Xiaomi's "biting" Huawei: all in all

在以"生命永无止境"为主题的会议上，雷军称会议为"拐点之战"。在此之前，在小米新闻发布会的热身中，还有一句话："为了这场转折点的战争，我们已经等了十年。"。

At the conference with the theme of "endless life", Lei Jun called the conference "the battle of inflection point". Before that, in the warm-up of Xiaomi's press conference, there was another sentence: "we have been waiting for ten years for this turning point war.".

小米新闻发布会

Xiaomi press conference

毋庸讳言，对于当下的小米来说，在这个拐点背后，小米的两大抱负显露出来：

It goes without saying that for the current Xiaomi, behind this inflection point, two big ambitions of Xiaomi are revealed:

一是整体高端化，不仅是手机，更是将原生态商务笔记本、智能家居推向高端；

First, the overall high-end, not only the mobile phone, but also the original ecological business notebook, smart home to the high-end;

其次，就小米现有业务而言，也将正式涉足电动车领域，10年投资100亿美元，全部归小米所有。

Second, as far as the existing business of Xiaomi is concerned, it will also formally set foot in the field of electric vehicles, with an investment of US $10 billion in 10 years, all of which are owned by Xiaomi.

从低端到中高端，再到自主研发的芯片和智能汽车业务，小米在过去走过了一条曲折的道路。一时间，它失去了动力，处于被动防御状态。2019年，在小米cc9亲大会上，雷军说："希望大家像支持华为一样支持小米。"。

From low-end to medium and high-end, and then to self-developed chips and smart car business, Xiaomi has gone through a tortuous road in the past. For a time, it lost power and was in a passive defensive state. In 2019, at the cc9 Pro conference of Xiaomi, Lei Jun said, "I hope you support Xiaomi as much as Huawei.".

从2016-2019年小米的被动防御，到2020年的高端探索，小米终于"落地"，手机业务逐渐在高端市场站稳脚跟。

From the passive defense of Xiaomi in 2016-2019 to the high-end exploration in 2020, Xiaomi finally "landed", and the mobile phone business gradually gained a firm foothold in the high-end market.

据小米2020年财报显示，在小米11上市后的第一个月，超过50%的用户是小米的新用户。作为一款售价4000元的高端手机，这一数据显示小米的高端产品认知度有所突破。

According to the financial report of Xiaomi in 2020, more than 50% of the users in the first month after the listing of Xiaomi 11 are new users of Xiaomi. As a high-end mobile phone priced at 4000 yuan, this data shows that Xiaomi's high-end product recognition has broken through.

高端铺路已逐步稳定，"安卓科皇帝"、"安卓科之光"的称号即将出炉。混搭系列和澎湃芯片也成为小米的加分项目。

The high-end paving has been gradually stabilized, and the titles of "androcco emperor" and "androcco light" are about to come out. The mix series and surging chips have also become the bonus items of Xiaomi.

不过，最重的消息还是宣布"全面开工"建设。记者会结束时，雷军哽咽着说，造车将是他最后一个创业项目，他还将把自己的名誉全部押在生命上，为小米而战。

However, the heaviest news is still the announcement of "all in" construction. At the end of the press conference, Lei Jun choked that building a car would be his last entrepreneurial project, and he would also gamble all his reputation on life to fight for Xiaomi.

回到小米现有的产品业务，从高端旗舰、折页机到汽车业务，小米的业务已经变得五花八门，而且还与华为的消费业务重叠。

Back to Xiaomi's existing product business, from high-end flagship, folding machine to automobile business, Xiaomi's business has become a lot of variety, and it also overlaps with Huawei's consumer business.

2018年，雷军曾喊出"翻身华为"的口号。当时，小米的研发实力和制造能力与华为有很大差距，如今，在雷军宣布的"转折战"中，小米从站稳高端市场、进入折叠机到汽车业务，能赶上华为吗？雷军期待的转折点战役能否开花结果？

In 2018, Lei Jun once called out the slogan of "turning over Huawei". At that time, there was a big gap between Xiaomi's R & D strength and manufacturing capacity and Huawei's. Now, in the "turning point war" announced by Lei Jun, from standing firm in the high-end market, entering the folding machine to the automobile business, can Xiaomi catch up with shanghuawei? Can the turning point campaign Lei Jun is looking forward to bear fruit?

1. "咬"小米高端华为"

1. "Bite" Huawei, Xiaomi's high end

在3月底的新闻发布会上，小米发布了三款手机产品，分别是小米11 pro、小米11 ultra和小米混合折叠机。这三款产品的价格已经进入高端手机的行列。

At the press conference at the end of March, Xiaomi released three mobile phone products, namely Xiaomi 11 pro, Xiaomi 11 ultra and Xiaomi mix fold folding machine. The prices of these three products have entered the ranks of high-end mobile phones.

