Shulou(Shulou.com)06/03 Report--

On June 15, Huawei partnered with BYD to explore Huawei's plan for Kirin chip boarding, marking Huawei's latest progress in 5G commercial and vehicle networking intelligent solutions. Prior to this, Huawei has launched 5G communication chips, HiCar screen program and other boarding plans, this can be said to be an extension of the previous plan.

In fact, Huawei's layout in the automobile industry, especially in the field of vehicle networking, has already begun. As early as May 2019, Huawei President's Office issued a special smart car solution BU, which is used to do research in the field of smart cars. Xu Zhijun, the rotating CEO of Huawei Group, also said to the public: "Huawei does not build cars, Huawei will focus on ICT technology to build cars for 'car manufacturers'." This is Huawei's position in the automotive field.

Huawei's goal is very clear, that is, not to enter the automotive manufacturing field with a long industrial chain, but to be an incremental auto parts manufacturer based on ICT technology, which it is good at.

As an automobile company based on energy technology, BYD has been deeply cultivated in the field of new energy vehicles for a long time, which is more thorough than YD's research on cars, especially new energy vehicles, and the two companies have their own advantages and disadvantages. It is also inevitable for the two to cooperate.

Huawei wants more than just Kirin to get on the bus.

According to Huawei's plan, Huawei is positioned to provide services to new energy vehicles, not traditional cars, for a reason. Traditional cars originated from the West, has formed a large number of strong car factories, such as Germany, Japan and the United States, the global pattern has been determined, but new energy vehicles are in the ascendant, broad prospects, new energy vehicles also have new requirements for the reform of auto parts.

According to the forecast of third-party organizations, the global market of intelligent connected vehicles will reach 380 million in 2020, and the market size will reach more than 100 billion yuan. Even if you participate in one part of it, you will benefit a lot. At the same time, Huawei's smartphone business has gradually peaked, and business development needs new momentum.

As an important leader of the 5G tide, Huawei has obvious advantages in 5G applications and intelligent IoT technology, and it is inseparable from the participation of cars in order to build a "1x 8N" intelligent Internet connected world, which is an important reason for Huawei's participation in the construction of the automobile industry.

According to Xu Zhijun, Huawei's rotating CEO, "Huawei's future intelligent networked car solutions include intelligent driving, intelligent cockpit, intelligent electric and intelligent communications."

Specifically, it includes four parts: the intelligent driving operating system based on Teng Teng chip, the vehicle entertainment operating system based on Kirin chip and Hongmeng OS, the vehicle management operating system of new energy vehicle management (including charging, electric drive, battery management), and the human-vehicle interactive network connection system.

In short, Kirin "getting on the bus" is only one aspect of Huawei's layout in the automotive sector, and Huawei's goal is to break into the entire auto industry chain.

Huawei still needs a good helper for the deep layout of smart cars.

At the Fifth International Automotive key Technology Forum held in 2019, Xu Zhijun, the rotating chairman of Huawei, said that Huawei's smart energy business includes mPower multi-form electric drive, charging and battery management systems, which is regarded as the foundation of Huawei's smart car business because new energy vehicles are inseparable from power management.

In terms of specific technology, Huawei also unveiled new HUAWEI HiCharge products at the technology forum, which can be seen as the specific landing of Huawei's solutions in the field of smart energy.

In fact, the DC charging module developed by Huawei already has the core advantages of high power density, high efficiency, high reliability and low noise, which can effectively reduce the quality problems of charging piles and reduce safety risks. It can be seen that Huawei already has some of its own advantages in smart vehicle management.

In addition, Huawei's seamless HiCar system, which aims to achieve a "human-car-home" user experience, also has more practical functions. For example, Hicar system can realize car-machine interaction, open car doors with Hicar system through the NFC of Huawei mobile phone, and remotely operate smart household items such as intelligent rice cookers, air conditioners, floor-sweeping robots and so on through HiCar system.

Huawei also moves frequently in other areas. For example, with the help of profound technology accumulation, Huawei has become the sixth digital map service provider with Class An electronic map qualification, which has added a lot of help to its entry into the field of intelligent driving.

However, if Huawei wants to make a difference in the automotive industry, it also needs the help of outside manufacturers. After all, Huawei is not a car after all, and it is not good at how to combine its software applications with car parts, car performance and other aspects to maximize value, which is why Huawei chose to cooperate with outside automakers.

So why did Huawei choose to work with BYD?

BYD's specialty

There is no doubt that BYD is a domestic leader in new energy vehicles. BYD started as an energy battery and has gained a foothold in the new energy car market over the years. Compared with the "new power of building cars", which is now promoted by a lot of media marketing, BYD is more like the "invisible" boss of the new energy automobile circle.

According to the latest ranking of new energy vehicle sales, BAIC's EU series topped the sales list with more than 110000 vehicles in 2019, followed by BYD.

In the top 10 sales list, BYD Yuan EV series ranked second with 61551 vehicles, BYD Tang DM ranked fifth with 34084 vehicles, and BYD E5 ranked sixth with more than 32000 vehicles. Among the top 10 sales of new energy vehicles, BYD owns three models, which is unique in the top 10, and the total sales of the three models are higher than those of BAIC New Energy, which ranks first. It can be seen that the position of BYD in the new energy vehicle market.

BYD has achieved such success precisely because BYD has been deeply engaged in new energy vehicles for a long time, giving it unique advantages in energy battery research, new energy vehicle chip research and development, vehicle manufacturing and so on.

Specifically, BYD has set up a special BYD battery company to focus on battery research, which has been widely used in its own cars and some external manufacturers. BYD is also the largest domestic manufacturer of specification-grade IGBT chips. at present, its research on IGBT chip version 4.0 has reached the international leading level, and has many invention patents in the core "three electricity" technology field of electric vehicles.

Compared with the new car-building power, BYD Automobile was formerly Qinchuan Automobile with the background of state-owned manufacturers. It has a stronger foundation, is more professional in car-building, and is more robust in the comparison between the two sides. Judging from his deep ploughing time in the field of pure electric, he started almost at the same time as Tesla, and is not inferior in many ways.

In all respects, Huawei's cooperation with BYD is a win-win situation. But in fact, while the two sides cooperate, there is no lack of competition.

Deeper consideration

Judging from the mass status of the two, the cooperation between the two has more profound meaning. For example, through cooperation, BYD can further deepen the cooperation between BYD foundry and other terminal businesses of Huawei.

In addition, with the split independence of BYD Semiconductor, the two may have more sparks in the chip field in the future. In particular, BYD Semiconductor has been involved in chip design, wafer foundry, closed testing and other entire industry chain, which can also help Huawei's future layout.

In addition, Huawei's research on on-board chips and the upgrade of self-driving all have their own advantages. In these areas, BYD will not be willing to be a nobody, there must be more possibilities to deepen the cooperation between the two. From this point of view, strengthening co-operation between the two sides is naturally the best arrangement.

(official account of Liu Kuang / tr. by Phil Newell) ID:liukuang110

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