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In any case, Huawei's determination and potential to enter the field of intelligent electric vehicles are far from being summarized by a short-term goal of 300,000 vehicles.
Yu Chengdong, cattle people love to brag and dare to brag, life and death are indifferent, do not obey!
Huawei's 300,000 cars sold in 2022 can basically come to an end.
The newborn calf is not afraid of tigers, leading Huawei to kill into the new energy vehicle industry Yu Chengdong, in the process of accepting media interviews a few days ago, has not shy away from and more frankly answered netizens and a group of auto media old wet -
Enjoy the topic of "300,000 vehicles".
300,000 vehicles aside, this year's dry 100,000 vehicles is a miracle
"300,000 vehicles is simply impossible, this year can be more than 100,000 units, has already created a miracle"...
In this regard, the table explanation given by Yu Chengdong mainly blames the "lack of core" as an industry problem.
Listen carefully, what Lao Yu said is also correct, and even has a bit of a taste of compulsion.
As we all know, as early as the beginning of the previous year, "lack of core" has become the industry's annual hot word, China's auto industry has been a small "chip stuck neck", after two years of public opinion transmission, basically has become the consensus of the industry.
In fact, in the past two years, whenever you have seen a car in a 4S shop and bought a car, there is a good chance that you can hear some relevant information from the terminal.
For example, due to the tight supply of chips, the discount is not as much as in the past, and some popular brand products even need to wait for months to "queue" to pick up the car.
Therefore, the chip crisis will not be lifted for a while and a half, even if Huawei and Yu Chengdong have appeal and combat effectiveness, it is also "difficult for smart women to cook without rice", which cannot be effectively used.
There is not so much chip supply, 300,000 cars can not be produced, so what does Lao Yu sell?!
But! Lao Yu's words can "deceive" the layman, but it is difficult to convince the insider.
Because practice has shown that:
Even if the chips and production capacity are sufficient, Xiaokang Xilis can cooperate with Huawei to produce 300,000 vehicles, referring to the actual combat situation in 2021 and the first quarter of this year, Huawei is basically impossible to complete the grand phased goal of 300,000 vehicles in 2022.
Xilix SF5 high and low, Huawei fully bet on AITO
It should be pointed out that last year, as the first year of Huawei Yu Chengdong's public platform and trying to help Cyrus sell SF5, the result was that sales were high and low, and did not achieve the expected results.
In order to reverse the defeat, at the end of last year, Huawei further intervened and went down, dominating the release of the new brand of AITO and the M5 of the world.
Judging from the data that has been released from January to March this year, even though Huawei has fully empowered and increased the volume of communication, at least so far, the sales performance of AITO and M5 is still not optimistic.
Last month, the sales volume was only more than 3,000 units, and it did not reach the goal of breaking through 10,000 in the first quarter that the oath-taking conference wanted to achieve at the beginning of the year.
The reason is that Yu Chengdong, as the chief trader, is naturally aware of it, such as fish drinking cold and warm self-knowledge.
That being the case, standing in the present moment and looking back, how should we understand and see the grand goal of "300,000 vehicles" that Lao Yu publicly shouted out last year in the face of the world?
Leju Automobile believes that when Yu Chengdong shouted out this goal last year, his confidence was bursting, mainly from the following points:
First, Yu Chengdong's personality and style of acting are so, he has always dared to say and dare to think and dare to do, and he is accustomed to running trains and all kinds of bragging about satellites along the way.
In this regard, Yu Chengdong has also been controversial, so the jianghu gave him the title of "Yu Dazui".
But at the same time, Yu Chengdong dares to brag and brag, but in the past few years, he has led troops to fight in various sections of Huawei, and indeed he has made outstanding achievements in the invincible battle.
Yu Chengdong, CEO of Huawei's consumer business and CEO of Smart Car BU
Yu Chengdong himself also told that when he was a child, even if he "fought" with others, he had to win even if he hit his head and bleed.
Born in a rural family is not good, he has been "competitive" since he was a child, and then he was admitted to Tsinghua University with excellent results and won a scholarship, and after graduation, he joined Huawei on the occasion of the spring breeze of reform, and he has been working for 30 years!
In Yu Chengdong's words, Huawei's company and his own "wolf nature" gene determine that everything must be "competing for the first".
Entering the automotive industry is no exception, and since it has come in, it must set a grand vision - to become The first in China and the first in the world.
Second, Yu Chengdong is overconfident that with Huawei's golden signboard + the full cooperation of Xiaokang Cyris (obedient and well controlled), under the personal command of his "Navy" artillery commander-in-chief, Huawei can also be invincible in the field of intelligent electric vehicles.
After all, the number of 300,000 is not enough in Yu Chengdong's concept, thinking that when he sold Huawei smart phones, selling tens of millions or hundreds of millions of units a year is not a thing.
According to his simple calculations, considering that Huawei has and will expand thousands of stores across the country, even if a store sells 30 cars a month, all stores can do 30,000 units a month, and it is not very difficult to sell 30w units a year.
