"HarmonyOS will start public testing on October 8th" "Loss of 30,000 yuan for each ZhiJie R7 sold"...
On September 24th, Huawei held an autumn all-scenario new product launch event, showcasing several new products including smartwatches, smart speakers, routers, smart screens, and ZhiJie R7.
At this launch event, the ZhiJie R7 shifted from a formal pre-order to an "early" market launch. Some industry insiders believe this reflects Huawei's and Chery's integration capabilities, supply capabilities, assurance capabilities, delivery capabilities, and intelligence capabilities in the automotive industry chain. It also implies that the previously rumored cooperation frictions between the two parties have been resolved, and they have reached a consensus in their collaboration.
Regarding the news that the pure HarmonyOS system will start public testing on October 8th, some communication analysts believe that in the short term, the pure HarmonyOS system will not significantly impact users' perception, but the system will gradually achieve mobile interconnection of more devices, greatly expanding the field of smart terminals and bringing users a smoother experience of interconnected everything.
As the public testing of "pure HarmonyOS" is imminent, the first batch of public test models has been announced.
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As the first new product to appear at this launch event, the Huawei WATCH GT 5 series smartwatch is the first to carry the Xuanji perception system, which supports monitoring of over 60 sports health indicators and over 100 sports modes.
Huawei's CEO of the Terminal Business Group, He Gang, revealed that Huawei's smart wearable shipments have exceeded 150 million units to date. In the smart wearable market, Huawei continues to perform well. Data from the "China Wearable Device Market Quarterly Tracking Report" released by market research institution IDC shows that in the second quarter of 2024, Huawei's wristband device shipments reached 88.83 million units, accounting for 20.3% of the global market share, with both shipments and market share ranking first globally.
Ma Jihua, founder of Darui Consulting and a senior analyst in the communication industry, told a reporter from Shell Finance that Huawei's watches have a long battery life and seamless connection capabilities with other Huawei devices, which are important aspects that attract users. At the same time, the watch has a strong value in expressing taste, and Huawei's brand effect is more prominent.
"69,999 yuan!" When Huawei's Executive Director, Chairman of the Terminal BG, and Chairman of the Intelligent Automotive Solution BU, Yu Chengdong, announced the price of the Huawei Smart Screen V5 Max 110, the audience on the scene exclaimed at such a high price. It is reported that the Huawei Smart Screen V5 Max 110 uses a 110-inch ultra-large screen with a border of 1.2mm, adopts a Super MiniLED screen, and is also equipped with AI enhancement and light-sensing enhancement, which can enhance the picture quality.
Ma Jihua believes that the sales volume of ultra-large TVs will not be too large, mainly used to complement the product line and meet the needs of special users. The HarmonyOS system enables Huawei's smart screens to call on each other's capabilities with computers, making it more competitive in the high-end market.At the press conference, Yu Chengdong also brought the latest news of "pure-blood HarmonyOS": HarmonyOS NEXT will officially start public testing on October 8th, with the first batch of public test models including the Huawei Mate 60 series, Huawei Mate X5 series, and Huawei MatePad Pro 13.2 series.
What does the official start of public testing of pure-blood HarmonyOS mean for users and developers of software and hardware? Ma Jihua believes that in the short term, the pure-blood HarmonyOS system will not have a significant impact on users' perception, but the system will gradually achieve mobile interconnection of more devices, greatly expanding the field of smart terminals and bringing users a smoother experience of interconnected everything. At the same time, as the number of HarmonyOS users increases, more developers will be attracted to join, which will lead to the birth of more good applications, and may even promote the innovation of more types of smart terminals, thereby bringing about the great development of smart office and smart home.
The "early" launch of the ZhiJie R7, Yu Chengdong again mentioned the loss of selling cars
At the press conference site, Yu Chengdong also announced the official launch of the ZhiJie R7, with the new car launching Pro, Max, and Ultra versions, with a price range of 259,800 to 339,800 yuan.
Before Yu Chengdong warmed up on social platforms, he said that the press conference on September 24th was the day when ZhiJie R7 officially started to make a big order. Regarding this "change of mouth" to officially launch, Qi Haichao, the president of Beijing Te Yi Sunshine New Energy, believes that the early launch of ZhiJie R7 is a reflection of Chery's integration capabilities, supply capabilities, guarantee capabilities, and delivery capabilities in the automotive industry chain. At the same time, Huawei's empowerment of Chery's intelligence also played an important role.
Previously, Huawei and Chery have been rumored to have frictions in cooperation. Zhang Xiang, the secretary-general of the International Intelligent Transportation Technology Association, believes that the smooth launch of ZhiJie R7 means that the two parties have reached a consensus in cooperation, "Now their goal is the same, that is, to make this car well."
However, regarding the delivery issue, Yin Tongyue, the chairman of Chery Automobile, also expressed "concern" in the recorded video, "According to the current orders, it poses a challenge to our production capacity." Yin Tongyue said that Chery will work closely with Huawei to ensure the delivery of ZhiJie R7.
At the press conference, Yu Chengdong once again mentioned "losing money by selling cars", saying that for every ZhiJie R7 sold, Huawei will lose 30,000 yuan. A month ago, at the Huawei HarmonyOS Smart Travel New Product Press Conference, Yu Chengdong also said that for every new M7 Pro sold, it would lose more than 20,000 yuan, close to 30,000 yuan.
Regarding the profitability of ZhiJie R7, Yu Chengdong said, "I hope that in the future, when the scale of ZhiJie R7 increases, we can work with Chery to reduce costs and not lose money. This year, it is definitely a loss."
Zhang Xiang said that losing money is a common phenomenon in the automotive industry. A car needs to make a lot of investments in the early stages of research and development, in addition to research and development costs, management costs, market marketing, and sales networks all require significant investments. "The first year will definitely not reach its scale economic level, generally speaking, it can start to make a profit by selling 200,000 units a year."Yu Chengdong previously stated that the ZhiJie R7 would compete with the Model Y with specifications that surpass the Model X. At this press conference, Yu Chengdong presented a comparison of various data points between the ZhiJie R7 and the Model Y, including vehicle length, cabin effective space, quietness, trunk space, drag coefficient, driving range, zero-to-hundred acceleration, and electric motor speed. He repeatedly emphasized, "We are better than the best."
From the comparative data, the ZhiJie R7 outperforms the Model Y in several aspects. For instance, in terms of cabin effective space, the ZhiJie R7 measures 3670mm, while the Model Y measures 3435mm. In terms of driving range, the base version of the ZhiJie R7 has a range of 667km, whereas the base version of the Model Y has a range of 554km.
Why is ZhiJie entering the coupe market? Zhang Xiang believes that the coupe market is a relatively small niche market, with most products focused on sedans, SUVs, and MPVs. Although the mass market has a large volume of sales, the competition is also fierce. Huawei's entry into the coupe market not only highlights the distinctiveness of Huawei's "Zhi" series products but also avoids internal competition among Huawei-branded automobiles.
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