Zhongxing Liwei recruitment

Made by Qi Chao. Com "see column"

After Weilai, Ideality and Tucki, three new car-making forces, went public in the United States, more and more enterprises hope to make a breakthrough in new energy vehicles. The cake of new energy vehicles has a trillion-dollar market scale. At present, the global penetration rate of 3% is not only great, but also in the early stage of industrial development, resulting in the influx of new forces.

Internet giants such as Baidu and Ali have made high-profile money and jointly built cars with traditional automakers; There are also mobile phone manufacturers such as Xiaomi and Apple that contribute to the upstream and downstream manufacturers of the car-making industry chain and integrate car-making resources.

At present, Xiaomi is in full swing and has pulled the trigger of making a car. Lei Jun personally served as CEO of smart electric vehicle business with $654.38+00 billion.

Under the hegemony of the heroes, ZTE also came to this battlefield.

Everyone's understanding of ZTE may still stay on ZTE's mobile phone for several years. If it weren't for the news that Huawei was "sanctioned" a few years ago, ZTE might have disappeared into the sight of many people.

Until recently, ZTE returned to the public's field of vision. It is widely rumored in the media that ZTE will set up an automotive electronics product line and an automotive electronics team, which is subordinate to the system product technology planning department and is positioned to be responsible for unified business planning and operation in the automotive electronics field.

Xu Ziyang, president of ZTE, acknowledged the news.

In fact, ZTE is not inferior at all in the field of "building cars" and has formed a certain accumulation in its own way.

Without taking the crowded passenger car track, ZTE won the first wave of car-making power.

Back to 20 15, influenced by the subsidy policy for new energy vehicles and the innovative strategy of "internet plus", "it's like a spring breeze that blows the petals of ten thousand pear trees at night", and the first wave of new energy vehicles came.

At that time, LeTV announced its high-profile entry into the automobile industry and cooperated with BAIC and Aston Martin to produce Internet cars. Since then, the automobile manufacturing power has grown rapidly.

At that time, Hou Weigui, the founder of ZTE, personally led a team to inspect the automobile industry and established the firm belief that "smart cars are the second key industry promoted by ZTE".

However, ZTE did not start with the most advanced passenger cars, but acquired the production qualification and bus manufacturing technology through the acquisition of Zhuhai Guangtong Bus Co., Ltd., and entered the electric commercial vehicle market.

After that, ZTE quickly registered and established ZTE Smart Car Co., Ltd. in Zhuhai, becoming the only vehicle platform of ZTE in the field of new energy vehicles, mainly responsible for the design, research and development, manufacturing and sales of new energy buses, as well as the system research and development, construction and operation of bus intelligent driving and car networking applications.

Facts have proved that ZTE's choice is not wrong. In the past few years, ZTE's investment in ZTE's smart car project has only slightly exceeded 654.38+0 billion yuan, which is indeed far lower than the tens of billions of passenger car investment.

Although the investment is not high, the output results are remarkable.

The planned production capacity at that time was 2000 units. By 2065,438+07, ZTE Smart Car has produced more than 65,438+0,500 buses, and its production capacity is close to saturation.

Although the value is not high, compared with the overall demand for buses, the total number of buses in 20 17 years is only 70,000, which is very good for ZTE smart cars that have just been put into production and are in the exploration stage.

In addition, the customer expansion of ZTE Smart Car is very smooth.

In the domestic market, ZTE smart cars have expanded in Shenzhen, Zhuhai, Guangzhou, Wuhan, Hong Kong and other places, occupying half of the new energy bus market in Zhuhai and the double-decker bus market in Hong Kong. In the international market, ZTE Smart Car is the first enterprise in China that has passed the pure European Union certification for pure electric buses, and has successively carried out business cooperation with African and European countries such as Italy, Algeria, Zimbabwe, Tanzania and the Netherlands.

ZTE smart cars are thriving in the field of new energy commercial vehicles, but the passenger car market at that time was completely different. Car-making forces swarmed in, and the competition was fierce, making it difficult to survive.

The ranks of the car-making army began to expand rapidly from 20 16, and by the end of 20 17, there were 60 new car-making troops in the country. What is even more exaggerated is that by the end of 20 18, the registered number of new energy automobile enterprises in China has increased by nearly 10 times, reaching more than 600.

Moreover, according to the data of China Observer, from 20 15 to the end of June 20 17, more than 200 new energy vehicle projects have landed in China, and more than 20 million vehicles have been publicly planned by various vehicle companies.

This figure has completely exceeded the development goal set in the "Development Plan for Energy Saving and New Energy Automobile Industry (20 12-2020)" issued by the State Council in June 2020. By 2020, the production capacity of pure electric vehicles and plug-in hybrid vehicles will reach 2 million.

