Huawei is strong or idealistic, there is an answer in March, behind which is the sofa color TV outdated?

The only thing that can force the ideal L series to clear the inventory may be the new AITO M7. After the facelift, the M7 has a stronger household attribute, and then there is a trend of hot sales, with monthly sales of 20,600 units in December last year, and in January this year, the company also surpassed Li Auto (31,100) for the first time with a sales performance of 32,900 units, and won the first place in the list of new power deliveries. Its rise will pose a certain threat to the ideal car that has always been a core product of the extended-range family SUV, and the competition between the two will continue in 2024.

After completing monthly sales of 40,000 and 50,000 at the end of last year, in the eyes of consumers, this momentum is almost on par with BBA, and the average price is also around 350,000. However, Li Auto still wants to avoid direct confrontation with Huawei as much as possible, and the facelifted AITO M7 has been on the market for just 20 days, with a cumulative order of 50,000, and then it can achieve a monthly delivery of 20,000.

In which direction will this contest develop this year?

Ideal counterattack Huawei, the answer is intelligence?

After the first week of January, Li Auto took the initiative to announce the "Weekly Sales" list. This ranking has been going on for several months, mainly for the new domestic car-making forces, and this time Li Auto was surpassed by Huawei for the first time, and the overtake reached 35%. In the first week, Li Auto sold a total of 4,300 units, and AITO Wenjie sold a total of 5,900 units.

At the beginning of the second week of January, Li Auto started a wave of official price cuts, but in fact, this is a terminal discount that has been available in the store before, but it is just a wave of official publicity, with obvious intentions, to clear the current L series and make room for the new model.

The new model of AITO M7 has once again tested the original lead of Li Auto for about a year. After that, AITO launched the M9, and in just one week, it won orders for 30,000 units. Now there is a situation in which AITO M5 and M7 are benchmarked against the ideal L7 and L8, and the M9 is directly benchmarked against the ideal L9.

There is even speculation in the industry about the ideal first pure electric model, the MEGA, which was originally planned to be launched in December 2023, but after AITO Wenjie M9 announced the launch time, the former postponed the launch time. Perhaps the reason for this is that the MEGA is worried that it will be copied by AITO M9, so wait until AITO M9 is released before going on the market, mainly because you can refer to the price of AITO M9 to make some adjustments.

AITO M7 is aimed at the ideal customer base, which belongs to the "emergency product" that will be thrown into the market under the transformation, and then there is a new M7 rebuilt with 500 million yuan. And AITO M9 is the real big move to deal with the ideal, such a car that completely overlaps with the ideal product belongs to the product that directly benchmarks with the ideal L series.

What capabilities is Li Auto most afraid of Huawei?

Huawei's most important product strength is its full-stack intelligent capabilities, including the intelligent cockpit system supported by HarmonyOS and Huawei's self-developed ADS2.0 high-end intelligent driving solution. In the second half of the new energy vehicle, more attention is paid to the strength of the intelligent cockpit system and high-end intelligent driving solutions.

Intelligent cockpit, which belongs to the innate advantage brought by the "technology spillover" of Huawei's traditional mobile phone business, also has an advantage is Xiaomi Automobile, which itself has the aura of "independent operating system". Moreover, AITO M5 and M7 do give a silky, responsive, and ecologically rich car machine experience.

Looking at high-end intelligent driving, the purchase rate of AITO M7, 60% of users have chosen the intelligent driving version, and the purchase rate of intelligent driving in urban areas has reached 75%. In the current automobile market, it is obvious that high-end intelligent driving is not important, and this function is becoming a rigid need for consumer cars. In April last year, Huawei announced the BEV+Transformer+GOD solution, laying the foundation for Huawei's more mature ADS2.0 solution.

An important tool here is the large model Transformer, which is able to adaptively find the association between 2D images and 3D point clouds. The alignment requirements for the hardware are not so high, and the perception scheme of lidar + camera is an absolute improvement. Through Transformer, Huawei can turn the hard association between radar and camera, and between the two sensors, into a soft association. In this way, you can get a perception data that contains detailed distance information and can be understood by the system.

Secondly, Huawei has had a certain impact on consumers' cognition, and the early publicity has contributed to the high-end intelligent driving of domestic cars now, so they can choose either Huawei or Xiaopeng. And there is no ideal figure here, which is also the most worrying thing for the ideal at present.

