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Deep | Huawei to build cars, or not to build cars, this is a problem

Deep | Huawei to build cars, or not to build cars, this is a problem

Lead

“To be or not to be. That is the question.”

Hamlet's monologue tells the struggle between life and death.

now

The earth-shaking changes in the automotive industry have also brought back a taste of Shakespeare's soul torture.

Last night, Huawei's grand winter flagship new product hair cloth became the focus. The two-and-a-half-hour play will be the AITO brand car.

Deep | Huawei to build cars, or not to build cars, this is a problem

Yu Chengdong

Yu Chengdong, CEO of Huawei's consumer business BG and CEO of Huawei's smart car solution BU, appeared twice: the first time it took about 30 minutes to introduce Huawei's all-scenario smart life strategy and bring the HUAWEI P50 Pocket flagship folding screen mobile phone; the second appearance was more than 60 minutes, comprehensively introducing the first model of the AITO brand, the Q&A M5.

The standard of "MillionAire"

The price is about 300,000

At the press conference, Yu Chengdong repeatedly stressed that the team is building a new car according to the standard of "Million Luxury Car".

The new car is based on the HarmonyOS smart cockpit, and the new car has launched a total of 3 configuration models, and the pre-price after subsidies is 250,000-320,000 yuan.

Deep | Huawei to build cars, or not to build cars, this is a problem

Specifically, the AITO Boundary M5 is based on huawei driveONE pure electric drive range extender platform, its 1.5T four-cylinder range extender, the vehicle can achieve CLTC working conditions of 1242 kilometers under full fuel and full power.

Deep | Huawei to build cars, or not to build cars, this is a problem

The powertrain selects the front asynchronous AC motor + the rear permanent magnet synchronous motor, composed of intelligent four-wheel drive combination, the comprehensive peak power can reach 365kW, and the vehicle accelerates by 4.4 seconds per 100 kilometers. The new car also has 5 driving modes, 3 extended range modes, and 4 levels of free adjustment of recovery force to meet the pursuit of different users for the detailed experience of driving control.

The M5 chassis structure adopts all-aluminum alloy chassis with front double wishbones, rear multi-link independent suspension, in addition, 20-inch high-performance tires, Bosch iBooster intelligent braking system, etc. also enhance the driving experience of the vehicle.

Deep | Huawei to build cars, or not to build cars, this is a problem

Yu Chengdong further said that for the first time, the M5 is equipped with a new HarmonyOS smart cockpit, breaking the information gap between different devices and allowing vehicles to seamlessly circulate with people, mobile phones, smart homes, smart watches, etc.

Deep | Huawei to build cars, or not to build cars, this is a problem

He also stressed that aito Q&A M5 has industry-leading voice interaction, intelligent xiaoyi suggestions, excellent navigation experience of car map Petal Maps, all-round digital car key and many other black technologies to enhance the intelligence of the car to a new height.

Deep | Huawei to build cars, or not to build cars, this is a problem

Building a car? Don't build a car?

That is the question

Yesterday's new product release may be the first time in the history of a century-old automobile that a supplier has "released a new product for" the main engine factory.

AITO is a high-end smart car brand just released by KinconCelix not long ago. Behind such an operation is the storm and the mountain rain is coming.

In December last year, Huawei's president's office issued a special document, saying that Huawei resolutely does not build a whole vehicle, and whoever proposes to build a car can be transferred from the post.

Deep | Huawei to build cars, or not to build cars, this is a problem

At this stage, maybe Huawei really doesn't want to build a car. On the one hand, building a car is a money-burning thing, and the demand for funds is huge. After Huawei's mobile phone business was stuck in the neck after the US sanctions were imposed, HUAWEI CLOUD, digital energy and other businesses needed financial support, huawei founder Ren Zhengfei said at the beginning of this year, "We can't simply take Ali, Amazon... The same path, we don't have that much money, they have endless money from the U.S. stock market. ”

On the other hand, considering geopolitics and partnerships, such as Germany's strong support for Huawei 5G, is one of the few developed countries that support it, but the car is also a core interest of Germany, Huawei does not want to move the German "cheese", huawei if the next car will threaten the existing cooperative relationship.

