAIXINGCHESHIYINFENSHENERDAOZHIDEANQUANSHIGULV,IVICHANYELIANCHANGSHANGYEZAIJIJIKAITUOXINJISHU。XIANZAI,YIXIEXIANJINDEIVIFANGANRONGHELEYUYINKONGZHI、SHOUSHIKONGZHIDENGXINXINGGONGNENG,BINGZAIBUFENCHEXINGZHONGYIJINGDEDAOLEYINGYONG。

3.JPG

表1 车载信息娱乐系统新技术产业链厂商

·汽车语音识别技术

YIQIAN,YIXIECHEQICENGTUICHUZIJIDEYUYINSHIBIEXITONG。DANJUXIAOFEIZHEFANKUI,DABUFENNEIZHIDEYUYINKONGZHIXITONGBINGBUGOUZHINENG,FANYINGSUDUBUGOUKUAISU,ZAIKAICHESHISHIYONGGAILEICHANPIN,YOUFENSANSIJIZHUYILIDEKENENGXING。MEIGUOQICHEXIEHUI2018NIANDEYIXIANGYANJIUFAXIAN,YUNEIZHICHEZAIXITONGXIANGBI,PINGGUOCarPlayHEAndroid AutoDETONGHUASUDUKUAI24%、JINRUDAOHANGDESUDUKUAI31%。ZHISHAOZAIIVILINGYU,KEJIJUTOUBICHEQIYOUGENGDADEYOUSHI。YINCI,CHEQIYUELAIYUEQINGXIANGYUYUKEJIJUTOUHEZUO,ZAIQIQICHEZHONGCAIYONGDISANFANGIVIXITONG。

·汽车手势识别技术

GMIDEBAOGAOZHICHU,DEYIYUCHUMOCHUANGANJISHUHEFEIXINGSHIJIAN(TOF)CHUANGANQIDEJINBU,CONG2017NIANDAO2024NIAN,QICHESHOUSHISHIBIESHICHANGGUIMOJIANGCONG110WANMEIYUANZENGZHANGDAO136YIMEIYUAN,NIANFUHEZENGZHANGLV(CAGR)YUJIJIANGCHAOGUO40%。QIZHONG,CHENGYONGCHESHICHANGSHIZHUDAO,DAO2024NIAN,JIANGYOU3200DUOWANLIANGCHENGYONGCHESHIYONGSHOUSHISHIBIEJISHU。

4.JPG

TU1 2017-2024NIANQUANQIUQICHESHOUSHISHIBIESHICHANGGUIMO

手机在线人成视频JINNIANLAI,BUSHAOZHENGCHECHANGHELINGBUJIANCHANGSHANG、KEJIGONGSIDOUZAIJIJIBUJUQICHESHOUSHISHIBIEJISHU。BAOMA、AODI、BENCHI、JIEBAOLUHUDENGCHECHANGDELIANGCHANCHEHUOGAINIANCHEYIJINGCAIYONGLESHOUSHISHIBIEJISHU,DEERFU、CAIAIFU、BOSHI、DALUDENGQICHELINGBUJIANCHANGSHANGYIJIGUGE、WEIRUANDENGKEJIJUTOUZAISHOUSHISHIBIEJISHUFANGMIANYEZHIDEGUANZHU。

ZAISHICHANGFANGMIAN,QICHESHOUSHISHIBIEJISHUZHUYAOYOUSHAOSHUCHUANTONGQIYESUOZHUDAO。XINJINZHEZHUYAOTONGGUOSHOUGOUHUOTOUZIXIAOXINGSHOUSHISHIBIEGONGSILAIHUOQUJISHU。BIRU:GUGESHOUGOUFlutter,GAOTONGSHOUGOUGestureTekDEBUFENYEWUJIYANFABUMEN,OculusSHOUGOUNimble VRYU13th Lab,ZHONGYINGUFENSHOUGOUEyeSightDEBUFENGUQUANDENG。LINGWAI,GMIHAIRENWEI,DEYIYUSHOUSHISHIBIEJISHUZAIOUXICHEXINGSHANGLVXIANYINGYONG,RUBAOMA5XI、7XIDENG,WEILAI3~5NIANZHONG,OUZHOUYOUWANGZHUDAOQICHESHOUSHISHIBIESHICHANG。

IVI的发展趋势

手机在线人成视频RUGUOGENGJINYIBUHUAFEN,IVIYOUKEFENWEIYULEXITONGHEXINXIXITONG。QIZHONG,YULEXITONGSHIZHIIVIZHONGDEYINSHIPINSHEBEI,KETIGONGYULEFUWU。XINXIXITONGZEZHUYAOBAOKUODAOHANGYINQINGYURUANJIAN、DIANZIDITU、WUXIANGUANGBOXINXI、YUANCHENGTONGXINDENGSHEBEI,KETIGONGXINXIFUWU。ZAIQIANWENZHONG,WOMENTIDAO,SUIZHERENMENDUIGELEIXUQIUDEBUDUANTISHENG,IVIDEGONGNENGJICHENGHUAHEMOKUAIHUADEQUSHIGENGJIAMINGXIAN。

