Huawei, which does not build cars, "dreams" for car companies.

With the deep entry of Huawei, in some core links, such as chip research and artificial intelligence design, "domestic" elements will further help China brands compete with international brands such as Tesla.

The world is awake, Ren Zheng Fei.

Don't build a car! Don't build a car! Don't build a car!

"In the future, whoever makes suggestions to build a car and interferes with the company can be transferred from his post and find another job." Just 27 words reflect the determination of a 76-year-old "overbearing president". At this point, it has also put an end to Huawei's car-making remarks in recent years.

Which sectors of the automobile industry will Huawei focus on in the future?

165438+1On October 25th, Heartfelt Community, Huawei's internal website, published an internal document entitled "Resolution on Business Management of Smart Car Parts". The content of the document shows: "Huawei does not build complete vehicles, but focuses on ICT technology to help car companies build good cars and become an incremental parts provider for intelligent networked vehicles." The issuer of the document is Ren, and at the end of the document, it is also stated that "this article will take effect from the date of publication and will be valid for 3 years". From this reasoning, it can be seen that Huawei will not be able to build a car for at least three years in the Jianghu.

As for why we say that "the world is awake and Zheng Fei is allowed", the reason is very simple. Huawei is not greedy! No one in this world will step into a river at the same time, and naturally no enterprise can cover all industries in this world. Of course, it doesn't mean you don't want to, such as ant group, which has food, clothing, housing and transportation. In addition, it is estimated that it is the only financial enterprise in the world, and it is also very anxious that the share price of the little ant will rush out of the earth to the Milky Way, and the result will be "bitten back"!

But as long as the big ants have industrial support, I won't be so bad. This is really the heart with a salary of 2 100 yuan and a market value of 2. 1 trillion. Compared with Big Ant, Huawei has become a respected private enterprise and a down-to-earth enterprise.

Take R&D as an example. In the past 10 year, Huawei's accumulated R&D investment reached 485 billion yuan, and in 20 18 year, Huawei's R&D investment reached 15 10 billion yuan. What is the level of R&D investment this time? Among the 10 companies that invested the most in R&D in the world, Huawei ranked eighth in the world in 20 17 and rose to fifth in the world in 20 18. Huawei is the most invested company in R&D in China.

The high investment in R&D has brought considerable benefits. In 20 18, Huawei ranked first in the world in all kinds of patent applications, among which 5G patent technology ranked first in the world, surpassing Qualcomm. Now Huawei applies for 8 kinds of patented technologies on average every day. A company that can make American decrees capricious is worthy of respect. Such Huawei, I believe, can build a car as long as it wants to. This is also the case.

"We can do what Tesla can do now."

Xu Zhijun, Huawei's rotating chairman in charge of consumer business, said recently that Huawei has been exploring in the automobile field for more than seven years, and has extensive cooperation with many well-known car companies around the world in the fields of intelligent driving, intelligent electric, intelligent networking and intelligent Che Yun.

Since Huawei is so powerful, why not build a car? Here I do a result-oriented analysis, which is commonly known as "Monday morning quarterback".

Making cars does more harm than good.

Judging from the automobile market environment, building a car now is not a very optimistic thing.

According to the data of Passenger Car Association, this year 1- 10, the cumulative wholesale sales volume of passenger car market was15187,000, down10/%year-on-year, and the cumulative net sales volume decreased170,000 this year. Even so, China's current sales performance is the best in the world. In Europe and North America, the year-on-year declines in the first nine months of this year were 29% and 65,438+09% respectively. Looking around the world, it is estimated that the annual sales volume of one Europe will decrease this year (about 654.38+0.5 million vehicles).

As early as many years ago, some experts said that China's car sales would exceed 40 million. However, looking back at the automobile market in China in recent years, the sales volume in 20 17 reached 28.879 million, followed by 2808,654,38+0,000 and 25.769 million respectively, and this year it is expected to be around 24 million. At present, under the influence of multiple factors such as epidemic situation and global economic downturn, not only will China's auto market not return to the state of 20 17, but it will also take a long time for the global auto market to recover. It is not a wise choice for Huawei to get involved in building cars at this time.

Although Huawei can do what Tesla can now, it doesn't necessarily have the heat and sales like Tesla. Even giants such as Volkswagen, Mercedes-Benz, BMW and Audi cannot compete with Tesla in the field of new energy. How does Huawei compete with it? Friends who know me know that I am not a "Tesla fan", but u 1s 1, Tesla is soaring in hot wheels, and even Feng Shui can't explain this phenomenon.

In addition, from Huawei's own advantages, communication technology is its specialty, especially with the support of 5G technology, automotive intelligence, autonomous driving and other technologies will undergo qualitative changes. Some people say that Huawei can make mobile phones, why not cars? There is a simple reason. The upstream and downstream industries involved in mobile phones are not as long as cars need. We can draw a simple and rude conclusion from the size of mobile phones and cars.

