There are two major camps in the Huawei automobile concept stock. One is the automobile segment, such as Xiaokang Co., BAIC Blue Valley, Changan Automobile, and Guangzhou Automobile Group, which have recently performed well in the secondary market; the second is the parts section, which has many children with many parts and components. Each has excellent skills, and is also flourishing in the capital market.
With the spread of the “software-defined automobile” consensus in the automotive industry, the position of automotive electronics in the entire upstream component of automobiles has improved, and its vital role has been revealed.
Although Huawei's accumulation of core technologies for intelligent cockpits and autonomous driving is second to none, there are certain blind spots in the transition between software and OEMs. Therefore, it is necessary to bring in external strategic partners.
01 The significance of Huayang Group and Huawei holding hands
The key technology for new energy vehicles is chip+operating system+middleware+application algorithm software+data. It is very difficult to grasp one link. It is almost difficult to achieve it all in one fell swoop. More scenarios are collaborative combat.
The reason why Huawei is able to lead upstream components and downstream car companies in smart cars is due to its strong technical reserves of basic hardware platforms (chip/MDC) + basic software platforms (HOS, VOS, AOS) + big data algorithms. In addition, it has also deployed cloud platforms, sensors, and three electric power fields, etc., achieving a two-legged path of “intelligence” and “electrification” in the true sense of the word.
However, after all, Huawei is not omnipotent. Some non-core technologies that are not in reserve still have to be made up externally, such as intelligent systems, software, and hardware from OEMs...