Behind Weilai ’s mobile phone, car mobile phone manufacturers enter each other's hinterland

Author:Radar finance Time:2022.08.02

Radar finance produced | Meng Shuai editor | Shenhai

Following Geely's acquisition of Meizu, there are news in the automotive industry in the automotive industry.

Recently, according to a blogger, Li Bin said at a recent user meeting that the flagship machine launched by Weilai is expected to be listed one year later; When coming to the same color, pricing will be cheaper than Apple.

Radar Finance has noticed that with the increasing demand for smart devices, more and more cross -border cross -border smartphones and automobile manufacturers have begun to march into each other's hinterland. At the same time as the news of Geely, Weilai, and Tesla's mobile phones came out, mobile phone manufacturers such as Xiaomi and Apple also made cars.

It is worth noting that it is reported that Weilai will further seize the new energy vehicle market of less than 200,000 yuan. However, because of the insufficient supply of components, the delivery of Weilai Automobile is facing a certain pressure.

Weilai made a mobile phone, benchmarking apples?

Recently, the blogger of the Weibo ID of "Carbon Fan said that the battery is not fat" said that on July 31, the founder, chairman, and CEO Li Bin of Weilai mentioned in the meeting with users. latest progress. The blogger said that Li Bin mentioned the "large amount of information" that day, and Weilai will create a mobile phone with the best match with Weilai car.

According to the blogger, Weilai only made a flagship machine, and the chip will be about two months later than the first release. It is expected that the listing time will be about one year; ), Not folding screens; in terms of color, Weilai will provide the same color as the body.

As for the problem of mobile phone pricing that the outside world cares about, the blogger said that the phone will reveal that the phone will be cheaper than Apple. "The price blind guesses will be more than 7,000 yuan.

Weilai has not yet responded to the aforementioned news. However, according to media reports, people close to Weilai confirmed that the aforementioned content was indeed Li Bin's remarks at the meeting with users. In fact, Li Bin has recently revealed to the outside world to build mobile phones related to Weilai.

Earlier, the car blogger who was nicknamed "Drive Love" posted that Li Bin revealed at the meeting with users that the relevant matters of Weilai mobile phones are being promoted, but it must be not comparable to that kind of kind of temporarily. Company that can sell 100 million mobile phones. Li Bin bluntly stated that although it is not difficult to build a mobile phone, it is still very challenging to make a good mobile phone. "What Weilai wants to do is to create a good mobile phone for Weilai users and strive to develop a mobile phone every year. , Just like Apple. "

Why is Weilai aiming at the mobile phone track? Earlier, Li Bin said when he talked about mobile phones that Weilai chose to build a mobile phone was not essentially an offense, but a defense, because mobile phones have now become the most important equipment for Weilai users to connect the car. At present, a large part of Weilai users use Apple mobile phones, but because Apple's closedness of car manufacturers has not opened its interface, which makes Weilai very passive.

Therefore, some people in the industry analyzed that Weilai made mobile phones intentionally to open up their own car and mobile phone ecosystem, and once Weilai has its own mobile phone, it will be greatly reduced by the restrictions of other mobile phone manufacturer interfaces. Under the trend of intelligence and automation, Weilai develops its own mobile phones to avoid the situation of "stuck neck" to a certain extent.

It is worth mentioning that Weilai had a relationship with Lei Jun in the mobile phone industry. When Weilai started, Xiaomi Lei Army was one of the six initial founders. Except for Li Bin and Lei Jun, Tencent's founders Ma Huateng, JD founder Liu Qiangdong, and founder Li Xiang, the founder of the Auto House, and Zhang Lei, founder of Gao Yan Capital, all participated in the early investment of Weilai. If Weilai successfully among the mobile phone industry, Li Bin will meet again as a competitor.

It is understood that Lei Jun is not only the first investor of Weilai, but also the owner of the 0062 car of Weilai ES8. When Li Bin invested to Lei Junla for a car in 2014, Lei Jun once thought that the other party was a liar. In December 2018, at the ES6 Automobile conference organized by Weilai, Li Bin gave the second production car ES6 released on the day to Lei Jun. Send the car to rice noodles.

Auto and mobile phone manufacturers enter each other

In fact, it is not new to cross -border interoperability between the automotive circle and the mobile phone circle. While car manufacturers launched an attack on the mobile phone industry, many players in the mobile phone industry also stared at the cake of the automotive market.

Tesla, owned by Elon Musk, the world's richest man, was once reported by the outside world to make mobile phones. In April of this year, Musk set a push of a recruitment of mobile phone experts. Although the tweet said that it was a brain -machine company Neuralink, it was considered that Musk also thought that Musk also intended to share a share in the mobile phone industry. According to foreign media reports, experts close to Tesla revealed that the mobile phone created by Tesla is expected to be launched in 2024, when Tesla will PK on the front of the mobile phone on the mobile phone.

