188 million yuan in Dongguan, Huawei wants to build intelligent auto parts

Share with friends and circle of friends with wechat scanning QR code source: China Securities Journal & nbsp; Zhang Xingwang on November 29, the reporter of China Securities Journal and China Securities Taurus learned that recently, Huawei won 260000 square meters of industrial land in Dongguan Songshan Lake with 188 million yuan, and the industrial type is intelligent automobile parts manufacturing the investment benefit agreement contract of Dongguan Songshanhu high tech Zone project shows that the total investment of the project is no less than 2.4 billion yuan this is also the second time Huawei has won industrial land in recent two months. In October, Huawei just won an industrial land in Fucheng street, Longhua District, Shenzhen at a base price of 298 million yuan, which is related to the new energy industry Huawei spent 188 million yuan to acquire land in Dongguan bet on smart car business on November 29, the China Securities Journal China Securities Taurus reporter learned from Dongguan public resources trading network that Huawei successfully won an industrial land 2021wt 079 in Songshan Lake, Dongguan on November 26. The plot is located in the northeast corner of the intersection of Alishan road and Taoyuan Road, Songshan Lake, Dongguan. On November 23, Huawei participated in the auction with 187.81 million yuan source: according to the announcement of Dongguan public resources trading network , the land area of 2021wt 079 plot is 263600 square meters, and the land uses are industrial land (M1 class I industrial land) and urban and Village Road land (S1 Road land); The transfer period is 50 years; The industry type is intelligent automobile parts manufacturing; The starting price of the auction is 187.81 million yuan. This also means that Huawei won the plot at the reserve price source: Dongguan public resources trading network the development and construction period of the plot is 3 years. The parcel construction project will be started before December 31, 2022 and completed before December 31, 2025 it is worth noting that the investment benefit agreement contract of Dongguan Songshanhu high tech Zone project shows that the total investment of the project is no less than 2.4 billion yuan source: Dongguan public resources trading network in fact, Huawei has been layout in Dongguan Songshan Lake area for a long time. The China Securities Journal China Securities Taurus reporter learned that the Huawei terminal headquarters project is located in the west of Songshan Hunan, with a total investment of about 19.46 billion yuan, covering an area of about 2569 Mu and a total construction area of about 2.92 million square meters (including three supporting projects). The project started construction in September 2014 and is planned to be completed in December 2022. It mainly provides consumers and operators with products and solutions such as mobile phones, mobile broadband and home terminals due to the limitation of overseas business, Huawei's mobile phone sales fell, and consumers' business income was affected. At present, Huawei is vigorously investing in the smart car business. At the end of March this year, Huawei said in its 2020 annual report that Huawei's positioning in the field of intelligent networked vehicles is an incremental component supplier, and its goal is to help car enterprises "build" cars in September this year, according to Wang Jun, chief operating officer of Huawei's intelligent vehicle solution Bu, Huawei's R & D investment in the field of auto parts will reach US $1 billion this year, and the R & D team will reach 5000 people. Huawei has listed more than 30 intelligent auto parts, among which MDC intelligent driving computing platform, lidar, harmonyos cockpit, multi in one powertrain and other products are in the leading position in the industry take the land in Shenzhen with 298 million yuan in addition to the smart car business, Huawei is also vigorously developing the new energy business this year. Tianyancha shows that on June 7, Huawei Digital Energy Technology Co., Ltd. was established with Hu houkun as its legal representative and a registered capital of 3 billion yuan. Its business scope includes online energy measurement technology research and development, emerging energy technology research and development, energy recovery system research and development, electromechanical coupling system research and development, new energy vehicle power exchange facility sales, etc. Shareholder information shows that the company is wholly owned by Huawei Technology Co., Ltd in October, Huawei competed for a "Big Mac" industrial land in Longhua District, Shenzhen. The access industry categories are new generation information technology industry and new energy industry according to the website of Shenzhen Trading Group Co., Ltd., Huawei Technology Co., Ltd. won an industrial land in Fucheng street, Longhua District, Shenzhen