Editor? |? Shi Zhiliang
On February 4th, 20 13, 13, Huawei held the launch conference of Huawei's new in-vehicle module ME909T at Four Seasons Hotel, Pudong, Shanghai, and invited more than representatives of the car networking industry chain 100 and the media to witness it. At the meeting, Liu, vice president of the product line of Huawei Terminal Co., Ltd. (mobile broadband service), excitedly announced that Huawei will officially enter the Internet of Vehicles.
This is the beginning of Huawei's entry into the field of car networking. "Huawei's terminal will only focus on the car networking communication solution that it is good at and will not cross this boundary. Others are handed over to partners. " At that time, Liu said that Huawei has strong global communication technology support capabilities and global operator access capabilities. By virtue of its advantages in the communication field, it can help customers quickly develop other applications in the car networking industry chain and lower the threshold for using wireless technology.
On June 25th, 2020, Huawei's internal website 165438+ Voice Community released Huawei EMT Resolution No.2020007 "Resolution on Business Management of Smart Car Parts" (hereinafter referred to as "Resolution"). In the resolution, Huawei reiterated that it will not build cars, focus on ICT business, help car companies build good cars, and become an incremental parts supplier of intelligent networked cars.
It is understood that Huawei mainly provides ICT technologies including 3G/4G (future 5G) networks, communication modules, car networking platforms and cloud data centers for car companies. "In the past two years, although the external environment is constantly changing, we must be clear that building ICT infrastructure is Huawei's historical mission. The more difficult it is, the more determined it is. " Ren wrote in the resolution.
For a long time, the voice about Huawei's car-making has been heard, and Huawei executives have repeatedly denied it in public. Only one month ago, on 10/0/30, Wang Jun, president of Huawei's smart car solution BU, reiterated at the HI brand smart car solution conference that Huawei does not build cars, and its goal is still to help car companies build good cars. This time, Ren's denial is more decisive: "Whoever makes suggestions to build a car and disturb the company in the future can transfer from his post and find another post."
"Huawei does not build cars and helps car companies build good cars" is the target boundary that Huawei has reiterated many times since it entered the field of car networking. In the past seven years, Huawei has sorted out the automobile business many times, and the importance of the automobile business within Huawei has been improved again and again. In the face of the huge blue ocean of the Internet of Vehicles, Huawei is not just a bystander, but a deep participant.
Constant strategy: no car.
In addition to the high-level reaffirmation not to build cars, the resolution also made two decisions:
1, smart car solution BU(IAS? BU) The business jurisdiction was changed from the ICT business management committee to the consumer business management committee, and Wang Tao was appointed as a member of the consumer business management committee.
2. Reconstruct consumer BG? IRB (Product Investment Review Committee) is the IRB of smart terminals and smart auto parts, which changes the investment decision and portfolio management of smart auto parts business from ICT? IRB is adjusted to intelligent terminal and intelligent automobile parts IRB. Yu Chengdong was appointed as the director of IRB for smart terminals and smart car parts.
The resolution emphasizes that the IRB and the Consumer Business Management Committee of smart terminals and smart auto parts should adhere to Huawei's strategy of not making cars and have no right to change this strategy.
Through this departmental adjustment, Huawei's automobile business has moved to a more important position. Prior to this, Huawei has combed the auto industry for many times.
Not long ago, on 10/0/30, Huawei held a new product launch conference in Shanghai-Mate40 series, its strongest smartphone, announced its domestic price and was officially listed. At the press conference, Wang Jun released the smart car solution brand HI (full name Huawei? Smart? Cars? Solution) aims at deep cooperation with car companies with full-stack smart car solutions to build intelligent networked electric vehicles.
It is understood that HI's full-stack smart car solution includes 1 new computing and communication architecture, five intelligent systems including intelligent driving, intelligent cockpit, intelligent electric, intelligent network connection and intelligent Che Yun, as well as a full set of intelligent components such as lidar and AR-HUD.
HI brand will also provide brand-new computing capabilities and operating systems, including three computing platforms: intelligent driving computing platform, intelligent cockpit computing platform and intelligent vehicle control computing platform, as well as three operating systems: AOS (Intelligent Driving Operating System), HOS (Intelligent Cockpit Operating System) and VOS (Intelligent Vehicle Control Operating System). Wang Jun said that with the support of computing power and operating system, cars can realize software definition and constantly develop new functions.