记者会信息显示，小米11 pro和ultra芯片采用的是snapdragon 888，这是目前旗舰的标准配置，没有更好的替代品；屏幕上是AMOLED E4的四曲线柔性屏幕，仍然是市场上最昂贵的屏幕。

According to the press conference information, Xiaomi 11 pro and ultra chips use snapdragon 888, which is the current flagship standard configuration, and there is no better alternative; on the screen is the four curve flexible screen of AMOLED E4, which is still the most expensive screen on the market.

不过，此次小米11Pro和ultra的关键升级在于图像系统和电池续航时间。

However, the key upgrade of Xiaomi 11 pro and ultra this time lies in the image system and battery life.

在成像系统方面，小米11pro和ultra都推出了尺寸为1/1.12英寸的GN2主摄像传感器。

In the imaging system, both Xiaomi 11pro and ultra launched GN2 main camera sensors with the size of 1 / 1.12 inch.

不同的是，小米11Pro配备了1300万像素、16mm超广角摄像头和50倍混合变焦镜头；小米11Ultra拥有三款主摄像比例的摄像头，分别是5000万像素的GN2、两款基于imx586传感器的4800万像素超广角长焦距镜头。

The difference is that Xiaomi 11 Pro is equipped with 13 million pixels, 16 mm ultra wide angle camera and 50 times hybrid zoom lens; Xiaomi 11 ultra has three cameras with main camera scale, namely GN2 with 50 million pixels, two 48 million pixels, ultra wide angle and long focus lens based on imx586 sensor.

这种叠加可以说是成像系统的重大升级。如果你不了解具体参数，对比一下，小米11 ultra在后置摄像头中的两个子摄像头是去年9月oppo Reno 4 pro旗舰的主摄像头。

This kind of stacking can be said to be a major upgrade of the imaging system. If you don't understand the specific parameters, by contrast, the two sub cameras of Xiaomi 11 ultra in the rear camera were the main cameras of oppo Reno 4 pro's flagship in September last year.

目前，根据第三方机构DxOMark的得分数据，小米11 ultra的得分为143分，超过华为高端mate 40 PRO+的139分。

At present, according to the score data of DxOMark, a third-party organization, Xiaomi 11 ultra has scored 143 points, surpassing the 139 points of Huawei's high-end mate 40 PRO +.

DxOMark跑步积分排名，来源DxOMark官方网站

DxOMark run points ranking, source DxOMark official website

在电池寿命方面，小米11 pro和ultra将原有的4600mah电池升级为5000mAh，将50W充电配置升级为67W，同时，小米在电池技术上借鉴了汽车电池，从氧化硅阳极电池开始，最终实现了更高的能量密度和更快的充电效率。

In terms of battery life, Xiaomi 11 pro and ultra have upgraded their original 4600mah batteries to 5000mAh, and upgraded their 50W charging configuration to 67W. Meanwhile, Xiaomi has made reference to automotive batteries in battery technology, starting with silicon oxide anode batteries, and finally achieved higher energy density and faster charging efficiency.

此次，小米还推出了折叠手机混叠，可谓"咬"了华为的折叠机。

This time, Xiaomi has also launched a folding mobile phone mix fold, which can be described as "biting" Huawei's folding machine.

除了公布的液体镜头和1亿台主摄像头外，最让人吃惊的是，作为一款折叠手机，小米混折的价格为9999元，比华为最新一代折叠机17999元的价格低了近50%。

In addition to the announced liquid lens and 100 million main cameras, the most surprising thing is that as a folding mobile phone, the price of Xiaomi mix fold is 9999 yuan, which is nearly 50% lower than the price of Huawei's latest generation folding machine of 17999 yuan.

在主要性能方面，小龙888和麒麟9000是同一款5nm芯片，但华为mate X2优于黑色技术，如水滴铰链、光学薄膜、碳纤维材料等，但在屏幕和摄像能力方面，华为mate X2弱于小米混叠。比如华为mate x2的后主摄像头只有5000万像素，屏幕上依然使用了三星原装折页机的材质。

In terms of main performance, Xiaolong 888 and Qilin 9000 are the same 5nm chips, but Huawei mate X2 is better than black technology, such as water drop hinge, optical film, carbon fiber materials, etc. However, in terms of screen and camera capabilities, Huawei mate X2 is weaker than Xiaomi mix fold. For example, Huawei mate x2's rear main camera has only 50 million pixels, and the material of the original Samsung folding machine is still used on the screen.

