Shulou(Shulou.com)11/24 Report--

After the arrival of the era of new energy vehicles, we have seen countless enterprises enter the market across industries, some choose to make their own cars, and some have become a part of the supply chain. Among the enterprises that used to belong to the mobile phone industry, Huawei is undoubtedly the most prominent in the automotive field, and has reached cooperation with BAIC, Geely and many other big companies.

For ordinary people, cars are second only to houses in importance, but not everyone can afford them. As of the end of November 2022, the number of cars in China is 318 million, an average of about 5 people can have one car, this figure is even lower than two-wheeled electric vehicles.

Indeed, two-wheeled electric vehicles are very common daily travel tools in both big cities and rural areas, but for a long time, electric vehicles have maintained the "ancient" functional features, and only a few products can add some special functions. Now, Huawei is here to bring some different colors to the two-wheeled electric car industry.

01. United Tailing, Huawei electric cars once mentioned electric vehicles, we think of two-wheeled electric donkeys and little sheep, but after the rise of the new energy vehicle industry, electric vehicles come, we have to distinguish between two-wheeled electric cars or electric bicycles.

The arrival of the era of new energy vehicles has not only affected the traditional automobile industry, two-wheeled electric vehicles have also been greatly affected, such as lead-acid batteries have been almost completely eliminated, lithium batteries have become the mainstream. More crucially, some new car-building forces have emerged in the two-wheeled electric car industry, such as the No. 9 electric car founded in 2012 and the Mavericks electric car founded in 2014.

No. 9 and Mavericks have not been established for a long time, but they have achieved annual sales of more than 1 million in 2022. Different from the ideas of those established two-wheeled electric car companies, No. 9 and Mavericks are high-end users, so they pay special attention to the appearance and functional design of the products, and the price is too expensive, so it is not easy to have such high sales.

Picture source: Mavericks electric car has added many intelligent functions to its products. Car owners no longer need to carry mobile phones. Through App, they can unlock, check the position of electric vehicles, check the driving range, and history travel tracks and other functions. The calf electric vehicle also has automatic detection function, and the test results will also be fed back to App to facilitate users to know the situation of the electric vehicle in time.

Traditional electric car brands also have intelligent products, but in the face of the rapid growth of Mavericks, No. 9 and so on, they have to think of other ways to improve the competitiveness of products. In fact, there is still a lot of room for the development of two-wheeled electric cars, which is why Huawei enters the market and cooperates with Tailing, a strong player in the industry.

For Huawei, netizens should know that once the king in the field of mobile phones and communications, the annual revenue is still more than 600 billion yuan, and the annual R & D investment is more than 100 billion yuan, an indisputable behemoth. In the field of software development, Huawei is also strong, and launched a self-developed HarmonyOS, but also developed a special system such as Minghong according to the needs of other scenarios. After entering the automobile industry, Hongmeng intelligent cockpit has become a trump card in Huawei's hands.

In the domestic two-wheeled electric vehicle industry, Tailing has been in the top three, with annual sales expected to be close to 10 million units in 2022. Earlier, Tailing also released an extremely advanced super-smart version of the N9 electric car, which costs more than 5000 yuan and has a full range of functions. now it has reached a cooperation with Huawei, and the two are likely to achieve annual sales of more than 10 million in 2023.

02. With Huawei's blessing, how many surprises can Tailing electric cars have? The benefits that Huawei can offer to Tailing include brand, software and hardware. The once unknown well-off car, launched in cooperation with Huawei, has sold more than 10,000 cars for several months in a row, which is the brand blessing offered by Huawei. Tailing sells well in two-wheeled electric cars, but the traditional marketing method mainly depends on offline dealers, which is not very famous on the Internet.

With the blessing of Huawei and Hongmeng, Tailing's fame and brand value are bound to be higher. However, whether the product sells well or not, fame is only one aspect, and the more important thing is the product quality. Functions such as App control and detection of mobile phones have been realized by Tailing electric vehicles, and the blessing that Huawei can provide should mainly come from HarmonyOS, for example, it can be controlled through the wallet App, NFC and other functions of Huawei mobile phones, and connect with Huawei computers, tablets and other devices.

