Baidu Huawei Xiaomi grabbed the limelight! What is the Internet giant building a car for?

The east. Com reporter Bai reported on April 20th that on the first day of the Shanghai Auto Show, the capital market was boiling, the three indexes of A shares rose in volume, nearly 30 stocks in the auto sector rose daily, and the stocks related to the industrial chain such as driverless, automotive electronics, lithium batteries and intelligent transportation generally rose, which made the depressed investors feel proud since the Spring Festival.

Some people attribute this credit to Huawei: On the eve of the Shanghai Auto Show, Huawei and BAIC jointly released the first pure electric vehicle, marking that Huawei, which had vowed never to build a car, began to help car companies build cars. On the first day of the auto show, it was reported that Huawei's flagship store was going to sell cars. Some netizens can't help but think of Versailles: "I just wanted to buy a mobile phone, but I booked a car to go home on impulse."

Building a car is a typical heavy asset industry, and Internet manufacturers have entered a new track. Today, we will look at the property of major manufacturers and guess what they really want.

At this year's Shanghai Auto Show, the in-vehicle intelligent system has become another major attraction besides the "face value" of vehicles.

Baidu adjusts its position and wants to return to the first echelon.

In the era of mobile Internet, the first "BAT" Baidu gradually lost its advantage and was crushed by JD.COM, Pinduoduo and Meituan. However, among domestic Internet companies, Baidu is one of the earliest companies to deploy the field of intelligent driving.

Based on Baidu's artificial intelligence technology, Baidu has been extending and expanding in small intelligent assistants and autonomous driving. In the fourth quarter of 2020, Baidu's AI cloud business achieved a year-on-year growth of 67%, with an annualized income of about 654.38+03 billion yuan, which became the driving force of overall performance. However, what is really worth tasting is the new positioning "AI Eco-company" released by Baidu in the financial report, which has replaced the previous positioning of "Internet platform centered on search engines, knowledge and information". Careful tasting and new positioning mean that AI will become the core business of Baidu.

Subsequently, Li Yanhong said in the 2020 financial report letter that in the new year, Baidu, as an AI eco-company, will seize the huge market opportunities in artificial intelligence fields such as cloud services, intelligent transportation and intelligent driving. "In the past few years, Baidu has developed a large number of advanced autonomous driving technologies, so Baidu hopes to help automobile manufacturing customers accelerate the integration and upgrade of intelligent software."

However, it seems that Baidu is not satisfied with its position as a supplier of automotive intelligent software, and will also enter the vehicle manufacturing industry. 2020111,real hammer landing, Baidu and Geely component intelligent electric vehicle company, the new company will face the passenger car market. The profit is immediate. At the close of the day, Baidu (BIDU. Nasdaq) quoted $30 1.93 (about RMB 195 1.4 yuan), an increase of 2.15%; On March 3, Hong Kong stocks closed, and Geely Automobile (00 175. HK) The quotation is HK$ 26. 15 (about RMB 2 1.79 yuan), with an increase of 0.77%.

If Baidu's car-making company runs smoothly, it is expected that after three years, consumers will be able to drive "Baidu Car".

Baidu's Apollo Smart Car Solution

Huawei does not build its own cars, but helps car companies build good cars.

Other big manufacturers also produce cars. What about Huawei? Whenever rumors are flying all over the sky, Huawei always smiles without saying a word. Finally, on the evening of April 17, Huawei made a blockbuster and joined hands with BAIC New Energy to officially announce the first Huawei inside intelligent luxury pure electric vehicle-BAIC Extreme Fox Alpha S.

Huawei's automobile-related research can be traced back to the car networking laboratory established on 20 12. On June 5438+ 10 last year, Huawei released the hi business model, representing Huawei Inside. Huawei will provide 1 brand-new computing and communication architecture, five intelligent systems (intelligent driving, intelligent cockpit, intelligent electric, intelligent network connection and intelligent Che Yun), and a complete set of intelligent components such as lidar and AR-HUD.

Huawei has a deep accumulation of ICT technology. In 2020, Huawei's revenue reached 8910.40 billion yuan, a year-on-year increase of 3.8%. The net profit was 64.6 billion yuan, a year-on-year increase of 3.2%. Both revenue and net profit increased, but performance growth slowed down. Under the overall growth, the situation of various business lines and regions is uneven. In the past year, Huawei's business in China maintained rapid growth, but its business in Europe, the Middle East, Africa, Asia-Pacific and America declined to varying degrees. After the glory was stripped off, Huawei was badly hurt, and its domestic shipments were overtaken by Xiaomi and OV, ranking only fourth.

Hu, Huawei's rotating chairman, said that Huawei's layout is in key areas of smart cars, such as car networking, Che Yun, intelligent cockpit and power management. "Huawei's positioning as a supplier of smart auto parts has not changed." He repeatedly stressed.

The polar fox αS can realize unmanned driving on urban roads through Huawei technology.

Xiaomi started his business again, and Lei Jun claimed to be "affordable"

"On the tuyere, pigs can fly!" This is a classic quotation of Lei Jun. On March 30th, Lei Jun announced the last major entrepreneurial project in his life: Xiaomi wants to build a car.

As we all know, Xiaomi's main business is mobile phones. In 2020, Xiaomi Group's revenue was 245.9 billion yuan, a year-on-year increase of 19.4%, and its adjusted net profit reached1300 million yuan, a year-on-year increase of 12.8%. Although the revenue profit has doubled, the gross profit is not high, and the gross profit of Xiaomi smartphone is lower than 10%. At the same time, the income growth rate of the Internet of Things and consumer products has also slowed down.