综上所述，小米折页机的整体性能并不远落后于华为折页机。

To sum up, the overall performance of Xiaomi folding machine is not far behind Huawei folding machine.

梳理新闻发布会的内容，我们可以发现，小米的高端产品线今年已经初具规模

Combing the contents of the press conference, we can find that Xiaomi's high-end product line has begun to take shape this year

小米10s售价3299元起，主打3000-4000元市场；

Xiaomi 10s, priced from 3299 yuan, focuses on 3000-4000 yuan market;

普通版小米11售价3999元起，市场上以4000-5000元为主；

The regular version of Xiaomi 11 is priced from 3999 yuan, mainly in the market of 4000-5000 yuan;

小米11pro版，售价4999元，市场主力售价5000-6000元；

Xiaomi 11pro version, the price of 4999, the main price of 5000-6000 yuan market;

小米11超版，起价5999元，主打6000-7000元市场；

Xiaomi 11 ultra version, starting from 5999 yuan, focuses on 6000-7000 yuan market;

小米混折，起价9999元，重点投放1万元以上的市场。

Xiaomi mix fold, starting from 9999 yuan, focuses on the market of more than 10000 yuan.

2021年小米高端手机

Xiaomi high end mobile phone in 2021

至此，在高端手机市场，小米手机已经完成了从3000元到7000元的全面布局。在尖端技术的探索上，小米mix系列车型不计投入成本，都担负着这项任务。

So far, in the high-end mobile phone market, Xiaomi mobile phone has completed a comprehensive layout from 3000 to 7000 yuan. In the exploration of cutting-edge technology, Xiaomi mix series models, regardless of the input cost, are responsible for the task.

回顾这条产品线的沉淀，可以说，这不仅是小米对以往手机线的总结，也是其对未来高端市场的规划。

Looking back on the precipitation of this product line, we can say that it is not only Xiaomi's summary of the past mobile phone lines, but also its plan for the future high-end market.

过去几年，小米把终极性价比的任务交给了红米，而小米的主打品牌则承担了高端市场的任务。

In the past few years, Xiaomi has left the task of ultimate cost performance to Hongmi, while Xiaomi's main brand has taken on the task of high-end market.

不过，一开始，小米的高端和红米的中低端并不顺利。后来，他们又重新进行产品打磨，并在业务系统中认真"补课"。只有小米9、小米10推出后，才在高端市场掀起波澜。

However, at first, the high-end of Xiaomi and the middle and low-end of Hongmi did not go well. Later, they returned to product polishing and seriously "made up lessons" in the business system. Only when Xiaomi 9 and Xiaomi 10 were launched did they make waves in the high-end market.

另一方面，小米在高端市场的成功主要得益于华为芯片供应的失败，影响了高端手机出货。

On the other hand, Xiaomi's success in the high-end market is mainly due to the failure of Huawei chip supply, which affects the high-end mobile phone shipment.

市场研究机构高德纳发布的《2020年第四季度全球手机销售报告》显示，第四季度华为手机出货量同比下降41.1%，全球市场份额从去年同期的14.3%降至8.9%。

According to the report on Q4 global mobile phone sales in 2020 released by market research firm Gartner, the Q4 Huawei mobile phone shipment fell 41.1% year on year, and the global market share fell to 8.9% from 14.3% in the same period last year.

由于华为麒麟芯片无法批量生产，库存有限，为了无限期延长华为手机的生命周期，我们只能采用节余生产的方法，即以有限的产能缓慢生产芯片，从而无限期延长华为手机的生命周期。

Due to the fact that Huawei Qilin chips can not be mass produced and the inventory is limited, in order to extend the life cycle of Huawei mobile phones indefinitely, we can only use the method of sparing production, that is, slowly producing chips with limited capacity, so as to extend the life cycle of Huawei mobile phones indefinitely.

华为的局限性成为小米进军高端市场的最佳契机。2020年2月，小米正式发布小米10系列手机。记者会上，雷军表示，小米手机将正式冲击高端市场。作为小米第一款冲击高端市场的手机，小米10的8GB+128GB版本起价为3999元，创下了小米数码旗舰运营商的纪录。

The limitation of Huawei has become the best opportunity for Xiaomi to attack the high-end market. In February 2020, Xiaomi officially released Xiaomi 10 series mobile phones. At the press conference, Lei Jun said that Xiaomi mobile phones will officially impact the high-end market. As Xiaomi's first mobile phone to impact the high-end market, Xiaomi 10's 8GB + 128GB version has a starting price of 3999 yuan, setting a record for Xiaomi digital flag carrier.

