Regarding the statement on the value of IVY, I will add one more post here.
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IVY is a complex automotive industry ecosystem with many role settings. Generally speaking, it is positioned as a coordinator and developer platform for the automotive electronics and software industry chain. The greatest social value is to reshape the automotive industry Value Chain. If it succeeds, it will definitely change the positioning of automotive electronics and software suppliers, weaken the independence of product components of automotive electronics and software suppliers, and empower OEMs so that OEMs can gain control and control over automotive electronics and software systems. Integration capabilities, which is what $Tesla has already done
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From the perspective of software developers of OEMs, all system component capabilities provided by automotive electronics suppliers (for example, braking system, steering system, power system, battery system, etc.) are registered in IVY API Gateway, and developers face this abstract API, that decoupled from specific supplier products and reducing collaboration costs. This is the most important value of the so-called software-defined vehicle (SDV). This concept and model is also created by $Tesla
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From the perspective of automotive electronics suppliers, they originally sold integrated products, and OEMs were responsible for assembly. However, in the IVY ecosystem, their functions were further weakened, and they only provided hardware and standard interface driver adaptation and service. The integration and integration capabilities are handed over to downstream OEMs or software solution integrators
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From the perspective of AD/ADAS software developers, these developers mainly come from within OEMs or solution manufacturers. IVY provides the simulation capability of data playback and is a basic data platform tool to solve various data storage provided by AWS. And the ability of data analysis and display, this part has analyzed the technical principles in the previous post of IVY102, so I won’t talk about it
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Judging from the current progress of the IVY platform, it has actually promoted the transformation of the development model: from the local development model to the cloud-native development model. At the same time, the participation of AWS will further reduce the infrastructure cost invested by developers and the industry, and improvement of OTA infrastructure
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Regarding how to speed up the implementation of the IVY platform, I think that such a complex ecosystem itself is a very long construction process. On the one hand, the capabilities of the platform need to be further strengthened .on the other hand, automotive electronics suppliers need to gradually accept this Model, which itself is a slow development process. However, if a large automaker completely migrates its supply chain to the IVY platform, it can indeed change the current situation where IVY has been delayed
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In the medium and long term, the IVY platform is a snowball game, a process of gradual accumulation and a process of slow growth accompanied by the reshaping of the value chain of the automobile industry. If there is money and the participation of large manufacturers, this process can indeed be accelerated.