According to related news, Mate, the new flagship of Huawei smartphones? The domestic version of 10 is scheduled to be released on June 30th, and at the press conference, Huawei will also release a single smart screen for automobiles, which will aggregate most applications of Huawei smart phones, including functions suitable for automobile mobile scenes, such as listening to music, watching videos, making phone calls, surfing the Internet and playing games.
As a competent "car porter", Huawei has launched a series of layout and promotion around "smart car" since it issued the organizational change document in May 2065438+2009 and formally decided to set up a smart car solution BU for Huawei. As a high-profile communication technology company after Ali, Baidu, Tencent and Iflytek, Huawei's appearance is more topical.
Almost every product of this enterprise, which has always maintained national integrity, will attract social attention, as will this "smart screen single product". From the perspective of cloud intelligent system, is Huawei ready to enter the automotive electronics aftermarket that has been in a "inferior state"?
Monopoly era
No matter in the global market or the domestic market, the names of China enterprises rarely appear in the list of first-class suppliers of automotive electronics.
The monopoly rate of German, Japanese and American enterprises in the automotive electronics market is above 70%, which is a terrible percentage. In the centralized monopoly market system, Bosch, Denso and China are among the best, and they are also called "Big Three". At present, the market share of their three companies exceeds 50%. Although the global automobile industry will lag behind under the influence of the epidemic in 2020, as long as the production line does not stop, these "giants" entrenched in the aftermarket will still be the blood source that automobile enterprises cannot do without.
In the domestic market, electronic suppliers that users hardly know, such as Huayu Automobile and Sheng Jun Electronics, are still struggling. Compared with international leading enterprises, domestic suppliers can only live at the bottom of the biological chain, waiting for big fish eat small fish and small fish to eat shrimp. The word "low-end" is both sad and helpless.
In The Birth of a Car, automobile electronics are distributed in all parts of the car like "capillaries", and vehicles composed of semiconductor devices are perceived, calculated and executed, including automobile engine electronics, chassis electronics, driver assistance system, body electronics and vehicle electronics. They are everywhere, which makes cars "live more brilliantly", and the monopoly situation continues, resulting in the self-righteous situation mentioned at the beginning.
Bosch, a giant company in the automotive electronics industry.
In China's 20 18 financial report, Bosch maintained a record high, achieving sales of 1 126 billion yuan (about14.4 billion euros), up 2.5% year-on-year. The contribution of China market to Bosch's sales was 18%. Although the financial report declined in 20 19 (the first decline in revenue in the past six years) and the revenue was 77.72 billion euros, Bosch accelerated the layout of autonomous driving, new energy vehicles and intelligent networking, not only established a fuel cell technology center in Wuxi, but also expanded Changzhou Wujin factory, which will mainly produce ultrasonic radars in the future.
Donna, chairman of the board of directors of Bosch Group, once said: "Bosch's future research and development will focus on achieving carbon neutrality and new energy vehicle business."
It seems that the industry giants are not just accidental. Bosch's keenness and foresight in the market have made this temperament die.
It can be too high, and it is easy to "boil frogs in warm water". Top suppliers may never dream that domestic electronic suppliers will quickly catch up because of "new energy" and "intelligence". Due to the increasing demand for new energy vehicles, the rapid iteration of electronic technology has been promoted; The use of 5G makes the cost ratio of networking far exceed market expectations, and the growth rate of automotive electronics market far exceeds that of vehicle market.
Industry analysts predict that "in the next five years, the automotive electronics market in China will grow at a rate of more than 65,438+00%, and with the application of autonomous driving, driverless technology and new information technology in automobiles, the automotive electronics market will continue to grow. With the development of automotive intelligence and networking, it is estimated that automotive electronics will account for 50% of the total vehicle cost in 2030. Therefore, the development space of automotive electronics industry in China is very large. At present, 70% of the innovations of smart cars come from automotive electronic products, whether it is low-end reversing radar, LED lighting system or driving system, vehicle information system, battery management system (BMS) and new ECU control system of new energy vehicles. The fiery development of China's new energy vehicle market is undoubtedly a booster for the domestic automotive electronics market. "
Even though domestic electronic suppliers started late, the temperament of "overtaking in corners" seems to have been grasped by them. As for the software development of new energy vehicles, almost no Internet technology company in China lags behind others.
Software becomes a bright light.
There is no doubt that automobile electronics has become a new growth point of electronic manufacturing industry, and electronic software development has also become a key advantage in automobile competition.
When the slogan "Software defines the future" appears in the marketing of daily car companies, this era has quietly changed. In front of users, mechanical and physical buttons have become electronic modular touch screens, and the large screen independently developed and designed has replaced the traditional display screen with only image function.
BYD's DiLink system, GAC's ADiGO ecosystem and other intelligent networking systems are all based on independent research and development systems of domestic Internet companies.
Undeniably, when the large screen of 14 inch is embedded in the interior space, the visual shock like "movie giant screen" still exists. The man-machine interaction of the vehicle-mounted system and the application of multi-function and multi-scene also open the door to another world for users. Perhaps at this time, the car officially became the representative of "another living space" in the user's mouth.
Self-owned brands have seized the opportunity. As the first wave of people who eat crabs, fortunately, they have basically succeeded, and? The wide application of in-vehicle system provides new development opportunities for automotive electronics suppliers in China.
In a ranking list of automotive electronics suppliers, the names of companies such as Contemporary Ampere Technology Co., Ltd., BYD and Huayu began to appear in the list of power batteries, motors and inverters. Although the current proportion is not high, these enterprises have been insisting and have not given up because of the supply and demand relationship in the market.
And young rising stars are slowly entering the market competition. Gartland, NavInfo, Quan Zhi and other technology companies are stepping up the layout of in-vehicle chips; Horizon, CAMBRIAN, Feibu Technology and Shen Jian Technology all come from AI? In order to reduce costs and improve competitiveness, a time war of independent research and development of software systems is being launched on a global scale.
According to the industry analysis report, "It is estimated that by 2030, the global automotive software and electronic architecture market will exceed 4,000 US dollars (about 2,783.7 billion yuan)."
The report also shows that by the first half of 2020, the number of new energy vehicles in China has approached 5 million, and it is estimated that the sales of new energy vehicles will account for 25% of the automobile market in 2025, exceeding 4 million. Pure electric vehicles account for more than 70% and will be the mainstream products in the future. Software related to electric vehicles such as BMS and VCU will continue to increase in volume. "
It has become a fact that automotive software has become a new growth track. It is estimated that in 2020, the market rate of automotive electronic automation in China will also be valued at 28.5 billion yuan. (The global automotive electronic automation market is 66.5 billion yuan)
Looking back at Huawei's smart screen products, the intention is already very obvious. At present, the market that Huawei wants to focus on is the car besides the mobile phone business.
As mentioned in a foreign media report in June, 5438+08, "Huawei Technologies has increased its investment and interest in the automotive industry. Huawei may develop new technologies related to hardware, software and automotive 5G related equipment. It is worth noting that this will not be the first time that Huawei has cooperated with a car manufacturer to develop technology. Huawei can even develop its own in-vehicle interface to compete with Google and Apple. It may be possible to design a HarmonyOS system iteration for all cars driven by Google apps on EMUI, such as the WeGo map here. "
The single product of automotive smart screen will become a sharp weapon for Huawei to officially open its position as an automotive electronics supplier. Just like making mobile phones, Huawei understands the truth that "the core technology must be in its own hands". In the face of this truth, how to play Huawei well with good cards is what the market is interested in.
Text/Lin Xiao
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.