手机巨头为何要造车？_老虎社区_美港股上老虎

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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Allenb2k
·2021-02-22
Lo
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一飞千里
·2021-02-21
人有我有....
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tianyang1234
·2021-02-21
[微笑]
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被幸运女神眷顾的男人
·2021-02-21
会玩
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Chowws
·2021-02-21
厉害👍
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1
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新人求发展
·2021-02-21
好👍
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jianguang
·2021-02-21
赞
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1
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收起
- Miaw:
  因为有钱途呀
  2021-02-21
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細峯
·2021-02-21
[财迷] [财迷] [财迷] [财迷]
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kinggiles
·2021-02-21
一窝蜂上呗，哪里有钱去哪。。。
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奧運會
·2021-02-21
别乱
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云里梦里飞
·2021-02-21
抢风头圈快钱[财迷] [开心]
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- 云里梦里飞:
  太阳底下哪有什么秘密
  2021-02-21
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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 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