Huawei is a giant in the global communication field, but it is not an old player in the automobile industry. It's only been half a year since Ren shouted the slogan "Huawei will never build a car". There are internal and external factors, but it only accelerates Huawei's entry into the automotive field.
In Huawei's organizational structure, BU is the first-level department alongside BG. Up to now, Huawei has three bgs: operator BG, enterprise BG and consumer BG, and two buses: Cloud &; Artificial intelligence products and services department and smart car solutions department. For Huawei, the original three supporting business operators BG, enterprise BG and consumer BG have matured. While increasing the three major business increments, Huawei is constantly looking for new business opportunities. The automobile field is undoubtedly a just choice.
In fact, it is not the first time that Huawei has met a car. In addition to entering the automobile supply chain earlier in the field of communication module, it has a very close relationship with OEM in recent years.
However, Huawei, which has been focusing on this industry, will not blindly transform the entire automobile industry chain, because any industry is professional, and Huawei will certainly start from its own areas of expertise and gradually polish and enhance its core competitiveness. Compared with the Internet giants with high-profile smart cars, Huawei, which is slow to move, may also interpret the familiar bridge of "latecomers come to the top".
"We will never make a car. We are the module of car networking, and we do the electronic part of car-side computing. We may be the best in the world. But it's not a car. We need to cooperate with the car and use our module to enter autonomous driving. I will never build a car. So, we won't cross the line. We have boundaries. The field centered on the electron flow must be cut off. " 65438+1October 17 Ren made this statement when interviewed by some domestic media at the Shenzhen headquarters.
The core of Huawei is communication. From standard setting to chip research and development, what Huawei does is to improve its competitiveness and hard power in the communication field. The same is true in the field of vehicles.
As early as 20 13, Huawei established the car networking business unit and launched the car module ME909T, which made a deep layout in the field of car networking and autonomous driving. Its in-vehicle communication and image processing chips and modules are widely used in the industry. Subsequently, Huawei's various cooperation in the automotive field was also carried out around in-vehicle communication.
Different from Huawei, BAT, as a representative of Internet companies, has different time and entry point to enter the automotive field, but it is all based on software. Tencent and Baidu entered the automotive field through "AI IN CAR System" and "Car OS System" respectively, hoping to replicate the advantages of the Internet in the automotive field.
Alibaba Group and SAIC started the "Internet Car" project cooperation in 20 14, which led to the marriage with SAIC in 20 15, and the zebra network was born. SAIC and Alibaba each hold 50% of the shares, and both sides invest 500 million yuan, aiming to provide overall solutions for the entire automobile industry.
In addition to entering the in-vehicle business through Zebra Zhixing system, Alibaba also won Gaode in 20 14 for 1045 billion US dollars. Prior to this, Ali had already held a 28% stake in Gaode Company. Navigation is an important part of traditional automobile system, and its importance will be gradually highlighted in the future intelligent network.
Comparatively speaking, Tencent has the lowest profile in the automotive field. 20 17, 1 1, Tencent chelian released the AI in Car smart car solution, which was later upgraded to Tencent chelian TAI automotive intelligent system. Ma Zeng, Chairman and CEO of Tencent, said that intelligent networked cars are innovative carriers of cross-border integration, and Internet companies and traditional companies are highly complementary. Tencent hopes to become a "digital assistant" for the transformation and upgrading of automobile enterprises.
Tencent's attitude is very low, and there is no need to subvert or innovate the automobile industry. Just like the practice in the field of consumption, Tencent Che Lian introduced the Internet eco-car, gathered games, music, radio, social and other content resources, combined with user interest points and user travel scenarios to achieve personalized push; Integrate Tencent and third-party services, open up the account system, and realize multi-terminal interconnection of mobile phones, speakers and cars.
As early as 20 12, Baidu split the map business into LBS business unit, which greatly strengthened its investment. This is an important product that Baidu CEO Li Yanhong personally grasped. I just haven't set foot in the automobile field too much. Until now, Gaud is still the leader in the automotive aftermarket.
