任正非：华为不造车，再建言者将调离岗位

{"type":"doc","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"11月25日，任正非签发EMT决议【2020】007号《关于智能汽车部件业务管理的决议》。明确对外表示：华为不造车，未来将聚焦于ICT技术，帮助车企造好车，成为智能网联汽车的增量部件提供商。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"根据文件，为了增强智能汽车部件业务与智能终端业务的技术、资源互动，华为方面决定将智能汽车解决方案BU（IAS BU）的业务管辖关系从ICT业务管理委员会调整到消费者业务管理委员会，将智能汽车部件业务的投资决策及组合管理由ICT IRB调整到智能终端与智能汽车部件IRB，任命余承东为智能终端与智能汽车部件IRB主任。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"与此同时，文件进一步强调，三年内华为内部谁再建言造车，干扰公司，将调离岗位，请其另寻岗位。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.infoq.cn\/resource\/image\/aa\/2d\/aaedbf2cb92244cf1f9d7b20c094542d.png","alt":null,"title":"","style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":true,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"传闻息止后，智能汽车“超级终端”依然富于想象力"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"事实上，华为不造整车的基调早在2018年公司年度战略会议上便做了定性，随后两年，华为也一直对外声称不造整车，希望进一步打消外界以及生态合作伙伴顾虑，但效果均不太理想。究其原因，却是因为智能汽车这一“超级终端”的概念过于富有想象力，作出取舍需要时间支撑。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"电动化、智能化、网联化的发展趋势早已成为新造车领域的业界共识，在此之前，造车新势力之一的小鹏汽车董事长何小鹏就曾类比功能机向智能手机过度的时代，认为当下汽车产业的转变好比2010年功能机向智能手机的阶段。未来伴随着智能汽车逐步进化，其将演进成为一个可自动行驶的“智能空间”，承担起人们出行、娱乐、信息交互等更多维度的生活必须，进一步演变成为智能时代的“超级终端”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"另有市场调研机构IHS Markit发布的《2020年中国智能网联市场发展趋势报告》显示，目前全球市场的搭载车联网功能的新车渗透率约为45%，预计至2025年可达到接近60%的市场规模。长期预测中国的智能网联汽车市场将不断增长，至2025年接近2000万辆，市场渗透率超过75%以上。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"富于想象的商业前景以及不断提升的市场潜力等方面诱因，共同构成了业界对于智能汽车赛道的看好，一时各产业界巨头、资本纷纷布局押注。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"自2014年苹果宣布正式推出车载系统CarPlay之后，一向将苹果视为对手的华为也开始跃跃欲试，不断有人提出“苹果在做车，我们为什么不能？”的疑问，外界对于华为造车的传闻也愈演愈烈。2019年5月，华为也正式内部发文成立了智能汽车BU，提供智能汽车的ICT部件和解决方案，员工数量迅速超过4000人，业务广泛涉及车载操作系统，智能驾驶、智能座舱、智能电动、智能网联、云服务、激光雷达等软硬件领域。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"大规模投资布局背后，业界对于华为造车的传闻也随之而生......伴随着此次《关于智能汽车部件业务管理的决议》文件签发，一切尘埃落定，谣言熄止之后，留给华为更多的将是思考如何“帮助车企造好车”。"}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"更加聚焦，华为再一次战略性业务收缩"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"自美国政府去年采取行动，阻止多数美国企业与华为的业务往来，借以牵制华为技术、业务发展以来，华为方面在积极开展各项措施应对“制裁”的同时，也逐渐走上了一条聚焦自身核心业务，发展自主可控技术同时战略性收缩业务的发展道路。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"11月17日，华为方面正式宣布整体出售荣耀手机业务资产，收购方为深圳市智信新信息技术有限公司。对于交割后的荣耀，华为不占有任何股份，也不参与经营管理与决策。这是一次华为以及荣耀相关产业链发起的自救与市场化投资行为，华为完成了高压之下的一次战略性业务收缩。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"而此次华为方面正式签发华为不造整车决议，同样可以看做是华为方面再一次的战略性业务收缩。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"事实上，对于新造车领域而言，在传统汽车走向完全自动驾驶、电动汽车以后，传统部件的构成只会占30-40%，而剩余的60-70%是与电子、计算、通信、软件相关。在进一步自内而外明确了华为不造整车的决议之后，华为不但可以将此前积累的ICT领域技术应用在汽车领域，进一步聚焦于自己更具备竞争优势的领域，同时也能有力消除汽车领域整车厂商戒备，取得生态伙伴信任。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"自荣耀手机业务剥离后，华为消费者 BG 的业务出现一个大空档，业界人士纷纷预测汽车业务将会成为填补这一空档的重要成员，但是今天，华为正式亮出了自己的回复。"}]}]}