Author丨Ni Yuqing, Song Doudou.
Editor丨Zhang Mingxin.
Source丨Visual China.
On December 26, Huawei held the Wenjie M9 and Huawei Winter All-Scenario Launch Conference, and launched a series of new terminal products, among which the most concerned is the Wenjie M9 cooperated by Huawei and Cialis. According to the latest news, the M9 is set to exceed 10,000 units within two hours of its launch. At the same time, Huawei also released a number of full-scene products such as nova12 series** mobile phones, FreeClip ear clip headphones, Huawei smart screenV5, Huawei router BE3 Pro 2500M network port version, etc.
Yu Chengdong, Executive Director of Huawei, CEO of Huawei's Device Business Group, and Chairman of the Intelligent Vehicle Solution BU, said at the press conference: "In the past four years, we have encountered multiple rounds of sanctions, and our business fell to the bottom last year. In August this year, the Pioneer Program was launched, the Mate60 series was officially released, and Huawei officially returned to the market, and the pace of innovation will be further accelerated in the future. ”
Today, Huawei continues to advance in multiple lines, on the one hand, Huawei mobile phones are accelerating their return to stabilize the basic disk;On the other hand, the emerging automotive market has also ushered in a new inflection point, and Huawei is also trying its best to expand more hardware product lines to reshape the new pattern of the industry.
HarmonyOS Zhixing ecosystem expanded
At the press conference, the third product of the Wenjie brand, the Wenjie M9, was officially launched, and even surpassed Huawei nova12 series mobile phones to become the protagonist of the conference. The new car is available in four variants, both extended range and pure electric, with a guide price of 46980,000 yuan—56980,000 yuan, the starting price is lower than the previous pre-sale price of 500,000-600,000 yuan, and large-scale delivery is expected to start on February 26, 2024.
Yu Chengdong called it"The best SUV within 10 million, the most powerful SUV on land" and "the king of science and technology".According to its disclosure, the number of bookings for M9 has exceeded 540,000 units.
AsThe most expensive model in the HarmonyOS Ecological AllianceThe M9 is equipped with a number of Huawei's new automotive technologies, including a new luxury D-class platform, a Xuanwu body with integrated die-casting, megapixel smart projection headlights, a Huawei Turing chassis, a Huawei immersive head-up display (AR-HUD), a giant whale 800V high-voltage battery platform, a new HarmonyOS 4 and a new Huawei Sound series, etc., while the on-board smart assistant Xiaoyi is equipped with an AI large model for the first time.
In terms of range, the extended-range model is equipped with a pure electric drive extended-range platform 4The 0.52 degree battery version has a comprehensive range of 1402 km under CLTC working conditions, and a pure electric range of 275 kmThe 42-degree battery version has a comprehensive range of 1,362 km under CLTC working conditions and a pure electric range of 225 km. The pure electric model is equipped with Huawei's Giant Whale 800V high-voltage battery platform, which has a range of 150km in 5 minutes of charging and 630km in CLTC mode.
In terms of high-end intelligent driving, the M9 has been fully upgraded to HUAWEI ADS 20 high-end intelligent driving system, equipped with a newly designed 192-line lidar. ads2.A major breakthrough of 0 is not to rely on high-precision maps, Yu Chengdong said that by the end of December 2023, it will achieve full coverage of urban areas, highways, and urban express NCA (intelligent driving pilot assistance, that is, high-level intelligent driving).
The speed of China's autonomous driving on the car is coming to us in a turbulent attitude, and the L2 autonomous driving market is beginning to develop towards the trend of standardizationThe Level 5 autonomous driving market is breaking the ice at a rapid pace. Su Tan, general manager of the intelligent driving business group (IDG), said in an interview with the 21st Century Business Herald reporter that the proportion of intelligent driving in the importance of car purchase decisions has increased significantly, reaching 10%. At the same time, in the sales trend of new energy vehicles, the penetration rate of models with core intelligent driving functions has increased rapidly, especially in the range of 150,000-250,000 yuan and 250,000-300,000 yuan**, which has almost doubled in two years.
In fact, Huawei's intelligent driving capabilities are becoming an important factor influencing users' car purchases. In addition to the price reduction and the potential energy of Huawei Mate 60's strong return, the ultra-high ADS high-end package selection rate also confirms the current consumers' increasing recognition of "intelligent driving". According to official data, since the launch of the new M7 in September this year, the cumulative number of Dading has exceeded 120,000 units, of which more than 60% of users choose the intelligent driving version, and the monthly delivery capacity will reach 30,000 units from January next year.
Different from Xiaomi's asset-heavy car model, Huawei does not end up building cars, but cooperates with car companies to build cars through different business models, and deeply participates in the R&D, design, production, and sales of the entire industry chain of cooperative car companies under the HarmonyOS Zhixing (formerly "Smart Car Model") model, leading the products and corporate positioning of related models.
With the launch of the M9, the current Hongmeng Zhixing model has launched four models: the M5, the M7, the S7 and the M9. Yu Chengdong previously revealed that "the two 'world' products of BAIC and JAC are already in the process of development, and the products will become more and more high-end."
