“in the world of great struggle, the strong is strong, and the weak is the death.
” From mobile phones to cars, from the Internet to the traditional manufacturing industry, all seek breakthroughs and development in this competition, and there is a sense of tit-for-tat among the major manufacturers.
On Sept.
10, the two technology giants Apple and Huawei successively held new product launches, and the iPhone 16 series and the world’s first trifold screen phone, HUAWEI Mate XT, the world’s first three-fold screen phone, were also unveiled one after another.
The selling points of the new products of the two major manufacturers are different.
After all, there is a price difference of 10,000 yuan between the two new models.
Huawei put more emphasis on the innovation and business luxury of three-fold screen phones, while Apple put the AI in the C position.
After the release of the two phones, fans of their respective brands waved their flags and shouted, of course, there was no lack of derogatory voices.
According to sources, pre-order sales of the iPhone16 series are expected to be about 37 million units in the first weekend, down 12.
7% from the iPhone 15 series in the same period last year, while Huawei Mall shows that the number of reservations for Huawei Mate XT extraordinary masters has exceeded 6.
3 million.
Although Apple still has an absolute advantage in mobile phone sales at present, there is also a view that Apple has actually fallen into the underdog in this new round of competition because of the failure to build a car.
With the attack of Huawei, the ceiling of the mobile phone manufacturing industry is approaching.
In the face of multiple challenges such as market saturation, intensified competition and technological bottlenecks, mobile phone manufacturers need to find new growth points and breakthroughs.
Smart cars are expected to become a new generation of Internet portals after PC and mobile phones, as well as an excellent carrier of artificial intelligence.
With the transformation of the automobile from the vehicle to the mobile intelligent terminal, the value distribution system of the automobile industry chain will be reconstructed.
In this process, mobile phone manufacturers play a more and more important role by virtue of their technology and market advantages.
In 2014, Apple secretly launched the Titan project, which has undergone a number of strategic changes and personnel changes.
In early 2024, Apple announced the cancellation of all development plans for the self-driving electric vehicle project and increased investment in the field of generative AI.
Ten years’ dream was broken, and this car-building project, which was once pinned on high hopes, finally came to an end.
After hearing the news, Lei Jun said bluntly: “if I were Tim Cook, I would never do this.
” Lei Jun believes that in the “full ecology of people and cars,” cars are an indispensable link in the ecological closed loop, and many manufacturers, such as Huawei, Meizu, and Weilai, also have similar views.
Based on the increasingly close relationship between drivers, Huawei and Xiaomi can be regarded as finding another way to encourage some former iPhone users to change their phones from the perspective of car experience.
There is no doubt that the success of Xiaomi SU7 has further opened up the growth space of Xiaomi, and it has also become an example of the success of mobile phone manufacturers in building cars across borders.
Huawei plays a more complex and in-depth role in the auto industry than Xiaomi except not building cars.
Since the smart car selection model was upgraded to Hongmeng Zhihang at the end of last year, relying on the hot sales of Mengjie models, Hongmeng Zhihang has started its brand and has lived a period of prosperity.
According to the latest data, Hongmeng Zhihang delivered 33699 new cars across the department in August 2024 and a cumulative total of 272136 from January to August.
The Qinjie series delivered 31216 new cars in August.
The brand also faces challenges, especially from the ideal.
This year, Qijie and ideal monthly sales have long occupied the top two sales of new power brands, and the QQ has exceeded the ideal for a time.
However, with the launch of the ideal L6, the ideal sales volume has further increased, even surpassing that of the whole department of Hongmeng Zhixing.
According to official figures, in august 2024, ideal cars delivered 48122 new cars, an increase of 37.
8% from a year earlier.
A total of 288103 vehicles were delivered from January to August 2024.
As of August 31, 2024, a total of 921467 ideal cars have been delivered, which is about to break through the million mark.
Among them, the delivery volume of the ideal L6 has exceeded 20,000 for three consecutive months, further increasing the market share of the ideal brand.
, Tu Yuan: ideal car, under this background, the brand chooses continuous new car.
On August 26th, Hongmeng Zhihang held its first new product launch, asking about the listing of the new M7 Pro.
on September 10th, the M9 big five-seat version was unveiled.
Ask the new M7pro and M9 big five-seater version, these two models have been improved in many ways to meet the needs of the market.
Most intuitively, the big five-seater version of the M9 provides more efficient passenger space in the car by reducing a row of seats.
Tuyuan: Hongmeng Zhihang, the M9 has also brought six upgrades to “intelligent lighting, intelligent cockpit, intelligent driving control, active safety, intelligent driving and smart parking”.
