Twinkling of an eye a week has passed again, chatted in front of oneself professional experience, as well as individual duty field some comprehension, is slant soft sex ponder. It’s time to show some hard goods. This article mainly introduces the structure development and industry analysis of the online car hailing industry I am engaged in.
Introduction to the background of the ride-hailing industry
When it comes to the ride-hailing industry, didi Chuxing is probably the first thing that comes to mind. After all, Didi’s market share has been ahead of other travel companies combined for many years, basically forming a monopoly position in the travel industry.
However, in recent years, new ride-hailing enterprises and platforms have emerged, such as T3 Taxi, Meituan Taxi, Cao Cao Taxi, Autonavi Aggregation platform, Youdao Chuxing and so on. Are there new opportunities and space in the market that can provide more enterprises with room to survive?
The main reason is not the new changes in the market, but the emergence of new technologies and institutions, so that more enterprises see the hope of development. As follows:
- The development of autonomous driving technology, so that enterprises see a new direction
- The implementation of the national anti-monopoly system has certain constraints on the industry oligopoly
- Large enterprises meet the general needs, the market will still have personalized needs have not been met
Architecture development
The architecture of any enterprise is not designed in a single step, but with the development of the business, step by step iterative evolution, to meet the stable operation of the business in a certain period of time.
The ride-hailing industry is no exception. Based on business development, it can be roughly divided into the following stages: initial development, rapid expansion, stable maturity, and later layout.
In the early development
Companies that have re-entered the ride-hailing industry in recent years face far less of a technical challenge than they did before. After all, Uber, Didi and other companies have very mature experience and verified the feasibility in the market. In addition, there are many enterprises on the market that have a complete set of technical solutions, which can help companies entering the online car hailing industry directly land.
If companies entering the ride-hailing industry have not accumulated industry experience before, they will not build their own team to build a ride-hailing system from scratch, but directly outsource it to an experienced company.
Since the industry experience is no longer a problem, the structure of the early stage of development is not like Didi, which started from a simple MVP version and developed gradually step by step. Now the enterprises that enter the market will basically directly build a relatively mature system.
The initial business structure is generally as follows:
Period of rapid expansion
The rapid expansion phase of ride-hailing is either expanding into new cities or grabbing new users. This stage is also the busiest time, when business departments keep raising new demands, users and vehicles are increasing exponentially, and the pressure on the system will be increasing.
At this stage, the most important thing is to maintain the stability of the system and support the expansion of business. The overall architecture of the system will not change greatly. Mainly embodied:
- Monitoring and early warning system, timely diagnosis of system resource usage, timely capacity expansion or upgrade
- The module design is refined, and the growth of business demand requires the module capability to be abstracted or reconstructed to support the rapid online of business functions
- The system has higher performance requirements. Internal links need to be redesigned to improve overall response speed
- The enhancement of data visualization tools and the rapid development of business require more dimensions of data display to verify the effect of business
Period of maturity
Experienced the rapid development of the early market, the number of new users will slowly decline until the balance is reached. At this time, it will not invest a lot of money to develop new users, but carry out more refined operation for retained users and drivers to improve the taxi frequency of retained users and the satisfaction of drivers.
The user side will collect taxi behavior data from all dimensions of the user and form a user portrait system. Different users have their own personalized labels.
The driver side will also collect the data of ordering behavior from various dimensions to form the data system of drivers. Different drivers have different characteristic data.
Finally, an intelligent ordering system will be formed based on users and drivers.
The late layout
As a late-comer in the ride-hailing industry, it’s hard to beat Didi, no matter how well they do, unless Didi has its own problems. Why do you say so?
- In terms of market share, Didi already has more than half of the market, and it’s still number one despite all the things that happened before it went public in 2021. It has more cities and more drivers than any other platform.
- Undiscovered market opportunities, at present, are still only a small amount of unmet demand, not found a huge market vacancy.
- Technical capabilities, Didi is still the industry reference standard, financial resources and talent.
Then the entry of these enterprises, can beat Didi, become the industry leader? If the competition is still in the same dimension, the opportunity to see hope is relatively limited, but the emergence of autonomous driving has broken this dimension, which is equivalent to the whole travel industry will be reshuffled, and everyone will once again stand at the same starting line to compete for the market.
And when autonomous driving comes, which assets can be directly migrated past, is data. Passenger travel data, national road data, operation data, statistical data and so on will become the assets of the company and provide support for autonomous driving operation.
Of course, this is only the layout of the enterprise, the late autonomous driving comes, the real challenge may be much bigger than this.
conclusion
This paper mainly introduces the evolution of the architecture and the analysis of the industry during the development of online car hailing business. In the process of business development, I refer to AAARR model, the basic theory of user growth, which is actually the methodology often used on the Internet to talk about user growth.
Welcome to exchange and discuss your thoughts and ideas on the ride-hailing industry