Recently, Huawei announced the launch of its first "Hongmeng automobile", which set off a heated debate in the industry. This is the second car that Huawei cooperates with Xiaokang xilis. The two sides have jointly created a new high-end brand - AITO.
Can Huawei's cars face the market competition? What role does Huawei, which has always stressed that it does not build cars, play in the automotive ecology?
According to people familiar with the matter, although Huawei has always claimed not to build cars, in fact, Huawei has entered the automotive industry chain. "This is Huawei's real participation in the automobile manufacturing chain, only with the help of the SELIS brand."
Can the technology be recognized?
This time, Huawei released the first car equipped with Hongmeng intelligent cockpit, called AITO Q M5, which is a medium-sized SUV. Since this year, many automobile and technology enterprises have launched their own smart cars. So, does this car have an advantage in the fierce market competition?
Lin Shi, Deputy Secretary General of intelligent network branch of Communication Industry Association, told the reporter of Securities Daily: "Compared with competitors such as Tesla modely at the same level, QJ M5 is comparable in vehicle handling, endurance and quietness, and only inferior to Porsche Macan in elk test. Huawei has made great efforts to ensure the leading advantages of QJ M5 in these aspects. Huawei adopts Huawei's pure electric drive extended range platform and self-developed asynchronous AC motor to make some indicators exceed Some luxury fuel cars, Tesla and Huawei have piled up what they can use in terms of hardware. "
According to people familiar with the matter, Huawei has spared no expense to add some visible and invisible hardware. In addition to working on wind resistance coefficient and sound insulation materials, it has also increased the body weight.
"The increase of vehicle weight often leads to the increase of energy consumption, but it can also make it more stable at high speed. Unfortunately, this time, M5 has not many highlights in intelligent driving, only L2 + automatic assisted driving. Huawei's breakthrough in intelligent driving in the future is worth waiting for." Lin Shi thinks.
In addition, Zhang Xiang, a researcher at the automotive industry innovation research center of Northern University of technology, believes that the technology used in this car is controversial. "The power form selected by the car is the incremental program, which is controversial in the industry and has a vague prospect."
It is understood that the more mainstream forms of new energy can be divided into pure electric vehicles and plug-in hybrid (including incremental) vehicles. Among them, the traditional plug-in hybrid and pure electric have been highly accepted in the market, but incremental power has been controversial since its birth.
Yan Jinghui, member of the expert committee of China Automobile Circulation Association, "In high-speed driving, the efficiency of plug-in hybrid power system will be higher, and the energy utilization rate of incremental electric vehicle is not as good as that of plug-in electric vehicle. At the same time, it has high requirements for the maximum thermal efficiency of engine, and the engine must pass. In addition, although this control method reduces the development cost of control system, it also limits its upper limit of capacity, the maximum power is limited, and the range is extended The application of this technology needs to be tested by the market. "
However, the incremental electric vehicle also has its advantages.
"In practical application, in the case of vehicles in winter, most pure electric models have the problem of endurance attenuation, while vehicles with increased program power can switch to power generation mode when they run out of power, which has certain advantages in endurance. Therefore, many domestic brands have chosen this method in recent years." Yan Jinghui said.
At present, in the market, in addition to Cyrus, ideal one, Nissan Serena, lantu free and other automobile brands adopt the technical route of increasing program.
"Now it seems that the increasing program is not the main direction of new energy vehicles, but it can solve a series of problems faced by mainstream technologies. The relevant technologies in the industry need to be Zhejiang Nhu Company Ltd(002001) familiar." Yang Xiulun, chief planner of Guizhou Economic Expo think tank, believes that.
how to break through the ecological barrier?
In terms of price, the price of electric intelligent vehicles is higher than that of fuel vehicles. In March this year, Tesla announced a price increase of 8000 yuan in the Chinese market. After the price adjustment, the price of modely all wheel drive long-range version reached 347900 yuan
The pre-sale prices of the rear drive Standard Version, 4WD performance version and 4WD flagship version released by Huawei after comprehensive subsidies are 250000 yuan, 280000 yuan and 320000 yuan respectively.
"Although it is positioned at the middle and high end, the price of the M5 is kind in terms of price. Huawei must have sacrificed its profits in order to ensure the success of this car." Lin Shicheng.
Although the cars launched by Huawei are commendable, the reporter of Securities Daily previously visited the Thales store and found that the first intelligent car cooperated by the two sides had a mediocre response in the market and did not stir up too much waves.
"This year, the sales volume of Huawei's smart sF5, the first vehicle of the cooperation between the two sides, is about 10000, which is equivalent to a water test." A supplier in charge of Xiaokang Thalis told reporters.
It is reported that the second model of "Hongmeng system" launched by both sides will be displayed in 180 Huawei stores in 42 cities. It remains to be seen how the car can achieve in the market.
"Building a car is a very complex system, and the laser radar and automatic driving, which consume a lot of money, are the key layout of smart car developers. For Huawei, it is more about exploring the market with this product and accumulating data and experience. The smart car market will enter the stage of scale development next year, and the competition will be more intense. Huawei will really open up the Hongmeng ecosystem There may be more challenges. Now, automobile enterprises are fighting their own battles, and there are still many barriers. How to break through this barrier is a test for Huawei. " Zhang Xiang thinks.
To break through the ecological barrier is an impossible task for an "outsider". Yu Chengdong, managing director of Huawei and CEO of smart car solutions, stressed more than once that Huawei only makes parts and does not build cars. He disclosed that Huawei driveone power domain solution has been carried on medium and high-end models of more than 10 mainstream car companies, and Huawei smart electric will continue to help car companies build and sell cars.
At present, Huawei has cooperated with Chongqing Changan Automobile Company Limited(000625) , Guangzhou Automobile Group Co.Ltd(601238) , Baic Bluepark New Energy Technology Co.Ltd(600733) and other manufacturers to provide 7 business modules, including intelligent driving, intelligent vehicle control, intelligent cockpit, intelligent electric and intelligent network connection.
However, it is understood that different from the previous forms of Huawei's participation in vehicle manufacturing, Huawei's participation and control over the M5 is much higher than previous single vehicle projects. Huawei controls everything from preliminary planning and design to later marketing and sales, and even the mobile phone team and software team are involved.
Today, Huawei has far exceeded the role of a "helper" in the automotive industry.
(Securities Daily)