As for the biggest change in the new M7pro, the car is equipped with the basic intelligent driving system of HUAWEI ADS, which removes the lidar and changes to a vision-based smart driving scheme, and the price is reduced accordingly.
However, Yu Chengdong said frankly that the cost of the new M7 Pro is very high, and it will lose nearly 30, 000 yuan to sell a car.
It can be seen that in the face of the pressure of market competition, Mengjie models are being split in more detail to meet different needs of users, in order to maintain a leading position in some market segments.
Among them, the new M7pro may focus on performance-to-price ratio and practicality, which is more suitable for users who do not need urban NOA functions, while the M9 big five-seat version focuses more on luxury and intelligent experience.
Although QQ sales have declined month-on-month in the past two months, the M9 still ranks first in the luxury car market with more than 500000 sales.
On the whole, the brand of the question world has begun, but for Hongmeng Zhihang as a whole, it still needs the second and third established brands to prove that the success of the question world is not accidental.
Can the intellectual world withstand the pressure? Aside from the question world, Hongmeng Zhihang now has LUXEED, STELATO and MAEXTRO brands, which are created by Huawei and Chery, BAIC and Jianghuai respectively.
At a press conference on Sept.
10, Yu Chengdong, managing director of Huawei, chairman of Terminal BG and chairman of Smart car solution BU, said: “We originally wanted to cover Hongmeng Zhihang’s products in four markets, but the relevant policies do not allow it and require that every brand must be owned by a car factory.
” At present, the first model of the Zunjie brand has not yet been released, and the first model of the brand, the Hengjie S9, was released on August 6.
According to Yu Chengdong, the number of the Hengjie S9 has reached 8000 after 20 days on the market.
While the first car of the Zhijie brand, the Zhijie S7, did not sell well, and its brand recognition and influence did not reach the expected level, which made the market have some doubts about the performance of Hongmeng Zhixing, and the pressure came to the second car of Zhijie.
September 10, under Hongmeng ZhihangThe first smart sedan, the SUV Wisdom R7, is officially available for pre-sale, with a total of three models, with a pre-price of 268000 yuan for Pro, 308000 yuan for Max and 348000 yuan for Ultra.
Tu Yuan: Hongmeng Zhixing, Huawei and Qirui all have high hopes for this car.
Yu Chengdong and Chery Chairman Yin Tongyue spoke for its platform many times.
Yu Chengdong said that the goal of Wisdom R7 is to be better than Model Y and to compete with Model Y beyond the specifications of Tesla Model X.
During the Chengdu auto show in 2024, Yin Tongyue even pointed out that the smart world is Chery’s first priority strategic project.
according to his disclosure, Chery has invested 10 billion resources and thousands of R & D team in the intelligence project.
put the best production line and the best talent into the intellectual world.
Huawei also made a tough move on R7 in the intellectual world.
In terms of power, the entire range of models are equipped with Huawei “Giant Whale” 800V high-voltage battery platform, support 800V high-voltage fast charging, the longest range up to 802km.
For smart driving, the intelligent R7 is equipped with a “full blood” Turing platform, a front virtual kingpin double fork arm and a rear five-link independent suspension, as well as a standard continuous variable damping shock absorber and air suspension.
support intelligent preview identification of road conditions, suspension 6-degree-of-freedom intelligent adjustment and other functions.
In addition, the car will also be equipped with HUAWEI ADS 3.
0high-level intelligent driving system and a new end-to-end application architecture.
It is introduced that it has the ability of humanoid thinking and decision-making, and the comprehensive perception of panoramic information can realize the prediction of live behavior based on scene understanding, and realize “get on the bus and drive, get off and stop.
” In the words of Yu Chengdong, “the HUAWEI ADS 3.
0 high-level intelligent driving system is currently the most powerful and safest intelligent driving system in the world, and it is a ‘generational leader’.
” It seems that the word “far ahead” is no longer enough for Yu Chengdong to evaluate Huawei’s smart driving performance.
Under the blessing of many Huawei cool techs, the Wisdom R7 did cause a lot of market repercussion.
on the evening of September 11, Hongmeng Zhihang officially announced that the Wisdom R7 was pre-sold for 24 hours, with small orders exceeding 10000 units.
In fact, compared to the boundary model, the intellectual world is more inclined to cars and focuses on the power form of pure electricity.
In such a large market segment, it is facing a lot of competitive pressure.
