The epidemic in Shanghai has had a great impact on the national auto industry, because most of the auto parts manufacturers are around Shanghai, and many auto factories have now stopped production. The remarks of Xiaopeng Motors owner He Xiaopeng have attracted a lot of attention, and Yu Chengdong of Huawei admitted that He Xiaopeng is not alarmist.
Yu Chengdong also recently talked about one thing, that is, Huawei's car strategic deployment, Yu Chengdong said that Huawei's entry into the automobile industry should be China's first, or even the world's first. Yu Chengdong also said that there are many similarities between cars and mobile phones, all of which focus on the three elements of experience, quality and brand. In addition, he believes that the era of electrification has given China's auto industry an opportunity, and motors, electronic controls, and intelligence have replaced the three elements of the past: chassis, engine, and wave box.
However, many people should remember that last year Ren Zhengfei also came out specifically to say that Huawei does not build cars, and also said that if anyone mentions Huawei's car, he will dismiss anyone. Now Yu Chengdong also said that Huawei should be the world's first, why does Huawei's automotive strategy look chaotic?
In the past two years, in many Huawei stores, many people have found that there is more than one car called the M5, and many people naturally think that this car is a Huawei car, so Ren Zhengfei said that Huawei does not build cars, so who is this car?
Many people still can't understand what Huawei cars are doing. In fact, the car is not produced by Huawei, but by Jinkang Cyrus, a subsidiary of Chongqing Xiaokang Group, which is involved as a supplier of electric components and HiCar cockpit components. Because Huawei's mobile phone business has been greatly impacted, in order to supplement the revenue of offline stores, Huawei has let stores also participate in the sales of this car.
In fact, when this car is marketed, it seems to be deliberately hanging on the name of Huawei, and it has not deliberately clarified the relationship with Huawei. This has also led to many people not knowing about this car.
To put it simply, Huawei Cars still won't produce their own vehicles, and they won't take a stake in auto companies. This is different from Xiaomi, Lei Jun has said that he has prepared 10 billion US dollars to build a car. Now BYD, Weilai Automobile, Xiaopeng Automobile and other companies are in full swing, so many people also suggest that Huawei build its own cars.
So should Huawei build a car? I think this question can be seen in the difference between the Ningde era and BYD. The Ningde era did not build cars, their batteries were sold to all car companies in the world, and they achieved large-scale profitability early, while the market value also soared to 1.5 trillion, once approaching 2 trillion. Many people believe that catalpa will become the leader of the future of A-shares, especially after the explosion of the global electric vehicle market.
BYD's battery technology is naturally not inferior to the Ningde era, and even in some ways, it is even better. However, the problem is that IND has previously abandoned the strategy of battery export in order to promote its own car, which has given the Ningde era an opportunity.
Today, BYD with a single-chip battery sells well, but the problem is that BYD sells so well, and the market value is only six or seven hundred billion, which is not half of the Ningde era. Now BYD is also about to start the strategy of export sales, and is preparing to split the battery company to go public.
The question is that BYD's move is like being an athlete and being a referee by itself, will BYD's best battery be used only for BYD in the future, or can all companies purchase it?
Google does not do mobile phones, but relies on mobile phone systems to become the world's leader. Companies such as Qualcomm do not do mobile phones, but rely on chips to make a lot of money.
According to the current development trend, the future of the whole vehicle, must be the worst link in the profit margin of the entire industry chain, most of the profit will be taken away by the core components and system manufacturers. All Huawei has to do now is the car system, and some core components. After Huawei makes this, it can be provided to all manufacturers in the future, which is the biggest source of profit.
With the clear division of labor of products and the scale of spare parts, the entire automotive industry is developing in the direction of mobile phones. Are these companies making money on mobile phones now? In fact, most of them do not make much money, and the profits are far less than that of Google, which is a system. Apple has its own system, it can complete the closed loop, so their profits are the largest, and 90% of the profits of the entire mobile phone industry chain have been eaten by them.
Huawei first grasps the core things by itself, if the future is mature, they want to make a car is not minutes? In fact, Huawei has suffered a loss in the mobile phone industry, that is, the core competitiveness is not in its own hands, so people can't do it with a card neck.
In fact, the car is the same now, the future car is more and more intelligent, the dependence on the chip and the system is getting stronger and stronger, if you do not solve the problem of the chip and the system, the future will also encounter the difficulties of the current mobile phone.
Yu Chengdong said that Huawei cars are the first in the world, in fact, it is not that Huawei wants to sell the most cars, but to influence the world's first in this industry.