土豆灰灰
2022-08-13
纯粹为了钱//
@Kevinlee
:
就这么造吗?汽车都还没有整好,多产品线会影响主打汽车产品的竞争力,不看好。应该采用与手机厂商合作的开放心态。
蔚来手机业务频出新传闻 跨界造手机背后有何生意经?
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href=\"https://laohu8.com/U/3547550248478329\">@Kevinlee</a>:<p>就这么造吗?汽车都还没有整好,多产品线会影响主打汽车产品的竞争力,不看好。应该采用与手机厂商合作的开放心态。</p></body></html>","text":"纯粹为了钱//@Kevinlee: 就这么造吗?汽车都还没有整好,多产品线会影响主打汽车产品的竞争力,不看好。应该采用与手机厂商合作的开放心态。","highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/684270945","repostId":2258211982,"repostType":2,"repost":{"id":"2258211982","pubTimestamp":1660137120,"share":"https://www.laohu8.com/m/news/2258211982?lang=&edition=full","pubTime":"2022-08-10 21:12","market":"hk","language":"zh","title":"蔚来手机业务频出新传闻 跨界造手机背后有何生意经?","url":"https://stock-news.laohu8.com/highlight/detail?id=2258211982","media":"南方都市报","summary":"8月10日,蔚来的手机业务又现多条新传闻。据外媒报道,蔚来的第一款手机或将定位为高端旗舰,搭载高通的第二代骁龙8移动平台。在价格上,该手机起步价可能超过5000元,最高可达7000元。据推断,蔚来的第...","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09866&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.NIO&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 8月10日,<span><a href=\"https://laohu8.com/S/NIO\">蔚来</a></span><span></span>的手机业务又现多条新传闻。</p> <p> 据外媒报道,<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\"><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a></span>的第一款手机或将定位为高端旗舰,搭载<span><a href=\"https://laohu8.com/S/QCOM\">高通</a></span><span></span>的第二代骁龙8移动平台。在价格上,该手机起步价可能超过5000元,最高可达7000元。据推断,<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\">蔚来</span>的第一款手机或将在明年上半年登场。针对相关传闻,蔚来汽车董事长李斌回应媒体称,“这应该是别人想象给我们的定义。目前在手机业务上,我们还要‘好好干活’,没有更多可以透露的。”</p> <p> 同日,还有市场消息传出,原美图移动高级副总裁易炜已加盟蔚来手机团队,担任软件部门负责人。此外,除了<span>高管</span>团队,手机团队的基层员工也在招兵买马。据招聘网站及行业媒体等多方信源,消息指出目前蔚来发布了大量与手机业务强关联的岗位,包括Camera App开发工程师、Android工程师、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手表整机产品经理等。此外,还有“薪资涨幅10%-20%的居多”、“蔚来手机团队已超过了300人,员工背景包括OPPO、美图和华为等”相关传闻。</p> <p> 蔚来造手机已不是新鲜事。2022年7月28日,在福州用户见面会上,蔚来创始人、董事长、CEO李斌就曾表示:“蔚来要做的很简单,就是为蔚来用户造一部好用的手机,而且每年就开发一款手机,像<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>一样。”</p> <p> 8月4日,天眼查信息显示,“蔚来移动科技有限公司”正式成立,注册资本1亿美元,法定代表人为秦力洪。据悉,秦力洪是蔚来汽车的联合创始人,目前在蔚来多家公司担任要职。</p> <p> 蔚来造手机的初衷,李斌曾提及,蔚来汽车与<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">苹果</span>手机的适配非常一般,比如蔚来主推的 UWB(超宽带数字钥匙),但<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">苹果</span>不开放接口,所以蔚来车主们无法享受这一主打功能。据此,李斌称,“不造手机,相当于钥匙在对手手上”。</p> <p> 除了蔚来,近期,国内不少车企都有向手机市场跨界的动向。车企跨界造手机的背后有何生意经?江西<span>新能源</span><span></span>科技职业学院<span href=\"http://quote.eastmoney.com/unify/r/90.BK0493\" target=\"_blank\" web=\"1\">新能源</span>汽车技术研究院院长张翔向南都·湾财社记者分析,正如李斌所言,像蔚来与苹果一样,现阶段手机与汽车的部分功能并未打通,适配度低影响用户体验。但是,因数据等核心信息涉及商业机密,车企又不愿向手机厂商开放所有数据来提高用户体验。因此,车企自己造手机,就不用担心汽车的核心数据泄露,可以根据用户需求把握数据,将主动权放在自己手上。此外,造手机的门槛也不算高,对于车企而言,造手机的资金成本也是足够的。</p> <p> 针对手机厂商与车企未来的合作模式,张翔认为,未来车企跟手机企业跨界合作或成主流。因为手机企业造手机,无论是手机的综合性能、还是成本控制,都比车企造手机更好。车企造手机体量相对较小,对供应链的把控能力也较弱,可能将手机造成汽车的“专用机”。因此,与手机企业展开合作是大势所趋。合作模式下,车企汽车的智能网联的功能更加丰富,手机通过与汽车的连接也会增加销量,这对双方而言都是互利共赢的。</p> <p> 从自动驾驶的角度谈车企与手机企业的跨界合作,<span><a href=\"https://laohu8.com/S/JPM\">摩根大通</a></span><span></span>中国<span>证券</span><span></span>研究部及亚洲汽车行业研究团队主管赖以哲向南都·湾财社记者分析,随着汽车自动驾驶逐步应用与立法的落地,汽车未来或将变成手机的延伸。在驾驶员的眼睛和手可以完全解放之后,中间产生的商机将非常大,这是车企与手机厂商正在尝试探讨的话题。不过,从这个思路去看,最终能不能赚钱还为时尚早,要达到这个目标,自动驾驶至少要完全释放到L4才能有更多机会。此外,蔚来做手机的战略,应该还考虑到除驾驶员外其他乘客的使用习惯及娱乐模式,这都是车企造手机应考虑到的中长期策略。</p><p>(文章来源:南方都市报)</p>\n</div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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href=http://finance.eastmoney.com/a/202208102476529765.html><strong>南方都市报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月10日,蔚来的手机业务又现多条新传闻。 据外媒报道,蔚来的第一款手机或将定位为高端旗舰,搭载高通的第二代骁龙8移动平台。在价格上,该手机起步价可能超过5000元,最高可达7000元。据推断,蔚来的第一款手机或将在明年上半年登场。针对相关传闻,蔚来汽车董事长李斌回应媒体称,“这应该是别人想象给我们的定义。目前在手机业务上,我们还要‘好好干活’,没有更多可以透露的。” 同日,还有市场消息...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202208102476529765.