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华为与车企合作模式
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“五界”之后又多“两境”:车企需要何种身份的华为?
Guan Cha Zhe Wang· 2025-11-22 10:00
导读:未来几年,决定汽车品牌存亡格局的或许将不再是技术本身,而是当智能化的技术底座逐渐趋同 后,真正属于车企自身的那部分价值。 (文 / 观察者网 周盛明 编辑 / 高莘) 在11月20日举行的"2025华为乾崑生态大会"上,"奕境"和"启境"这两个让外界感觉到陌生的新品牌展现 在大众视野前。 "奕境"对应东风汽车,而"启境"则对应广汽集团。根据华为官方的声明,这两个品牌均由车企和"华为 乾崑"共同打造,定位为高端智能新能源汽车品牌。 2025华为乾崑生态大会 2025华为乾崑生态大会 至此,除了纳入"鸿蒙智行"生态联盟的问界、智界、享界、尊界、尚界五个"界"品牌之外,"奕 境"和"启境"这两个"境"品牌则成为华为与车企全新合作模式下的首批成果。 一个绕不开的问题就此浮出水面:在零部件供应模式、智选车模式和HI模式之外,华为为何还要与车 企共创新品牌? "五界"和"两境",差异在哪? 目前车企与华为合作有三种模式,分别为"零部件供应模式"、"智选车模式"和"解决方案模式(即'HI模 式')"。 其中,"零部件供应模式"即华为为车企提供电驱系统、雷达、智能座舱系统等标准化零部件和技术方 案,这也是华为和车企之间 ...
广州车展观察|车企争相入局 华为“境”“界”赛马
Zhong Guo Jing Ji Wang· 2025-11-21 04:18
11月19日上午,广汽集团与华为合作的"启境"品牌首次公开亮相,地点选在了广州第一高楼顶层 108层。从这栋500多米高的建筑向外望去,一切皆为俯视。这不仅是广汽集团的"地利",也是华为智能 汽车解决方案BU(以下简称"车BU")团队杀入整车营销的雄心勃勃。 当天下午,东风集团与华为合作的"奕境"项目也小范围发声,第一次透露了三年前双方如何从主机 厂与智驾供应商的合作,一拍即合共同孵化一个新品牌。这也是华为车BU第一次拿到了从供应链拓展 至整车的入场券。 与现在已经拥有"五界"的鸿蒙智行优势在于强大的营销渠道不同,"境"系列背后的车BU团队是纯 粹的技术派。虽然在外界看来都是华为赋能,但是当车BU以"境"入局,完成从供应商向整车品牌身份 的转变,与华为智能终端BG董事长余承东率领的鸿蒙智行"界"系列狭路相逢,意味华为两大业务板块 在整车领域形成赛马格局。 华为乾崑生态大会现场 在今晚举办的华为乾崑生态大会上,车BU CEO靳玉志作为绝对的灵魂人物也正式从幕后走到台 前,不仅赋能奕境与启境的先后发布,也将包括"五界"在内的合作伙伴高层一同邀请上台。至此,华 为"境""界"两个车系赛马,以及智驾供应链广泛覆盖的格 ...
与车企合作方式不断“进化”,传华为将发布“HI PLUS”模式
Guan Cha Zhe Wang· 2025-09-02 08:55
Core Viewpoint - Huawei is set to launch a new collaboration model with automotive companies within the year, which differs from its existing HUAWEI INSIDE (HI) and "Smart Selection Car" models, focusing more on development rather than sales [1][3]. Group 1: New Collaboration Model - The new model, tentatively referred to as "HI PLUS," is expected to be officially announced at the Guangzhou Auto Show in November [3]. - Dongfeng's new energy off-road brand, Mengshi, is identified as a key pilot for this new model, with potential collaboration also with GAC Group [3][5]. - Currently, Huawei employs three main collaboration models with automotive companies: Smart Selection Car, HI model, and a traditional TIER 1 supplier model [5][6]. Group 2: Existing Collaboration Models - The Smart Selection Car model involves Huawei assisting in product design and leveraging its sales channels to help automotive companies sell cars, leading to the "Hongmeng Zhixing" brand [5][6]. - The HI model provides a complete set of hardware and intelligent driving solutions to automotive companies, although the "HI PLUS" model remains unconfirmed [6]. - The traditional TIER 1 supplier model focuses on supplying hardware and software components, with Huawei's collaboration with Mengshi being more in-depth than typical supplier relationships [6][11]. Group 3: Market Performance and Future Outlook - As of August this year, the cumulative delivery of vehicles under the Hongmeng Zhixing brand has surpassed 900,000 units, with the most successful collaboration being with Seres, which has achieved profitability [7][11]. - In contrast, brands using the HI model have received mixed market feedback, impacting their financial performance [7][11]. - The future success of Huawei's new collaboration model will depend on the market performance of the vehicles equipped with its technologies, as more products are launched [11].