Moreover, the attitude of a large number of car hosts on the issue of Huawei getting on the car is avoided, because in the era of software-defined cars, algorithms, operating systems, data, etc. are the core of competition, and intelligent hardware is the basis for technological development. It has sufficient strength and technology accumulation in intelligent hardware and software, which is an important starting point for Huawei to quickly enter the automotive industry.

Deep | Huawei to build cars, or not to build cars, this is a problem

Therefore, "Huawei does not build cars" is currently "politically correct" both internally and externally, which is in line with Huawei's actual interests.

However, no one would think that Huawei will not build a car when the conditions are in place. At that time, Huawei's left-handed platform, right-handed ecology, and the wolf brain that commands both hands are the wolf brain. Really to that day, I am afraid that the main engine factory wants to oem Huawei cars, Huawei will still have to pick and choose.

In fact, the OEMs are also very clear in their hearts. Chen Hong, chairman of SAIC Motor, said at the 2020 annual shareholders' meeting: "It is difficult for SAIC to accept a single supplier to provide us with an overall solution, which will become 'He is the soul, I am the body.'" We cannot accept it. ”

The personnel arrangement is divided into two routes

From the perspective of management structure, Huawei has already made personnel structure arrangements in the automotive BU. Gradually integrate the automotive-related parts scattered across the various business groups. Under the integrated Automotive Business UNIT (Business Unit), there are several functional departments, including the Architecture Design and Integration Strategy Department, the Strategic Business Development Department, the Policy and Standards Patent Department, the Marketing Marketing Department, the MDC Product Department and the Quality and Operations Department. The CEO of CheBU is Yu Chengdong, who also serves as the managing director.

In September, Wang Jun, former president of Huawei's intelligent vehicle solution BU, was transferred to BU COO and concurrently served as the president of the intelligent driving solution product line. In addition, Yu Chengdong continued to serve as CEO of Huawei's smart car solution BU.

Deep | Huawei to build cars, or not to build cars, this is a problem

Wang Jun

Careful readers may find that the two brands currently on Huawei's car are Jinkang Cyrus SF5 under Xiaokang, which is on Huawei's HI Car, electric drive and smart audio. Yu Chengdong made high-profile publicity, but did not mention the Extreme Fox HI version.

Deep | Huawei to build cars, or not to build cars, this is a problem

Kinconcelix SF5

Last year, Jihu αS launched a full set of HI solutions: including automatic driving, intelligent cockpit, car cloud, electric, networked, radar; and the smart cockpit solution is Hongmeng car machine, not HI Car.

Both car companies cooperate with Huawei, but none of the technologies are the same. The reason is simple, the Cyrus SF5 is a product under the leadership of Yu Chengdong, and the Polar Fox αS project is led by Wang Jun.

At present, Yu Chengdong has a greater say in Huawei's integrated automotive sector, and he is considered to be Huawei's internal "car-making faction".

Avita's Redemption

The Avita brand is a new brand jointly established by Changan Group, CATL and Huawei. The first model, the Avita 11, is rooted in the CHN platform, which is jointly blessed by Changan, Huawei and CATL.

Deep | Huawei to build cars, or not to build cars, this is a problem

Among them, Changan holds 39.02%, CATL holds 28.99%, WEI holds 1.13%, and the remaining 30.86% of the shares will introduce a number of investors, while Huawei insists that it only provides technology, labeling (HI Car), does not participate in shares, and avoids being bound by any oem. This curve to save the country into the automotive field may be Huawei's helpless choice, in order to break into a gap.

Looking at Huawei's car road, it is not difficult for us to come to the impression that Huawei's entry into the automotive industry is not smooth, externally, maintaining the same formation, and resolutely not building cars. Internally, Huawei encourages the eight immortals to cross the sea, and which direction is the most promising in the end will concentrate its firepower and form a breakthrough.

Deep | Huawei to build cars, or not to build cars, this is a problem

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