不过，与华为从一开始的高端路线相比，小米离华为还有很多品牌溢价，所以即使在配置相近的前提下，华为的价格还是会比小米高出很多，比如去年华为mate 40的价格还是比小米Ultra高出5000多元。

However, compared with Huawei's high-end route from the beginning, Xiaomi still has a lot of brand premium away from Huawei, so even under the premise of similar configuration, Huawei's price will still be much higher than Xiaomi's. For example, last year, the price of Huawei mate 40 was still more than 5000 yuan higher than that of Xiaomi Ultra.

长期以来，华为凭借麒麟9000芯片和洪梦系统证明了其强大的研发实力，也是华为在高端市场立足的基础。小米在高端市场的布局主要以成本和材料堆码为主，核心技术不在自己手中，这已经成为小米全面高端发展的障碍。

For a long time, Huawei has proved its strong R & D strength with Kirin 9000 chip and Hongmeng system, which is also the foundation of Huawei's foothold in the high-end market. Xiaomi's layout in the high-end market is mainly based on cost and material stacking, and its core technology is not in its own hands, which has become an obstacle to Xiaomi's comprehensive high-end development.

虽然小米在高端市场"咬"华为，想吃掉华为腾出的高端手机市场份额，但未来，小米要想真正在高端市场站稳脚跟，仅靠外部核心硬件显然是不够的。它需要突破技术力量，创造自己的核心组件。

Although Xiaomi is "biting" Huawei in the high-end market and wants to eat the market share of high-end mobile phones vacated by Huawei, in the future, if Xiaomi wants to really gain a foothold in the high-end market, it is obviously not enough to rely on external core hardware alone. It needs to break through its technical strength and create its own core components.

目前，小米澎湃的芯片已经重启，这说明小米也想在核心硬件上有所突破，但由于落后的差距，要跟上华为可能需要很多时间。

At present, Xiaomi's surging chips have been restarted, which shows that Xiaomi also wants to make a breakthrough in core hardware, but it may take a lot of time to keep up with Huawei because of its backward gap.

2冲高C1芯片释放，短板依然明显

2. Surging C1 chip released, short board is still obvious

时隔近四年，小米澎湃芯片又有了一个成品——澎湃C1。

After nearly four years, Xiaomi surging chip has a finished product again -- surging C1.

然而，该芯片并不是主流手机上的SOC芯片。C1是小米公司开发的ISP芯片。这种ISP芯片的功能主要用于图像处理。手机的功能是方便拍照，在后期的图像形成中有更好的效果。

However, this chip is not the SOC chip on mainstream mobile phones. Surging C1 is an ISP chip developed by Xiaomi. The function of such an ISP chip is mainly used for image processing. The function on mobile phones is to take photos conveniently and have better effect in the later image formation.

小米澎湃芯片C1，途远小米官微

Xiaomi surging chip C1, tuyuan Xiaomi official micro

目前，华为高端机型配备自主研发的5nm工艺SOC芯片，处于世界领先水平。

At present, Huawei's high-end models are equipped with self-developed 5nm process SOC chips, which is the leading level in the world.

这也是小米与华为在芯片层面的差距。小米既不能设计多个旗舰芯片，也不具备形成芯片生态的能力。小米也意识到了这个问题，已经开始加大研发投入。

This is also the gap between Xiaomi and Huawei in chip level. Xiaomi can neither design a number of flagship chips nor have the ability to form chip ecology. Xiaomi is also aware of this problem and has begun to increase investment in R & D.

2020年7月，雷军在《人民日报》撰文，5年投资500亿元。今年8月，雷军在小米成立10周年的讲话中提到，2020年小米的研发投入将超过100亿元。同时，雷军还为小米制定了"三大铁规"，即技术性、性价比和最酷的产品。11月，在小米开发者大会上，小米宣布2021年将扩招50%。

In July 2020, Lei Jun wrote an article in people's daily, with an investment of 50 billion yuan in five years. In August, Lei Jun mentioned in his speech on the 10th anniversary of Xiaomi that the R & D investment of Xiaomi in 2020 will exceed 10 billion yuan. At the same time, Lei Jun also set "three iron rules" for Xiaomi, which are technology-based, cost-effective and the coolest product. In November, at the Xiaomi developer conference, Xiaomi announced that it will expand its enrollment by 50% in 2021 00 engineers.

2014年，小米成立了一家名为pinecone electronics的公司。松果电子成立后，小米正式成立了澎湃芯片项目。

In 2014, Xiaomi set up a company called pinecone electronics. When pinecone Electronics was established, Xiaomi officially set up the surging chip project.

