Will Tesla Become Apple In The Automotive Industry?

When a Chinese Tesla owner appeared in the video with a Tesla logo logo "T" tattoos, things seemed to be different.

In the consumer group, Tesla's fans have spontaneously spread the brand, and bold to express their brand, which can not help but remind people of the global trend of apple that year.

It is not hard to see that with the improvement of mass production, fans of Tesla electric cars are increasing. Fans' eyes of "T" are the spiritual symbols of Tesla company. At the same time, "T" also represents the cult of Mask, the founder of the company, to Tesla, and Mask is a fan of Tesla.

Or, both of them are fans of science and technology. Nicola Tesla, the pioneer of science and technology, is the father of "the father of alternating current", "the father of radio". He is an outstanding inventor, physicist, mechanical engineer and electrical engineer. He has a brilliant history in the history of science. NikolaTesla

The genius was even evaluated as "created in twentieth Century", and what changes will its musculant musk bring to the automotive industry and travel field in twenty-first Century?

Significance of mass production

In January 7, 2020, Tesla's domestic Model 3 owners delivered, and the Shanghai super factory was put into operation in a year, opening Tesla China's mass production.

It also reminds us of Apple's large factories in China and the huge Chinese market behind them. However, the significance of mass production Tesla in China is more significant than that of mobile phones.

For Tesla, the Shanghai super factory helps companies to control costs while increasing profits. Today, Model 3 has dropped to below 300 thousand yuan. In the eyes of the industry, it is very likely that the future will drop to less than 200 thousand. What shocked the musk and the outside world was that the factory was completed in a short span of a year, which truly witnessed the speed of China.

For China, the era of car manufacturing in China is coming. If the age of fuel vehicles is analogous to that of 3G and 4G, then the era of electric vehicles and smart cars will be 5G, and China will have the opportunity to realize the dream of building cars in this era. This is also an opportunity for Tesla to bring to China.

In contrast, Apple's hardware production in China has its own technological height, which is also a cost reduction, mass production and economic growth for China's manufacturing industry. However, after all, apple mobile phone has the highest gold content in the iOS system, which is not to depreciate Apple hardware, but that Apple's highest added value is not on hardware, and the most valuable part of the system is still in the US. But Tesla's value in hardware, compared to mobile phones, the main technology of the car in hardware, integrated hardware is its core.

So, compared with apple, Tesla's factory is more important in China. Localization of cars is relatively high. Next, more Chinese enterprises will enter Tesla's industrial chain.

Tesla's landing also proves that China can master the high-precision technology in the field of automobile production. China is second to none in such a large scale and efficient production capacity, which can be achieved not only by reducing labor costs. Looking at the world, not only in the top countries, but also in the top cities, can such capacity be produced, and the domestic Shanghai and Tai Wan areas have such capability.

Tesla and apple

Returning to Tesla itself, it seems to reporters that on the basis of mass production, Tesla's potential in the automotive industry will be further released, and even products like apple will bring innovation. The future smart car is a large mobile phone running on the road.

What are the characteristics of Apple differentiation?

First is the integration of hardware and software. As we all know, from chip to system, and then to hardware design, Apple has always grasped the core competitiveness. Tesla is also the case. Autopilot, battery and car are unified regulation, from L2, L3 step by step, towards the highest level of automatic driving. In contrast, Google's Waymo does not build cars on its own. It focuses on software system building. The car is co operating with the car factory. Google has always been a star in the sky, aiming at L4 and above level automatic driving at the very beginning. At present, it has not considered profitability, but Tesla has entered the sales link of the hardware and software integration products.

The integration of software and hardware has brought the ultra high performance of the software. In the latest upgraded Autopilot system, the function of "adjacent lane speed adjustment" is added. The right side of the vehicle is directly displayed on the screen, which supports the car to adjust its speed according to the speed of other vehicles on the road. Although Google has software and hardware, it has not been closely integrated with Tesla.

Secondly, an important feature of apple is ecological integration. On the basis of the operating system, Apple's cell phone, tablet, computer, watch and other products are connected with each other, and user experience is also a system. Tesla's product line complements each other. Its ecosystem includes charging piles, cars, and its own vehicle system. Apple is surrounded by the Internet, Tesla around the automation of travel, in its products, and even Space X, can also be said to be a part of the ecosystem, future products may be more magical, Tesla has been doing in the field of travel to do ecological horizontal expansion.

Based on the above two characteristics, it leads to a highly transcendental era of interaction. Apple's birth, touch screen and software interaction overturn the function machine. Let's look at Tesla Model 3, panoramic sunroof and super central control panel. Its panoramic sunroof makes the traditional skylight and the front glass piece together. It is the same as the whole big screen when Jobs launched Apple mobile phone. In this car, there are no more physical keys. Only one pad screen is used to control the car, and the central control panel can be manipulated by voice. This is very similar to the direction of mobile phone interaction.

Such interaction must be highly consistent with the software, without software upgrade, and can not cope with the huge changes at the interactive level. This is the traditional software and hardware separation company can not do it, because the overall industrial design cost is very high, industrial design model, mechanized production, cost control, need to be taken into account. This is not a concept of building a demand behind closed doors. If there is no matching vehicle system, it can not be integrated, which requires the integrated design capability of software and hardware for the vehicle.

If Jobs subverts the paradigm of the Internet and communications industry, Tesla has the opportunity to start a new era of automobiles and change the paradigm of energy and travel. But now we can not be too hasty. After all, the auto market is in a slump, and autopilot is not yet mature.

So at present, Tesla's Model series has not yet become Apple's iPhone, more vividly, is still in the era of iPod. Why can't we get rid of cell phones? The single use cost of mobile phones is very low, and TV, wallet, entertainment and other scenes have been transferred to mobile phones. However, at present, the terminal has not integrated so many functions.

If one day Tesla took the lead in achieving automatic driving and integrated more functions, that would be the moment when iPod became iPhone. From another angle, iPod can be regarded as the predecessor of iPhone. How can we grow iPhone without this stage?

This year, mobile phone companies no longer call themselves mobile companies, and auto companies are no longer just car companies. At that time, Tesla's emerging travel tool is not an electric car, nor a new energy vehicle, but a huge new terminal, and its value will be redefined.