Moreover, at that time, the new forces only focused on building cars, and there were not many supporting charging facilities, and consumers' mileage anxiety and market education were not enough. The swarming new forces are like balloons, which burst when poked.

Although the car-making forces are trying to find ways to raise money to arrange production and put into production, they are also very determined, but the real delivery manufacturers are only Weilai, Weimar, Tucki, Nezha and so on 10.

With the decline of subsidies, most of the new force car-making enterprises that have not yet completed delivery are either out of business or on the way out.

The current ZTE smart car has not only failed to fall down like other car-making companies, but has become more and more stable.

The new first-phase bus manufacturing base has been put into production, and the annual production capacity has been increased to 5000 vehicles/year. The ZTE smart car, which grew up in the first round of car-making boom, is the foundation of ZTE's car-making.

Positioning is consistent with Huawei, who is better?

There is no PPT for ZTE to build a car, and ZTE does not make a whole car. ZTE's goal is clear: to be automotive electronics, to be "integrated" and to help customers succeed with their own capabilities in the ICT field.

This goal is exactly the same as Huawei. Ren Zheng Fei reiterated that Huawei does not manufacture complete vehicles, but focuses on ICT technology to help car companies manufacture good cars and become an incremental parts supplier of intelligent networked vehicles.

ZTE has been crushed by Huawei in many fields before. This time, ZTE and Huawei are on the same starting line. Who is better?

Huawei's automotive business is based on the "cloud-tube-end" architecture, in which:

1) Cloud intelligent Che Yun is mainly based on Ascending series AI chips with high computing power.

2) Pipeline-intelligent networking, mainly promoting 5G+C-V2X vehicle communication module, T-Box and vehicle gateway.

3) End-intelligent electric, intelligent cockpit and intelligent driving.

The layout of Huawei's automobile business is orderly and clear, and then ZTE's automobile business will be chaotic. ZTE's car-making map consists of six parts.

1) The main body of the company is responsible for 5G and C-V2X;

2) ZTE New Energy Automobile Co., Ltd. arranges wireless charging and charging pile power modules;

3) ZTE High Energy Technology Co., Ltd. arranges power batteries;

4) InBev supercomputer is responsible for automatic driving;

5) Guangdong New Fulcrum Technical Service Co., Ltd. is responsible for the intelligent driving system;

6) ZTE Smart Car Co., Ltd. is responsible for new energy and smart cars.

If the enterprise business of ZTE and Huawei is matched, ZTE has no public products and layout except "cloud", and ZTE plays well in management and terminal, then let's compare the management and terminal of ZTE and Huawei.

"Management" can be understood as the car networking infrastructure, which is the starting point of Huawei's story in the automotive field.

As early as 20 13, Huawei established the car networking business unit and launched the car module ME909T t.

Then, taking advantage of its own communication equipment manufacturer, Huawei launched many products: in 20 17 years, it developed vehicle-road collaboration technology, and Huawei's V2X vehicle communication module was connected with more than 15 vehicle enterprises. 20 19 brought 5G to the forefront of the Internet of Vehicles era through Ba Long 5000 baseband.

Now, Huawei's "management" construction is its strength, and it is in a leading position in the industry.

As a global leader in information technology, ZTE is not bad in the field of V2X.

A number of 4G/5G/5G+V2X vehicle modules and T-Box products have been released worldwide. There are more than 200 suppliers in upstream cooperation, and the industries of downstream cooperation customers involve car networking, media and transportation. In April 2020, the full deployment of Changsha Experimental Zone of National Intelligent Networked Automobile was completed.

Both of them have been deployed in closed scene parks and demonstration areas, and are gradually expanding to open scenes.

The industrial chain of "Guan" is long and complicated. If competition is really needed, Huawei is better. At present, ZTE has not extended the V2X protocol line and application software.

So from this perspective, Huawei is going faster on the Internet of Vehicles.

Finally, you can say more.

The first is the intelligent electrical part.

Huawei's intelligent electric products include BMS (Bare Metal Server) battery management system, MCU motor control system, on-board charging system and off-board charging module.

Huawei's intelligent electrical products are very mature and have been mass-produced and commercialized. In May 2020, SAIC MAXUS ENUIQ5 and EniQ 6 were released, both of which adopted Huawei's on-board charging system products.

In the intelligent electrical part, ZTE covers a wider range than Huawei.

As early as 20 12, ZTE developed the first generation of wireless charging prototype. In 20 14, ZTE new energy was established, and intelligent wireless charging was introduced, which was applied to the city bus that ZTE was good at at at that time.

