Hundreds of billions of dollars have been invested in loneliness. Why is Baidu Zhijia overtaken by Huawei corners?

Recently, Xia Yiping, CEO of Extreme Yue Automobile, was not surprisingly dead in an interview. He said that Huawei’s investment in smart driving is 10 billion, while Baidu’s investment in smart driving is 100 billion, which means that Baidu’s investment in smart driving is ten times that of Huawei. Of course, it is self-evident.

Many people are shocked by this news. Most people know that Baidu is really doing smart driving. A few people also know that Baidu has its own car. Of course, the car is also using Baidu’s solution. But it is estimated that not many people will think that Baidu’s investment will be greater than Huawei’s. After all, Huawei’s products are everywhere, and the market influence is huge. Baidu’s products are much rarer, and its influence is even more incomparable.

Baidu and Huawei, who is more intelligent in driving and who invests more? Let the Kung Fu car show you around.

(1) 100 billion investment is a bit empty?

Let’s take a look at the historical process of intellectual driving between the two sides, and then combine their R&D investment to see what the two companies have done in recent years.

Baidu’s intelligent driving research and development began in 2013. In this year, Baidu began to do open source projects and began to make autonomous driving solutions. From the perspective of "qualifications" alone, Baidu is indeed one of the earliest enterprises in China to do smart driving, which is basically synchronized with Tesla and Google abroad. In 2021, Baidu defined three directions for its own smart driving, namely, providing smart driving solutions to OEMs, building their own cars, and then developing and sharing unmanned vehicles.

According to the public financial report, from 2013 to 2023, Baidu’s total R&D investment was 167.2 billion. If 100 billion was invested in smart driving, it means that the R&D investment of smart driving accounted for 59.8% of Baidu’s R&D investment.

How can I put it? This data is not impossible. After all, most of the money earned by Baidu in recent years has really been invested in the two directions of smart driving and AI. However, considering Baidu’s own business, I personally think that the proportion of investment in smart driving alone should not exceed 50%. More than 50 billion may be there, and 100 billion feels a bit empty.

Huawei’s investment in smart driving is relatively clear. When Huawei’s new smart car solution brand "Gankun" was released in April this year, Jin Yuzhi, CEO of Huawei’s smart car solution BU, once introduced that the department was established in 2019, and the accumulated R&D investment in five years exceeded 30 billion (about 6 billion per year). This data is still relatively credible.

Of course, if you want to talk about Huawei’s R&D investment in other areas, such as big models and AI, it’s hard to say whether R&D funds are included in smart driving investment. Anyway, it’s a muddle.

However, at least one thing is certain. The investment of Huawei Smart Drive and Baidu Smart Drive should be in an order of magnitude, and it will never be as bad as ten times. Because Baidu started earlier, it is still possible to invest more.

(2) What is the difference in output?

Let’s just say that Baidu has really invested more. Next, let’s talk about output, and the difference between the two may be a bit big.

When Huawei first entered the field of intelligent driving, it put forward its own goals, hoping to be Bosch in the era of electrification and provide a full set of intelligent solutions for OEMs. However, the effect is not ideal, most enterprises hold a wait-and-see attitude, and the promotion is not smooth. So Huawei made a smart car selection project, that is, cooperated with the OEM, but Huawei defined the smart car and gave the core intelligent hardware and software.

After several years of development, Huawei has formed a complete set of industrial chains. Needless to say, intelligent driving technology, the system has developed to the third generation, supporting intelligent assisted driving in the whole scene and intelligent parking in the whole scene, and then it can realize intelligent driving from parking space to parking space. In order to better realize intelligent driving, Huawei has also built its own high-performance motor and a special Turing intelligent chassis, which can realize full-dimensional perception, 3D control and intelligent collaboration.

Let’s put it this way: even the old rivals want to purchase Huawei’s motors. Recently, the independent BU department has been valued at 115 billion, and major car companies are scrambling to invest. Huawei is even the first company to beat down the price of lidar. It can be said that Huawei’s investment in smart driving has been richly rewarded and it has its own intelligent industrial chain.

Baidu’s smart driving output is not satisfactory. Since 2015, Baidu has found a lot of well-known car companies such as Daimler, BMW, Ford and Volvo to cooperate. Many domestic cars have also "tested the water", but the effect is not obvious. Cars equipped with Baidu Zhijia are rarely publicized as their own "business cards".

One of the most famous is probably Weimar, who has been holding Baidu for a long time and hasn’t done it yet. In the end, Baidu couldn’t help but make a gathering, and there was basically no noise. Including now, it has been listed for half a year, and the highest monthly sales volume is only 1143 vehicles.

