Recently, it was rumored that AVATR would promote the self-development of intelligent cockpits, but some industry insiders sniffed out a little bit of "dilution" of Huawei's label. As a high-end new energy brand jointly created by Changan, CATL and Huawei. Relying on Huawei's Hongmeng cockpit, it quickly gained an advantage in intelligence. But now that it is expanding its own R&D team and preparing to develop into overseas markets, does this mean that its cooperation with Huawei is about to change?
Has the cooperation between AVATR and Huawei changed?
Although AVATR is vigorously engaged in self-development, its cooperation with Huawei has not weakened. On the contrary, it is more tightly tied in terms of equity, technology, and marketing. I believe you also have an understanding that in 10 months of this year, Huawei's equity in Hope Intelligence Company changed, Huawei accounted for 0%, AVATR and Cialis each held 0%, and Zhu Huarong, chairman of Chang'an, served as vice chairman, and everyone became "people on the same boat".
在技術方面,智能駕駛上阿維塔大概率會繼續用華為乾崑智駕方案,行銷上也共用華為的超充網路和雲服務生態。2025 年 2 月,華為團隊還入駐了阿維塔重慶總部,雙方就第二代車型的產品定義、用戶洞察等方面進行深度合作,合作規模比以前更大。與其說淡化,倒不如說是一種“既競爭又合作”的關係。
AVATR self-developed or used in overseas markets
In addition, in order to lay out overseas markets, AVATR is expected to deploy the next-generation intelligent cockpit on some new models after 0 years. Starting from 0, AVATAR's new products will be developed mainly based on Changan Automobile's SDA0.0 platform. According to AVATR insiders, the "self-developed" mentioned here is for overseas vehicles.
Therefore, AVATAR's self-development is not to completely abandon Huawei, but to seek technological autonomy through internal competition, and at the same time continue to cooperate in core areas.
In the field of intelligent cockpit, Huawei is recognized as a "benchmark" in the automotive industry, and it also knows that AVATR will make efforts to develop its own intelligent cockpit next year, which will inevitably leave everyone with a lot of conjecture. Therefore, the editor uses Zhang Yifu, a senior industry analyst at Wilson, to make a summary.
He believes that "to a certain extent, AVATAR's self-development is not against the trend, and they are not saying that they are switching completely, but just gradually replacing or trying to do an internal horse race, which is understandable." He said.
AVATAR's self-developed strategy is not an isolated case
In fact, AVATAR's strategic shift is not an isolated case, such as NOMI, which is self-developed by NIO, and Mind GPT, which have confirmed the importance of car companies mastering the dominance of core technologies in the intelligent era. As Yu Chengdong, Chairman of Huawei's Device BG, once said, "Car companies and technology companies should shift from technology supply chains to ecosystem co-construction. ”
AVATAR's attempt can not only make a breakthrough in the field of intelligent cockpit, but also emerge in the high-end new energy market, laying the foundation for future development. Even if there is a gap between the current self-developed team and Huawei, with continuous development and experience accumulation, there is still great potential for the future.
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Despite this, AVATAR's self-research is forward-looking, even in overseas markets, at least it is clear why friends will vigorously engage in self-development, and of course, it is also hoped that AVATR can achieve an early breakthrough in self-developed technology.