Suppose I sayHuawei will become the "locomotive" of the intelligent automotive industryDo you see it?
In recent years, Huawei has made a name for itself in the automotive field, although Huawei's car manufacturing was vetoed by Ren ZhengfeiHuawei's new move has marked a major turning point in this issue.
Huawei announced this major move on the car BU less than 3 days agoThe Zhijie S7, which uses Huawei's valet parking technology, automatically drove into the press conference, and the audience once again shouted a deafening "far ahead".
Some say this could change the industry, allowing Huawei to take the lead in automotive as well.
Is it true?Why does Huawei keep saying that it does not build cars, and why has it done so many things over the years?What is this initiative?Let's take a look at each of them.
In 2013, Huawei began to get involved in the automotive field, and in the first few years, Huawei was mainly engaged in the automotive field, focusing on the Internet of Vehicles. In 2015, it became the first car networking company of Audi and Mercedes-Benz, and later Yu Chengdong said that he had withdrawn because of sanctions.
In 2019, Huawei was officially established, which is now famousHuawei's Intelligent Vehicle Solution Business Unit(car bu). After that, in 2020 Huawei releasedHi, a brand of smart car solutions(huawei inside) 。It was at that time that Ren Zhengfei issued a document to emphasizeThe news came out that Huawei does not make cars.
OutsideI don't think soWhether Huawei will enter the automotive industry has caused controversy for a while. Moreover, Huawei's series of actions after that did not look like not making cars.
In the last three years,Huawei HI's Jihu, AVATAR, Huawei Zhixuan Cialis SF5, AITO Wenjie M5, M7 and Zhijie S7 are frequently released,There are also those that are about to finale at the end of the year"The King of Science and Technology" asks the M9.
Huawei, which is gradually showing the trend of car sea tactics,I think it's just under the slogan of "Huawei doesn't make cars, but helps car companies build good cars."Behind this,It is a gradual exploration of automobile manufacturing and the gradual penetration into the production process of automobile companies.
But Huawei's ambitions may not stop there. This new initiative is the cooperation with Chang'an.
There have been one after another earlierHuawei will "car bu**" and "Changan take a stake in Huawei" and other false news came out.
In August this year, rumors about the car BU business were refuted.
And this is on the heels of Huawei's recent moveIs it to tell everyone that what I have refuted is true?
On November 24th,Huawei and Changan signed a Memorandum of Understanding (MOU) to establish a new joint ventureAlmost all of Huawei's car BU business was transferred to this new company. It is reported that a formal contract will be signed in half a year.
After this moveHuawei's in-depth alliance with Changan Automobile and other brands is expected to go further, and at the same time, it has issued invitations to old partners such as BAIC, Celis and Chery, and hopes that China FAW will join.
Hua has ceded its shares and technology to attract car companies to join in the capital injection, and everyone will build cars together and become bigger and stronger. Huawei does not promise not to build cars, and perhaps car companies are really not at ease to cooperate with it.
And Huawei launched it on November 9HarmonyOS ZhixingIntegrate and upgrade smart cars. It makes people think that it is a move to increase the control of cars in their own ecology, andPrepare to build a car and overturn the "never build a car" rhetoric.
On the other hand, if Huawei wants to further iterate on technology and give full play to its advantages to improve the competitiveness of smart cars, it will inevitably intervene in the workflow of car companies and penetrate into all aspects of car manufacturing, in which its dominance may be infinitely amplifiedDoes this really fulfill the promise of "not making cars"?
The various models that originally relied on Huawei's technical support may make car companies lack their core genesThis depends on how car companies choose whether to use Huawei's technology or not.
And now, Huawei has handed over its genes in reverse, showing sincerity, I will empower you as a technical businessman, you keep your genes, and everyone will enter the game and share the cake together. In this way, there is a good chance that the next thing will be createdHuawei, and car companies that do not join the Huawei system form two major factions;But on the way to commercialization,We would like to see domestic cars present a blue ocean market, rather than a red ocean.
So many resources are integrated, and they are all tied together. Huawei's bold operation once again shows the world its sophistication and far-sightedness, and why it has become a leader in many fields.
Huawei has also implemented the style of "willing to spend money for employees".Employees who are transferred to the new company will be given an N+1 compensation mechanism, retain Huawei shares, and will also enjoy Huawei dividends and an additional 4 months of signing fees.
After the technology and other "goods" were spun off to the new company for sale, Huawei's in-house car BU is still therePeople familiar with the matter said the restThe core R&D personnel and part of the intellectual property rights will not be vested in the new companyMr. Yu will not continue to manage the new company, and Huawei has remained conservative in the midst of its radicalism.
The spark sown in the automotive industry has spread to this day, just like the original fire to the entire mobile phone market, and the next Huawei will even go to the leading group of companies.
