On the afternoon of September 12, Yu Chengdong, Executive Director of Huawei, CEO of Device BG, and CEO of Intelligent Vehicle Solution BU, appeared at No. 31 Qiantan in Shanghai to preside over the new M7 press conference on the day. Although it has been previously reported that the release does not include new product information such as mobile phones, various terms related to the conference have successively appeared on the hot search list of social platforms on the same day.
"Thank you to the hundreds of thousands of car owners for their support to the brand." Yu Chengdong opened the speech session with such an opening remark, and then introduced the new M7 and Huawei's technology in intelligent driving.
Yu Chengdong said: "We have invested 500 million yuan in AITO's new M7 series, using solid materials and the best technology, so that it has become not only 'intelligent cockpit ceiling', but also 'intelligent driving ceiling', but also 'intelligent safety ceiling'!" In the invisible and visible places, it brings users the ultimate experience that is far ahead. ”
According to the statistics of the first financial reporter, in the 90-minute release session, Yu Chengdong mentioned "far ahead" at least five times and "ahead" more than 20 times at the scene, and each mention triggered applause from the audience.
From the content of the entire conference, it mainly revolves around Huawei's capabilities in the car.
According to the official information, the new M7 is equipped with the HUAWEI ADS 2.0 high-end intelligent driving system, which realizes high-speed and high-end intelligent driving in urban areas that does not rely on high-definition maps.
Yu Chengdong said that it is expected that in December this year, the urban intelligent driving pilot assistance (urban NCA) will cover the whole country. "I hope the Chinese market will open L3 soon."
According to data provided by Huawei, since its release in April 2023, HUAWEI ADS 2.0 has built a variety of scenario libraries on AI training clusters, with deep learning of 10 million+ km per day. As of September 2023, the long-distance NCA pilot MPI (average takeover mileage) reached 200km, and the success rate of urban elevated inbound and outbound remittances reached more than 99%.
In addition, the new M7 is equipped with 27 perception hardware, including 1 overhead lidar, 3 millimeter-wave radars, 11 high-definition visual perception cameras, and 12 ultrasonic radars, and realizes the perception of dynamic and static targets with a high-performance computing platform and Huawei's self-developed anthropomorphic algorithms. At the same time, based on the multi-sensor fusion perception capability, the new M7 also has the smart parking capability of visible parking, and supports valet parking and ultra-narrow parking spaces in the park.
Yu Chengdong also said that through the Hongmeng system, Huawei has transferred all the applications of the mobile phone to the car. "I hope that the vehicle system can also be as smooth as the Mate60 Pro and set the hottest record."
The reporter noticed that Yu Chengdong did not mention mobile phones many times at the press conference, and the main time was placed on the introduction of the automobile business. From the background, AITO is a brand jointly launched by Huawei and Cialis, and it is also one of the automotive strategic landing solutions that Huawei has explored in the process of "car building" in the past few years.
At present, Huawei's cooperation with automotive companies is divided into three categories: vertical component supply, HI (HuaweiInside) mode, and Huawei Smart Selection mode, HI mode provides full-stack intelligent vehicle solutions for car companies, and Huawei Smart Selection mode is deeply involved in product definition, styling design, marketing, user experience, and other links. The depth of cooperation between these three models ranges from shallow to deep.
Yu Chengdong once said that Huawei has created a new business model on the car of Qianjie, that is, Huawei is an ecological brand, and internally hopes that this ecological brand can exist in a very small number of enterprises that can survive. "We can't beat others by relying on one, and we brothers fight together, by building an ecological alliance, jointly building this ecological platform, creating this ecological alliance, creating its experience to the extreme, and the products do not conflict, so as to continue to develop." In the future reshuffle of fierce market competition, these few companies will become the few companies that survive. ”
He said in a public speech in the first half of this year that intelligent networked vehicles only have a window of opportunity for two or three years, and if they are not seized, the market will have nothing to do with Huawei in the future.
"The smart selection model, the model of the ecological brand, is that we control our destiny, and we are responsible for the success of the products of car companies." If it can't be successful, what is the use of the parts I make, we must first help the car factory succeed, the car factory can not succeed we can not succeed, the time window of these two years is very important, miss this village will not have this store. Yu Chengdong said.
He hopes that Huawei's automotive business segment will be profitable by 2025, "At present, there is no loss or profit in this piece of Huawei, and we help car manufacturers achieve (sales) of more than 1 million, and the car BU can be profitable." ”
However, the reporter learned from within Huawei that there are still differences in the direction of Huawei's automotive strategy. Compared with the full recovery of the mobile phone product line, the automotive business faces greater challenges.
It was previously reported that Huawei intends to promote the independent operation of vehicle BUs and is currently in close contact with the Chongqing State-owned Assets Supervision and Administration Commission for cooperation. After the split, Huawei's headquarters will recover years of R&D investment in automotive BU. Although Huawei's official response to online rumors is inconsistent with the facts, how to achieve the maximum benefits and achieve the most ideal commercialization goals in limited cooperation with car companies has become a core problem encountered by Huawei's automotive business.
In August, it was reported that Huawei made strategic adjustments to the automotive BU business to reduce non-core business investment and use money on the cutting edge. For this news, Huawei officials did not respond.
Column editor-in-chief: Qin Hong Text editor: Song Hui Title picture source: Shangguan title picture Photo editor: Yong Kai
Source: Author: Yicai Information