A few days ago, Lang Xianping, who had no news about the P2P fraud scandal, fired at LeTV. He said that it is impossible for Internet companies to build cars. The Internet has four difficulties that cannot be overcome. LeEco's capital games have been bled by cars, and they have lost a lot of money and are caught in today's predicament. However, the Internet is not only a car, but also Wei Lai, Wei Ma and many other manufacturers, according to Lang Xianping, these companies are not reliable, is this really true?
Recently, Jia Yueting responded to many questions about LeTV's share price, supply chain, capital, and automobile in the recent meeting of Chinese business leaders. During the period, it was clearly stated that it would not give up building a car. Lang Xianping said with confidence: "In my opinion, this kind of reflection "scarred" is just a propaganda that feels good about itself. You know, when LeTV is at its most brilliant time, we turn BAT and LeTV into TABL. He is in full swing. If LeTV can listen to my advice, it may not come to this step. Because in May of this year, I have repeatedly told these Internet companies that you will not succeed in making a car."
1. Is the difficulty that Lang Xianping said is true?Lang Xianping said that the difficulties were described in a very exaggerated language. His four major difficulties are listed here.
The first difficulty is that the amount of capital invested is unimaginable. Apple’s cash reserve was $230 billion, and the car declared a failure. LeTV has invested 4.7 billion to invest another 17 billion, and has to invest another 41.6 billion. Can this money compare to Apple?
The complexity of the second design is unimaginable. Cars do not count 7000 spare parts for screw nuts, plus screw nuts and small accessories, there are about 30,000 spare parts. Taking these 7,000 parts as an example, each part has a design standard. Take Toyota as an example. One of the design standards for non-main parts is a 1000-page book. Does LeTV have this ability?
The third is that the technical difficulty is unimaginable. The Tesla electric car was produced five years ago. At the most critical time, Toyota and Mercedes-Benz gave him help.
The fourth is the complexity of supply chain management is unimaginable. If you produce 1,000 cars a day, 30,000 spare parts must arrive on time from all over the world. As long as a nut can't get in, the car won't be loaded, and you won't be able to sell it.
This is a very awkward look at the layman, but it’s really untenable.First, Apple has $230 billion, but Apple has only invested $230 billion in the R&D phase. The pre-development of the car is far less than that much. Moreover, Apple did not fail at all. It was only a personnel change that was interpreted as a failure by an unreliable media, so Lang said that it was a completely foreign language.
The second point is that the car is really so complicated, but the car is not to build its own wheels, but to directly use the mature results of the industry. Tesla uses the Mercedes-Benz supply chain. The standard of the Mercedes-Benz supply chain is taken. Sla does not need to worry about the screw, Mercedes-Benz has already given you the standard of many parts. No manufacturer reinvented the wheel himself, and Lang said a layman.
The third point, the technical difficulty does exist, but Tesla is not a car for five years, but a step by step, first modified Lotus Super Run, and later developed ModelS, Mercedes-Benz and Toyota did help a lot, this is later Mass production help.
The fourth point is that the supply chain is complex and not fake, but it has not reached the level reached by 30,000 parts at the same time. The automobile has a noun called assembly. The small parts are assembled into large parts in the factories of different industrial chain manufacturers, and the large parts are assembled into The assembly and assembly are assembled into a car. The automobile main engine factory only makes the final step, and at the same time, it also does a lot of parts assembly. The car factory does not need to manage the supply chain of 30,000 parts, and Lang is taken for granted.
Therefore, although there are difficulties in making a car, Lang Xianping’s statement is not reliable at all. He does not know where the real difficulty of building a car is, and the difficulties raised are not on the point.
Second, where is the real difficulty of making a car?The car is actually classified. There is a class of cars that are relatively simple. It is a "toy car" that makes small batches and does not require many standard constraints. Some super-runs and sales of dozens of vehicles, hundreds of vehicles, these cars are relatively easy to make, because these users just play, do not require the car to work under harsh conditions for 10 years and have sufficient reliability. Even the Ferrari 458 electronic fault is quite a lot, not to mention the super-running of some small workshops, but the super-run is not reliable, but the wind is accelerated. These are still easy to satisfy. Therefore, it is necessary to make a "toy car" in small batches. When the industrial chain is complete, it is possible to invest less money. If you modify it, you can play it in a small workshop, so Xiaopeng’s car can run.
The real difficulty lies in the mass production car. The mass production car is to be placed in the outdoor wind and rain for more than 10 years. It requires a certain degree of reliability. It requires a safe collision to protect people, and requires no mess, and requires various kinds of movements. test.
This kind of car has to be built. You have to prepare the testing infrastructure first. There is only one hundred million in the lap area. It has to be approved by the state.
A huge muffler room for testing noise is a sky-high price. A wind tunnel for measuring wind resistance is a sky-high price. A collision laboratory is a sky-high price... It is really worth 1 billion and 800 million drizzle to bear these things. This is not to mention stamping, welding, Painting, final assembly, you can make a suitable car shell, all the parts in the car are outsourced (this is the case in the early days of Tesla), the assembled car can test the customs themselves, and the investment will be xx billion.
There is a more difficult problem here. It costs xxx billion, there are equipment, there are venues, there are workshops, you have to have the process, management and talent of the OEM. These things are accumulated over a long period of time. The big factories are all a hundred years old. The Chinese independent brands have been introduced to study for more than 10 years, and this set has just been a bit like. Internet car, you don't dig a team, a set of standards as a whole, and make a patchwork of people. The system is actually very messy.
Tesla's nobles helped each other. Toyota and Mercedes-Benz were originally first-class manufacturers. They all helped Tesla a lot, and Tesla could make ModelS.
In addition, the real supply chain problem is not much that Lang Xianping said, but the relationship between the supply chain manufacturers and the OEMs is too good to take care of your Internet. Even if you dig into the supply chain of the OEM, people will not sell it to you. At this point, Tesla got a lot of help from Mercedes-Benz and got a lot of accessories from the Mercedes-Benz supply chain.
Funds, infrastructure, talents, processes, and supply chains are the problems. In terms of technology, electric vehicles are not the biggest problem because they do not have many barriers to core technology.
Third, the Internet can make cars, but it must be step by step.Tesla is actually even the Internet car, Tesla before the release of ModelS, there is no Weilai, Weima reliable.
The difficulty of building a car in China's Internet lies in the weakness of China's local car manufacturers, the system flow, and the supply chain. It does not provide the help of Toyota and Mercedes. Weilai and Jianghuai cooperated. LeTV once wanted to cooperate with BAIC. Weimar relied on Shen’s old face to prepare for the supply chain of Geely and Volvo.
China's Internet car, the first step to build Tesla has no problem, and can even surpass, the results of Wei Lai's car running New Berlin, Tesla can not do. But in the real mass production step, China's Internet car is still to win the support of international giants. After all, the infrastructure, processes, experience, and talents of Dachang are accumulated over decades. The Internet car needs to learn. There is no money, no people, no process, no experience, and the money from the Internet to get the car is not a big deal.
Therefore, it is not impossible to build a car on the Internet, but the difficulty is not what the four difficulties Lang Lang said. The Internet does not have a problem with non-production cars, but the sale of reliable, mass-produced cars requires the support of first-class car giants. This is a difficult step around the past.
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