[YesAuto New Energy] Super broadcast, every week. Just after the Spring Festival holiday, Xiaomi was exposed to enter the field of car manufacturing, and was later rumored by the government that “no specific plans yet”. In the same week, Huawei was once again rumored to be involved in the transformation of “corporate strategy” and that it would release some models this year, but the result was also an official response to “no plan.” In the past few years, there have been rumors of technology and Internet companies entering the field of “car-making”, but at present, there is no substantial landing. But every time the rumors appear, they will cause heated discussions. So, do we really want these companies to really join in making cars?
In the past few years, it is not uncommon for technology and Internet companies to enter the automotive industry. Well-known manufacturers such as Baidu and Ali have gradually developed more specific car-making plans with Geely and SAIC respectively. Compared with traditional fuel vehicle manufacturing, the threshold of new energy vehicles is lower. The mature supply of parts and components has made it difficult for many companies that seem to be “outsiders” to “build vehicles”. I have said exaggeratedly: whether you want to build a new energy vehicle depends on how much you are willing to spend. Then those Internet companies that have not really entered the game continue to report car-making controversies, and Huawei and Xiaomi are the two most watched brands at present.
On February 19, there were media reports that Xiaomi has now decided to enter the car industry and regarded it as a strategic decision. The specific form and path have not yet been determined, and there may still be variables. People familiar with the matter said that Xiaomi's car may be led by Lei Jun, the founder of Xiaomi Group. Affected by this news, the Hong Kong stock of Xiaomi Group once expanded to 11%. As of the close of February 19, the stock price of Xiaomi Group rose 6.42% to 30.650 Hong Kong dollars. However, this is obviously another oolong. The Xiaomi Group subsequently responded to the Science and Technology Innovation Board Daily, saying: wait and see, there is no (car plan) for the time being.
|Xiaomi Group's inventory of trends in the automotive field|
|Year 2014||Lei Jun visited the Tesla factory, after which it was rumored that Xiaomi would set foot in the field of new energy vehicles||——|
|2015||Nearly ten car-related patents of Xiaomi Technology Co., Ltd. are disclosed in the national patent system, which mainly involve smart cars.||To refute rumors, Xiaomi focuses on the three major businesses of mobile phones, routers, and Xiaomi TV.|
|2016||Lei Jun personally invested in Weilai Automobile and Xiaopeng Automobile||——|
|2017||Xiaomi and BAIC Group signed a strategic cooperation agreement. The content of the cooperation may be related to intelligent driving.||——|
|2019 year||Xiaomi Group becomes the new strategic investment partner introduced by Xiaopeng Motors||——|
|February 2020||Xiaomi and BYD, Weilai and other brands cooperate with NFC keys||——|
|May 2020||Xiaomi Mall released a poster “Building a car? We are serious!”||Official rumors|
|June 2020||The Xiaomi Group applied for the registration of the “Xiaomi Vehicle” trademark in early June 2020, and also applied for the registration of related graphic trademarks.||——|
|December 2020||Xiaomi’s “Blue Sky Project” is reported to be cooperating with BYD to build cars||Official rumors|
|February 2021||According to the Internet, Xiaomi has determined to enter the car industry and regards it as a strategic decision, or will be personally led by the founder of Xiaomi Group Lei Jun.||Official rumors|
From the above summary, we can see that Xiaomi’s real actions in the automotive field are not many. In addition to some peripheral technology insertions, it is more of Lei Jun’s investment, including his personal investment in 2016. Weilai Automobile and Xiaopeng Automobile, and in 2019, Xiaopeng Automobile also officially became a strategic partner with Xiaomi Group.
In the past five years, Xiaomi has repeatedly reported a “car-building plan”, especially since 2020 the rumors are the most intense. In the rumors last week, it was the loudest. Xiaomi Group finally declared in the form of a formal announcement that “the automobile manufacturing business has not yet reached the formal project stage.”
