特斯拉與日產的自動泊車技術之爭
最近,日產汽車公司展示了一款最新移動應用的原型產品,它可以讓聆風電動汽車在無人駕駛的情況下實現自動泊車。安裝在車身的傳感器和攝像頭可以幫助轎車找到空閑的停車位,然后輕松地泊車入位。 我們現在還不清楚日產何時會將自動泊車功能應用到聆風或其它量產車型上。日產發言人對《財富》表示,該公司計劃推出一款所謂的“泊車助手”,推出時間可能是2018年。 與此同時,最新版特斯拉Model S電動轎車的車主也體驗了一番自動泊車技術。通過下載一款軟件,他們能夠讓自己的轎車自動泊車入位——時間就是當下,而不是幾年以后。 特斯拉和日產圍繞自動泊車技術所采取的不同戰略,顯示出這兩家電動汽車行業的領軍企業迥然不同的經營理念。 日產公司利用雄厚的資本和浸淫汽車行業多年的經驗,穩扎穩打地將一項新技術推向大眾市場。而特斯拉正在利用自己的攪局者身份和高科技背景,通過一種全新的方式,迅速地將一項早期技術交付給一小群富裕用戶使用。 這兩種不同的策略一方面說明,電動汽車行業仍處在初級發展階段。但它們同時也顯示,圍繞著電動汽車的設計、制造和銷售,科技業和汽車業未來將會展開怎樣的競爭。 目前,谷歌和蘋果等科技巨頭正在迅速成立汽車部門。與此同時,全球最大的幾家汽車公司也紛紛在硅谷開設辦事處,以招攬工程人才和最新的創意。而汽車市場的主流客戶現在更是片刻也離不開手機,也早已習慣了無處不在的數據連接,以及Uber等拼車和專車服務。 通過與法國汽車巨頭雷諾合作,日產公司已經形成了一張龐大的全球銷售網絡。全球每賣出10臺汽車,就有一臺是雷諾—日產的產品。而單單是日產公司2015財年的利潤就有望達到44億美元。不過這個成績在相當程度上要歸功于它的傳統汽油動力SUV在美國市場的火爆銷量。 這家已有80年歷史的日本汽車公司秉持的戰略是,把電動汽車和自動駕駛技術以主流消費者可以接受的價格推廣到最廣闊的市場上。過去5年,日產已經售出了近30萬輛電動汽車,其中包括20萬輛聆風電動汽車——聆風也是日產的首款電動汽車,售價大約在3萬美元左右。 |
Recently, Japanese automaker Nissan showed off a prototype of a mobile app that could automatically park a LEAF electric car without a driver. Sensors and cameras helped the car find an open parking spot and then slowly ease into it. It’s unclear exactly when Nissan might make self-parking available for the LEAF, or any of its others cars. A Nissan spokesperson told Fortune the company planned to offer something called “parking assist,” potentially in 2018. Meanwhile this weekend, owners of the latest version of Tesla’s Model S electric car also got a glimpse of self-parking technology. By downloading some software, drivers could get their Model S cars to park on their own—today, not years from now. Tesla and Nissan’s divergent strategies around self-parking cars highlights a pair of very different philosophies from two of the most important companies leading the electric car industry. Nissan is using its large balance sheet and auto industry credentials to deliver new technology in a step-by-step manner to a mass market audience. Tesla is using its outsider status and tech industry roots to quickly deliver early technology to a more narrow and affluent audience in an entirely new way. The opposite approaches put a spotlight on the early state of the electric car industry. But they also show how the tech industry and the auto sector are beginning to battle over the future of how cars are designed, made, and sold. Tech companies like Googleand Appleare rapidly building auto divisions. while the world’s biggest car companies are opening up Silicon Valley offices to tap into engineering talent and new ideas. At stake is the massive market for automobiles for drivers who are glued to cell phones, raised on ubiquitous data connections, and comfortable with car sharing and on-demand car services like Uber. Nissan, in partnership with French giant Renault, has massive global reach through their sales of one in ten of all cars globally. Nissan, alone, expects an annual profit of $4.4 billion for fiscal year 2015, partly off the back of strong sales of traditional gas-powered SUVs in the U.S. The 80-year-old company’s strategy is to bring both electric cars and autonomous car technology to the widest market possible at a price that mainstream consumers can afford. Over the past five years, Nissan has sold close to 300,000 electric vehicles including about 200,000 electric LEAFs, its pioneering electric car priced at around $30,000. |
相比之下,成立僅13年的硅谷寵兒特斯拉總共可能只賣出了不到10萬輛電動汽車,其中包括Model S轎車、Model X SUV,還有早幾年生產的Roadster跑車(截止2015年9月,特斯拉已經發貨的Model S轎車達到9萬輛)。 雖然這個數量還不到日產的三分之一,但考慮到特斯拉只是一家年輕的新銳公司,這個成績還是相當可觀的。更何況,特斯拉CEO伊隆?馬斯克還是通過一套與日產完全不同的戰略獲得這個成績的。 到目前為止,特斯拉大多數車型的售價動輒便高達六位數,并具備一些高大上的豪華功能。盡管特斯拉也計劃在2017年推出相對平價的Model 3電動轎車,但富裕人群依然是該公司最重要的目標客戶。 上周在日產公司硅谷辦事處的一次活動上,日產CEO卡洛斯?高森強調指出,該公司的主要精力仍將集中在平價市場上。他指出,售價10萬美元的電動汽車仍然是一個“小眾市場”,并表示日產不會讓自動駕駛技術“在一些車子上進行公測。”雖然這兩句評論都沒有直接指向特斯拉,但其中的意味不言而喻。 根據日產公司的計劃,只有等自動駕駛技術的價格降下來了,能夠在一款售價3萬美元的汽車上安全運行時,日產才會將這項技術添加到自己的車型中。日產表示,未來四年將有十款日產車型搭載自動駕駛功能,而且它們都將是“價格可以接受的大眾市場車型。” |
