On the same day "piercing the sky", who won the "satellite bureau" between Geely and Tesla?

On February 3, 2024, the "sky" in the eastern and western hemispheres was a bit lively.

At 7:00 a.m. on February 3, Beijing time, the second orbital plane was successfully launched at the Xichang Satellite Launch Center in a one-shot 11-star manner, and the satellite successfully entered the predetermined orbit, setting a new record for the number of satellites launched at the launch site.

At 21 PM on the same day, Tesla Space X Falcon 9 Block 5 was successfully launched, and the completion rate of the Starlink project reached 11.9%.

A hegemon of the Western Hemisphere and a king of the Eastern Hemisphere "pierced the sky" on the same day and quietly started a "satellite war" without gunpowder smoke.

The competition in the "sky" has also triggered heated discussions among netizens on the "ground": "Why is it all’piercing the sky ‘on the same day? Is the east stronger or the west stronger?"

So, in this "space battle" with intelligence as the core, which one is better than Geely or Tesla?

(1) Tesla "has", Geely "excellent"

As the only car company in the world that can achieve aerospace layout so far, the competition between Geely and Tesla in this round of "satellite war" is not complicated. Under the premise of intelligent core, the key point of Geely VS Tesla is the "width" of the functions and the "depth" of the coverage industry of the "heaven and earth integrated commercial version" of the two.

Let’s take a look at Tesla first. Musk’s company is the first car company in the world to enter the aerospace industry. As early as 2018, Musk used a SpaceX rocket to send a Tesla into space.

Then SpaceX’s Starlink project was called by Musk: "It could become the number one technology that improves the living standards of people around the world."

However, judging from the 11.9% completion rate of the current Starlink plan, its current functions are only two basic functions of communication and remote sensing, and the function "width" is quite limited.

If it is to achieve what Musk calls "improving the standard of living of people around the world," the degree of completion will have to be at least several times higher.

Then look at Geely. As China’s first technology-based enterprise that "builds cars and stars with one hand", Geely’s goal is to build a world-leading technology ecosystem.

Therefore, in terms of planning and layout, Geely launched the development of "Geely Future Travel Constellation" through Geely’s Spacetime Daoyu in early 2021, and completed the design, production, and large-scale system planning and mass production of satellites.

At present, the construction progress of Geely’s future travel constellation has reached 27.8%, far exceeding the 11.9% of the Space X star chain plan, which also means that the function "width" of the future travel constellation is wider.

For example, in addition to basic communication and remote sensing functions, Geely Future Travel Constellation also supports "two-way satellite communication". It is worth mentioning that Geely has achieved the above three functions with one satellite, which can be called a trinity and is very efficient.

In comparison, although the Space X star chain also has the above functions, it costs more resources. Musk needs to use multiple different satellites to realize the communication, remote sensing and high-precision positioning functions of the star chain project.

So in the field of satellite technology, Geely can be said to be "far ahead" of the Space X star chain.

It can be seen that Geely’s "heaven and earth integrated commercial version" is compared with Tesla’s Space X star chain, which focuses on a "person has my advantage".

(2) Tesla "None", Geely "Yes"

Of course, Geely’s "heaven and earth integration commercial version map" not only achieves "people have my advantages" in terms of functional "width", but also achieves "people have no advantages" in terms of industrial "depth".

Among them, the most crucial one is "satellite product direct connection". As the name suggests, it is to apply satellite functions to one’s own model.

At present, Tesla, whether it is the million-dollar Cybertruck or the high-end Model S/X, has not completed satellite communication, let alone the Model 3/Y.

As for Geely, its Polar Krypton 001FR, Polar Krypton 007 and Geely Galaxy E8 all support satellite communication, which can achieve "never lose contact", which can be called "unique" in the automotive field.

For vehicles, satellite communication systems can achieve centimeter-level high-precision in-vehicle navigation and positioning, which greatly empowers the development of autonomous driving technology.

If the satellite communication system can be popularized, it can achieve "no blind spot" coverage, including inaccessible no-man’s land. For example, through the satellite communication link, Geely Galaxy E8 can not only achieve global positioning, but also realize functions such as emergency alarm and vehicle status data collection and reporting.

During the Hangzhou Asian Games last year, Geely also provided high-precision positioning services to 2,000 officially designated vehicles of the Hangzhou Asian Organizing Committee through satellites, pioneering the "satellite era" in the automotive field.

