Electric carmakers in China are layering on more of the same artificial intelligence features as they try to survive a prolonged price war in the world's largest auto market.
在全球最大的汽车市场,一场持续已久的价格战之下,中国电动车制造商正不断叠加越来越多相似的人工智能功能,以求生存。
The competition has shifted over the last few years, from extending battery range to rolling out driver-assist systems and using more powerful automotive chips. Now, automakers are focusing on a suite of in-car AI features.
过去几年间,这场竞争的重点已经发生变化——从延长电池续航,转向推出驾驶辅助系统,以及采用更强大的汽车芯片。如今,车企开始把重点放在一整套车载 AI 功能上。
The shift towards AI reflects consumer demand for connected features, including Huawei-smartphone-compatible interfaces or voice-based assistants such as Doubao.
向 AI 转型的趋势,反映出消费者对于“智能互联功能”的需求增长,包括兼容华为手机的车机界面,以及像豆包这样的语音助手。
The price war has turned into a feature war around cockpit technology, said Stephen Dyer, partner and managing director and head of AlixPartners' Asia automotive and industrials consulting practice.
艾睿铂(AlixPartners)亚洲汽车与工业咨询合伙人,董事总经理及业务负责人斯蒂芬·戴尔(Stephen Dyer)表示,如今的价格战已经演变成围绕“智能座舱技术”的功能战。
Among the top 20 best-selling electric car models in China, those priced at 100, 000 yuan ($14, 645) or above offered similar driver-assist and in-car entertainment functions, according to AlixPartners.
根据艾睿铂的数据,在中国销量排名前二十的电动车车型中,售价在 10 万元人民币(约合 14,645 美元)以上的车型,大多都提供了相似的驾驶辅助与车载娱乐功能。
With "technology, they're going to have to race and keep racing, because it disseminates so quickly that you're never going to be able to sustain a differentiated technology for long, " Dyer said.
戴尔表示:“在技术层面,他们将不得不持续竞赛、不断内卷,因为技术传播得太快了,你永远无法长期维持技术上的差异化优势。”
Instead, he expects Chinese companies to start competing more on the "outside-of-the-car experience, " similar to luxury brands that offer exclusive lifestyle experiences.
因此,他预计,中国车企未来会开始更多围绕“车外体验”展开竞争,类似于提供专属生活方式体验的奢侈品牌。
At the end of the day, AI should run in the background to support the user experience, not necessarily be a feature of a vehicle, Tu Le, founder and managing director at consultancy Sino Auto Insights, told CNBC's Eunice Yoon.
汽车咨询公司 Sino Auto Insights 创始人兼董事总经理涂乐(Tu Le)在接受 CNBC 主持人 Eunice Yoon 采访时表示,归根结底,AI 应该是在后台运行、辅助用户体验,而不一定非得成为汽车本身一个被刻意强调的功能。
Even if it's difficult for automakers to stand out in China, they may be able to compete more effectively with foreign peers.
即便中国车企很难在国内市场真正脱颖而出,它们仍有可能在与海外同行竞争时展现出更强的优势。