[Summary].In the second half of the year, Huaweimate 60The explosion of the series has signaled the return of its chip production capacity.
Industry insiders said that everyone was worried about the risk of Huawei being sanctioned in the past, but recently saw that it has made a milestone breakthrough in the chip manufacturing process, and felt that Huawei's resilience is still very strong, which has also boosted confidence.
Recently, Huawei has stepped up its actions in the field of intelligent driving chipsbuIndependent marketization, increase partners, increase in growthbev+transformerresearch and development to increase its influence in the intelligent driving chip market.
For Huawei's return, most industry insiders believe that its strength lies in its self-closed-loop ability, whether it is the chip or the underlying algorithm, the strong ** chain system behind it is difficult to catch up overnight.
However, some industry insiders believe that Huawei's influence is limited, and the future market structure may form a situation where Huawei, OEMs and third-party manufacturers stand side by side.
In order to maintain autonomy, automakers may remain cautious about cooperating with Huawei, choosing only a limited number of projects to prevent Huawei from being controlled, and leaving room for other manufacturers to do the rest.
Overall, the current smart driving market is still in a highly competitive stage, with companies competing for computing power, market share, and seeking to establish partnerships with multiple parties, including establishing joint ventures, expanding channels, and maintaining networks.
With Huawei's entry, let this bullet fly for a while.
Here is the text:
In the second half of 2023, the Huawei Mate 60 series became a hot topic as soon as it was launched.
Behind this explosion, there is actually a signal: Huawei's chip production capacity is gradually returning.
Since 2019, due to US sanctions, Huawei has retreated in the field of intelligent driving. The withdrawal has also led to the stalling of many OEM projects that had previously worked with Huawei in favor of other domestic and foreign companies.
With the recovery of Huawei's mobile phone chip business, Huawei's recent trend in the field of intelligent driving chips has also improved. Industry insiders said that everyone was worried about the risk of Huawei being sanctioned in the past, but recently saw that it has made a milestone breakthrough in the chip manufacturing process, and felt that Huawei's resilience is still very strong, which has also boosted confidence.
In the second half of 2023, Huawei's smart car business will be upgraded to HarmonyOS Zhixing, and Huawei's car BU will start to operate independently, and a memorandum of investment cooperation will be signed with Changan Automobile.
Source: Qichacha.
By spinning off the car BU, Huawei will bring in external funds to share the costs, provide equity protection for partner car companies, and reduce car companies' doubts about the "soul theory".
In addition, Huawei has also stepped up research and development of BEV+Transformer technology. Its self-developed ADS high-end intelligent driving system, 1Version 0 uses the transformer-based BEV architecture.
And the latest 2In version 0, Huawei added its self-developed GOD network, which can integrate multi-sensor data such as lidar, millimeter-wave radar, and cameras to effectively identify special-shaped obstacles, thereby realizing intelligent driving without high-precision maps.
According to industry insiders, Huawei's large-scale return to the field of intelligent driving is also related to the country's macro policies in the future.
country in the futureyears havetrillions of dollars to transform the whole countryThe highway is similar to making all the highways intelligent, and encourages the completion of the entire supporting upgrade.
This means higher profits for Huawei and other manufacturers, and Huawei started as a communications company, and in the process of building infrastructure for autonomous driving sections, it is also its profitable business to set up signal towers every few meters.
Chang'an's cooperation with Huawei may also be related to Huawei's strong ability to adapt to macro policies.
For Huawei's return, most industry insiders believe that its strength lies in its self-closed-loop ability, whether it is the chip or the underlying algorithm, the strong ** chain system behind it is difficult to catch up overnight.
A person in charge of the ** chain in the automotive circle told Xinliu Think Tank that for Huawei, it has accumulated a lot of software experience and marketing network in the mobile phone market in the past, and now it is back, and many places are in its comfort zone.
However, Huawei's strong comeback does not necessarily hit the market like a flood.
According to an industry insider, Huawei's MDC capacity allocation for intelligent driving has entered the era of "planned economy", and it is necessary to first use the amount and then determine the production capacity. From this point of view, Huawei may also face some internal problems.
According to industry experts**, the future market pattern may form a situation where Huawei, OEMs and third-party manufacturers stand side by side.
On the one hand, Huawei's technology accumulation and full-stack development model make it highly competitive in the field of intelligent driving, which puts pressure on domestic companies. Some companies have even hired former Huawei employees to better cope with Huawei's long-term competition.
In this regard, some industry insiders said that the most difficult thing to reproduce the Huawei model is the entire system, and Huawei's system minimizes the role of people, so that when other companies only introduce a certain talent or a certain team, they cannot completely reproduce the "Huawei play".
Despite this, some industry insiders believe that Huawei's share of the intelligent driving chip market is uncertain. A very important reason is that once Huawei gets involved in a certain field, its strong position may dominate the entire market, which correspondingly reduces the voice of OEMs.
People familiar with the matter said that Huawei's style of play is saturation attack, using heavy resources to do one thing, not only to make chips, but also to do ecology, Hongmeng, and software.
In order to maintain autonomy, car manufacturers are cautious about cooperating with Huawei, and only choose a limited number of cooperation projects to prevent Huawei from being controlled. The rest of the project leaves room for other manufacturers.
In addition, once Huawei starts to move volumes, in order to be responsible for consumers and provide safe and reliable solutions, it needs to solve the problem of whether Huawei is responsible or whether the partner manufacturer is responsible for the problem of the car, which is an unavoidable point for the closed-loop user experience.
At the same time, the independent research and development of chips by OEMs has also become a market trend. Although OEMs have not yet fully realized full-stack resources, NIO, Li and others have begun to gradually close the loop of chips.
According to industry insiders, everyone wants to do full-stack self-research in the future, and as long as there is an opportunity, they are willing to do it themselves even if they are slow.
Therefore, Huawei may not be able to fully control the market, OEMs still have room to develop their own chips, and third parties also have the opportunity to sell their own products.
In fact, Huawei's competitiveness has its own unique playing style behind it
Industry insiders pointed out that Huawei has effectively controlled upstream and downstream resources by using its ability to localize the first chain, that is, the "dumpling" strategy. Huawei can emphasize the advantages of its national production to end customers, and this strategy has gained acceptance in the market.
When other manufacturers try to find similar resources, such as advanced chip production capacity, they will find that these resources have already been accommodated.
This situation is a huge obstacle for other localization efforts, because once the end customer accepts Huawei's national production concept, it will be difficult for other manufacturers to enter the market.
Now that Huawei has occupied the position of national production, what other manufacturers can look for differentiated competitive advantages?
Some industry insiders commented that IP and architecture are new breakthroughs in the future.
As far as Huawei's IP strategy is concerned, Huawei has purchased the permanent license of the ARM architecture on the one hand, and at the same time has conducted self-research on many key general-purpose IPs, demonstrating strong technology accumulation. In addition, Huawei is launching large-scale cooperation in the layout of domestic IP, showing a gradient of technology accumulation.
One of the major differences between Huawei and similar manufacturers is that Huawei's technology has accumulation and gradient, while most other manufacturers do not.
When the ban in the United States restricts computing power and performance, and Huawei occupies a dominant position in the domestic ** chain, how will the intelligent driving chip market develop in the future? Simply reducing costs is not a long-term solution, differentiation is the key.
In the second half of intelligent driving, the role of manufacturers is changing. At present, the intelligent driving chip market is in the stage of competing for computing power, market grabbing, establishing joint ventures, and expanding channels and relationship networks.
With Huawei's entry, let this bullet fly for a while.