Zhiyi Automobile Zhang Xuanmo.
Huawei and BYD fought in the second half.
With the penetration rate of new energy vehicles approaching 40%, industry competition and market focus have leaped from pure electric to intelligent era. The "volume" of the automotive industry has become an indisputable fact, and in such a white-knuckle battle, the two factions led by Huawei and BYD no longer save face with each other, and have entered the field to start a first-class war.
At the end of December 2023, at the M9 press conference, Yu Chengdong, the helmsman of Huawei's automotive business, announced in a high-profile manner, "The best SUV within 10 million, the best SUV on land is here." In the following functional explanation, Yu Chengdong used almost every highlight and every innovation"Leading Generation" and "Leading More Than a Generation".and other words, and the scene frequently sounded cheers of "far ahead".
Compared with the traditional luxury cars in the industry, the M9 combines a sense of technology and intelligence in depth, and gives a new definition of "luxury" through the blessing of self-developed technology. The M9 is equipped with 27 sensors, which have strong detection and rapid response capabilities, and can accurately identify vehicles, pedestrians, traffic signs, etc. According to the poster released by Huawei, the M9 was launched in only 2 hours, and the order exceeded 10,000, and the average conversion of more than one order per second was achieved.
It stands to reason that this cut-off point for a breakthrough in the industry should have been a celebration among peers, but the question industry ushered in more fierce competition and doubts. After the press conference, Zhao Changjiang, chief co-creation officer and general manager of the sales department of DENZA Auto, posted on his personal social platform:"We say two generations ahead, they say one generation ahead. ”
As a new joint venture brand between BYD and Mercedes-Benz, DENZA has shouldered the heavy responsibility of impacting the high-end market since its rebirth. The birth of the M9 is undoubtedly a shelf of "sharing the cake". This is difficult to accept for Denza, which has initially opened the market.
Entering 2024, Zhao Changjiang, who feels the pressure of fierce competition, continues to output on social media"Explain the two generations leading the Denza N7: the leading generation of intelligence refers to the integration of three intelligences; The leading generation of electrification, referring to CTB and pulse self-heating. ”
At the same time, in a recent interview, Zhao Changjiang also carried out a second "fire" towards Huawei and Ideal"The current M9 and L9 are incomparable with us, and the integration of intelligent chassis, intelligent cockpit, and intelligent assisted driving is the only one in the world. ”
At the time of the surging wave of intelligence, the new energy vehicle market is about to undergo sudden changes. On January 16, BYD Dream Day, Chairman Wang Chuanfu personally stood for BYD's intelligent strategy.
Perhaps in response to the rumors that BYD is difficult to defend the banner of "intelligence", Wang Chuanfu emphasized that BYD attaches great importance to intelligence, and now the intelligent driving team alone has more than 4,000 engineers, more than 1,000 people are responsible for algorithms and hardware services, and more than 3,000 people are responsible for the software part. In the field of intelligent driving, both the size of the team and the R&D capabilities are firmly in the first echelon in the world. According to market public statistics, BYD sold more than 57% of the intelligent driving system last year.
Obviously, under the successive education of Huawei, Xiaopeng, Tesla and other car companies, BYD has also caught up with the voyage of intelligent driving. In this regard, Wang Chuanfu declared that in the future, BYD will invest 100 billion yuan to accelerate the transformation along the route of comprehensive intelligence of the whole vehicle.
It is undeniable that intelligence is now a new outlet, and almost every car company is engaged in it. But as far as the real situation is concerned, except for the "rich and powerful" like BYD or the technical school like Huawei, it is very difficult to do it from zero to one.
In June last year, at the Future Automobile Pioneer Conference held in Shenzhen, Yu Chengdong saidExcept for giants like Huawei and BYD, whether the average company can survive is a question. In the era of automotive intelligence, only giants have enough resources to invest。He confessed that Huawei now invests at least 10 billion yuan a year in car manufacturing, and the R&D team is as high as 7,000 people.
There are many conditions for the mass production of intelligent vehicles, and various basic capabilities are indispensable, and only giants can put together a panorama of mass production capacity. Behind Yu Chengdong and Zhao Changjiang's "mouth cannons" of each other, it is actually the epitome of BYD and Huawei's competition in the finals. Who do you think will stand firm in the second half? Feel free to leave your thoughts in the comment section.
Zhiyi Auto original article, if you need **, please contact us.
On the Internet, if there is any infringement, please contact the author to delete*