2015年4月，浪涌S1前端设计完成；

In April 2015, the front-end design of surging S1 was completed;

2015年7月，澎湃S1流拍；

In July 2015, surging S1 was streamed;

2015年9月，澎湃S1回归Android系统；

In September 2015, surging S1 returned to Android system;

2015年10月，澎湃S1进行样机验证；

In October 2015, pengpai S1 carried out prototype verification;

2016年3月，澎湃S1芯片命名；

In March 2016, surging S1 chip was named;

2016年12月，澎湃S1芯片量产；

In December 2016, surging S1 chip was in mass production;

2017年2月，小米正式发布澎湃S1。

In February 2017, Xiaomi officially released surging S1.

根据小米当时公布的澎湃S1的参数，澎湃S1采用了主频为2.2GHz的8核64位处理器、4核马里T860图形处理器、32位高性能语音DSP，并支持volte。

According to the parameters of surging S1 announced by Xiaomi at that time, surging S1 adopted an eight core 64 bit processor with a main frequency of 2.2GHz, a four core Mali T860 graphics processor, a 32-bit high-performance voice DSP, and supported volte.

不过，这款芯片与华为相比还有很大差距。核心参数方面，澎湃S1只有28nm工艺。同年9月，华为发布的麒麟970芯片已达到10nm工艺技术。目前，华为麒麟9000芯片已突破5nm工艺技术，芯片研发实力堪比高通。

However, there is a big gap between this chip and Huawei. In terms of core parameters, surging S1 only has a 28nm process. In September of the same year, the Kirin 970 chip released by Huawei has reached the 10nm process technology. Now, the Kirin 9000 chip of Huawei has broken through the 5nm process technology, and its chip R & D strength is comparable to that of Qualcomm.

这次，小米没有发布SOC芯片。也许是意识到研发难度太大，短时间内无法取得突破。因此，它开始从ISP芯片上取得突破。

This time, Xiaomi didn't release SOC chip. Maybe it realized that the research and development is so difficult that it can't make a breakthrough in a short time. Therefore, it began to make a breakthrough from ISP chip.

小米制造这样的芯片是因为移动成像系统的改进。长期以来，高通芯片的迭代速度缓慢，难以满足部分手机厂商对高性能成像的追求。小米单独生产ISP芯片，满足小米全面提升成像能力的要求。

Xiaomi makes such a chip because of the improvement of mobile imaging system. For a long time, the iteration of Qualcomm chip is slow, and it is difficult to meet the pursuit of high-performance imaging by some mobile phone manufacturers. Xiaomi makes ISP chip alone, which meets the requirements of Xiaomi's comprehensive improvement of imaging capability.

目前，小米自主研发的芯片系列有澎湃s系列和澎湃C系列。

At present, Xiaomi's self-developed chip series are exposed to surging s series and surging C series.

s系列开发SOC芯片。C系列，比如这次推出的ISP芯片，从C（摄像头）的命名开始，可能主要集中在摄像头领域的芯片上。

Surging s series develops SOC chips. C series, such as ISP chips launched this time, may mainly focus on chips in the field of camera from the naming of C (camera).

小米在核心技术领域的落后直接导致了手机在性能、散热、流畅性等方面的种种问题。雷军还表示，2017年以后，澎湃芯片的研发遇到了巨大的障碍，关键在于纳米工艺，很难赶上华为、高通、三星。

The backwardness of Xiaomi in the field of core technology has directly led to various problems in the performance, heat dissipation and fluency of mobile phones. Lei Jun also said that after 2017, the R & D of surging chips has encountered huge obstacles, and the key lies in the nano process, which is difficult to catch up with Huawei, Gaotong and Samsung.

小米的核心制造可以说是一个缓慢的举动。一方面是行业内专利壁垒的限制，没有人愿意分享技术；另一方面，以互联网模式起步的小米缺乏对核心技术的关注和专利储备。

Xiaomi's core making can be said to be a slow move. On the one hand, it is the limitation of patent barriers in the industry, and no one is willing to share technology; on the other hand, Xiaomi, which started with the Internet mode, lacks attention and patent reserves in hard core technology.

在科技领域，小米一直试图突破自身瓶颈，依靠中国。

In the field of technology, Xiaomi has been trying to break its own bottleneck and rely on China.

不过，就小米的硬核技术而言，目前只有一款澎湃C1芯片达到了登陆阶段。即便如此，小米还是用了4年时间才让这个春天到来。

However, in terms of millet hard core technology, only one surging C1 chip has reached the landing stage so far. Even so, it took Xiaomi four years to make surging C1 come this spring.

