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Sources: All of the information stated in this article is based on reliable sources, and is detailed at the end of the article
There are many new energy vehicle companies in the mainland, but there are only two that can represent the development trend of the industry - BYD and Huawei, BYD cars have the best sales, and Huawei cars have the highest degree of intelligence.
In 2023, both car companies have handed in good answers, and in 2024, there will be more fierce competition between the two companies in new cars, who can represent the future of Chinese electric vehicles?
BYD, which is dominated by trams
Throughout 2023, BYD sold 3.02 million vehicles, an average of 250,000 vehicles per month. In the last quarter of 2023, BYD's average monthly sales will all exceed 300,000 units!
The sales of these three million vehicles, half of which are pure electric and half hybrid, are all related to electric power, and BYD has thus taken the top spot in the electric car industry.
At the beginning of 2024, BYD was affected by the "New Year" and "Spring Festival", and its sales in January and February combined were only 320,000 units, and it was not until the end of March that BYD's monthly sales returned to 300,000 units.
This number is much better than in 2023, and BYD will officially kick off the competition in 2024 from March, and the strategy adopted by BYD is to compete with oil vehicles for the market.
Since 2024, BYD has played the banner of "oil is more expensive than electricity", which has made more and more oil truck owners shake. In February, BYD also pressed the price of Qin PLUS to below 80,000 yuan, which attracted the attention of many car owners.
In addition to low-cost trams, BYD also has new products in mid-range cars. The 120,000 Song and Yuan Glory Editions and the 200,000 Han and Tang Glory Editions meet the choices of most car owners in the mainland.
BYD's intention is obvious: to take advantage of the general trend of rising oil prices, so that more car owners choose trams, and it is best to replace petrol cars with trams!
BYD's move is actually a helpless move. After all, in the field of electric cars, no matter how good BYD sells, it is impossible to occupy all the markets.
Under the fierce competition, China's electric car market is almost saturated, and if BYD wants to achieve greater growth, it will have to let the traditional oil car market "give way", and the rise in oil prices since 2024 has just helped BYD.
Since April, BYD's Dynasty series and Ocean series have made rapid progress, and their low price and driving experience have made a number of oil cars helpless.
It is worth mentioning that although the price is BYD's biggest killer feature, BYD does not only reduce prices, and BYD is also a leader in the field of electric car research and development.
Today, BYD's R&D team has more than 100,000 people, and the number of doctors alone exceeds 1,500, which is very rare in other countries.
In addition, BYD has a large amount of money in research and development, and in 2023 alone, BYD's research and development expenditure will be close to 40 billion!
People are very familiar with this business model of emphasizing R&D and expanding sales, because Huawei also does the same. However, Huawei still has its own unique advantages in the automotive field.
Huawei's unique advantages
Huawei started with smart devices, so Huawei has an advantage in the intelligence of automobiles that other car companies do not have at all - device interconnection.
Huawei's in-vehicle system is a self-developed HarmonyOS, which has long been installed in Huawei's mobile phones, computers, tablets and other devices.
If you are driving a Huawei car, the connection between the device and the car will be very convenient and smooth.
In addition to the HarmonyOS ecological chain, Huawei also has a "unique job" - autonomous driving. With high-precision sensors, radars, and other devices, Huawei's cars have a strong ability to perceive the driving environment.
Even without a map, Huawei Cars can provide users with autonomous driving services based on road information and road conditions, and the car will automatically avoid pedestrians and plan routes. Car owners can even set the speed to let Huawei cars drive safely in different environments.
It should be noted that autonomous driving is not driverless, and Huawei cars cannot drive without the driver. At the same time, the autonomous driving system cannot handle all road conditions, and its biggest role is to help the owner save energy and physical strength.
With the continuous change of the tram system, many brands of trams have the function of "intelligent driving", but the degree of "intelligence" of Huawei cars is admired by other brands.
Therefore, Huawei, which only entered the automotive field in 2019, has been valued by many car companies, regardless of its sales.
In 2023, the total revenue of Huawei Automobile will be 4.73 billion, more than double that of 2022!
Compared with BYD, Huawei's revenue is definitely not high, which has a lot to do with the price of Huawei cars.
Huawei has mainly developed two series, "Wenjie" and "Zhijie", with prices ranging from more than 200,000 to more than 400,000 yuan, and in the mainland, this price is already relatively high.
At the same time of developing car brands, Huawei also sells core components such as motors, intelligent driving controllers, and sensors to many car companies, although the profit is not high, but it is stable and reliable.
In addition to selling hardware, Huawei cars also sell technologies, such as autonomous driving, HarmonyOS cockpit and other advanced automotive technologies, all of which are within the scope of Huawei cars.
BYD has the largest number of users, Huawei has an advanced intelligent driving system, and both car companies have a lot of influence in the field, and the competition for new cars in 2024 is destined to be very fierce.
However, competition is not necessarily the only outcome for the two automakers, and if the two can work together to make a breakthrough in the field of tram technology and price, China's trams will definitely go to the next level.
Competition is not antagonism, cooperation is the future
In 2024, Huawei has made a new breakthrough in the field of fast charging for electric vehicles, and the supercharging technology has shortened the charging speed of electric vehicles.
On April 24, Huawei held an online press conference, which not only unveiled the new charging technology, but also cooperated with 11 electric vehicle brands to provide them with supercharging technology and products.
With the development of new energy vehicles, competition has spread to all aspects of automobiles: price, service, technology...... Which car company has major defects will be quickly eliminated by the market.
Therefore, many car companies will respond quickly and cooperate with Huawei in charging. This coexistence of competition and cooperation is the most conducive to the development of Chinese car companies.
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Resources
Beijing News: Huawei established a supercharging alliance with the participation of 11 car companies including BYD, GAC, Chery, and Ideal
Securities Daily: Return to 300,000 vehicles! BYD's latest announcement!
Interface News: BYD has set a conservative growth target for the main sales of Dynasty Network and Ocean Network
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