Huawei doesn't make cars, do you believe it? On the booth of Auto China, Huawei's chrysanthemum LOGO was vaguely seen, hidden behind the crowded auto giants. Yes, Huawei doesn't make cars, but it will never forget.
2065438+April 2009, Ren explicitly mentioned that the Internet of Vehicles, artificial intelligence and edge computing will be Huawei's three major breakthroughs in the future. Subsequently, Huawei smart car solution "BU" and Huawei full-stack smart car solution "HI".
Huawei is serious about not making cars. Huawei just helps car companies build good cars.
Why doesn't Huawei build a car? Don't even want to mention the word "building a car"? There are many reasons.
It costs a lot of money to make a car. Li Bin of Weilai said, "Don't build a car without 20 billion yuan". In June 5438+last year 10, Dyson informed employees in an internal mail that his grand electric vehicle plan had been terminated and was not commercially feasible. It took three years to develop and cost 20 billion yuan.
In 2020, Apple will invest US$ 654.38+0.9 billion (RMB 654.38+0.33 billion) in R&D funds for automobile projects. Of course, this money is beyond the imagination of the poor, but in contrast, the annual R&D expenditure of the global automobile industry is between 80 ~1000 billion US dollars, and Apple's R&D expenditure this year is equivalent to 20% ~ 25% of the entire automobile industry.
However, Apple has even built a prototype! It's really made. How much does it cost for marketing, factory building and after-sales?
Obviously, the muddy water of cross-border car-making is really bad. Although Internet giants such as Huawei and Apple are not poor in money and their financing ability is unmatched by auto companies, once they really invest in building cars, they will find that "building cars is a bottomless pit".
In addition, Huawei itself said that it would "help car companies build good cars", and this FLGA cannot be defeated. Huawei doesn't build cars to reassure its partners. We must know that the car companies that Huawei cooperates with are BAIC, GAC, SAIC, BYD, Dongfeng and FAW. Are they friends or competitors? I believe Huawei is still very clear.
The situation faced by Huawei in mobile phone business has evolved into an international topic. It's easy to build a mobile phone, but you can't play without a chip.
Many countries, including the United States, Britain and Sweden, have boycotted Huawei, including banning the supply of chips and access to 5G equipment. Huawei's major business groups have been suppressed to varying degrees, and the core-building movement has become the road to self-help.
Under the trend of intelligence and electrification, cars are replaced by large mobile phones, and car software programs, like mobile phone chips, have become the core technology of the industry. Smart electric vehicles are electronic products like mobile phones, but they are bigger. It is Huawei's best to connect different electronic products together.
Previously, due to the delay in chip delivery and software program development, the delivery of Volkswagen's new electric vehicle ID.3 in Europe was delayed. Huawei's smart car solutions such as "BU" and "HI" are to use the money for making cars on the cutting edge.
Although it does not build a car, this does not prevent Huawei from building a blueprint in the automotive field.
For example, Bosch, which does not build cars, achieved an annual sales income of 66.5438+0.97 billion yuan in 2065.438+09.7, of which the sales of Bosch Automotive Division reached 373.4 billion yuan. You know, Bosch is just a car OEM, but he can still make so much money. If Huawei takes away the software services of smart cars, the market prospect will be broader.
Huawei took a fancy to this blue ocean, and cooperated deeply with the automobile OEM in the early stage to carry out initial function landing and growth and development; Then gradually establish their own core barriers and gain the right to speak in the supply chain.
Huawei's entry into the automobile industry is by no means hardware such as "Three Electricity" technology, but more powerful and added-value "software", such as AIoT (Artificial Intelligence Internet of Things), that is, AI (Artificial Intelligence) +IoT (Internet of Things). Speaking of it, even the powerful electric car Tesla did not fully understand AIoT.
It is Huawei's abacus to use its own advantages such as 5G communication, cloud computing and artificial intelligence to empower cars and rebuild their intelligent architecture.
According to Wang Jun, president of Huawei [BU], as of September this year, apart from vehicle manufacturing, batteries and electronic control, Huawei has almost completely covered the industrial chain of new energy vehicles, whether it is intelligent hardware or software platform.
Do you think Huawei still needs to build cars?
Bian Xiao believes that Huawei does not build cars. This secret is hidden in the "car-free" resolution document issued by Ren in the company, and the words "valid for 3 years" are marked below the text. Yes, whether Huawei builds a car or not depends on whether the time is ripe or not.
If nothing else, Apple has said that it will not build a car for many years, but its investment in car research and development is real money. Apple never says "I don't build a car". It is reported that Apple, which has been rumored for a long time, is expected to meet you in the third quarter of 20021year at the earliest. Apple has been conducting secret road tests on dozens of prototypes in California.
For these industry leaders, what they have to do is their own ecological chain, and the car is only one of them. Instead of focusing on building cars with long cycle and many industrial chains, we should give full play to our own advantages and make the blueprint planning beautiful. After all, the current trend of intelligence is irreversible. Automobile production is only a manufacturing link of the future automobile industry. Software, data and users are the capital of Internet giants, and car manufacturers are more anxious than Huawei and Apple.
(Note: The above pictures are all from the Internet, and the rights belong to the original author. Thank you! )
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.