The only achievement that can be achieved is probably that the radish runs fast. However, in terms of completion, it still only supports getting on the bus at a specific location, and the coverage is limited. There is still a long way to go before it can truly replace the online car. The biggest advantage is that it is cheap, but this cheapness is actually based on the "capital operation" of Internet companies. I hope to achieve market monopoly, and then I will serve as a "platform". Didi and Meituan are all like this.

However, it is hard to say whether the radish will eventually become Didi, Meituan, or Xiaohuangche and Ruixing.

(3) Hardware companies and Internet companies are very different?

The difference between Baidu Smart Drive and Huawei Smart Drive is also the difference between two different companies to a large extent. Baidu is a typical Internet company, while Huawei is closer to a hardware company.

The characteristics of software companies are that they like to invest early, get high returns, and pursue a monopoly. Like Baidu, the earliest money was made by being a search engine. When Google withdraws from the China market, Baidu will become a monopoly. Since then, it has been making big profits, and on this basis, it has expanded the business of encyclopedia, knowledge, post bar and so on, forming a complete ecological circle.

But this has also led to a problem. Baidu lacks the ability to actually make products. Baidu has been doing smart driving for so many years. The car is from the main engine factory, the laser radar is from the supplier, the chip is from NVIDIA, and the smart card is also bought. Speaking of things that belong to Baidu, it is that set of algorithms.

Therefore, Baidu is very passive, and it can’t control how much the car sells. Baidu can’t form a monopoly in the field of smart driving, and its algorithm can’t sell at a unique high price. For so many years, Baidu’s smart driving business has been losing money. Even many engineers in the factory finally "ran away" with the main engine factory.

Huawei started out as a communication equipment. Although it also has Internet genes, it is closer to hardware companies. Therefore, we can see that every step Huawei takes will strengthen its strength. The car is defined by its own design, the laser radar is its own, the chip is its own, the power card is its own, the motor and chassis are also its own, and it can even be sold outside.

This has formed a virtuous circle, and the cost of Huawei’s smart driving is getting lower and lower, gradually flattening the R&D investment and forming a positive cycle. The worse news is that with Huawei becoming the representative of China Zhijia, Baidu’s investment for so many years will probably be wasted.

(4) Kung Fu is angry

Baidu really started to do smart driving earlier, and invested more probability than Huawei. However, from the perspective of "output", Huawei’s achievements are even more dazzling. The average transaction price of a model developed by Huawei like this exceeds 500,000, and the monthly sales volume is nearly 20,000 units. The monthly revenue of this car alone is in the hundreds of billions, and Baidu only envies it. Not to mention that Huawei BU is independent, and it can earn tens of billions just by selling shares.

In the final analysis, consumers still look at products, not how early you do it and how much you invest. If you spend more money, you will definitely do better. How can domestic cars surpass joint venture cars? The earning power is far from perfect. The same money depends on who can spend more on the cutting edge, which better reflects the ability of the enterprise. What do you think?

How to properly dispose of OBD on trucks after the State Council’s exposure?

[Truck House Original] This year’s major events in the freight industry have continued. In addition to elimination, what everyone recently discussed is that the national five diesel trucks should be installed.On-line monitoring equipment(OBD) thing. But in some places,Forcing truck drivers to install at their own expenseOBDThe Chinese government network subsequently exposed this incident.

How to properly dispose of OBD on trucks after the State Council's exposure?

Recently, the official website of the Chinese government issued a document to inform about the supervision of the compulsory installation of remote online monitoring equipment by truck drivers in Xingtai City, Hebei Province.

How to properly dispose of OBD on trucks after the State Council's exposure?

The investigation by the inspection team shows that:

1. Longyao County will install OBD as a heavy-duty diesel vehicle.Preconditions for the inspection of operating vehicles, require heavy diesel fleet or owners to provide OBD installation receipts and certificates of relevant companies before they can apply for operating licenses.

2. Xingtai Eco-environmental Protection Bureau designated 9 operators to install OBD services, and the installation cost of each set of equipment.From 1600 yuan to 2650 yuan.And the charge management is not standardized.No invoice will be provided after charging.. By October 16th, the above nine operators had installed OBD for 25,247 trucks, with a charge of 39,615,400 yuan.

How to properly dispose of OBD on trucks after the State Council's exposure?

Before the State Council’s exposure, the installation of OBD on trucks was always a hot topic of dispute among card friends. Before that, the author wrote an article (Review: Is OBD installed on trucks for fines? Don’t be silly, these questions are the focus), and wrote some questions about the current card friends.

Generally speaking, there are two parts that are most controversial about the installation of OBD.One is the problem of charging mentioned above, and the other is whether it is legal for some places to force truck drivers to install OBD at their own expense by using annual inspection and new car licensing as preconditions.

How to properly dispose of OBD on trucks after the State Council's exposure?

●  Is there a standard for installing OBD with a price difference of nearly 2000 yuan?

