百度:與吉利合營進度良好 新車推出一般需時三年冀盡力加快進度
百度(BIDU.US)創辦人李彥宏在業績電話會議中表示,公司與吉利合作是基於雙方相信端到端的整合可為自動駕駛、智能汽車帶來更好的體驗,雖然公司過往一直有為OEM客戶做整合,不過傳統OEM一向會待其他廠商應用了新技術後才會考慮採納,所以今次想為行業定下標準,現時雙方的合營進度良好,並已確定行政總裁及品牌。
他續指,一般而言新車款推出需要三年時間,而合營的目標亦類似。被問到新車款定位等,他強調重點是要將最好的技術帶到市場,而新車最大優勢將是軟硬件的整合,準備好就會公布定價範圍及定位,又透露會盡力加快推出新車的進程。他指出旗下的Apollo平台繼續是開放平台,會為其他OEM提供技術和產品,認為倘推出了新標準後,估計廠商亦會希望嘗試。
被問到百度雲方面的盈利前景,管理層指出產品、服務剛進入市場時需要時整合,但隨著客戶增加、服務標準化等,利潤有望改善,而公司近年增長強勁亦推出很多新產品,故現階段盈利能力不會很強,不過參考過往產品週期的進展,隨著產品逐步成熟利潤將會出現。針對有競爭對手在雲服務方面已達收支平衡,管理層認為要視乎大家所在的業務模式、開支分配、差異化及產品成熟程度等。(el/a) ~
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