In addition to the "direct connection of satellite products", there is also an ultimate killer in Geely’s ecosystem – the Geely Star Smart Computing Center.

The Xingrui Smart Computing Center is the first "cloud, data, and intelligence" integrated platform among global automakers. This smart computing center with a computing power of 8.10 billion billion times per second has increased Geely’s overall R & D efficiency by 20%, truly entering the "smart computing era".

And based on this platform, Geely will release "the first full-stack self-developed full-scenario AI model in the automotive industry" – Xingrui AI, which further deepens Geely’s advantage of "direct connection of satellite products".

In empowering higher-level intelligent driving and intelligent network applications in the field of vehicle regulations, Geely is also providing comprehensive services for multimodal transportation, smart ocean, smart agriculture, emergency disaster reduction, ecological environment monitoring and other fields, accelerating the global "Belt and Road Initiative" international cooperation and satellite application commercialization, scale and globalization development.

In addition to that, Geely is also the first vehicle company to complete its self-developed car machine chip. Its self-developed Longying No. 1 car-grade chip outperforms the Qualcomm Snapdragon 8155 and has been used in models such as Lynk & Co 08.

In addition, Geely has also launched a layout in the field of flying cars through its Wofei Changkong, and its first flying car has also completed its first flight.

In the intelligent end point, Geely is deeply bound with Meizu, developed a car system such as Flyme Auto, and Huawei’s Hongmeng OS, Xiaomi Surging OS and called China’s three mainstream car systems.

All of the above are extended by the "heaven and earth integration commercial version map", and the expansion of these industrial dimensions has reached the "depth" that the current Space X star chain plan does not have.

In the eyes of Kung Fu Automobile, Geely’s "heaven and earth integration" travel ecosystem covers cutting-edge technologies such as new energy, shared travel, vehicle to everything, intelligent driving, on-board chips, low-orbit satellites, flying cars, and smartphones. In terms of "width" and "depth", it is far greater than the sum of SpaceX Starlink and Star Shield. Geely has not only achieved the first place in the automotive field through "no one has me, but also holds a leading position in the civilian aerospace field.

(3) Seize the opportunity and accelerate into the "Galactic Age"

When car companies have entered the fields of mobile phones, chips, satellites and other fields, people realize that the boundaries of smart cars are far beyond people’s imagination. "Intelligent" has become a recognized new track in the smart car industry.

In the era of intelligence, if a car company can independently open up and operate the intelligent travel ecosystem, it will become the technology moat of the enterprise in the new era of intelligent vehicles. Geely, through the "integration of heaven and earth" strategy, has stepped on the trend, and seems to have taken the initiative in the new track.

As the only technology company in the world that "builds cars and stars with one hand", Geely has built a world-leading technology ecosystem, strengthened the technology ecosystem, and formed a closed-loop business model within the system to become a sustainable growth system. It has been implemented in many fields. This is the "Galactic Age" that Geely has always envisioned.

The arrival of the "Galactic Era" will not only make Geely’s products more competitive, but also allow our country’s commercial aerospace to seize the opportunity in the future space resources, and take the lead in realizing "going out" to fully serve the global "Belt and Road Initiative" international cooperation.

It is worth mentioning that the high value created by Geely’s "Galaxy Era" has made the market and investors more confident in Geely’s development in new energy and intelligence.

Just ended January, Geely hot-selling 213,000 vehicles, an increase of 110%, an increase of 45.7%, a record high, and won the Chinese brand sales champion.

Among them, the new energy camp blossomed more, with sales of 65,826 vehicles and a penetration rate of more than 30%, firmly sitting in the second place of domestic new energy vehicle companies. With Geely entering the "new normal" of monthly sales 200,000, Geely’s future is more promising.

Kung Fu Auto believes that this is the best evidence that Geely’s all-field intelligent ecosystem is being pursued by the market.

(4) Kung Fu shooting

"Only by seeing the future can there be a future!"

Using this line of "Flowers" to gain insight into Geely’s "integration of heaven and earth" ecology seems to be more accurate.

Geely’s big picture is by no means "making a pot of gold" in the civilian aerospace field, but serving products and users to fight value wars, service wars, and quality wars. At the same time, it promotes scientific exploration, application, and international cooperation in the aerospace field.

It is foreseeable that after building the "integration of heaven and earth" ecosystem, Geely has built a strong moat from products to the car market to the capital markets.

There is no doubt that Geely has come out on top in this "satellite war" in the eastern and western hemispheres.