At present, Shanghai, Shandong Liaocheng, Weifang and many other places require the diesel trucks of National 4 or National 5 to be equipped with OBD, but they are all free, although there is a time limit for free. But in Henan, trucks must be equipped with OBD equipment, and different places charge different fees.

fromLuohe City Eco-environment Bureau announced earlier.According to the information of the vehicle-mounted terminal construction enterprise for remote online monitoring of OBD in Heshi, the price of installing OBD is mostly 1420 yuan.

How to properly dispose of OBD on trucks after the State Council's exposure?

However, a card friend left a message saying that the price of installation in each place is different.About 1000-3000 yuan, which means that the price difference between high and low is about 2000 yuan.This money is not a small expense for card friends, and it may be a family’s monthly expenses.

Why do the charges vary from place to place? Why is the price difference of OBD installation so big? Are there any relevant laws and regulations that explain the charges? These are all concerns of truck owners.

How to properly dispose of OBD on trucks after the State Council's exposure?

●  Do not force drivers to install OBD in some places where the annual review and new car registration are blocked.

In addition to charging, the reason why truck owners are most resistant to installing OBD is that in some places, drivers are forced to install OBD at their own expense with various preconditions, such as no annual inspection, no new car license and no road transport certificate, and the general self-funded expenses are not low.

The following are some card friends’ messages:

How to properly dispose of OBD on trucks after the State Council's exposure?

How to properly dispose of OBD on trucks after the State Council's exposure?

How to properly dispose of OBD on trucks after the State Council's exposure?

In addition, a letter sent to the owner by Puyang City Ecological Environment Bureau also made it clear."Vehicles that are dismantled, modified and not required to install and use OBD will not be able to be examined annually."

How to properly dispose of OBD on trucks after the State Council's exposure?

We all know that 2020 is a crucial year to win the blue sky defense war. Therefore, in terms of vehicle exhaust emissions, the state has increased its control. Therefore, it is understandable that the state requires vehicles to be equipped with OBD, so as to monitor illegal vehicles and reduce environmental pollution.

But it should be noted that some placesIs there any legal and regulatory basis for forcing truck drivers to install OBD at their own expense, based on annual inspection, licensing of new cars and not being allowed to go on the road?Otherwise, just a word and a document from the relevant departments will make all truck drivers pay a large sum of money to install OBD, so that everyone will be willing to install it.

As we can see, the freight chaos in Xingtai exposed by the State Council involves the problems of charging, charging without invoicing and forcing drivers to install OBD at their own expense with preconditions, which has shown that the state is not allowed to do this.

●  Postscript

The freight chaos in Xingtai has been exposed in the State Council, and the problem of local truck owners has been solved. However, there are still many restrictions on the installation of OBD in trucks in many places in China. Can the exposure of the State Council be a warning to other places? (Text/Gao Li Min)

Hongguang MINI EV convertible will be launched on September 25, with a battery life of 280 kilometers.

On September 14th, several media reported that the convertible version of SAIC-GM-Wuling Hongguang MINI EV will be launched on September 25th, after which the car has been purchased by lottery, and the first batch of qualified users will be drawn and announced on September 21st. At the same time, the configuration information of Wuling Hongguang MINI EV convertible version will be announced.

Appearance: The convertible version of Wuling Hongguang MINIEV is available with red and black soft canopy cloth, and adopts semi-automatic switch canopy structure, with a body size of 3059*1521*1614mm and a wheelbase of 2010 mm. Frameless door, luminous logo+penetrating light belt, LED far and near light source, LED daytime running light and LED high brake light are adopted.

Three-power system: equipped with 30kW motor, the maximum torque is 110N?m, the maximum speed is 100km/h, the battery life is 280KM, and it takes 8.5 hours to charge 20%~100%, which supports battery heating and intelligent heat preservation.

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Chassis system: It adopts rear-mounted rear-drive drive, with front McPherson independent suspension and rear three-link semi-independent suspension, and tyre size 145/70 R12.

Safety guarantee: provide the main/co-driver airbag, tire pressure alarm, the main driver’s seat belt is not fastened to remind, the vehicle automatically locks, low-speed pedestrian warning, ABS anti-lock braking and EBD braking force distribution system.

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Interior: knob electronic gear shifting, color LCD combination instrument, 7-inch instrument screen, LED reading light, driving/driving sun visor (with cosmetic mirror), PVC leather seat material.

Comfort functions: remote control key+central locking, ramp assist, economy/standard/sport mode, electric window, one-button lifting of window (with anti-pinch function), air conditioning, and reversing image of rear reversing radar.

IT House has learned that the official price of the new car has not been announced yet, and it is expected to be announced on the day of listing. Refer to the GAMEBOY version of 55,800-72,800 yuan, and the convertible version is expected to be set at 80,000-100,000 yuan.

