If we have heard the story of "wolf coming" since childhood, Huawei, once known for its wolf culture, seems to be encountering the argument that "the wolf of the tram is coming".
This question has been debated for several years:
Will Huawei build a car by itself?
There are always people who expect Huawei to build cars. What Huawei means is probably:
Yes, but it's not necessary.
On March 8th, AITO released a holiday poster on its Weibo/WeChat official account platform, which officially launched the brand-new slogan "Huawei asks the world"-instead of the previous "high-end brand" AITO.
At the same time, Huawei terminal also vigorously and quickly forwarded this Weibo.
Some netizens said that this is AITO's "Don't pretend, showdown, I am Huawei", and the chrysanthemum bidding is just around the corner, so the owners no longer have to deduct the bid silently. But it seems that this is not the case. Huawei and Cyrus responded quickly that day:
"I'm not, I'm not, don't talk nonsense."
Huawei said that it didn't mean to seek hegemony, but just made an exciting new model-
"Huawei is Huawei's eco-car brand and a brand-new business model pioneered by Huawei. Huawei provides core software and hardware technologies such as electrification and smart parts. Through product definition, user experience, quality control, channel retailing and brand marketing, it helps car companies to sell good cars, help them achieve commercial success and drive the large-scale sales of Huawei smart car parts. Translated into vernacular: cars built in cooperation with Huawei in the future, even if they are different brands, are called the world. Not only has the tail logo changed, but the signboard of the store is also "Huawei asks the world", which is officially ranked C.
In addition, not long ago, Yu Chengdong reiterated that "Huawei doesn't make cars", saying that Huawei's investment in Cyrus is increasing instead of decreasing-under the mode of intelligent selection, Cyrus, which has the earliest cooperation with Huawei, the deepest accumulation and the richest products, will certainly benefit the most.
In the words of French newspapers, it is that the supreme Majesty Huawei is about to arrive at his loyal Cyrus.
After all, on February 25th, Cyrus and Huawei signed a deepening joint business agreement, in which Huawei defined products and Cyrus developed models.
The goal of both parties is to "achieve 654.38+0 million production and sales in 2026", and launch a brand-new platform flagship model this year.
Wenjie M9
The flagship of this brand-new platform is rumored to be Wenjie M9, with larger class size, no endurance pressure for extended range, Huawei family bucket and more advanced automatic assisted driving system, which is an ideal "nine-word generation" such as L9/ Tucki G9.
At the Huawei P60 mobile phone conference on March 22nd, Huawei may launch an enhanced version of M5 "by the way". Only the "enhanced M5" equipped with a single laser radar (whether this laser radar is Huawei's self-developed 96-line is unknown) may not be Huawei's genuine "HI autopilot solution".
However, considering the current auxiliary driving ability of M5 weak chicken, it is always a good thing to have stronger perception.
M5 single lidar version
Judging from the global sales trend, it is not easy to break through the annual sales of 654.38+ 10,000 vehicles.
In this case, in order to achieve the annual sales target of 6.5438+0 million vehicles in Yu Chengdong, Huawei Auto Ecology needs to cooperate with at least ten more car companies.
"Building a car" is better than "building a car"
Now Huawei has made up its mind to launch the brand "Huawei Face". Guangzhou Automobile and Chery, which have officially announced their cooperation with Huawei to build cars, and even the polar fox, which may have to be renamed and its thighs tightened, may launch more and stronger "Huawei Face XX".
Suspected Huawei Chery EH3
According to @ Torpedo 2954, the car that Chery cooperates with Huawei will adopt 800V platform, integrated die-casting chassis and four-wheel drive/front double wishbone five-bar air suspension.
Huawei and JAC cooperated to build a factory in Anhui to jointly develop a new generation of high-end intelligent electric vehicles. Yu Chengdong said in an interview: "Jianghuai will become the second car company to cooperate with Huawei in intelligent seat selection mode after Celeste."
It can be predicted that, with the promotion of Yu Chengdong, the circle of friends of Huawei's smart car selection continues to circle.