At present, ZTE New Energy not only has solutions, but also charging pile power modules and parking charging solutions, mainly providing pre-installed OEM services for mainstream car companies. Wireless charging power module is widely used in the world, ranking first in domestic stock.

Not only that, ZTE's wholly-owned subsidiary related to smart electric, and ZTE High Energy, which was established on 20 16, are targeting the mid-to-high-end passenger car market, mainly lithium iron phosphate batteries and ternary lithium batteries.

Power battery projects such as fuel cells.

Unfortunately, ZTE High Energy is not doing well.

Weimar is an important customer of ZTE High Energy. June 5438 +20201October, ZTE High Energy was pushed to the forefront because of the quality problems caused by the spontaneous combustion of Weimar cars, and was caught in rumors of dissolution. The battery model recalled by Weimar points to ZTE High Energy.

Since then, although ZTE High Energy has issued a clarification announcement, it has never recovered.

Until March 23 this year, Detai New Energy Group (00559.HK) announced that ZTE intends to acquire 0/00% equity of ZTE High Energy Technology Co., Ltd.

Technology is not in place, and the empty layout is just an empty shell. Survival of the fittest, elimination of the unfit. Although ZTE High Energy took advantage of the installed capacity of power batteries to increase this gust, it encountered a cold current. Therefore, although ZTE covers a wider range of smart power than Huawei, it is more important to have enough space and technology in place.

Followed by intelligent cockpit and intelligent driving.

Intelligent cockpit and intelligent driving have become hot spots of new energy manufacturers, and Huawei and ZTE are no exception, because the market space is large enough and the market growth rate is fast enough to become the entrance of software-defined cars.

Huawei works together in software and hardware, from front-end chips to OS to car ecology, to build a full-scene travel experience of people, cars and life.

In the field of hardware, Huawei provides cockpit module, vehicle smart screen, head-up display and lidar.

In the field of software, Huawei has an automobile operation platform and an automobile ecology. Automotive operating system was born in HarmonyOS system, which supports the rapid development and continuous upgrading of OEM, partners and third-party applications. But at present, it is not clear when the operating system of HarmonyOS will be commercialized.

With the combination of software and hardware, Huawei has built a collaborative intelligent driving platform in Che Yun, and its MDC is the only fully researched vehicle computing platform in the industry, so as to build an L4-level full-stack intelligent driving solution.

At this point, Huawei's layout on smart cars is very clear.

Let's look at ZTE again. It focuses on intelligent cockpit solutions and makes operating system solutions based on its technical reserves.

In 2004, ZTE established its subsidiary Guangdong Zhongxing New Fulcrum Technology Co., Ltd., which focused on the research and development of basic software operating system at the beginning and was in the leading position in the Linux field.

At the 2020 World Smart Car Congress, ZTE's new fulcrum released three operating system solutions in the field of smart cars, including domain controller, intelligent dashboard and FOTA gateway. This scheme is different from HarmonyOS system, it is a central entertainment system based on Linux kernel and also an entertainment system based on Android.

In addition, from 2065438 to September 2007, ZTE's automotive electronics product line (predecessor of InBev Supercomputer) successfully developed the first self-developed automatic driving domain controller SDX 1.0 system in China.

InBev Supercomputer focuses on the research and development of autonomous driving technology and products, including autonomous driving domain controller, on-board real-time operating system, V2X equipment and so on. And provide ADAS and autonomous driving overall solutions for domestic automobile manufacturers.

In 2020, InBev Supercomputer cooperated with Chery to build the first intelligent driving production car with L2.99 intelligent driving system with independent core intellectual property rights in China.

Although the new fulcrum itself is very strong, what ZTE lacks is that it has not opened the closed loop. It is not as good as Huawei's software and hardware combination. It is very powerful to connect the intelligent cockpit and intelligent driving from the inside out. If Huawei has been connected to a smart car, then ZTE is still on the way to score points.

Therefore, although ZTE is not weak in management and end, Huawei's claws are too long. At the beginning, the goal was clear, and the network was spread widely enough to form an unbreakable network from point to surface. This is beyond ZTE's reach.

ZTE meets Huawei, and Huawei wins.

label

Different from other new car-making forces, ZTE is not an enabler behind the scenes, nor does it publicize it, and puts forward an unrealistic PPT car-making scheme. While many companies are still considering how to cut into cars to make this cake, ZTE has already taken the first bite. After years of accumulation, it has landed many products, and its technical level has reached the leading position in China.

Although ZTE is ambitious, Huawei is well deployed next door and far ahead. If ZTE's "smart car" is to succeed, it needs to come up with more firm goals and excellent products.