Each seeks “car” road of mobile phone manufacturer: Huawei sells car, millet makes car, OV wants to rush beach

2022-05-23 0 By

Editor’s note: In 2021, the semiconductor industry is still facing challenges.Post-epidemic era, capacity constraints, geopolitics and other factors are still profoundly affecting the global semiconductor industry chain and ecology.How will the global semiconductor industry develop in 2022?Where will the new challenges come from?In order to clarify these problems, “Collection of Micro web” is specially launched, focusing on hot topics, hot technologies and applications, major events and other multidimensional sorting, to provide a reference for upstream and downstream enterprises.Electric cars and the metasexes are two topics that will be hard to talk about in the tech world in 2021.For the uninitiated, the metasurverse is still at a conceptual stage, and the layout of the metasurverse is mentioned in the news, but the jury is still out on how it will be implemented.However, the trend of electric vehicles has really hit us: the latest data from the Passenger Association shows that the retail sales of new energy passenger vehicles in The Chinese market in December 2021 reached 475,000 units, up 128.8% year on year, and the retail sales of new energy passenger vehicles in 2021 reached 2.989 million units, up 169.1% year on year.Considering that the retail volume of domestic passenger car market in December was 2,105,000 units, this means that one out of four new cars purchased by consumers in December was a new energy vehicle on average. Given this ratio, the first choice facing consumers in buying a new car in the future is the gas car or the electric car.New and old brands, including Tesla, Xiaopeng, NIO, Ideo and BYD, have achieved substantial growth. The Association also predicts that sales of new energy vehicles will reach 5 million in 2022, up 47% year-on-year, and it will remain a blue sea in the short term.In such a good trend, struggling in the Red Sea of several mobile phone manufacturers will inevitably move a little mind, after all, the mobile phone market has been close to saturation, 5G generation dividend is gradually disappearing, jump out of the original to explore other ways of growth may be a better choice.In April 2019, Xu Zhijun, chairman of Huawei, delivered a keynote speech during the Shanghai Auto Show to officially release Huawei’s automotive digital solutions, integrating its 30 years of ICT industry experience with 100 years of automotive industry through the Internet of vehicles.Xu Zhijun said that Huawei does not make cars, but focuses on ICT Technology to help car companies build good cars. The so-called ICT(Information and Communication Technology) is an organic combination of telecom services, Information services, IT services and applications.Huawei and the auto industry will meet frequently in the future and become incremental component suppliers for smart and connected cars.Since then, Huawei has reached strategic cooperation with Changan, GAC, BAIC and Xiaokang, all of which will launch new models with Huawei’s scheme, officially kicking off the curtain of mobile phone manufacturers launching an attack on the automobile industry.In April 2021, Beijing auto fox alpha version and the force HUAWEI HUAWEI HI S wise to choose SF5 officially released, the former carry HongMeng OS smart + connected cockpit and intelligent high order automatic driving system, the latter with HUAWEI HiCa whole scene intelligent interconnected system, the emergence of both models, marked the HUAWEI with his plan officially enters the automobile market.Since Huawei has advanced, once tit for tat millet nature also started to build car preparation.On March 30, 2021, Xiaomi Group issued an announcement on the Hong Kong Stock Exchange, announcing that the project of Xiaomi smart car business was officially approved.According to the announcement, the company’s board has approved the establishment of a wholly-owned subsidiary for the smart electric vehicle business, for which Lei Jun will also serve as chief executive officer.In terms of capital, Xiaomi plans to invest rmb10bn in the first phase and $10bn over the next decade.On November 27, 2021, the signing ceremony between the Management Committee of Beijing Economic and Technological Development Zone and Miui Technology was held, officially announcing that Miui automobile settled in Beijing Economic and Technological Development Zone.It is reported that the project will build xiaomi Automobile headquarters, sales headquarters, research and development headquarters, plans to build two phases of the annual output of 300,000 vehicles, the first and second phase of the production capacity of 150,000 vehicles respectively, is expected to roll off the production line in 2024 and achieve mass production.As the earliest Internet mobile phone manufacturer, Xiaomi’s entry into the automotive field is obviously more expected. After all, many new energy vehicles including Tesla have adopted the direct sales model, which is similar to the way Xiaomi sold mobile phones at the beginning.What are OPPO and Vivo doing as representatives of offline mobile phone manufacturers?As early as 2019, OPPO founder Chen Mingyong said at the OPPO Future Technology Conference that OPPO would try to build cars if carmakers failed to do so.On April 28, 2021, Chinese media reported that OPPO Group was preparing to build cars, and the driving force was Founder Chen Mingyong. At present, Chen Mingyong has made thorough research on industrial chain resources and talents, and met with Zhu Wei, president of Ningde Times China Passenger Car Business Division, and the two sides talked for several hours.In June 2021, OPPO applied for the registration of a new trademark “Ocar”, which is classified as a scientific instrument internationally. Meanwhile, in this month, OPPO began to open positions such as vehicle system experts and autonomous driving perception fusion experts. All kinds of signs show that OPPO is already on the point of making cars and has