News

A number of mobile phone industry chain manufacturers and car companies have joined forces to accelerate the integration of "fast-paced genes" into the new energy vehicle market

After the penetration rate of the new energy vehicle market has entered a stage of rapid growth, both car companies and supply chains are frantically "locking" resources. In the past, many car companies purchased lithium mines and established joint ventures with power battery companies. Later, mobile phone industry chain manufacturers were deeply bound with car companies as parts and system suppliers.

Affected by factors such as Sino-US trade conflict and sluggish market demand, Huawei and Apple's PK in the high-end mobile phone market has come to an end. However, with the layout of the two companies in the automotive market, a new arena has also begun.

It can be seen that although the two mobile phone terminal brands represented by Huawei and Apple have not launched car brands at this stage, they have chosen to take root in the market as in-vehicle operating system suppliers.

Two giants build software ecological chain

Different from the situation in which the software and hardware suppliers of the consumer electronics industry chain perform their respective duties, the vehicle-mounted products bring the technical path of "soft and hard integration" into full play.

The above-mentioned industry insiders said: "Car companies rarely purchase very pure hardware products, and almost all require hardware manufacturers to supply the underlying software together to provide a systematic product solution; especially the intelligentization and electrification of the automotive industry. , The degree of networking is deepening, and the technical capabilities of software are more important for companies that want to enter the automotive market. I think this is one of the reasons why Huawei and Apple are prioritizing the layout of in-vehicle operating systems."

According to the information on Jiwei.com, Apple Carplay’s previous partners include: Land Rover, Mercedes-Benz, Porsche, Audi, BMW, Bentley and other nearly 70 car companies, which are suitable for more than 600 models. However, with the launch of the Hicar system built by Huawei with Hongmeng as the core, it quickly spread in the market, which also affected Apple's market share to a certain extent.

It is reported that Huawei HiCar has currently supported: Volvo, Geely, BYD, Great Wall Motor, Changan, Audi, FAW, GAC, BAIC, Chery, JAC, Xinbaojun and many other car brands, with more than 150 models.

Perhaps because the share was squeezed by Huawei, Apple brought a new CarPlay at this year's WWDC. From Apple's official introduction, the new generation of CarPlay can bring car owners a more immersive smart cockpit experience from the functional level. At present, the new generation of CarPlay has reached cooperation with 14 well-known car companies including Land Rover, Mercedes-Benz, Porsche, Audi, BMW and Bentley.

The above-mentioned industry insiders pointed out: "Apple and Huawei are both vying for the smart cockpit operating system market, because according to the current trend of car upgrades, the demand for electronic products in the cockpit will continue to increase, provided that many hardware must be compatible with the system; so through Increasing the loading capacity of their own systems will give these two companies a stronger voice in the entire industry chain, and at the same time lay the foundation for the next step in the automotive market for the two companies."

In addition, from the perspective of the terminal, carrying a new operating system is also an innovative move by some traditional car companies.

A car parts manufacturer said to Jiwei.com: "Because the thinking and rhythm of electric vehicle brands are more like the fast rhythm of the mobile phone market, traditional car companies are just the opposite. Therefore, before the rise of electric vehicle brands, many traditional car companies They haven’t realized how fast this trend is, and now the traditional car companies who realize this situation are also looking for new breakthroughs.”

"Huawei and Apple are undoubtedly the winners of the competition in the consumer electronics market, and they have strong control over the current needs of users and the market, so traditional car companies, by carrying the operating systems provided by these two companies, actually To a certain extent, it can also bring new vitality to its own products." The manufacturer added.

A few days ago, He Xiaopeng, chairman of Xiaopeng Motors, also expressed his views on the new generation of CarPlay: "He believes that CarPlay is a subset of the smart cockpit, and the smart cockpit is a subset of the smart car interaction system. In the process of transformation, there will be a hardware + software revolution that is highly integrated and expands the imagination, which cannot be achieved with the original car integration R&D model. This is also the next generation imagination of smart cars. This may also be what Apple wants to own. Reasons to enter the age of the smart car.”

In addition to the brand side, there is also a trend of deeper integration of the mobile phone and automotive industries in the parts sector.

Parts manufacturers are actively looking for platforms

The most representative example is Luxshare’s acquisition of 19.88% of Chery Holdings, 7.87% of Chery shares and 6.24% of Chery New Energy held by Qingdao Wudaokou New Energy Automobile Industry Fund, the largest shareholder of Chery Holdings, at a cost of 10 billion yuan. equity matter.

In March this year, Sanan Optoelectronics also joined hands with Ideal Auto to establish Suzhou Sko Semiconductor Co., Ltd., mainly focusing on the research and development and production of the third-generation semiconductor silicon carbide automotive-grade chip modules. An important layout in the new field of generation semiconductor silicon carbide.

In fact, not only the above-mentioned two companies, but also the parts manufacturers mentioned above also revealed to Jiwei.com: "We recently contacted some factories that provide supporting vehicles, and they also hope to introduce other industrial resources related to electric vehicles. It is a clear trend in the auto industry to grab resources.”

The aforementioned industry insiders pointed out: "In fact, the dividend cycle of the new energy automobile industry is not that long, so it is very important for companies to seize market opportunities. This is also related to the 'rules of the game' of the automobile industry. Most car companies choose to introduce new supplies. Suppliers will not look at your previous achievements in other fields, but require suppliers to have enough experience in mass production and delivery of products."

"We have communicated with customers in vehicles before, and the other party thinks that the products and technologies are good, even better than some of their existing suppliers, but they still do not intend to adopt them. The reason is also very simple, that is, our products have no experience in mass loading. Therefore, if a mobile phone component manufacturer wants to share the cake of the global auto market, it depends on whether it has a platform that can be used."

In the context of the current economic downturn, the integration of mobile phone industry chain manufacturers with "fast-paced genes" may further catalyze the development of the smart car market.

Affected by the economic environment, users' personal income and disposable car purchase funds are also reduced, and even the overall desire to purchase has declined; in this case, on the one hand, the policy of promoting the popularization of new energy vehicles will stimulate users to buy; On the one hand, with regard to the "new product tactics" common in the mobile phone market, through intensive release and upgrade of new products, users are stimulated to buy and replace cars. As the iteration speed of terminal products accelerates, the cycle of each development stage of the smart car market may be shortened.

Previously, Wang Laichun, chairman of Luxshare Precision, said when talking about the reasons for the company's relationship with Chery, "Automobile products are from 0 to 1, and there are many platforms. If there are no product attempts for several generations, it is difficult to open the whole market; but intelligent The window period for cars is about 10 years. If we don’t have a platform to accept 0 to 1 and 1 to 10, we will enter the top 10 in the world. If we delay the window period, there will be no more. The purpose of forming a relationship with Chery is to make Luxshare’s Tier 1 This opportunity can be seized during the most golden ten-year window in the future.”