Chinese Internet Giants' Car Manufacturing Report, 2016
  • Nov. 2016
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Starting in 2014, Internet giants like LeEco, Alibaba, Tencent, Google, and Baidu announced to set foot in the field of intelligent connected cars successively. Moreover, the emerging internet firms that venture into car manufacturing such as ZHICHEAUTO, Xiaopeng Motors, NextEV, and WM Motor were successively established, which obviously paces up the development of Internet giants' car manufacturing. In 2016, various news about Internet giants' car manufacturing aroused public concern. First, senior executives of traditional automakers left for internet companies that venture into car manufacturing, and then LeSEE was released and NextEV and JAC signed OEM agreements.

So far, however, the car manufacturing of most internet companies has been still in planning and conceptual phase, but only a few have made substantial progress, which is reflected in the following:

In terms of product, most players have launched concept cars. In July 2016, Alibaba and BAIC jointly rolled out Roewe RX5, a connected car model that can be mass produced, with the order volume of 25,000 units in the first month after the release.

As for the footprint of auto plants, some Internet giants that venture into car manufacturing has started construction of their independent manufacturing factories, such as LeSEE’s Zhejiang Base, Chehejia’sChangwu Base in Changzhou, WM Motor’s Wenzhou Base, and LingyunIntelligent’s Hefei Base; others have confirmed their OEM plants, including NextEV (with JAC), Xiaopeng Motors, and ZHICHEAUTO.

With regard to financing, most Internet giants that venture into car manufacturing have achieved A-round of financing, such as LeSEE (USD1.08 billion), WM Motor (USD1 billion), and Chehejia (USD780 million); only a few companies are conducting B round of financing.

In terms of automotive manufacturing qualification, only a small number of Internet firms have gained qualification for the production of new energy vehicles through M&A or cooperation, these companies including Dearcc (cooperation withSoueast Motor) and Harmony Futeng (through the holding of Zhejiang Green Field Motor). As yet, there has been no individual Internet company that has obtained the qualification for manufacturing new energy vehicles.

In the short run, restricted by basic manufacturing of automobiles and layout of production line, the development of Internet giants that venture into car manufacturing is pessimistic, and they still need to put fund into the development of telematics products, ADAS, and other Internet technological products.

But in the long run, according to the strategic planning for Internet giants' car manufacturing, Internet giants that venture into car manufacturing happen to share the development direction with traditional car makers. Development of electricity–driven, intelligent, and internet-connected auto products helps make it possible to mutually fuse Internet companies’ hardware-oriented development with internet-connection of traditional auto makers, at length leading to a gradual fusion development. This mainly comes out of the following factors: (1) favorable polices on Internet Plus and new energy vehicles; (2) the increase in demand for personalized and customized automobiles; (3) With Internet technical superiority, Internet giants that venture into car manufacturing could easily make layout in Internet-connected vehicles in advance.

The report mainly includes three sections:
(1)Industry policies, development history, development path, financing, and development trend, etc. of China’s Internet giants' car manufacturing industry;
(2)Current situation, enterprise presence, and development trend, etc. of intelligent, electricity-driven, and Internet-connected automobiles in China
(3)Core talents, financing, plants, strategic planning, and development layout, etc. of 13 Chinese Internet giants that venture into car manufacturing

Development History of Major Internet Giants That Venture into Car Manufacturing in China

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1 Overview of Internet Giants' Car Manufacturing
1.1 Definition
1.2 Classification
1.3 Characteristics
1.4 Advantages and Disadvantages

2 Development of Internet Giants' Car Manufacturing Market
2.1 Overview
2.2 Policy
2.3 Development Path
2.4 Financing 
2.5 Product Positioning
2.6 Profit Model
2.7 Sales Channel
2.8 Development Trend
2.8.1 Boosting Transformation of Automobile Industry
2.8.2 Internet Giants' Car Manufacturing Leans to Fusion Development
2.8.3 Automobiles will Develop towards Electricity-Driven, Smart, and Internet-connected Cars