·功能集成化

IVIDEDUOGONGNENGJICHENGJUTITIXIANZAIXINXIYULE、DAOHANGDINGWEI、TONGXUNWANGLUO、TONGXUNWANGLUO、XIAOFEIANQUANFANGMIAN。QIXIAYOUBAOKUOLEXUDUOXIFENGONGNENG,XIANGJIANBIAO2:

5.JPG

手机在线人成视频BIAO2 IVIDUOGONGNENGJICHENG

YOUGENJUStrategy AnalyticsDEYUCE,WEILAIDANGECHULIQIDUOHEXUNIHUA、ANQUANGONGNENGHEYULEGONGNENGZAICHENEIJIYUECUHEKONGZHIGONGNENGDEZHENGHE,JIANGHUIZHUJIANDEDAOCHEQIDERENKE。CIWAI,YUANCHENGGUJIANGENGXIN(FOTA)HEYUANCHENGCHEKUANGZHENDUANDENGGONGNENGJIANGCHENGWEIZHULIU。

·模块化设计

手机在线人成视频TONGSHI,MOKUAIHUADESHEJITONGYANGSHIIVIDEFAZHANQUSHIZHIYI。CHULEZHUZHONGIVIGONGNENGJICHENGHUAZHIWAI,CHEQIYEKAISHIDUIJINXINGMOKUAIHUADESHEJIHEBUJU,JIANGBUFENGONGNENGXINGDEMOKUAIJINXINGCHAIFEN。YENEIRENSHIRENWEI,ZHEIZHONGMOKUAIHUADESHEJIBUJINJIADALEDANPINMOKUAIDEZHONGFULIYONGLV,ERQIEHAIJIANSHAOLEYINBUTONGCHEXINGPEIZHIDAILAIDEZHONGFUSHEJIHEYANZHENG。

·屏幕尺寸、数量增加

tesla Semi.JPG

TU2 TESILASemiDIANDONGKACHEZHONGKONGPING LAIYUAN:TESILAMEIGUOGUANWANG

SUIZHEQICHEJISHUDEJINYIBUFAZHAN,YONGHUYIJINGBUZAIMANZUYUCHANGGUIDEIVISHEBEI。ZAIGECHEQIDELIANGCHANXINCHEHEGAINIANCHELIMIAN,IVIXIANSHIPINGMUZAICHICUNHESHULIANGSHANGYEYOULEXIANGYINGDEZENGJIA。BIRU:TESILA Model 3DEZHONGKONGPINGCHICUNWEI15.6YINGCUN,SemiDIANDONGKACHEYOULIANGKUAI15.6YINGCUNDEXIANSHIPING;YULAIQICHEES 8DEZHONGKONGPINGWEI10.4YINGCUN,ES6DEZHONGKONGPINGWEI11.3YINGCUN;BAOMA7XIQIANPAIZHONGKONGTAIYOUYIKUAI12.3YINGCUNDEPINGMU,HOUPAIQIANFANGWEIZHIYOU2GE10.25YINGCUNDEPINGMU。

·车联网功能的加持

SUIZHEZIDONGJIASHIQICHEJISHUJINYIBUFAZHAN,CHELIANWANGDESHENTOULVJIANGKUAISUTIGAO,WEICHEZAIXINXIYULEXITONGZHIMINGFANGXIANG。CHELIANWANGYICHENEIWANG、CHEJIWANGHECHEZAIYIDONGHULIANWANGWEIJICHU,TONGGUOWUXIANWANGLUOTONGXINMOKUAI,SHIXIANCHEYUREN、CHEYUCHE、CHEYUHULIANWANGZHIJIANDELIANJIE,WEIYONGHUTIGONGFENGFUDUOYANGDEFUWUTIYAN。YOULECHELIANWANGDEJIACHI,IVIYUCHENGKEDERENJIJIAOHUJIANGCHENGXIANGENGDUOCENGCI、GEXINGHUADETEDIAN。

DANGRAN,CHELIANWANGZESHIGENGWEIFUZADEJISHU,BENWENZANBUZUOJINYIBUTANTAO。BUGUO,XUYAOZHUYIDESHI,CHELIANWANGBEIHOUSHEJICHEQI、LINGBUJIANCHANGSHANG、DIANXINYUNYINGSHANG、HULIANWANGKEJIQIYEDENGYIDAPICHANYELIANQIYE。YEJIEDUIGAIJISHUBAOYOUHENDADEQIDAI,YEQINGZHULEFEICHANGDUODEXINXUE。CONGYINGYONGFANGMIANLAISHUO,WEILAICHELIANWANGJIANGNENGZUIDAXIANDUJIANGDIWOMENDEJIAOTONGYONGDUHEJIAOTONGSHIGULV。DANMUQIANCHELIANWANGJISHURENGCHUYUTANSUOQI,QIZHUYAOGONGNENGJUXIANZAIDUOMEITIYULE、CHEZAIDAOHANG、CHEZAIJILANYADIANHUADENGFANGMIAN。

如何在竞争中脱颖而出?

