Wen Hao Ott is driving? Wang shuoqi
Science and technology enterprises and internet enterprises with unique advantages in the modernization of new automobiles are deeply integrating and cooperating with traditional brands.
Beijing time165438+1October 26th, the joint venture between SAIC and Ali was finally officially announced. On the sightseeing floor of Shanghai Center, the high-end brand "Smart Machine Automobile" jointly invested by SAIC, Pudong New Area and Alibaba officially signed a contract, and the first round of financing reached 1000 billion RMB.
It is reported that at present, Zhiji Automobile is the first car positioning car. "It is expected that the winter test will be conducted in Heihe at the end of this year, and a large number of new cars will be seen on the road next year."
According to media reports, SAIC shares account for 54%, Pudong Development Investment accounts for 18%, Ali accounts for 18% and others account for 10%.
Compared with the previous related large-scale financing, the scale of the new car brand in the first round of 654.38+00 billion is unprecedented. It is worth mentioning that in addition to two technical parties, there is also a government investor in Pudong New Area, which is enough to show Shanghai's determination to transform its automobile.
Huawei is not idle here, and these two days are also because "no car" has frequently boarded hot search.
Recently, there are more and more news about Huawei building cars, but Huawei officials have repeatedly reiterated that they will not build cars, but help car companies build good cars.
In the official documents, Huawei even mentioned that "whoever puts forward suggestions for building cars in the future and interferes with the company can be transferred from his post and find another post."
This is not the first time that Huawei has said that it will not build a car. Therefore, this letter is more like an internal warning and attitude, and it also requires Huawei people to keep a low profile.
However, it is worth noting that Zhu Huarong, chairman of Changan Automobile, revealed in CCTV's "First Launch" program: "In line with the development of the times and the needs of users, we are working with top technology companies Huawei and Contemporary Amp Technology Co., Ltd. to jointly build high-end smart car brands and high-tech high-end products, and we will meet you soon."
In the industry's view, this means that Huawei is deeply involved in R&D and vehicle design. Compared with the software system previously provided only to the OEM, Huawei has gone further in "building a car". According to the press conference, Huawei's LOGO will be revealed in the new car.
It can be said that although the external voices and attitudes of the two companies are quite different, the actions of Huawei and Ali are in the same strain.
The fate of SAIC and Ali
Previously, SAIC and Ali had cooperated, that is, zebra network. However, the equity dispute of Zebra Network has been puzzling the development of the company, and the superposition of SAIC background has made Zebra encounter some difficulties in business development.
As a third-party intelligent networking company, SAIC's background makes other OEM brands jealous, so only a few brands are willing to explore zebra's expansion in Zhang Zhilu with sporadic models.
The cooperation between SAIC and Ali began from 2065438+March 2005, and the two sides invested RMB 65,438 billion to establish Zebra Network.
2065438+In July, 2006, SAIC launched the first Roewe RX5 Internet car equipped with Zebra Zhixing system.
However, in May 2020, Zebra Network completed its strategic reorganization and SAIC withdrew.
After Ali injected AliOS assets into Zebra Network to gain control, AliOS, represented by Zhang Chunhui, returned to take charge of Zebra, which was also regarded as the breakup between Ali and SAIC.
However, Ali did not stop chasing his dream of traveling, and successively laid out some columns including new forces, taxi software and maps.
The "smart car" cooperated with SAIC this time represents that Ali began to lay out the production end of the automobile industry chain and was no longer satisfied with being a technical service provider. At the same time, it further shows that Ali and SAIC have clarified their relationship and started new cooperation.
Huawei and Ali have similar functions.
At present, there are two reasons for the cooperation between technology enterprises and traditional car-making enterprises: first, the overall trend of electrification has been set, and second, 5G and artificial intelligence are about to break out in the automobile industry, resulting in new intelligent species.
At present, domestic first-line technology companies have taken the research and development of a new generation of cars as the core industry of future competition.
According to the introduction of Zhiji Automobile, the new brand mainly relies on SAIC's core technologies-Sandian, intelligent driving technology, five innovation centers of artificial intelligence, big data, cloud computing, network security and software, and top capabilities in the field of intelligent manufacturing. In addition, we have cooperated with Ali in car networking system and new retail, established IGBT core component company with Infineon, formed an industrial alliance with Contemporary Ampere Technology Co., Ltd. in new energy battery, and cooperated with China Mobile and Huawei in 5G technology.
It can be said that Ali, as a joint venture company, still relies on two mature businesses: retail and car networking.
On the other hand, the cooperation between Huawei and Changan seems to involve a wider range.
At present, Huawei HI full-stack smart car solutions include 1 brand-new computing and communication architecture, five intelligent systems (intelligent driving, intelligent cockpit, intelligent electric, intelligent networking, intelligent Che Yun), and a full set of intelligent components such as lidar and AR-HUD.
HI provides powerful computing power and operating systems, including three computing platforms (intelligent driving computing platform, intelligent cockpit computing platform and intelligent vehicle control computing platform), as well as three operating systems AOS (intelligent driving operating system), HOS (intelligent cockpit operating system) and VOS (intelligent vehicle control operating system).
According to Xu Zhijun's words, "except for the chassis, four wheels, shell and seat, the rest are technologies owned by Huawei."
It is worth noting that Changan's power battery cooperative enterprise is also Contemporary Ampere Technology Co., Ltd..
That is to say, apart from their own differences, the two companies are mainly different from Alibaba in the car itself, and the communication OTA technology of Smart Car also has Huawei.
But the biggest difference is that Huawei did not directly participate in the equity and did not set up its own automobile brand. Instead, it completed such things with different manufacturers with a more open mind.
According to incomplete statistics, since 20 14, Huawei has successively cooperated with Dongfeng and Changan Automobile in car networking and smart cars. 、
On 20 15, Huawei and Volkswagen reached a cooperation to jointly promote the R&D and application of car networking;
On 20 16, Huawei and Audi, BMW, Ericsson, Nokia, Qualcomm and other enterprises formed the "5G automobile alliance".
Starting from 20 18, the cooperation between Huawei and car companies is no longer limited to car networking, but begins to involve the field of autonomous driving.
From this point of view, Huawei is stronger than Alibaba in "building cars", but Alibaba has stronger sales ability and mature car networking ability.
However, no matter who is strong or weak, it has become an established fact that China science and technology giants are involved in building cars. In the process of reform and reshuffle of China's automobile industry, these technology companies also want a piece of the action.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.