Last week, the key word of the big event in the field of intelligent network automobile could be "software". Bosch and SAIC both announced the establishment of new organizations to develop automobile software. This is the next batch of companies to make software changes after the Volkswagen and other enterprises. Industrial chain enterprises continue to open the organizational changes, indicating the coming of the automotive industry software innovation tide. After the organization is in place, it is about to enter the stage of the appearance of results, and the competition of software in the automobile market will become more and more fierce.

First, Bosch and SAIC announce new organizational changes, which are related to software

1. Optimistic about the growth space of automotive software market, Bosch established the intelligent Driving and Control Business Division

Bosch predicts that the market for softwareintensive electronic systems will grow by about 15 per cent a year by 2030. Based on this judgment, it announced the establishment of intelligent driving and Control Business Department and started the adjustment of software-related organizations.

The new Intelligent Driving and Control Business Division consists of three categories of business, as shown in the figure below, all service software development. It is worth noting that the department covers a wide range of businesses and will employ more than 17,000 people, which shows the importance Bosch attaches to the transformation of software.

2. Saic has set up a software team and officially named it "Zero Beam".

Recently, SAIC announced that its software team, named "Zero Beam", will lead three major businesses, involving intelligent driving system engineering, software architecture, basic software platform and data factory. There are as many as 8 specific business areas, as shown in the figure below.

Information shows that the software team is still hiring on a large scale, suggesting that SAIC will be a big player in software.

Ii. The self-owned brand traditional auto enterprise software transformation button has been launched

Not only SAIC, Changan, GAC and other enterprises have already carried out software layout, in which the establishment of new departments, the establishment of new institutions is the main way.

In late June this year, global Yubei District software center settled in chongqing changan automobile, intelligent snatched the software center is changan auto strategy - the core of the "pivot" beidou day, plans to invest 5 billion yuan, mainly for AI, big data, 5 g/car networking, new technologies such as automatic driving, its goal is to create independent, safe and controllable software technology and mobile intelligent platform. To achieve this goal, Chang 'an plans to set up a software development team of 5,000 people by 2025.

At the beginning of this year, Great Wall Motor set up a first-level department, "Digital Center", which is responsible for almost all digitization related businesses, including intelligent driving, intelligent cockpit, digital marketing platform, data center, user operation platform, etc.

In May, Chery's "Xiongshi Technology" Nanjing R&D Center was officially launched, which will mainly undertake the research, development and operation of cloud platform for Internet of vehicles, autonomous driving software development and system test technology, big data operation and other businesses.

Gac took a with changan, the Great Wall is not the same as the software of the road, in the selection and kechuang da (main business for the intelligent operating system) software technology of the smart car joint innovation center, the research category mainly operating system for intelligent made cars, products made involves information entertainment, smart cockpit, intelligent interaction, safe driving, etc.

In general, no matter by what means, the self-owned brand of software change button has been launched.

3. Faster than domestic enterprises, Volkswagen has ushered in the one-year anniversary of software transformation

Compared with domestic enterprises, Volkswagen, as the world's leading enterprise, is more sensitive to software-oriented change and its pace is faster. In June last year, Volkswagen announced the establishment of an independent Software development division, Car.Software, to promote the group's digital transformation, formally separating Software and hardware businesses in the way of organizational changes, which are more drastic than domestic enterprises.

At the end of June this year, Volkswagen revealed some progress of the Software division, announcing that it plans to assemble more than 5,000 digital experts for the automotive Software development division of "Car.Software" by 2025, fully responsible for the on-board Software business, and develop more on-board Software and vehicle-related services.

The general public's layout of the software department is more about software control.

Independent research and development of software helps enterprises to reduce costs and create differentiated products

As shown in the figure below, at present, most enterprises in their own brands have laid out vehicle-mounted intelligence and network connectivity system, which also shows that software system has become an essential product composition for all enterprises. It is generally believed in the industry that in the process of intelligent development of automobiles, the gap of intelligent hardware will be narrowed continuously. Just like smart phones, software has an increasing influence on product differentiation.

However, software acquisition methods usually include self-research and third-party acquisition, and third-party acquisition is faced with two major problems: first, data security and control rights of automobile enterprises; The second problem is cost. Among them, safety and control rights are the primary driving force for auto enterprises to choose to strengthen software development independently.

As can be seen from the above enterprise behavior, more and more enterprises tend to develop software independently.

5. Regulations are in place. Get ready to deal with them

With the increase of automobile investment in software field, the degree of software development of automobile products is getting higher and higher, and relevant laws and regulations are also gradually following up. At the 181st plenary meeting of the United Nations World Forum for Coordination of Vehicle Regulations (WP.29), three important regulations in the field of intelligent Internet connection vehicles, involving information security, software and three-level driving automation functions, will be implemented from January 2021, as shown in the following figure. Among them, 2 involve software domain. It can be seen that automobile software safety is becoming the common concern of all countries in the world.

In view of the above background, it is expected that all countries will strengthen their legislation and management in the field of software security, and relevant enterprises should be ready for it.