to send out.Vivo, for its part, has no sign of building a car yet, but at vivo developer conference 2020, Shi Yujian, senior vice president of Vivo, officially unveiled Jovi InCar.Jovi InCar is a new brand of Vivo’s Internet of vehicles products. After more than a year’s work, it aims to build a unified open ecosystem inside and outside the car together with car manufacturers, Internet of vehicles service providers and application developers.For Vivo, if the domestic mobile phone market can not achieve bright results, then the car project seems to be a very necessary choice.At present, mobile phone manufacturers have long been divided into two sides.First, HUAWEI has two modes of cooperation with automobile companies. One is as the overall solution supplier of software and hardware and intelligence, and the other is HUAWEI Inside full-stack solution, namely Hi solution. HUAWEI provides automobile companies with a full set of Hi solutions including Hongmeng automobile and self-developed on-board computing chips.The latter can be said to contract the basic software and platform system of the core of an intelligent car. The host manufacturer only needs to focus on the upper application software to achieve differentiated experience for users. Huawei official has also used the metaphor “similar to mobile phone manufacturers developing smart phones based on android operating system” to explain Huawei Hi scheme.In addition, Huawei will also play an upstream role in the industry chain by providing intelligent auto parts to automobile enterprises or suppliers as a part supplier.From this, it is not difficult to see that Huawei’s Hi proposal is not a simple car company, but the “new Bosch” and “new Android” in the automotive industry.On the other hand, manufacturers like Xiaomi enter the automobile market by relying on the experience accumulated in the mobile phone supply chain. They almost build cars from scratch and set up their own automobile factories and teams. It is difficult to see results for two or three years, and it takes a lot of time to mass produce the whole vehicle.Who on earth can build a good car?Huawei’s Hi solution sounds very attractive. Car companies only need to take charge of vehicle manufacturing and leave everything else to Huawei. They no longer need to worry about hardware chips, vehicle systems and autonomous driving, and even sales can be outsourced to Huawei’s mobile phone stores.But that is the ideal: “Put a Rolls-Royce engine on a tractor and it’s still a tractor, not a Rolls-Royce,” as one recently departed Huawei executive put it.Cerlords force huawei wisdom to choose SF5, or baic fox alpha S, due to the restrictions of traditional auto enterprises itself, their specific configuration compared with other new car companies on the Internet, there is not a big advantage, huawei is essentially to paint like a clay sculpture, let you even avatar, didn’t also the way to change the original foundation, the eyes are outlined how much charm,But the discordant head-to-body ratio betrays the products that are rushing to the shelves.More damningly, the market doesn’t seem to be interested in cars with Huawei’s logo on them: In 2021, only 8,169 siris SF5 cars were sold in the whole year, according to the All-China Federation of Automobile Drivers, less than the sales in one month of the new car maker, Xiao Wei Li.Over the past year, huawei automotive business for a number of key people flee: business enterprise sales department minister He Liyang vice President, Western Europe, automatic driving & COO, head of map and data Jiang Jun, intelligent driving product group project director Zhang Xiaohong, fusion sensing head peng, autonomous research and development department minister chi-nese medicinal, chief security experts SheXiaoLi…And recently su Qing, the director of intelligent driving Product Department of BU, the original Huawei intelligent vehicle solution.This is obviously abnormal for Huawei, which is actively developing automobile business on the surface. At present, Huawei is probably still several Teslas away from making good cars and selling good cars.As for Xiaomi, its path is actually very different from the current “small Wei Li”.Nio, Xiaopeng and other new forces of car manufacturing entered into the car manufacturing field in the model of OEM, looking for some traditional car enterprises with poor management to OEM their new energy vehicles. However, Xiaomi chose to build its own factory from the very beginning, and finally chose Beijing with great effort, choosing the latter between asset light and quality heavy.Although it can better realize mass production and control the pace of production and delivery, it is still a risky bet for Xiaomi at present. After all, xiaomi’s mobile phone business is far from being secure. In IDC’s mobile phone market report of the fourth quarter of 2021, Xiaomi has fallen out of the list.It fell to fifth place behind Apple, Honor, OPPO and Vivo.In the morning of January 27, 2022, Xiaomi Group dropped by more than 5% and traded at HK $16.6 / share, refreshing the lowest price in nearly 52 weeks and falling below the issue price again.Since hitting a new high of HK $35.9 per share at the beginning of the year, Xiaomi has been on a downward trajectory, losing more than 54% of its value in less than a year, wiping out more than HK $485 billion (rmb395.2 billion) in market value.After all, Xiaomi has accumulated very little technology in cars. Even in the mobile phone market, where it has been working for more than a decade, xiaomi is often derided as an assembly plant, a brand that lacks its own technology.Look like this, mobile phone manufacturers have entered the building car, really jump from the Red sea to the blue sea?Do not experience a sufficient fight, of course, there is no answer to the question, but the only certainty is that the manufacturer that does not strive to swim forward, the first wave will roll it back to the shore, the last laugh is always only the more competitive in all aspects of that company.(Proofreading/Holly)