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寻找汽车功能收费的“黄金分割点”
Huan Qiu Wang· 2025-08-26 12:10
Core Viewpoint - The automotive industry is transitioning from a traditional hardware sales model to a "hardware + service" continuous profit model, but faces challenges in balancing technological feasibility and user acceptance [2][3][9] Group 1: Subscription Model and Consumer Resistance - The recent news about a brand's subscription fee for four-wheel drive functionality has sparked significant online debate, echoing previous consumer backlash against subscription fees for comfort features like seat heating [2] - Consumers generally resist the idea of paying extra for features that they believe should be included in the initial purchase price, leading to a perception of "double charging" [4][5] - The lack of transparency regarding which features are free and which require additional payment exacerbates consumer frustration, as they feel misled during the purchasing process [5] Group 2: Business Logic Behind Paid Features - The shift to software-defined vehicles allows automakers to offer features through a subscription model, with companies like Tesla and domestic brands pre-installing hardware and unlocking features via software [3][8] - This model aims to achieve economies of scale and reduce hardware costs while providing consumers with the flexibility to upgrade features as needed [3] Group 3: Acceptable Charging Practices - Consumers are more accepting of paid features that provide clear and perceivable added value, such as continuously updated driver assistance systems, cloud-based entertainment services, and performance upgrades [7] - Certain features, particularly those related to safety and basic comfort, should not incur additional charges, as they are expected to be included in the vehicle purchase [7][9] Group 4: Ethical Considerations and Data Usage - The bundling of data access rights with feature unlocking raises ethical concerns, potentially leading to monopolistic practices that limit consumer choice and stifle industry innovation [7][8] - Establishing a standardized framework for feature charging could help mitigate confusion and promote fair practices across the industry [8] Group 5: Sustainable Charging Ecosystem - The industry must shift from a short-sighted "user harvesting" mentality to a long-term service ecosystem that benefits both consumers and manufacturers [8][9] - Successful charging models should focus on creating new value rather than simply monetizing existing features, as seen in Tesla's subscription services and NIO's battery rental model [8]