QUANQIUIVICHANYEZHENGCHUYUSHANGSHENGQI,QISHICHANGHUASHUIPINGJIAOGAO,XINGYEJIZHONGDUJIAOFENSAN。YIZHONGGUOSHICHANGWEILI,ZHONGGUODEIVICHANYEQIBUWANYUOUMEIRI,BUGUOFAZHANSUDUJIAOKUAI。ZAOZAI2017NIAN,WOGUOJIUYIJINGYOUCHAOGUO30JIAQIYEDE100DUOKUANCHEXINGZHUANGBEIPEIBEILEIVI。TONGSHI,YUQUANQIUQITAGUOJIAYIYANG,ZHONGGUODEIVISHICHANGYEJIAOFENSAN,CANYUQIYEZHUYAOYOUZHENGCHECHANG、HULIANWANGQIYEYIJIQICHELINGBUJIANQIYE。

SHIJISHANG, IVISHICHANGZUICHUZHUYAOYIQICHELINGBUJIANCHANGSHANGWEIZHU,TAMENYUZHENGCHECHANGYOUZHEMIQIEDEHEZUOGUANXI,JUBEIDUTEDETIANRANYOUSHI。SUIHOU,DIANZIQIYEKAISHIGUANZHUIVISHICHANG,BINGJIANGQIYEWUXIANGQICHELINGYUTUOZHAN,PINGJIEGUOYINGDECHANYELIANZHENGHENENGLIHEJISHUSHILIZAIIVICHANYELIANZHONGZHUJIANZHANWENJIAOGEN。

图片1.jpg

BIAO3 IVIQUANCHANYELIANXINXIZHENGLI(BUFEN)

YUQICHEGONGYEFAZHANLEISI,IVIDEJINGZHENGJUBEIDIYUXINGDETEZHENG。RUBOSHI、DALUZHUYAOYEWUFENBUZAIOUZHOU;DIANZHUANG、SONGXIA、XIANFENG、SANLING、AIXINZHUYAOYEWUFENBUZAIYAZHOU;DEERFU、WEISHITONG、HAMANDEYEWUFENBUJUNYUN。

手机在线人成视频LINGWAI,QUANQIUFANWEINEIDEZHONGZUHEZHENGHEZAIBUDUANFASHENG,DAXINGIVIGONGYINGSHANGTONGGUOZHONGZUHEZHENGHELAIGONGGUSHICHANGDIWEI。AisinAW 2016NIAN10YUECHENGLIDIANZIYEWUZONGBU,ZHENGHEAT、DAOHANGYEWUDEDIANZIJISHUBUMENHESHENGCHANBUMEN,TIGAOKAIFAXIAOLV;DIANZHUANG2016NIANKAISHIQIANGHUAADAS/ZIDONGJIASHIYEWU,JIANGFUSHITONGTIANZHUANBIANWEIHEBINGZIGONGSI;ENZHIPU2015NIAN12YUEWANCHENGDUIFEISIKAERDESHOUGOU,JIANGQIYIXILIEFENSANDEQICHEYINGYONGZHENGHEDAOJIYUFEISIKAERCHULIQIDEXITONGZHONG。

ZONGZHI,YONGHUDEXUQIUHEXINJISHUDEFUNENG,DUIIVICHANYETICHULEGENGJIAYANKEDEYAOQIU。DUIIVICHANYELIANERYAN,SUIZHEIVIDEGONGNENGGENGJIAJICHENG、SHEJIGENGJIAMOKUAIHUA,JIANGHUIYOUGENGDUODEXINQIYERUJU,ZAIYENEIGENGYUNYIDUANSHIJIANDEJIYOUQIYEHUIYINGLAIGENGJIAJILIEDEJINGZHENG。CHANYELIANQIYEXIANGYAOZUOCHUCHENGJI,BUJINYAOFAZHANXINJISHU、SHENGCHANGENGYOUZHIDECHANPIN,HAIYAOJIJIBUJU。

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李晋
国际电子商情助理产业分析师,专注汽车电子、人工智能、消费电子等领域的市场及供应链趋势。
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