Internally, it is said that this business is facing greater challenges, and Huawei is launching a massive release! Yu Chengdong said 5 times that he is far ahead

On the afternoon of September 12th, Yu Chengdong, Executive Director of Huawei, CEO of Terminal BG, and CEO of Intelligent Automotive Solutions BU, appeared at No. 31 Qiantan, Shanghai to host the press conference for the new M7 on that day. Although there have been previous reports that this release does not include new product information such as mobile phones, various entries related to the launch event made it onto social media hot search lists on the same day.

"Thank you to over 100000 car owners for their support to the Wenjie brand." Yu Chengdong opened the speech with this sentence and immediately introduced the new M7 and Huawei's technology in intelligent driving.

Yu Chengdong said, "We have invested 500 million yuan in the AITO Wenjie New M7 series, using solid materials and the best technology to make it not only the 'intelligent cockpit ceiling', but also the 'intelligent driving ceiling', and even the 'intelligent safety ceiling'! In invisible and visible places, we have brought users a more advanced and ultimate experience than being far ahead."

According to statistics from First Financial reporters, during the 90 minute release session, Yu Chengdong mentioned "far ahead" at least five times and "ahead" more than twenty times on site, each time causing applause from the audience.

From the content of the entire press conference, it mainly revolves around Huawei's capabilities in the automotive industry.

According to official information, the Wenjie New M7 is equipped with the HUAWEI ADS 2.0 advanced intelligent driving system, achieving high-speed and urban advanced intelligent driving without relying on high-precision maps.

Yu Chengdong stated that it is expected that by December of this year, urban intelligent driving navigation assistance will cover the whole country. "I hope the Chinese market can open up L3 as soon as possible."

According to data provided by Huawei, since its release in April 2023, HUAWEI ADS 2.0 has built multiple scene libraries on AI training clusters, with daily deep learning of over 10 million kilometers. As of September 2023, the long-distance NCA navigation MPI has reached 200km, and the success rate of urban elevated merging and merging has exceeded 99%.

In addition, the Wenjie New M7 is equipped with 27 sensing hardware, including 1 overhead LiDAR, 3 millimeter wave radars, 11 high-definition visual perception cameras, and 12 ultrasonic radars. Combined with high-performance computing platforms and Huawei's self-developed anthropomorphic algorithms, it achieves the perception of dynamic and static targets. At the same time, based on the fusion perception ability of multiple sensors, the Wenjie New M7 also has the intelligent parking ability of visible parking, and supports park valet parking and ultra narrow parking spaces.

Yu Chengdong also stated that through the HarmonyOS system, Huawei has transferred all mobile applications to cars. "I hope the car infotainment system can also be as smooth as the Mate60Pro, creating the hottest record."

The reporter noticed that Yu Chengdong did not mention mobile phones many times at the press conference, and mainly focused on introducing the automotive business. From the background, AITO Wenjie is a brand jointly launched by Huawei and Celes, and it is also one of the automotive strategy implementation plans that Huawei has explored in the past few years during the "car manufacturing" process.

At present, Huawei's cooperation with automotive companies can be divided into three categories: vertical component supply, HI mode, and Huawei Smart Selection mode. HI mode provides automotive companies with a full stack of intelligent automotive solutions, while Huawei Smart Selection mode involves Huawei's deep involvement in product definition, styling design, marketing, user experience, and other aspects. The depth of cooperation among these three modes varies from shallow to deep.

Yu Chengdong once said that Huawei has created a new business model in the Wenjie car, which is to create an ecological brand by Huawei. Internally, he hopes that this ecological brand can exist in a very small number of companies that can survive. "We can't beat others by relying on one, but we can fight together as brothers. By building an ecological alliance, building this ecological platform together, and building the Wenjie ecological alliance, we can maximize its experience without conflicting products. This way, we can continue to develop. In the fierce market competition reshuffle in the future, these companies will become one of the few surviving enterprises."

In a public speech in the first half of this year, he stated that there is only a two to three year window of opportunity for intelligent connected vehicles. If not seized, this market will have nothing to do with Huawei in the future.

"The intelligent selection model and the ecological brand model are our control of fate, and we are responsible for the success of the car company's products. If we cannot succeed, no matter how good the parts I make, what is the use? We must first help the car factory succeed. If the car factory cannot succeed, we cannot achieve success. The time window of these two years is very important. If we miss this village, we will not have this store," said Yu Chengdong.

He hopes that Huawei's automotive business segment can be profitable by 2025. "Currently, Huawei has not suffered any losses or profits in the field of intelligent selection. We have helped the car factory achieve over 1 million yuan, and the car BU can be profitable."

However, the reporter learned from within Huawei that there are still differences among managers regarding Huawei's direction in automotive strategy. Compared to the comprehensive recovery of the mobile phone product line, the automotive business is facing greater challenges.

Previously, it was reported that Huawei intends to promote the independent operation of car BUs and is currently in close contact with the Chongqing State owned Assets Supervision and Administration Commission for cooperation. After the split, Huawei headquarters will recoup years of research and development investment in automotive BUs. Although Huawei's official response to online rumors was inconsistent with the facts, how to achieve maximum efficiency and ideal commercialization goals in limited cooperation with car companies has become a core issue currently faced by Huawei's automotive business.

In August, there were reports that Huawei made strategic adjustments to its automotive BU business to reduce non core business investment and use the money on the cutting edge. Huawei has not responded to this news officially.