While Huawei doesn't make cars, no one can shake its influence in the automotive industry. Domestic auto companies are feeling the dire impact of Huawei, especially many new auto-manufacturing forces. Previously, at its strategy workshop, Ideal emphasized the need to avoid Huawei's edges;Xpeng openly opposed Huawei and finally accepted the suggestion obediently. The question is, why are the new forces so afraid of Huawei, which "doesn't make cars"?Let's talk about that today.
In the future, there will be two core technologies for automobiles, one is the intelligent cockpit and the other is autonomous driving, which is also the biggest difference between the new force of automobile manufacturing and many traditional automobile companies. In these two aspects, the new force has invested a lot of capital, manpower and material resources, forming a first-mover advantage and opening up the gap with traditional automobile companies. Xpeng, in particular, has become the core label of its brand with its autonomous driving capability, which is its biggest technological advantage.
Huawei"Intelligence", "technology".The independent research and development strength is quite strong, and its core products are the Hongmeng car machine system, the DRIVE ONE three-electric system and the HI version of intelligent driving assistance. You know, Huawei's BU business needs to spend more than $1 billion a year, with a direct investment of 7,000 people and an indirect investment of more than 10,000 people, of which 70 R&D personnel are developing intelligent assisted driving. This kind of investment is incomparable to other new car-making forces, so in terms of intelligent driving, Huawei is likely to form a fault lead in a few years.
In addition, in addition to the automotive industry, Huawei has also made layouts in many fields such as communications, chips, and software operating systems, and its technical level represents China's top technical level. Therefore, from the perspective of industrial integration and scale effect, Huawei's technology and chain in many fields can be shared. The technological impact of horizontal expansion will form a technological inhibition on the new forces in the automobile manufacturing industry, which is undoubtedly a devastating blow to the new forces.
In addition, the domestic auto market has entered the second half of the year, and this breakthrough game is becoming more and more intense, which is a battle of life and death. As a result, many brands view market share as more important than short-term profits, and often trade price reductions for sales. After all, an unstable foothold will be eliminated at any time.
But the scary thing is that the new power gets its money from car sales, and Huawei, which has a diversified business, clearly has a stronger capital chain. This money is not only used for R&D, but also for marketing and profits, and even the "** war" Huawei can last until the end. Obviously, the size and scale of the new forces will be difficult to compete with Huawei.
In addition, Huawei's brand effect and influence are incomparable to the new power brand. In the current trend, many middle-aged and middle-class people with national feelings have given great support to Huawei's products. For the new forces of traffic anxiety, they are both jealous and afraid.
To the surprise of the new forces, Huawei spun off the car BU and set up a new joint venture with many traditional car companies. First of all, Changan invested in a new company, which also means Changan Group and its sub-brands(AVATAR, dark blue car, Changan Qiyuan, etc.). With a scale of millions, it will be very likely to use Huawei's smart products, which will greatly promote the promotion of Huawei's tire1 model.
Secondly, Huawei issued an invitation to Celis, Chery, JAC, and BAIC to open their shares, hoping that China FAW Group would join. This also means that Huawei's current partners with smart car selection and AI models can invest in new companies and continue the same cooperation model. Of course, other OEMs interested in using Huawei's component systems can also make equity arrangements in advance.
In addition, when more and more traditional automobile companies use Huawei's intelligent cockpit and intelligent driving system, this is equivalent to directly improving the average level of current domestic model intelligence. The new force has always been proud of its "sense of science and technology", and naturally it cannot become the "selling point" of the product, and the original wishful thinking has now failed.
At first, Tesla was the dominant player in the new energy vehicle market, but now BYD will sell more than 3 million units a year in China;Now Huawei and its allies have become another major force in the new energy vehicle market, and these competitors are far stronger than the new forces in car manufacturing in terms of capital and technology.
The new energy vehicle industry has entered the overtime stage. As a former "subversive", the new force is also facing the crisis of being subverted at any time. No wonder they are afraid of the "chrysanthemum factory". But I have to say that the space for new powers is getting narrower. Who will survive in the cracks then?Let's wait and see!What do you think of this?Welcome to follow "Ah Zhen Chat Auto" and leave a message in the comment area below to share your views.