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Left-handed Hongmeng, right-handed ADS, can the new M7 that cost 500 million to build stand out?

author:Haifeng looks at technology

Text/Huang Haifeng's communication life

Recently, the AITO new M7 (hereinafter referred to as "new M7") series jointly created by Huawei and Cialis Automobile was launched, which attracted a lot of attention for a while, and the popularity even overshadowed Apple's press conference.

According to Yu Chengdong, Executive Director of Huawei, CEO of Terminal BG, and CEO of Intelligent Vehicle Solution BU, the new M7 series cost 500 million yuan to build, and has two core selling points: Hongmeng Intelligent Cockpit 3.0 and ADS 2.0 high-end intelligent driving system. In addition, the new M7 also revolutionizes itself in price, more intelligent-price ratio, and the M9 is expected to be available at the end of the year.

It can be seen that whether it is configuration or price, the new M7 has achieved absolute "far ahead".

Left-handed Hongmeng, right-handed ADS, can the new M7 that cost 500 million to build stand out?

What new experiences will the new M7 release after a year bring? One stone stirs up thousands of waves, can the new M7 this wave of increase and price reduction strategy, can it stand out among competitors such as ideal and Lantu?

The new M7, which cost 500 million, can understand both things and roads

At the beginning, we must answer a question: where is the 500 million yuan spent? Yu Chengdongkou's most solid material and best technology are reflected in the new M7?

It is understood that most of the 500 million spent on body structure, chassis materials, suspension structure and other places that consumers cannot see and touch, including submarine-grade hot-stamping steel accounted for 24.4%, high-strength steel and aluminum alloy accounted for 80.6%, the introduction of CBS (Composite Body Solutions) composite body materials, and the new car is equipped with eight airbags as standard.

In terms of hardware, 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, which cooperate with the high-performance computing platform and Huawei's self-developed anthropomorphic algorithms to achieve full-scene and all-weather perception of dynamic and static targets.

According to Yu Chengdong, the new M7 is "far ahead" because it can both "understand things" and "understand the road". Let's talk about it in detail.

First of all, how is the experience of Harmony Intelligent Cockpit 3.0? "The vehicle system is also as smooth as the Mate 60 Pro." This is Yu Chengdong's evaluation of it.

Through the Harmony system, Huawei has transferred all the applications of the mobile phone to the car, allowing the new M7 to achieve seamless connection between the mobile phone and the car machine.

Not only that, the Harmony 4.0 system may be upgraded through OTA in the future to realize the empowerment of Huawei's Pangu model to Xiaoyi intelligent assistant, and all owners of smart models can experience the Pangu model.

Secondly, for the HUAWEI ADS 2.0 high-end intelligent driving system, high-speed, high-end intelligent driving in urban areas can be realized without relying on high-definition maps.

According to Yu Chengdong, it is expected that in December this year, the urban intelligent driving pilot assistance (urban NCA) will cover the whole country. According to official information, since the release of ADS 2.0 in April 2023, ADS 2.0 has deepened 10 million + km per day, continuously optimizing iterative intelligent driving algorithms and scenario strategies. As of September 2023, the long-distance NCA pilot MPI (Miles Per Intervention, average takeover mileage) is as high as 200km, and the success rate of urban elevated inbound and outbound remittances is as high as 99%.

Finally, in terms of price, the M7 Plus five-seat rear-drive version is 249,800 yuan, the M7 Plus five-seat four-wheel drive version is 284,800 yuan, the M7 Max five-seat intelligent driving version is 309,800 yuan, the M7 Plus six-seat rear-drive version is 269,800 yuan, and the M7 Max six-seat intelligent driving version is 329,800 yuan. Compared with the M7 listing price, the starting price of the new M7 is reduced by 70,000 yuan, which is a dead cost performance.

Talking about the expectations and next steps of the new M7, Yu Chengdong said: "I hope that the new M7 can undertake the task of more than 30% of sales this year, and at the end of this year, we will release the flagship model M9.