Some people think that the release of HI, a smart car solution, means that Huawei's layout in the field of smart cars has been further improved, from scattered products to systematic and branded solutions. Prior to this, Huawei's automobile business was scattered. With the development of Huawei's smart car field, the integration and adjustment of Huawei's internal automobile business is also accelerating.
20 14? In, Huawei established the "Car Networking Lab", devoted to the technological innovation of car interconnection, intelligence, electric power and enjoyment, and extended Huawei's "end, management and cloud"? ICT？ Ability, and the application scenario reserve technology of intelligent networked electric vehicles. After several years of development, Huawei has reached strategic cooperation with many car companies such as Dongfeng, SAIC and BAIC. In 20 18, Huawei's strategy department announced that the networking of vehicles has become the strategic focus of Huawei.
In 20 19, the development of Huawei's car networking business has obviously accelerated. 20 19? Year? 5? In June, Huawei formally established a smart car solution? BU, and attracted Zheng Gang, former member of the Standing Committee of the Party Committee of BAIC Group and general manager of New Energy, to join as vice president of Huawei's Smart Car Solutions Division (BU). In the same year, Huawei officially released its transition solution HiCar system.
It is foreseeable that the pace of Huawei's smart car business will be further accelerated with Yu Chengdong personally in charge of IRB, the director of smart terminals and smart car parts. Combing the whole process, we can find that Huawei is constantly clarifying the positioning and boundary of its own automobile business, and the importance of its automobile business is also constantly prominent.
In this regard, Xu Zhijun, the rotating chairman of Huawei, has publicly stated that he has invested US$ 500 million in Huawei's automobile business this year, and will not consider the profit for eight years.
Why did Huawei become a propaganda point for car companies?
Huawei is not the only company competing for intelligent networked car cakes. The depth of cooperation between Huawei and various car companies is also different.
Changan Securities divides the cooperation between Huawei and car companies into three levels: 1, ecological level, grafting Huawei's ecology? Hicar, is Huawei's headquarters in HarmonyOS at the same level? OS？ And the application framework to realize the connection between mobile phone and car, and carry it with you? AI？ Engine integrated front-loading product? HMS？ For what? Car, HarmonyOS system? OS？ 2.0? The hardware product of the system is the intelligent screen on the vehicle. 2. At the level of incremental components, Huawei can cut into the supply of hardware through the cost advantage of components. Among them, Huawei's technology accumulation in the fields of 5G, RF and electrical makes it more competitive. 3. On the platform level, Huawei provides an autonomous driving computing platform? MDC integrates its own sensors, actuators and application algorithms with its partners.
At present, a phenomenon has been formed. If the supplier of intelligent solutions for car companies is Huawei, this matter itself is enough to become a propaganda point.
Give two examples of Huawei's deep cooperation: ARCFOX and Changan Automobile. ARCFOX, a high-end brand of BAIC new energy, took Huawei as one of the three core genes when building a new car. ARCFOX believes that "software-defined car" and its deep binding with Huawei have become the core selling point and differentiated embodiment of ARCFOX.
1 14 years 10 14 days, Zhu Huarong, chairman of Changan Automobile, publicly revealed that he would join hands with Huawei and Contemporary Ampere Technology Co., Ltd. to build high-end smart car brands and high-tech high-end products. Changan Automobile has positioned the brand-new automobile brand jointly built by the three parties as a high-end brand of smart cars, which shows the importance of Huawei.
At present, Huawei's "friend circle" is constantly expanding. In May this year, Huawei announced that the first batch of 18 car companies had officially released and established a "5G car ecosystem" to accelerate the commercialization of 5G technology in the automobile industry and * * * create a consumer-perceived 5G car.
The first list includes FAW Group (FAW Hongqi, FAW Pentium, faw liberation), Changan Automobile, Dongfeng Group (Dongfeng Passenger Car, Dongfeng Xiaokang), SAIC Group (SAIC Passenger Car, SAIC-GM-Wuling), GAC Group (GAC New Energy), BAIC Group (BAIC New Energy), BYD, Great Wall Motor, Chery Holding, Jianghuai Automobile, Yutong (Bus) and Cyrus.
