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January 24, 2021 49 mins
安逸了半世紀的汽車業,進步緩慢、缺乏代謝,是一個巨大而停滯的產業。汽車本身的變化也不多;由於塞車與停車位成本提高,駕駛與持有汽車的體驗甚至是不進反退。 直到過去 10 年,汽車進展開始加速。特斯拉證明電動車可行。中國躍居主要市場。軟體成為價值鏈的新重心。科技業察覺到出現破口,大舉投入汽車產業。所有叫得出名字的科技公司,從蘋果到鴻海,從微軟到英特爾,從共享平台到自駕車新創,各從不同層面切入汽車價值鏈。未來 10 年是汽車業最動盪、最刺激的時刻。 特別感謝汽車媒體 U-car 創辦人陳鵬旭參與討論。 主要文章:從燃油車獨霸到蘋果車,電動車,代工車 https://bit.ly/3o7McTa 首月一元訂閱,即可看網站全文 bit.ly/37Yi4D4
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