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Recently, there have been many discussions about the relationship between Huawei and Xilinx. Although it is still an AITO car, from the initial AITO to Huawei now, it has made many "people who eat melons" talk more. The question is, is there really a crack between Huawei and Xilinx, which was once indestructible?

This question is really difficult to answer. After all, some recent actions of AITO are really puzzling and incomprehensible.

On March 8th, AITO Automobile, jointly built by Huawei and Cyrus, released the "Women's Day Poster" on the official Weibo and WeChat official account platforms. Surprisingly, instead of using AITO to ask the world, it uses a brand-new term "Huawei asks the world". Subsequently, the official Weibo account of Huawei Terminal also forwarded this Weibo, and the article said: "Where do you want to go, Huawei asks the car and has been with you!"

Since then, Huawei has asked the world to go to the front desk!

Seeing this, everyone with a discerning eye understands that perhaps Huawei is going to "show its sword". If we used to be timid and always take care of Ciro's emotions, this time, Huawei seems to be more direct and decisive.

In fact, for many AITO car owners, most of them choose AITO instead of Huawei. To put it bluntly, all business activities are the result of interests, and it is definitely better to hang Huawei's logo than the incomprehensible AITO or the unknown Cyrus. However, what will Zhang Xinghai and his Cyrus think at this time?

Originally, the two sides "had children" together, but now they find that as the children grow up, they have become more and more irrelevant to themselves. The author thinks that Zhang Xinghai must be in a bad mood at this time.

Of course, Huawei and Xilinx's answers to this question are still very official.

Selis said: The long-term and deep cross-border cooperation relationship and cooperation mode between the company and Huawei have not changed. The two sides will further deepen joint business cooperation and launch more competitive and popular new products in the future.

As for Huawei, it is said that Huawei is an eco-car brand and a brand-new business model initiated by Huawei. Huawei provides

After reading the responses from both sides, I think we can understand the relationship between them in this way. Xilinx regards Huawei as a "marriage partner", while Huawei only regards Xilinx as one of many good friends. Just, to some extent, it's getting closer and closer to Cyrus!

Generally speaking, for Cyrus, Huawei is everything and the only one; But for Huawei, Xilinx is just one of them. If one day, Cyrus is too possessive or becomes less friendly, then Huawei doesn't mind terminating your honeymoon. After all, there are so many queues waiting to join!

To put it bluntly, Huawei has made friends with pure friendship, but you Cyrus always want to marry and have children with others and move towards tomorrow. That's it. It is strange that their relationship can last for a long time!

Therefore, some friends may not understand. Obviously, the two get along well. Why did the painting style suddenly change? In my opinion, on the one hand, it is because of interests, on the other hand, Cyrus is too capable.

Let's talk about the first point. Any cooperation is either for fame or profit. For Huawei, it must be the latter, because people have long been famous in the world. The problem is that Huawei seems to have both fame and fortune in AITO, whether it is the collision between AITO M7 and A-pillar last year or the sales this year.

In terms of sales data, although last year's performance was acceptable, it can come to 2023, but it is somewhat unsatisfactory. In June this year, 5438+ 10, AITO only delivered 4475 cars; In February, the delivery volume of AITO was as low as 3,505 vehicles. For Huawei, the decline in sales for two consecutive months is definitely unacceptable. According to this trend, it is really difficult to break through the100000 mark in 2023. Accordingly, if the sales volume does not go up, the cost of bicycles will not come down, and it will be even more difficult to make money.

Not only the sales volume, but also the loss of Cyrus is puzzling.

It is understood that in 2022, Sailis expects to realize a net profit loss of 3.5 billion yuan to 3.95 billion yuan, and the loss will increase by 965,438+0.90% to 65,438+065,438+06.57% year-on-year; It is estimated that the loss after non-deduction will be 3.85 billion yuan to 4.3 billion yuan, up 37.83% to 53.94% year-on-year. Counting the three-year cooperation between Xilinx and Huawei, the loss exceeded 7 billion yuan. From this, Cyrus even thinks that the more you sell, the greater the loss.

For Huawei and Xilinx, although Xilinx has lost a lot, Huawei must make money. Therefore, another problem comes. Presumably, some people will question whether Huawei's participation led to its excessive profits, which led to the loss of "OEM" Cyrus alone.

So, is that right?

The answer is of course no! To be precise, we don't know whether Huawei makes money. However, Xilinx's loss has nothing to do with Huawei. It can even be said that without Huawei's empowerment, it is hard to say whether Cyrus can go this far.

Don't believe it? You can look at the stock price before Xiaokang, and then compare the current price!

So, what is the real reason for Cyrus' defeat?

Cyrus believes that the rise in raw materials such as chips and power batteries last year led to rising costs, and the epidemic affected production and sales, making production and sales less than expected. However, Cyrus mentioned intentionally or unintentionally that the investment in fixed assets in the early stage was relatively large and the depreciation and amortization expenses were relatively high.

To be fair, this is the real reason why Cyrus lost.

It is really amazing to take stock of the development of Cyrus in recent years. Only in 20 17 years, the project under construction in Sailis was153.3 billion yuan, up126.8% year-on-year; As of 20 18, its R&D investment in smart electric vehicles was close to 900 million pounds, up 200% year-on-year.

According to statistics, from 20 17 to 20021year, the total investment of Jin Kang New Energy Liangjiang Smart Factory Project and High Performance Automobile Power Battery Project was 2150,000 yuan and 367 million yuan respectively. Today, Liangjiang Smart Factory has landed, and its investment in Phoenix Smart Factory under construction is nearly 65.438+34.8 billion yuan.

However, one thing must also be emphasized. According to the disclosed financial report, Sellers' sales expenses in 2022 exceeded 3.083 billion yuan, a year-on-year increase of more than 3 times; R&D investment is less than one-third of sales expenses.

Talking about this, the author thinks that the cooperation between Huawei and Xilinx is really wronged. I wonder if the boss in Zhang Xinghai feels the same way?

Write at the end:

The author believes that Huawei is attentive to the cooperation with Xilinx. Otherwise, there won't be so many big-name car companies that don't cooperate, and they have to cooperate with a little-known van like Cyrus. However, as the story unfolds, Huawei finds that Cyrus doesn't seem to be as perfect as expected, and many dreams about smart cars are difficult to realize if they are only placed on Cyrus. Therefore, there is the Huawei eco-car brand.

As can be seen from the official website, AITO's name still exists, but the following advertising slogan has been changed to Huawei. As for when, AITO cars will be replaced by Huawei cars in the head, so wait and see!

Finally, I took the liberty to ask Chairman Zhang Xinghai, if you leave Huawei one day, do you have the confidence to lead Cyrus forward?

This article comes from the author of Che Yi, and the copyright belongs to the author. Please contact the author in any form. The content only represents the author's point of view and has nothing to do with the car reform.