PUBLISHER: ResearchInChina | PRODUCT CODE: 1337773
PUBLISHER: ResearchInChina | PRODUCT CODE: 1337773
From the perspective of companies, the goals of digital transformation are to digitize all elements of the whole process throughout the full life cycle of vehicles, including R&D, production, sale, operation, and after-sales service; upload the data in the local servers and computer rooms of automakers to the cloud; connect the data channels of each link to gradually realize the integrated management of data in the whole industry chain, and the cloud-pipe-terminal integrated real-time interconnection; and build service operation models that span the full life cycle of users to enhance the connections between upstream and downstream partners in the industry and create greater value.
In terms of products, vehicle intelligence and connectivity are booming. For example, starting from L2, every time the autonomous driving functions evolve to a higher level, the consumption of cloud infrastructure platforms, applications, and services will rise by an order of magnitude. As high-level autonomous driving comes into mass production, the number of vehicle sensors and the amount of data multiply, making it difficult for local processing to meet the requirements. Cloud migration thus will be the best choice.
Automakers spend tens of millions of yuan every year building cloud services, which gives a big boost to the market. In 2022, China's automotive cloud service market was valued at over RMB15 billion, and it is expected to sustain the growth rate of 30-40% in the next five years.
In 2021, ByteDance announced the "ByteDance Auto Cloud", which will provide cloud services in four segments: Digital Marketing, Intelligent Cockpit, Autonomous Driving, and Vehicle Services. In 2022, Tencent Intelligent Cloud Cloud, Baidu Auto Cloud, and Alibaba Auto Cloud became available. All the five giants (BATHD), i.e., Baidu, Alibaba, Tencent, Huawei and Douyin have stepped in the market, and the competition in automotive cloud services built on exclusive automotive cloud has become fiercer.
The service scope of each automotive cloud is much of a muchness, generally covering R&D, manufacture, marketing, and supply chain. The support for R&D is concentrated in the fields of autonomous driving, intelligent cockpit, telematics, and "three electrics" (battery, motor and ECU). How to gain differentiated competitive edges in the competition therefore has become the key to success for companies.
In August 2022, Alibaba Cloud launched the two intelligent supercomputing centers located in Zhangbei County and Ulanqab, with total compute of 15 EFLOPS (15 exascale floating-point operations per second). At the same time, Alibaba Cloud also introduced the "Apsara Intelligent Computing Platform", an intelligent computing solution which opens up intelligent computing capabilities by way of "platform + intelligent computing center".
Following the five intelligent computing centers in Yangquan, Jinan, Fuzhou, Yancheng, and Tianjin, Baidu Cloud started construction of the Baidu AI Cloud-Shenyang Intelligent Computing Center in May 2023, a project with a land area of about 2.4 hectares, floor areas of 42,000 square meters, and the total planned computing power of 500P, 200P for Phase I. In the future, Baidu Shenyang Intelligent Computing Center will not only involve physical data center construction capabilities and intelligent computing infrastructure capabilities, but also comprehensive solutions for AI software and hardware ecosystem capabilities such as foundation models, supporting the computing tasks of companies in different business scenarios and meeting the industrial application requirements of foundation models in the era of intelligent computing.
With the in-depth migration to the cloud, the resource needs of OEMs for cloud migration have been overall met, and thus the underlying logic of the cloud strategy of companies has changed from the pursuit of resources to efficiency to finally improve their overall digitization capabilities in production and operation. In this process, OEMs are no longer tightly bound with some cloud platform, but implement a multi-cloud strategy where different business types are put on different cloud platforms.