Core Viewpoint - Huawei's automotive business is rapidly expanding, particularly in the field of assisted driving, with various collaboration models with car manufacturers being explored [2][3]. Group 1: Collaboration Models - Huawei's automotive business unit (BU) collaborates with car manufacturers through multiple models, including component supply, single intelligence (either smart cockpit or assisted driving), dual intelligence (both smart cockpit and assisted driving), and full-stack solutions [2]. - The collaboration process involves Huawei supporting car manufacturers throughout the entire lifecycle, from product definition and design to manufacturing and marketing [2][7]. Group 2: Technology Approach - Huawei's approach to assisted driving does not align with the Vision-Language-Action (VLA) model favored by some car manufacturers; instead, it emphasizes the World and Action (WA) model, which directly controls the vehicle through sensory inputs [3][9]. - The WA model is considered by Huawei to be the ultimate solution for achieving true autonomous driving, bypassing the language processing step [9]. Group 3: Commercialization and Market Strategy - Huawei does not have a specific short-term commercialization goal for its assisted driving technology, focusing instead on long-term user-centered strategies and sustainable investment [7]. - The company believes that the market for assisted driving features will evolve, and that pricing strategies should reflect the ongoing development and maintenance costs associated with these technologies [12]. Group 4: Industry Trends and Future Outlook - The number of players in the autonomous driving space is expected to decrease as the industry consolidates, with future success relying heavily on data-driven approaches [10]. - The differentiation in assisted driving technology is minimal, as the primary goal remains zero accidents and fatalities, with pricing determined by perceived value to consumers [11].
华为高管:世界上根本没有免费的东西
半导体芯闻·2025-08-27 10:40