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"It is too difficult for Huawei to sell 300,000 M5 vehicles a year, and it is a miracle that it can sell 100,000 vehicles this year."
"The original price of 10 20 chips fried to 2500 yuan a piece, Huawei is not accustomed to this problem, I would rather sell less than accept this price."
In a recent interview with auto blogger @Wu Pei, Yu Chengdong responded to the current situation of Huawei's automotive business, sales targets, and the various negative controversies that have recently plagued him.
Finally, despite the 300,000 Haikou vehicles he boasted about were punched in the face, Yu Chengdong was still optimistic about Huawei's auto business:
Be the first in the world, we will be able to do it!
What did Yu Chengdong say?
From mobile phones to cars, can it work?
How can the experience gained in the mobile phone industry be translated into the automotive field?
Yu Chengdong: Cars and mobile phones have a lot in common, first of all, they are consumer goods, experience, quality and brand of these three elements, you see the design of our car, we have a beta user group, to find the problem of the car, I am a very enthusiastic person in the group to ask questions, I do not let the driver drive, are my own driving, because I have to find the problem of the car.
The automotive industry is a very closed ecosystem, how can Huawei change this industry?
Yu Chengdong: In the past, the mechanical industry era, the chassis engine wave box three major pieces are the core elements, today's era, these three major pieces are not the core elements, the chassis is more and more standardized, the past traditional mechanical parts, by the battery, motor, electronic control and power management replaced.
Then intelligence is the core of differentiation, so at this time the industry has changed, and it just happened to hit the place where Huawei has advantages:
Batteries, motors, electronic controls, power management, for everyone is new, our accumulation in this area is not worse than others, high-speed oil-cooled this motor, we are still the leading level, the motor CPU from IGBT to high-voltage silicon carbide, compound semiconductors, this is where Huawei is good at. Battery this piece we do not do, the domestic Ningde era, and several other companies, is also the world's leading.
But among them, automatic driving and intelligent cockpits are the core of the entire intelligence, and this piece is what Huawei is best at.
In terms of autonomous driving, the millimeter-wave radar of the car, which is my early commercial product at Huawei Wireless, which I created, is what we do best to do millimeter-wave radar.
The second one we're in the optical network, we're leading, and then we're doing lidar, and it's leading, and the digital cockpit is even more so.
Then we need AI training to do autonomous driving, AI cluster training, artificial intelligence processors, algorithms, which huawei is good at.
This human-computer interaction, ecological connectivity, Hongmeng ecology, this is our advantage, so the car from the machinery industry to electrification, intelligence and networking, just bumped into our advantages.
When I was a child, I realized in the process of fighting: it must be first
I heard a little story before that when you were a child, you fought, and you had to fight first?
Yu Chengdong: Yes, I summed up a law from the process of fighting, the fighting spirit is very important, the big children bully us, as long as our team dares to fight, fight with blood all over their faces, get up and continue to fight, beat them to the wind and fear.
I put forward relatively high requirements for the team, the team's various projects, everyone must benchmark this field to achieve the world's first, but everyone looks at our level, even China's first may not be able to do it, but everyone continues to do it, and soon reached the expected level.
We are in the automotive field, just entered this field, I believe that our continuous pursuit, will be able to help our cooperation with the car factory to achieve the world's first.
It's both a belief and a vision, and we're going to do it because nobody will remember who the second is, and everybody knows About Everest.
The annual sales target of 300,000 vehicles can be achieved now?
Yu Chengdong: 300,000 vehicles is difficult, and now the Chinese automotive industry, the global automotive industry, lack of chips, 300,000 vehicles can not be done at all, because the supply can not be.
But the vision of 300,000 vehicles, we sell up every month, 12 months a year, when the sales reach 30,000 every month, we can run to 300,000 vehicles a year.
