Autonomous driving welcomes a small climax and will welcome a long-term war between two routes

In the smart and connected future, the car is no longer just a means of transportation. With the official release and pre-sale of the Polar Fox Alpha S equipped with the Huawei HI (Huawei inside) solution, it marks that the competition of autonomous driving will usher in an update from technology to hourly mode.

Autonomous driving welcomes a small climax and will welcome a long-term war between two routes

Smart car equipped with Huawei HI solution officially released

On April 17, Jihu Alpha S was officially released, equipped with Huawei HI (Huawei inside) solutions, including computing and communication architecture, intelligent cockpit, intelligent driving, intelligent networking, intelligent electric, intelligent vehicle cloud services, as well as lidar, AR More than 30 intelligent components including HUD.

The first model, the Alpha S Huawei HI version, is equipped with 3 96-line automotive-grade lidars, 6 millimeter-wave radars, 12 cameras, 13 ultrasonic radars, and a Huawei chip with a computing power of 352Tops.

At the Auto Show on April 19, Celis Huawei Smart SF5 was officially released, equipped with the Huawei DriveONE three-in-one electric drive system, the HUAWEI HiCar human, car, and home smart interconnection system, as well as the HUAWEI Sound high-quality music experience.

The business model of focusing on ICT technology research and development and in-depth cooperation with car companies allows Huawei’s technology to be applied to more brands and more models, not just a few models of one brand.

In addition, Huawei has also launched a new business model, that is, as a component provider, it also dominates brand marketing. Selling cars on Huawei’s official website and official mall is the most realistic portrayal.

Autonomous driving welcomes a small climax and will welcome a long-term war between two routes

What Huawei wants to do is “Intel + Microsoft” in the smart car industry, not an OEM that assembles and sells goods.

For Huawei, since the supply of Kirin chips was cut off and the mobile phone business was blocked, it is of great significance to choose this way to enter the field of new cars.

Although Huawei does not produce Huawei-branded cars, it does not prevent consumers from going “inside Huawei”.

When smart cars become more and more common and convergent, if you want to stand out, you need to have independent core technology, and when a technology brand is bigger than products, Huawei is likely to become a more upstream company.

A few days ago, during the Shanghai Auto Show, Huawei announced the official sale of the SF5 model of the Sokon Co., Ltd. Celis brand. It is reported that as of April 22, the two-day order for Celis Huawei Smart SF5 has exceeded 3,000.

In addition to selling the vehicles themselves, Huawei’s technology accumulation in the Internet of Vehicles and autonomous driving is also expected to gradually land on the products of Xiaokang Co., Ltd., which will actually accelerate Huawei’s layout on the autonomous driving track.

Autonomous driving welcomes a small climax and will welcome a long-term war between two routes

Different identities of self-driving players

The first category is the players who cross-border from the Internet to do autonomous driving. The most representative ones are Baidu and Didi.

In addition to providing the Apollo system to other car companies, Baidu also went to the market to manufacture complete vehicles. The core point is to find a way out for the commercialization of autonomous driving through these two modes;

Didi is more of a solution to the problem of online car-hailing losing money.

The second category is players such as Huawei and Apple who have turned to autonomous driving from technology companies; such players are intended to help car companies achieve rapid output in the field of autonomous driving and build a mature autonomous driving system environment.

The third category is the intelligent driving industry chain participants like NavInfo and Desay SV; such players share the benefits through the mature industry chain structure and rich market benefits of autonomous driving in the future.

The fourth category is smart car brand manufacturers such as Weilai, Tesla, and Xiaopeng that manufacture complete vehicles.

For vehicle manufacturers and industry chain companies, they hope to participate in the industry opportunities of autonomous driving.

Autonomous driving welcomes a small climax and will welcome a long-term war between two routes

The battle between two routes for autonomous driving

Google is sending a fully autonomous driving model, and the main goal is to replace people with pure driverless technology. It will also take time for the commercialization of pure autonomous driving solutions like Google.

Automakers headed by Tesla do so by first realizing semi-autonomous assisted driving, and then gradually transitioning to fully autonomous driving. The way is to first reduce the driver’s driving burden with the help of automatic driving, and first exist as a driver’s assistant. Unmanned is gradually realized in the process of gradual upgrade.

At present, domestic car companies generally adopt the Tesla route.

Weilai’s NAD Weilai autonomous driving technology and Xiaopeng’s NGP system all use this model. Xiaomi and Baidu, which are about to stop building cars, will most likely adopt this technical route in the future.

Players who participate as auto suppliers mostly use the Google route. Whether it is Huawei, Desay SV or NavInfo, their main purpose is to output autonomous driving solutions, and they hope to use a unified operating system to make them leaders in the corresponding field.

However, due to the technical maturity and the requirements of relevant laws and traffic regulations, there are still many obstacles to this commercialization plan. The hidden dangers of smart cars in terms of safety have been exposed behind the recently noisy Tesla rights protection incident.

For this model, the biggest challenge in the future is its technical maturity and whether it can withstand the scrutiny of national supervision.

Autonomous driving welcomes a small climax and will welcome a long-term war between two routes

There is an essential difference in the perception technology route

At present, on the perception route, it can be roughly divided into three factions:

Lidar school represented by Waymo and Audi;

Millimeter-wave radars represented by Weilai, BYD, BMW, and Mercedes-Benz;

Tesla, Ideal and other car companies are more inclined to the concept of bionics, which can be called the camera school.

At present, due to the high cost of lidar, most companies adopt the route of multiple millimeter-wave radars.

However, recently, companies represented by Xiaopeng and Huawei have also begun to accelerate the introduction of lidar.

Autonomous driving welcomes a small climax and will welcome a long-term war between two routes

The technical route of Huawei’s autonomous driving technology is to use high-definition cameras, lidar, and millimeter-wave vision combined with high-definition maps, and lidar is used as the main monitoring method.

Through high-definition cameras and lidars, matching high-precision maps to accurately extract lane and traffic light information, and through continuous machine self-learning and continuous iteration, the control performance at intersections is closer to manual driving, including functions such as going straight, turning left, and turning without protection.

Previously, Baidu Apollo also adopted a visual perception route, but it was only paired with lidar to form a coordinated systematic perception.


In the era of smart cars, the industry will become more and more concentrated, and oligopoly should be a trend.

Therefore, only by promoting autonomous driving technology on the car and forming a scale, can it continue to iterate and update in terms of technology and application scenarios.

In the future, the service model and marketing model of the auto industry are also undergoing essential changes. In addition to competing at the technical level, related companies will also usher in the competition in the sales model.

Sources of data sources: Leek Finance: “Huawei has set off a small climax of autonomous driving”, 5G industry application: “The development path of autonomous driving from the perspective of biological evolution”, Securities Times: “Which one is the strongest in autonomous driving technology? “, Tihe Industry Observation: “How far are we from true autonomous driving? “Deep Burning: “Furious Tesla, Dangerous Autopilot”

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