What makes Huawei full of confidence is its brand audience, the futureAfter Huawei's solution car is rolled out and expanded in the market, it will have the same effect as a mobile phone, and everyone is coming for Huawei and Hongmeng. This has already begun to emerge in the existing Huawei Smart Car.
I think Huawei's ambitions will be the same as those of Bosch and MicrosoftThe number of roads of the former is that my smart car related components and technologies will be the best to all car companies, and the latter is to let all the hardware be connected to my ecosystem. Assuming that this bureau is really bigger and forms a closed loop, the scale will be very considerable.
The day before the signing of the memorandum, when it was rumored on the Internet that Changan would invest 300 billion yuan in Chebu, Changan Automobile's share price was once close to the limit. After the announcement was issued, Changan Automobile had a continuous daily limit on the same day. According to relevant sources, the valuation of the new company exceeds 250 billion yuan.
Chang'an**Continue**.
This disguised ** car bu is the causeHuawei has been investing in the development of its smart car business, and its benefits so far are negligible compared to R&D expenditures, and funds are needed to cover R&D expenditures. In the first half of this year, the sales revenue of Chebu was only 1 billion yuan, which is only a fraction of the total sales revenue of 310.9 billion yuan in the first half of Huawei's entire business.
The combination of a new joint venture company can also be understood as abandoning the car to protect the handsomeSo that the car bu can get the capital of the "big change", and,This is not a bad thing.
Why?In the four years since its establishment, Huawei's automotive BU has developed rapidly and its technology has developed to one of the best in the industryThere is also an urgent need for better and more platforms to promote their technology.
Huawei's vehicle BU revenue in 2022.
At the same time, the solution model of the car BU is caused to a certain extentHuawei's internal manpower is dispersedIt is necessary to transport and mobilize technical personnel to the car company to solve related problems. Now that a new company has been established, the technical personnel will be integrated and will not be dispersed, and partner car companies can focus more on car manufacturing.
Whether it is a traditional car company or a new force, enterprises with the strength of OEMs are familiar with large-scale car manufacturing, while Huawei and others are better at R&D and exporting technologies and solutionsIf the two are deeply cooperative and divided, then the entire automotive industry chain will develop more efficiently.
The M5 is leaving the factory.
Once constrained by design and technology, there are also old concepts such as "foreign brands are better", so that domestic cars can only take the cost-effective route. Nowadays, there are more and more domestic cars that combine the advantages of design, technology, product strength, electrification and intelligence, and cost performance, which provides consumers with more choices.
After this battle, whether Huawei will really let go of its hands and feet to build cars will continue to cause discussion and speculation. Some netizens even imagined whether Chang'an would launch a product with Hongmeng car machine + Weilai battery swap next;Will Geely take a stake in the much-criticized ZEEKR car machine to receive technical support from the Hongmeng cockpit.
At the same time, such a combination of shares, mutually beneficial and win-win cooperation to create the progress of domestic cars, andRelying on the strong domestic industrial system, China's automobile industry is moving towards the sunrise and gradually gaining a foothold in the first echelon of the overall marketThe future is entirely possibleIt replaces the traditional established and joint venture brands that dominated most of the market in the era of fuel vehicles.
GlobalAutomobiles have a long history of development, and nowadaysThe mechanical platform is gradually coming to an end, and the digital intelligent platform is on the scene, and the car will have a self-Xi learning brain, and realize intelligent interconnection and assisted driving at all ends through continuous software and hardware changesIn order to achieve the ultimate implementation of autonomous driving without taking over.
How long will it take to go from intelligent driving to autonomous driving?This question has recently received a positive response.
The four ministries and commissions issued a notice on the pilot work.
The relevant departments are inA "pass" was issued last month, the document is no longer a conservative word such as assisted driving, butAutonomous driving,It also clarifies the subject of responsibility in different situations.
All this will enable Huawei, Xiaopeng, Xiaomi and other brands to develop intelligent driving technology to get a wider application space. The pilot policy has been implemented, so it may not be far from commercial use, and it will be inevitable.
Chang'an, as a representative of the rumored Chongqing SASAC and Huawei to negotiate cooperation,This part of the domestic traditional car companies can make up for the vacancy in intelligent and intelligent driving in the past.
Perhaps in the future, more traditional car companies will follow Huawei to obtain technical support and realize autonomous driving, but weI don't want to see the car market go through the past of the mobile phone marketAfter a fierce fight, Nokia, HTC, LG and other old brands have fallen;Instead, each brand presents healthy competition and creates differentiated and excellent products, so the ultimate benefit will be consumers, and it will be the people who use smarter cars and get more advanced technology.
Recalling that Yu Chengdong was alone and disagreed with Huawei's high-level decision not to build cars, it was only not long ago. In the blink of an eye, Huawei, which became the leading automotive manufacturer next, and the chassis technology that came out with the new car once again showed the professional level of Huawei's automotive technology.
Maybe Huawei really has the ability to subvert cars and end up in person?I think that's something to look forward to.