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CES展 汽車科技競技場 (2018-08-27 IEK產業情報網 )

CES 2018, which was held in January in Las Vegas, was an extension of the 2017 parade orchestrated by the leading auto OEMs in the global market. It has also become the gladiatorial arena for various auto electronics ecosystems. The directions unveiled at CES by the automobile industry have moved from electric vehicles and autonomous driving in 2017 to “cloud data for driverless cars” and “transportation/logistics service platforms” as a focus in 2018. This move has greatly enlarged the diversity and number of strategic partners in different ecosystems. “Value-added information” will become the driver of business model innovations for carmakers.
The emerging business opportunities of the next-generation mobility and transportation services are not just for auto OEMs. Leading IT companies are also investing in this market. Examples are Alphabet’s subsidiary Waymo, which is working with Jaguar Land Rover on autonomous electric vehicle; Microsoft, which is providing its Azure cloud platform for connected cars of Renault-Nissan-Mitsubishi; and Amazon, which is introducing Alexa to Ford, Volkswagen and BMW. Moreover, the recent accident in which Uber’s autonomous vehicle went out of control has triggered reflection about the future development of driverless technology and provided guidelines for the industry going forward. All in all, the development of electrification, autonomous driving and smart transportation with the smart inter-connection and data-fusion-based value-added activities of the people, vehicles and surroundings, will remain the focus of collaborations between auto manufacturers and IT companies in the long run.
A survey conducted in 2017 by University of California, Davis, of 40 domain experts and government officials highlights three major trends for the future of mobility: electrification, automation and sharing. The survey also proposed three policy initiatives accordingly. The transformation towards electrification, driverless and smart transportation is the driver for industrial revolution. Innovations and entrepreneurship that is inherent in start-ups supported and fostered by leading auto makers, are the key driving forces. For example, connected-car start-up Cubic Telecom has received investment from Audi. Peloton Technology, a truck platooning company, has attracted funding from Volvo. The electric bus company Proterra has accepted investment from GM. ChargePoint, an operator of electric vehicle (EV) charging stations, was invested by BMW. Emerging transportation services are also the hot zone for auto OEMs. Audi has invested in Silvercar, and Volvo in RidePal. Besides, Volkswagen has invested in Gett, a B2B taxi hailing company headquartered in Israel. GM has invested in Lyft and acquired Sidecar. Ford purchased Chariot. Daimler has invested in local car-sharing service companies in different countries such as Blacklane, FlightCar and mytaxi. BMW has put money into Moovit, Embark and Scoop. All these activities of equity investment speak of the level of emphasis placed by leading auto OEMs on the future of transportation markets.
AI’s role is increasing in the development of autonomous vehicle. The most representative start-up in AI-assisted self-driving is Preferred Networks, a Toyota investee and a deep-learning technology company. In the self-driving-car arena, many start-up founders came from the academic world. For instance, Jesse Levinson, the founder of Zoox, worked in Stanford University. The majority of the deep-learning company Drive.ai’s management were from Stanford Artificial Intelligence Laboratory (SAIL). nuTonomy, a spin-off from MIT with funding from Ford, has conducted tests in Boston and Singapore with autonomous taxi services. Intel spent $15.3bn in 2017 to acquire Mobileye. It’s Amnon Shashua, a professor in the Hebrew University of Israel, who founded Mobileye by transforming his academic research into commercial applications. These are all success stories of collaboration between academia and industry.
Entrepreneurship and start-ups has become an established phenomenon and one of the key drivers of economic growth. The commercialization of academic research projects has become an important source of new ventures around the world. New ventures will surely play a pivotal role in the development of new ecosystems for the next-generation transportation systems, vehicles and related new business models. They will also be actively involved in the reshuffling of the auto supply chain and the acceleration of strategic collaboration among three communities, i.e. ICT companies, auto OEMs and Tier 1s, as well as academic institutions. Taiwan should learn from the rest of the world to make entrepreneurship and start-ups as the core by “resolving local key issues” in order to develop uniquely-suited domestic smart transportation services and mobility systems. Together with proactive international cooperation and ties, Taiwan will be well-positioned and play an important role in the new value chain in the context of electrification and automation of the future global auto industry.
本文原刊載於IEK產業情報網,著作權為工研院產科國際所所有。
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