Another point that cannot be ignored is that smartphones have entered the stock market. According to the data of China Communication Research Institute, the mobile phone shipments in China reached a high of 560 million units in 20 16, and then decreased year by year. By 2020, the annual shipment will be 308 million, which is nearly half of that four years ago. For Xiaomi, it is urgent to seek new business increments.

In fact, Xiaomi's entry into the automobile industry is not a whim. As early as 20 13, Lei Jun visited Tesla CEO Musk twice, placed two orders for Tesla Model S, opened one and dismantled one. In 20 14, Xiaomi invested in the map manufacturer kailide. 20 15 Shunwei Capital, founded by Lei Jun, has invested in nearly ten electric vehicle companies, including Weilai and Tucki.

As another mobile terminal after mobile phones, intelligent electric vehicles are in line with Xiaomi's strategy of extending the AIoT ecological chain. Lei Jun said at the rice noodle "Open Day" on April 6 that the smart ecology is a whole, including smart bracelets, smart phones, smart home appliances and smart cars.

But after all, building a car is a heavy asset. Xiaomi plans to invest 654.38+0 billion yuan in the field of intelligent electric vehicles in the first phase, and will invest 654.38+0 billion dollars in the next 6543.8+00 years, with prices ranging from 654.38+0 million to 300,000. It is expected to be listed in three years. On Xiaomi's books, by the end of 2020, the cash reserve will be 654.38+008 billion. Lei Jun said: "Xiaomi can afford it."

"In the past 75 days, the team conducted 85 industry visits and communication, conducted in-depth exchanges with more than 200 senior people in the automotive industry, 4 internal management discussions and 2 formal board meetings, and finally ushered in the most important car-making decision in Xiaomi's history." Lei Jun said that it is to strengthen investor confidence and to be courageous for himself.

Confidant L7 is the result of cooperation between Alibaba and SAIC.

Ali holds hands with SAIC, and users can also share equity.

At this year's Shanghai Auto Show, Chi Machine made its debut and released a luxury pure electric smart car with a price of 408,800 yuan. Zhiji automobile made great efforts. Established by SAIC, Zhangjiang Hi-Tech and Alibaba Group in June 5438+February 2020, the first round of financing reached 10 billion yuan. In the new company, SAIC shares account for 54%, Pudong Investment accounts for 18%, and Ali accounts for 18%.

Someone wants to ask, who still owns 10% equity? The answer is "users". The ownership structure of confidant automobile is very special, that is, "ESOP (core employee shareholding platform) +CSOP (user rights platform)". Car owners take service as users, output data, and smart cars acquire big data to continuously improve the intelligent service experience, and finally confirm the data value contributed by users in the form of digital rights. Some netizens said that this set of rules is very similar to the "mining" of Bitcoin. Rounding off, buying a smart car is equivalent to buying a mine car.

In Smart Car, SAIC provides technical and supply assistance, Alibaba provides big data, smart ecology and financial support, and Zhangjiang Hi-Tech is responsible for providing AI intelligent resources. In fact, in the field of intelligent networking, Alibaba and SAIC signed a strategic cooperation agreement as early as 20 14 to carry out the "intelligent networked car" project cooperation. In 20 15, Alibaba and SAIC invested 10 billion yuan to set up zebra network. 20 16, Roewe RX5 went on the market, which is the first car of Zhilian. Com is equipped with zebra zhixing system based on AliOS.

Judging from the current situation, e-commerce and the finance behind it are still the most important business model of Alibaba, and entering the automobile industry is only an auxiliary role. Starting with the automotive intelligent operating system, Ali has a strong service integration capability, and Ali has an independent and open operating system. Instead, it is Zhilian's promising automobile market. Com will also feed back Ali's more sticky users and richer consumption scenarios.

Visitors experience the operation function and intelligent architecture of smart cars at the Shanghai Auto Show.

Industry trend: software has become the core of modern automobile differentiated competition

The cooperation between car companies and internet and communication giants has become the new normal of the automobile industry, and cars are gradually becoming "electronic goods". After visiting the Shanghai Auto Show, Mr. Fan felt something: "The big screen is really pleasing, and some functions have to be rummaged screen by screen. It's not safe not to look at the road ahead. If the operation is wrong, the steps of error correction are not as convenient as mechanical keys. Can you drive well with your eyes full of screens? "

Some "people who eat melons" said that building a car online is actually a lively thing. "It may be paving the way for the future unmanned development, but it is too difficult to land. We will talk about it when the law is passed. " There are also technology fans who are full of expectations for smart travel. "If there is a car I like, I am willing to pay the bill."

The audience is experiencing the DJI in-vehicle system through the VR system.

A Digital Car Report 2020 released by PricewaterhouseCoopers shows that software has become the core of modern car differentiated competition: "By 2030, software will account for 60% of consumers' perceived value. On the other hand, affected by the trend of car networking, driverless, intelligent travel and electrification, the number of car software will increase by more than 300%. In the next 10 year, with the improvement of users' expectations and the appearance of new functions, the cost of software development will increase by 83%. "

Jin Jun, managing partner of PwC China automobile industry, said in an interview with Dongfang. com. In the future, only by establishing software-driven automobile companies can they continue to gain value in the complex and changeable market. "In a short period of time, the price of intelligent networked vehicles is under certain pressure due to cost factors, but with the increase of production and sales, the development cost can be further amortized."

(Photo photography:, white)