Who did Huawei annoy? The five major car companies are dissatisfied!
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Huawei has been in the automotive industry for years, but it has never been one"Do it yourself"is a smart solution provider, and Huawei has repeatedly emphasized this.
In theory, it is mutually beneficial for Huawei to provide technology solutions to automakers. However, judging by the reaction of major automakers, all this came as a surprise. Employees of the five major automakers are speculating about who Huawei has hired and with whom to do business.
Huawei's view on the automotive industry.
In the automotive space, Huawei seems to be crossing the line, but it has a unique advantage.
Huawei has accumulated rich experience and technologies in the fields of artificial intelligence, cloud computing, and big data, and has provided strong support for the intelligent, connected, and digital transformation of the automotive industry. For automakers, this will enhance the smart and connected features of their vehicles, improve the user experience, and improve safety and driving comfort.
Therefore, from the unmanned driving of LiDAR to the intelligent cockpit of Omnicom, from hardware to software, Huawei has rapidly entered the automotive industry. Huawei provides all the technology, while the only automotive module is produced by the manufacturer. In other words, the automakers are"Torso", Huawei is"Soul"。
Huawei's business philosophy in this area is to use state-of-the-art information and communication technologies to help automakers produce better automotive products.
It turns out that Huawei's choice is correct and has achieved good results. For example, the manufacturers of the Winner series and the Winner M9 are constantly breaking sales records, and as long as the production capacity is sufficient, sales are not a problem. Some in collaboration with other automakers"Jay"The model has also been well received by the market, and it seems that Huawei and other automakers are having a good time.
But is that really the case? On the surface, it is calm, but in fact it is chaotic.
Problems faced by car manufacturers.
Huawei wants to use its own technology to cooperate with automakers, while Huawei, which is responsible for the digitalization of smart cars, only needs to provide automotive modules. However, this cooperation plan has long been opposed by Chen Hong, chairman of SAIC, who said that Huawei's unmanned driving technology will not use it, it wants its own"Soul"。
SAIC is a leading company in China's automotive industry, and Chen's words will naturally cause discussion. Even now, they are worried.
In response to Huawei's advertisement, Zhu Huarong, president of Changan Group, said:"This ad doesn't make sense"。Zhu Huarong said that this is mainly due to the poor performance of **ita, which was developed in cooperation with Huawei. In 2023, the sales volume of **ita is only 2770,000 units, compared to the original plan of 100,000 units.
As for Chery, there are rumors that the Zhipao S7 has encountered bottlenecks in the production process, and Huawei has failed to deliver software to Chery in a timely manner, resulting in the Zhipao S7 failing to meet the expected sales. However, Chery denied these rumors, but this did not change the contradiction between the two companies.
Polar Fox, a brand jointly created by Huawei and BAIC Group, has attracted attention from the beginning, but now it has gradually faded into obscurity.
NIO has cooperated with Huawei for so many years and has lost 15 billion yuan, but NIO's AskWorld has done well. For a long time, NIO and Huawei have been inseparable, after all, many consumers buy AskWorld cars because of Huawei's technology, while NIO is holding back.
SAIC, Changan, Chery, NIO, and Jihu, the five major car brands, all have their own concerns, and Huawei has strong technology, but it is in the hands of others, making itself very passive. Huawei doesn't necessarily offend anyone, but it does what it should do. If Huawei wants to change all this, it can only be the result if it is fully recognized by car manufacturers.
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