Text | Technology Daily Push

The position of CEO did disappear, but he was promoted to chairman.

On September 21, the first financial news, Huawei officially issued a document, and adjusted the position of the automobile industry.

Jin Yuzhi, president of Huawei’s optical product line, took over the post of CEO of smart car solution BU from Yu Chengdong, and Yu Chengdong became the chairman of BU.

Huawei official website introduced that it has not been adjusted yet.

Ask the world about the new car launch in the future, and you can still hear "far ahead".

Huawei’s mobile phone returns, and Yu Chengdong needs to redo time management.

Regarding this operation, a senior industry insider said, "With the return of Huawei mobile phones, Yu Chengdong can focus more on mobile phones. 」

In the past few years, Huawei’s mobile phone sales have fallen sharply due to sanctions. To this end, Yu Chengdong took over the BU and promoted the smart car selection mode, hoping to make up for the lost mobile phone revenue by selling cars.

However, in the first half of this year, the situation ushered in a turning point, and many new machines such as P60 series and Mate X3 series helped Huawei’s mobile phones rise against the trend.

According to data released by IDC, in the domestic market in the second quarter, Huawei’s mobile phone shipments increased by 76.1% year-on-year, the fastest growth rate among all manufacturers, and tied for fifth place with Xiaomi’s mobile phone with a market share of 13.0%, up 5.7 percentage points over the same period last year.

And its momentum in the second half of the year will be even stronger.

On August 29th and September 8th, Huawei directly launched three models in official website: Mate 60 Pro/Pro+ and Mate X5. All three models are hard to find, which also makes the sales of Huawei mobile phones to a higher level.

According to the authoritative market research organization of the supply chain, in the 36th week of this year (9.4-9.10), Huawei mobile phones won the second place in the smart phone market in China with a market share of 17%, only 17.2% higher than the first, and 0.2% behind.

It is estimated that in the 37th week (9.11-9.17), Huawei is expected to achieve the first market share in sales volume.

At the same time, according to Caijing. com, many people close to Huawei confirmed that Huawei has launched a comprehensive plan to return to the global mobile phone market, with the domestic market first and the overseas market later.

On September 14th, Huawei held an overseas conference in Barcelona, bringing a variety of flagship products to the European market. After that, Huawei will continue to hold press conferences in China, Middle East and Africa, Asia-Pacific and Latin America.

Re-attacking cities overseas requires a leader who can fight "tough battles", and Yu Chengdong is the best candidate.

In February this year, Yu Chengdong mentioned in an interview with the media that he spent his holiday time and evening time on car business besides working during the day. "Now my personal energy investment is relatively large, and I may spend 40% of my time in AITO."

Obviously, with the return of Huawei mobile phones, Yu Chengdong needs to do time management again. The outgoing car BU CEO was appointed as the chairman and put more energy into the mobile phone.

Yu Chengdong’s successor, the first show or the M9 conference in the world.

Yu Chengdong BU CEO was succeeded by Jin Yuzhi, president of Huawei Optical Product Line.

Huawei optical product line, also known as Huawei optical transmission and access product line, has jurisdiction over optical transmission, optical access, optical applications and other fields. Mainly to provide customers with high-value, high-reliability assisted driving, light display and light technology production solutions.

Prior to this, the intersection of optical product line and car BU was Huawei’s newly established intelligent car optical service in recent years, including AR HUD, intelligent car lights and light field screens.

Among them, Huawei’s AR HUD has been mass-produced on Feifan R7; Huawei’s smart car lights, light field screens and other products are expected to be carried on the follow-up models selected by Huawei, such as Wenjie M9.

If there are no accidents, the upcoming M9 will be Jin Yuzhi’s first show after taking office. I wonder if he will shout "Far ahead" ~

With the above changes, the current management structure of Che BU includes:

Huawei Terminal BG CEO, Chairman of Smart Car Solution BU, Yu Chengdong

President of Huawei Optical Product Line, BU CEO of Smart Car Solution, Jin Yuzhi

Huawei Smart Car Solution BU CSO, Wang Jun

President of Huawei’s intelligent driving solution product line and general manager of intelligent driving field, Li Wenguang

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For Jin Yuzhi, Huawei Car BU CEO is a very challenging position.

Since its establishment, the business unit has invested more than 3 billion US dollars (about 20.6 billion yuan) in research and development, but its revenue in 2022 was only 2.1 billion yuan, and in the first half of 2023 it was only 1 billion yuan, making it the only loss-making business of Huawei.

At present, Huawei BU has three business models, one is to sell standardized auto parts; The second is the Huawei Inside mode (HI mode) that provides full-stack smart car solutions; The third is to deeply participate in product and vehicle design, as well as the intelligent car selection mode that provides sales network channels.

HI mode and intelligent car selection mode are not developing smoothly.

The monthly sales of Changan Aouita and Beiqi Polar Fox, which adopt HI mode, are hovering around one or two thousand units, far less than expected. Guangzhou automobile directly gave up the HI mode.

The intellectual car selection model was very strong when it first came out last year, and its delivery volume exceeded 10,000 for four consecutive months, becoming the biggest dark horse of the new forces. However, this year, the situation has turned sharply, and there is no good news that the monthly delivery volume has exceeded 10,000.

Last week, the redesigned M7 went on the market, which ushered in a big sale through "upgrade+price reduction". Before we could celebrate, this week’s redesigned G9 in Tucki came and stole many users.

The good news is that Jin Yuzhi and Huawei BU have more intersections with the auto parts model, and the development in this direction is relatively good.

Huawei’s annual report last year showed that by the end of 2022, it had shipped nearly 2 million sets of components, including intelligent cockpit, intelligent driving, intelligent electric, intelligent Che Yun, millimeter-wave radar, camera, gateway, lidar, computing platform, AR HUD, T-Box and other products and solutions.

In recent days, it has been reported through the grapevine that Huawei and BYD signed a cooperation agreement to provide Kirin car chips for each other. If it is true, it will be a big business.

Yu Chengdong has publicly stated that Huawei BU will be profitable in 2025.

We will wait and see what kind of plan Jin Yuzhi will come up with in the face of the goals set by the leaders before.