Huawei has deployed more than 10,000 ultra-fast charging stations, and NIO has become a big loser in battery swapping
The power of Huawei's fully liquid-cooled ultra-fast charging.
Huawei's ultra-fast charging technology, which is entirely liquid-cooled, is an amazing technological innovation capable of charging electric vehicles at a speed of one kilometer per second. The technology has a maximum output of 600 kilowatts, which is more than double the power of superchargers currently on the market. Traditional superchargers such as the Tesla V3 Supercharger and the Porsche 800V high-voltage supercharger lag far behind Huawei's fully liquid-cooled supercharger in terms of peak power.
Huawei's ultra-fast all-liquid-cooled charging is incredibly fast. It only takes a cup of coffee to fully charge an electric car. Compared to the slow and fast charging that took several hours or even longer in the past, Huawei's ultra-fast charging technology is undoubtedly a huge boost to the electric vehicle market. In the past, many people were reluctant to buy an electric car because of the slow charging speed, especially those who did not have a fixed parking space. But now, with Huawei's all-liquid-cooled ultra-fast charging, this problem is solved.
What's more, Huawei's ultra-fast all-liquid-cooled charging technology is also compatible with a wide range of different vehicle models. After the launch of this technology, Li Bin, the founder of Azera Motors, may be nervous. Azera Motors has been promoting its unique battery swap model and has established more than 2,000 battery swap stations. However, each battery swap station requires an investment of millions or even hundreds of millions, as well as huge rent and labor costs. In addition, installing batteries between battery swap stations also requires a lot of human resources. From a technical point of view, this model is relatively backward, and at the same time, it cannot serve the models of other brands.
The impact and challenges of Huawei's ultra-fast fully liquid-cooled charging technology.
The emergence of Huawei's ultra-fast all-liquid-cooled charging technology is undoubtedly a big impact on Dujuan. If they continue to insist on the battery swap station arrangement, they will have to invest more money to continue to promote this expensive and non-universal technology on all models. However, if they abandon the energy exchange model, the cuckoo loses an important selling point. This will undoubtedly have a huge impact on the sales of cuckoos. By contrast, Dujuan's rival, Li Auto, has sold more than 40,000 vehicles a month and is profitable, while Dujuan continues to lose money.
What's more, with Huawei's support, AskWorld Auto is growing rapidly. Its monthly sales have surpassed NIO's, reaching 20,000 units. In today's highly competitive market environment, simply relying on stacking materials and increasing configuration is no longer an effective competitive strategy. More and more car brands are beginning to focus on the improvement of basic technology, which requires long-term accumulation and a large amount of capital investment.
For many car manufacturers, this is a defining moment. Only by increasing sales as soon as possible and entering the first echelon can we be invincible in the future market. Capital investment will also be more concentrated on core brands, and there will be fewer and fewer opportunities for second- and third-tier brands to compete. What's more, as Xiaomi cars are about to be introduced to the market, the automotive industry will also usher in a big **.
Conclusion: The launch of Huawei's ultra-fast fully liquid-cooled charging technology has undoubtedly had a huge impact on the electric vehicle market. With a charging speed of one kilometer per second and wide compatibility with different vehicle models, it has become a new benchmark in EV charging technology. For Dujuan, who adopts the battery swap mode, the emergence of Huawei's ultra-fast all-liquid-cooled charging is undoubtedly a huge challenge. NIO will face the dilemma of continuing to invest heavily in the layout of battery swap stations, or giving up the battery swap model and losing its competitiveness. For the automotive industry, only by continuously increasing sales and improving basic technology can we remain invincible in the fierce market competition. In the future, the auto market may show a trend of several major brands dominating, and there will be fewer and fewer opportunities for second- and third-tier brands.