Internet + Strengthen the strength of spare parts companies


Experts generally believe that the era of mobile Internet will bring about a disruptive technological revolution for the automotive industry, and even reconstruct the ecology of the automotive industry. However, it will not subvert or replace traditional parts and components companies. Instead, it will intensify the traditional parts companies on many levels. Strength, parts and components companies should actively and openly embrace the changes brought about by the Internet era.

Topic 1: What opportunities and challenges will the traditional parts and components industry bring to the mobile internet era?

Fu Yuwu: From the perspective of future technological development, there is no doubt that electric drive, intelligence and interconnection will become the technological development trend of the automotive industry. With the development of the new technology revolution, the chances for the birth of some new parts and components companies will increase, the automobile industry chain will be elongated, the innovation chain will continue to be enriched, and the industry's integration needs will be stronger than before.

Cross-border development will become an important feature of the development of the automobile industry at this stage. Barriers and boundaries between industries will become increasingly blurred. Automobile manufacturing technology, material application, and production methods will undergo major changes.

The changes brought about by the mobile Internet will be reflected in all aspects of the industry chain. For example, with the application of intelligent management in procurement, production and operations, the user's personalized demand for products will be more easily met. Of course, this also poses a challenge to the parts companies how to meet the needs of vehicle development more quickly and better.

Mobile Internet also provides the possibility for many enterprises to achieve leapfrogging beyond the subdivided areas. The trend of modularization in the development of today's automobiles requires higher requirements for resources, technology integration, and response of auto parts companies. If you can use mobile Internet big data to collect and integrate a variety of data, domestic parts and components companies are more likely to achieve leapfrog.

He Zhaodan: The impact of the mobile Internet era is not only reflected in the diversity and rapidity of information creation, storage, and dissemination, but more importantly, it directly or indirectly affects people's ideas, ideas, and behaviors. For enterprises, the era of mobile Internet will directly affect the company's strategy and management and culture. In particular, for traditional auto parts companies, the impact is even more comprehensive and in-depth. There are many good and great challenges.

For example, we all know that an enterprise must maintain its core competitiveness in the competition, but the reality is that during the technological revolution of industrial development, the core competitiveness of many companies is likely to become a barrier to industry transformation itself, or a technological change. Subversion in the object. Companies all hope that the foundation of the industry will continue to grow, but today many companies’ traditional industrial structures may face the challenge of restructuring. New competitors do not provide similar products or substitutes but cross-industry companies with the same resources (such as human resources). (He only needs to grab your resources rather than the market). On the whole, in the era of mobile Internet, traditional component companies need to adjust their strategic positioning and strategy, as well as the various sub-strategies and operations that support the overall strategy, in order to adapt to the new development.

Topic 2: What specific changes will be made to traditional parts companies in the era of mobile Internet?

He Zhaodan: For companies, a very important impact of the Internet era is the shorter cycle of product update iterations. With the help of mobile internet platforms, companies can directly understand user needs and preferences and feedback on issues. It took 12 to 18 months to complete product update iterations. Now it can be updated in 1 to 3 months, and companies can quickly seize the market. . For those companies that need to directly face end consumers, the Internet can greatly reduce the cost of marketing links, thereby reducing inventory and the amount of funds used, enabling companies to achieve light asset operations.

Mobile Internet core business philosophy is still to create value for customers, but its business model is mostly free or exchange with the interests of users, especially Google's business model is even more so. The mobile internet business model has created new demands. Take Hangsheng itself as an example, Hangsheng specifically established HangSheng Cheyun Technology Co., Ltd., which is dedicated to independently developing the vehicle networking business. It is no longer the traditional business of Hangsheng as a vehicle networking hardware terminal, nor is it like traditional Telematics services. Fees, and the adoption of a new business model and profit model, which also explores the transformation and upgrade experience for Hang Sheng.

Fu Yuwu: From a technical point of view, with the promotion of technologies such as automatic driving and networking, laser cameras, sensors, radar and other technologies are becoming more and more widely used. Many cross-border nascent companies will come in. Some products Traditional parts companies that are replaced by new technologies will face the challenges of being transformed and eliminated.

Dai Yifan: The impact of the “Internet” era on traditional parts manufacturing companies will be reflected in the three aspects of manufacturing, products, and aftermarket.

In the manufacturing process, it is mainly reflected in the intelligentization of production equipment and the intelligence in enterprise supply chain management. In terms of improving the performance of the product itself, it will be more apparent in many automotive electronics products. Such as the engine electronic control unit, transmission shift control strategy, etc., in the past only based on the status of the car itself to develop and design, and in the future these parts and components will cover more information, such as the road conditions ahead. In the "Internet" process, the technical content of many automotive electronics products will be higher.

At present, the impact of mobile Internet in the automotive aftermarket is even more pronounced, and it is also a relatively good area for domestic parts and components companies. However, at the manufacturing and product level, domestic parts and components companies have a wide gap with their foreign counterparts in applying mobile internet technologies.

Topic 3: In the “Internet” process, will the dominant position of traditional parts companies be replaced by IT companies?

He Zhaodan: No. Taking the IT industry as an example, Wintel (Windows Intel, the business alliance between Microsoft and Intel) is not dead. It is not Cisco that replaces Wintel. On the contrary, it is Cisco that has strengthened Wintel's dominance. Likewise, Google is not replacing Cisco. Instead, Google has strengthened Cisco's dominance, and Wintel's real threat comes from the personal entertainment and convenience and mobility of tablet PCs and smart phones. Therefore, it can be generally seen that in the “Internet” process, IT companies will not replace the dominant position of auto parts and components companies, but will strengthen the basic role of traditional parts and components companies.

However, we must also realize that the convergence of the IT industry and the automotive industry may lead to the emergence of new industries based on traditional components. If traditional component companies cannot maintain a keen sense of industry, they may be eliminated.

Fu Yuwu: In the “Internet” era, subversion and substitution are not the best choices for the development of the industry. We are even more looking forward to embracing and cooperation. On the contrary, this is an era of highly advanced technology, knowledge, and market. At this stage, cross-border cooperation and collaborative innovation of production, education, and research are still the most important. The Internet's thinking in terms of product development and management is that traditional manufacturing companies can learn from it. Traditional parts companies must adopt more open thinking to meet the changes of the times.

The status of the real economy will not be denied or weakened because of the "Internet." For IT companies, the real economy is still unfamiliar to them, and its development cannot be separated from the platform of the real economy.

Dai Yifan: It is undeniable that in recent years, companies such as Google and Apple have demonstrated strong information technology capabilities. However, automobiles are different from general consumer products such as mobile phones. Cars carry many social responsibilities, including safety and environmental protection, and they are related to car safety in many cases. In terms of performance, traditional automotive companies and parts and components companies can hardly be replaced. With the trend of modularization and platform development in automobile development, the requirements for the integration and professionalization of parts and components companies are getting higher and higher. This is not what companies like Google and Apple are good at, so the relationship between the two parties will be more Reflected in cooperation.



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