The new forces of car manufacturing are waiting for the car upgrade to enter the stage of networking and intelligence, and the reality is that the electrification of the car has not yet been completed.
We can't say that this is a serial process, first to achieve electrification and then in turn to achieve networking and intelligence, in fact, it can be a parallel process, but the progress of electrification is slow, and it does slow down the progress of car upgrades. Moreover, technology is not the most important constraint on progress, but rather policy plays a decisive role. So far, only Germany in the world has issued an L3 auxiliary driving license for Mercedes-Benz.
The domestic new energy vehicle strategy has begun to bear fruit, when many companies are still hesitating whether to bet on pure electric vehicles, many capital has already chosen the direction, have entered the field of new energy vehicles, they are new forces in car manufacturing.
Since there is no experience in car manufacturing of traditional automobile companies and no battery-related technology, the new forces of car manufacturing without exception want to cross the electrification stage as soon as possible and enter their areas of advantage: networking and intelligence.
New forces such as Weilai, Ideal, Xiaopeng, Zero Run, Nezha, Weima, Tianji, and Qingjie have mainly entered the automotive market from the medium and high end. There are several advantages to entering from this perspective, first of all, the focus is on the users of about 300,000 price points, and the sensitivity to the price is placed second, they may be more concerned about the appearance, sense of technology, configuration and so on of the car. At the same time, in this price range, there is relatively little competition, which is also conducive to establishing a brand image. Entering from this price range, for enterprises, the first thing they will encounter will not be the capacity problem, and the trial production of small batches of Seiko can meet the demand. Therefore, most of the new car-making forces have entered the automotive industry from the price range of about 300,000.
In terms of technical routes, in order to avoid the disadvantage of not having insufficient experience in car manufacturing, most of them choose pure electric vehicles, and a few choose the least technical range extender cars in hybrid vehicles. Ideal, Huawei's extended range has responded well in the automotive market.
We can see that compared with traditional car companies, or bydd such a regular army, the new car-making forces have no advantage in technology, subject to the constraints of the general environment, and the information technology they have cannot be fully utilized, and they are still in the stage of brand creation and running, while Huawei is a more special existence.
Huawei's biggest advantage is technology.
Although Huawei's car manufacturing faces the same dilemma as other new forces, Huawei already has a seven-in-one integrated powertrain electric drive system, millimeter wave radar icon wireless communication kit, lidar optical communication optical device, intelligent cockpit based on Hongmeng system and other system-based solutions, and has also demonstrated good strength in automatic driving. In addition to autonomous driving, other advantages are not available to all new car-making forces.
In fact, Huawei's strategy of "Huawei does not build cars, but helps enterprises build good cars" has been to position Bosch as an automotive upstream solution provider, which will be a broader market. Huawei's use of the Huawei inside label shows ambitions similar to Intel inside.
But the truth is that the big manufacturers are worried that Huawei has taken away the soul and are unwilling to cooperate with Huawei in automatic driving. SAIC did not choose Huawei, and BYD chose NVIDIA. Based on this, Huawei, which is eager to open the market, had to choose a second-tier brand and started actually building cars to speed up loading. First the launch of the Cyris, followed by the introduction of the Q&A m5. If the Q&C model is successful, it will be able to play a demonstration role, but it is difficult to say whether it can help Huawei achieve the goal of building a car ecology.
The reality has shown that the domestic new energy strategy is not only for energy conservation and emission reduction, but also for energy security, at the same time, China started early in the new energy industry support, there is no disadvantage. With another track, China may make up for the deficiencies and may form a first-mover advantage.
Everything points to the direction of change in the automotive industry, and it is difficult to turn back from car upgrades.
Under this premise, leaving aside the existing market position, capital and other factors that are more easily changeable, in the end, who invests more, who has the technology, who will have more influence, and who will be easier to achieve the goal. Huawei may be the company with the most successful weight among the many new car-making forces that has entered the latest, and is not completely self-made.