"Aggregation taxi service" was first launched by Gaode Map, which mainly refers to a single platform such as Gaode Map, Baidu Map, Meituan and Ctrip. , you can call a variety of online car models from different companies at the same time to provide taxi service. In recent years, this model has become a major feature of the online car industry. Therefore, there is a view that "aggregation taxi" is becoming the fourth-party travel service provider in the field of online car rental. Only now Tencent map is on the market. Is it too late?
Tencent's map ability is limited.
In the field of map navigation, Tencent map has long been unable to compare with the dominant Gaode and Baidu. According to the statistics of Prospective Research Institute, in the mobile phone map application market in China in 20 18, Gaode Map ranked first with 33% market share, Baidu Map accounted for 32.7%, and Tencent Map only accounted for 15%.
In Quset Mobile's semi-annual cmnet strength and value list in 2020, both Gaode Map and Baidu Map ranked in June 2020/kloc-0.0 billion players list, with 530 million monthly active users (MAU) and 420 million respectively. Tencent Map ranks in the list of 10 million players with 322,338+0.9 million monthly active users. From the perspective of monthly active users, the magnitude of Gaode map and Baidu map is more than ten times that of Tencent map, and the gap is obvious.
The essence of the aggregation taxi mode is to realize the existing traffic, but based on the gap between Tencent Map's own business and Gaode Map and Baidu Map, even if taxis are introduced, the stirring effect on this industry is limited.
What's more, as early as 20 17, Gaode Map launched the service mode of aggregation taxi. At present, it has been connected to travel service providers such as Didi Express, Sunshine Travel, Cao Cao Travel, National GO, Tu Tu E Line, and Shouqi About Car. Baidu map has access to travel service providers such as Didi Chuxing, Shouqi Enjoy and Sunshine Travel. And Apollo will? GO autopilot service is also embedded. In order to fill the user scene, after the online car service stopped for more than a year, Meituan also turned to the aggregation mode from last year and has continued to this day. It is no exaggeration to say that at present, medium and large travel service providers have been harvested. In this case, why should Tencent Map enter the "aggregation taxi"?
Make a sound by traveling.
As a tool product, map has always collected a lot of user traffic. With the increase of China residents' travel demand, the rapid change of users' usage scenarios and the wave of intelligent networked cars, map application is no longer a single service a few years ago. From navigation to the aggregation of taxis and the improvement of local life scenes, Tencent Map, Gaode Map and Baidu Map all see the possibility of commercialization and the blueprint for the future. Taking Gaode as an example, advertising and car sharing on the aggregation network have become its main sources of income.
Therefore, Tencent Maps needs to rely on the travel market to make itself louder in the map industry. Although the user accumulation and popularity of Tencent Maps are far less than those of Gaode and Baidu, insiders of Tencent Maps clearly stated that as a strategic product, they never gave up. In the past few years, Tencent has also been exploring the field of travel.
According to Tianyancha's information, Tencent participated in the first five rounds of investment in the 20 rounds of financing of Didi, starting from the second round of financing of Didi in April 20 13,150,000 USD. In 20 15, Tencent made its debut in car networking products. In the past five years, it has reached cooperation with 29 car companies, including several rounds of financing for Weilai, and also acquired a 5% stake in Tesla, becoming its fifth largest shareholder.
June 20 19, Tencent applied for several trademarks such as Tencent Travel, Tencent Bus Card, Tencent Bus Code, Tencent Taxi, etc. 2065438+In June 2009, Tencent, GAC, Guangzhou Public Transport Group, Didi and other partners jointly launched "Traveling as scheduled". Among them, Tencent holds 25% of the shares, and plans to start from Guangzhou and develop five cities within one year, and gradually cover the national market in the future.
At the recent 2020 Tencent Digital Ecology Conference, Zhong Xiangping, vice president of Tencent, said that at present, Tencent has established cooperative relations with 3 1 car companies and more than 300 travel eco-partners, and cooperated with models 120. Obviously, Tencent's layout in the field of travel is getting faster and faster, involving many travel segments including smart travel, new energy, car networking, used car service, and automobile aftermarket. , to achieve complementary capabilities and benefit sharing with car companies.
However, Tencent's goal does not stop there. It hopes to enter the local life service field like Gaode map and seamlessly connect with more life service scenes. The field of inbound tourism can strengthen the stickiness with local life.
Didi needs Tencent
Didi chose Tencent Map, on the one hand, because it has cooperated with Tencent many times before, and on the other hand, because Didi still faces severe competition in recent years. Moreover, for Didi, the current competition is not only with other online car service providers, but also with an aggregation platform that directly connects users' travel needs, including the Gaode map that Didi has accessed.
In 20 17, gaode began to leap from map service to tourism field, and launched free ride service in the following year. Four months later, Gao De began to vigorously promote "one-click whole network taxi calling", connected to the car calling platforms of Didi, Shenzhou and Shouqi, and strived to aggregate the taxi mode. Since then, Gaode Map has gradually increased the daily order volume by aggregating taxi multi-party transportation modes, and Gaode Map has also become a force that cannot be ignored in the online car market.
Liu Zhenfei, president of Gaode Map, once said that Gaode will make travel thorough, provide more travel services, focus on smart transportation and traffic management, and build an information ecology on the basis of doing a good job in map business. In September last year, 27 online car-sharing platforms in the United Nations launched "Dare to sit and dare to pay", but Didi did not appear on this list. This year, Gaode Map has successively reached cooperation with companies such as Beijing Jinyinjian Tourism, BAIC Taxi and Shenzhen Taxi. It is estimated that there are more than 30,000 taxis in Beijing alone, which is close to half of the total number of taxis in Beijing.
From a series of actions of Gaode, it can be seen that its business scope with Didi is increasingly overlapping, and the two sides are already in a competitive relationship in essence. On the contrary, Tencent is an important shareholder of Didi, and the strategic cooperation between them will bring the relationship between the two sides closer. Most importantly, through the cooperation with Tencent Map, Didi can occupy a place in the network car aggregation platform.
Ashton tubercle
In general, the cooperation between Didi and Tencent is the result that both sides need. Some analysts believe that the advantage of Tencent map is mainly the diversion of Tencent ecological matrix. Tencent Map can seize a bigger market with more business expansion. However, because Gaode and Baidu maps have a solid foundation in geographic information, road data collection and updating capabilities, and have established their own barriers, it is difficult for Tencent to surpass Gaode and Baidu maps in at least one to two years. But for consumers, competition is a good thing, which can bring more and better service experience and convenience to life.
Figure? |? From the network
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.