Huawei Cars – Will they copy Xiaomi or Apple?

From FutureAZA.

Links from today’s show:
On November 30, GAC and Huawei held a signing ceremony to jointly create a new high-end smart new energy vehicle brand in addition to GAC Aion, GAC Trumpchi, and GAC Hyptec.

Huawei and GAC will jointly create a high-end smart new energy vehicle brand

Apple in February 2024 canceled the Apple Car project and has ceased all work on an autonomous, electric vehicle. Apple no longer intends to come out with an Apple Car. The approximately 2,000 employees working on the car were reassigned to Apple’s generative AI team, laid off, or sent to other divisions within the company.
https://www.macrumors.com/roundup/apple-car/

The Dyson Automotive team have developed a fantastic car; they have been ingenious in their approach while remaining faithful to our philosophies. However, though we have tried very hard throughout the development process, we simply cannot make it commercially viable.
https://www.dyson.com/automotive
https://www.dyson.com/discover/innovation/rethinking-technology/dyson-battery-electric-vehicle

Dyson has scrapped its electric car project
https://www.bbc.com/news/business-50004184

Chinese Apple rival Xiaomi’s big bet on EVs looks like it is paying off. The SU7 EV has proven a hit in China, and even attracted praise from Ford CEO Jim Farley. The tech giant said it surpassed its 100,000 annual sales target for the SU7 by November.
https://www.businessinsider.com/xiaomi-raises-target-for-su7-ev-amid-booming-sales-2024-11

Cars running on all-electric battery power include high-tech operational systems that are dramatically different from gas-powered setups. EVs are highly dependent on software–not just the infotainment system or within the touchscreen, but from bumper to bumper.
https://www.popsci.com/technology/ev-software-bugs/

In the race to catch Tesla, some have underestimated the Silicon Valley automaker. William Boston reports in the Wall Street Journal, “For years, industry leaders and analysts pointed to the German [automakers] as evidence that, once unleashed, the old guard’s raw financial power paired with decades of engineering excellence would make short work of Elon Musk’s scrappy startup.”

WSJ: Electric Vehicles Are More Software Than Hardware

Cariad, the software division of Volkswagen Group, has been mired in controversy since its beginning. It was first created by former CEO Herbert Diess, who could see that having Porsche, Audi, Bentley, Volkswagen, and the other brands within the group all developing their own software platforms would be an inefficient use of resources. Better to create a separate division that would develop a common system that would serve the needs of all the companies in the vast Volkswagen empire.

Chaos At Volkswagen’s Cariad Division May Lead To Delays & Job Cuts

The Volkswagen Group’s in-house software division has dealt with countless delays, layoffs, reorganizations and other setbacks since its founding in 2020. Its very name has become a kind of shorthand for the entire industry’s difficulties with, well, making anything that doesn’t revolve around an engine and a transmission.
https://insideevs.com/news/724619/rivian-volkswagen-explained-cm/

Rivian and venture will initially focus on developing next-generation EV architecture and software technology but could shift to other EV tech such as battery modules.
https://www.caranddriver.com/news/a61421276/volkswagen-rivian-investment-development/

Who is Huawei?
https://www.huawei.com/en/corporate-information

The GAC Auto Group
https://en.wikipedia.org/wiki/GAC_Group

GAC Group is set to create an electric car marque in partnership with Huawei, as the demand grows for smart and connected vehicles in China, the world’s largest vehicle market.
https://www.chinadaily.com.cn/a/202412/02/WS674d2beba310f1265a1d08ff.html

Guangzhou Automobile (GAC) Shares Surge After Disclosing Plans for Huawei EV Partnership
https://www.morningstar.com/news/dow-jones/202412011298/guangzhou-automobile-shares-surge-after-disclosing-plans-for-huawei-ev-partnership

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