In 2017, Baidu, Didi, Alibaba Cloud and Tencent increased their investment in the field of intelligent transportation, especially BAD. In the field of urban intelligent traffic management, traffic signal control was used as an entry point, combined with tidal lanes, traffic guidance, The application of travel situation analysis and drunk driving management provides new technical means and application programs for public security traffic management.
The "competition" of Internet companies is bound to compete and cooperate with traditional intelligent transportation companies. Therefore, after a year of “squatting†in the market, what is the trend in 2018, the top ten forecasts are as follows.
1. Aliyun quickly replicates the city brain outside the province
As early as Alibaba Cloud was in Hangzhou, when we tested the “urban brain†and “traffic cerebellum†in Zhejiang Province, we were considering whether the model of Alibaba Cloud can be copied to other cities outside the province. After all, in Alibaba Cloud in Zhejiang Province. With a lot of government support and convenient action.
In 2018, Alibaba Cloud quickly replicated the city's brain outside the province, and even copying it overseas would become a reality.
In fact, we can see the clues from the current Alibaba Cloud market dynamics.
In January 2018, Alibaba and Xi'an signed a series of cooperation contents, among which Xi'an's "urban traffic brain" was led by Xi'an Industrial and Information Committee, and the Municipal Transportation Bureau, the Municipal Public Security Bureau, the Municipal Urban Administration Bureau, and the Municipal Public Utilities Bureau. The unit participated in the construction of a support unit for the “urban traffic brainâ€. It is reported that the cooperation project will be incorporated into the smart city planning and promote the construction with the PPP model.
Still in January, the Chongqing Municipal Government signed a strategic cooperation agreement with Alibaba Group and Ant Financial Group to jointly promote the development of big data intelligence innovation. Alibaba Group will set up the “Smart Chongqing Centerâ€. According to public information, Alibaba will actively participate in the construction of “Smart Traffic†and “Smart Parking†projects in “Qianjiang Liangjiang†(Chongqing Liangjiang New District) to optimize travel design and public transportation network design, improve traffic efficiency and ease congestion.
In addition, Shanghai, Macau, Xiong'an, Malaysia and other places also have the footprint of Ali City's brain.
2, Alibaba Cloud and Didi's battle of encirclement is fiercely competitive
Whether it is Alibaba Cloud's urban brain or Didi's smart transportation, although the development goals are not completely consistent, but now in the urban intelligent transportation market, "the narrow road meets."
It is understood that Didi will plan to optimize 10,000 intersections in 2018. Presumably, Didi has optimized more than 1,200 intersections in 2017 and cooperated with more than 20 cities, so 10,000 intersections are expected to land in more than 160 cities.
From the perspective of development trends, Alibaba Cloud and Didi are expanding the smart transportation business to more cities in 2018. The battle for enclosure is inevitable.
3. More traffic people join the Internet company
In the past few months, Internet companies have been continually mining professionals from the industry, with positions in technology, market, communication and management, and are promising for the development of the intelligent transportation industry.
Under the demand of Internet companies to accelerate the business and urban layout in the field of intelligent transportation, there is more demand for talents from the industry. It is foreseeable that the situation of traditional companies and intra-institutional traffic people joining Internet companies will occur frequently.
For traffic professionals, especially young people, the entry of the Internet company's intelligent transportation market has undoubtedly added an important option to their career choices.
From the perspective of personal career development, if you want to participate in the Internet + traffic change in the atmosphere of the Internet company, then actively embrace the Internet and invest in Internet companies as soon as possible. After all, the "location" is limited, and growing together will make you more valuable.
4, Internet + transportation talents are bullish
The demand for talents is not only from Internet companies. After the “two-in-one†document, the entire industry has improved traffic conditions through traffic signal optimization, and the importance of increasing the viscosity with users through nanny-style services has been significantly improved.
In 2017, the product launches represented by Hisense Network Technology “Wisdom Heart†and Yinjiang “Transport Super Signal Optimization Service Platform†were all around the optimization of traffic signals. China's traffic signal products companies, system integration companies invest more in optimizing services.
On the other hand, whether it is the cross-border market entry of Internet companies, or the Internet + development strategy of traditional intelligent transportation companies, talents who take into account the Internet thinking and intelligent transportation experience will become high-quality talents.
Therefore, in the next year or two, the demand for talents around traffic signal optimization and Internet + transportation is the strongest, and the value of talents will be bullish, and the competition for such talents will become more intense.