Huawei's offline experience store large-scale "car sales"
It should be known that after Huawei's 5G and mobile phone businesses were severely sanctioned overseas, the smart electric vehicle consumption business led by Yu Chengdong is of great significance to Huawei. Don't look at so many brands that Huawei cooperates with, but AITO is the "hope of the whole village".
Behind the 300,000 cars, Yu Chengdong's several "did not expect"
It's just that Yu Chengdong may not have thought of, or miscalculated these points:
First, how strong is Huawei's brand appeal? The general recognition of Huawei mobile phones does not mean that Huawei car consumers can also quickly recognize.
Ren Zhengfei has clearly issued the highest instruction - Huawei does not (directly) build cars!
Therefore, from the Xilis SF5 to the AITO Q&A M5, even if Huawei and Yu Chengdong are very hard to promote, they are also placed in Huawei's online + offline channels for sale, but they do not use Huawei's logo, which cannot be called "Huawei brand" cars in the strict sense.
Cyrus AITO asked the M5
In addition, similar to Huawei mobile phones, Huawei's cars (even if they are designed and sold by Xilis OEM and Huawei), the price is not cheap!
In fact, compared with the previous Cyrus SF5, the "premium" after Huawei's blessing has obviously increased by tens of thousands, which is undoubtedly very suspicious and offensive.
Second, can the factory quality control and production capacity of Xiaokang Xilis be "rapidly improved" as initially envisioned.
It is necessary to realize that Huawei and Yu Chengdong, who have not built cars, may not have expected that a Xilis, which had previously sold less than a few thousand units, could quickly climb the hill and upgrade a magnitude in all directions, which could not be achieved overnight.
After all, the first battle must not only be won, but also steady, and word of mouth is extremely critical. It is absolutely impossible to "pull up seedlings" because of the shouted sales figure target, regardless of various practical factors.
In that way, even if 300,000 cars are sold, it is not good because the quality, quality control and other links are not in place, and Huawei can have 300,000 "time bombs" at any time.
Once the reputation and feedback of the early owners and users collapse, it is very difficult to reverse it later.
Third, it was originally just a random calculation, a casual shout, but the media in the auto circle was so wet that it was so stubborn and seriously "calculated"!
In a sense, we can't rule out that before Yu Chengdongkou shouted out the goal of 300,000 vehicles, he also knew that the challenge was very great;
It just stems from his personality of braggagging and putting satellites, as well as Huawei's usual "first" style of playing, so shouting out that this 300,000 vehicles has a large component to match the topic and marketing.
It's like le teasing the car to shout out "next year's revenue to 10 million", in the end, can you do it to the side, first shout out this grand vision and goal, and force everyone to go all out to do it!
Achieved better, really did not achieve 5 million, 6 million, it is already quite good.
However, who called Huawei and Yu Dazui so famous, so from going to you to now, everyone in the industry is dead set on this 300,000 vehicles.
Le Tease Observation:
Putting aside the 300,000 vehicles in 20202, can AITO under Huawei's full empowerment be achieved?
Or in the longer term, Yu Chengdong wants to achieve the "China's first, the world's first", in his self-proclaimed "53 this year, can still work for 7 years to retire", the next seven or eight years to 2030, Huawei car sales can become the world's first?
I think that this question is not really able to give an accurate answer except time and practice, or it is better to look at it in two:
On the one hand, Huawei's determination to enter the intelligent electric vehicle industry is very large, and its strength is also super strong, even if it cannot reach 300,000 vehicles this year, the hope for the next year is still great;
Huawei's brand awareness and popularity are not to mention, in the past few years, it has indeed made a deep layout in the field of core system components such as intelligent cockpit, intelligent driving, and motor electronic control, and technical advantages are still there.
Channel marketing and other dimensions, it is needless to say, Huawei naval universe is invincible.
Therefore, as long as Huawei is steady and steady, it is destined to become a powerful force that cannot be ignored in the field of new car manufacturing.
Even if Huawei does not build its own cars, Huawei's participation, cooperation, and deeply bundled car manufacturers such as Xilix AITO will achieve Huawei's status and voice in this field.
On the other hand, the goal of China's first and the world's first, in the short and medium term, the challenge is still too big, the probability of ranking among the top five and the top three is very large, but to do the first, the author thinks that the next 7 or 8 years in Yu Chengdong's hands are unrealistic.
In fact, Huawei's mobile phone (sales) to the world's first, not only took one or two years, two or three years, and the recent two years for various reasons fell very badly, once fell out of the top three.
The newly entered field of smart electric vehicles has a difficulty coefficient of N times larger than that of mobile phones.
But in any case, Huawei's determination and potential to enter the field of intelligent electric vehicles are far from being summarized by a short-term goal of 300,000 vehicles.
Yu Chengdong, cattle people love to brag and dare to brag, and the mediocre people can't understand and don't want to understand. Life and death look down, do not obey the dry is!