汽車產業因為新技術的發展正在經歷歷史性的轉變。一場產業的革命正在進行，預計在2030年整體汽車產業將受到影響，在整個汽車產業顛覆的過程，對目前車廠及供應鏈將帶來極大的威脅，但同時也提供新進者許多的機會。許多新進入者和科技巨頭都參與了這一個產業，加速形成自動駕駛汽車發展平台和聯盟，平台的崛起也將會使得整體的汽車供應鏈被打破。 在自動駕駛技術的開發上還有許多技術需要被突破，無法靠單一廠商的資源獨力完成，各個廠商積極尋找合作夥伴以加速技術的開發。因此技術開發平台扮演了重要的角色。在這些新進入者中，又以谷歌和百度為最積極的搜尋引擎公司，透過其在人工智慧和軟件開發方面的強大能力進入這個市場，而這正是自動駕駛汽車開發不可或缺的技術。 Waymo和Apollo分別是谷歌和百度建立的開發平台，投入了大量資源。這兩個平台以不同的方式進入這個自動駕駛汽車市場。 Waymo是領先的自動化技術平台，是最早進入自動駕駛汽車的公司，擁有最多的累積駕駛數據。然而，Apollo自動駕駛汽車平台被認為是中國的領先平台，由於中國政府的支持和中國消費者對新技術的快速接受，預估中國自動駕駛汽車的採用速度是最快的。 在這個研究中我們將針對目前兩大搜尋引擎公司如何運用其在人工智慧上的開發能力進入自動駕駛的領域，並就其開發平台上差異進行分析並探討。;The automotive industry is undergoing a historic transformation enabled by new key technologies. Autonomous Vehicles Technology is one trend attracting industry attention. A revolution is on-going and impact from new vehicles value chain is expected in the 2030s, many new entrants and tech giants participates this value chain to form development platforms and alliance to accelerate Autonomous Vehicles development. Those new entrants and tech giants threaten traditional OEMs in the value chain. Among these new entrants, Google and Baidu are the most aggressive searching companies to enter this market by leveraging their strong capabilities in AI and software development which are the essential capabilities for autonomous vehicle development. Waymo and Apollo are the development platform established by Google and Baidu, respectively, abundant resources have been invested. These 2 platforms are approaching this autonomous vehicles differently. Waymo is the leading autonomous technology platform which is the earliest enter autonomous vehicles company with the most of accumulating driving data. However, adoption of Autonomous Vehicles in China is expected to be the fastest, due to Chinese government supports and rapid new technology acceptance by Chinese consumers. Apollo autonomous vehicle platform is considered as the leading platform in China. The subversion in the entire automotive industry induces a great threat to current car manufacturers and suppliers, but it also offers many opportunities for newcomers. There are still many technologies that need to be developed in autonomous driving, which cannot be completed by the resources of a single manufacturer. Each manufacturer actively seeks partners to accelerate the development of technology. Therefore, the technology development platform plays an important role. In this study, we will discuss how the two major search engine companies use their development capabilities in artificial intelligence to enter the field of automatic driving, and analyze and discuss the differences on their development platforms.