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","NIO":"蔚来","09866":"蔚来-SW","BK4531":"中概回港概念","BK1588":"回港中概股","BK4534":"瑞士信贷持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4555":"新能源车","NIO.SI":"蔚来","BK4504":"桥水持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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除了蔚来,近期,国内不少车企都有向手机市场跨界的动向。车企跨界造手机的背后有何生意经?江西新能源科技职业学院新能源汽车技术研究院院长张翔向南都·湾财社记者分析,正如李斌所言,像蔚来与苹果一样,现阶段手机与汽车的部分功能并未打通,适配度低影响用户体验。但是,因数据等核心信息涉及商业机密,车企又不愿向手机厂商开放所有数据来提高用户体验。因此,车企自己造手机,就不用担心汽车的核心数据泄露,可以根据用户需求把握数据,将主动权放在自己手上。此外,造手机的门槛也不算高,对于车企而言,造手机的资金成本也是足够的。 针对手机厂商与车企未来的合作模式,张翔认为,未来车企跟手机企业跨界合作或成主流。因为手机企业造手机,无论是手机的综合性能、还是成本控制,都比车企造手机更好。车企造手机体量相对较小,对供应链的把控能力也较弱,可能将手机造成汽车的“专用机”。因此,与手机企业展开合作是大势所趋。合作模式下,车企汽车的智能网联的功能更加丰富,手机通过与汽车的连接也会增加销量,这对双方而言都是互利共赢的。 从自动驾驶的角度谈车企与手机企业的跨界合作,摩根大通中国证券研究部及亚洲汽车行业研究团队主管赖以哲向南都·湾财社记者分析,随着汽车自动驾驶逐步应用与立法的落地,汽车未来或将变成手机的延伸。在驾驶员的眼睛和手可以完全解放之后,中间产生的商机将非常大,这是车企与手机厂商正在尝试探讨的话题。不过,从这个思路去看,最终能不能赚钱还为时尚早,要达到这个目标,自动驾驶至少要完全释放到L4才能有更多机会。此外,蔚来做手机的战略,应该还考虑到除驾驶员外其他乘客的使用习惯及娱乐模式,这都是车企造手机应考虑到的中长期策略。(文章来源:南方都市报)","news_type":1},"isVote":1,"tweetType":1,"viewCount":744,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":125,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7597367,"commentId":"7597367","gmtCreate":1660364737914,"gmtModify":1660364738960,"authorId":4095287577439540,"author":{"id":4095287577439540,"idStr":"4095287577439540","authorId":4095287577439540,"name":"喵爸1","avatar":"https://static.tigerbbs.com/172c3b41405557b8b9ff45be703d494e","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684270945,"objectIdStr":"684270945","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"好","text":"好","html":"好","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7597312,"commentId":"7597312","gmtCreate":1660362599853,"gmtModify":1660362602465,"authorId":3559265417743172,"author":{"id":3559265417743172,"idStr":"3559265417743172","authorId":3559265417743172,"name":"超富美少女","avatar":"https://static.tigerbbs.com/7392e7e668ef54b7632379da408c4140","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684270945,"objectIdStr":"684270945","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"加油","text":"加油","html":"加油","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7597307,"commentId":"7597307","gmtCreate":1660362263605,"gmtModify":1660362264677,"authorId":3465901103807228,"author":{"id":3465901103807228,"idStr":"3465901103807228","authorId":3465901103807228,"name":"Listen9","avatar":"https://static.tigerbbs.com/632c036750056f3f99b7c95bd475556f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684270945,"objectIdStr":"684270945","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"11","text":"11","html":"11","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7597301,"commentId":"7597301","gmtCreate":1660361990802,"gmtModify":1660361991548,"authorId":51382907109000,"author":{"id":51382907109000,"idStr":"51382907109000","authorId":51382907109000,"name":"朱耀尉","avatar":"https://static.tigerbbs.com/60530d1a349a6e0f40acba9a7268e62d","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684270945,"objectIdStr":"684270945","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"好","text":"好","html":"好","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7597294,"commentId":"7597294","gmtCreate":1660360968138,"gmtModify":1660360969077,"authorId":3573203609995210,"author":{"id":3573203609995210,"idStr":"3573203609995210","authorId":3573203609995210,"name":"樱桃草莓","avatar":"https://static.tigerbbs.com/9b9f44ba197c69d635e6c28ea5af80e9","vip":1,"hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684270945,"objectIdStr":"684270945","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"1","text":"1","html":"1","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/684270945"}
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