3 Chinese Automobiles will Develop towards Electricity-Driven, Smart, and Internet-connected Cars
3.1 Electric Vehicle
3.1.1 Current Situation 
3.1.2 Corporate Competition
3.2 Internet-Connected
3.2.1 Overview
3.2.2 Current Situation
3.2.3 Enterprises’ Layout
3.3 Smart Cars
3.3.1 Overview
3.3.2 Current Situation
3.3.3 Enterprises’ Layout
3.3.4 Development Trend

4 Internet Giants That Venture into Car Manufacturing
4.1 LeSEE
4.1.1 Profile
4.1.2 Core Talents
4.1.3 Financing
4.1.4 Products
4.1.5 Plants
4.1.6 Strategic Layout
4.1.7 Dynamics
4.2 NextEV
4.2.1 Profile
4.2.2 Core Talents
4.2.3 Financing
4.2.4 Plants
4.2.5 Products
4.2.6 Dynamics
4.3 Harmony Futeng
4.3.1 Profile
4.3.2 Core Talents
4.3.3 Financing
4.3.4 Products
4.3.5 Strategy
4.4 Chehejia
4.4.1 Profile
4.4.2 Core Talents
4.4.3 Financing
4.4.4 Products
4.4.5 Plants
4.4.6 Strategy
4.5 WM Motor
4.5.1 Profile
4.5.2 Core Talents
4.5.3 Financing
4.5.4 Plants
4.5.5 Strategy
4.6 YudoNew Energy Vehicle (Yundo Auto)
4.6.1 Profile
4.6.2 Core Talents
4.6.3 Strategy
4.6.4 Products
4.6.5 Plants
4.6.6 Dynamics
4.7 Baidu’s Driverless Car Division
4.7.1 Profile
4.7.2 Top Management Team
4.7.3 Partners
4.7.4 Strategic Planning
4.7.5 Driverless Car Testing
4.8 Xiaopeng Motors
4.8.1 Profile
4.8.2 Core Talents
4.8.3 Products
4.8.4 Financing
4.8.5 Strategic Planning
4.9 ZHICHEAUTO
4.9.1 Profile
4.9.2 Core Talents
4.9.3 Partners
4.9.4 Financing
4.9.5 Products
4.9.6 Strategic Planning and Development
4.10 Beijing Dearcc Auto Technology
4.10.1 Profile
4.10.2 Core Talents
4.10.3 Products
4.10.4 Partners
4.10.5 Strategic Positioning
4.11 Alibaba
4.11.1 Profile
4.11.2Core Talents
4.11.3 Products
4.11.4 Partners
4.11.5 Strategic Positioning
4.12 Youxia Motors
4.12.1 Profile
4.12.2 Products
4.12.3 Partners
4.12.4 Plants
4.12.5 Strategic Layout
4.13 Beijing Lingyun Intelligent Technology
4.13.1 Profile
4.13.2 Operation
4.13.3 Financing
4.13.4 Products
4.13.5 Strategic Planning
Ecological Layout for Connected Cars
Classification of Internet Giants' Car Manufacturing
Advantage and Disadvantage of Internet Giants That Venture into Car Manufacturing
Internet Giants That Venture into Car Manufacturing VS Conventional Auto Makers
Fourth Internet Portal of Internet Companies
Main Development History of Chinese Internet Giants' Car Manufacturing
China’s Policies on Internet Giants' Car Manufacturing
Subsidy Standards for Electric Passenger Vehicle in China, 2013-2020
Provisions for Access of New Battery Electric Passenger Vehicle Manufacturers
Investment Distribution of EV Startups in China
Production and Development Modes and Progress of Internet Giants That Venture into Car Manufacturing in China
Financing of Chinese Internet Giants That Venture into Car Manufacturing 
Product Layout and Mass Production Plan for Internet Giants' Car Manufacturing in China
Possible Profit Models of Internet Giants' Car Manufacturing
Number of Patents Applied by Major Chinese Internet Giants That Venture into Car Manufacturing as of July 2016
Internet Giants' Car Manufacturing Demand-fueled Sales Mode
Sales Channel of Connected Cars
Conventional Automakers' R&D and Production Process VS Production Process of Internet Giants That Venture into Car Manufacturing
Trend for Reform of After Sale of Internet Giants' Car Manufacturing
Automobile Industry Structure, 2015&2025
Investment Opportunities in Internet Giants' Car Manufacturing
Development Pattern of Internet Giants' Car Manufacturing
