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尽管目前5G仍然存在应用场景少、价格贵的问题,但绝不能低估未来5G的作用,尤其是5G在车的应用。 编者按:本文来自微信公众号“Dan......




Hi, I’m Danny, the Digging Madness. 


Everyone talks about 5G everywhere, but many people are still very skeptical about the role of 5G. Besides the smoother experience of watching otaku dance and playing Arena of Valor, the impact of 5G can also be found in the monthly increased mobile data plan bill.


To be honest, the current application scenarios of 5G are quite limited, while the fee is quite high. The ideal is terrific and the reality is tough. It's like when you find a superstar that everyone touts sometimes keeps saying a thing and doing another.

尤其是对于老司机来说,他们对于5G时代在自动驾驶方面的应用就更加不屑一顾了: “老子几十年驾龄,你能飙过我秋名山车神、帝都二环十三郎、魔都炸街小王子?”

For those experienced drives, they are even more dismissive of the autopilot powered by 5G: "I've been driving for decades, how the autopilot can beat me? Not even Dominic can keep up with my speed."


I visited Shanghai a couple of days ago and found Roewe all over the place. Recently Roewe has released a 5G electric car with a newly designed “R” logo. I'm just as skeptical as you are: Can 5G really replace experienced drivers?


I’m Danny, I talk about tech and cars. As usual, all information used in my video is authentic and first-hand. You’re welcome to disagree with my arguments.


Conclusion goes first. Although the problems like the limited application scenarios and high fees do exist, the role of 5G should not be underestimated, especially its application on EVs. 

能把握住机会的人才都是面向未来的,这就像我在DannyData上集奈飞老板Reed Hasting早在1997年就坚定认为流媒体视频是王道。

Chances are often seized by those who look forward, like Reed Hasting, the CEO of Netflix, that I introduced in my last episode about Netflix. He considered the future belongs to streaming media as early as 1997.


5G will hardly replace experienced drivers in racing cars, while the future racing might be like horse-riding nowadays. That is, regular transportation will become entertainment eventually. Just like one Elon Musk’s famous saying:


I’ll talk more in my next Tesla episode. Anyone interested? 


Here I’ll introduce you to the Danny 5G Model. 


It has two dimensions. The vertical dimension consists of "application" and "fundamental pain point", and the horizontal dimension consists of "stock demand substitute" and "incremental demand".


For example, many people now think that the function of 5G is like a white elephant. This is very understandable because they only see 5G functions as the "stock demand substitute" in the upper left corner of the model. Such as using voice control in a car to open the window, play songs and navigate. 


In fact, these functions can be completely replaced by mobile phones, and the demand is not so urgent. If delve deeper, we’ll see that the fundamental pain point is to reduce interference.


People should focus more on what kind of incremental demand that the fundamental pain point of 5G will bring. Like enhancing efficiency, preventing accidents and promoting collaboration, which lie in the bottom right corner of the Danny 5G model. Also, the application of those incremental demand requires more attention, and this can be found in the upper right corner. I’ll talk about these three aspects in detail in the following part.

01 提高效率


Firstly, enhancing efficiency.


Many people have “road rage”. The fundamental reason is the inefficiency and the uncivilized driving behavior of others. People get annoyed when others start slowly, drive slowly with a long following distance, overtake frequently, etc.


If there are statistics, it stands a good chance that the road rage behavior is more frequent than losing temper with teammates when playing games. To get rid of the road-rage incident, the police are not enough. We also need to rely on the technical means supported by 5G.

在5G之前,从1234G,主要是为了服务于“人与人”之间通信目的“多人运动”。而5G呢,却是为了服务“物与物”和“人与物”之间的通信需求而生。也就是说,有了5G, 人类第一次将“物联网”提升到和“人联网”相同的级别。

The predecessors of 5G,1-2-3-4G, were mainly used to connect people. And 5G is born to serve the needs of “things-to-things” and “human-to-things” interaction. In other words, with 5G, the IoT (Internet of Things) has the same significance as the Internet of People for the first time.


The Internet of Vehicles (IoV) has always been known as the “first scene” of the 5G IoT. 


This IoV has strict requirements for cellular networks, which match the four key features of 5G as I mentioned in DannyData Episode 9 about Huawei: high speed, ubiquitous network, low power consumption, and low latency. Current technologies (including LTE-V, NB-IoT, LoRa, etc.) are not able to meet the strict criteria.



Since driving relates closely to life safety and there is a high traffic fatality rate, the ideal IoV can only be fully achieved with the help of 5G.

所以, 车联网存在的真正价值,不只是远程帮你监控调教车辆的各项参数,更不是给你自动调座椅、开空调啥的,这些都不是核心痛点。

Therefore, the existence of the Internet of Vehicles can bring much more value than monitoring the vehicle parameters remotely, let alone adjusting seats and the AC automatically. These are not even worth to be mentioned in this case.


