Smart bus industry development overview

(2) Experiencalization, sharing and integration of traffic users' consumption needs

In recent years, due to the rapid development of science and technology, the continuous emergence of traffic service models, the rapid spread of the concept of traffic sharing, and greater attention to environmental protection, the consumption demand of traffic users has presented a trend of experience, sharing and integration. The most typical representative is the proposal of travel as a service (MaaS).

MasS is an ecosystem of bus manufacturers, leasing companies, channel operators, finance, leasing, insurance and other multi-party organizations for public travel services. Due to its large capacity and fast characteristics, 5G communication will also accelerate the pace of driverless buses with high efficiency and low cost advantages to enter the MasS platform.

At the same time, the connotation of MaaS is to deeply understand the travel needs of the public, integrate all kinds of transportation modes into a unified service system and platform, so as to make full use of big data decision-making, deploy the best resources, meet the large transportation ecology of travel needs, and provide services with a unified travel service platform (APP). In the future, various transportation modes are only a carrier provider, and there may be specialized information services and planning segments in the future.

(3) Quantification, precision and scientific decision-making of transportation management

In terms of operation management, 5G breaks through the barriers of 4G bandwidth, and through the introduction of artificial intelligence, true unmanned scheduling can be achieved. Through the real-time positioning data of the city's buses and the integration of the city's traffic big data, the reasonable distance and operation plan of the buses can be automatically adjusted, and the operating costs of the bus enterprises are expected to be greatly reduced. In addition, it can also meet the needs of a large number of dry feeder connections and some people's individual travel needs. The demand for big data in different dimensions of the public transport industry is very extensive, including the analysis of job-residence balance at the macro level, the analysis of residents' travel characteristics, and the analysis of public transport mode selection, etc., and the middle level includes the existing planning and optimization, service quality supervision, assessment and evaluation, transfer preferential evaluation, intelligent scheduling and scheduling decisions, etc. The micro level includes driving behavior analysis, vehicle technical performance analysis and evaluation, personalized and accurate travel information service and so on.

5. Industry barriers

In recent years, the smart transportation industry based on the concept of "technology + transportation" has developed rapidly, and with the influx of a large number of enterprises, existing enterprises in the industry have also formed their own barriers. At present, the main barriers in the industry can be divided into: technology and talent barriers, brand and customer barriers, experience barriers, and capital scale barriers.

(1) Technology and talent barriers

Smart bus industry is a technology, knowledge-intensive industry, the business involves computer, data communication, sensing and control and other technical fields, professional, and high requirements for system security and stability. For system development or integration, having the technical ability to effectively integrate software and hardware, and having the corresponding technical personnel to implement system integration projects, is a prerequisite for its participation in market competition. Due to the lack of compound talents with professional technical knowledge and traffic management knowledge in China, and the training of these talents needs a longer period, thus forming a strong industry entry barrier.

(2) Brand and customer barriers

In the smart bus industry, there are usually high requirements for product quality, functions, technical support and after-sales service, so the procurement of related products is generally inclined to choose well-known brands in the industry. At the same time, because the establishment of enterprise brand in the industry requires customers to conduct a long-term investigation of product quality, performance, service and other contents in the process of product use, the establishment of brand status requires a long time accumulation, and the public transport industry has a relatively narrow range of customers, information communication between different regions is more convenient, and the word-of-mouth marketing effect is obvious. Therefore, for new entrants and enterprises that do not attach importance to brand building, it is difficult to rapidly expand market share in a short period of time due to the lack of brand awareness among customers.

(3) Project experience barrier

In the bidding process of the smart bus project, the projects and business performance implemented by the bidder in the past are important indicators for the tenderer to consider, and the accumulation of a large number of project experience is regarded as a guarantee for the timely and high-quality completion of the project. At the same time, enterprises that gain project acceptance opportunities based on previous project experience will continue to maintain first-mover advantages, expand industry influence, and act as a constraint on new entrants.