The AEB "war" in the past few days has attracted the attention of netizens, and to this day, it can be said that Xiaopeng poked Huawei's hornet's nest, and his face was "swollen".
This business war was originally launched by He Xiaopeng. He Xiaopeng publicly questioned the AEB technology of Wenjie Automobile, believing that Huawei was playing edge games and using self-media accounts to carry out a lot of false propaganda. I completely agree with He Xiaopeng's skeptical spirit. The truth always becomes clearer with more arguments. There are no shortcuts to technology. As the saying goes, a mule is a horse. Take it out and yo-yo.
Subsequently, the Xpeng G6 and the M5 were pulled out for testing. If you don't practice, you won't see the real skills. Once practiced, the gap between manufacturers will be revealed. It can be described in one sentence: "This time, Huawei is really far ahead".
At a low speed of 30 kilometers per hour, the Xpeng G6 did not bypass the props and collided directly. The M5 brakes perfectly at speeds of 60 km/h. If you increase the speed a little more, set it to high speed, and replace the dummy and the dummy car with a real triangular cone, it will not brake and will directly change lanes in advance to bypass. Embarrassingly, Li Auto was also pulled out to test together, and there is also an obvious technical gap with the M5.
Data source: Understand Chedi
The intelligent driving system of this Wenjie car is provided by Huawei. When He Xiaopeng thought that Yu Chengdong was bragging, what he didn't expect was that Huawei was really far ahead. Why is this so? Could it be that He Xiaopeng was deceived by his subordinates again? The core reason for this cognitive difference is the huge difference in the technical abilities of the two men. Huawei is a disruptor in intelligent driving technology, while Xpeng is still exploring based on existing technical specifications.
Therefore, Xpeng Motors believes that the existing technical specifications do not allow the implementation of technologies like Huawei, which does not meet the definition of traffic safety. Frequent automatic braking can create a bad experience for both the driver and passengers. However, as a technology disruptor, Huawei does not follow the rules in technology research and development at all. He has been involved in the development of technical standards for intelligent driving.
In the announcement of the "Technical Guidelines for Supporting Autonomous Driving in Highway Engineering Facilities" issued by the Ministry of Transport, it is clearly mentioned that Huawei and Baidu participated in the development of the standard. Xiaopeng is still making standard answers, improving itself little by little, but Huawei has already begun to participate in the question. More importantly, Baidu no longer unilaterally purchased Nvidia's autonomous driving chips, and began to purchase Huawei's autonomous driving chips on a large scale. Baidu is the earliest manufacturer engaged in intelligent driving technology in China, earlier than Huawei, Xpeng, NIO, Li and other car companies. Even Baidu has replaced Nvidia chips with Huawei chips, which is enough to prove that Huawei's autonomous driving chips are definitely the best in the industry.
Due to the AEB battle, Xpeng Motors lost miserably in the technology race. After the opening of Hong Kong stocks yesterday, Xpeng Motors' share price fell 8%. Correspondingly, the market value of Cialis has exceeded 140 billion, which is only 30 billion short of the total market value of SAIC.
Why is Huawei, a mobile phone manufacturer, so far ahead in intelligent driving systems? At its core, Huawei is more than just a mobile phone manufacturer.
First of all, it has the underlying 5G communication technology to ensure the stability of the vehicle network.
Second, Huawei's self-developed LiDAR can automatically collect traffic information.
The third is Huawei's self-developed autonomous driving chip.
Fourth, Huawei's self-developed intelligent cockpit system.
Fifth, Huawei independently developed automotive chips.
Sixth, Huawei has developed its own three-electric system...
In addition to the battery and body shell, Huawei has done other core software and hardware. In fact, in the face of intelligent driving systems, the technical content of batteries is temporarily low. BYD's Foday battery, Great Wall's Honeycomb Energy, CATL, Sunwoda, AVIC Innovation and other battery companies have reached the world-class level, not only for the domestic supply, but also for the world. Especially after becoming independent from the Great Wall, SVOLT has gained a firm foothold in China's high-end automobile market, mainly supplying high-end models such as BMW, Li and VOYANT. The threshold for battery technology is relatively low, and more importantly, the scale effect. The larger the scale, the lower the cost.
In any industry, the first half of the competition is the cost, and the first step is the popularization of the product. Once it's popular, we have to compete in technology and brand. In the automotive industry, technology is the biggest endorsement of a brand. After the second half, with the continuous improvement of intelligent driving technology and the gradual relaxation of relevant regulatory restrictions, the conversion rate of intelligent driving systems on the sales side will become higher.
Huawei decided not to build a car from the beginning, which gave Huawei an innate advantage. Baidu's purchase of Huawei's autonomous driving chips is just the beginning. In the future, more car companies will purchase Huawei chips and Huawei lidar. What many people don't know is that Li Auto and Xpeng Motors are both buyers of Huawei technology and have purchased Huawei's motors.
For Huawei, Wenjie Auto is the product of in-depth cooperation with Celis. But in addition to this, Huawei is also a component supplier. From the perspective of the automotive industry, Huawei has a very deep technical moat. Moreover, it only does the most profitable part, which is also the most technically difficult part. It doesn't do things like car glass and car shells.
Many car companies are afraid of Huawei, because they are afraid that Huawei will control their souls, and they are afraid that Huawei will absorb too much profit. Just like the computer industry, Intel and Microsoft are the most profitable, while Lenovo only earns a paltry amount in foundry fees.
But in general, Huawei is not interested in cost, but on technology. This has forced major automakers to invest in technology with Huawei if they want to make more money.
In fact, in the final analysis, with the improvement of electronic components such as sensors, the products of both sides can obtain information in a timely and accurate manner, but in terms of information analysis, processing, and feedback, Huawei seems to be doing better than Xiaopeng. In fact, this also shows from the side that the current industrial chain of automobile intelligent driving from chips to sensors is complete, but better technology is needed to coordinate these components. Yunheng expects that major automobile manufacturers will continue to break through the technical barriers in this area and vigorously develop domestic new energy vehicles, and Yunheng will try its best to ensure the standardization and improvement of the electronic components industry chain.