The essence of the vehicles is still a means of transportation. It is always the traffic problem that needs to be resolved. There are only two core pain points when talking about traffic: traffic congestions in the city, and the high costs with the low efficiency of intercity transportation, which can be easily found in commute time and the long time traveling home before Chinese New Year. These two issues are the incremental demand for vehicles in the 5G era.


The low efficiency is often caused by too many accidents. The risk of accidents caused by human mistakes will even increase under extreme circumstances, such as rain and snow, drowsy driving, drunk driving, and unreliable drivers taught by impatient instructors, etc. 


Although autopilot looks unfunctional currently, the power of the machine lies in the abilities of learning and iterating. With the intervention of 5G, the “AlphaGo” for autopilot is likely to appear earlier than people expect. 

02 提高舒适性


Then to the second point, improving comfort.


Many people simply consider the driving comfort in the 5G era as the automation of opening windows, adjusting seats, shifting gears, etc. In fact, it is more important to realize that comfort is a crucial factor when evaluating whether a new technology can enter the market rather than being a small cool invention played by few tech geeks.

就比如为什么Google早在2012年就推出了谷歌眼镜,而Facebook早在2014年就用20亿美元巨资收购了Oculus VR,但为什么仍然VR在普罗大众之间还没有普及开来呢?

For example, Google launched Google Glass as early as 2012, and Facebook acquired Oculus VR spending $2 billion in 2014, but why VR hasn’t been popular yet? 


One important reason is the uncomfortableness. The high latency is easy to cause motion sickness.


Only when basic comfort is guaranteed, it is possible to attract more developers and users to participate in the development of new technologies.


 This is like the development of WeChat. First it lets users enjoy using the basic messaging functions, then developed additional services such as Moments, WeChat Pay, and WeChat Mini Programs, etc. I will discuss in detail when I talk about Tencent in the 12thepisode of DannyData. Are you interested? 


Similarly, all major car companies are now showing off their excellency in 100-kilometer acceleration, but in fact, whether 100-kilometer acceleration takes 3 seconds or 5 seconds, it is difficult for people to experience this nuance. Even if some car owners could experience the difference, they probably are stuck on the road most of the time. 


Therefore, in the 5G era, solving the problem of comfort is far more critical than a few seconds improvement in100-kilometer acceleration.

You may like the thrill of overtaking other cars on the road, but do you dare to enjoy that when your parents, wife, and children are in your vehicle? You are dead meat.


Moreover, no matter how big the screen in the car is and how cool you feel when you are watching movies, playing games, and doing sports in the vehicle, if you can’t drive smoothly, the “third space” in the car can only be the “third moment.” Just like it’s impossible to think about watching a movie while you are riding a roller coaster.


So how to drive smoothly?

03 促进协同


That is the third point I want to talk about, promoting collaboration.


We all know that lots of internet and car companies are competing for a place in the autopilot field. But we’ve also seen that the path to achieve the autopilot is very different for Chinese and US companies.


Autopilot companies in the US don't pay too much attention to concepts such as 5G and vehicle-road coordination.


The technical route of Google, as a representation of US companies, relies more on single-car intelligence, which means that using the most advanced algorithms and powerful sensors—making every car to perceive the world as an experienced driver to and then achieve autopilot. 


It is worth mentioning that SpaceX launched its seventh Starlink mission a few days ago, advancing the process of the Internet of Satellites. This will be discussed when I talk about SpaceX. 


So, the question is, why do we need to build 5G infrastructure when we already have satellites available? Indeed, satellites have solved the geographical environment constraints exist in the construction of ground-based stations. 


However, even if we put the cost aside, the satellite signals may be affected by atmospheric refraction resulting in poor transmission. 


Therefore, 5G still has a higher priority in the current telecommunication market, and it is also the irreplaceable first choice for the ongoing development of V2X technology.

这里我要给大家丹尼百科一下V2X,Vehicle to everything。

Here I'll give a brief introduction to those of you who aren’t familiar with V2X, Vehicle to Everything. 


It refers to the "exchange of information between cars and the outside world," including information exchanges like V2V (Vehicle to Vehicle), V2I (Vehicle to Infrastructure), V2P (Vehicle to Pedestrian), V2N (Vehicle to Network).


On the other hand, the Chinese company's autopilot path relies more on infrastructure advantages brought by 5G and vehicle-road collaboration. That is also the advantage of China's "focusing on major affairs."


From all kinds of efficient infrastructure construction to the earliest spread access to ETC around the world, then to the control of the epidemic, etc., we could see that China’s super execution ability.


