“Fried CP”, “Again” is not the patent of the entertainment circle, eager to have a new energy automotive industry in the capital power, and is full of gossip news. After the wave of the stock market, it often ended with clarification and statement, only one fluff left.
Beijing time on May 24th, Huawei company’s news on the recent cargo, investment vehicle enterprises, etc., the foreign release statement: Huawei does not make car, no investment, no control, Do not participate in any car enterprise. The company has been clarified many times with Huawei’s products. Huawei also reiterated again that Huawei does not make a car, and this long-term strategy is already clear in 2018, there is no change.
Affected by this statement, Huawei’s “Gossip Object” in China has plunged, including Beiqi Blue Valley and Changan Auto Down, and Xiaokang Shares Super 6%, Guangzhou Automobile Group has more than 4%, Huawei concept stock “four small dragons” single-day evaporation sum exceeded 30 billion yuan.
Interestingly, from Huawei Introduction Auto Square, countless car companies shout “wolf is coming”, and then go to Huawei as a supplier of car incremental parts by major cars. Enterprise “grabbing relatives”, a technology company that shouted “Do not make a car” can make countless car companies and love, then there are countless “Gossip”, who is the heat between Huawei and car companies? If you want to explore this issue, we may wish to start with the situation and intentions of all parties in the “Gossip”.
Huawei has always claimed that he does not make a car, but its “wolf” in the automotive field has never been “retarded”.
1. The core business is frustrated, and the car is involved in the car business. Huawei is looking for new growth points:
2020 is very difficult for Huawei One year, the United States step by step, the influence of adding the epidemic, the main income of Huawei consumers is blocked at the “mobile phone business”. On the one hand, as a communication base station business of the enterprise roots, it is rejected at the overseas market, it can be said to be struggling. On the other hand, the capacity of the chip is insufficient, and there is noThe impact of the GMS service and other factors, Huawei global smartphone shipments also formally fell out of the top five in the world.
Back to the domestic market, market research institutions can also announced the 20021 Chinese market mobile phone sales report soon. Data show that the total amount of domestic market in the first quarter is 9.2.4 million, a year-on-year increase of 24%, in the context of the domestic market, Huawei’s total shipments of 14.9 million, compared to total shipments in the same period last year 30.10 million, up to 50% year-on-year.
It is not difficult to see through various data. Under the layer resistance, Huawei’s mobile phone business is already quite rare. Huawei chooses the whole sale of the “glory” brand, it is enough to map Huawei from the side. The situation. Of course, in the case of the mobile phone business, Huawei will never sit in, but to take the initiative to attack with “Wolf”, seek new growth points, with more development space, then Huawei new Where is the star business?
In April this year, Huawei’s full stack of automatic driving of the best fox is Hi-version. Public test multiplication is carried out in Shanghai, which is comparable to “old driver” automatic driving. Ability to brush the entire “car friends circle”. During the next Shanghai Auto Show, the extreme fox alpha s Huawei Hi and Sails sf5 Huawei wisdom two models belonging to different brands, once again bring Huawei to the stage behind the air industry. Obviously, in the case of continuous decline in mobile phone business, the long-term car business that Huawei layout will eventually become a new star business.
2. Never make a car, Huawei is focused on ICT technology advantages:
Strategic decision to “Huawei does not make a car, help to create a good car” is Huawei’s involuntary car business is always Sticking the creed. In an interview with the media, Xu Zhijun has said “Currently, China and even the global market is not lacking in car brand business, nor the lack of car manufacturers, lacking companies that can continue to provide technical and components for future” new four). ”
First, the R & D, production and after-sales service of the whole vehicle is an unusual project, with Huawei’s existing situation, wants to start from “0” in the entry of the whole vehicle, except for huge ofIn addition to resources and time, “product quality” is also the most realistic issue in front of Huawei.
Second, the value of future cars is more condensed within the scope of ICT (information and communication technology), and the core technology and hardware and software development capabilities of this field are Most cars are still the state of “half white paper”, which is precisely the field of Huawei’s good at the field.
