A big counterattack, Toyota sold its soul to Huawei!

Livestock Corps 2024

2024-04-08 15:21Posted in Guangdong financial field creators

It's really a big counterattack. The soul that SAIC was unwilling to sell, Toyota sold it, and it was also sold to Huawei, which SAIC was unwilling to sell. But Toyota sold not only the soul, but also the body. Because the BZ3 electric car launched by Toyota is equipped with a BYD blade battery. The CEO of Volkswagen China also admitted that in the era of new energy vehicles, Volkswagen has lagged behind, and it has been very successful to maintain a market share of more than 10%, and it can no longer have too high expectations for itself.

Back four years ago, the entire Chinese auto market was still dominated by joint ventures. Japanese cars, German cars, American cars, Korean cars, and domestic cars are comprehensively crushed. But now, not only the market share has reversed, but even the core technology has been completely reversed. Toyota has confirmed that it will be equipped with Huawei's intelligent driving solution. This is the first major Japanese car manufacturer won by Huawei, and it is also the world's No. 1 Toyota car. This is a small step for Huawei, but a big leap for Chinese cars.

You must know that in the era of smart cars, intelligent driving technology is the absolute core technology, known as the "soul of smart cars". Large car manufacturers at home and abroad are generally reluctant to hand over their souls, such as Tesla chose to develop itself, Xiaomi, Weilai, Ideal, Xpeng and BYD, etc., all chose to cooperate with Nvidia to create their own intelligent driving solutions based on the Orin-X autonomous driving platform. There are only four companies in the world that can truly independently develop intelligent driving systems, namely Nvidia in the United States, Tesla, Intel and Huawei in China.

Apart from these four, there are no more branches. Among them, Intel still relied on the acquisition of Israel's Mobileeye intelligent driving company to obtain the ticket to intelligent driving technology. In China, Huawei is the only manufacturer that has opened up the entire technology chain of intelligent driving, using the self-developed MDC810 assisted driving chip, and the cockpit system is also equipped with the self-developed HiSilicon Kirin chip.

For global automobile manufacturers, if they want to build an intelligent driving system, except for these four, there is no choice at all. Why didn't Toyota choose Nvidia or Intel, but Huawei? Strictly speaking, this is a kind of curry favor with the Chinese market. The core reason for this is that the penetration rate of electric vehicles in overseas markets is less than 10%, which is basically in the single digits. As a result, in overseas markets, Toyota was able to sell more than 8 million fuel vehicles. The biggest gap between fuel vehicles and electric vehicles is that they cannot achieve accurate intelligent driving.

The simple reason is that the motor drive can precisely control the speed of the motor, so as to achieve high-level autonomous driving. Fuel vehicles are driven by internal combustion engines, which cannot accurately control the speed, and have natural defects in intelligent driving technology. Fuel vehicles can be equipped with an intelligent cockpit through the "48-volt mild hybrid" system, which enriches its entertainment, but it cannot do the same driving technology as electric vehicles. Toyota can rely on the advantages of traditional fuel vehicles to continue to hold on to overseas markets, and its sales volume ranks first in the world. However, the Chinese market cannot be completely abandoned.

To this end, Toyota takes the initiative to hand over its soul to Huawei, so that it can quickly catch the express train of Huawei's intelligent driving technology at the lowest cost. In other words, Toyota has given up on the field of electric vehicles and overtook Chinese car companies. It just wants to use Huawei's intelligent driving technology to survive in the Chinese market and not fall behind.

In terms of sales, the biggest impact by BYD is Japanese cars. In the past March, Japanese car sales plummeted. GAC Toyota slumped 32% to sell only 55,000 units, compared with 81,000 units sold in the same period last year. Guangqi Honda and Dongfeng Honda only sold 60,000 units, and Dongfeng Nissan was the only Japanese car to grow against the trend, selling 59,000 units, a slight increase of 4% year-on-year. Among them, the main sales model Sylphy sold 70,000 units from January to March. But this kind of sales is to make money, not profits.

In 2023, Dongfeng Group will lose nearly 4 billion yuan, and in 2022, it will also make a profit of 10.2 billion yuan. This profit and loss is 140 billion short. The main reason for dragging Dongfeng Group's profits plummeting and turning profits into losses is that the joint venture cars cannot be sold, and the incubation of independent brands requires huge capital investment. So far, the most successful new energy brand of Dongfeng Group is not VOYAH or Dongfeng Nano, but Cialis invested by Dongfeng Investment, which is the original Dongfeng Xiaokang.

Dongfeng Group holds 21.72% of the equity of Cialis, and this investment is likely to become an important cash cow for Dongfeng Group in the future. It is not Dongfeng that really makes the Cialis Wenjie brand, but Huawei.

For Huawei, the opening of Toyota will further open up more joint venture car companies and become an important supplier of intelligent driving solutions for major joint venture car manufacturers.

In the era of electric and intelligent, Toyota is really lagging behind. Toyota can't be blamed for this backwardness, but more importantly, Japan's electronic chip industry can't keep up. The battery giant also has a Japanese Panasonic, but there is no head R&D factory for intelligent driving technology in Japan. The countries in the world that can do intelligent driving technology are only China and the United States.

Next, let's see whether Volkswagen, Nissan, Honda, Mazda, etc. will join hands with Huawei? Toyota and Huawei, the biggest change is that Huawei's intelligent driving technology may really enter the price range of 150,000 yuan. This is also Toyota's last chance against BYD.

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