2020年11月，雷军在亚布力出席第二十届中国企业家论坛年会。针对小米的无技术论，雷军坦言"这个问题很难直接回答"，并没有说明更具体的应用技术。

In November 2020, Lei Jun attended the 20th annual meeting of China Entrepreneurs Forum in Yabuli. In response to Millet's no technology theory, Lei Jun said frankly that "this question is difficult to answer directly" and did not explain more specific application technologies.

雷军在亚布力中国企业家论坛、吐源亚布力官方微博

Lei Jun in Yabuli China entrepreneur forum, tuyuan Yabuli official micro blog

除了澎湃C1，雷军在小米新品发布会上还提到了两大技术话题。一是小米路由器多线圈散热的技术处理，二是与三星合作开发的GN2底部传感器，但具体情况未透露。

In addition to surging C1, Lei Jun mentioned two main technical topics at the new Xiaomi product launch. One is the technical treatment of multi coil heat dissipation in Xiaomi router, and the other is the GN2 bottom sensor developed in cooperation with Samsung, but the specific situation was not disclosed.

尽管小米推出了ISP芯片，但小米的核心制造实力仍比华为低几个数量级，未来10年，在技术领域补课仍将是小米研发的重点。

Despite the release of Xiaomi's ISP chip, Xiaomi's core making strength is still several orders of magnitude lower than Huawei's. in the next 10 years, making up lessons in the technology field will still be the focus of Xiaomi's research and development.

三。押注造车：雷军最后一个创业项目

3. Bet on making cars: Lei Jun's last venture project

对于手机制造商来说，攻击汽车行业并不是什么新鲜事。在此之前，华为已经进入汽车领域，但华为没有宣布自己的汽车制造，而是通过提供一系列的软硬件服务来扩大汽车领域。

It's nothing new for mobile phone manufacturers to attack the automotive sector. Before that, Huawei had already entered the automobile field, but instead of announcing its own car making, Huawei increased the automobile field by providing a series of software and hardware services.

早在2009年，华为就开始研发车载模块。到2014年，华为已与东风、长安车展在驾驶网络化、智能化方面展开合作。2016年还与奥迪、宝马、爱立信、诺基亚、高通等企业建立了5g汽车联盟。

As early as 2009, Huawei began to research and develop on-board modules. By 2014, Huawei has cooperated with Dongfeng and Changan Auto Show in driving networking and intelligent vehicles. In 2016, it also established 5g automobile alliance with Audi, BMW, Ericsson, Nokia, Qualcomm and other enterprises.

与此同时，华为的"造车"也进入了自动驾驶领域。2018年，华为发布了mdc600自动驾驶仪计算平台，可支持L4级自动驾驶仪计算能力，计算平台芯片为华为自主研发的AI芯片安腾310。

At the same time, Huawei's "car making" has also entered the field of automatic driving. In 2018, Huawei released the mdc600 autopilot computing platform, which can support L4 level autopilot computing capability, and the chip of the computing platform is the AI chip Itanium 310 independently developed by Huawei.

去年底，华为还发布了智能解决方案"hicar"。作为一款以智能手机为核心的车机互联解决方案，hicar可以接入华为的人工智能、语音、计算机视觉等功能，同时可以调用车速、方向盘转角、档位模式、车辆环境光照传感器、空调、车窗等车身数据，喇叭和其他车身控制部件。

At the end of last year, Huawei also released the intelligent solution "hicar". As a vehicle engine interconnection solution with smart phones as the core, hicar can access Huawei's capabilities in AI, voice, computer vision, etc. at the same time, it can call the vehicle body data including speed, steering wheel angle, gear mode, vehicle ambient light sensor, as well as air conditioning, window, horn and other body control components .

显然，hicar是鸿蒙OS在汽车领域的延伸，华为也作为服务商与汽车厂商合作。据华为称，2021年预装机型数量将达到500万台。

Obviously, hicar is the extension of Hongmeng OS in the automotive field, and Huawei is also cooperating with the car manufacturers as a service provider. According to Huawei, the number of pre installed models will reach 5 million in 2021.

看着华为、苹果等走到尽头，小米显然不想放过这块蛋糕。

Watching Huawei, apple, etc. come to an end, Xiaomi obviously doesn't want to let go of this cake.

小米将成立全资子公司生产汽车。它也是唯一一家正式公布汽车制造的手机制造商。

Xiaomi will set up a wholly-owned subsidiary to build cars. It is also the only mobile phone manufacturer that officially publicizes the construction of cars.

小米汽车发布公告，途远小米官方微信

Xiaomi car making announcement, tuyuan Xiaomi official micro

据腾讯新闻"千旺"报道，小米一位高管提到，华为已经成为小米决定造车的一个重要因素。

According to Tencent News "Qianwang", a Xiaomi executive mentioned that Huawei has become an important factor in Xiaomi's decision to build a car.

