In the second half of the story, the protagonists will be cars and smart cars.
Huawei's first car is here!
On the evening of April 17, there was another storm in the automobile field.
BAIC new energy high-end brand Speed Fox and Huawei released the HI version of Speed Fox Alpha S Huawei. The car is equipped with Huawei's complete set of automatic driving system solutions and has a high level of automatic driving ability in urban areas.
The whole system adopts Huawei's fast charging technology, charging for 10 minute can increase the battery life 197 km.
The pre-sale price of the basic version is 388,900 yuan, and the high-end version is 429,900 yuan. It is expected to be delivered by the end of this year.
After the mobile phone field was frequently targeted by the United States, Huawei began to exert its strength in the automotive field.
Although I didn't build a car by myself, cooperation with car companies just shocked the industry.
Alpha s Huawei HI version, its biggest highlight is equipped with Huawei autopilot technology.
Autopilot is not a new concept, but only stays in the conceptual stage for a long time. Now the situation is different, and it has really entered the actual combat stage.
This technology has completely realized the goal of the vehicle to judge the road independently in the whole process, thus realizing the real unmanned driving.
The core hardware of autonomous driving: data, high-precision maps and algorithms, to build a set of data-driven closed-loop open platform, aiming to help car companies build autonomous driving development capabilities from scratch, lower the development threshold and improve development efficiency through Che Yun's collaborative packaging, industry-leading labeling capabilities, upgraded virtual simulation and safe and compliant one-stop cloud services.
Huawei's SoC will all adopt pluggable design, basically like a USB flash drive. The computing chip will be upgraded every three years, and the performance of the car can be improved without changing cars.
Alfa S Huawei HI Edition will be equipped with three 96-line automotive laser radars, six millimeter-wave radars, 12 camera, 13 ultrasonic radar, and Huawei chips with a computing power of 352Tops.
Alpha s Huawei HI Edition is equipped with a remote high-definition camera and lidar, and with high-precision maps, it can accurately extract lane and traffic light information. Through continuous machine self-learning and continuous iteration, the control performance of intersection is closer to manual driving, including straight, left turn, unprotected turn and other functions.
Huawei still said that it would not build a complete vehicle, but focused on ICT technology to help car companies build good cars and become an incremental parts provider for intelligent networked vehicles.
For Huawei, the HI version of Alpha S Huawei is just the beginning.
In the trillion-dollar market, giants have entered the game.
The average price of smart phones is 2000 yuan, while the average price of new cars can reach at least100000 yuan.
Smart cars are undoubtedly a huge market of hundreds of trillions or even hundreds of trillions.
The giants certainly don't want to miss this opportunity.
On the evening of March 30th, Xiaomi Group announced that the board of directors of the company formally approved the establishment of smart electric vehicle business. The company plans to set up a wholly-owned subsidiary to be responsible for the smart electric vehicle business. The initial investment is 654.38+0 billion yuan, and it is estimated that the investment in the next 654.38+00 years will be 654.38+0 billion dollars (about 65.7 billion yuan). Lei Jun, CEO of Xiaomi Group, will also be the CEO of smart electric vehicle business.
On April 6th, the media reported that Didi started the car-making project, and the person in charge was Yang Jun, vice president of Didi and general manager of Xiao Ju special car service.
Didi has been quietly investing in the field of autonomous driving.
As early as June 2020, Didi Autopilot, a subsidiary of Didi, announced its cooperation with BAIC. The two parties will jointly develop advanced self-driving customized models, which are specially used for RoboTaxi (self-driving taxi) operation.
Founder Cheng Wei proposed at the D 1 conference that Didi's customized network car will always be iterative. By 2025, the customized version of the online car D3 will be popularized on the Didi platform. By 2030, the goal of the D series is to remove the cockpit and achieve complete driverless driving.
On April 12, DJI, which is well-known in the field of drones, also announced that it will soon enter the automotive field, and will release related products at the Shanghai Auto Show which opened on June 19. According to its official description, DJI vehicles will "focus on the research and development, production, sales and other services of intelligent driving systems and their core components".
At present, DJI has released its intelligent driving system, which * * * includes four specifications: D80, D80+, D 130 and D 130, in which D80/D80+ can cover the speed range of 0-80km/h and D130/D/KL.
According to informed sources, the partner of DJI automobile manufacturing will be SAIC-GM-Wuling, and the first car will be put into production this year due to the in-depth cooperation rather than parts procurement mode.
Home appliance giant Skyworth is also preparing to join the golden track of smart cars.
On April 13, Skyworth Group announced that it would hold a communication meeting on April 27th. Judging from the official poster, Skyworth Group will build Skyworth smart cars with the slogan of "creating the future again".
Some of these enterprises may not build their own cars, but provide technology and cooperate with car companies to make smart cars in the future.
Evergrande's exploration in smart cars is also worth looking forward to.
Previously, on March 25th, Evergrande Automobile held a press conference of Hengchi Intelligent Networking, and the cutting-edge scientific and technological achievements such as intelligent cockpit, supercomputing platform and intelligent ecosystem made a heavy appearance, especially the H-SMART OS Hengchi Intelligent Networking System, which was jointly developed by Tencent and Baidu for 23 months, has an unprecedented extreme intelligent ecology, which amazed the global car fans.
When it comes to smart cars and driverless driving, of course, we can't ignore Baidu.
Baidu has been deeply involved in the fields of smart cars and driverless driving for many years and is the most comprehensive company in the field of autonomous driving in China.
Baidu is the only company in China that develops full-stack AI functions from chip design to deep learning framework and application-level AI functions.
In terms of AI layout, Baidu is considered to be the most potential AI autopilot.
On June 65438+1October 1 1 day, Baidu's self-driving taxi service was officially opened in Beijing.
With the entry of giants, Tesla, which had a unique advantage in this field before, is facing a situation of encirclement and suppression.
The smart car industry may break out
Huawei's first car may detonate the auto sector in the capital market.
In fact, last Friday (April 16), the driverless and vehicle sectors rose. As of the close of the day, Asia Pacific, Beiqi Blue Valley, Changan Automobile and Luchang Technology had multiple daily limit.
Vehicle-mounted lidar and millimeter-wave radar are the keys to realize intelligent driving in ARCFOX polar fox HBT. Huawei's lidar is positioned as a medium-range lidar, with a maximum detection range of 150m and a horizontal FOV of 120 degrees, which has the real capability of mass production of commercial automobiles.
According to IDC's forecast, in 2035, the global smart car industry will exceed 1.2 trillion US dollars, and the China smart car industry will exceed 200 billion US dollars.
There are 53 A-share intelligent driving-related listed companies with a total market value of 855.7 billion yuan, which are mainly distributed in Shenwan industries such as automobiles, communications, electronics and computers.
However, there are also some enterprises that only stay in concept. When investors choose investment targets, they should carefully screen and choose the beneficiaries with real performance and growth.
Author: Zhou Songtao