Picture source: Tailing electric car in addition, at this stage, some two-wheeled electric vehicles have used high-end digital dashboards, but the screen is not big enough. Owners of two-wheeled electric cars have always had a headache, that is, it is too inconvenient to use navigation. Xiao Lei once fell down while riding while watching navigation with his mobile phone.

After working with Huawei, maybe Tailing will consider adding a larger screen and in-car Hongmeng system to the electric car to add some navigation and entertainment functions. In addition, the existing two-wheeled electric vehicles basically do not have radar, cameras and other hardware, let alone driving recorders. Huawei may be able to simplify the Hongmeng smart cockpit and transplant it to a two-wheeled electric car to add more safety-related features.

For example, after the two-wheeled electric car is added to the ultrasonic radar, it can provide a collision reminder function to remind the owner that the car is too close to other objects. Although the two-wheeled electric vehicle is convenient to observe the objects in front and left and right, it often has a rear-end collision, and the cost of ultrasonic radar is not high, which can greatly improve the safety of car owners.

There are many cases in which the lights of the owners of two-wheeled electric vehicles are not standardized, and they have sensors such as cameras, and the two-wheeled electric vehicles can also add automatic lighting functions, which can be identified and adjusted by the system, and remind the owners that two-wheeled electric vehicles will be more standardized on the road.

Figure source: Tailing Electric Station in the convenience and safety considerations, the addition of these software and hardware functions has indeed been greatly improved, but this also brings two problems, namely, the increase in cost and the decline in battery life. Needless to say, the extra screens, chips, and sensors will lead to higher costs. If the market is mature and there is enough supply in the supply chain, the average cost will naturally decline slowly, and the consumption level of the Chinese people will continue to rise. even if the price of two-wheeled electric cars is high, there will still be a market.

In terms of battery life, the size of the two-wheeled electric car is too small to leave much room for the battery, so the battery life is generally not high. Adding so much hardware and features is bound to increase the pressure of battery life. Fortunately, the arrival of the era of new energy vehicles has led to the development of the battery industry. Lithium batteries, sodium ion batteries, and even titanium ion batteries are developing rapidly, and the energy density is getting higher and higher. the ability to adapt to the extreme environment is also getting stronger and stronger.

Technology upgrade iteration, cost and battery life will be resolved sooner or later, and more crucially, as Huawei joins, the whole industry will change.

03. In the whole industry, the new car-building forces that will change the two-wheeled electric vehicle industry due to the entry of Huawei are much less than that of the electric vehicle industry. It is not difficult to understand why electric vehicles are more profitable and have better development prospects. Especially in China, the per capita car ownership is not high, the development space of the automobile industry is better, and the spending power of Chinese people continues to improve, more and more people will buy cars in the future.

However, the rise of the electric car industry does not mean that two-wheeled electric cars will lose the market. In traffic-congested first-tier cities such as Beijing, Shanghai, Guangzhou and Shenzhen, electric cars may be more convenient to commute than cars. The increasing number of cars in China also means greater traffic pressure, which may lead to long-distance driving, daily commuting and shopping using electric cars in the future.

Huawei is not too late to enter the market, and may bring many changes to the industry, in addition to the above functions, even electric cars are likely to use self-driving. A long time ago, Zhi Huijun, a member of Huawei's genius program, developed an electric bike that could drive itself to and from work.

Autopilot has high requirements for sensors, if the pursuit of extreme safety, lidar is essential. As it happens, Huawei is a strong domestic lidar research and development company, and its goal is to reduce the price of lidar to about $200, or even $100 (about 680 yuan). So that cost is no longer a problem restricting the popularity of self-driving.

In the early days of the launch of smart two-wheeled electric cars, the price will certainly not be cheap, such as Tailing's super-smart version of N9, which sells for more than 5000 yuan, and there are few products that cost less than 5000 yuan for Mavericks electric cars. However, with the development and maturity of the industry and the competition among enterprises, smart electric vehicles are bound to gradually reduce their prices like electric vehicles.

According to the China Bicycle Association, China sold about 50 million two-wheeled electric vehicles in 2022, and is expected to sell about 60 million in the next three years. The increasing number of cars is likely to cause more urban residents to give up driving and drive electric cars with low probability of traffic jams. It seems that both Tailing and Huawei see the huge business opportunities and intend to work together to occupy a larger market.

This article comes from the official account of Wechat: Feng Xingxing (ID:fengchuxing2021), author: lost Soul.

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