Huawei doesn't want to build cars, Yu Chengdong is "forced" by the market to build cars, and industrial changes need to be paid close attention
Huawei doesn't make cars, it just uses its ICT technology to help car companies build good cars"。
This sentence, it is estimated that many people are familiar with it, and it is a sentence that Huawei has repeated countless times in the past few years, and Ren Zhengfei himself said:"After that, you can build a car building and meddle in the company, and you can transfer out of your post and find another position. "
Based on the theory of not making cars, Huawei has proposed three business models in the automotive field.
The first is the traditional parts business model, that is, Huawei sells its own parts to car companies. The second is the Huawei Inside model, in which Huawei provides complete smart car solutions to automotive companies.
The third is the intelligent mode, in which Huawei participates in key aspects such as product definition, styling design, and user experience, as well as promotion and sales"Build a car"Just one step away, he said"Semi-built cars"It's not an exaggeration, after all, car companies are more like the role of foundries. After all, car companies are more like the role of foundries, and if you change Huawei's logo, it is not wrong to say that Huawei makes cars.
It is rumored that although Ren Zhengfei has always said that he does not build cars, Huawei is also determined not to build cars. However, Yu Chengdong believes that he wants to build a car, and it is Huawei's car faction, so in the end, Yu Chengdong is in charge of the automobile production department and is also responsible for the intelligent selection model, which is the closest to making a car.
Seriously, the first model is difficult to succeed in the current situation, there is no shortage of parts and components suppliers for automobile companies, and Huawei does not have a factory as large as Bosch, which is not very attractive to automobile companies.
The second mode, the Huawei inside mode, is still very attractive, so Huawei cooperated with Jihu to launch Alphas, and also cooperated with Changan to launch **ITA11, which is mainly responsible for Wang Jun.
YU's SmartChoice company has partnered with CERES to launch three cars under the AITO brand: the AskM5, AskM7 and AskM5EV.
Judging by the performance in 2022, the Huawei Inside model is not a success, because the performance of the Alphas is too poor, and the sales of **ITA11 are average.
On the other hand, the IntelligentChoice model in AITO's ASK series has also been a great success, launching the model in March 2022 alone and selling more than 76,000 ASK series cars in just over eight months.
Obviously, judging from the performance in 2022, the smart mode is the way Huawei should go. Some time ago, it was reported that Wang Jun had been suspended, and Yu Chengdong took over the car BU alone.
Huawei's automotive road is also gradually moving closer to the smart car model and has begun to build cars"Forced"Market. It is reported that in addition to the current cooperation with Celis, Huawei has finalized cooperation with Chery, JAC, BAIC and other car companies, and everyone will intelligently choose the car manufacturing mode for half of the country. And the upcoming cars of these big car companies will cover more ** ranges.
But it will also encounter a new problem: the power and channels of the original Huawei are the exclusive property of Celis, Hua and Celis, and only Celis and Hua and Celis belong to both parties.
Now that Huawei is no longer the only company in Ceras, with so many car companies to share it, how will Huawei differentiate itself from these car companies?In addition, after sharing with so many cars, can Huawei's halo continue in sales?
If sales are unsustainable, Huawei may have only one way to go, and that is to build its own cars, abandon all partners, and go into the war alone.
After all, Ren Zhengfei said that there is a deadline for not making cars, and it will expire in October this year, so it is logical for Huawei to build cars at that time, not to mention violating the original promise.
So the next thing is to look at the performance of the intelligent mode, if many car companies cooperate with Huawei, they can be as successful as Sail, then Huawei may not be able to build a car, it can only be regarded as"Semi-finished products"Once it fails, Huawei will be forced by the market to come to an end in the road of building cars.
But isn't that exactly what Yu Chengdong wants?At Huawei, Yu Chengdong has always been"Car-building pie"He has always wanted to build his own car.