手机巨头为何要造车？

半导体风向标2021-02-21

在《特斯拉背后的三股力量》中，我们详细阐述了新能源车背后的规模效益、网络效应和摩尔定律，本篇基于基于科技全新世界观的三种视角，来解释以华为、苹果为主的手机巨头为何纷纷布局电车。我们先梳理出数字化世界的三条赛道：1、To C的消费互联网，格局已定；2、To B的产业互联网，格局已定；3、To T的AIoT物联网，刚刚开始。我们发现除了唤醒万物的IoT物联网外，另外两条赛道巨头林立、格局已定，未来...

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精彩评论

Allenb2k
2021-02-22
Allenb2k
Lo
一飞千里
2021-02-21
一飞千里
人有我有....
tianyang1234
2021-02-21
tianyang1234
[微笑]
被幸运女神眷顾的男人
2021-02-21
被幸运女神眷顾的男人
会玩
Chowws
2021-02-21
Chowws
厉害👍
新人求发展
2021-02-21
新人求发展
好👍

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href=http://mp.weixin.qq.com/s/cTTpgKrPhjJIi-1BhbHL1g><strong>半导体风向标</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在《特斯拉背后的三股力量》中，我们详细阐述了新能源车背后的规模效益、网络效应和摩尔定律，本篇基于基于科技全新世界观的三种视角，来解释以华为、苹果为主的手机巨头为何纷纷布局电车。\n我们先梳理出数字化世界的三条赛道：1、To C的消费互联网，格局已定；2、To B的产业互联网，格局已定；3、To T的AIoT物联网，刚刚开始。\n我们发现除了唤醒万物的IoT物联网外，另外两条赛道巨头林立、格局已定，未来...</p>\n\n<a 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cars?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ce3418dd2927be97694816263dc09778","symbols_score_info":{"01810":0.9,"AAPL":0.9},"content_text":"在《特斯拉背后的三股力量》中，我们详细阐述了新能源车背后的规模效益、网络效应和摩尔定律，本篇基于基于科技全新世界观的三种视角，来解释以华为、苹果为主的手机巨头为何纷纷布局电车。\n我们先梳理出数字化世界的三条赛道：1、To C的消费互联网，格局已定；2、To B的产业互联网，格局已定；3、To T的AIoT物联网，刚刚开始。\n我们发现除了唤醒万物的IoT物联网外，另外两条赛道巨头林立、格局已定，未来的突破点就是to T。\n面对锁死的前两条赛道，摆在手机互联网巨头面前只能基于to T的做两种努力：\n1、向下兼容，将所有长尾家电AIoT化，小米和苹果已经布局多年。\n2、向上突破，进入单品市场空间最大的汽车市场，数字化改造整个汽车行业，这是唯一的跨越成长之路。\n\n1、To C的消费互联网：也就是对人的数字化（2C）\nto C的消费互联网其本质是基于人的数字化赋能，关注的是客户体验，这是产品经理的时代，按照网络效应的强度，经过20多年的演化竞争，社交、分发、电商、文娱四条C端主赛道，目前座次已定，FAAMG+BATJM不仅领跑而且封锁赛道。\n\n五个子赛道，格局已定：\n人与人（社交SNS）：腾讯 + Facebook\n人与商品/服务（电商）：阿里 + 亚马逊+美团\n人与信息（搜索+信息流）：谷歌 + 头条/百度\n人与娱乐内容：抖音 + B站 + 爱奇艺 + 耐飞\nC端的底盘（操作系统）：苹果 + 微软 + Google\n智能手机，作为对“人”的数字化的物理接口，其主要价值量都被苹果、谷歌、微软占据了最核心且无法逾越的操作系统，三星、华为、小米只是整个2C生态位次要的硬件环节。\n所以，纵观基于C端的个人数字化改造赛道，留下的空间已经不多了。所以对于C端的手机巨头来说，智能手机只能是战术过渡，这不是终局，是实现其最终战略目标的中转站。\n2、To B的产业互联网：也就是对企业的数字化改造（2B）\nto B的本质是什么？\nTo B的产业互联网：其本质是基于企业（B）需求的数字化，解决的是效率提升，我们同样抽象出云、金融、物流、企业服务四条B端主赛道，在网络效应主导下格局已定，阿里、亚马逊、微软、Zoom、Salesforce领跑全球，并且能够封锁赛道。\n\n如上图所示，云计算的本质就是“商业操作系统”\n跟手机和PC操作系统一样，这是最无与伦比的商业模式，掌握操作系统才能冲刺万亿市值。虽然小米公司并未直接涉足云计算，但是与金山云、和金山办公，分别扮演者重要角色。金山云和金山办公就是企业级的数字化改造，企业与组织的数字化。\n但B端的产业互联网巨头已经封锁赛道，格局已定，所以未来的机会只能是基于算法+算力赋能和唤醒万物的IoT物联网。\n3、对物的数字化：这是数字化的终极形态\n何为2T（to Things）？\n数字世界的三大生产关系，以人为基础的2C消费互联网，以企业为基础的2B产业互联网，2T就是以Things为落脚点的万物互联网。\nToT的IoT物联网：2T代表着唤醒万物的全新生产关系，是互联网发展的终极形态，是一种赋能Things的极致数字化，我们按场景将其分为家、车、工业、城市4大主赛道，其中处于绝对支配地位的就是人居和人车场景。目前小米在家庭场景，人居场景的AIOT已经是全球第一，特斯拉则是人车场景的全球领跑。\n\n在赛道拥挤的To C和To B市场，手机厂商们面对的是“内卷”的行业格局，而反观to T的数字化\n我们识别出至少两大新赛道：\n1、基于人居场景的家庭AIOT：将人居环境的所有传统家电数字化，实现泛互联和泛智能。\n2、基于车的无人驾驶：用算法+算力将电车唤醒，实现电动和无人驾驶。\n我们发现原有的手机巨头（苹果、华为）在手机见顶之后，都是布局了IoT智能硬件，但这些长尾的家电+可穿戴的智能化，永远不能支撑巨头们的增长体量，未来唯一的大幅增长机会就是车。