On April 22, it was reported that SAIC's electric vehicle brand Zhiji Automobile issued a Weibo response to Huawei, expressing expectations for Huawei's new car brand, and replied "Everything is possible" in the comments of netizens, suggesting that cooperation with Huawei may be officially announced. This is since April 2023, after the chairman of SAIC said that cooperation with Huawei would lose his soul, and it has only been a year since he "succumbed", which is really unexpected.
With the acceleration of Huawei's technology iteration and the increase in data accumulation, the gap between Huawei and other car companies in the field of intelligent driving has gradually widened. Up to now, among the officially announced cooperative car companies of Huawei, only Geely, SAIC and GAC have not announced their cooperation with Huawei in the intelligent driving system, and other car companies have fallen under Huawei's "pomegranate skirt". In just one year, Huawei has won almost half of the industry.
Next, which car company is the most difficult to cooperate with Huawei, the answer is undoubtedly Xiaomi. The two companies have formed a situation of incompatibility between users and fans in the mobile phone and automotive fields, which makes it even more difficult for the two companies to cooperate. For Xiaomi, working with Huawei means giving up its brand pursuits, and even for Xiaomi's fans, it is a betrayal, making Xiaomi the only company that has a difficult time working with Huawei.
At the current rate of development of Huawei's intelligent driving technology, the data accumulated every three months may double, and even by 2025, the data accumulated every month may double. In contrast, although Tesla has been accumulating data for more than 10 years, this is only trial data, and on production cars, it will not be opened until March 2024, and it is only in the United States, and it needs to be purchased with money, which is expensive, so the data accumulation is not as much as imagined.
At present, the hardware technology of intelligent driving has matured, and the key is to accumulate the data required for intelligent driving. Therefore, whether it is Tesla or domestic car companies such as NIO, Xpeng, Li and Xiaomi, the gap between them and Huawei in terms of data will only get bigger and bigger. Tesla's FSD will require data migration to enter the Chinese market until 2025 at the earliest, and by then there will be more than one million new energy vehicles using Huawei's autonomous driving system, and they will struggle to catch up.