The company has sold more than 10,000 cars for three consecutive months, which proves Huawei’s brand appeal and ability to attract money; and the increasing number of car companies that Huawei cooperates with proves that car companies also have "plans" for Huawei: they have taken a fancy to Huawei’s technology and its appeal.
This is a win-win logic. Huawei needs new business and growth points, and it also needs to give Hongmeng a new entrance. Car companies need to quickly cut into the track to let users recognize the brand as quickly as possible and gain market share.
As the partnership between Huawei and Cyrus gets better, and more and more car brands bear the "Huawei" brand, the question that plagues users has arisen: who is Huawei’s biological son?
From the user’s point of view, Wenjie was his biological son. The reason was very simple. For non-professionals who wanted to buy a car, Huawei’s blessing, Hongmeng system, and intelligent driving were all they could understand.
In the final analysis, these issues that confuse users are actually the result of Huawei’s internal "battle of routes" and the game between Huawei and various car companies.
After a period of discussion, the saying "Huawei does not make cars" has become well-known "old news". If you are interested in Huawei, you will know the rumors of that year. Ren Zhengfei once strongly said internally that whoever mentioned manufacturing would be transferred from his current position. What officially came out was a Huawei EMT resolution issued by Ren Zhengfei, saying that Huawei does not make complete cars, but focuses on ICT technology to help car companies make good cars.
Ren Zhengfei’s forceful statements and documents are a reassuring pill for automakers that see "Huawei" as a potential rival, and a solid foundation for Huawei to cooperate with other rivals: Huawei does not want and will not become their competitor.
At that time, it can be said that Huawei’s decision was very practical: the intelligent driving technology was still being rolled in, and the Hongmeng system had just been launched, which required a recognition time. What’s more, Huawei itself also had a lot of trouble, because of the change in form, the shortage of chips, and the mobile phone market share was forced to be handed over. – What Huawei needs to do is not to expand a new business to build cars, but how to recover its own decline and keep the company’s survival and development and the lives of employees.
With the passage of time and the expiration of documents, Huawei is gradually on the right track.
It can be said that building a car is the right thing, and doing the right thing is necessarily slow and difficult.
From within Huawei, how to "not build cars" is also a problem.
From the cooperation model we have seen so far, there are three models for "Huawei does not build cars".
First, the standard supplier model, in which Huawei provides standardized components and acts as one of the suppliers.
Second, Huawei Hi mode. When it comes to the relevant parts of autonomous driving and intelligent cockpit, Huawei will conduct in-depth cooperation with the main engine factory. BAIC’s Extreme Fox α coefficient S Huawei Hi version belongs to this model. The car company cooperates with Huawei’s Xu Zhijun team. In short, this is the project team of Huawei TO B.
Third, Huawei smart selection model. Huawei leads the design of vehicles, user experience design, and fully configure Huawei’s intelligence system. The cooperation team of car companies is Yu Chengdong’s team, and this team is TO C.
In 2021, Yu Chengdong once summed up two models, "Xiao Xu goes east BCG, Lao Yu goes west to be well-off". BCG refers to the abbreviation of BAIC, Changan and GAC, and well-off is Sailis.
The second and third models, although both use Huawei’s intelligence system as a selling point, are fundamentally different for Huawei and car companies.
The second model, taking BAIC as an example, is mainly sold through BAIC’s own channels. Huawei’s "assistance" is relatively limited, and the exhibition cars that enter Huawei’s channels are only for display, not for test driving and sale.
In the third mode, we are familiar with Q & A, which not only uses Huawei’s system as a selling point, but also allows Q & A to directly penetrate Huawei’s channels and bundle with Huawei’s brand and sales.
These three modes, fed back to the product level, are the "source" that troubles users: all three modes are Huawei’s participation, and the depth is not the same. For example, some products use Huawei’s intelligent driving system, while others are not. However, from the user’s perspective, whoever is in Huawei’s store is Huawei’s own "baby".
Now entering the Huawei channel, there are a total of two brands, one is BAIC Extreme Fox, the other is Qinjie, and at the end of this year, Avita will also officially enter the Huawei channel and settle in the flagship stores in Beijing and Shenzhen.
This is certainly good news for Avita. After all, it has been two months since the official listing, and the data released by Avita is that the first batch of locked orders exceeded 5,000 vehicles within ten days.
This data, under the data of tens of thousands of people, is not good-looking. And in the media’s visit, in the offline store, only one made an order at home on October 13.
Entering the Huawei channel gave Avita, who was backed by three bosses, a solid endorsement: Huawei’s brand appeal has been verified.
However, according to the above classification, Avita and BAIC’s model are the same, and Huawei and cooperative car companies have adopted the "HUAWEI Inside model". Whether to sell it in Huawei’s flagship store or not, and how to sell it, is still a problem. How to balance the relationship between several brands is another problem that Huawei needs to solve.
Returning to the original question, who is Huawei’s biological son, it is necessary to answer another question, whether Huawei can build cars or not.
If Huawei did not build a car at that time, it was the most realistic decision to take into account the situation, but more than two years have passed, and the valid period of the document is still one year. At that time, if Huawei does not build a car, it will "not be able to, but not".
The reason is that we need to look a little higher and focus on Huawei’s new energy vehicle layout.
In terms of the layout of new energy vehicles, Huawei is still moving in two directions.
First, based on the positioning of automotive parts and software and hardware technology suppliers, we will infinitely promote vehicle solutions; second, with Huawei Hubble’s investment as a wing, we will continue to explore the technical limits of the new energy automotive industry and build strong chip barriers.
The first direction, which is the three models we mentioned just now, the second direction is forward-looking, exploring cutting-edge technologies and preparing for the next step.
Overall, Hubble’s investment focuses on the chip manufacturing industry chain, 5G industry chain, and automotive electronics, all of which are Huawei’s core businesses. The focus is on the integrated circuit semiconductor field, with a total of more than 70 companies. Coverage involves the entire chain of the chip industry (chip design, EDA manufacturers, packaging and testing, semiconductor materials and equipment) and other links.
"In the future, Huawei will be rooted in all aspects of semiconductors," Mr. Yu once said.
Take Huawei’s investment in Siripu as an example, automotive chips are one of Siripu’s three major tracks.
In 2018, Huawei’s contribution to Siripu’s revenue was only 1.70 million yuan, accounting for 1.5% of its total revenue. After accepting Huawei’s investment, its influence in the market has greatly increased. In 2019, Huawei’s contribution to sales reached 170 million yuan, accounting for 57.13% of total revenue. Today, Siripu’s total market value exceeds 30 billion.
After completing these investments, Huawei has actually created a semiconductor industry ecosystem for itself.
Not only investment, according to media reports, Huawei is also building its own fabrication plant, that is to say, if the progress is normal, these Huawei investment companies will be able to help Huawei get rid of the previous chip dilemma and give Huawei the advanced process automotive chips it needs.
As a car company executive once said at a media conference, "Huawei doesn’t build cars? I don’t believe it. Huawei builds cars, but sooner or later."
Which is Huawei’s own son? It is very likely that none of these brands are currently available.
The "OBD test" has been implemented for five years in the annual inspection of vehicles, and it has recently become a hot topic.
