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How wild is Huawei's "first car"? A computer in the shape of a car! The automobile revolution, is it coming?
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After Xiaomi and Didi announced to build a car, Huawei also entered the public eye with its "first car".

According to the news of Xinhua News Agency on the evening of April 15, the Alpha S version of Beiqi New Energy Extreme Focus equipped with Huawei's autonomous driving technology was publicly tested in Shanghai, which is also the first public test ride of Huawei's autonomous driving technology in the world.

Although Huawei has always claimed that it will not manufacture the whole vehicle, this car is also perfectly embedded with Huawei's technology and car-making concept. Therefore, once the news was announced, it immediately caused an uproar in the electric vehicle industry.

On April 16, the unmanned concept plate set off a wave of daily limit. Throughout the weekend, Huawei's "first car" also screened various screens.

How did Huawei's first show of driverless technology perform?

It is understood that the driving situation of the on-site test vehicles is relatively stable. Under the conditions of traffic lights starting and stopping, unprotected left turning, avoiding vehicles at intersections, avoiding pedestrians, changing lanes, etc., urban commuting can be realized without interference.

The video shows that in the face of complex mixed roads, the vehicle successfully avoided the electric bicycle that suddenly merged from the side without the driver taking over, and passed the road smoothly under the condition of courtesy to the normal driving vehicle, which also made the experiencer sitting in the driver's seat express the above feelings.

But TF Securities pointed out that from Huawei &; Judging from the video of Beiqi Polar Fox Road Test, it is uncertain whether it is completely out of the high-precision map guidance (if it is included, this road test is more similar to the common Robotaxi). If it is determined that there is no high-precision map, the significance will be even greater (Tesla, the global autopilot benchmark, does not rely on high-precision maps). TF Securities believes that long-term high-precision maps are just needed for autonomous driving.

Huawei, which doesn't build cars, brought a computer in the shape of a car.

Huawei finally "built a car". However, not in the way of apples and millet.

As early as last year, the voice community of Huawei's internal website published an internal document entitled "Resolution on the Management of Smart Auto Parts Business", reiterating that Huawei does not make complete vehicles, but focuses on ICT technology to help car companies build good cars and become an incremental parts provider of intelligent networked vehicles.

This is Huawei's first car that carries its own concept of building a car. It is not only equipped with Huawei HI solution, but also the first intelligent electric vehicle equipped with Huawei lidar solution.

The biggest highlight of this car is that it can use Huawei's fast charging technology to charge 10 minutes and increase the battery life 197 kilometers. In addition, with powerful computer algorithms, it can drive undisturbed 1000 km under complex urban road conditions.

Does the announcement of this technology really make people think that this is Tesla's real opponent?

Is this car of Huawei awesome? Who is Tesla's real opponent? Wang Xing, the founder of Meituan, commented: "Tesla finally met an opponent with equal technical strength and flickering ability."

In terms of technical strength, Huawei does have the ability to compete with Tesla with its powerful driverless technology. What is more worth mentioning is Huawei's advanced concept.

Traditional car manufacturers prefer to take cars as the main body and add some computer points to cars as additional items of cars. However, Huawei's brand-new concept holds that the future trend is to take computers as the main body, and the new intelligent electric vehicles should be computers covered with automobile coats.

If the future car is essentially a huge calculator, then computer software is the real core and high value-added part, and peripherals and hardware are not the most important core.

Therefore, Huawei strategically only produces core and high value-added parts, transfers the car-making parts with low future profitability or project net worth to other automobile manufacturers, and concentrates funds on investing in high net worth projects, which has to be said to be a long-term layout.

There are logical differences between these two ways of thinking about making cars at the root. Therefore, this brand-new thinking concept can really be said to be an ideological innovation in the automobile industry.

Xu Zhijun, the rotating chairman of Huawei, said that Huawei's autonomous driving can realize non-interference autonomous driving in urban areas 1000 km.

According to media reports, on April 18, Wang Jun, president of Huawei Smart Car Solution BU, said that Huawei would continue to increase its investment in the automotive industry. This year, its investment in R&D will reach $ 10 billion, and it will maintain an annual growth rate of about 30% in the future. There are more than 5,000 R&D teams, including more than 2,000 autonomous driving teams.

The concept of driverless driving is on the rise. What investment opportunities are there in the future?

Last Friday, stimulated by the news, the concept of driverless driving set off a wave of daily limit, with He Zhong Si Zhuang, Transmission Electric, Luchang Technology, An Kai Bus, Wan 'an Technology and Xiaokang Shares all having daily limit.

Soochow securities pointed out that driverless driving is the latest subdivision of downstream application scenarios of 5G, but it has the greatest potential. It is predicted that the global penetration rate of intelligent networked vehicles will accelerate in the future. By 202 1, the market space of China car networking will reach 654.38+065.438+05 billion yuan.

Soochow securities predicts that the scale of the autonomous driving market will reach 84.4 billion yuan in 2020 and 225 billion yuan in 2025. This figure is only for the domestic ADAS (Advanced Driver Assistance System) market, not to mention that the output value created by the autonomous driving field with a broader "money" scene will be trillions.

CICC also said that the potential market size of advanced autonomous driving will also reach one trillion yuan. The high-level autopilot landing process is expected to exceed market expectations. Under the bonus of technological progress such as autonomous driving scheme, algorithm, computing chip, core sensor and high-precision map, the commercialization process of high-level autonomous driving is accelerating.

The first show of Huawei's "first car" made the market see the new trend of smart cars that "Huawei concept" is expected to lead. The next Tesla is about to debut, and the trillion-dollar market of the automobile industry is undergoing subversive changes.

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