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Huawei is determined not to build cars, but it has greater ambitions than building cars.

Introduction: Huawei’s determination to “not build cars” has undoubtedly disappointed many people who were looking forward to Huawei-branded cars. But behind this appearance, Huawei actually has greater ambitions, which is to act as the giant behind the transformation and upgrading of many car companies as car companies accelerate their move toward the "New Four Modernizations."

Zhang Junzhi's article

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More than ten years ago, the mobile phone industry entered the era of smartphones. Apple, Samsung, Huawei, Xiaomi, OPPO, and vivo are all very popular, but now people know that Google, which can provide mobile phone systems, Qualcomm, which can produce top-level CPUs, and Samsung, which can manufacture OLED screens, are better than most mobile phone companies. Much more valuable. They are the giants behind many mobile phone companies.

Today, an industry that is larger than computers and smartphones, involves more complex technologies, and has broader prospects is also riding the wave of the times. It is the new energy automobile industry. New energy vehicle companies at the top of the wave are all booming this year. Tesla, which was founded only 17 years ago, although its annual sales volume is less than one-thirtieth of Toyota's and its revenue is less than one-tenth of Toyota's, its market value is almost equivalent to that of Toyota, Audi, Daimler, and General Motors. The total market value of the company. NIO, which was founded only 6 years ago, once ranked fourth among car companies in the world and first in China in terms of market value; Xpeng Motors' market value once surpassed that of the established Internet company Baidu...

As China's most technologically powerful company As a leading enterprise, Huawei carries the dreams of Chinese people in many industries. Perhaps for this reason, in recent years, there have been public opinions about "Huawei building cars". Especially on October 30, during the launch conference of Huawei's annual flagship smartphone Mate40, Huawei announced the smart car solution brand HI The establishment of the Association has made this kind of public opinion even more rampant.

However, Huawei firmly denies such public opinion. In the "Resolution on Smart Auto Parts Business Management" signed by Ren Zhengfei recently, it is emphasized in bold text that "Huawei does not build complete vehicles, but focuses on ICT technology to help car companies build good cars and become smart cars." Incremental component provider for connected cars”. In order to emphasize the determination to "not build cars", the document stated that "anyone who proposes to build cars in the future and interferes with the company can be transferred from the position and find another position." The end of the document shows that this document is valid for 3 years. Obviously, not only the general public, but also many people within Huawei want Huawei to enter the automobile manufacturing field.

Huawei’s determination to “not build cars” has undoubtedly disappointed many people. But behind this appearance, Huawei has greater ambitions: as car companies accelerate their move towards the "new four modernizations" (electrification, connectivity, intelligence, and socialization), Huawei has to play many roles. The giant behind the transformation and upgrading of car companies.

And such "ambition" has entered the implementation stage. Before the Guangzhou Auto Show in October, Changan Automobile Chairman Zhu Huarong announced that it would join hands with Huawei and CATL to build a high-end smart car brand. On November 20, Volvo released its first new car equipped with HMS for Car Huawei's smart in-vehicle solution - Volvo XC40 RECHARGE. The car's in-vehicle system integrates Huawei App Market, Huawei Quick App, Huawei Smart Assistant and other services . On November 27, Yu Liguo, deputy general manager of BAIC New Energy and president of ARCFOX BU, revealed: “We and Huawei jointly created ARCFOX’s latest product HBT. The new car is equipped with three 96-line laser radars, six millimeter wave radars, With 12 cameras and 13 ultrasonic sensors, the chip computing power provided by Huawei reaches 352 trillion operations per second."

Nowadays, Huawei is appearing in the automotive news more and more frequently. Provide assistance to car companies.

Huawei’s smart car solution brand HI is the carrier through which Huawei helps car companies upgrade.

