Recently, IT giant Intel announced that it will acquire Israeli driver assistance system developer Mobileye for $15.3 billion. Intel CEO said after the acquisition of Mobileye, there will be automatic driving models from 2020 to 2021, and automatic driving will happen from 2023 to 2024.
Prior to this, technology giants such as Google, Apple, Tesla, Uber and Baidu were actively deployed in the field of automatic driving. Artificial intelligence is seen as the next industry enthusiasm. Among them, driverless cars are expected to be commercialized, and people are expected to promote the development of the mid- and downstream industrial chain, especially the Advanced Driver Assistance System (ADAS) market.
According to McKinsey's forecast, driverless cars can generate 200 billion to 1.9 trillion US dollars by 2025. By 2020, the global ADAS market is expected to be 20 billion to 30 billion US dollars.
Why does Mobileye impress Intel?According to the data, Mobileye was born in 1999. The two founders are researchers at the Hebrew University of Israel. The company develops computer vision recognition systems based on cameras and software, and introduces dedicated chips that recognize the identification system. Various road traffic conditions provide traffic environment analysis data for autonomous vehicles. Its products are the "eyes" and "brains" of self-driving cars. It is reported that Mobileye's net profit margin last year was as high as 30%.
It is reported that this may become the largest acquisition of Israeli companies as the target acquisition transaction. Upon completion of the transaction, Mobileye will merge with Intel's Automated Driving Division to form a new autonomous driving division. The industry pointed out that in the future, Intel's strength in the ADAS system and the driverless field will be greatly enhanced, and it can lower the cost for the car manufacturer from the cloud to the car solution. Intel will provide key infrastructure for autonomous driving, while Mobileye has the best-performing automotive-grade computer vision and strong backing from automakers and suppliers.
In addition to the acquisition, Intel has acquired a number of unmanned-related companies in the past few years, including the acquisition of Altera Corporation by Intel in June 2015 and the acquisition of Italian semiconductor design company Yogitech in April 2016.
The reporter found several figures on the Mobileye official website: 27 automakers around the world rely on Mobileye's technology; more than 15 million cars are equipped with Mobileye's technology; 13 automakers and Mobileye collaborate to develop driverless technology. In addition to existing computer vision recognition algorithms and chips, Mobileye is also planning to develop new products.
Another label for this company is Tesla's autopilot technology supplier. Tesla once chose Mobileye as a partner. However, after the accident caused by the death of the autopilot system in the Tesla electric car last year, Tesla believed that the identification software of Mobileye had caused a traffic accident and the cooperation between the two parties ended.
Yu Kai, an expert in artificial intelligence, believes that Intel has accepted Mobileye, at least for five years in the competition. "At present, Intel has accumulated relatively little in the field of artificial intelligence and autonomous driving. But Mobileye has already won 10 million vehicles in the front loading field, which is equivalent to Intel's accumulation and qualification through such acquisition. This is not easy because the barriers to the front are very high."
Many giants compete for the driverless market
In the field of automatic driving, Intel is a newcomer. At present, technology companies including Google, Tesla, Uber, Baidu, etc. are all making efforts, and traditional car companies such as Volkswagen and Toyota are also actively investing: a competition war is trying to dominate the driverless car market. The industry believes that as technology giants rush to lay out the unmanned field, the unmanned commercialization process is expected to accelerate.
Google was the first pioneer, and the driverless car project was launched as early as 2009, and its test fleet has been on the roads of four US states. In December last year, Google split the driverless car project into an independent company, Waymo. The Waymo official website wrote: "We have driven more than two million miles, mainly on city streets."
However, Google is currently facing challenges from Uber, Apple and traditional car manufacturers. Especially after Uber's strong entry, the competition in the field of automatic driving has become more intense.
In 2016, Uber began testing its self-driving cars on the road, and in the same year acquired Otto, a start-up autopilot company, for $680 million. In February of this year, Waymo filed a federal lawsuit claiming that the original Google engineer had stolen the secret of a self-driving car and left Otto. This legal war has also become the first major intellectual property war in the era of autonomous vehicles, and is currently in the litigation stage.
In addition, Tesla and Apple are also actively deploying autopilots, and Tesla is much more up-to-date than Apple’s secret autopilot project. However, due to the accident of the autopilot system causing death in Tesla electric vehicles in 2016, the pace of research and development began to slow down.
In China's autopilot market, Baidu's layout is the earliest, and R&D and commercial are at the forefront. The Baidu driverless car project started in 2013 and was led by Baidu Research Institute. Its core technology is “Baidu Auto Brainâ€, which includes four modules: high-precision map, positioning, perception, intelligent decision-making and control. At the end of 2015, Baidu unmanned vehicles achieved full-automatic driving under mixed road conditions of urban roads, loops and highways. In March 2017, Baidu established the Intelligent Driving Business Group, which consists of the Automated Driving Division, the Smart Vehicle Division, and the Car Networking business.
Recently, Baidu also invested in China's high-end electric vehicle manufacturer - Wei Lai, the investment amount is more than 100 million US dollars. Previously, Baidu had a cooperation plan with BMW, but last year Baidu canceled its plan to cooperate with the design of an unmanned prototype. Just last week, Wei Lai released the first drone concept driving car southwest of the US trend. It is reported that Weilai will release the first production car in China with the latest driverless technology.
Where is the Chinese version of "Mobileye"?Intel's $15.3 billion acquisition of Mobileye in the field of Advanced Driver Assistance Systems (ADAS), a start-up technology company with ADAS as its core business has quickly become a hot topic. Which startups in China are worth looking forward to?
Smart flying
Founded in 2003, the company has worked with a number of semiconductor companies and has some experience in visual processing. In 2015, after the Central Plains invested 25 million yuan to acquire its 15.33% stake, it focused more on further developing related products based on the ADAS field. The company's strength lies in its technical advantages and experience in working with giants, and it already has a certain market share in the front and rear loading markets.
Longitudinal technology
While expanding its vision of ADAS, the company actively promotes the promotion and advancement of advanced autonomous driving technology in the automotive front-loading market. Through in-depth cooperation with the international mainstream car chip manufacturers, and cooperation with the academic community, and the introduction of artificial intelligence-based algorithms into the car front-loading products. Longitudinal Technology was listed on the New Third Board and received RMB 100 million in financing in February this year.
Forward creation
Through the use of vision-based recognition technology, the company allows vehicles to identify various traffic scenarios, including lane lines, vehicles in front, pedestrians, and traffic signs, and can use this information to indicate whether there is a driving risk ahead, thereby significantly reducing traffic. The incidence of accidents.
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