On June 25th, 2020, 165438+ The State Administration of Market Supervision issued relevant regulatory policies, namely, the Notice of the General Office of the General Administration of Market Supervision on Further Strengthening the Supervision of Auto Remote Upgrade (OTA) Technology Recall.

The content of "Notice" is concise and to the point, with five articles listed, pointing directly to the vacuum zone of "chaotic grass" in the current automobile OTA upgrade. In order to avoid reading the text of the "document", the brief "explanation" is as follows:

1. Termination of "barbaric growth": Before 65438+February 3, 20201,all models with OTA upgrade capability must be reported;

Second, refuse to be "dark": it is worth encouraging to eliminate the defects of automobile products through OTA upgrade, but we can't do it secretly, and we can't replace the traditional "recall" with a "foreign" coat like OTA;

Third, "both soft and hard": Previously, the safety of automobile hardware was highly valued. Later, automobile system and network security accidents must be investigated and reported. The status of the software security issue has been upgraded;

Fourth, "mobilize the masses": if automobile manufacturers use OTA to conceal vehicle defects and thus evade the responsibility of recall, anyone and any organization can report directly to the regulatory authorities;

Fifth, "there are laws to follow, and those who violate the law will be prosecuted": the OTA upgrade process must be strictly implemented, and no one wants to be a "fish that slips through the net", otherwise it will be dealt with according to law.

In view of the above, I don't want to go too far It's super good for consumers only. "Everything is supervised by someone, and there is a complaint door when something happens" is the "anchor" of China's characteristic market economy.

▍ Where did the "tightening spell" come from?

However, on165438+1October 25th, the State Administration of Market Supervision made an "emergency move", after all, for some reasons.

OTA is a remote upgrade (Over? That? Air), with the advent of the era of smart phones, this is not a new word. It was originally introduced as a convenient technology on Android phones, and its significance lies in ending the tedious process of installing and updating mobile phone software by connecting computers and downloading related software.

With the advent of the era of automobile intelligence, the concept of "software-defined automobile" is put forward. 20 12, Tesla in the model? S took the lead in opening OTA, and then quickly spread to the global automobile industry.

Tess made a "good" start, but Tesla also brought a "bad" start.

As we all know, the OTA upgrade of smart cars will inevitably rewrite the power system, braking system and battery management system. Once it fails, the consequences will be unimaginable. What's more, hackers can forge instructions through reverse technology and control cars remotely.

20 14 There are media reports that the 360 team made a demonstration and remotely controlled a model? S, in the process of driving, I opened the skylight, but it was just a test, but it was just a skylight.

But the reality is cruel after all.

On May 3, 2020, the third downtime of Tesla APP occurred in China. In the evening, many car owners reported that Tesla APP could not connect with the car at almost the same time, resulting in a black screen of the car, the key of the mobile phone failed, and the vehicle information could not be obtained. Many car owners have no choice but to drive blindly, laying a hidden danger for possible major safety accidents.

This is not over.

In August, many Tesla owners in China found that their mobile phone applications contained a lot of information about other people, Tesla vehicles in different places and even foreign countries.

A Chongqing? Models? 3 car owners can remotely control a model of Hengyang, Hunan Province, thousands of miles away by showing their apps with videos. 3 air conditioning and lighting. Coincidentally, the owner of the controlled vehicle was in the same group of riders with him, and also left a message: After I upgraded to 3.0, there was a BUG.

Then, on September 3, during the morning rush hour in the United States, Tesla suffered a large-scale shutdown for the fourth time for 4 hours.

The main problem of the above-mentioned Tesla car software is "soft fault". Previously, the automobile recall was based on the Regulations on the Management of Defective Automobile Product Recall and the Measures for the Implementation of the Regulations on the Management of Defective Automobile Product Recall, which did not clarify the nature of automobile OTA and whether it belonged to the recall category.

Once we are "confused", Tesla will "enjoy relaxation".

There is no doubt that Tesla will use the later OTA to "secretly" solve the above problems. In this process, no one will mention or associate the word "recall" at all.

In this process, the correct OTA is mixed, for example, for Model? 3 power system, Tesla released an upgrade package worth $2,000. After the owner pays for the upgrade, the power output can be increased by about 50PS and the acceleration time from zero to 60 miles can be increased to 3.9S.

When it is difficult to distinguish between true and false, "business opportunities are infinite."

Tesla can, why can't others? Previously, the ECU (Electronic Control Unit) brushing service in the always online refit market was moved online, and the more convenient operation made OTA open a brand-new "gray" market.

