Confirm! Huawei will integrate its auto and consumer businesses and reiterate that it will not build cars

category:Finance
 Confirm! Huawei will integrate its auto and consumer businesses and reiterate that it will not build cars


In the latest disclosed document, Huawei said at the beginning that Huawei had already made a decision not to build cars. The resolution of Huaweis standing committee of directors [2018] No. 139 resolution on relevant strategies for coping with macro risks clearly states: Huawei does not build cars, but we focus on ICT Technology to help car companies build good cars. In the past two years, although the external environment is constantly changing, we should be clear that building ICT infrastructure is the historical mission of Huawei, and the more difficult it is, the more unshakable it can be.

Therefore, Huawei once again reiterated: Huawei does not build complete vehicles, but focuses on ICT technology to help car companies build and build good cars, and become an incremental component provider of intelligent networked vehicles.

So, what does Huawei want to do to enter the auto industry?

According to Huaweis statement last year, it did not focus on OS system, but on Huaweis Internet of vehicles. The overall positioning is on the infrastructure of the Internet of vehicles platform. It mainly provides ICT technology for automobile enterprises, including 3G / 4G (future 5g) network, communication module, Internet of vehicles platform, cloud data center, etc.

However, from this years mate40 mobile phone conference, after the first participation of the automobile business and the introduction of the new brand concept, we can see that Huawei not only provides the core computing power and connecting parts for the automobile, but also makes the automobile brain, which is supported by software such as operating system, chip, MDC, laser radar and other hardware.

Hi provides powerful computing power and operating system, including three computing platforms, intelligent driving computing platform, intelligent cockpit computing platform and intelligent vehicle control computing platform, as well as three major operating systems AOS (intelligent driving operating system), HOS (Intelligent cockpit operating system) and Vos (intelligent vehicle control operating system).

For Huawei, the current industry is mainly network connected pipeline business and terminal business, while automobile is a new track opened by Huawei in recent years. Under the pressure of the United States and fierce competition, the ceiling of communication business has long been visible, the mobile phone business has been stuck, and glory has been sold. At present, the core business is facing uncertainty. Automobile can be regarded as the new one Huawei is looking for growth engine. Moreover, in terms of automobile technology, no country is in a monopoly position. The United States, Europe, Japan and other regions have their own strengths. In the long run, Huaweis layout of automobiles has few restrictions, and there are also opportunities for independent research and development.

On the other hand, the car, a large mobile terminal, contains great opportunities for change. Although the growth rate of automobile sales slowed down, the incremental market of automotive electronic parts was expanding, especially the development of new energy vehicles and automatic driving, which led to the reshuffle of suppliers.

How to adjust automobile business?

Although Huawei doesnt make cars, it will make some adjustments in its auto business. In fact, the information about the adjustment has already been spread in the circle. On the one hand, it is based on the carding of the auto business lines; on the other hand, there are overlapping parts in the auto business and the consumer business. Both sides will carry out some integration.

Looking back on the previous situation, Huawei officially established the intelligent vehicle solution Bu in 2019 to implement the strategy for intelligent connected vehicles. The automobile business which has been deployed for many years has finally been upgraded to the first level department status. At present, it is juxtaposed with the four BGS. BG businesses are operator BG, enterprise BG and consumer BG, cloud & aibg (cloud business).

Originally, in the enterprise, bu originally meant product line, BG was business group, and BG level was higher. However, at that time, Huawei moved the auto Bu to the group, which was subordinate to ICT organization and ranked in the same position as BG. The importance of automobile business can be seen. Now, the automobile is separated from the ICT business facing the B end and transferred to the consumer business segment serving the C end.

Therefore, it is not difficult to understand that Huaweis second adjustment to the automotive business is to restructure the consumer bgirb (institutional review board) into the intelligent terminal and intelligent car parts IRB, and adjust the investment decision-making and portfolio management of the intelligent car parts business from ictirb to the intelligent terminal and intelligent car parts IRB. Yu Chengdong was appointed director of IRB of intelligent terminal and intelligent vehicle parts.

As mentioned above, Huaweis automotive business will be integrated with mobile phone and other terminal services to a certain extent. While the survival space of mobile phone is squeezed, Huawei proposes multi product collaborative development in its external statement. In other words, it is Huaweis strategic shift and supplement to push more product lines to the front line and dig deep into the scene. In addition to the car track, Huawei seems to be running in the direction of integrated hardware companies.

However, it should be pointed out that the logic of the terminal products of automobiles is not the same as that of Huawei. Huaweis TV, tablet, watch, glasses, speaker, etc. is actually a horizontal migration of mobile phone manufacturing capacity, but the field of vehicle and machine is completely different. This is a completely different runway. The supply chain, sales channels, brand building, etc. are separated from the original industries. Huawei needs to rebuild The next step is to integrate capabilities.

Finally, Huawei once again stressed not to build cars, as the third resolution: who will propose to build cars in the future and interfere with the company can be transferred from their posts and look for other posts. Intelligent terminal and intelligent car parts IRB and consumer business management committee should adhere to Huaweis strategy of not making cars, and have no right to change this strategy.

The following is the content of the resolution announced by Huawei: