According to a 36-foot report, Huawei's strategy department issued a document last month, indicating that the strategic focus for the next year will be on the Internet of Vehicles. In October this year, including Ren Zhengfei, Xu Zhijun, and Guo Ping, all of Huawei’s top levels will gather in Ireland. , The car will be the most important theme of this conference.
According to Huawei's financial report, global sales revenue in 2017 was RMB 603.6 billion, an increase of 15.7% year-on-year. However, under the bright numbers, the growth of traditional revenue-based operator business has been declining year-on-year: 23.6% in 2016 and 21.4% in 2015. In 2014, it was 16.4, and by 2017 it was only 2.5%.
The widely anticipated 5G is now understated by Huawei’s senior executives such as Vice Chairman Xu Zhijun. He believes that the 5G market is not as big as everyone thinks; 5G is just a product in the Huawei industry landscape. Mobile phone sales revenue increased by 31.9 last year. %. However, the global smartphone market has entered a new platform period. Xu Zhijun bluntly said that this is full of risks.
Is the automobile the next strategic goal of Huawei?
Xu Zhijun obviously loves cars more. In a public meeting in October 2017, Xu Zhijun talked about, 'Every industry may be affected by artificial intelligence. One of the industries that can be subverted in the future is the auto industry. The car may completely overturn China's 16 trillion yuan output value of the auto industry, including the surrounding industries. '
Tesla has defined the hardware platform brilliantly and won some of the market. However, Huawei believes that its own supply chain management and hardware manufacturing standards should be much better than Tesla. After reviewing its own global supply chain system, Huawei Executives are increasingly confident in the automotive industry. They believe they can do better than Tesla.
The person who knows Xu Zhijun said that Xu Zhijun's idea that China is the car to be manufactured should be a mid-priced model, such as RMB 300,000 or less, but it must be a mass-produced urban SUV.
In terms of motors, batteries, and electrical controls, Huawei has a wealth of reserves. Over the years, these technologies have been scattered by Huawei's various lines.
The moment of integration of related technologies is coming soon
In 2015, Huawei successively received orders for communication modules from Audi and Mercedes-Benz. At the end of September 2016, Audi, BMW and Daimler set up a 5G automotive communications technology alliance with five telecom companies to promote the application of 5G communication technology in-vehicles. This includes Huawei.
At the end of 2017, Huawei announced that it has established long-term cooperation with the European Peugeot Citroen Group, the second largest automaker in Europe, to build a CVMP (Connected Vehicle Modular Platform) platform based on Huawei's OceanConnect IoT platform to provide consumers with new types of mobile travel. Service solution.
Huawei’s team reserve for automobiles is not just Cai Jianyong’s vehicle networking business. The main research and development focus of the Vehicle Connectivity Division is at Huawei’s core power system for future electric vehicles. In addition, Huawei’s internal research also has special research. Battery, Energy Team - Watt Labs. The total number of team members is as large as thousands.
Some Huawei insiders mentioned that in addition to the Shanghai test track, Huawei has a research and testing team for driverless driving in Canada. However, there has been no public information. Huawei's internal information indicates that it is highly likely that the relevant automotive team will be Adjustments are grouped together.
For Huawei, the decision-making moment is approaching. At present, Huawei's clear strategy is still promoted in the name of 'car networking'.
On April 13th, a strategic document issued by the Huawei Strategy Committee on 2018 referred to Huawei’s multiple business strategic priorities. Among them, the Vehicular Network was the first item to be highlighted, and clearly stated that the car network was Is a high-value industry, to speed up the layout, the goal is simple and clear, to make the car network into the world.
Perhaps the moment to witness the Chinese auto industry is coming.