Is Huawei, which has always promised to "never build a car", going to start building a car?
In response to the above rumors, a person close to Huawei revealed that Huawei only invests in technology and will not do equity business. He also stressed that Huawei invests in technology and technology companies to buy technology, so it is basically impossible to invest in Changan Weilai.
"Many car companies want to pull Huawei to set up a joint venture company, but Huawei has always disagreed."
From this perspective, the high probability of this rumor is the wishful thinking of car companies. But is this really the case?
Now Huawei "does not build cars"
The industry has been discussing whether Huawei should build a car for a long time. In order to carry out smart car business smoothly, Huawei has made it clear in many public occasions since last year that it will not build cars. In order to dispel the doubts of the OEM, Huawei even wrote "car-free" into the development strategy of the enterprise.
During the 20 19 Shanghai Auto Show, Xu Zhijun, the rotating chairman of Huawei, personally announced that Huawei would not build cars in full view of many car companies. He said that Huawei should help car companies "build" cars and build "good cars". At that time, Huawei established its position in the automobile industry chain, that is, to be an incremental parts supplier of intelligent networked vehicles.
Since then, from 2065438+April 2009 to the present, Huawei executives have been emphasizing Huawei's commitment not to build cars on different occasions.
20 19 10 At the World Intelligent Networked Automobile Congress on122, Xu Zhijun, the rotating chairman of Huawei, once again stressed that Huawei's strategy in the automotive field is to help car companies "build" cars and build "good cars".
Wang Jun, president of BU, Huawei's smart car solution, also said: "Huawei does not build cars, but our mission is to help car companies build good cars."
In the press release issued to the outside world, Huawei has repeatedly emphasized that "focusing on ICT technology and helping enterprises build cars and cars" is its development philosophy.
It can be said that the whole company is unswervingly implementing Huawei's commitment not to build cars. It was also from the announcement that it would not build a car that Huawei defined its position and released many achievements in the past year.
Specifically, Huawei's smart car business consists of hardware and software, of which software research and development is the core.
In terms of hardware, Huawei has MDC hardware developed based on autopilot platform, which integrates Huawei's self-developed Kunpeng CPU and Shengteng AI processor, and is equipped with self-developed intelligent driving OS. It is an open, standardized and serialized autopilot computing platform product.
At present, Huawei MDC intelligent driving computing platform has joined hands with partners to establish cooperation with 18 mainstream car companies and Tier 1, covering a variety of intelligent driving application scenarios such as passenger cars, commercial vehicles and special work vehicles. The most typical example is that Huawei and Audi are conducting a series of self-driving road tests.
Huawei also has a big killer in the hardware field: self-developed lidar. According to Huawei, at present, the 10,000-person team of Huawei Wuhan Research Institute is studying the technology in the field of optoelectronics. Huawei also set up a research team of lidar in this team. Huawei's goal is to realize 100 line and 200 lines in a short time at a cost of $500 or even lower, and support all smart cars equipped with lidar.
In terms of software, Huawei currently focuses on the electronic and electrical layer and the basic software platform layer, and builds a digital system architecture (electronic and electrical architecture) to enable car companies to develop smart cars efficiently.
According to the usage scenarios of the cockpit, Huawei built the HarmonyOS cockpit operating system HOS, which decoupled the software and hardware of the cockpit and opened it to the north and south. Basic services are developed for core competencies such as voice interaction, visual recognition and audio optimization, which are open to upper-level applications and support the joint definition of open interfaces with car companies. When cars no longer need people to drive, the core competitiveness of car companies will shift from providing driving experience to providing car experience.
For car OS, Huawei developed the intelligent vehicle control operating system VOS, which made the smooth migration of the original ECU system code and the centralized development of multiple ecus simple and efficient. Compared with the existing operation, Huawei VOS will be more open, and the basic OS will be open source, which will help the car factory to achieve self-control.
In order to promote the development of intelligent driving, Huawei has also developed an intelligent driving operating system AOS to meet the core requirements of intelligent driving software development such as ecology, vehicle regulations and data-driven development. It has passed ASIL-D. & amp？ EAL5+ certification supports a rich AI native development library, which makes the development of intelligent driving system more efficient.