\n基于汽车行业的电动化和智能化浪潮，我们推荐整个电车半导体板块的持久性拉动，建议关注电车半导体的10大环节，建议关注：\n1、电车之脑（CPU、FPGA、ASIC）：台积电、华为、特斯拉、英伟达、高通\n2、电车之心（MOSFET）：华润微、闻泰科技、立昂微、新洁能、扬杰科技、捷捷微电\n3、电车之心（IGBT）：华虹半导体、比亚迪、中车时代、斯达半导、新洁能、士兰微、华润微\n4、电车之心（第三代半导体）：CREE、三安集成、山东天岳、天科合达、北方华创\n5、电车之耳（V2X射频模拟）：卓胜微、思瑞浦、紫光展锐、圣邦、唯捷、好达\n6、电车之眼（CMOS摄像头）：韦尔股份、晶方科技、联创电子、舜宇光学、丘钛\n7、电车之忆（DRAM、NAND、NOR）：长江存储、合肥长鑫、兆易创新、北京君正、聚辰股份\n8、电车之屏（LCD、OLED）：京东方、TCL科技、维信诺、深天马、彩虹、精测、杉杉\n9、电车之灯（LED车灯）：三安光电、兆驰股份、华灿光电、中微\n10、电车之杖（超声波/毫米波雷达）：禾赛科技、华域汽车\n最后还有产业链的上游支撑：封测（长电、深科技、通富、华天）、设备（北方华创、屹唐、华峰、盛美、万业）、制造（华虹、中芯、闻泰）、IP（芯原）、材料（中环股份、沪硅产业、立昂微）","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":360288224,"gmtCreate":1613925925268,"gmtModify":1613925925268,"author":{"id":"3568005588467435","authorId":"3568005588467435","name":"Allenb2k","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Lo","listText":"Lo","text":"Lo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360288224","repostId":1172846474,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":360628980,"gmtCreate":1613909204440,"gmtModify":1634551888453,"author":{"id":"3568716432382870","authorId":"3568716432382870","name":"一飞千里","avatar":"https://static.tigerbbs.com/99bf29175b57166f6b18fd3fdb85c87f","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"人有我有....","listText":"人有我有....","text":"人有我有....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360628980","repostId":1172846474,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":360869478,"gmtCreate":1613885300294,"gmtModify":1634551955703,"author":{"id":"3569364515075417","authorId":"3569364515075417","name":"tianyang1234","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360869478","repostId":1172846474,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":360890290,"gmtCreate":1613880106410,"gmtModify":1634551983845,"author":{"id":"3574308930111981","authorId":"3574308930111981","name":"被幸运女神眷顾的男人","avatar":"https://static.tigerbbs.com/fce1f94e85c864b88db709bfc3c7a74f","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"会玩","listText":"会玩","text":"会玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360890290","repostId":1172846474,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":360176768,"gmtCreate":1613877671954,"gmtModify":1631893834311,"author":{"id":"3572270355848461","authorId":"3572270355848461","name":"Chowws","avatar":"https://static.tigerbbs.com/0d82981bc22efc904e32b4eaf83288c2","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"厉害👍","listText":"厉害👍","text":"厉害👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360176768","repostId":1172846474,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":360158361,"gmtCreate":1613874929853,"gmtModify":1634552005735,"author":{"id":"3573421956577562","authorId":"3573421956577562","name":"新人求发展","avatar":"https://static.tigerbbs.com/3a300c8a498fbccaa29ad2ad3547fd32","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"好👍","listText":"好👍","text":"好👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360158361","repostId":1172846474,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":30,"commentSize":11,"repostSize":0,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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