Q&I M5 began to deliver in March, delivering more than 3,000 units, such as more than 5,000 units in April, more than 6,000 units in May, this first year, if the sales can reach 100,000 vehicles and 200,000 vehicles is a miracle.
Is the lack of core an excuse?
Yu Chengdong: This is not an excuse, this is a high goal that I have proposed to everyone, because I have just entered this field, I may not be familiar with it, I don't know the supply situation of this industry, and I don't know that this industry lacks core to this point when I first come in.
We have a chip, 10 pieces of 20 pieces, are fried to 2500 yuan a piece, a car with 9 pieces, too expensive. I said I couldn't accept such a high price of speculation, and would rather sell less than get used to it.
How does Huawei choose a partner?
Yu Chengdong: Car companies are willing to carry out in-depth cooperation with Huawei, Xiaokang is a private enterprise, the spirit of hard work is very strong, which is very similar to Huawei's early days.
In cooperation with the team of Xiaokang Xilis, after a rapid rebrand, the operation of a year to launch the M5, a big upgrade, the full use of Huawei's smart cockpit, after the use of good reputation, and this smart cockpit is not the final version, and then ota upgrade. The hardware capabilities of the car, the traditional car manufacturers can also be, but the weakness lies in intelligent electronics, which is exactly what Huawei is good at and complements each other's advantages.
Although The company is a private enterprise, it has a strong learning ability and is very hardworking, which is very similar to Huawei in the early days.
In the automotive sector, between customers and profits, how do you choose?
Yu Chengdong: I would rather give up profits, but also to give customers a good experience, Huawei also assess profits, no profits we can not survive, but may first give up profits, we first do a good job of experience and quality, consumers will slowly recognize this thing, the product will produce a premium, rather eat the immediate loss.
I am a car enthusiast who bought jetta king 20 years ago with a huge 180,000 yuan
Is it a layman in the automotive industry?
Yu Chengdong: Actually, I am a car enthusiast, a real enthusiast. I bought my first Jetta King when I was very poor, and I bought it in 1998, and I bought it for more than 180,000, plus a little more than 200,000 for various things. The second car is the Honda Accord, the highest displacement of 2.3L, and later bmw 530i, Chris Bangle designed the one, Roman samurai shape, short wheelbase, long wheelbase driving feeling is not good.
Then there's the BMW 5, 7 Series, Porsche...
Why work at Huawei?
Yu Chengdong: I came out of college in the 80s, if I can't come out in the countryside, then I am a farmer, my younger brothers and sisters are in school, so the family is still relatively poor, basically do not have to spend the family's money when going to school, because there are scholarships, graduate school, and then come out to work, and then came to the holidays to do projects in Huawei, in Huawei Shenzhen, in the 80s Shenzhen reform and opening up, and then after the southern tour speech in 92, I stayed in Huawei, did not go.
This year is my 30th year at Huawei, personally experienced the process of Huawei's growth from a small company, Ren Zong gave employees good treatment, a good canteen, and a good stay.
The key is a group of young people, the cultural atmosphere in the company is relatively good, everyone is very hardworking, it is a group of young people, young people from the mainland, everyone is working hard together, struggling together here, so they like this company.
I later created the wireless communications department at Huawei, our first generation of wireless products to commercialize, ETS was created by me and another colleague, and later from big brother to mobile phone, all the way to see Huawei's growth.
Do you mind being called "Yu Dazui"?
Yu Chengdong: I am not angry, I have given people a bit of a braggart in the past style, but I think the cattle I have bragged in the past have basically been realized, and many of them have been over-completed in advance, from Monday to Sunday, sleeping 6 or 7 hours a day, and the rest is all at work.
To sum up the mobile phone industry, the past fission formula is 4 to the nth power, your product experience is good, the quality is good, one person will affect 4 people, so in the automotive field, as long as the quality is done, we will be able to win.
Interview Express:
https://www.bilibili.com/video/BV1QY4y1a7FU?spm_id_from=333.999.0.0
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