It is because of such a “gene match”, and many resistance to the whole vehicle entry to face, Huawei chooses the identity of the supplier of automobile incremental parts, “new four” ” Booster is the most sensible choice.
3. Cooperate with many car companies, Huawei is letting the products land, let consumers know:
Since the part of the parts supplier is involved in the automotive industry, think Let your own product landing, you must install it on a car product that can make consumers who have access to. Therefore, Huawei has successively cooperated with Beiqi, Chang’an, or Guangqi and other listed car companies, and is not only helping car companies to promote “new four-generation” process. For Huawei, it needs such a large car company to expand. Your own product coverage.
However, Huawei is eager, it is not only here, even greater significance is that Huawei needs these partners to launch a model that can take Hawang-oriented models to fully show the charm of its car products.
Review the history of the development of the global automobile industry, China has been in the world’s largest auto market for 10 consecutive years, but if you want to select the global auto industry, can we choose? Suppliers in the bottom of the Automotive Industry “Food Chain” may be able to give a noticeable answer. Imagine that the domestic car consumers say that ten their favorite car brands are not difficult, but if they let them say that the names of several automotive parts suppliers are afraid that it is difficult.
Obviously, domestic auto parts suppliers have not been able to do well, causing consumers who indifferent to suppliers, there is no real market feedback, Whether the supplier is excellent, it can only be counted by the car company. As a result, the supplier is a common thing when they work together with the car companies, and the supplier naturally cannot get healthy development.
Huawei, maybe I have already realized this, and I have already worked for my own initiative and directly contact consumers. Huawei’s cooperation with the car enterprise, the most innovative, is the LOGO of a component supplier, first appeared on the car. For example, Huawei is equipped with the entire technology of the flagship store and some of the flagship stores, and let consumers know that Huawei has entered the automotive industry as a supplier’s identity. More importantly, Consumers have also fully experienced their product charm.
1. Huawei can provide a full digital solution for car companies:
First, as in the above, the future car under “New Four) The value is more focused on software instead of hardware. With the continuous change and development of technology, consumers are also rapidly rebuilding the cognition of automobiles, and this is the lack of traditional auto companies, it is slightly not good. Be cautious is might of being abandoned by the times. Therefore, a part of the car companies are thirsty to find a “digital” solution with Huadi to cooperate with Huawei.
For example, Huawei Full Stack Automatic Driving Nefts Alpha S Huawei has triggered a high concern in the industry, which not only equipped with Huawei Hi solution, but also It is also the first intelligent electric vehicle equipped with Huawei laser radar scheme to achieve an intelligent automatic driving level close to L4.
2. Huawei can solve the problem of model sales:
Secondly, for those car brands that do not have a sales system, Huawei’s online flagship store and the flagship store is extremely Temptation, these cars can sell the sales difficulties in the above two ways, these car companies can solve the sales difficulties in the above two ways.
Sails SF5 has harvested a good result in the first model sold in Huawei channel. After Saisi’s publicity and sales channel helps, Sike is helped by Huawei’s publicity and sales channels, only 6,000 orders of Sails SF5 is only 6 times in 2020 full-year orders.
Returning to the next questionQuestion, “Gossip” between Huawei and Auto Enterprises, who is the heat? Listening to most of the sound in the industry is not difficult to find, Huawei is always a strong party. But the author believes that Huawei is in the background of mobile phone business, with a supplier’s identity, and wanted to seek a greater development space through the new growth point of the automobile business, and at this stage, it is inseparable from the deep cooperation with the car enterprise.
In 2021, although more and more technology companies even in large numbers of automobile industries, Huawei, which is committed to not making the car is not a temporary. In the future, with the delivery of Huawei’s intelligence Sf5, Huawei products will also usher in the user’s test. But no matter what the result, Huawei has already killed “track”, a single software defined, and has quietly opened.