165438+1October 15, in an exclusive interview after the appearance of Aouita 1 1, Wang Jun, chief operating officer of Huawei's smart car solutions, said, "To put it bluntly, we only provide some parts."
Interestingly, Wang Jun said that SAIC has not only cooperated with Huawei, but both sides believe that the media misread the "soul theory".
At the same time, no cooperative car companies have expressed any objection or rejection to Huawei's full-stack business model and the "HI" logo hanging at the rear of the car.
In fact, from the 20 19 Shanghai Auto Show, Huawei announced its high-profile entry into the automobile industry. Over the past two years, Huawei has gained "experience" in discussions with its partners day and night, and has clearly formed two orientations-"helping car companies build good cars" and "helping car companies sell good cars".
A few days ago, at Aouita 1 1, Huawei showed the latest achievements of Huawei's full-stack business model Inside.
Wang Jun is very satisfied with this stage achievement, which is rated as "absolutely leading in China".
Huawei Inside's ability
"When we cooperated with Changan, we just wanted to be a platform. This platform can continuously iterate for future-oriented software to define cars. Not only software, but also hardware can be the ability to build continuous iterations. "
Wang Jun said that the full-stack capability of Huawei smart cars was applied in Huawei Inside models equipped with Changan Aoweita. Its core is a digital platform for smart cars called iDVP.
According to the official information, iDVP has the ability of software iteration, hardware plug and play, and shortening the vehicle development cycle. Wang Jun said that iDVP is equivalent to a "big software operating system" at the bottom, and its greater capability lies in that besides sustainable iterative evolution, it also opens up three control domains: intelligent driving, intelligent cockpit and intelligent vehicle control.
"We have made our own operating system (autopilot, intelligent cockpit, etc.) for every field. ). On top of this operating system, we made an operating system to get through three domains. "
Wang Jun said that at present, no one in China can do this like Huawei. Therefore, in the field of smart car technology, Huawei is definitely leading at present.
In addition to iDVP, Huawei Inside's "full stack package" also includes an autopilot computing platform, an intelligent cockpit platform, a radar, and a BMS battery thermal management system.
And for the definition of "full stack" ability, Wang Jun made a series of rhetorical questions in the interview.
"Everyone is doing algorithms, but how many computing platforms can you make?"
"How many chips can you make?" "How many operating systems can run on the chip?"
"Some still need high-precision maps. How many? "
"To do a good job of autonomous driving, you have to have sensors. How many can be used as sensors? Especially for lidar. How many performance indicators can lidar do? "
"If you really do a full stack, you can figure out how many there are in the world."
There is no "soul trunk" concern in cooperation.
But "I definitely want to comment."
"Later, I talked to many people at SAIC, including Chairman Chen Hong. In fact, both sides, including our leaders, have also reflected that everyone's feeling is media misunderstanding. "
Regarding the "soul theory" put forward by SAIC Chairman Chen Hong in June this year, Wang Jun said that it would not affect the cooperation between Huawei and car companies. There are also no cooperative car companies that oppose or refuse to use the "HI" logo on the car.
Because Wang Jun thinks Huawei is a component supplier. The ability of car companies to create differentiation comes from several other aspects.
"The core of the difference is the brand, the second is its shape, the third is the basic car-making ability of the automobile factory, the fourth is your supply chain, and then your overall sales ability. This is an end-to-end ability. To put it bluntly, we just provided some parts. "
Wang Jun, for example, said: OITA 1 1 is an SUV, and Extreme Focus Alfa S is a car. Huawei's lidar will change the structural components to make different combinations according to the shapes of these two cars.
It is understood that Aouita has been behind schedule for a long time because of the matching improvement of lidar.
Huawei BU was formally established on 20 19. How does it feel to cooperate with car companies for more than two years? In the interview, Wang Jun summed up the word "experience".
"The whole process is an experience for Huawei, because we really didn't understand cars at first, but through cooperation with these car companies, it is also an accumulation of experience in the automotive field for Huawei, which really helps a lot."
On the other hand, Wang Jun said that some of Huawei's ideas in the ICT field are very close to the future car development concept, and can also promote the growth of cooperative car companies.
Wang Jun is satisfied with the results of cooperation in the past two years. Because "both HI mode and Huawei smart selection mode have really got rid of the traditional supplier mode."
If the traditional automobile suppliers provide standard parts, then in the era of smart cars, we should combine the performance, configuration and space of each car to make various customized parts.
Wang Jun said, "Huawei's high-cost manpower input requires customization for each piece. If the car doesn't sell well in the end, my investment will be in vain, and I will definitely give my opinion. "
Therefore, the focus of Tiger Inside is not only the whole stack, but also the deeply customized cooperation between the two parties.
Such in-depth cooperation is also the reason why the HUAWEI Inside model only chooses three domestic partners. Because "too much input", "I can't do it."
"The bench should be able to sit cold 10 years"
"The domestic automobile industry chain is very imperfect, and the whole vehicle industry chain is even more difficult to build. We hope that after Huawei enters this track, it will contribute to our contribution in the industrial chain. "
Wang Jun said that compared with the mobile phone industry chain, the automotive industry chain is not only much more complicated, but also has a deep understanding of automotive products. In addition, the domestic automobile industry chain needs to be improved. These present situations are also opportunities for Huawei.
Huawei's auto-related business is divided into two parts: one is the supplier role, that is, the smart car BU business that Wang Jun is responsible for; The other is to use Huawei's channels to help car companies sell cars. Belongs to Huawei consumer BG.
Among them, the business positioning of smart car BU can be understood as two parts: one is the full-stack business model of Huawei Inside, and the other is the traditional supplier business model of tier 1 or tier2.
At present, as tier 1 and tier2, Huawei has fixed-point partners from home and abroad (ranging from 10 to 70) in intelligent driving, intelligent cockpit, intelligent electric vehicle, intelligent network connection, intelligent Che Yun, sensors and even thermal management system.
It is often asked in interviews that Huawei's cooperation in the field of autonomous driving is the least in-depth. In addition to domestic Changan, BAIC and GAC, there is also a foreign car company. Why are there only four?
Wang Jun said, "Because of the huge investment in autonomous driving, I now have 1000 R&D personnel. It can really be said that it is a day and night job. "
In addition to the huge investment in human and material resources, Wang Jun believes that autonomous driving is "an absolute long-distance race", and not many people can really survive in the future.
"It's not that the bench can be used as a 10 cold company. I don't think I can really make a good product. As our boss said, this industry is not steamed bread, but a pot of praise. This requires long-term strategic patience. "
Write it at the end
Who's the body? Who is the soul? Who are the competitors? Who is the partner?
Under the huge wave of smart cars, while everyone is scrambling to be at the forefront, they are also trying to define their own roles and determine the roles of other players.
But the most controversial role may be Huawei.
In fact, it may be more difficult to dig deep in the supply chain with more gaps than to build a car.
Some people say that Huawei has always been high-profile and ambitious. In the interview, Wang Jun did not deny "ambition".
However, in order to explore a cooperation model suitable for smart cars, Huawei has suffered a lot in modest and prudent cooperation with car companies for more than two years.
Only time will tell whether Huawei can polish itself into an invincible sword and grow into the "Bosch" of China.
Or, do you still think Huawei can build cars?