In addition, the cooperative models of Huawei HiCar have reached 150 yuan, and more than 5 million vehicles will be pre-installed with Huawei HiCar in 20021year. The new car cooperated by car companies and Huawei has not yet been listed, but it has become the key publicity point of car companies. The reason is that, on the one hand, Huawei's advantages in 5G and other technologies have penetrated into the consumer level; On the other hand, the architecture and model developed by Huawei are subverting the current highly customized automobile business model.
Guo Jin Securities Research believes that Huawei's? CCA+ vehicle stack? From the long-term design concept, the goal of architecture is to realize the upgrade and reuse of software across vehicles and enterprises, as well as the scalability and substitutability of hardware, and even the plug and play of sensors. In addition, the architecture strives to build a credible security system, including digital security, network security, functional security and vehicle privacy protection, making the car a platform for continuous value creation. When cars are sold to consumers, they can buy more applications and services on the car platform like smart phones, which will provide a space for OEMs and developers to continue to make profits, thus forming a positive business cycle.
Based on this, Huawei became the head of Tier, an automotive intelligent solution? 1 and the core selling points of cooperative vehicles.
Can Huawei subvert?
In fact, Huawei's automobile business has not developed independently. What Huawei wants to build is the full scene experience mode of "1+8+N".
The so-called "1+8+N" full-scene experience, 1 refers to the mobile phone, and 8 refers to the car, speaker, earphone, watch/bracelet, tablet, big screen, PC, AR/VR, and N is a pan-IoT device. The rich products will build a perfect 5G service ecosystem for Huawei and cover Huawei's full-scene lifestyle.
In Huawei's previous organizational structure, Huawei was divided into three BG and two BUs: operator BG, enterprise BG and consumer BG. And then what? Clouds and clouds AI？ BU (cloud service), smart car solution BU. At the beginning of this year, Ren personally issued the company documents and put the cloud &; AI rose to Huawei's fourth largest BG, and Hou Jinlong was the cloud &; AI？ President BG. After divesting the honor business, there will be a gap in the business of Huawei consumer BG. After the new adjustment, Huawei's automobile business just filled this gap.
Huawei's dominance in the mobile phone business will also provide more imagination for its automobile business. At the 2020 Beijing Auto Show, Huawei displayed three platforms in the intelligent cockpit: HarmonyOS system car OS software platform, HarmonyOS system car domain ecological platform and cockpit intelligent hardware. The main features are: system platformization, hardware modularization and interface standardization; Hardware can be replaced, software can be upgraded, and applications can be expanded; Reduce the difficulty of integrated development of cockpit system by car companies.
Some people think that because the HarmonyOS system has opened up the Internet of Things and the mobile phone operating system, the great opportunity for the HarmonyOS system also lies in the field of car networking, and there is huge room for development. According to McKinsey's research report, China is likely to become the largest autonomous driving market in the world in the future. By 2030, the sales of new cars and travel services related to autonomous driving will exceed 500 billion US dollars.
In fact, in 20 13, when Huawei entered the car networking, the car networking has become one of the hottest keywords in the automobile industry. In 20 13, at the launch conference of Huawei's new in-vehicle module ME909T, it came from the strategy? Roger, Senior Analyst of Analytics Global Automotive Industry? Lanctot said: "If new energy has created the current automobile industry revolution, then the Internet of Vehicles will set off the next automobile revolution."
Nowadays, the automobile revolution triggered by the Internet of Vehicles is still in the ascendant. The New Energy Automobile Industry Development Plan (20021-2035) issued by the General Office of the State Council in June, 2020+0/KLOC-0 points out: "In 20021-2035, the new energy automobile industry will face unprecedented development opportunities and become an important engine for the sustained growth of the world economy. The transformation of automobiles from simple means of transportation to intelligent terminals, energy storage units and digital spaces has promoted the transformation of energy transportation and information communication infrastructure, effectively promoted the optimization of energy consumption structure, intelligent transportation systems and the construction of smart cities, with broad market prospects and huge growth potential. "
Generally speaking, the traditional OEM has been facing the strong position and superiority of parts enterprises for many years, and it is no longer suitable for tires brought into the field of vehicle networking. The status of 1 will be further highlighted. However, it cannot be ignored that the automobile industry still lacks car networking products that are attractive enough for users, and most automobile users cannot get rid of their dependence on mobile navigation.
In the future, the industry will wait and see whether the car full-scene model created by Huawei can subvert the field of car networking.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.