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Whether to build a car or not, Huawei is "sober in the world"

Whether to build a car or not, Huawei is "sober in the world"

Some time ago, we were invited by Changan Avita to participate in an event called "Huawei HI DAY" at Huawei's Suzhou Research Institute, and as for why there is such an invitation, everyone must already understand, because the intelligent system of Avita's first model, Avita 11, is mainly operated by Huawei.

Whether to build a car or not, Huawei is "sober in the world"

▲ I believe that as long as it is a friend who visits Huawei's Suzhou Research Institute for the first time, he will feel a little surprised by the building complex full of Russian style, anyway, I was shocked

Due to the large amount of information about the activity, I also held back for a few days to finally sort out some of the dry goods plus my own understanding, and any questions are welcome to discuss in the message area.

Let's start with a noun explanation.

According to Wang Kai, CMO of the Marketing and Sales Department of Huawei's smart car solution BU, in fact, the "HI" of "Huawei HI" is not pronounced as the word "Hi", but should be read separately into two separate letters "H" and "I", which is the abbreviation of "Huawei Inside"; and the previously launched "Huawei HiCar" is a subdivision function of the intelligent interconnection of mobile phones and cars, and "i" is lowercase. But I've mistakenly called "Hi" a habit.

Whether to build a car or not, Huawei is "sober in the world"

As for the embodiment of "HI" in the appearance of the vehicle, we can find traces of it at the front fenders of the Avita 11, as shown in the following figure. In addition to seeing a pair of millimeter-wave radar and cameras, the "HI" logo is small but quite conspicuous.

Whether to build a car or not, Huawei is "sober in the world"
Whether to build a car or not, Huawei is "sober in the world"

So, what is Huawei Inside?

This question should be of curiosity to many people, although there are now many interpretations of huawei's system, but many of them are not thoroughly explained.

Simply put, Huawei Inside is the deepest model for developing vehicles with OEMs, but this model is neither "OEM (foundry production)" nor "ODM (oem production)".

If building a car is compared to decorating a house, then huawei inside mode is more like a "half-package" decoration, the main engine factory is like a decoration "owner", the specific design direction can be controlled by the owner, and Huawei (through research institutes and laboratories and other institutions) to provide more platform, technology, and program in-depth support.

So what is the platform, what technology, what scheme?

At this Huawei HI DAY conference, Huawei basically explained it clearly.

Whether to build a car or not, Huawei is "sober in the world"

For Huawei, which insists that it does not intervene in car manufacturing, what can be provided to the main engine factory at this stage is a set of full-stack intelligent car solutions, of course, they also feel that it may be somewhat obscure, in order to facilitate publicity, you can simply use the three words "family barrel" instead.

The "family bucket" of Huawei's smart car is divided into three blocks, namely:

1 intelligent car digital platform, including 3 computing platforms and 3 operating systems;

5 intelligent systems: intelligent driving, intelligent cockpit, intelligent networking, intelligent electric, intelligent vehicle cloud services;

More than 30 intelligent components: such as the intelligent driving calculation platform MDC, lidar, and AR-HUD.

Whether to build a car or not, Huawei is "sober in the world"
Whether to build a car or not, Huawei is "sober in the world"

Among them, the first part of the intelligent car digital platform is specifically subdivided into three major computing platforms: intelligent driving computing platform MDC, intelligent cockpit computing platform CDC and intelligent vehicle control computing platform VDC; the three major operating systems are: intelligent driving operating system AOS, intelligent cockpit operating system HOS, intelligent vehicle control operating system VOS.

Whether to build a car or not, Huawei is "sober in the world"

Although the above is divided into many obscure words, if you use Huawei's proud digital product - Huawei Mate 40 Pro smart phone as an example, then Huawei's intelligent car computing platform is equivalent to its most core component - Kirin 9000 Soc; what is Huawei's intelligent car operating system equivalent to? I believe that everyone has guessed - Huawei Hongmeng HarmonyOS system; intelligent car cloud service is equivalent to HUAWEI CLOUD; intelligent components are better analogous, that is, Huawei's hardware products, such as a series of semiconductor chip products provided by Huawei HiSilicon.

Of course, with reference to the above PPT, we can also see that cooperation with Huawei to build cars does not necessarily have to fully follow the "HI" model of in-depth cooperation, but also the traditional parts supplier model of Tier1 and Tier2 mentioned earlier.

After Avita 11 blessed "Huawei HI", what has it become?

Whether to build a car or not, Huawei is "sober in the world"

After the above science popularization, we will go back to the combination of the Avita 11 car to talk more like it.

Avita is the first electric vehicle brand to be equipped with Huawei's HI full-stack intelligent vehicle solution, officially called "emotional intelligence" electric vehicles. So, how does Avita 11 achieve the so-called "emotional intelligence"? Let's start with its hardware.

Whether to build a car or not, Huawei is "sober in the world"

Avita 11 was born on the "CHN" platform, "C" stands for Changan Automobile, "H" stands for Huawei, and "N" represents the Ningde era. This intelligent electric vehicle technology platform that happens to be homophonous with our national code is the product of Avita and Huawei HI from the bottom of the in-depth cooperation, thus building a product, from a personal emotional point of view, there is still a certain sense of national pride.

