Kunpeng Project
Huawei plans to establish a new company to focus on the R&D, production, sales, and service of intelligent driving systems and incremental components.
As a world-renowned technology company, Huawei's commercial development in the intelligent vehicle business means that it will usher in new development opportunities in the field of intelligent and connected vehicles. With the addition of Changan, JAC, BAIC, Chery, Cialis, FAW and other car companies, the new company will form a joint effort with partners to make money, develop together, and promote the progress of the entire industry.
As can be seen from the announcement, Huawei's car manufacturing model is not the same as that of traditional car manufacturers. Focusing on the development of the software field, Huawei has positioned itself as an open platform for the automotive industry to participate by providing technologies and capabilities such as intelligent driving solutions, intelligent cockpits, digital platforms, and intelligent vehicle clouds.
At the same time, Huawei is also actively attracting strategic partners, car companies, and other investors with strategic value to participate in order to achieve equity diversification. This open cooperation model will help promote the development of the entire automotive industry and allow more OEMs to benefit from Huawei's technology and capabilities.
Compared with the traditional parts company, Huawei's role is more diversified and integrated. Huawei not only provides components, but also provides intelligent components and solutions, and conducts joint research and development with car companies to maximize profits. This model is no longer the Bosch model that everyone used to think, and the business model is to supply traditional parts as a business model. Huawei focuses on the development and innovation of intelligent software, and works closely with partners to promote the intelligent process of the entire automotive industry through continuous iteration, upgrading, and development.
Today, Huawei's smart car business model has certain similarities with the business model of ASML, a leading lithography machine company. ASML's business strategy is to sell its products to the outside world by making its major customers shareholders shareholders and fully satisfying their needs. Huawei also hopes to build an industrial platform to jointly promote the development of smart vehicles through cooperation with automotive partners, especially those with strategic value. This business model has good prospects and can effectively promote the coordinated development of the entire intelligent vehicle industry chain.
In the Inspector's view, the development of Huawei's smart car business is a positive and strategic move. By establishing a new company and attracting more partners to participate, Huawei will further expand its influence in the field of intelligent and connected vehicles and promote the joint innovation and development of the entire industry. At the same time, for car companies that cooperate with Huawei, they can benefit from Huawei's technology and capabilities to enhance the competitiveness of their products. This is of great significance for the development of China's intelligent car industry. As an open platform with the participation of the automotive industry, Huawei is expected to become the locomotive for the development of China's smart automotive industry.
The establishment of the new company is not only for the purpose of development and external financing, but also to play the role of maximizing the interests between Huawei and other car manufacturers. Huawei's automotive BU has transformed from a provider of technical software and hardware solutions to a demand-supply convergence community, officially positioned as an "open platform for the automotive industry to participate in", and shares open technologies and capabilities with the entire industry.
The new company's business scope includes automotive intelligent driving solutions, intelligent cockpits, intelligent vehicle digital platforms, intelligent vehicle cloud, AR-HUD and intelligent car lights. Compared with Bosch, a traditional component manufacturer, Huawei's focus is more on the software field. The profit added value of intelligent software is also higher.
With the addition of partners, Huawei's influence in the field of intelligent software will be even greater. Huawei is not only concerned with the brand itself, but also influences the entire automotive industry. This is also in line with Huawei's long-standing strategy to promote the development of the entire industry through technology and partners, rather than just focusing on its own interests. For car companies that cooperate with Huawei, they can obtain Huawei's technology for the first time and apply it to their own brand cars. At the same time, the new company will become an industrial platform where Huawei can drive the entire industry through its own R&D capabilities. Such a cooperation model can bring a closer community of interests, and all parties can jointly inject more resources to jointly promote the development of the entire industry.
Compared with Bosch's business model, Huawei's car manufacturing model is more suitable for Huawei's current definition of automobiles. Bosch focuses on the hardware field and makes standardized components. Huawei, with the intelligent driving system as the core, will have the opportunity to dominate the software field.
Overall, Huawei's intelligent vehicle business is officially on the track of commercialization, and the establishment of the new company will further promote the development of intelligent networked vehicle technology and drive the innovation and upgrading of the entire industry. This is in line with the trend of China's auto industry to intelligent and electrified, and will also bring consumers more advanced and intelligent automotive products and services.
As the future of autonomous driving comes to life, Huawei hopes to work with more car companies to build an open platform that will not only quickly form a unified standard in the industry, but also popularize new technologies more quickly, thereby accelerating the arrival of autonomous driving.
It can be said that Huawei has already served the dishes on the table, and the car companies that do not sit at the table are likely to be drooling from the side in two or three years.