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揭秘华为的汽车版图:谁在主导话语权?
Di Yi Cai Jing·2025-09-23 09:49

Core Viewpoint - The collaboration between Huawei and traditional automotive companies is evolving towards a "new cooperation model" that emphasizes deeper integration and shared responsibilities in product development and marketing, moving beyond simple technical integration [1][3][4]. Summary by Categories Collaboration Models - Huawei's partnerships with automotive companies include three main models: component supply, HUAWEI INSIDE (HI) model, and the Smart Selection Car model (Harmony Smart Travel) [1][2]. - The HI model involves Huawei's Car BU collaborating with 11 automotive companies to provide comprehensive solutions for smart cockpits and driving [1][2]. - The Smart Selection Car model allows Huawei to have significant control over product definition and terminal sales, with five models already developed [1][2]. New Cooperation Model - The new cooperation model is characterized by a deeper collaboration than the HI model but less than the Smart Selection Car model, covering the entire product lifecycle from design to marketing [1][4]. - This model includes joint teams and shared resources, with a focus on integrating Huawei's processes and methodologies into the automotive companies' existing frameworks [4][5]. Strategic Shifts - Traditional automotive companies are shifting their focus from the "soul theory" of technology dominance to a more balanced partnership with Huawei, recognizing the importance of their own manufacturing capabilities [3][5]. - Companies like Dongfeng and GAC are prioritizing their collaborations with Huawei, viewing it as essential for their strategic transformation [3][5]. Market Dynamics - The competition in the automotive market is intensifying as more models equipped with Huawei's technology are introduced, prompting companies to seek differentiation through unique product features and designs [5][6]. - The delivery volumes of Huawei's Harmony Smart Travel have shown a decline, indicating the need for enhanced competitiveness in the market [6].