MDCP41-0
可見互聯網業務在小米營收貢獻力度上還是不足，而在手機業務進入瓶頸下，小米是很可能將突破放在未來的汽車業務上的。然而，小米若造車將會采取什么模式呢？
目前而言，小米在汽車領域并無經驗與優勢。對于新能源汽車行業而言，自動駕駛、車聯網等領域需要造車企業擁有一定的技術積累的，然而小米并沒有。
而小米有的是，多項汽車專利以及多次投資車企上的相關經驗。創新和知識產權SAAS服務商智慧芽數據顯示，小米與汽車有關的專利已達834件，小米汽車相關專利中發明專利超過96%，領域集中在無線通信網絡與電數字數據處理等領域，汽車的零配件專利占比較低。
但是，這類投資動作或申請專利操作其實在造車上也只是三腳貓的功夫，小米離造車還有一段距離要走。然而，這并不是它不能造車的理由，小米很可能采取與傳統車企合作或者代工的模式。
其一，傳統車企合作模式中，互聯網科技企業與傳統車企可以地發揮雙方的優勢，保障軟件與硬件上的配合。目前百度聯合吉利、華為聯合長安等采取的就是這類模式。
其二，代工這類輕資產模式更可能是小米會采用的模式。目前而言小米的主要業務智能手機也采用的是這類模式，其只需提供技術、設計以及品牌等方面上的支持，保障手機產品的銷量。而汽車代工模式也同樣吃香，蔚來、理想等新造車勢力大多采用的是這類模式，前車之鑒下小米也可汲取一定經驗。
而總的來講，在小米相關技術還未成熟以及互聯網科技公司紛紛下場造車下，小米此刻入局或不是時期。然而，為何互聯網科技公司要造車？它們又如何維持自身輕資產模式與造車行業的重資產模式間的平衡呢？
互聯網大廠造車的底層邏輯：輕與重的平衡
2020年，汽車領域的屬于新能源汽車行業。先有阿里、滴滴率先下場，后有華為、百度相繼入場，這條賽道終究不平靜。然而，互聯網科技公司造車的底層邏輯究竟是什么？
政策利好與市場持續增長雙輪驅動下，新能源汽車概念股大火，互聯網大廠們何不分外眼紅。
據觀測，今年1月1日起，新能源汽車補貼標準正式實施；1月5日，等12部門聯合印發《關于提振大宗消費重點消費促進釋放農村消費潛力若干措施的通知》，今年將啟動新一輪新能源汽車下鄉活動，出臺更多使用環節優惠政策，進一步拉動新能源汽車私人消費。
另據中國汽車工業協會數據顯示，2020年，中國新能源汽車產銷分別完成136.6萬輛和136.7萬輛，同比增長7.5%和10.9%。而去年，產銷分別下降2.3%和4.0%。可見，新能源汽車產銷正逐步上升。與此同時，是新能源汽車概念股的大火，其中蔚來、理想與小鵬等公司在市場上不可謂不火熱。
另一方面，相較于傳統車業，新能源汽車業是互聯網大廠們可分得一杯羹的“長線”蛋糕。首先在傳統車業下，是處于寡頭高度壟斷階段下的，但在政策利好與汽車轉型新能源汽車的大趨勢下，傳統車企們也正加大數字化轉型力度。
然而互聯網大廠們可憑借自身的數字化、物聯網等技術優勢，分得造車領域上的一杯羹。
就拿特斯拉為例，其軟件收入的構成的三塊業務分別是：車聯網功能、在線系統升級（OTA）和全自動駕駛（FSD）。可以知道的是，車聯網、系統等技術是新能源汽車研發的關鍵，而特斯拉也同樣是通過核心計算平臺和軟件開發等模式，實現的快速迭代開發。所以，互聯網大廠憑借自身的的云計算技術與智能化等優勢可下場造車。
MDCP41-0
140CPU43412A現貨供應
廈門光沃自動化設備有限公司
聯系人：歐工
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