"在之前的内部会议上，我们也讨论了华为是否会重返主流手机阵营。如果华为回来，将给小米带来很大压力，小米已经将一部分精力分散在汽车制造上。但从目前的形势和全球高端芯片供应来看，华为想重返主流手机领域的可能性微乎其微。应该说，这是小米敢于在手机和汽车两个领域同时作战的最重要原因之一。"该人士说。

"In previous internal meetings, we also discussed whether Huawei will return to the mainstream mobile phone camp. If Huawei comes back, it will put a lot of pressure on Xiaomi, who has already scattered part of his energy to build cars. But judging from the current situation and the global supply of high-end chips, the possibility that Huawei wants to return to the mainstream mobile phone field is slim. It should be said that this is one of the most important reasons why Xiaomi dares to fight in both mobile phone and automobile fields at the same time. " The person said.

值得注意的是，在昨天的新闻发布会上，小米发布了一款搭载全套小米智能家居的实验房车，这款房车也堪称小米制造的"第一辆车"。

It is worth noting that at yesterday's press conference, Xiaomi released an experimental RV with a full set of Xiaomi smart home, which can also be regarded as the "first car" made by Xiaomi.

这或许意味着，未来小米车不仅要搭载小米软件系统，还要在硬件设备上运用小米生态链设备，从内到外打造一辆小米车。

This may mean that in the future, Xiaomi car will not only carry Xiaomi software system, but also use Xiaomi ecological chain equipment in hardware equipment to build a Xiaomi car from inside to outside.

为了造车，小米一期投资100亿元，未来10年投资100亿美元。小米集团CEO雷军也将出任智能电动车业务CEO。

In order to build cars, Xiaomi will invest 10 billion yuan in the first phase and 10 billion US dollars in the next 10 years. Lei Jun, CEO of Xiaomi group, will also be the CEO of intelligent electric vehicle business.

对于这一业务，雷军表达了小米汽车制造的巨大不确定性

Regarding this business, Lei Jun expressed the great uncertainty of Xiaomi's car making

一方面，小米涉足软硬件领域，了解互联网模式，能轻松造车。另一方面，汽车产业复杂，投资上百亿元，研发周期长，至少需要3-5年。

On the one hand, Xiaomi has set foot in the field of software and hardware, understands the Internet model, and can easily build a car. On the other hand, the automobile industry is complex, with tens of billions of yuan of investment and a long R & D cycle, which takes at least 3-5 years.

雷军承认，这对他自己和小米来说都是一个非常冒险的决定，并表示在过去的三个月里，这是他"最痛苦的时期"。

Lei Jun admitted that it was a very risky decision for himself and Xiaomi, and said that in the past three months, it was his "most painful period".

雷军也很担心小米的团队是否有创业时的体力、毅力和勇气，因为汽车制造业非常复杂。

Lei Jun is also worried about whether Xiaomi's team can have the physical strength, perseverance and courage when they started a business because the car making business is so complex.

对于雷军本人来说，汽车制造业的风险也很大。有了稳定成熟的小米业务，雷军可以选择像黄峥一样撤退，离开前线，留在幕后。

For Lei Jun himself, the car manufacturing business is also very risky. With the stable and mature Xiaomi business, Lei Jun can choose to retreat like Huang Zheng, leave the front line and stay behind the scenes.

另一方面，如果小米不造车，可以挽救小米在手机业务上已经取得的巨大成就。如果造不出一辆车，雷军将不可避免地"丧命"。

On the other hand, if Xiaomi doesn't build a car, it can save Xiaomi's already great achievements in mobile phone business. If it fails to build a car, Lei Jun will inevitably "lose his life.".

在记者招待会的最后，雷军甚至表达了"把所有的鸡蛋都放在一个篮子里"的精神，"将用自己所有的名誉为小米而战"。

At the end of the press conference, Lei Jun even expressed a spirit of putting all his eggs in one basket and "will gamble all his reputation to fight for Xiaomi".

华为还专注于汽车行业。根据36氪此前的报告，华为消费者BG正在与智能汽车解决方案Bu进行整合。华为消费业务CEO于成东负责。

Huawei has also focused on the automotive sector. According to 36 krypton's previous report, Huawei consumer BG is integrating with Bu, a smart car solution. Yu Chengdong, CEO of Huawei's consumer business, is in charge.

