Core Viewpoint - Huawei is set to launch a new collaborative model for automotive companies within this year, which differs from its previous "Hi model" and "Smart Selection Car" approach, aiming to create a co-structured framework led by car manufacturers with deep integration of Huawei's technology [1] Group 1: Current Collaboration Models - Huawei currently has three collaboration models in the automotive sector: "Component Supply Model," "Hi Solution," and "Hongmeng Smart Travel" [2] - The "Hi Plus" model is being explored by various car manufacturers, indicating an evolution or variant of the existing Hi model [2][3] - Companies like Lantu and Avita are actively working on the "Hi Plus" model, with Avita planning to launch 17 new products by 2030 [2][3] Group 2: Characteristics of the Hi Plus Model - The Hi Plus model emphasizes deeper integration of Huawei's technology from the engineering phase, allowing for more extensive participation in product definition, marketing, and ecosystem services [4][5] - Compared to the Hi model, the Hi Plus model has a broader scope, including user insights and product development testing [5] - The model is seen as a bridge between the Hi model and the Hongmeng Smart Travel model, with differences in brand management and sales responsibilities [5][6] Group 3: Market Implications - The increasing number of car manufacturers collaborating with Huawei may lead to diluted technical solutions and overlapping product matrices, raising concerns about differentiation in the market [5][6] - Companies are encouraged to leverage Huawei's advanced technology to enhance their market competitiveness, especially as the automotive industry faces a phase of accelerated elimination [4][6] - The collaboration aims to cover more vehicle types and markets, benefiting Huawei's technology development and revenue [6]

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]