Huawei’s smart car tech offers automakers route to China sales
华为智能汽车技术为汽车制造商提供中国销售途径
BEIJING, April 26 – It’s taken Huawei just four years to become a force in smart car technology, navigating the devastation of trade sanctions on its smartphones business while simultaneously developing a driver assistance system that is the darling of the Beijing auto show.
北京4月26日 – 华为仅用了四年时间就成为智能汽车技术的一支力量，在应对贸易制裁对其智能手机业务的破坏的同时，开发了一款驾驶辅助系统，这是北京车展的宠儿。
Huawei Technologies (HWT.UL) has two huge booths at this week’s event, and there are at least seven Chinese automakers touting its Qiankun installed in their cars as the most sophisticated advanced driving assistance system (ADAS) to date.
华为技术有限公司（HWT.UL）在本周的展会上有两个巨大的展位，至少有七家中国汽车制造商吹捧其汽车上安装的“乾坤”是迄今为止最先进的高级驾驶辅助系统（ADAS）。
Even Germany’s Volkswagen will equip its China-made, China-bound Audi Q6L e-tron with Qiankun upon the car’s 2025 launch, in Huawei’s first deal with a foreign automaker, two people with knowledge of the matter told Reuters.
两位知情人士告诉路透社，即使是德国大众汽车也将在2025年推出时为其中国制造的中国奥迪Q6L e-tron配备乾坤，这是华为与外国汽车制造商的首笔交易。
Nissan (7201.T), opens new tab CEO Makoto Uchida’s interest was piqued too as he visited a Huawei booth and listened to representatives explain the systems developed for the Seres (601127.SS), opens new tab car on display. A Nissan spokesperson said Uchida was touring booths and had no comment on any considerations of a Huawei tie-up.
日产（7201.T）首席执行官内田诚（Makoto Uchida）参观了华为展台，并听取了代表们为展出的Seres（601127.SS）汽车开发的系统，这也引起了他的兴趣。日产发言人表示，内田正在参观展位，对华为合作的任何考虑不予置评。
Audi said it does not comment on suppliers. Huawei did not immediately respond to a request for comment.
奥迪表示不对供应商发表评论。华为没有立即回应置评请求。
Huawei’s rapid emergence as parts supplier highlights the telecommunications equipment maker’s drive for sources of growth after U.S. export controls pursued on national security grounds since 2019 hammered its businesses, especially smartphones.
华为作为零部件供应商的迅速崛起凸显了这家电信设备制造商在2019年以来以国家安全为由实施出口管制后，对其业务（尤其是智能手机）的追求。
It has said it aims to become a top-tier automotive supplier for the intelligent EV era, competing with the likes of Bosch (ROBG.UL), Denso (6902.T), opens new tab and Continental (CONG.DE), opens new tab.
该公司表示，其目标是成为智能电动汽车时代的顶级汽车供应商，与博世（ROBG.UL）、电装（6902.T）和大陆（CONG.DE）。
“We have grown side-by-side with Huawei for three years, and our achievements are obvious to all. We will continue to work side by side for the next three years and more,” said Chairman Zhang Xinghai of Dongfeng-backed Seres, whose Aito ranked sixth among new energy brands in China in the January-March quarter.
“三年来，我们与华为并肩成长，我们的成就是有目共睹的。在未来三年甚至更长时间里，我们将继续并肩工作，“东风支持的赛瑞斯董事长张星海表示，其爱拓在1月至3月的季度在中国新能源品牌中排名第六。
BOOSTING COMPETITIVENESS 提高竞争力
Huawei’s market entry has been smoothed by the sheer pace of development in the industry, with legacy automakers struggling to keep up with EV manufacturers such as BYD (002594.SZ), opens new tab who are packing one-time premium features into cars as cheap as $20,000.
华为的市场进入已经因该行业的快速发展而变得平稳，传统汽车制造商正在努力跟上比亚迪（002594.SZ）等电动汽车制造商的步伐，后者正在将一次性高级功能打包到便宜至2万美元的汽车中。
Private EV makers like BYD have proven adept at developing high-tech capability in-house, whereas state-owned stalwarts have struggled to innovate and so count on the likes of Huawei to boost competitiveness, analysts said.