据腾讯讯讯"千旺"消息，虽然小米车名义上是雷军的CEO，但具体操作层面由王川负责。目前，王川领衔的造车团队已集中力量打造小米移动互联网产业园。几家小米内部团队的负责人已经调到a栋，其中不少是20级以上的管理人员。

According to Tencent News "Qianwang", although Xiaomi car is nominally CEO of Lei Jun, the specific operation level is in the charge of Wang Chuan. At present, the car building team led by Wang Chuan has concentrated on building a of Xiaomi mobile Internet Industrial Park to work together. The heads of several Xiaomi internal teams have been transferred to building a, many of which are management personnel above level 20.

在小米内部，各个部门的工作人员也在努力加入造车队伍。虽然集团还没有发布招聘和内部提拔的消息，但几乎所有人都做好了搬家的准备，因为自从建车消息公布后，这个部门一定是公司的核心。同时，小米也开始在各大汽车企业的相关公司招人。

Inside Xiaomi, the staff of various departments are also trying to join the car building team. Although the group has not released the news of recruitment and internal promotion, almost everyone is ready to move, because since the car building has been announced, the Department must be the core of the core in the company. At the same time, Xiaomi has begun to recruit people in the companies related to major car enterprises.

至于外部供应链，据新浪科技称，供应链及其合作伙伴表示，小米在供应链上寻求合作资源。

As for the external supply chain, according to Sina Technology, the supply chain and its partners said that Xiaomi was seeking cooperation resources in the supply chain.

腾讯的深圳网引述业内人士的话说，小米的造车逻辑与华为是一样的，作为一个积累了大量C端客户的消费电子品牌，小米和华为在汽车领域只需要拥有1/1万的转化率。

Tencent's shenzhen.com quoted industry sources as saying that Xiaomi's car making logic is the same as Huawei's. as a consumer electronics brand accumulating a large number of C-end customers, Xiaomi and Huawei only need to have a conversion rate of 1 / 10000 in the automotive field.

在手机厂商中，小米、华为和苹果面临的共同难题是模式选择和供应链解决方案。与手机领域相比，汽车行业更加成熟，头部品牌效应也非常明显。

Among the mobile phone manufacturers, the common difficulties faced by Xiaomi, Huawei and apple are mode selection and supply chain solution. Compared with the mobile phone field, the automotive industry is more mature, and the head brand effect is also very obvious.

在此之前，苹果寻求现代、戴姆勒等企业进行OEM的模式屡屡受挫，江淮等低端品牌势必影响小米在汽车领域的品牌形象和制造水平。

Before that, Apple's mode of seeking Hyundai, Daimler and other companies to carry out OEM has been repeatedly frustrated, and the low-end brands such as JAC will inevitably affect Xiaomi's brand image and manufacturing level in the automotive field.

不过，与华为相比，小米的短板非常明显。从"车东西"整理出的小米汽车专利情况来看，小米在汽车领域的研发专利主要体现在智能驾驶舱和驾驶安全方面。在硬件产品乃至汽车芯片方面，小米仍是短板，而华为在智能电动车行业拥有全链条技术。

However, compared with Huawei, Xiaomi's short board is very obvious. According to the patent situation of Xiaomi's automobile sorted out by "Che Dong Xi", Xiaomi's R & D patents in the automobile field are mainly reflected in the aspects of intelligent cockpit and driving safety. In hardware products and even car chips, Xiaomi is still a short board, while Huawei has full chain technology in the intelligent electric vehicle industry.

小米汽车相关专利，途远"车物"

Xiaomi automobile related patents, tuyuan "car things"

从目前来看，虽然华为不打算造车，但其掌握的技术在智能电动汽车产业中起着至关重要的作用，特别是L4自动驾驶方面的技术积累，可能成为未来智能汽车产业的核心。

From the current point of view, although Huawei is not going to build cars, the technologies it has mastered play a vital role in the intelligent electric vehicle industry, especially the technology accumulation in L4 automatic driving, may become the core of the intelligent automobile industry in the future.

这也意味着，在智能汽车领域，小米与华为还有一定的竞争，而这些竞争在未来的智能汽车发展过程中会越来越明显。

This also means that in the field of intelligent vehicles, Xiaomi still has some competition with Huawei, and these competition will become more and more obvious in the process of intelligent vehicles in the future.

回顾过去华为与小米的竞争，从低端品牌到高端市场，华为始终比小米更受欢迎。现在这场战争已经蔓延到折叠手机和汽车领域，它们之间的竞争将更加激烈。

Looking back on the competition between Huawei and Xiaomi in the past, from the low-end brands to the high-end market, Huawei has always been more popular than Xiaomi. Now the war has spread to the folding mobile phone and automobile fields, and the competition between them will be more fierce.

Link：https://new.qq.com/omn/20210331/20210331A09S6600.html

update time：2021-03-31 18:34:34