According to Reuters, according to two people familiar with the matter, the United States has approved Huawei's license application to buy chips for its growing auto parts business, worth hundreds of millions of dollars.
According to the news, as the world's largest telecom equipment manufacturer, Huawei had previously encountered sales restrictions on chips and other components needed for network equipment and smart phone business, and its business was affected. At present, the United States has approved local suppliers to sell chips for auto parts such as screens and sensors to Huawei.
Richard barnett, chief marketing officer of Supply Frame, a global electronic product consulting company, said that Huawei is still in the "early stage" of the automobile market with an investment of US$ 5 trillion, which has great growth potential in China and abroad.
Barnett said, "Cars and trucks are now like computers with wheels. This convergence trend has pushed Huawei to start investing in smart cars as a strategic focus. "
According to the Global Times, a source said that suppliers can sell tens of millions of dollars of chips to Huawei after being authorized. Huawei has asked these suppliers to apply again and hopes to increase the total amount of transactions applied to1-2 billion US dollars. This also shows the possible grand layout of Huawei in this field. The license is usually valid for 4 years.
Huawei has been in this industry for a long time.
Huawei has a long history with the automobile industry. It has repeatedly stressed that it will not manufacture complete vehicles, but will only cooperate with domestic automobile companies to manufacture sub-brand cars.
In 20 14, Huawei established the "Vehicle Networking Lab", which mainly carried out the technological innovation of vehicle networking, intelligence, electrification and * * * enjoyment, extended Huawei's ICT capabilities of "terminal, management and cloud", and intelligently networked electric vehicle application scenario reserve technology. In 20 15, Huawei obtained orders for Audi and Mercedes-Benz communication modules, and entered the vehicle networking supplier sequence.
2065438+On September 27th, 2007, BAIC New Energy signed a strategic cooperation agreement with Huawei, and the two sides carried out comprehensive cooperation in technology research and development, product innovation and other fields, including cloud computing, car networking and energy internet.
In 20 19, Huawei formally established the first-level department-Smart Car Solutions Division, and its business modules include Smart Che Yun, Intelligent Networking, Intelligent Cockpit, Intelligent Driving and Intelligent Electric.
In the same year, Zheng Gang, former general manager of BAIC New Energy, joined Huawei as vice president of BU. According to official data, Huawei's organizational structure is divided into three BG (business group-business group) and two BUs (business unit-business department), namely operator BG, enterprise BG, consumer BG and cloud BU, and smart car solution BU. These five departments are listed as five first-level departments of Huawei.
On June 30th, 2020, 10, Huawei first released the smart car solution brand HI in Shanghai. The aim is to build a high-quality intelligent networked electric vehicle through Huawei's full-stack smart car solution and in-depth cooperation with car companies in an innovative mode, providing consumers with a highly intelligent, pleasant and reliable travel experience.
On April 12 this year, Huawei held a global analyst conference. Xu Zhijun, the rotating chairman of Huawei, bluntly said at the scene: "The outside world thinks that Huawei has brand and technical capabilities and should build cars. However, after years of careful internal discussions, Huawei decided to participate in building cars. " However, he also clarified Huawei's strategy of not making cars at the scene, and will work with domestic car companies to build sub-brand cars in the future.
According to public information, Huawei has cooperated with Beiqi New Energy, Changan Automobile and Guangzhou Automobile Passenger Car to build three sub-brands. Among them, ARCFOX, which was jointly built by Huawei and BAIC New Energy, has completed the release and listing of the first model. Starting from the fourth quarter of this year, ARCFOX will launch some brand-new models.
Layout "direct sales" to sell cars
In addition to cooperation with car companies in intelligence, Huawei also went deep into the car market and participated in the end of "selling cars".
According to Xinhuanet, at the beginning of 20 19, Chongqing Xiaokang Industrial Group and Huawei Technologies Co., Ltd. held a comprehensive cooperation signing ceremony. The two sides will further promote cooperation in the field of new energy vehicles and carry out comprehensive cooperation in the fields of industrial Internet, ICT infrastructure, smart new energy vehicles and networking.
According to the survey data, Chongqing Xiaokang Industrial Group Co., Ltd. was established in May 2007, with a registered capital of about 654.38+0.27 billion yuan, and its legal representative is Zhang Zhengping. The company's business scope includes manufacturing and selling auto parts and motors; Housing lease, machinery and equipment lease; Economic and technical consulting services; Import and export of goods. According to the information of the top ten shareholders of Tianyancha, the largest shareholder of the company is Chongqing Xiaokang Holdings Co., Ltd., accounting for 34.22% of the total share capital. The second largest shareholder is Dongfeng Motor Group Co., Ltd., accounting for 25.76% of the total share capital.
This year1October 20th, 65438, Xiaokang shares said on the interactive platform that the company and Huawei have cooperated in three aspects: power generation, intelligent cockpit and intelligent driving. On March 9th, Huawei Terminal Co., Ltd. and Chongqing Xiaokang Industrial Group Co., Ltd. held a signing ceremony of cooperation memorandum in Shenzhen, and the two sides discussed the cooperation in the field of new energy vehicles.
1 At the end of the year, Tianjie officially released a brand-new intelligent extended range system jointly developed with Huawei, namely hump intelligent extended range system, and Tianjie SF5 free expedition vehicle based on this system. According to Cyrus, this is the first mass production of the system, and it is expected to be supplied to third-party enterprises in the future.
Huawei said that the SF5 power supply system relies on Huawei's digital development platform PDDP. Based on artificial intelligence/high-precision simulation model, combined with multi-physical field coupling and AI simulation optimization technology, the development efficiency can be improved by 65,438+00%.
However, even with Huawei's hardcore blessing, the sales of Cyrus are not satisfactory. On October 30th, 2002165438/kloc-0, Chongqing Xiaokang Industrial Group Co., Ltd. issued a performance pre-loss announcement. It is estimated that the company's net profit returned to its mother in 2020 will be between-138 million yuan and-178 million yuan, compared with 20/kloc-0.
In addition, in 2020, the sales volume of the electric vehicle brand Sailis SF5 under Xiaokang Co., Ltd. is only 105 1 vehicle. In contrast, Li ONE, also an extended-range electric vehicle, sold as many as 32,624 vehicles in the same period.
According to financial data, from 20 18 to September 2020, the R&D investment of Xiaokang shares totaled more than 4 billion yuan, most of which was used for the R&D of the smart electric vehicle brand Cyrus. In the next three to five years, the company also plans to further develop six Tianjie brand electric vehicles, including two plug-in extended-range and pure electric SC series cars and SUVs, and four plug-in extended-range and pure electric SF series cars and SUVs.
However, the temporary weakness of the sales market will not prevent Huawei from continuing to explore and exert its strength in the automobile market.
Tianyancha patent information shows that Huawei Technologies Co., Ltd. has applied for a number of automobile-related patents. On March 9th this year, Huawei Technologies Co., Ltd. published two patents, namely "Man-vehicle interaction method for autonomous vehicles and autonomous driving systems" and "Method and device for determining lane information", which can control the driving state of autonomous vehicles by obtaining the driver's brainwave signals. Previously, the "method and device for adaptive adjustment of rearview mirrors" was announced, which can prevent drivers from being distracted by manual adjustment of rearview mirrors and affect driving safety.