Regardless of whether ZTE does not build a car, its main strategy of the Internet of Everything will not change. No matter what it does, there is only one goal, that is, to kill a group of dark horses on the stage of the Internet of Things.
In the case of large-scale enclosures, research and development of three electric technologies, and even mergers and acquisitions of car manufacturers, ZTE Corporation (hereinafter referred to as "Zhongxing") is it necessary to build a car? The author got different conclusions from the two internal management personnel of ZTE. One statement is that “Zhongxing has such a thing in the carâ€, and the other is “this is just a mergerâ€. The interview was deadlocked, and the more ambiguous the resignation, the more people wanted to speculate on the strategic layout of the company.
Have you been robbed of business by Gree?
By chance, the reporter chatted with a person in charge of ZTE's new energy research and development department and learned about the heavy news that ZTE had to build a car. He was amazed at the secret contest between ZTE and Gree.
When Gree made the news of the car in the industry, he signed the "Project Cooperation Framework Agreement" with the Zhuhai Municipal Government almost at the same time, and the factory area was adjacent to the Gree factory, and even the scale of ZTE was even bigger than the Gree. According to the person in charge, ZTE had to cooperate with Yinlong in the field of new energy vehicles. However, it was robbed by Miss Dong (Gregory Electric Chairman and President Dong Mingzhu) at several times the price. Door business. Due to the restrictions of the listed company system, ZTE, which originally had sufficient funds, could not arbitrarily deposit money according to the bid of Party A, so they could only choose to make concessions.
However, the final ZTE project was still settled. It is understood that in February this year, ZTE and the Zhuhai Municipal Government signed the "Project Cooperation Framework Agreement", which will locate the production base of ZTE New Energy Vehicle in Zhuhai, covering an area of ​​1,300 mu, which will be constructed in two phases and will break ground at the end of 2016. It is expected that the first phase of the project will achieve an annual production capacity of 10,000 new vehicles for new energy buses. In addition, new energy passenger vehicles are planned to be produced in the future. It is estimated that the output value of the project will reach 100 billion yuan.
Of course, only this three-third land and dreams are not enough. It is not an easy task to build a car. For ZTE, which will build a new energy vehicle, it should at least solve the production qualification of vehicle manufacturing, supporting power batteries, Technical problems such as point machine and electronic control. However, according to the person in charge, ZTE has already solved the problem of production qualification, and its subsidiary ZTE has also begun to develop and produce power batteries. In addition, the motor and electronic control technology are independently developed.
From this point of view, there are already important factors in the manufacture of vehicles such as qualifications, production bases, technology, and capital reserves. Therefore, it seems that ZTE’s car-making has already won.
"This is just a merger."
However, when the reporter wanted to learn more about ZTE’s car-making plan, the person in charge of another new energy sector of the company denied the above news on the phone, including the case of Miss Dong’s business. People denied it, "This is two different (M&A) car manufacturers."
"This is just a merger." The person in charge responded to the author about ZTE's car-making. According to reports, ZTE acquired the Guangtong bus. Therefore, the qualification for the car was also owned by Guangtong Bus.
Then, why should ZTE also circle a new energy vehicle production base in Zhuhai? The person in charge told the reporter that ZTE has been paying attention to the new energy vehicle sector and has made great investments in technology and research and development. ZTE has its own understanding of the car. "Our idea is that under the wave of the Internet, the car is only used as the terminal of the network. Our main strategy is still the Internet of Everything." The person said that the purpose of the enclosure is to carry out mobile internet technology on existing models. Upgrade.
The reason why it has played cross-border is to "make the network and high-tech technology integrated into the car after cross-border to the new energy vehicle field, and promote the Internet of Things technology." He believes that traditional domestic and foreign car companies Most of the focus points are on the four major processes of building a car, and there is no advantage in the integration of the network. ZTE has many years of reserve power in network technology, and has entered the field of new energy commercial vehicles through mergers and acquisitions. It has greatly promoted the popularization of new technologies, and can form a large market competition through differentiated cross-border combinations. force.
