In the past few days, I had a very interesting thing in my WeChat circle, from the car main factory to the automobile supplier to other fields. Several practitioners say the same point of view: quot; deep feelings, a company will bring this effect on the stock price of the car circle;
This company, the name is well known, Huawei. The people know Huawei, about smartphones, smart tablets, intelligent wear, but in fact, Huawei’s core business is not the case. First of all, it is an operator business. On communication, followed by enterprise business, about corporate network equipment, once again, it is a well-known consumer business – mobile phone, computer, watch, etc., today’s Huawei, also row in cloud business capabilities Location in China TOP3.
And its effect on the stock price of the automotive ring, the node is on May 24. There have been media reports. Chang’an will have a large change with Huawei’s cooperative automobile semiconductor business, and the relevant automotive sector automobile stock prices have changed, but on the morning of May 24, Huawei re-issued statement reaffirmed the car. Huawei Company said that this long-term strategy has been clear in 2018 and there is no change. After the announcement, Huawei’s car concept stock fell, North Air Blue Valley, Chang’an Automobile, Xiaokang Shares, and the stock price occurred. 
Suppose, Changan and Hua are cooperative to enter the semiconductor, is it important?
It is important, but it takes time to advance, and require continuous improvement efficiency to complete the corresponding acceleration.
The reason is very simple, in the semiconductor business, the current abilities of Huawei are mainly medium and low-end products, while also encountering more pressure.
Assumble, Huawei has not rumored, Huawei is indeed promoting the corresponding semiconductor business between Huawei and Changan, then how is it today, actually comes from 3 levels:
1. IGBT 2.MCU 3. High-end processing chip
Power semiconductor, intelligent control IC, intelligent control IC, smart control IC, smart sensor, chip design, wafer manufacturing, package test, downstream application, etc.It can provide relatively good supply capabilities.
From the field of IGBT, Huawei is currently facing, and the core reason is its start time.
At the end of November 2019, the industry media came out of Huawei to dig people from the IGBT manufacturer, essentially, in order to make the power semiconductor chip business more Strong vitality, domestic replacement solves today’s IGBT inquiry, Huawei’s behavior is worth encouraging. However, China’s current situation is that IGBT demand is 150 billion to 200 million years, and with further upgrading of intelligent in recent years, such gaps will be larger. At the same time, the status quo also includes, high-end IGBT, more than 80% dependent on imports.
Huawei in the future time is, how old is the challenge in the IGBT field, and there is actually a case in BYD in the current automotive industry. BYD’s IGBT business originated in 2005 and 4 years, launched an independent research and development model IGBT product. In 2018 after 10 years, BYD completed the IGBT 4.0 chip product, and began to get a high-end category. During the whole process, BYD had a high-end breakthrough in the middle of the game, and the time spent 14 years. At the same time, from the 1 millionth-level car level power device loading, you will find another thing, the difficulty of large-scale production capacity is extremely difficult, and the upstream of the entire semiconductor service is smaller than seeking.
Huawei own has the corresponding chip design capabilities, a certain manufacturing technology, etc., but BYD’s case is in front, Huawei needs how to spend how to spend the cost, to complete the achievements like BYD, this It is difficult to estimate. At the same time, after having certain production capacity, promote IGBT loading capacity to the automotive sector, which is also a big test, selling it, how to match the car verification, everything is pressure.
The field of MCU is also divided into low ends and high ends because of their functional properties. The low-end MCU product part, because Huawei itself has achieved success in the ICT field, it is actually not too big. The difficulty is the middle high-end MCU, this part,Huawei’s start time and IGBT are basically quite. Around 2020, Huawei’s joint ST was exploded. In May 2020, the SAIC Maxus related models of Huawei technical controller were listed, but the chip is still from ST.
2019 launched the chip joint research and development, to the small range of the corresponding product, Huawei’s speed is very fast, but it is actually stress behind the cooperation with ST, the core reason is that China has no domestic MCU related supply Business.
At the same time, Huawei also faced the problems included, although it has corresponding electric drives, the body controls MCU initial skills, but current car markets, mainstream car companies are largely interested in existing Related companies depth bindings such as Bosch, Mainland Group, Electricity, Modern Mobis, Vja, etc. Where is Huawei’s opportunity, how to accelerate the progress of Huawei and ST, which is the same as the challenge of the next round.
There is a certain capacity, research and development capabilities, and Huawei to solve it is not only made, but also sell it.
and, the core processing chip level
This topic is clearly doped with more other variable factors. After Intel, a series of enterprises, recently, the latest news is, Samsung magnesium light on Huawei demand SSD / memory, etc. In fact, Huawei’s current mobile phone and related business sector have encountered a big impact, this should be revealed in May, there is no new exact news, Huawei’s next generation flagship mobile P50 is currently determined, even There is a cancel risk.
In fact, with the recent Hongmeng system release, and the information of Huawei related mobile phone business, the situation can be seen is, Huawei is currently Search for other levels.
Automobile business, naturally one of the corresponding sectors.
However, it is limited to the current up and down discontinuation and other restrictive factors, and Huawei has a very obvious pressure in the high-end processing chip level in the car level. As for the joint release of Shanghai Auto Show Beiqi Arcfox and Hua Yao, Shanghai Auto Show, the United Northern Authority, in fact, does not mean too much, only explains, Huawei gives the corresponding solution. However, in the countryWhen the corresponding standard is not officially landed, there are too many problems in Huawei. For example, the effective data is running out of Arcfox. How to run out, how to break other car companies have chosen the strong joint plan to participate in it, how is it? Play with the small brand / final stream brand.
Topics, topics of the core chip, topic, architecture problem, algorithm problem, actually have an advantage in the hands of the current Huawei, It is its extremely powerful / cost control capability / production capacity, while others are full of multiple variables.
Write at the end:
There are too many qualified conditions in energy consumption, cost, design, upstream, and semiconductor.
The above is Changan, Huawei-related news, and the final integration of the interviews of many practitioners. In essence, Huawei faces too much pressure at the automotive business, but from the heart, it enters the automotive area, which is tangled.
The entangled point is that there is no very powerful / potential to be born, it has a chance to break the traditional global related pattern. However, from Huawei’s multi-year development process, because of its extremely excellent cost / production capacity, related companies that complement its deep cooperation, often in the field of certain core technology and its unnecessary bindings, afterwards , A big way depends on the evolutionary speed of Huawei.
Whether it will be so, it is not known for the automotive industry. However, from Changan, Huawei’s rumors, in fact, we can see that it is currently in the preliminary layout, and the growth rate is very fast and is constantly accelerating. However, with Huawei’s integration ability, global positioning, now, it is not a good time to announce the car, and it is also too far from the car. Unless otherwise, completing the related controls of A or B companies, but A or B is not appropriate.
Produces the quot of Huawei wants; the mainstream model of the quasi-road industry is still not the time.