It is reported that the new architecture developed by Huawei for car companies has many benefits. For example, it is estimated that 15%-20% of the harness weight and length can be saved, and the number of ECU can be reduced due to centralization; It can also shorten the time to market and shorten the research and development cycle of models to 6-8 months; On this architecture, we can realize the continuous evolution from L0 to L4 architecture.
The obvious benefit of Huawei architecture is to help automobile manufacturers speed up development and reduce development costs.
It can be seen that Huawei has penetrated into car companies and Tier? 1 The strategic highland guarded by-vehicle electronic and electrical architecture. In the era of software-defined automobile, the electronic and electrical architecture is undoubtedly the core competitiveness of automobile enterprises. Huawei helps car companies develop core technologies. Can it also explain that it is an indirect car?
Huawei works closely with Chang 'an.
Changan Weilai has always been regarded as the cornerstone of breaking through the high-end bottleneck by Changan Automobile. This company was established on June 20 18 by Wei Lai and Chang 'an * * *, and its headquarters is in Nanjing, Jiangsu Province. At the beginning, Weilai and Changan each held 45% of the shares, and the remaining 10% was held by the founding members.
The initial high-level composition is that the chairman is Li Bin, founder, chairman and CEO of Weilai Automobile, the vice chairman is Li Wei, executive vice president of Changan Automobile, and the CEO is Yang Fang from Changan.
Changan Automobile has placed high hopes on Changan Automobile in public more than once. Tan Benhong, executive vice president of Changan Automobile, said: "Through cooperation with partners, Changan Automobile must become a mid-to high-end brand." Yang Dayong, the current general manager of Changan New Energy, once said that "Changan's high-end brand is under the responsibility of Changan Weilai team".
However, in the past two years, Changan Weilai has actually made no substantial progress and has no relevant product planning. Changan and Weilai may have differences on the development of Changan Weilai. Guangzhou Automobile Weilai, which was born in the same year as Changan Weilai, has launched products at present, but in the "up and down attack" between Guangzhou Automobile and Weilai, there is almost no living space, and the products are almost unattended, and there is almost no sense of existence in the market.
With the lessons of GAC Weilai. Chang 'an Weilai has obviously been unable to implement the original strategic policy. Chang 'an and Weilai also parted ways. In June this year, Li Bin stepped down as the chairman of Changan Weilai, and Li Wei, the former vice chairman, also withdrew. The new chairman is Tan Benhong, executive vice president of Changan Automobile. At the same time, the registered capital of Changan Weilai increased from 98 million yuan to 654.38+88 billion yuan, an increase of 92%.
Weilai withdrew, and Changan began to fully control Changan Weilai. Where is the future of Chang 'an Weilai? Chang 'an may have a plan in mind.
Before and after the release of the third business plan at the 20 18 Beijing Auto Show, Changan Automobile almost reached heavy cooperation with top domestic technology companies including Huawei.
2065438+April 2006, Changan and Baidu signed a strategic cooperation on smart cars, and Baidu's three core application platforms, CarLife, MyCar and CoDriver, will be installed on Changan Automobile; 20 17 July, the cooperation between Changan and Baidu began to deepen and began to penetrate into the field of autonomous driving. Changan automobile officially joined Baidu Apollo program and cooperated with Baidu to develop production cars.
On 20 17 10, Changan Automobile and Alibaba reached a cooperation, and the two sides launched strategic cooperation in three aspects: smart car networking platform, car networking service and corporate socialization. In addition, the two sides will establish a joint laboratory to conduct research and development in artificial intelligence, vehicle applications and information security.
2065438+In April 2008, Changan and Tencent copied the cooperation model between Alibaba and SAIC, and the two sides established an intelligent networked automobile joint venture and cooperation company. This joint venture company is called Wu Tong Chelian, and its headquarters is in Beijing. According to the plan, the car networking products developed by Wu Tong Car Federation are mainly carried on the latest products of Changan Automobile.
20 18 65438+ 10/01,Changan Automobile signed a strategic cooperation agreement with Huawei, China Mobile Communications and China Mobile Internet of Things Co., Ltd. in Chongqing to comprehensively carry out the joint development and research of LTE-V and 5G vehicle networking.