The gap between Ideal and Huawei is not more about hardware, but about software.

The battle of ideal Huawei, the refrigerator color TV sofa is outdated?

Recently, a key node about the ideal is March 1 after the Spring Festival, which is also the last month of the first quarter. In March, Ideal will complete two major events, the launch of the pure electric model MEGA and the facelift of all models of the L series. The focus falls on the last three models, which are the core products of the ideal future volume, and there must be no mistakes.

What are the concerns of the industry and consumers, what capabilities will be improved by the facelift of the Ideal L series?

Let's speculate first, the changes in the level of intelligent driving will not be very large, or there may not be changes. At present, all low-end models are equipped with Horizon Journey 5 chips without LiDAR, and high-end models are equipped with dual NVIDIA Orin-X chips and 1 LiDAR, and the computing power corresponds to 128TOPS and 508TOPS respectively. What's more, according to the current ideal self-developed intelligent driving function, the chip and hardware configuration can be fully satisfied, and there is no need to change.

Then, if the perception hardware and intelligent driving software are not adjusted, it may be concentrated in the cockpit. Now the ideal L series of all models, the cockpit chip is still the old configuration of 8155, and the 8295 chip has been decentralized to the model of about 100,000 yuan. Therefore, this facelift is very likely to optimize the cockpit performance. The 8295 solution supports the deep integration of intelligent driving in the cockpit domain, and realizes L2 intelligent driving such as ACC, LCC, AEB, as well as functions such as surround view and fatigue monitoring.

After replacing the 8295 chip, Li Auto can achieve two sets of solutions:

1. Qualcomm 8295+ NXP S32G chip, while supporting richer cockpit applications, also integrates some L2/L2+ intelligent assisted driving. It is equivalent to realizing the cockpit and driving integration through the Qualcomm 8295 chip (but the cockpit chip can also be regarded as redundant and takes over some functions, only 30TOPS);

2. Qualcomm 8295 + NXP S32G + NVIDIA Orinx chip, the cockpit application is further enriched, and at the same time, in addition to cameras and millimeter-wave radars in intelligent driving, it also supports access to lidar and high-precision maps. It can realize high-level intelligent assisted driving functions such as high-speed NOA and urban NOA.

Improvements include higher-definition graphics, optimized voice control, language understanding, driver monitoring, driver and occupant recognition, seamless streaming, OTA upgrades, and high-capacity data upload and download. When it comes to the user, this is a relatively large improvement compared to the old car, at least the sensory changes will be very obvious.

After the facelift and update, it already has more advantages than Huawei?

The decentralization of 8295 chips will be a trend this year, and it will also allow many models to achieve "cockpit equality", which means that the cost of chips is not so high, and there are a few more screens in the car to do a good job of software adaptation, and the cockpit experience of models from hundreds of thousands to hundreds of thousands can be achieved at a good level. Indirectly, it is difficult to distinguish the cockpit this year, and the product strength is almost the same, and if it is not equal, it is equivalent to falling behind; but after the ideal uses the 8295 chip, the chip computing power of the cockpit is directly topped to the top level of the industry, in comparison, it has more advantages than Huawei's cockpit (Huawei does not use Qualcomm Snapdragon series chips to make cockpit chips).

If you don't make up the cockpit, the gap between Ideal and Huawei is 50 points, and after making up the 30 points of the cockpit, there may still be a gap of 20 points in high-end intelligent driving. It's not a gap that can be made up by heaping hardware,Look at Huawei and Xiaopeng,Which is not to use time to pile up intelligent driving,During the period, including the trial and error of various schemes, there are also a lot of running maps and training;And nowADS2.0 is for L3 level high-level intelligent driving,If L3 is opened in the future,Then Huawei's lead can only be greater。

From the end of last year, after 50,000 units of Li Auto in a single month, the era of relying on range extender + refrigerator color TV sofa to harvest sales has ended. Judging from the test drive videos and user evaluations published by users on various platforms, the competition in the second half of new energy vehicles has penetrated from configuration and price to a new stage of intelligent rigid demand and vehicle experience.

This year, in addition to the price of the model, the ideal thing to do, it is also necessary to roll up high-end intelligent driving.