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Rumors Of Huawei'S Car Making Resurrected, Yu Chengdong Takes Over Auto Business?

2020/11/17 11:29:00 70

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Huawei's auto business is making new progress.

On November 16, 36 krypton news said that Huawei's intelligent car solution Bu is integrating with consumer BG. At present, the two departments have been merged at the investment level, and the general leader is Yu Chengdong, CEO of Huawei's consumer business.

At present, Huawei has not yet issued a response to the above report. Reporter to China for internal verification, the other side said that the company has no official documents, thank you for your attention. However, combined with Huawei's previous series of actions, this adjustment is not unexpected.

Previously, at the domestic listing meeting of mate40 series of smart phones, Huawei "incidentally" released its smart car solution brand "Hi". At that time, many automobile media were surprised. Now, it seems that the "cross department" appearance of mobile phones and automobile products is obviously not as simple as "rubbing hot spots".

With the rise of the smart phone market, consumer BG has become Huawei's growth engine in recent years, while the intelligent vehicle solution Bu has just been established for more than a year. Previously, it was subordinate to Huawei's ICT (information and communication technology) business management committee, under the leadership of Xu Zhijun, chairman of Huawei's rotating chairman. As a newly established first-class department in Huawei's organizational structure, the establishment of automotive Bu marks that To formally enter the supply chain of smart cars.

Automotive Bu carries Huawei's systematic layout in the field of intelligent vehicles, but it is still in the early stage of development, and its products are only applied in a small scale. From the perspective of the overall situation, one of Huawei's important sectors is automobile.

Huawei's on-board 5g module, mobile phone car mapping system hicar and other common solutions are from consumer BG, while the intelligent cabin solution of car bu also overlaps the above business in technology. The analysis shows that the integration of the two is conducive to improving the overall resource utilization efficiency.

For auto Bu, this adjustment to be under the control of consumer BG and its independent management committee may also mean that the business direction has shifted from to B to to C. After the announcement of the integration of the two, the market once again raised the discussion of "Huawei makes cars" - although Huawei executives have stressed on several occasions that Huawei "does not make cars.".

Huawei has always insisted that it will not build cars, but will help enterprises build good cars. Visual China

Yu Chengdong takes over auto business?

There was a clue before the integration of Huawei's Bu into consumer BG.

On October 30 this year, Wang Jun, President of Huawei's intelligent vehicle solutions, released the hi (Huawei intelligent automotive solution). More rarely, the hi brand was released at the domestic listing meeting of Huawei mate40 series, which only appeared in a hurry in the last 15 minutes.

It's normal for both of them to be released on the same platform as Huawei's business departments. However, Huawei's auto Bu has held a separate media communication meeting, which also shows the independence of this business to a large extent. Therefore, the release made many automobile media feel "puzzled": the car Bu can release hi brand independently. Is it to "rub hot spots" after mate 40 series ?

At that time, the car Bu may have been inclined to the internal BG of consumers. Under the same management committee, it is more convenient for both sides to appear on the same platform, which is more convenient in the operation process. Recently, a series of Huawei's developments further reflect the relationship between Yu Chengdong and automobile bu.

First, a few days after the hi brand was released, in early November, Yu Chengdong led a team to visit China's blue valley, where he met with Liu Yu, general manager of BAIC new energy and Yu Liguo, deputy general manager of BAIC new energy and President of arcfox bu. This was his first visit to blue valley.

A person familiar with the matter told the 21st century economic report that BAIC new energy arcfox is a brand with deep cooperation with Huawei. Its first product, arcfox alpha T, is the first batch of mass-produced models equipped with Huawei's 5g module. Previously, Wang Jun also said that hi brand's latest technology will be fully applied to arcfox series models, which means that arcfox or Huawei hi brand is a key step to open up the market. In this context, Yu Chengdong's visit is of special significance.