● Rumors of Huawei making cars
On February 26, it was reported that Huawei plans to launch its own-brand electric vehicles and is negotiating with Changan Automobile and BAIC Blue Valley for OEM manufacturing. Autohome consulted the relevant person in charge of Huawei on this information, and the other party responded: “(Huawei) does not build cars, but helps companies build good cars .”
|Inventory of Huawei's trends in the automotive field|
|year 2013||Huawei officially released ME909T, a new Huawei in-vehicle module product in Shanghai, and announced its entry into the field of Internet of Vehicles||——|
|Year 2014||Huawei has reached cooperation with Dongfeng and Changan Automobile to carry out business cooperation in the fields of car networking platforms, in-vehicle communication equipment, car machines, multi-screen interaction, mobile terminals, chips, system applications and business models|
|2017||BAIC New Energy and Huawei have reached a cooperation based on the development of Internet of Vehicles technology;||Huawei officially stated that it will not build its own car, but it will continue|
|2018||Huawei talks with governments and companies in many countries to accelerate the implementation of international car networking standards||no|
|2018||Huawei enters the field of autonomous driving development and 5G network testing for vehicles, and cooperates with Audi to develop L4 autonomous driving||Huawei reiterated that it will not build cars, but will increase investment in the areas of autonomous driving, Internet of Vehicles and spare parts|
|2019 year||Huawei Cloud's autonomous driving cloud service Octopus was released, providing auto companies with three major services: autonomous driving data, training, and simulation.|
|2019 year||Huawei continues to deepen cooperation with Changan, BAIC New Energy, Didi and other companies, mainly in the areas of autonomous driving and intelligence|
|2019 year||Huawei established a first-level department for smart car solutions; HiCar and other car-machine functional services were put into actual car installation; the first-generation “Hongmeng” system was released.||Huawei once again reiterated that it will not build cars|
|2020 year||The 5G vehicle networking intelligent network connection system is implemented, and the lidar and charging fields are added at the same time; and an additional 500 million US dollars will be invested in the smart car sector.|
|2021||Huawei released the automotive-grade lidar and joined the development of the motor power system at the same time. Huawei will officially release its own car brand||The official rumor: don't build cars, help companies build good cars.|
As early as 2013, Huawei entered the automotive field, and its progress has been accelerating every year since then. In 2019, Huawei formally established the “Automotive Business Unit” and listed it as a first-level division of the Huawei Group. In 2020, it added an additional US$500 million in investment to this department and claimed: “It depends on the automotive industry, but in the short term It is difficult to generate profits.”
Comparing with Xiaomi's trends, we can see that Huawei's layout in the automotive field is very clear. Apart from not really making its own branded cars, there seems to be no place Huawei is unwilling to involve. Especially based on the advantages of 5G network technology, Huawei currently has a clear layout of specific products in terms of autonomous driving, intelligence, and Internet of Vehicles. Therefore, more people are more optimistic that Huawei is the “Bosch” in the era of intelligent vehicles.
Everyone is paying attention to whether these big factories will build cars. In addition to being more fresh, they really want to see what new tricks these brands can make. Especially companies like Xiaomi, which are always “the first XX for young people”, and more people will think that if these companies join the field of car manufacturing, they will indeed collide with many interesting things.
However, is it really necessary to “build a car”, especially from the perspective of Huawei's current layout, even if it does not build a car, it has penetrated into the roots of the auto industry, and the risk of playing an “auxiliary role” is obviously greater than the protagonist. Lower. At the same time, even if the threshold for building a car is low, judging from the awareness of risk assessment by these major manufacturers, it is still like a mountain.
On the contrary, although the rumors have so far been thunder and rain, Xiaomi and Huawei have never let go of their plans to build cars. They are both serious and say “absolutely not”, “immature” and “unplanned”, but in fact there are no storms and no waves. At present, where energy vehicles and smart cars have high enthusiasm, it is obviously impossible to say that there is no turmoil in their hearts. Especially under the premise that one's current technical reserves can well find an incision, building a car is already the meat on the chopping board.