We also found that in the list of new cars recently announced by the Ministry of Industry and Information Technology, AITO M9 has completed the declaration and will be officially released in the fourth quarter of 2023, and the pre-sale price is expected to be 500,000-600,000 yuan.

Behind the announcement of the press conference, the monthly sales of Qianjie Auto once reached 12,000 units in 2022, but in August this year, only 5,018 new cars were delivered in the Qianjie series, a year-on-year decline. At the same time, Huawei's intelligent vehicle solution business revenue reached 1 billion yuan, accounting for only 0.3% of Huawei's overall revenue.

Therefore, left-handed ADS and right-handed Hongmeng, increasing market share and surviving gracefully have become the most important thing in the current Qianjie series.

The competition in the new energy circle is fierce, what is the confidence in the world?

This year, in addition to the 100-model battle in the AIGC circle, the battle of new forces in car manufacturing is also fierce. Behind the debut of the new M7, there are also competing products such as Ideal L7 and New Lantu FREE, and how the performance of each company is, let's take stock one by one.

Ideal L7 is the first medium and large five-seat flagship SUV under the ideal brand, including L7 Pro, L7 Max and L7 Air three models, starting price of 319,800 yuan, in March this year began national delivery, as of July 20, ideal L7 has delivered a total of 50,000 units, officially declared that the model "won the sales champion of more than 300,000 medium and large five-seat SUVs".

One of the highlights of the ideal L7 is that the Max model uses the ideal AD Max intelligent assistant driving system, which is equipped with dual NVIDIA Orin-X computing power chips, with a total computing power of 508TOPS, which can efficiently process the fusion signals of high-definition cameras, lidar, millimeter-wave radar and ultrasonic sensors in real time.

According to the sharing of netizens after measuring 1,000 kilometers, the advantages of the ideal L7 are that it can be oiled and electrocuted without anxiety, can enjoy a luxury D-class car experience in the early 300,000s, and the intelligent performance is better than traditional fuel models, and the overall cost performance is good, which is why it has become an ideal sales star, but it also has problems such as excessive speed, large swing amplitude, and large size leading to inconvenient parking.

Let's talk about the new Lantu FREE car, compared with many new forces that start from 0, the Lantu brand was born to stand on the shoulders of giants, backed by Dongfeng's more than 50 years of car manufacturing strength, its R & D system, manufacturing, supply chain management and other resources can be used for it.

As the first model under the Lantu brand, the Lantu FREE is positioned in the 300,000-class new energy SUV market with a starting price of 313,600 and was officially released in December 2020. Since 2023, Lantu FREE has sold from 400 to 1,300 units per month, including only 575 units in July.

In this context, Lantu actively rescued the market, in August this year, the new Lantu FREE positioned in the "smart driving tour big five-seat SUV" was launched, priced at 266,900 yuan, which is 66,000 yuan lower than the Lantu FREE, the new car has greatly improved its product strength, but the price has been reduced a lot, which is expected to alleviate the trend of declining sales.

With the advent of the new energy revolution, traditional fuel vehicles have gradually withdrawn from the historical stage, and new energy vehicles have become a new favorite of fashion. In the new energy circle, Tesla, BYD, Ideal, NIO, Xiaopeng, Nezha and many other car-making forces have formed a trend of "a hundred schools of thought", just like the situation of seizing the taxi and takeaway markets a few years ago.

Throughout the Qianjie series, although it has not yet entered the first camp, it is still an existence that other opponents dare not easily ignore. In the eyes of the public, Huawei is only linked to mobile phones, but this is not the case, Huawei has more than 30 years of ICT technology accumulation, big data, AI technology can make up for the shortcomings of traditional manufacturing. Secondly, Huawei has successful experience in making mobile phones from 0 to 1, and has accumulated profound service experience and user reputation, which are intangible assets.

Before the final victory and defeat of the new energy competition, we believe that the tenacity and persistence in our bones will help the world go further and more stable.