In contrast, 13-year old Silicon Valley darling Tesla has likely delivered close to 100,000 vehicles. That includes shipments of its electric Model S sedan, its Model X SUV, and its early Roadster sports cars (Tesla had delivered 90,000 Model S cars as of the end of November). Although that amount is just a third of that of Nissan, the number is still remarkable considering it’s coming from a young upstart. Furthermore, Tesla CEO Elon Musk has accomplished it by following a different strategy to Nissan. To date, many of Tesla’s cars have had six-figure price tags and high-end luxury features. While Tesla plans to launch a lower-priced electric Model 3 in 2017, its business was built by making electric cars for wealthy drivers. On the other hand, at Nissan’s event at its Silicon Valley office last week, CEO Carlos Ghosn emphasized the car company’s mass market goals. He referred to the $100,000 electric car as “a niche” and said that Nissan isn’t making autonomous technology to be “beta-tested on a few vehicles.” Neither comments directly referred to Tesla, but they easily could have. Instead, Nissan plans to only add autonomous technology to its cars when the feature is inexpensive and widely available enough to work safely on a $30,000 car. The company says 10 of its models will get autonomous features over the next four years, and those cars will be “mainstream, mass-market cars at affordable prices.” |
與日產的做法形成鮮明對比的是,特斯拉最近對其自動駕駛軟件進行了升級。雖然特斯拉目前的輻射范圍(以及利潤)還不能和日產相比,但它的發展速度非常快,同時也致力于依靠車型搭載的無線網絡不斷推出創新功能。 特斯拉比世界上任何一家汽車公司都更加重視利用軟件和無線網絡來對車子進行頻繁升級。特斯拉的軟硬件架構(以及該公司對軟硬件架構進行優化的意愿)形成了一個巨大的優勢,使該公司的行動和反應要顯著快于其他任何一家汽車制造商。 但推出這些新功能也是具有一定風險性的。比如在最近一次軟件升級中,特斯拉也對此前部署的自動駕駛功能進行了一些新限制。原因或許是有些車主會使用自動駕駛功能進行一些不安全的駕駛行為(還有人把這些危險駕駛行為拍成視頻放在了網上)。卡洛斯?高森表示,日產不會把“公測”版功能(也就是早期版本,有時甚至是不成熟的版本)發布給用戶,但特斯拉似乎并不排斥讓車主參加“公測”。 這兩家公司面對風險的心態,或許才是它們在電動汽車戰略上的最大區別。日產最初決定搞電動汽車也是承擔了一定的風險的。但相比之下,直到現在,特斯拉還更像是一家愿意迎接一個又一個風險的初創公司。一個明顯的例子是,特斯拉正在賭上全部身家,在內華達州里諾市郊興建一座耗資50億美元的電池工廠,用來生產Model 3轎車的電池。 這兩家公司都在從根本上塑造襁褓期的電動汽車行業的形態。至于這兩家公司分別會給行業帶來哪些長期影響,則取決于你認為汽車行業的變革將是漸進的,還是突變的。 電動汽車仍然是一個非常年輕的行業,未來一些年,馬路上行駛的越來越多的汽車都將由電池提供動力。幾家最重要的公司如何將第一批汽車交付到車主手上,無疑將在相當程度上決定未來電動汽車市場的形態。 除了電動汽車,放眼整個汽車行業,隨著汽車變得更加互聯化、共享化、按需化、自動化和環保化,整個行業必然會經歷一次重大的轉型。未來的車主們將追求一種和父輩們完全不同的用車體驗。那么究竟是誰更有可能贏得他們的芳心?是科技業的新銳,還是傳統汽車業的翹楚?(財富中文網) 譯者:樸成奎 審校:任文科 |
It’s a marked contrast to Tesla’s autonomous software upgrade this past weekend. Though Tesla doesn’t have the reach of Nissan (or profits yet), it is willing to move fast and push out innovative new features over its cars’ wireless connections. More than any other car company in the world, Tesla has focused on using software and wireless connectivity to routinely upgrade its cars. This hardware and software infrastructure (and the company’s willingness to optimize it) is a huge advantage that lets Tesla act—or react—more quickly than pretty much any other automotive manufacturer. But rolling out those features can also be risky. For example, in its latest software upgrade, Tesla alsoadded new restrictions to its previously deployed autopilot features. The move was likely due to customers using autopilot to do some unsafe driving (and posting videos of that risky driving online). Unlike how Ghosn said Nissan isn’t releasing “beta” (early, sometimes unbaked versions) features to customers, Tesla appears to want to embrace that “beta” mentality. It may be the companies’ appetites for risk that is one of the biggest differences between Tesla and Nissan’s electric car strategies. Nissan’s initial move to sell electric cars carried some modest element of risk, but Tesla still operates like a startup, and is willing to pile on risk after risk. For example, Tesla is basically betting the farm on building a $5 billion battery factory outside Reno, Nev. that will churn out batteries for its Model 3 car. Both companies are fundamentally shaping the nascent electric car industry. But their individual impact over the long term depends on whether you think the automotive industry will change through evolution or revolution. The electric car industry is still very young, and many more cars on the road will be powered by batteries in the years to come. But the market will no doubt be shaped over time by how the most important companies get their first cars into the hands of customers. Beyond electric cars, the auto industry, in general, is set to undergo significant transformation as cars become more connected, more shared, more on-demand, more autonomous, and more environmentally-friendly. Future drivers will be looking for a different car experience than their parents. Will it be the tech industry or the traditional auto industry that will more likely be able to win them over? |