However, in the ten-year development of the Internet Troika, Baidu has obviously fallen behind. Therefore, in the wave of autonomous driving, Baidu has the loudest voice, hoping to boost the morale of the army. In 20 17, Baidu released the "Apollo" plan and announced the opening of the autopilot platform. At that time, Baidu CEO Qilu said that Baidu's Apollo open plan includes four levels: software platform, hardware platform (vehicle control, sensors), perception ability and core services (such as high-precision maps). In the future, Baidu should not only build overall solutions, but also enjoy services and high technology and establish a unified technology platform.
Small car OS is defined by Baidu as a branch of Apollo, which provides a complete artificial intelligence car networking system solution for mass production. Mainly around voice interaction, vehicle information security, DMS and so on. And reflect its capabilities through intelligent hardware in the cockpit.
Baidu has more actions and ambitions than Ali Tencent Huawei. It wants to be the real core of autonomous driving in the future, but before autonomous driving really comes, Baidu has to solve the problem of profitability.
20 18 June, Huawei and PSA (PSA) jointly built the world's largest front-loading networking project, aiming to put it into operation in eight regions in 2020, supporting more than1000000 internet cars and providing mobile travel services to more than 180 countries. The complete landing of the project will be a new milestone for Huawei in the field of car networking.
On July 2018 10, Huawei and German automobile manufacturing company Audi signed a memorandum of understanding on strategic cooperation in Berlin, which will focus on the networking of smart cars, and the two sides will jointly promote the development of autonomous driving and digital services; The LTE-V vehicle networking communication standard pilot project will also be launched in Wuxi, China.
At the end of 20 18, Huawei and Shanghai Automotive Group Co., Ltd. will work closely together to promote intelligent travel and next-generation vehicle networking services and deployment, and carry out joint research and development in new technical fields such as systems, intelligent algorithms and roadside unit development related to V2X (vehicle communication technology) intelligent travel services; At the same time, we will jointly carry out C-V2X (cellular car networking) technology testing and application demonstration verification, vehicle information communication terminal and module application and related application service platform research and development, and explore intelligent travel service solutions.
On May 5th, 2065 438+09 65438+ 10/KLOC-0, Huawei and Changan Automobile comprehensively deepened their strategic cooperation. In the field of intelligence, the two sides will carry out more comprehensive and in-depth cooperation on L4 autonomous driving, 5G car networking, C-V2X and other 10 forward-looking technologies. Changan has signed a number of strategic cooperation agreements with Huawei before, including the joint development and research of LTE-V and 5G vehicle networking with Huawei, China Mobile and China Mobile's Internet of Things at the beginning of 20 18.
Huawei has carried out strategic cooperation with many well-known car companies in the industry, and has been focusing on car networking and V2X. However, there are many core manufacturers in the upstream and downstream of the Internet of Vehicles. In order to promote the development of core business, it is necessary to establish a sufficiently extensive ecosystem.
At the beginning of its establishment, Zebra Network won the support of the first domestic car company and achieved great success in AliOS. No one can be sure whether Ali or SAIC made Arios. In order to prove its strength, AliOS needs to be recognized and used by more OEMs to avoid YUNOS repeating the same mistakes on Meizu mobile phones.
However, there is a saying that getting on the boat is easier than getting off the boat. It is difficult to successfully spend the honeymoon with SAIC, and it is also difficult to cooperate with more independent OEMs. So the zebra began to try carefully. Hu Xiaoming, senior vice president of Alibaba Group and president of AliOS, officially announced that AliOS is about to open source at AliOS Summit of Alibaba Yun Qi Conference. He said: "We will open our accumulated technical capabilities in automobiles, televisions, mobile phones and various Internet of Things to all industry partners. Welcome everyone to build AliOS together, make it better and make more innovations for the industry. "
In 20 18, zebra network announced the completion of the first round of financing, with the financing amount exceeding1600 million. At the same time, it also announced the comprehensive opening strategy-technology opening, business opening, ecological opening and equity opening. In the future, Zebra Network will open its deep customization capability to automobile manufacturers and realize technology opening. At the same time, the in-vehicle application platform will be opened for the first time, and applications and services developed by car companies and third-party service providers will be actively accessed to achieve ecological opening.