The gradual increase in the number of models sold by Hongmeng Zhixing has put forward higher requirements for Huawei's channels, and it has become inevitable to open independent stores with larger space. It is reported that Huawei is accelerating the construction of independent Hongmeng Zhixing stores for smart cars, and it is expected that the number of new Hongmeng Zhixing stores will reach about 800 in 2024 and hit 1,000 in 2025.
The 21st Century Business Herald reporter learned from Huawei's sales sideAt present, Huawei's stores selling cars are gradually being converted into Hongmeng Zhixing stores, and the opening of new stores is not ruled out in the future. In addition, the WeChat names of the sales staff of Hongmeng Zhixing stores have been changed from "AITO Wenjie" to "Hongmeng Zhixing", but the AITO Wenjie user center led by Cialis has not changed yet.
There are three main channels for Huawei's car sales, including self-operated *** smart life halls or authorized experience stores, as well as independent stores that Huawei is accelerating to open, namely the HarmonyOS Zhixing Authorized User Center. The 21st Century Business Herald reporter inquired from the Hongmeng Zhixing APP and found that there are currently 52 Hongmeng Zhixing authorized user centers across the country.
The reporter visited the Guangshen Huawei experience store and found that the Zhijie S7 has not yet arrived at the store, and there are two exhibition cars in the store, including the Wenjie M5 and the Wenjie M7 intelligent driving version, but the display space is very limited, and it is difficult to put down the third exhibition car.
It is understood that the Hongmeng Zhixing store will be responsible for the sales of Cialis Wenjie, Chery Zhijie, as well as the upcoming JAC "a certain world" and BAIC "a certain world" smart car cooperation products, that is, all smart car models will be sold in Hongmeng Zhixing stores, and the user center led by Cialis will not sell brand models other than Wenjie for the time being. In addition, some Huawei stores will still keep selling cars, and will match suitable models for sale according to factors such as area and city.
However, the sales of multi-brand models in the same store have a great test on the store area, after-sales delivery capacity, service ability and management ability of sales personnel.
The phone is speeding up the return
Looking at the mobile phone again, Huawei released the new nova12 series, including nova12, nova12 pro, and nova12 ultra.
At present, the competition in the mobile phone stock market is very fierce, and the nova is no exception to the all-dimensional competition from chips, communications, images, operating systems, etc.
For example, in terms of imaging, the nova 12 ultra and nova 12 pro are equipped with a front-facing binocular stereo vision imaging system, with 07X-5X full-focal zoom capability with XD Portrait Da Vinci Portrait EngineIn terms of communication, Huawei nova12 series is equipped with Hongmeng smart communication, with weak signal enhancement mode and congestion signal enhancement technology, nova12 ultra and nova 12pro support two-way Beidou satellite messaging.
From the perspective of brand positioning, nova is a mid-range flagship mobile phone brand under Huawei terminals, and institutions believe that with the gradual recovery of the smartphone market, Huawei's smartphone sales growth trend is expected to continue, which will boost the demand of the industrial chain.
Judging from the data, Huawei's terminal business is recovering. According to the latest data from market research agency BCI, in terms of new phone activations in November 2023, Apple's market share in the high-end mobile phone market of more than 4,000 yuan is 508%, Huawei's market share is 223%, Xiaomi has a market share of 144%, of which Huawei has the fastest growth rate.
According to the latest data from Counterpoint, Huawei grew by 37% year-on-year in China's smartphone market in the third quarter of 2023, becoming the big winner in the market. Previously, it was reported that Huawei terminal China had completed the annual profit target in the first half of the year, but the official did not confirm or respond to the data. In the eyes of industry insiders, with the growth of Huawei's mobile phone sales, it is beneficial to the rise of profits.
Although the mobile phone market is still in a steady decline, with Huawei's strong growth, the market is brewing new changes. According to a report by Canalys, in the third quarter of 2023, the top five smartphone markets in China are Honor, OPPO (including OnePlus), Apple, Vivo and Xiaomi. Huawei's market share continues to rise through the release of new products from Mate, and it is gradually approaching the top manufacturers.
Lucas Zhong, a research analyst at Canalys, said: "The lifeline of brand growth returns to product strength, and Huawei's Mate 60 series new products detonate the market. ”
A number of industry insiders pointed out to the 21st Century Business Herald reporter that with Huawei's increase in orders and sales, it will also bring confidence to the recovery of the overall industrial chain. Global smartphone shipments have improved marginally, and the consumer electronics industry is at the end of passive destocking. In the context of the increasing age of smartphones, Huawei is expected to leverage a new round of demand for renewal with its brand power and product power. In Haitong**'s view, the smartphone market is expected to improve in 2024.
SFC's editor is Liu Xueying.
21 Jun recommended reading
Huawei release!Yu Chengdong: It is best within 10 million yuan.
Huawei, the channel for selling cars has changed?
Huawei rarely opposes!Termination.