Whether to build a car or not, Huawei is "sober in the world"

The Avita 11 series from the CHN platform will be equipped with 3 lidars, 6 millimeter-wave radars, 12 ultrasonic radars, 13 cameras, and will have 400 TOPS computing power. In terms of performance, the acceleration time of the new car 100 km is less than 4s, and the cruising range will exceed 700 km.

Therefore, from the above hardware parameters, it can be seen that one of the core factors for Avita 11 to achieve "emotional intelligence" is its computing power of up to 400TOPS.

But relying on hardware computing power alone is certainly far from enough, at this time, the advantages of Huawei's participation are reflected.

The reason why Huawei has facilitated Changan's construction of the CHN platform from the bottom layer is to open up the underlying architecture with Huawei HI in the early stage, as well as the "full line penetration" of the body intelligent driving domain, cockpit domain and power domain.

Whether to build a car or not, Huawei is "sober in the world"

Avita officially said that combined with Huawei's strong power in automatic driving software and hardware, Avita 11 can not only achieve advanced driving assistance functions such as up and down ramps and automatic lane changes on highways, but also has the ability to achieve high-level intelligent driving in complex road conditions in urban areas.

If you want to achieve the function of "emotion-like" mentioned earlier in the article, you need to achieve a certain degree of "evolution".

On the basis of the relatively fixed hardware and difficult to upgrade, even if it is achieved at the moment or even beyond the current level of hardware and algorithms, it will inevitably be surpassed by the new products launched later. Therefore, the close cooperation between Avita and Huawei HI is even more precious, Avita said that combined with big data and algorithms, Avita's entire range of products will have the ability to continuously iterate.

Of course, all the capabilities of Avita 11 can only be reflected in the PPT at present, how to truly achieve "a thousand faces", still need to wait for the official release in the second quarter of 2022, and let us wait and see.

Huawei does not build cars, but has a "turtle spirit"

Whether to build a car or not, Huawei is "sober in the world"

Continuing along the Avita brand, the shareholding structure shows that Changan Automobile accounts for 39.02% of the shares, and CATL accounts for 23.99% of the shares - what about Huawei?

0%。

Whether to build a car or not, Huawei is "sober in the world"

▲ A "C position" of "0 equity" also represents Huawei's persistence

Moreover, no matter what kind of cooperation other investors choose with Huawei, Huawei will always exist as a "0 equity". In fact, when Huawei announced its entry into the automotive field, it has always stressed that Huawei will not become a shareholder of any cooperative car company by investing in shares: "Huawei does not build cars. This long-term strategy was clear in 2018 and nothing has changed."

Whether to build a car or not, Huawei is "sober in the world"

In fact, Huawei's "persistence" does have some "unreasonable". Some people say that Huawei "does not dare" to build cars, otherwise how not to learn from the scholar Xiaomi Lei, first smashed 10 billion yuan, in the rural fields of Yizhuang in Beijing, a large number of construction, which built millet cars.

Whether to build a car or not, Huawei is "sober in the world"

▲ "Sony Motors", which has caused a wave of traffic before, is now more like the OEM products given to Sony by the Magna Group

Some people also say that with Huawei's accumulated strong reputation and appeal, casually find a world's top OEMs to engage in joint cooperation, coldly build a concept car, and hit many new forces a "catcher", is it not good?

Whether to build a car or not, Huawei is "sober in the world"
Whether to build a car or not, Huawei is "sober in the world"

Some people have also put forward more realistic suggestions: Huawei can also learn from Aisin, Denso, and strong host manufacturers and suppliers to cross-shareholding, and quickly penetrate into the north and south of the river car brand, is not beautiful?

At present, it seems that Huawei has indeed chosen the "most difficult road".

But from another point of view, hasn't Huawei ever come this way?

When it was self-developing Kirin Soc, Huawei never had the idea of giving up in addition to silently increasing R&D investment every year and improving version by version. From the great success of the Kirin 9000 chip to the gratuitous sanctions of US imperialism, even if Huawei's mobile phone shipments fell to the bottom, Huawei has never tried to save the existing pattern of the mobile phone market by increasing the shipment of low-end products, but by increasing the installed capacity of the Hongmeng system, to retain the loyal users of the Huawei brand.

Whether to build a car or not, Huawei is "sober in the world"

If Huawei's unjustified sanctions are accidental (in fact, it is also an inevitable matter of time), then Huawei's entry into the automotive industry is inevitable, but because of the sanctions, it has to accelerate huawei's progress as an automobile supplier and solution provider.

How Huawei is successful, only Huawei itself knows best.

In the eyes of others, Huawei seems to be full of "wolf nature", and some people assert that it is precisely because of this "wolf nature" that Huawei has achieved success. But after experiencing this visit to the Huawei Su Research Institute, which is not as beautiful as a company, after seeing and believing this "Huawei University" composed of most of the post-90s intellectual talents, I understood that Huawei's success depends on a kind of sobriety, a kind of rationality, and a calm and orderly order.

Whether to build a car or not, Huawei is "sober in the world"

Huawei is an Internet company, but whether Huawei is building mobile phones, chips, or entering the automotive field, Huawei has always abandoned the "Internet impulse", preferring to be a "turtle" that crawls slowly, and also climbs right at every step, and every one climbs strongly. According to Ren Zhengfei's words: "Use the spirit of the turtle to catch up with the dragon spaceship."

Issue 1817

Author: Gu Chao

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