Who contributed to the rapid implementation of the "austerity policy"

Unexpectedly, OTA, which is limited to software, has been played out by a group of new forces making cars.

The new forces believe that it is too "low" for traditional cars to be replaced once a year, once every three years and completed in five years. Their intelligent transformation can make the car grow by itself through infinite OTA.

Obviously, this theory may be true. And all they have is to do "smuggling" with "correct" theories. The meaning of OTA has been extended to automotive hardware.

For example, in April of 2065438+2009, Weilai opened the paid OTA to old car owners, and launched the optional installation and upgrade service of 1 1.3 inch central control panel; In the first half of 2020, domestic Tesla models? 3 hundreds of car owners have completed the upgrade and replacement of hardware 3.0 of self-driving computer.

These "edge balls" have made users very unhappy, but at least they belong to the intelligent category.

At the beginning of June, 2020, at 5,438+065,438+10, under the pressure of all parties, Li finally faced up to the serious safety hazards that had caused Li to "break the axle" for many times and the ball pin of the lower arm of the front suspension came out.

But the word "upgrade" is used too smoothly. Li blurted out that we should "upgrade" the car hardware.

In fact, in April this year, Li Xiang, CEO of Li, publicly stated that Li would not launch a new car within three years, and at this stage he would mainly focus on upgrading Li ONE.

Li Xiang also expressed his reasons for supporting this practice: the traditional way for car companies to increase sales is to reduce prices, and the product strength and quality will not change, but smart car companies have a better choice than reducing prices, that is, the product strength and quality can be changed, so that users can see the growing car during use, rather than waiting for the next change.

At that time, Li's Nasdaq listing was still pending, and it was understandable that Li wanted to use this theory to "appease" the inside and outside. I never thought that the project of building a travel brand together with Didi Company really "aborted", and Li Xiang became a prophecy.

Li has been an only child for a long time, and there is no room for any mistake. Li's concept of "upgrade" was infinitely magnified until it came to the quality category of automobile machinery.

On this issue,1in late October, 165438+ Tesla also failed in the bolt connecting the control arm and steering knuckle at the front of the vehicle, and made a decision on the 40 1 2020 model? Y carries out the recall. Despite Musk's "chatter" and lied that the owner of China was not operating properly, at least Tesla "admitted the factory" and started the "recall" procedure.

When the master has recognized it, Li, a student, is still "speaking like a book." After six days of persistence, Li's wishful thinking of replacing "recall" with "upgrade" finally fell empty in the accountability of the regulatory authorities.

However, Li's "different" operation eventually accelerated the implementation of the OTA regulatory notice. As a negative example, Li contributed to the rapid implementation of a favorable law. I wonder, should we "blame" Li? Or should I "thank" Li?

𖶭bound by the "hooping spell"

It is true that the red-headed document of the State Administration of Market Supervision is aimed at the "chaos" in the whole market, and it does not specifically mention this or that.

But in fact, with the rise of new car-making forces, they "created" one product "hot spot" after another:

All problems are "universal decoders", and the OTA discussed in this paper counts as one.

"Unlimited" pursues long battery life and enables high-capacity and high-density power batteries, which almost puts "safety issues" in the "second place". Therefore, in May this year, the Ministry of Industry and Information Technology urgently issued the Safety Requirements for Power Batteries for Electric Vehicles, which must also be counted.

Automatic driving has always been an important ability of the new forces to build cars as "superior", which is inevitably exaggerated and suspected of violating the rules. As it is more related to safety, as early as April 20 18, the Ministry of Industry and Information Technology, the Ministry of Public Security and the Ministry of Communications issued the Management Specification for Intelligent Networked Vehicle Road Testing.

In April, 2020, the Ministry of Industry and Information Technology, the Ministry of Public Security and the National Standardization Administration Committee issued "Guidelines for the Construction of National Vehicle Networking Industry Standard System (Intelligent Vehicle Management)". In order to prevent the "gimmick" from being greater than the reality, the regulatory authorities are really well-intentioned, and this still counts.

Therefore, whether before or after, one hoop after another, with the improvement of market maturity, will inevitably follow, and will quench those "hot spots".

Whoever steps on the red line will be targeted.

However, I would like to remind you that a very small number of people in the new car-making forces can be a little more radical when they are busy "going ashore", but don't rush for success; More dry goods, less private goods; More wisdom, less cleverness; While respecting the renminbi, we should also respect the people.

Then, who can restrain the rapid development of "you"?

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.