On the morning of January 20, both VOYAH and Huawei's smart car solutions announced through their official Weibo accounts, "See you on Monday!"
Some netizens speculated that the two sides should announce a blockbuster cooperation on Monday, and VOYAH may fully embrace Huawei, but the specific cooperation method is not yet clear.
HUAWEI DOES NOT MANUFACTURE CARS ITSELF, AND ITS COOPERATION WITH CAR COMPANIES IS DIVIDED INTO THREE MODES, FROM SHALLOW TO DEEP: PARTS MODE, HI (HUAWEI INSIDE) MODE, AND HUAWEI SMART MODE.
The Wenjie launched by Huawei and Celis and the Zhijie launched by Chery are both smart car models, and in the future, they will also launch Xiangjie with BAIC and Aojie with JAC. In this mode, Huawei is absolutely dominant and controls the whole process.
From the perspective of state-owned enterprises, the deeper the cooperation means the more control is lost, the soul of state-owned enterprises is not in the brand but in the power, this kind of cooperation that touches the fundamental interests is destined to be full of contradictions and difficulties.
"Che Yu Talk" learned that Dongfeng Motor will carry out comprehensive cooperation with Huawei and devote itself to the development of the intelligent field, and the mode of cooperation is likely to be HI (Huawei Inside) mode.
Generally, large factories with some achievements will not choose the smart selection mode of handing over their souls, and they can't afford to lose this person. VOYAH chose the HI mode because it wanted to retain a little "decency" in building its own car.
Huawei's HI mode provides full-stack intelligent vehicle solutions, such as intelligent cockpit, intelligent driving, and intelligent vehicle cloud. In this way of cooperation, Huawei is more in the role of being integrated, helping car companies build cars.
Huawei's HI model partners include ARCFOX, a partnership between Huawei and BAIC, and the AVATR brand, jointly built by Changan Automobile, Huawei, and CATL.
The HI model has many advantages, it can help Huawei quickly occupy a place in the market, but from the perspective of profitability, the cost of the HI model is higher than that of the smart mode, and Huawei has not yet made money from it.
If Huawei wants to make money by making cars, the cars it cooperates with must sell well. As for the HI mode, because only some of Huawei's technologies are used, users do not buy it so much, so the sales of Jihu and AVATR are average.
To put it bluntly, the HI model is a supplier, and car companies will not get too much halo blessing from Huawei when they use it, so why do people have to choose you Huawei?
A few more words
Lantu has always had high hopes from the east wind. According to the data disclosed by VOYAH in December 2023, VOYAH's sales exceeded 10,000 units in December, reaching 10,017 units, a year-on-year increase of 479%, setting a record for the best result in history.
Everything seems to be developing in a good direction, but in horizontal comparison, VOYAH's sales of barely more than 10,000 in a single month can only be at the end of the new power rankings.
Like most of the new forces, VOYAH is also losing more and more money, and it is still difficult to achieve self-hematopoiesis, so it can only rely on the east wind. However, judging from Dongfeng's own performance, it seems that it is difficult to sustainably support the development of its own new energy industry.
I've seen it all, like it!