at a base price of 298 million yuan. The parcel number of the plot is a922-0819, the land use is ordinary industrial land and urban road land, and the access industry categories are A06 new generation information technology industry and A02 new energy industry the land area of the parcel is 514900 square meters, including 509100 square meters of construction land and 5774.37 square meters of road land. According to the plan, the building area is 763600 square meters, including 616600 square meters of workshop, 55000 square meters of canteen and 90000 square meters of dormitory it is worth mentioning that Huawei is also the invisible champion in the subdivided field of new energy industry. Huawei's inverter shipments have ranked first in the global market share for many consecutive years related reading: Huawei: the soul of car enterprises is not data and software, but making and selling cars 21st Century Business Herald reporter Peng Suping in Shanghai reported that "soul theory" triggered disputes in the industry. Four months later, the second model equipped with Huawei's full stack of intelligent vehicle solutions (HI) appeared on November 15, avita technology held a press conference in Shanghai. This new brand jointly built by Chang'an Automobile, Huawei and Ningde times showed its first model: avita 11 to the outside world. As soon as the car appeared, the media in the industry pressed the shutter one after another to count how many radars and cameras it carried and how they were arranged. Is it the same as the hi version of BAIC polar fox alpha s previously released at the end of October last year, Huawei released Hi, a brand of intelligent vehicle solutions, aiming to conduct in-depth cooperation with vehicle enterprises with a full stack of intelligent vehicle solutions. At that time, the industry still had many doubts about whether this "packaged" scheme could be implemented, but then Huawei successively announced three car companies cooperating with it, including BAIC, Chang'an and GAC several traditional auto companies hope to apply Huawei's full stack intelligent vehicle solutions to their new energy vehicle brands. Up to now, the hi version of Beiqi Jihu alpha s has been pre sold and is expected to be delivered in small quantities on December 25 this year; Avita 11 is the second model equipped with hi and is expected to be delivered in the second quarter of next year; The cooperation between Huawei and GAC is still advancing, and the brand name is still unknown however, the controversy has not subsided. For auto enterprises, it is convenient to adopt Huawei's full stack intelligent vehicle solution, but it also seems to have lost some "dominance" in the development wave of intelligent vehicles. In the middle of this year, Chen Hong, chairman of SAIC Group, said at the annual general meeting: "SAIC is difficult to accept that a single supplier such as Huawei provides us with an overall solution, which will become 'he is the soul and I am the body'Our souls must be in our own hands. " for a time, the "soul theory" has aroused the discussion in the whole car circle - in the era of intelligent vehicles, it has become a matter of different opinions to what level car enterprises should master the whole vehicle technology after avita's press conference, Wang Jun, Huawei's Bu COO of intelligent vehicle solutions and President of intelligent driving solutions product line, said in an exclusive interview with 21st Century Business Herald reporters that "Hi" is only one of the business models in the industry. Car companies will make different choices according to their own strategies and positioning. For Huawei, At present, the most important thing is to serve these customers well according to Wang Jun, at present, Huawei has only three hi solution partners: BAIC, Chang'an and GAC. This list will not be expanded for the time being, because it involves automatic driving solutions, and the investment is very large. In addition to the three hi solution customers, there is also an overseas car enterprise jointly developing automatic driving with Huawei. "We really work day and night, and the number of car companies we can support is very limited." breaking the practice of "paid work" as early as 2017, Huawei was in contact with BAIC and hoped to explore some new cooperation in the automotive field. Huawei internal (HI) mode was outlined in 2018, and they were very optimistic at that time. After the establishment of intelligent vehicle solution Bu in 2019, they successively established cooperation with BAIC, Chang'an and GAC when asked what moved these partners, Wang Jun smiled: "definitely not ppt." he turned to be serious: "they were transforming, we were looking for partners, and the two sides talked together at that time. I think it was the forward-looking consideration of both sides." What's special about hi mode? The most obvious is the "deep binding" with Huawei. According to Wang Jun's summary, Huawei inside is a "common definition and joint development" between Huawei and auto enterprises, and Huawei's sales channels can also have some help in fact, Huawei has long been a supplier in the automotive industry, and a large number of software and hardware solutions such as chips and modules have been installed. In hi mode, Huawei needs to provide full stack technology related to intelligent networking, including five intelligent systems: intelligent driving, intelligent cockpit, intelligent electric, intelligent networking and intelligent vehicle cloud this has covered almost all the functions of a car. Wang Jun also admitted to reporters that in the chain of vehicle manufacturing, it is just that "no actuator has been made". In the era of smart cars, this is equivalent to going deep into the "hinterland" of vehicle manufacturing. Once these businesses are opened up, building cars is not a problem, which is why Huawei is often said to "want to build cars" however, Huawei firmly stated that it "does not build cars", but "helps enterprises build good cars". In the hi mode, Huawei has created a universal platform version, including hardware and software. On the basis of the platform version, it will adapt according to the different interfaces of each vehicle model however, in practice, many parameters of the vehicle will put forward adaptability requirements for the scheme. Therefore, the landing process of hi mode will face many changes, and it also needs the cooperation and adjustment of vehicle enterprises. In the cooperation with avita, Wang Jun admitted that the other party had put forward many improvement points, and they all accepted them, such as modeling. Because the configuration of lidar has some unique requirements for modeling, Huawei also participated in the modeling design of avita 11 "in the automotive field, I thought it was just to provide a standard part, but I found that you have to make all kinds of changes in combination with the performance, configuration and space of each car, which is equivalent to that each part is a customized part. If the car doesn't sell well in the end, my investment will be wasted, so I must give advice," said Wang Jun under this new model, both partners broke the previous practice of "paid work". "This business model really can't be solved by money." Wang Jun introduced that it is common in the industry that "I'll give you this money and you'll do this work for me". The cooperation interface is very clear, but I don't know whether we can make a good product. In the joint development mode, we urge each other to tap greater potential for this cooperation, Tan benhong, chairman and CEO of avita technology, also said that the parties are not "trading relations" and do not charge any development fees to each other. "In the past, when we cooperated with some tier 1 suppliers, we first paid the development fee, followed by the sample fee. The sample fee is generally 10 times or even 20 times the price of normal parts. If you have any changes, you have to talk about it again. This is not available on the pioneering platform of CHN." Tan benhong introduced Wang Jun lamented that the whole process was an experience for Huawei, because it really didn't understand cars at first. After cooperating with them, he accumulated experience in automobile business. He said frankly: "at the beginning, there must be a running in period. Some raised more needs and some less. Huawei is a learner in this process. They provide us with a lot of know how, and we try our best to meet their needs, but we also have boundaries. Not all needs can be met. After all, resources are limited." the core of car enterprises is car Huawei cooperates deeply with car enterprises to jointly develop new models. In this mode, even if Huawei does not build cars, it will deeply brand its label on many models in the future. Wang Jun doesn't shy away from this. He said that the goal of hi brand is "as soon as you see the hi logo on the car, you know it's Huawei inside, and you're willing to buy it." Huawei's high-profile release of hi brand to the outside world a year ago has actually demonstrated its "ambition" to be a large supplier in the field of smart cars. Why print the logo of hi brand on the body, To a large extent, it is the brand building of Huawei's full stack smart car scheme. This may be related to Huawei's mobile phone business background. In Wang Jun's view, printing "Hi" logo on the body of brands such as Jihu and avita is not fundamentally different from printing Leica logo on Huawei's mobile phone. It is a "strong alliance" however, Leica is just a camera, and Huawei can obviously do much more in the automotive field. Behind the "soul theory", it is actually uploaded that the unified automobile enterprises compete for the automobile dominance in the new era of intelligent Internet connection. No one wants to become a "proxy factory" in the great changes in the automobile industry, whether it is a traditional big factory