Huawei was even sanctioned for producing mobile phones, mainly in terms of chips. Although Huawei can design its own chips, it can't produce its own chips, which is why the United States can block Huawei's fate. Now the production of mobile phones is doomed, and the technology, personnel, factories and supporting facilities needed to build cars are not small. Even with Huawei's net profit of 62.7 billion last year, this money is far from enough to burn money to build a car. After all, "20 billion" can only be unveiled, and 60 billion can only be unveiled three times.

Everyone knows that a car can only make a profit if it has a scale, and it can only make money if it reaches a certain amount. Take Toyota as an example, its net profit in fiscal year 2065,438+09 was 207,665,438+billion yen (about 65,438,368 billion yuan), which was earned by selling 65,438+million new cars around the world. Let's take a look at the BMW Group. In 20 19, the net profit was 5.022 billion yuan and the sales volume was 2.52 million units. Tesla and Weilai, the new energy leaders, lost $862 million and112.95 million respectively in 2000/09. Although Tesla, Weilai and other new forces have great scenery this year, they can't erase the time when they chewed with tears.

In addition, Huawei doesn't want to be manipulated by capital, so it can't provide more funds for building cars. Even if Huawei can achieve a net profit of more than 60 billion yuan per year, if it puts its life on building cars, it is no different from the silly son of the landlord. Therefore, "building a car is not what you want to build, but what you want to build."

It is worth noting that in June of this year, 5438+ 10, the General Office of the State Council issued the New Energy Automobile Industry Development Plan (20021-2035), which clearly proposed to strengthen the supervision after the event, consolidate the local main responsibility, and curb the chaos of blindly launching new energy automobile manufacturing projects. Another document requires a detailed report on the vehicle and parts projects invested and planned by Evergrande, Baoneng and other enterprises in the local area since 20 17, including land occupation, construction content, project progress and completed investment.

With the country's increasing attention to new energy, it is very difficult to enter the field of complete vehicles at present. In this way, it is the best choice for Huawei to use its own advantages to provide solutions for car companies.

Be China's "Bosch"

When it comes to building cars, Bosch has more say than Huawei, but Bosch has not yet entered the field of building cars, but it is an indispensable component supplier for car companies.

There is a saying in the industry: "The automobile factory works for the engine factory, and the engine factory works for Bosch". Some media once described it like this: "The fuel introduction system and braking system of half the cars in the world are provided by Bosch." As the most upstream technology enterprise in the automobile industry chain, Bosch not only holds the initiative, but also holds high profits.

Although Bosch's reputation is far less than that of Mercedes-Benz and BMW, its products and technology are the most important guarantee for Ramstein to ride the world. It can be said that without Bosch, there would be no outstanding automobile industry in Germany. What is even more rare is that as an enterprise with a glorious history of 100 years, it can be as fast and effective as a start-up in Silicon Valley in the arena of regime change. This is the combat effectiveness brought by "specialization in the industry".

Now that Huawei is determined not to build cars, it is bound to become an upstream technology provider, which is similar to Bosch. In addition, Bosch is currently transforming from a traditional auto parts manufacturer to an IOT company, and it is only a matter of time before they meet.

Perhaps the competition between Huawei and Bosch has already begun. At this year's Beijing Auto Show, Stefan, a member of the board of directors of Bosch Group and chairman of the Automotive and Intelligent Transportation Technology Division? Ha Dong revealed that this year Bosch will continue to invest more than 654.38 billion euros in the new technology field of "three modernizations". Among them, 500 million euros invested in electrified transportation, including fuel cell technology, more than 600 million euros invested in autonomous driving, and 654.38 billion euros invested in interconnected transportation solutions.

This year1October 30th 10, in Huawei Mate? At the end of the conference in China, Wang Jun, president of Huawei Smart Car Solution BU, officially announced the launch of an independent brand of Huawei Smart Car Solution-HI.

"HI has brought a full-stack smart car solution. We inherit Huawei's 30-year technology accumulation, deeply integrate with the automobile industry, pursue leap-forward technology development, and achieve leadership and transcendence. We believe that the new model will definitely develop a good intelligent electric vehicle, realize brand promotion and promote China's automobile industry from big to strong. "

HI focuses on all the difficulties in the intelligentization of electric vehicles, including 1 architecture, 5 systems and more than 30 parts. Among them, the in-vehicle system "HiCar" has cooperated with more than 150 models, including mainstream brands such as Volvo, Geely, BYD, Great Wall Motor and Changan Automobile. Huawei predicts that 5 million HiCar vehicles will be pre-installed in 20021year.

Just a few days ago, Changan Automobile announced that it would join hands with Huawei and Contemporary Ampere Technology Co., Ltd. to build a brand-new high-end smart car brand, including an autonomous and controllable smart electric car platform, a series of smart car products and a super? Smart life and smart energy ecology of "integration of people and vehicles" Obviously, Huawei is responsible for the intelligent technology part.

Citic Securities pointed out in the research report that in the next decade or so, Huawei's automotive electronics sales are expected to reach the order of 50 billion US dollars. This will also benefit the industrial chain of domestic smart cars. With the deep entry of Huawei, in some core links, such as chip research and artificial intelligence design, "domestic" elements will further help China brands compete with international brands such as Tesla.

Text/Gan Fangli

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.