"Huawei does not build cars, only helps car companies to make good cars." This is Huawei's bold words when it entered the smart car market. Now it seems that the domestic big car companies do not seem to pay for Huawei's "good intentions", but the old American Qualcomm took the opportunity to win more domestic markets, as if there is a rhythm to become a big winner.
Why are domestic car companies unwilling to accept Huawei's concept and do not choose to cooperate with Huawei? In their smart car strategy, what is the little nine-nine?
The value of smart cars
Before talking about Huawei's situation, it is necessary to figure out the value of smart cars. Everyone knows that smart cars are not the same as traditional cars, but many people can't say the specific differences.
In fact, today's smart cars are far from meeting the expected standards. The real smart car is not just the car itself, but the car where the entire transportation system is intelligent. In other words, smart cars are only the first to enter the intelligent era, and the transportation system needs to be intelligent sooner or later. Under the intelligent transportation system, people do not need manual continuous operation at all when driving smart cars, you can free your hands and feet, and do other things in the driver's seat, such as watching TV series or playing games.
The car is given intelligent, the car is no longer a traditional manual operation tool, but a smart terminal like a mobile phone, which can issue instructions through software, and the rest is handed over to the car itself, which is the real smart car.
Such a car, for car companies, a more critical place is that the profit model has changed. The main value of traditional cars lies in the vehicle itself, such as the body, chassis, engine, etc.; while the value of smart cars is given to the intelligent part, such as driverless systems, internet of vehicles, OTAs and so on.
According to the data, in 2020, the software part of smart cars will reach about ten percent of the value of the whole vehicle. Over time, this proportion will become higher and higher. In Huawei's view, 70% of the value of future cars will be concentrated in incremental business, that is, the intelligent part.
In this way, you should recognize that the entire automotive industry is undergoing change. Technology companies that are good at artificial intelligence are ushering in new opportunities, a huge incremental market is waiting for them to harvest, while traditional car companies must consider how to continue to maintain their original advantages in this change, or even go to a higher level.
To cooperate with Huawei is to seek skin with tigers?
When traditional car companies face the attack of smart cars, the biggest problem they face is how to solve the problem of intelligent part. No matter how strong the traditional car company is, it is still too demanding for a car company to suddenly do artificial intelligence. But time is not waiting for people, Tesla, Weilai Automobile and other rising stars are stepping up to occupy the market, and each slow step is losing more benefits.
At this time, they need a partner, a partner who can provide intelligent solutions.
Originally, Huawei was a good choice, but strangely, the big domestic car companies have invariably chosen to reject Huawei. For GAC, which attracted widespread attention last year, its rhetoric is: unwilling to cooperate with Huawei will lose its soul. Many people think that SAIC means that if it uses Huawei's products, it will become dependent on Huawei and will be manipulated by Huawei in the future. But with the cooperation between Huawei and Ciris, people will inevitably have to re-evaluate savoy's meaning.
Perhaps what SAIC is afraid of becoming a vassal of Huawei. We know that the focus of the future of smart cars will be on the smart part, and cars will shift from physical machinery to smart products. For example, a mobile phone, do you think that the phone case and screen are important or the chip is important? The same is true for smart cars.
Now Huawei offers a lot of products, including unmanned driving, smart cockpit, car and so on. In response to Huawei's goals, almost the "incremental" part was done. If you cooperate with Huawei, will it become an assembly plant?
This is absolutely unacceptable to traditional car companies.
Qualcomm profitable
It is understandable that car companies are reluctant to cooperate with Huawei, but what is confusing is that domestic car companies are strengthening cooperation with Qualcomm in laomei. Aren't they afraid of becoming Qualcomm's "shell"?
This should also be the helpless choice of car companies. Do not cooperate with Huawei, but it is difficult to step up to the sky with its own and make a decent smart car. At this time, you can only find other cooperation objects, and in addition to Huawei, other companies in China lack some strength. Therefore, we have to turn our attention to foreign companies.
Perhaps car companies want to use Qualcomm's technical support while developing their own technology, and then consider their own goal of making a complete set of intelligent car industry chain in the future. But they must also consider, if they form a dependence on Qualcomm, will they still have the opportunity to use their own technology in the future?
According to the data, Qualcomm currently cooperates with more than 40 car companies, including no shortage of large foreign companies such as BMW, Honda, etc., nor domestic car companies such as SAIC and Jietu, and there is no shortage of industry leaders such as Xiaopeng and BYD.
summary
Overall, not talking about technology, just talking about the market, Qualcomm has led Huawei a lot.
Huawei and domestic car companies could have become good partners and worked together to develop domestic smart cars, but the two sides were suspicious and cheaper than Qualcomm. Business has no borders, and it is really vivid in the development of domestic smart cars.
Reject Huawei's choice of Qualcomm, what are the small nine-nines in the strategy of domestic smart cars?
Sandpiper clams compete for fishing and profit, why would domestic car companies prefer Qualcomm to choose Huawei?