The market performance of Wisdom R7 is crucial to the cooperation between the two sides, which is not only an important layout of Chery in the field of new energy vehicles, but also carries Huawei’s expectations for a breakthrough in Hongmeng Zhihang’s business.
Hongmeng Zhixing Ecological Alliance can not be the only one in the world.
Hongmeng Zhihang has leading technological advantages in areas such as intelligent driving and intelligent cockpit, which played an important role in the previous success of the brand, which, as Hongmeng Zhihang’s first car brand, has crossed mountains and rivers, and has enhanced Hongmeng Zhihang’s brand influence and market competitiveness.
If the intellectual world can repeat the success of the world, Hongmeng Zhixing’s strength will be further verified, which may be worth waiting for.
Not all enterprises can do what Huawei can do.
in fact, there is another high-profile model on the market on September 10th-Ji Yue 07, which starts at 199900 yuan after a time-limited discount, which can be said to be quite competitive.
, Tu Yuan: Ji Yue Automobile, Ji Yue CEO Xia Yiping said that Ji Yue 07 is a “car with an investment of over 100 billion”.
It has important technical support such as Geely SEA vast architecture, Ningde era Kirin battery and Baidu Apollo Zhikai, as well as Baidu Chairman and CEO Robin Li, Ningde Times Chairman Zeng Yuqun, and Xilai founder Li Bin.
On the evening of September 12th, Ji Yue Motor announced that the order of Ji Yue 07 had exceeded 5000 units within 48 hours of listing.
Jiyue is also an ill-fated new car brand.
Jiyue 01, the first model under the Jiyue brand, went on sale on October 27, 2023.
This model was previously a “cannon fodder” model, with monthly delivery hovering around 150 vehicles during the trough.
Sales of Ji Yue 01 have improved in recent months, surpassing 1000 for the first time in May and exceeding 2000 in August to 2117, doubling delivery for two months in a row.
Although it is still not much, it has made some progress.
Not long ago, at the press conference of Ji Yue’s “end-to-end AI smart car”, Xia Yiping choked up and burst into tears several times when he mentioned that the sales of Ji Yue 01 began to rise.
When talking about Ji Yue here, what I want to explore more is Baidu behind it.
Baidu and Huawei have enough similarities in the automobile business.
Both sides have a deep accumulation of self-driving technology, and have enough visibility, intelligent cockpit products have also been recognized in the market, and have also experienced a difficult period of criticism.
Once a soul theory put Huawei at the forefront of the wind and waves, and then relying on the solid achievements made by brands such as the question world, Huawei gradually gained market trust.
By contrast, Baidu’s layout in the automotive field is a bit tepid.
Although it has invested a lot in the smart driving plate, it is unable to achieve hematopoiesis all the year round.
In the field of self-driving, Baidu shows more of its advantages in Robotaxi commercial landing, while Huawei works with car companies to provide intelligent driving solutions to promote the landing of self-driving technology.
For today’s smart cars, intelligent driving is one of the important considerations for users to buy cars.
Consumers’ awareness and acceptance of smart driving continue to improve, and high-level smart driving begins to become popular.
A number of low-and medium-priced new energy vehicles have been announced to be equipped with high-level smart driving systems, which means consumers can buy smarter cars at lower prices.
In the face of fierce market competition, enterprises have taken smart driving as one of the core competitiveness of products.
As the gradual approach gains more recognition, it also means that this smart car supplier needs more access to the supply chain of car companies.
The cooperation between Baidu and Weima Motors was frustrated by the bankruptcy of the latter.
Radish ran out of the circle this year, which made the voice of Baidu smart driving soar, but it is not able to bring enough revenue to Baidu at present.
Jiyue is an important ticket for Baidu to participate in the competition in the car market after it was pulled into Geely.
However, it is still open to question how much benefit Ji Yue, which has not yet taken off, can give Baidu Zhi Ji.
At the level of cooperation with car companies, the two sides, which were once “excluded” by car companies, are now playing different roles in the car market.
Hong Meng Zhixing on the one hand and looking at it on the other have built Huawei’s unique advantages in the automotive field.
Whether it is active or passive, Huawei, which does not build a car, may have a more obvious intention to do the cutting than the Ji Yue model.
Whether it is technological innovation capability, flexible business model, brand influenceStrength, timely strategic adjustments, etc.
, these factors work together to enable Huawei to gradually win the trust of car companies and market recognition in a highly competitive market.
Huawei, which does not build cars, is actually more “scary”.
Perhaps in addition to the technical level, the key is more about strong execution and the courage to change.
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