On 20 17, zebra successfully signed the cooperation between Shenlong and Ford, and Hao Feifei played a decisive role. Therefore, Hao Fei later took over the position of Zebra CEO and continued to fulfill the dream of self-driving car OS. At present, Zebra has owned many car enterprise partners such as SAIC, Shenlong, Ford and Qoros.
Among the OEM partners of Tencent Chelian, the independent brands are Guangzhou Automobile, BYD, FAW, Changan, Geely, Weimar, Weilai, SAIC, and international OEMs such as Mercedes-Benz, BMW, Audi and General Motors. At the 20 19 Shanghai International Auto Show, Tencent Auto Federation announced that it had reached cooperation with BMW, Mercedes-Benz, Audi, Guangzhou Automobile, Changan and other 17 car companies, and 45 models were landing. Wu Tong Automobile Federation jointly built by Tencent and Chang 'an released a brand-new TINNOVE automobile intelligent system.
Baidu is one step ahead in cooperation with car companies. At the beginning of Apollo, there were independent OEMs such as Chery, FAW, Chang 'an and Great Wall, followed by Zotye, Cheetah, Futian, Dongfeng, Baiteng, Chehejia and other manufacturers, and also attracted global OEMs such as Volkswagen China, Volvo, BMW and PSA. Baidu is unique in attracting OEMs. But are so many OEMs really effective? It also depends on when the technology it provides can be commercialized.
The same problem also appears in the cooperation ecology between Baidu and parts suppliers.
Huawei will provide automotive enterprises with in-vehicle computing platform and intelligent driving subsystem solutions based on MDC (Mobile Data Center); Automated driving (training, simulation and testing) cloud service Octopus; Based on Huawei Cloud; 4G/5G vehicle-mounted mobile communication module, T-box and vehicle-mounted network; Huawei HiCar seamless interconnection solution for human-car-home whole scene.
Among them, it is inseparable from suppliers in the traditional car networking industry chain.
On 2018 10 June10, Huawei and Shanghai Taibo signed a strategic cooperation based on Huawei's OceanConnect platform. This is the first time that Huawei has publicly signed a strategic cooperation agreement with a car networking company after carrying out strategic cooperation with a number of car companies. Based on Huawei's OceanConnect platform, the two parties will cooperate in the fields of cloud computing, big data, AI artificial intelligence, car networking and driverless in the field of car networking, and provide car networking software and cloud platform for the global market.
In addition, NavInfo is the data supporter behind the traditional vehicle navigation map, and the cooperation between the two parties will also focus on five major areas: cloud service platform, intelligent driving, vehicle networking, vehicle-road coordination, vehicle computing and communication. BAT hopes to become a first-class supplier in the future smart car alliance ecosystem, and by joining hands with traditional suppliers, it will amplify the capabilities and value of software. In this regard, Internet giants have their own advantages, and their shortcomings will quickly establish their own fortresses in the form of capital. For example, NavInfo was acquired by Tencent, Gaode was acquired by Ali and so on.
On March 8, 2065438+08/KLOC-0, Zebra Network and Bosch formally signed a strategic cooperation. In the future, the two sides will cooperate in the fields of automotive multimedia software and hardware, team travel and so on to jointly develop solutions suitable for smart travel scenarios in China. According to Hao Fei, CEO of Zebra, in addition to Bosch, Zebra has also reached strategic cooperation agreements with core suppliers of Chinese mainland, Visteon and Ambofu.
