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华为拟推合作新模式?定位预计介于“Hi”与鸿蒙智行之间,车企“含华量”争夺战再升级
Mei Ri Jing Ji Xin Wen· 2025-09-02 10:17
Core Viewpoint - Huawei is set to launch a new collaborative model for automotive partnerships within this year, which differs from its previous "Hi" model and aims to create a co-structured framework led by car manufacturers with deep integration from Huawei [1] Group 1: Current Collaboration Models - Huawei currently has three collaboration models in the automotive sector: "component supply model," "Hi solution," and "Hongmeng Zhixing" for technical ecosystem cooperation [1] - The "Hi Plus" model is being referenced by multiple car manufacturers, indicating a potential evolution of Huawei's collaboration strategies [1][2] Group 2: New Collaborative Developments - Lantu's CEO mentioned that their partnership with Huawei is exploring a new model, potentially termed "Hi Plus," which involves deeper R&D collaboration and resource sharing [2] - Avita Technology has also indicated a strengthening relationship with Huawei, with plans to launch their first co-created product by the second half of 2026 and a total of 17 new products by 2030 [2] Group 3: Integration and Market Strategy - GAC Group's collaboration with Huawei through Huawang Automotive aims for deep integration in smart technology, ecosystem, and brand synergy, leveraging Huawei's integrated product development and marketing systems [3] - The "Hi Plus" model allows for broader collaboration, extending beyond technical cooperation to include user insights, product definition, and integrated marketing services [3][5] Group 4: Market Positioning and Differentiation - The "Hi Plus" model emphasizes that car manufacturers retain control over branding and sales, while Huawei can engage from the engineering phase, enhancing the depth of collaboration [5][6] - As more car manufacturers adopt the "Hi Plus" model, there is a concern about potential dilution of technology solutions and marketing points, leading to overlapping product matrices [6][7]