"Wuling Hongguang MINI EV convertible version configuration is fully open: battery life of 280 kilometers, rear and rear drive"

Chery is another "killer", the most cost-effective Chery automobile.

Nowadays, there are many kinds of cars, and all kinds of models are dazzling. At this time, we should proceed according to our own reality, and the right one is the best. Nowadays, the first thing for consumers to buy a car is to see whether this car is rich in configuration, and it is no exception to nature. As for the outstanding performance of the car, please read it together.

Let’s take a look at the appearance of Exploration 06. The front face of Exploration 06 has taken a young and fashionable route, which is very recognizable. Headlights are very in line with consumers’ aesthetics and outline a deep effect. The car is equipped with LED daytime running lights, automatic opening and closing, adaptive far and near light, delayed closing and so on. Coming to the side of the car body, the size of the car body is 4500 mm * 1865 mm * 1680 mm. The car adopts fashionable and dynamic lines, and the car body looks very spirited. With large-sized thick-walled tires, smooth lines run through the whole car side. In the rear part, explore the overall shape of the 06 rear and the front of the car, and the taillights present a fashionable and sporty design style, which is neat and vivid.

When I came into the car, the interior looked very sedate and reflected the sense of design. The steering wheel of the car is very domineering, made of imitation leather, and its practicality and face value are not bad. Take a look at the central control panel, which is decorated with a 13.2-inch central control panel, making the interior design quite layered and elegant. The interior feels good. Let’s take a look at the dashboard and the seats. The dashboard design is remarkable and looks very individual. The car uses leather seats, which are wide and thick, and the overall comfort and wrapping are not bad.

Explore 06 matching wet dual clutch (DCT) gearbox, with a maximum power of 145KW and a maximum torque of 290N.m, with good power performance.

Look at the configuration again, and explore that 06 is equipped with driving mode selection, remote control key, Bluetooth key, rear wiper, interior atmosphere light, engine start and stop and other configurations.

Summary of the full text: this class of vehicles can often give consideration to both cost performance and practicality, and is often considered by most consumers as the first choice when buying a car.

Changan Auchan X5 in Chengdu is on sale! The special price is 68,900. If you miss it, you won’t have it.

[car home Chengdu Preferential Promotion Channel] At present, a large-scale preferential activity is being carried out in Chengdu, with the highest discount reaching 20,000 yuan. The lowest starting price is only 68,900 yuan, which provides you with an excellent opportunity to buy a car. To help you get a higher discount, please click "Check the car price" in the quotation form.

成都地区长安欧尚X5特价出售!特价6.89万,错过就没有

Changan Auchan X5 design is dynamic and fashionable. The front face adopts a large-area air intake grille design, and the sharp chrome trim and black grid match, showing a strong sporty atmosphere. The LED headlights on both sides of the front of the car are sharp and integrated with the front grille, making the overall style more harmonious and unified. The body lines are smooth, and the waistline extends from the front to the rear, creating a dynamic visual effect. On the whole, the design of Changan Auchan X5 is both fashionable and powerful.

成都地区长安欧尚X5特价出售!特价6.89万,错过就没有

Changan Auchan X5 has a body size of 4490*1860*1580mm, a wheelbase of 2710mm, a front wheel track of 1580mm and a rear wheel track of 1595mm. The body lines are smooth and dynamic, and the tyre size is 225/50 R18. The wheels are fashionable and dynamic.

成都地区长安欧尚X5特价出售!特价6.89万,错过就没有

For the interior, Changan Auchan X5 adopts a simple and fashionable design style. The center console is equipped with a 10.25-inch touch screen and supports USB interface, so that entertainment and navigation functions are available. The steering wheel is made of leather, which provides better grip and comfort, and supports manual adjustment up and down to meet the driving needs of different drivers. In terms of seats, the main driver’s seat supports front and rear adjustment, backrest adjustment and height adjustment, while the co-pilot’s seat also supports front and rear and backrest adjustment. The rear seats can be laid down in proportion, further enhancing the flexibility of storage space. The seat material is a mix of leather and fabric, which is both comfortable and durable.

成都地区长安欧尚X5特价出售!特价6.89万,错过就没有

Changan Auchan X5 is equipped with a 1.5T L4 engine, with a maximum power of 138kW and a maximum torque of 300N m. With the 7-speed wet dual-clutch gearbox, it provides excellent power performance and smooth shifting experience.

To sum up, car home car owners have a very positive evaluation of Changan Auchan X5. He praised the sports design of the car, thinking that it is not only cheap, but also has a unique personality and design sense. In addition, he also emphasized that the chassis of this car has excellent training and excellent handling performance, making the driving experience both comfortable and sporty. The owner also affirmed the power and face value of Changan Auchan X5, and thought that these aspects were excellent. The owner hopes that this car can continue to maintain its excellent performance and accompany itself for a long time.