The spread of 5G is not something that can be accomplished by one company. It requires the effort of the entire “national team”. Therefore, with the spread of 5G, China's autopilot, IoV, and IoT will all walk out a road that is different from the West.


In fact, any revolutionary new technology will experience a similar trend, which is demonstrated in the Gartner technology maturity curve:



New technology is somewhat like falling in love. At first, new technology is easy to be exaggerated and to be considered as the best and the most innovative one. Then, the greater the expectation grows, the more disappointment you feel. And gradually, you recognize its true color and eventually become mature.


In last year's survey, Gartner puts 5G at the top of the graph. No wonder you've heard a lot of praise for 5G. After that, however, there is a growing complaint that 5G is useless.


Actually, 5G is more like a means of empowerment.


As a technology, it doesn't deserve too much hype. What really should be paid attention is the power it brings. 


In the long term, which traffic problems can it solve? Cost reduction? Efficiency enhancement? Safety improvement? 


In the future, 5G will play a role not only in building a car but also in system engineering, including road planning, traffic facilities like traffic lights, and even the traffic regulations update. Solving problems through system engineering is what the “national team members” excel in, such as SAIC.


To win something in the 5G era requires years of technology accumulation. Just as skyscrapers are not built in a day, and no one grows a couch potato like me overnight.

我在之前DannyData华为里就提到过:春江水暖鸭先知,而“5G冷暖to B先知”。

As I mentioned in the previous DannyData episode about Huawei: The ducks know first when the water gets warm in spring, and enterprises know first when 5G works well. 


The first one who knows the usefulness of 5G can’t be your neighborhood but the large-scale commercial operations such as unmanned taxi and the unmanned fleet, robotaxi. The later has a place in the key layout of Google, Tesla, Uber, and Didi.


SAIC has been authorized the first domestic road test license of the intelligent network-connected cars. Just like Huawei, it is also a member of the 5GAA(5G Automotive Association). 

还有最近发布的Marvel R 5G电动车包括了各种L3级别自动驾驶功能,虽然我绝对不敢断言上汽可以跑赢5G这场战争,但绝对是5G赛道上起跑飞快的参赛选手。

The recently released Marvel R 5G electric vehicle has a variety of L3 level autopilot functions. Although I dare not assert that SAIC can win in the 5G competition, it is a fast starter on the track.


To be honest, I misunderstood domestic cars in the past. But after more and more researches and analyses, I think we should have more confidence in domestic cars. Domestic mobile phones have proven their competitiveness in fierce competition with top brands worldwide. I hope that domestic cars can also battle with the global top players in the 5G era.

吹了这么久的5G, 其实5G不是万能的,未来的6G、7G也不是,但确是任何全球互联网相关产业的一剂催化剂。

Despite so much praise, I should admit that 5G is not a panacea, nor 6G or 7G in the future. But it is a catalyst for any global internet-related industry. 


Obviously, we can predict the promotion effect of 5G on the IoV and the autopilot industry. However, as He Tongxue mentioned in his video about 5G, what we expect is that 5G can bring an unprecedented world. 


We don’t know how the IoV will develop and what emerging industries will be created. I only know that with 5G, we probably can no longer fool our boss or spouse by saying, “I didn’t answer your phone because the signal was bad.”


Many people may agree that we still have a long way to go before the full commercialization of 5G and the full realization of V2X. But just remember what Erik wrote in The Second Machine Age :


“Two hundred years ago, a year is one year; twenty years ago, one month equals one year; and now, one day equals one year.”


Now, major car companies are leading us to open the door to the future step by step. Just as my favorite quote from Being Digital by Nicholas Negroponte: “The best way to predict the future is to create it."

所以,今天我讲了这么多5G的已知可能的应用场景,其实应该最让人兴奋的,是那些5G时代未知的应用场景, 这也像极了爱情,真正的精彩在于你和爱人未来可能发生的美好。

Well, today I talk a lot about the known and possible 5G application scenarios, and the most exciting part should be those unknown application scenarios in the 5G era. This is just like romantic love, where the real beauty lies in the future that your lover and you create together.


Just like at the initial stage of the 3G and 4G era, people can only singsongs while eating hot pots. But now we all order takeaways and watch Bilibili. As the famous Japanese architect, Tadao Ando, once shared: "Spare no effort to go forward, don’t look back. In this way, you will be able to see the world that you wouldn’t have seen."

而5G时代,尤其是对于Generation Z来说,请大胆放心的奔涌吧,后浪!

And the 5G era, especially to Generation Z, is like an ocean. So just sail into it!


I’ll use a slogan of Cornell University to end this episode: “Don’t tell me what the world is like, tell me how to create it.”

我是小丹尼,谈车说科技。Techs Never Die,回见。

I’m Danny. I talk about tech and cars. Techs Never Die, see you next time.






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