that once dominated the world or a rising entrepreneurial star according to the analysis of the reporter of the 21st Century Business Herald, the risk of cooperation between car companies and Huawei is that under the current mode, data is shared, and data is actually the core of smart cars in the future - from the perspective of volume, Huawei may master many data, while a car company will only master its own data however, Wang Jun believes that the software capability based on data is not the "soul" of car enterprises. The real "soul" of car enterprises is the ability to build and sell cars, including brand, model, manufacturing, supply chain and sales, which is also the real difference between various car enterprises this just solves another question: if car companies all use Huawei's solutions, how to create the difference of vehicle experience? Wang Jun said that Huawei needs to redesign lidar and other configurations according to different models, and the real core is the car of the host plant. "Huawei endows the host plant with more capabilities in intelligence, networking and electrification, but the core is the positioning of each brand, the ID design of the car itself, as well as the vehicle manufacturing capacity and supply chain capacity of each host plant." driverless passenger cars will take 5-10 years. In the hi scheme, the most expensive and core is the automatic driving technology. Huawei has a full stack of self-developed automatic driving capability. Quite comprehensive businesses such as software algorithms, computing platforms, chips, sensors and high-precision maps are arranged on the chain. With the relevant vehicles put into use, Huawei's automatic driving solution will usher in faster iterations at present, although some progress has been made in intelligent driving, it is still far from real automatic driving, and there are many disputes about whether unmanned driving can be realized in the industry. In this regard, Wang Jun said that Huawei believes that driverless passenger cars can be realized in the next 5-10 years. "We strive to speed up, but it is indeed one day in the middle of 5-10 years." he believes that the biggest resistance lies in technology, especially perception technology. If perception technology does not make a big breakthrough, driverless will be difficult to achieve. "In the future, from the perspective of computing power, we have reached a consensus that great computing power is needed. Of course, it does not need endless computing power, but the sensing technology does need to be continuously strengthened, including millimeter wave, camera head, lidar, and even a sensor with stronger sensing ability." the extension of sensors is expanding, in addition to cameras, millimeter wave radar Lidar, ultrasound, high-precision map, combined positioning and even vehicle road coordination v2x are also counted, but Wang Jun believes that these "should not be enough" previously, Huawei insiders said that the hardware architecture of Huawei's intelligent driving solution is iterated every 12-18 months. After the release of avita 11, the 21st Century Business Herald reporter noted that the new car, like the hi version of the previous extreme fox alpha s, uses three lidars, and the position is basically the same. However, the specific situation of the camera has not been announced, and the position of the front camera is covered in the exhibition car. Some insiders speculate that the perception scheme of avita 11 is still in the verification stage in the process of cooperation with customers, Huawei's intelligent driving solution is still based on unified hardware configuration and software architecture, but will be promoted according to the needs of customers, such as priority areas. "The region depends on high-precision map collection, which is a big investment. I have to pick this region first, and then pick the next region, so that automatic driving can be really done." Wang Jun said that different customers have different choices for priority regions, which means that Huawei has to spend a lot of energy on every customer and case therefore, Wang Jun also believes that it is difficult for small companies to really make good automatic driving solutions. "There is too much investment in the field of automatic driving. First, it requires a lot of manpower and high requirements for these people; second, it requires a lot of money; third, the most terrible thing is that you have to be patient for a long time without return. As our boss said, this industry is not steamed bread. It needs long-term strategic patience to come out pot by pot." Wang Jun said, "We also pursue commercial returns, but this is really not a matter of eager for quick success and instant benefit - the field of automatic driving is definitely a long-distance race, and few can really survive in the future." (author: Peng Suping, editor: Zhang ruosi)

2023-03-22 10:04:47

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