In terms of domestic car companies, there are already substantial progress in automobile manufacturers in the mobile phone field. After Geely announced the entry of the mobile phone industry in September last year, the outside world has always paid much attention to the progress of Geely's mobile phone. After repeatedly reported the "scandal" with Meizu, in July of this year, Geely's news of Meizu officially officially announced. At that time, Geely reached a strategic investment agreement through its Hubei Xingji Times Technology Co., Ltd. and Zhuhai Meizu Technology Co., Ltd., which officially announced to the outside world to hold 79.09%of Meizu Technology in the Xingji Times and obtain a separate alone of Meizu Technology. control. However, after Meizu's "marriage" to Geely, it will still maintain independent brand operations. Meizu's senior management team will not change significantly. Meizu's original helm Huang Zhang will be a strategic consultant to Meizu Technology. At the same time, the Xingji era will also use Meizu's experience and technologies accumulated in the mobile phone industry for many years to create Geely's own mobile phone brand. The brand will position high -end relation.

Radar Finance noticed that as early as March this year, Meizu officials announced that the car system Flyme For Car was preparing. The official holding hands of Geely and Meizu also means that the exploration of the two parties in the automotive operating system will continue to deepen, and strive to make mobile phones, cars and even various terminals achieve better integration.

According to Li Shufu, chairman of Geely Group, "The current new round of technology and industry revolution has spawned a large number of new formats and new models. The technological innovation and ecological integration of the consumer electronics industry and the automotive industry is imperative."

Industry analysts believe that although the mobile phone industry is very complete and mature to a certain extent, the competition in the mobile phone industry is still very fierce. At present, the mobile phone market is mainly used by Apple, Samsung, Huawei, Xiaomi, OPPO, vivo and other old mobile phone manufacturers. For occupying, Weilai wants to break the current pattern of the mobile phone market.

Compared with automobile manufacturers entering the mobile phone industry, the momentum of well -known manufacturers in the mobile phone industry is even more rapid. According to incomplete statistics, as of now, many mobile phone manufacturers, including Xiaomi and Apple, have planned car manufacturers. Recently, it is reported that the Apple car manufacturing team dug a Rambokini research and development manager; Xiaomi will enter the offline stage of the soft model car in September, and will enter the field test and winter test cycle as scheduled. In -depth cooperation with a number of car manufacturers.

Regarding the situation where the big leaders in the mobile phone industry have ended, Li Bin believes that the automotive industry is not an industry for winners, but he welcomes more technology companies to join the ranks of car manufacturing and promote the development of the smart electric vehicle industry.

People in the aforementioned industry also pointed out that the development of smartphones and smart cars at present, and the boundaries between smart terminals will become more and more blurred. With the continuous upgrading of technology, the competition in the future industry will no longer be competition in a single field. Instead, the comprehensive competition of multi -terminal and full scenes. Auto and mobile phone manufacturers through interoperability integration will be more conducive to the transition of digitalization to digitalization, thereby thus, thereby thus transforming into digitalization, thereby, so as to thus transform into digitalization. Further enhance the interactive experience of users when using the car.

Weilai grabbing a market below 200,000 yuan

It is worth mentioning that, in addition to the new dynamics of the mobile phone business, there have been news recently that Weilai will seize the new energy vehicle market of less than 200,000 yuan. It is reported that the new car brand that is positioned within 200,000 yuan will become the third car brand after Weilai and the Alps.

For new brands that mainly focus on markets below 200,000 yuan, Weilai has only made a response to "information that is currently irreversible". The staff of Weilai also said that the second brand of Weilai, the outside world, is only the code of the company's new brand. At present, product research and development and production are being progressing steadily, but the official name of the new brand's appearance has not yet been determined. Essence

Radar Finance noticed that Li Bin said in June this year that Weilai has signed the second phase of the Xinqiao Factory with Hefei, which has an annual production capacity of 500,000 units, which will produce a new brand model with a price of 200,000 levels. At that time, Li Bin also revealed that Weilai's new brand will provide an electric version model. The opponent of the model is Tesla Model3/Y, but the price will be about 10%lower than it.

For the pricing of the car, Li Bin once said that Weilai would not build a cheap car. In his opinion, the general law of the automotive industry is that a brand that can support models and prices is limited. Therefore, Weilai will choose to use new brands to enter a market of $ 3 to 50,000.

Radar Finance learned that there are 6 models on the Weilai official website, namely ES7, ET5, ET7, EC6, ES8, ES6, and the price is more than 300,000 yuan. Among them, the four models of ET7, EC6, ES8, and ES6 have been delivered. The ES7 plans will be delivered from August 28, and ET5 will be delivered at the end of September.

Although two new cars will be delivered in the next year, Weilai Automobile still faces a lot of pressure on delivery. Data show that Weilai delivered a total of 10052 new cars in July, a year -on -year increase of 26.7 %. Although Weilai's two -month single -month delivery volume exceeded 10,000 in June and July, in July the latest new vehicle construction forces delivered the list, Weilai was only ranked fifth, and was caught by Nezha. Zero -run cars, Xiaopeng cars, and ideal cars throw behind.

Even the cumulative delivery volume at the beginning of the year to July, Weilai Automobile has not yet ranked among the best.As of the end of July, Weilai had shipped a total of 60,879 vehicles during the year, a year -on -year increase of 22%.Regarding the delivery of Weilai Automobile, Weilai said that the plan delivery of Weilai ET7 was expected to take another step on the basis of more than 4,000 units in June, but due to the insufficient supply of castingsDelivery.On July 30, the Weilai Partner Day, Li Bin also called on the suppliers to take care of the pressure.

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