Tencent Chelian currently provides services based on voice, information and entertainment. Therefore, the cooperation with tier 1 has not been announced at this stage. In the future when software is becoming more and more important, Tencent Intelligent Car Association System will help it become Tier 1. Tencent's own autonomous driving team is another strategy.
2065438+In June 2006, Huawei announced that it had successfully conducted the Internet of Things parking test using NB-IoT (narrowband Internet of Things based on cellular) with Vodafone Group of the United Kingdom. Vodafone is the second largest mobile operator in the world. At the 20 17 Mobile World Congress held in Barcelona, Vodafone and Huawei demonstrated the new V2X(C-V2X) technology for the first time in Europe. Vodafone CEO aldo? Aldo Bisio said at the Vodafone 5G Forum held in Milan at the end of 20 18 that "Huawei is the best partner of 5G network and will continue to cooperate with Huawei."
In 20 16, Deutsche Telekom and Huawei carried out "joint operation" to jointly build an open telecom cloud. Mercedes-Benz and BMW successfully completed the cloud computing upgrade quickly.
During the World Mobile Communications Conference (MWC) in 20 17, Huawei and China Mobile signed the next generation car networking agreement with SAIC, and cooperated in the fields of big data and artificial intelligence. During the 20 18 World Internet of Things Expo, the two sides cooperated with the Ministry of Public Security and other units to build and launch the first domestic demonstration application model project of the Internet of Vehicles (LTE-V2X) in Wuxi, Jiangsu. During the auto show, Mobile and Huawei signed a strategic cooperation agreement, which will carry out in-depth cooperation on intelligent transportation and 5G car networking, and promote the deep landing of 5G in the field of car networking and smart travel.
On February 7, 20 17, 17, Unicom Wang Zhi Technology and Huawei held a signing ceremony for strategic cooperation in vehicle networking. The two parties will cooperate in various aspects such as 5G/LTE-V2X and vehicle networking platform to accelerate the testing and verification of LTE-V2X applications. Huawei is not the only one who knows the importance of operators. In fact, as early as 2009, Taber and China Unicom built the world's first 3G internet car, and took the lead in using the car networking system of 3G communication network.
The relationship between BAT and communication operators is not as close as that of Huawei. In the current development situation, BAT is more based on infrastructure to provide corresponding software services.
Holding the OEM, suppliers and operators has laid a solid foundation for Huawei to lay out the Internet of Vehicles on a large scale, but it is not enough.
Huawei and China Automobile Center signed a memorandum of understanding on strategic cooperation. The two sides will carry out in-depth exchanges and cooperation in key areas such as technological innovation, industry standards, testing and certification, and industrial ecology to jointly promote the digital transformation of the automobile industry. China Automobile Center is an important think tank and platform of the national automobile industry, which has a profound precipitation in industry services, standards and regulations, policy research, testing and certification, engineering technology research and development, and automobile big data.
In the end, any industry will tend to set standards. Just as Huawei actively participates in the formulation of international standards in the field of communications and domestic standards for car networking, Huawei is not willing to be absent.
Huawei can't build cars, but in the context of automobile modernization, it will definitely give play to its core advantages and seize the dividend of the transformation of the automobile industry chain. The mystery lies in Ren Lao's sentence, "We will never do this cross-border problem."
This style is also in the same strain in entering the automobile industry chain, doing what you are good at and cooperating with powerful players in the industry to earn the most copper coins.
When the Sino-US trade war was in full swing, Ren released Huawei's organizational change document and approved the establishment of a smart car solution department, which was managed by the ICT Management Committee. The document pointed out: Huawei does not build cars, but focuses on ICT technology, becoming an incremental ICT (information and communication technology) component supplier for automobiles and helping enterprises build good cars.
Huawei's announcement is actually based on the expansion of its core business, not to enter the automobile manufacturing industry and autonomous driving. For BAT, there is actually something worth learning, focusing on what you are good at, focusing on polishing for a long time, and standing at the top of the food chain for a long time.