5. Traditional enterprises and BAD start strategic cooperation
Despite the industry's role in the entry of Internet companies into the field of intelligent transportation, especially the fact that some exaggerated media reports give more suspicion and resistance, traditional companies in the market have begun to actively embrace the arrival of Internet companies.
Internet companies need to rely on the complementary business and urban development of the industry. Traditional enterprises need to cater to the needs of market users, meet the demands of the joint venture market, and use Internet technology to bring new market opportunities to the products themselves.
When Internet companies sign strategic cooperation with industry technology research institutes and universities in 2017, in 2018, there will be a strategic cooperation between the traditional intelligent transportation enterprise predators and the Internet companies represented by BAD, and sign a strategic cooperation agreement. To seek a new situation in the market.
6. Cooperation between traditional enterprises and BAD capital becomes possible
Aside from the announced Alibaba Cloud and ZTE Soft Capital Capital cooperation incident. Didi will most likely be the next target to collaborate with traditional transportation companies through capital.
In January 2017, Drip Travel opened a deep strategic cooperation with Shenzhen Bus Group Co., Ltd. and Shenzhen Beidou Applied Technology Research Institute Co., Ltd. to form a joint venture company, Advantage Network Technology (Shenzhen) Co., Ltd., to jointly develop the technology of urban smart bus. Develop and provide smart travel services.
In February 2018, Didi upgraded Smart Transportation FT to the Smart Transportation Division. The Smart Transportation Division consists of three parts: the urban transportation business led by Henry Liu, Zhang Wenzhao as GM, Liu Xidi of the Strategy Department as the public transportation business of AGM, and the vehicle equipment business led by Yang Yi.
Capital cooperation may occur in the above three business areas.
7. The boundary between the traditional enterprise and the BAD company is clearer.
Market participants always compete and coexist, some are active and some are passive. The same is true between Internet companies and traditional industry companies in the past year.
Which are the advantages of Internet companies, those are the advantages of traditional enterprises.
The entry of Internet companies is definitely a change in the old market structure. Both product manufacturers and integrators, or consulting service providers, are more or less subject to competitive pressure and lost share.
However, new things have also brought new business growth points. Therefore, in the process of active cooperation and communication, the development of the market, the cumulative implementation of the number of projects, the division of labor between the two parties, the cooperation boundary will gradually become clear, especially The boundary between the two "competitive relations".
8, BAD expands intelligent transportation and focuses more
The advantage of Internet data is low cost, continuity, stability, and real-time evaluation of macro, trending areas and road traffic status.
In 2017, the three giants of BAD mainly carried out intelligent traffic work in application scenarios such as traffic conditions, traffic signals, traffic guidance, tidal lanes, and drunk driving distribution.
However, the data potential of the three giants and other transportation companies they invest in is not limited to this, and refined traffic management scenario applications may emerge.
9. Counterattacks in the traditional industry in the field of traffic signals
The Internet+ signal began in Jinan Jingshi Road at the beginning of 2017. After more than one year of demonstration construction, it not only familiarizes Internet companies with the environment and needs of intelligent traffic management, but also provides a stage for data and technology applications to traditional industry technologies. The staff also provided data and opportunities for further work.
Internet + signals are inseparable from the floating car data of the Internet, and the data obtained by the traditional traffic collection methods of coils, geomagnetism, bayonet and video are also indispensable.
In a data sharing situation, Internet technicians and industry technicians led by public security traffic police users can use these data to optimize the timing of intersection signals through their actual combat experience and technical capabilities, and establish a new technology application model. .
In the process of achieving this consistent goal, the two sides actually have the “competition†of technology and the competition of time, which affects the market trend.
Internet companies' influence and voice in the traffic signal field may be weakened, at least not as in 2017, traditional industry technicians are pushed to the corner and can't make a sound.
10, the Internet + signal technology model is maturing
The signal control system found problems, coils, geomagnetism, bayonet integration of Internet data, plus the experience of traffic professionals, forming a timing scheme, and Internet data for road segment optimization evaluation. Such a general solution requires the refinement and demonstration of the project, and it can find a suitable technical model and a mature solution for this "vigorous" Internet + signal technology.
Internet companies enter the field of intelligent traffic management. In addition to more data and more powerful computing capabilities, the traffic signal optimization effect is better. Using video analysis and other data to discover the problem of intersection traffic control, the effect of evaluation and feedback optimization is the Internet. The core role of the enterprise in this application direction. This conclusion will be more generally recognized.
After a year of trial and error and precipitation, in 2018, Internet + signal technology should be far from controversy and flowering results. The emperor’s new clothes will still come out to see people sooner or later.
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