2065438+In July 2008, Changan announced the establishment of a joint innovation center with Huawei. The two sides will explore and cooperate in vehicle mobile communication system, multi-terminal interconnection, vehicle operating system development, vehicle chip development, vehicle networking evaluation system standard construction, and new energy technologies. The mass production of on-board operating system and on-board chips is realized on Chang 'an vehicles. At the same time, the two sides will continue to cooperate in the fields of industrial Internet and ICT infrastructure.
20 19 1 month, the joint innovation center, the crystallization of cooperation between Changan and Huawei, was officially unveiled. The cooperation between Chang 'an and Huawei has been further deepened. In the field of intelligence, the two sides will conduct more comprehensive and in-depth cooperation on more than 10 forward-looking technologies such as L4 autonomous driving, 5G car networking and C-V2X, so as to provide users with a smarter experience; In the field of new energy, * * * will build a world-class and leading intelligent electric vehicle platform in China.
It can be seen that Huawei has established comprehensive cooperative relations with Alibaba, Tencent, Baidu and Huawei in the last three years. However, in the final landing result, it is a bit of thunder and little rain. Joining hands with Baidu, as a result, it is difficult to see the shadow of Chang' an in the driverless taxi that Baidu tried to run; Established a joint venture with Tencent, and as a result, Auto WeChat was loaded on Changan, Haval and GAC Chuanqi at the same time; Backed by Ali, Ali took a fancy to the whole market and began to operate his own car networking company Zebra Network independently.
Judging from the results, the relationship between Baidu, Tencent and Ali began to fade after walking around with Changan Automobile. At present, only Huawei has no deep friendship. How to operate the joint innovation center established by both parties is expected.
Previously, Changan Automobile's annual brand day originally planned for the end of August has been postponed. With the change of the equity of Changan Weilai and the news of the cooperation between Changan and Huawei, the release date of this brand suddenly increased the suspense.
Where is the connecting flight?
Huawei has actually broken its word.
From 1995, Huawei is at the beginning of the development period from 1994 to 20 10. This year, Huawei started product research and development in the wireless field, and used the GSM protocol in advance. In the same year, Huawei's team began to apply for the development of GSM mobile phones, but Ren objected. At that time, in order to let Huawei produce mobile phones, the former Ministry of Posts and Telecommunications even took the initiative to ask Huawei to independently develop and produce mobile phones, and issued mobile phone production and sales licenses to it, which was later refused. Since then, Huawei Wireless Business Department has repeatedly submitted mobile phone project reports, but all of them were rejected.
At that time, the decision that "Huawei will never be a terminal" also made Huawei miss the golden opportunity of mobile phone research and development.
After entering the new century, the inflection point began to appear. In 2000, Huawei cooperated with Motorola to do the original commissioned production of the latter, but the products were sold under Motorola's trademark. This allowed Huawei to take the first step in independently producing mobile phones.
200 1 In the same year after joining the International Telecommunication Union, Ren began to reflect on the stubbornness of Huawei's terminal project. Finally, at the meeting of "Ten Points of Enterprise Management of Huawei Company in 200012002" held in June, 2000/kloc-0, Ren admitted that he had made mistakes in CDMA, PHS and mobile phone terminals in the past, and apologized to the senior cadres attending the meeting.
Since then, Huawei has established an independent mobile phone business company, which is now Huawei Terminal Company. After more than ten years of development, Huawei's mobile phone business has stood at the top of the world.
At the end of 20 15, Huawei announced that its smartphone shipments exceeded 100000 units, 30 times that of 20 10. It became the first mobile phone manufacturer in Chinese mainland to ship more than100000 smartphones, and the third largest smartphone manufacturer in the world after Samsung and Apple.
In 20 19, Huawei shipped 240 million mobile phones worldwide, surpassing Apple and only lagging behind Samsung, becoming the absolute strong player in the smart phone market.
Huawei, which once vowed not to make mobile phones, has now become the overlord of the world mobile phone market; Do you really believe Huawei, which has vowed not to build cars now?
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.