Concerns in the automobile industry for Huawei's "EV advancement" Launch of "luxury smart EV" in collaboration with Guangzhou Automobile Group

Concerns in the automobile industry for Huawei's "EV advancement" Launch of "luxury smart EV" in collaboration with Guangzhou Automobile Group

On July 27, GAC Dust An Xinyuan Automobile (Aion), a company under the umbrella of Guangzhou Automobile Group, a major Chinese state-owned automobile company, specializes in new energy vehicles. ) To create a luxury smart EV (electric vehicle) brand and announce that it will release three models.

New energy vehicles are China's own definition and refer to three types: EVs, fuel cell vehicles [FCV], and plug-in hybrid vehicles [PHV]. Normal hybrid vehicles [HV] are not included.)

Prior to this, on July 10, Guangzhou Automobile Group announced with Huawei about the construction of a new generation digital platform for smart EVs that combines the chassis developed by Huawei with the data processing and information communication system developed by Huawei. He had announced that he had agreed. The platform will include a full set of Huawei's smart car solutions.

Huawei is focusing on business alliances with existing automakers to blend deeper into the automotive industry. In addition to data processing and information communication systems, the company's solutions for smart cars include smart cockpits, autonomous driving, data linkage via the Internet (with servers and sensors outside the vehicle), smart control of drive motors, and cloud services for vehicles. And so on. They are an integrated hardware and software solution that combines various in-vehicle sensors, arithmetic units, algorithms, and so on.

ファーウェイの「EV進出」に募る自動車業界の懸念 広州汽車集団と共同で「高級スマートEV」発売へ

Opening a hole in the order of the supply chain of the automobile industry

However, there are many people in the automobile industry who are concerned about the business alliance with Huawei. Mr. Chen Hong, chairman of SAIC Motor Group, the largest state-owned automobile company, said at a general meeting of shareholders held on June 30:

"When it comes to autonomous driving technology, our group will not adopt the entire solution provided by a single supplier. Other companies will be responsible for the core technology that can be said to be the soul of a car, and we will only manufacture vehicles without a soul. Because it can be. "

This article is provided by "Financial New"

Regarding the core technology of smart cars, Guangzhou Automobile Group emphasizes that it will develop in-house and cooperate with Huawei at the same time. According to the company, by around 2023, it will acquire the ability to develop software for smart cars in-house, as well as hardware such as semiconductors for data processing and 3D sensor "LiDAR" that uses laser light. It is said that it will seek development through a joint investment method with an external company.

The entry of giant IT companies such as Huawei into smart cars is opening the door to the supply chain order that the automotive industry has built over the years. Older automakers are forced to choose between developing all the technologies needed for smart cars in-house or partnering with new IT companies. Regarding this issue, Mr. Feng Xia, who is the president (equivalent to the president) of Guangzhou Automobile Group, said, "We will not close the door to external alliances and develop everything in-house."

(New reporter: Chung Rei Jun) * The original text will be delivered on July 28th.

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