Development Trend for Intelligent Driving Enterprises
Future Automotive Products
Development Trend and Investment Opportunities for Intelligent Vehicle
Evolution of Autonomous Driving Industry Chain
Sales Volume of Fuel-efficient and New Energy (EV/PHEV) Passenger Vehicles in China, 2015-2016
Sales Volume of Electric Passenger Vehicles (EV&PHEV) in China, 2011-2020E
Competitive Landscape of Electric Passenger Vehicles (EV&PHEV) in China, 2015
Market Share of New Energy (EV/PHEV) Passenger Vehicle Enterprises in China Jan.-Sep. 2016
Sales Volume of New Energy Passenger Vehicles in China by Enterprise, 2016
Application Scenarios of Telematics
Monthly and Cumulative Penetration of Telematics System for Models on Sale in China, Jan.-Sep. 2016
Telematics Assembly Rate of Models on Sales in China as of Sep. 2016 
TOP 15 Telematics Systems, Jan.-Sep. 2016 
Key Manufacturers’ Layout in Telematics
Five Major Development Stages of Intelligent Vehicle
Monthly Penetration and Pre-installation of Major Intelligent Systems of Models on Sale in China, 2016  
Assembly Rate of ADAS of Models on Sale in China, Jan.-Sep. 2016
Number of Models Equipped with ADAS in China by Price, Jan.-Sep. 2016
Pyramid Industrial Chain for Intelligent Vehicle
Path Selection of Intelligent Driving Enterprises
Internet FirmsTapping into Intelligent Vehicle
Major Internet Companies’ Layout in Intelligent Vehicle as of Oct. 2016
Mainstream Vendors' Progress in Intelligent Vehicle 
Mainstream Auto Makers’ Layout in Self-driving
Development Idea for Intelligent Connected Car 
Technical Architecture and Development Vision of Intelligent Connected Car
Development Plan for Intelligent Connected Car 
Development History of Intelligent Connected Passenger Car
List of Intelligent Connected Car Projects
Main Executives of LeSEE
Financing of LeSEE
Concept Cars Released by LeSEE
LeSEE’s Pant Construction 
LeSEE’s Automobile Ecosystem 
NextEV’s Executives
Financing of NextEV
Construction of NextEV’s Production Base
Executives of Harmony Futeng
Presence of Harmony Futeng
Core Executives of Chehejia
Financing of Chehejia
Chehejia’s Products
Construction of Chehejia’s Production Base
Chehejia’s EV Strategy 
Organizational Structure of WM Motor
Subsidiaries of WM Motor 
Leading Executives of WM Motor
Production Base of WM Motor 
Shareholder Structure of YudoAuto
Core Talents of YudoAuto
Products and Technologies of YudoAuto
Core Technologies of Yudo Auto
Product Positioning of YudoAuto
Core Talents of Baidu’s Driverless Car Division
Major Partners and Cooperation of Baidu’s Driverless Car Division
Development Direction of Baidu’s Driverless Car Division
Core Talents of Xiaopeng Motors
BETA Version of Xiaopeng Motors
Financing of Xiaopeng Motors
Core Talents of ZHICHEAUTO 
Partner of ZHICHEAUTO 
Financing of ZHICHEAUTO 
Shareholders of Dearcc
Core Talents of Dearcc
Dearcc EV10
Dearcc’s Position 
Alibaba’s Core Talents for Automotive Business 
Alibaba’s Connected Car 
Automobiles Co-developed by SAIC and Alibaba
Product of Youxia Motors 
Distribution of Youxia Motors’ Production Bases
Business Performance of Beijing Lingyun Intelligent Technology, 2015  
Financing of Beijing Lingyun Intelligent Technology
Two-wheeled Electric Concept Car of Beijing Lingyun Intelligent Technology
Strategic Layout for EV of Beijing Lingyun Intelligent Technology

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