分析师表示，比亚迪等私营电动汽车制造商已被证明擅长在内部开发高科技能力，而国有企业则一直在努力创新，因此依靠华为等公司来提高竞争力。
State-owned Changan (000625.SZ), opens new tab, Dongfeng (0489.HK), opens new tab and BAIC (1958.HK), opens new tab are fighting back with new EV brands such as Avatr, VOYAH and Arcfox, all equipped with Huawei’s ADAS.
国有企业长安（000625.SZ）、东风（0489.HK）和北汽（1958.HK）正在反击新的电动汽车品牌，如Avatr、VOYAH和Arcfox，这些品牌都配备了华为的ADAS。
Guangzhou Automobile (GAC) (601238.SS), opens new tab will also launch flagship models under its Trumpchi brand from 2025 featuring Huawei’s smart vehicle technology.
广汽集团（601238.SS）也将从2025年起推出采用华为智能汽车技术的传祺品牌旗舰车型。
“Huawei is currently leading in ADAS technologies,” GAC General Manager Feng Xingya told reporters on Thursday. “We chose them because we must make sure GAC products are equipped with the most advanced technologies for consumers.”
“华为目前在ADAS技术方面处于领先地位，”广汽集团总经理冯兴亚周四告诉记者。“我们之所以选择它们，是因为我们必须确保广汽产品为消费者配备最先进的技术。”
Three managers at foreign automakers said Huawei is seen as a potential partner worth serious consideration for foreign brands in China despite difficulties with Western governments.
三位外国汽车制造商的经理表示，尽管与西方政府存在困难，但华为被视为值得外国品牌在中国认真考虑的潜在合作伙伴。
That it can make its own chips raises its appeal, as decoupling could see further trade restrictions which would otherwise impact China strategies, the managers said.
管理人表示，中国可以自己制造芯片，这提高了其吸引力，因为脱钩可能会导致进一步的贸易限制，否则将影响中国的战略。
Automakers “may end up partnering with Chinese firms to provide driving automation for the vehicles targeting the Chinese markets. Huawei can benefit from such opportunities whereas other ADAS providers, e.g., Bosch, may not have them in China in the same way they have them in Europe or the U.S.,” said Evangelos Simoudis, an investor and corporate adviser.
汽车制造商“最终可能会与中国公司合作，为针对中国市场的汽车提供驾驶自动化。华为可以从这些机会中受益，而其他ADAS供应商，如博世，在中国可能不像在欧洲或美国那样拥有这些机会，“投资者和企业顾问Evangelos Simoudis说。
SUPPLIER OR RIVAL 供应商或竞争对手
However, Huawei has been heavily involved in the development and promotion of Seres Aito and other vehicles, which the three managers and a fourth person said has raised concern in the industry that Huawei is not only a supplier but also a rival.
然而，华为一直积极参与Seres Aito和其他车辆的开发和推广，三位经理和第四位人士表示，这引起了业界的担忧，即华为不仅是供应商，也是竞争对手。
The company also had a computing component supply crunch this year that delayed deliveries of flagship models including the Seres Aito M9, Changan Avatr 12 and Chery Luxeed S7.
该公司今年还出现了计算组件供应紧缩，导致包括Seres Aito M9、长安Avatr 12和奇瑞Luxeed S7在内的旗舰车型的交付延迟。
Beyond China, Huawei could again find itself impacted by trade restrictions as the U.S. this year began investigating whether Chinese vehicles are a national security risk, particularly due to concern about “connected” car technology.
在中国之外，华为可能会再次发现自己受到贸易限制的影响，因为美国今年开始调查中国汽车是否构成国家安全风险，特别是出于对“联网”汽车技术的担忧。
None of Huawei’s automaker partners have announced plans to export models equipped with Huawei technology.
华为的汽车制造商合作伙伴都没有宣布出口搭载华为技术的车型的计划。
Other technology Huawei showed off at the auto show included vehicle control units that calibrate ride and suspension, LIDAR, telematics sensors using BeiDou and GPS navigation, optical sensors and an audio system built into head rests so occupants can enjoy different music without disturbing each other.
华为在车展上展示的其他技术包括校准行驶和悬架的车辆控制单元、激光雷达、使用北斗和GPS导航的远程信息处理传感器、光学传感器和内置在头枕中的音响系统，以便乘员可以在不打扰彼此的情况下欣赏不同的音乐。