However, for the case of ZTE's car-making, the person in charge said that the technical accumulation of the four major crafts is a very long process, and that ZTE's development strategy is "efficient." In the future, car networking and autonomous driving technologies will gradually become popular, and traditional car companies have certain limitations in these technologies. ZTE, as a technology-intensive enterprise and cooperation with traditional car companies, will help new technologies in the automotive field. Promotion.
If ZTE really makes a car...
For ZTE to build a car, the reporter got different opinions from the insiders of ZTE, and each viewpoint has its rationality for its existence and development. Regardless of whether it is wrong or not, it seems to reporters that if ZTE really wants to build a new energy bus, there is also the inevitability of development.
For a listed company that has been deeply involved in the field of communications for more than 30 years, it has already had a certain amount of capital reserves in the field of building cars. In the field of battery, motor and electronic control, ZTE has accumulated many years of R&D technology in the field of communication. It should be known that the technology required for new energy vehicle equipment has many things common to the technology required for communication equipment, for example, The built base station equipment technology and the new energy vehicle electronic control technology can be penetrated. In addition, especially in terms of batteries, ZTE invested in ZTE's subsidiary as a subsidiary to develop lithium-ion battery technology.
In addition, with the wide application of the Internet in the automotive field, compared with the traditional car companies, ZTE has more advantages in the development and application of the Internet of Vehicles technology, and in line with the trend of market development. In the supporting application of new energy vehicle charging, ZTE has already begun to lay out the development and production of wireless charging technology and charging piles.
Of course, it is not a matter of time to build a car, nor can it be carried out smoothly with qualifications, technology and capital. It is a reserve of technology and strength for decades or even centuries. In the field of new energy passenger vehicles, domestic and foreign automakers have already encircled them, and if a company that does not have any experience in manufacturing cars wants to enter, I am afraid it will only hit the wall.
However, in the field of new energy buses, in the view of Jia Xinguang, a well-known media person in the automotive industry, there are already thousands of bus companies to share the cakes in the market. However, there are very few companies that have independent research and development capabilities, mostly assembled. product. If ZTE wants to enter the new energy bus market by virtue of its independent research and development capabilities, it still has certain potential. However, if ZTE really wants to build a car, it must develop innovative bus products and have a certain price advantage in order to occupy a position in the highly competitive new energy bus market.
Cross-border cars must be fixed first
Under the wave of "Internet +" era, cross-border car-making is just as common as O2O companies have sprung up, whether it is the Internet giant BAT, the technology giant Apple, or the home appliance manufacturer Gree, wants to bathe policy. Spring breeze, but the fact is that cross-border vehicles are not necessarily the case, and it is the key for companies to set their own positions.
Previously, Apple, which had been making a strong car, digged the Tesla corner and dried out the concept car, but eventually it smacked its face and announced the termination of the car-making plan and began to make a low-key move into the field of automatic driving. Indeed, Apple has only innovative technologies in the Internet field, but compared with the need to build enough technology and experience to build a car, it is an illusion of a glimpse of the leopard.
In contrast, Huawei, which has been high-profile for the car giant BMW, Audi and other luxury car companies to transport a variety of vehicle technology, was questioned by the industry to build a car, the so-called "often walking along the river, there are non-wet shoes", but Huawei However, it is firmly denied that "Huawei's core competence is to build connections. We have provided car networking solutions for many years ago to serve car brands such as Mercedes-Benz, BMW and Audi. We are also members of the 5G Auto Alliance, which mainly contributes to 5G technology. A Huawei insider said, "The car is not our main channel, we will not deviate from the main channel business."
From this point of view, cross-border car making is an adventure, but in the final analysis is to promote the transformation and upgrading of traditional cars to Internet cars. On the road of transformation, companies in various fields can play different roles, as long as they do their jobs. There will be a broad market prospect.
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