Teacher Yu once said emotionally on different occasions, providing customized development according to the requirements of car companies. The cycle is too long, Huawei's personnel cost is extremely high, and the coordination ability of different car companies is also very uneven. The end result is often that he didn't make any money or even make friends. Joining hands with car companies to provide ICT technology empowerment that is as standardized, universal and modular as possible is the direction of Huawei's car manufacturing.
This is a "unified series of different brands" that has not been seen in the automobile circle for a long time, just like the half-brothers in the matriarchal society, much like Aston Martin, Lotus and BMW are all "007 cars".
You can't say that Huawei's gameplay is illogical and self-consistent. You can only say that it may not be compatible with emergencies-different car companies and different brands of cars are deeply involved by Huawei, using Huawei's technology to sell in Huawei's channels. How does Huawei achieve "differentiated car making"?
For example, in Oita, which will further strengthen cooperation with Huawei, Renren is equipped with a full version of "Huawei's automatic assisted driving solution" and entered the offline store of 20+ Huawei in the first half of the year, with a Chinese content only higher than M5.
Oita 1 1
However, in Aouita's "CHN" iron triangle, Changan/Contemporary Amperex Technology Co., Ltd. is the major shareholder, and Huawei is equivalent to "technology shareholding", so it is naturally impossible to monopolize its "world".
In addition, Aouita itself has laid out 200 channel contacts, and there will be 500 by the end of 2023. Aouita promises that users will get exactly the same products and rights no matter whether they buy them in Huawei or Aouita stores.
So now, if we go back to "Will Huawei make cars?" In fact, the answer has gone with the wind and become unimportant.
On the one hand, Huawei has found a better way than building its own car. Through the flowers; On the other hand, Huawei may have actually completed the work of "building a car". Huawei keeps it in mind.
When the signboard of the store and the sign of the rear of the car are unified as "Huawei asks the world", no matter how many geometries the car contains or whether people know the car, all we can think of is Huawei, and nothing else.
The power system comes from Huawei's eight-in-one motor, and the intelligent interaction is a seamless HarmonyOS system. Huawei is the most impressive part of the new car, which is enough for most people.
The ability to make cars is not necessary. It is Huawei's right path to foster strengths and avoid weaknesses.
According to the National Bureau of Statistics compiled by China Association of Automobile Manufacturers, the average profit rate of China's automobile manufacturing industry will be 5.7% in 2022. Huawei spends more than 10 billion dollars on automobile R&D every year. If we burn tens of billions of RMB in automobile manufacturing, the profit rate will be less than 6%.
I can only say that I don't understand, but I am shocked.
As Mr. Yu Yu Cheng Dong summed up:
We will lose money if we make products below 200 thousand yuan, and we can't do it anymore We will work with other brands to make the market bigger. When President Yu said this, he really didn't mean "smoking flowers and coughing". Last year, the old man's "cold speech" that caught the whole industry cold emphasized-
The basic point of survival should be adjusted to pay attention to cash flow and real profit, and can no longer just aim at sales revenue. In view of the automobile business, he also stressed:
Smart car solutions cannot spread a complete front. It is necessary to reduce the scientific research budget and strengthen the business closed loop. R&D should take the road of modularization, concentrate on several key components to make competitiveness, and the rest can be connected with others. This "connection" is very spiritual, and Mr. Yu's follow-up operation also highly implements the spirit of the speech. After all, IAS (smart car solutions, including Huawei Inside and parts business) originally dominated by Wang Jun is a sea of stars, and not making money (and incurring huge losses) is an unforgivable "original sin" under the spirit of "living".
To achieve the goal of making Huawei BU profitable in 2025, it is necessary to "help car companies sell 6,543,800 vehicles first"-and Huawei still has almost two and a half years to practice it.
Just look at 1 10,000 vehicles and see if there is any "Huawei asks the world" you want to buy.
This article comes from the owner planet of Easy Car, and the copyright belongs to the author. Please contact the author in any form. The content only represents the author's point of view and has nothing to do with the car reform.