First, the introduction
April 9, as we all know, since the West suppressed Huawei and restricted chip shipments, Huawei's smart phones, HiSilicon semiconductor, 5G and other hardware businesses have been greatly restricted, the annual revenue continued to decline, last year was a sharp drop of more than 250 billion yuan, in order to find a new revenue growth point, Ren Zhengfei announced the transformation to the software field.
Including smart cars, Hongmeng systems, cloud computing, smart homes, etc., of which smart cars will become Huawei's most important revenue support point, for which Yu Chengdong personally took command and boasted about Haikou: the annual goal is to surpass Tesla and achieve annual sales of 300,000 units.
Second, Huawei, congratulations! Hongmeng smart cars surged 13 times
We all know that although Huawei has taken smart cars as a new revenue growth point, it is different from other smart car brands in terms of positioning: Huawei will not build its own cars, but help car companies build good cars. In other words, under the suppression of the West, Huawei will exist as an incremental supplier, starting from the level of systems and accessories, carrying out various cooperation with many car companies and taking the road of light assets. Therefore, in less than two years, Huawei has cooperated with dozens of car companies such as BYD, Changan, Volvo, BAIC, Great Wall, Volkswagen, and Dongfeng Xiaokang.
As a new player in the field of intelligent vehicles, Huawei's R & D investment in the domestic forefront, the annual investment scale of 1 billion US dollars, and the R & D team is also more than 5,000 people, in the face of Western suppression, how to quickly create cash flow through the intelligent car business has become very important, as of now, Huawei Smart Selection series has launched two models, namely Cyris SF5 and Cyrus Q&D M5, recently, Congratulations To Hua, the smart car business came with good news, the sales of the two smart cars rose 13 times year-on-year On April 7, Dongfeng Xiaokang released a production and sales report for March, in which the sales volume of two Cilis cars reached 3160 units, a 13-fold increase over March last year, an increase of 1310.71%.
Third, Huawei's car sales have soared, can Yu Chengdong's goal be achieved?
As a new player of smart cars, Huawei can achieve sales of more than 3,000 units in a single month in just two years, which is a success in itself, and now that Huawei's car sales have soared, can Yu Chengdong's annual sales target of 300,000 units be achieved? The author believes that the possibility is very small, and there are two main reasons.
First, Cyrus does not have a brand advantage. Compared with Tesla, BYD, Ideal, Weilai and other car brands, although Xilis has Huawei's brand blessing, but also has Hongmeng OS intelligent cockpit technology, but from the actual sales point of view, it is still in a weak position, such as the sales of ideal ONE in March exceeded 11,000 units, so it is not realistic for Cyrus sales to soar in the next few months.
Second, Huawei's cooperation with many car companies has not yet been fully rolled out. Affected by the market environment and the global lack of cores, the cooperation models with Changan Automobile Avita, BAIC Jihu, and GAC have been postponed many times, not only that, Changan, BAIC, etc. have not joined the Huawei smart selection model, failed to enter Huawei's online and offline sales channels, yu Chengdong dared to set a sales target of 300,000 units, the sales of these three brands is the top priority, and now these three models have been postponed many times, which will definitely affect the final sales.
Fourth, can the sales of Huawei's smart cars achieve a counterattack?
As far as the current smart car market is concerned, Huawei's opponents can be many, in addition to Tesla, Ideal, Weilai, BYD and other brands, there are new forces such as Xiaomi, Apple, vivo, Google and other new car-making forces, and now Huawei's smart car sales are blocked, there are so many new forces behind it, so can Huawei smart cars achieve a counterattack? The author believes that there is no problem at all, and there are two main reasons.
First, Huawei's software and hardware ecosystem has taken shape. In terms of software, the four intelligent driving systems developed based on the Hongmeng system have been successfully applied, and Huawei has also obtained Grade A qualifications in the field of high-precision maps; in terms of hardware, 4D imaging radar, car screens, various sensors, on-board communication chips, sodium batteries, etc. have entered the supply chain of many car companies. Up to now, the number of upstream and downstream automobile ecological manufacturers that have reached cooperation with Huawei has exceeded 300.
Second, Huawei's sales channels are basically completed. By the end of last year, Huawei has more than 5,600 stores and counters around the world, more than 5,500 experience stores, not only that, Huawei also has malls, major e-commerce platforms and other online channels, the future cooperation with Huawei models can join the smart shopping mall, so it is only a matter of time before sales achieve counterattack.
5. Conclusion
At present, although Huawei does not build its own car, it has built a full-process automotive business architecture such as patent reserves, R&D testing, manufacturing supply, sales and after-sales service, etc. With Huawei's continuous investment, it will have the strength to build its own automobile brand in the future.
Well, Huawei, congratulations! Hongmeng Automobile rose 13 times, what do you think?