With the intensification of the autopilot battle, the trend of “pulling the knots and cliques†has become increasingly apparent in the entire industry. A week ago, the Nvidia camp had more of Toyota's heavyweights. Today, Intel pulled into auto parts supplier Delphi. In the future, Intel, Mobileye (which has just been acquired by Intel), BMW and Delphi will jointly develop the autopilot platform. The goal is to sell the platform to other automakers by 2021.
Although the Big Four have entered into cooperation, they did not elaborate on the financial relationships between the companies and their cooperation is also non-exclusive.
After falling out with Mobileye, Tesla joined the Nvidia camp, and BMW's old rival, Mercedes, also belonged to the Nvidia camp. After the four giants reached a cooperation, BMW's position in the autopilot industry has been effectively improved. At the same time, they have also obtained valuable data of test data.
As a well-known auto parts supplier, Delphi has a number of start-up companies, so they can launch software suites to help automakers complete OTA upgrades, which were previously Tesla electric car's unique skills.
In addition, Delphi also invested in Otonomo, an Israeli start-up company that has been helping Daimler (Mercedes-Benz's parent company) and eight other major car manufacturers to sell car data to third parties.
Nowadays, the data has become a new competitive high ground for manufacturers. Nowadays, new vehicles can collect data through connected vehicle platforms. With the increasing number of smart sensors used for autonomous driving, more and more data will be generated by vehicles.
The famous consulting company McKinsey predicts that by 2030, the vehicle data market will reach 750 billion U.S. dollars.
After joining Delphi, BMW will be able to compete directly with Mercedes-Benz. In November last year, its partner Intel invested a research and development fee of 250 million U.S. dollars in autopilot and big data. For Intel, the data is "artificial. Intelligent era of oil."
Richard Low, vice president of BMW's Sensors Group, believes that this kind of cooperation will become more common in the future, and the number of platforms that will eventually be able to participate in the automated driving market will not be too much. "In the long run, the number of autonomous driving platforms that can survive is very small," he added.
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