Why is the Chinese who do not make a car?

Why can the Huawei who do not make a car can set off a giant wave in the car circle? On the one hand, under the situation in the global automobile industry, automatic driving has become a high-grade strategic system that has competed in various companies. For traditional auto companies, how to get rushing on this track, the most crucial element is mastery Core technology of automatic driving.

There seems to have never appeared such a part supplier in the car circle, which is able to take the limelight of the whole car.

On the eve of 2021 Shanghai International Auto Show, Huawei and Beiqi Blue Valley jointly built the Alpha S Huawei Hi-term, successfully burned the market. As the world’s first mass production model with Huawei high-end automatic driving ADS system, this car can be said to be the first show of Huawei automatic driving technology, and the market is extremely high.

The first trading day after the new car is released, the A-share listed car enterprise, which has cooperated with Huawei, and Huayi, etc., and Huaqing Yaixian, which have cooperated with Huaqing Valley, Chang’an Auto, and Xiaokang Shares. It should be said that the Huawei, which has always emphasized the “no car”, has not impact the car circle.

Why can the Huawei who do not make a car can set off a giant wave in the car circle? On the one hand, under the situation in the global automobile industry, automatic driving has become a high-grade strategic system that has competed in various companies. For traditional auto companies, how to get rushing on this track, the most crucial element is mastery Core technology of automatic driving. Huawei has been in the automatic driving field for many years, and there is more reserves in the core technology, naturally becoming a multi-vehicle enterprise urgently wanted to bind cooperation objects. From this perspective, Huawei’s influence is from its technical strength.

On the other hand, it is different from the general components supplier to Huawei Inside mode with the cooperation between Huawei and the vehicle. That is, Huawei is jointly designed to develop, jointly developed, which brings more words and leadership in Huawei’s cooperation with the vehicle. Especially in the era of software defining a car, although Huawei entered the car circle with the identity role of “no car”, it is firmly holding the core of the current urban competition.

Huawei Ads Chief Architect, President of Intelligent Driving Product Line, Su Jing, said in a recent approach, the future car foundation is a computer, the car is only a computer control peripheral.

This view not only reflects the new definition of Huawei and other cross-boundary, but also further reveals the transformation of “whole zero” relationship in the process of automobile industry.

Under the trend of intelligence, netization, car products are no longer completely dominated by vehicle companies, and the core technical provider represented by Huawei, has sufficient strength to define the current intelligent electric vehicle products, and even directly decide The automatic driving level of its products. This is also because of the introduction of cooperative products in Huawei and Neptune, the market will put more attention on Huawei.

From this perspective, Huawei’s “Do not make a car, but helps the car to create a good car” model, it is not to be underestimated, it has quietly shakes the “neat relationship” cured in the auto industry. In the future, with the in-depth of the car intelligent, the network link, there will be more “Huawei” to enter the automotive industry, and their arrival will further agitate the existing industrial pattern.

However, there is also a market view that in cooperation model represented by Huawei Huawei Inside, the vehicle company will not be a “foundry”, they still occupy the advantages in the definition, especially in the design, brand positioning, The experience of the user’s cultivation is still difficult to be alternative.

In fact, who can continue to lead the smart car track in this changing car industry in this day. Who can get true dominant? It is still far from making it far.

Disclaimer: This article is for reference only, does not constitute an investment recommendation, and investors operate according to this, risk.

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