Wang Jun, President of Huawei Smart Car Solutions BU, said, "HI brings full-stack smart car solutions. We inherit Huawei's thirty years of technology accumulation, deeply integrate with the automotive industry, and pursue leapfrog technology development to achieve leadership and transcendence. ”

Huawei’s goal is to make the HI brand a representative of the “essential brand” in the automotive industry and be widely adopted by major car companies. Huawei’s technology will be used in the car, and the HI brand’s LOGO will be printed on the body, giving it a Brand support and endorsement from car companies. At the same time, with the empowerment of the HI brand, consumers can also trust Huawei's technology, trust the car companies that cooperate with Huawei, trust the cars that Huawei and the car companies jointly "create", and the cars that Huawei and the car companies jointly "build" "brand". "The new model uses the brand of the car company, and the HI? logo will be displayed on the body," Wang Jun said.

In the view of industry insiders, “Huawei does not build complete vehicles, but focuses on ICT technology (information and communication technology) to help car companies build good cars and become incremental components of intelligent connected cars. Provider" is also a very wise choice. Because ICT is Huawei's strength and the weakness of traditional car manufacturers, Huawei has entered the field to focus on incremental business, with low resistance and large space for cooperation.

Data show that Huawei’s HI full-stack smart car solution includes a new computing and communication architecture, as well as five major smart systems: smart driving, smart cockpit, smart electric, smart network connection and smart car cloud. There are also intelligent components such as laser radar and AR-HUD that are currently less used, covering almost all areas of automotive intelligence.

What is HI’s technical strength? It should be said to be very profound. Autonomous driving, smart cockpits, electronic controls, and car cloud all involve a large amount of software and algorithms. Huawei has accumulated a large amount of software and algorithm talents and experience in the wireless field and artificial intelligence field. Recently, Huawei's autonomous driving received the "ISO? 26262: 2018 Functional Safety Certification Design Phase Confirmation Letter" issued by TV Rheinland Group in Germany. This is the industry's first high-end autonomous driving full stack to pass the ASIL-D functional safety assessment. system, and unlike the past simple certification that only focused on management processes in the field of high-end autonomous driving, this safety assessment is a complete certification of the product itself, breaking through the scope of traditional standard certification.

In terms of operating systems, Huawei’s Hongmeng Car OS is an operating system developed solely for cars, including Hongmeng Cockpit System HOS, Intelligent Driving System AOS, and Intelligent Vehicle Control System VOS. Data application is Huawei's strength. Wang Jun gave an example: "After analyzing and calculating battery data, our current goal is to give a five-minute advance warning (battery accident), and our goal by the end of the year is to achieve a one-day warning."

In addition, like lidar, a key equipment for autonomous driving, Huawei’s target cost is to reach US$200 or even US$100 (approximately RMB 1,300, 650 yuan), while the lidar on the market often costs tens of thousands of dollars. It is said that Huawei lidar has become a hot product that OEMs are snapping up. If all goes well, this alone can change the global autonomous driving implementation process and even the autonomous driving technology landscape.

Currently, there are three cooperation models between Huawei and car companies: the first is to be a traditional Tier 1, directly providing intelligent components such as lidar and AR HUD to car companies; the second is based on The three major computing platforms of intelligent driving, intelligent cockpit, and intelligent vehicle control, as well as the three major operating systems of AOS, HOS, and VOS, provide OEMs with platform services for upper-layer application development with third-party partners; the third one is for customers Provide full-stack HI brand solutions, and the models will be marked with the HI? brand logo. It is reported that the earliest model with the HI? logo will be launched at the end of 2021.

Wang Jun once provided a set of data to the media: "When the degree of intelligence in automobiles increases by 1%, the global auto parts (excluding the U.S. market) market space may expand by US$3.3 billion; if intelligence increases If the level and electrification level increase by 1% at the same time, the entire auto parts space will expand by more than 6 billion US dollars. "At present, most auto companies have just begun their journey to intelligence and electrification. From this, we can also See the huge potential of this market in the future.

Reference and citation data and information:?

"HI's ambition: not "Huawei brand cars", but every car inside" Source: Gasgoo Auto Information

"Why build car? "Huawei can inside every car"? Author: Liu Baohua

This article comes from the author of Autohome Chejiahao and does not represent the views and positions of Autohome.