Secondly, last week, at the press conference of Chang'an automobile to announce building a new high-end intelligent car brand, Yu Chengdong, not Xu Zhijun, was the speaker. Yu Chengdong said in a video speech that "the automobile industry in the past century is facing the same changes in the new era as the ICT industry. Chang'an Automobile and Huawei share a similar spirit of perseverance and down-to-earth work. The two companies will work together to create new intelligent electric vehicle brands and products for the coming of the era of intelligent and electric vehicles in the future. "

Chang'an Automobile and Huawei have always maintained close cooperation in terms of Internet of vehicles and 5g ecosystem. With the joint efforts of both parties (and Ningde times) to build a brand new high-end intelligent car brand, the cooperation between them is expected to be further deepened, and Huawei's technologies and solutions in the field of intelligent vehicles will probably be implemented on the brand.

Huawei doesn't make cars?

After the integration of car Bu into the BG of consumers, the intuitive feeling of the outside world is that to B is going to turn into to C - the rumor of Huawei's car making has triggered a discussion again.

Some analysts believe that Huawei's strategy of not making cars is only a strategy at this stage, because it still needs cooperation and support from OEMs to cut into the automotive industry. However, in the long run, Huawei will still build cars, but it is divided into two parts: traditional to B and to C. Another analysis points out that Huawei's cars are not necessarily called "smart cockpit", but "smart cockpit". This is similar to Huawei's saying not to make TV, but to make a smart screen.

On the one hand, the change of its business department and on the other hand, the expectation of the new helmsman is the reason for the "renewed hope" of Huawei's car making.

Yu Chengdong is a legendary figure in Huawei's system. In his early years, he made great efforts to build distributed base stations, which established Huawei's dominant position in wireless business. Later, he turned to mobile phone business, and cut down low-end OEM cards and tried to be high-end independent. The results were successful again. The bold words put down before were fulfilled one by one The doubt has added momentum to Huawei's auto business. It is not entirely impossible to build a car.

Judging from Huawei's current situation, it is logical to expand another circuit in the field of consumption. Some analysts point out that Huawei's business has been greatly affected, especially after the sale of glory. As a huge company, its original terminal business and operator business are not enough to support its long-term growth. Smart car is a good choice.

From the business introduction of automobile Bu, it is not difficult to see that Huawei has almost a complete set of technologies in the intelligent automobile industry chain. Its five business segments cover intelligent driving, intelligent cockpit, intelligent Internet connection, intelligent electric and intelligent vehicle cloud. Among them, mass production products have been launched in electric drive system, on-board power supply, battery management system and so on, which have been put into commercial use.

This is also the underlying reason why the outside world always thinks Huawei will build cars.

However, Huawei has always insisted that it will not build cars, but will help enterprises build good cars. In order to meet the requirements of the era of "software definition", Huawei also emphasizes the innovation of cooperation mode with automobile enterprises and adopts the new mode of "joint development".

The core of Huawei automotive Bu is "one architecture + three platforms". Under the trend of software defined vehicles, Huawei has broken through the original decentralized architecture of the automotive industry and created a new architecture of "computing + communication". Based on this architecture, Huawei classifies all functions of the car and hands them over to three platforms, namely, intelligent cockpit, vehicle control and intelligent driving. Through self-developed chips and operating systems, each platform is built into an ecosystem and promoted Standards are unified to facilitate component coordination and third-party development.

Under the change of the industry, many auto companies have begun to adjust their R & D focus. Since the second half of this year, FAW Pentium, Geely, Chery and other independent brands have successively released the latest architecture. What is Huawei's positioning when auto companies accelerate the pace of self-study in the field of intelligent networking?

For this reason, Huawei's suppliers such as Huawei's former research and development company also need their own technology support. Taking BAIC new energy arcfox as an example, it and Huawei jointly established "Davidson 1873 laboratory", and the two sides jointly developed a new generation of intelligent networked electric vehicle technology.

However, this new joint development model of "you have me, I have you" that subverts the traditional business format will inevitably require more communication and running in. Whether the two sides can reach a consensus on the functional orientation and how to distribute the interests will be the practical problems to test the industry.

 

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