Based on the above analysis, compared with the previous Huawei Automotive BU, the resistance to business advancement of Huawei Tier 1 has been further weakened, and the advantages have been further highlighted, but there are still challenges. (1) The advantages are: strong technology, extensive channels, good autonomy and controllability, and the ability of Huawei's traditional business can be effectively reused in the automotive intelligent industry; (2) The challenges are: cost, sensitivity of overseas business advancement to the geopolitical environment, intelligent driving chip upgrades and other objective conditions. In addition, the impact of the new company on the industry structure needs to focus on the OEM partner ecosystem. If the future OEM partners are concentrated in car companies such as Seres and Changan, the initial impact range will be relatively small, but if more OEMs join in the future, Huawei's joint venture has the potential to become an "industry technology platform."
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