Voyah, a brand under Dongfeng Motor Group, has signed a strategic cooperation agreement with Huawei. Both parties will work together to create an outstanding intelligent travel experience, meeting the needs of modern consumers and promoting the high-quality development of the automotive industry.
This collaboration aims to deepen the application of intelligent technology in the automotive field and accelerate its commercialization.
Regarding this cooperation, a representative from Voyah stated to the media, "The specific models and cooperation mode are still being further developed, and there is currently no information that can be disclosed."
However, analysts suggest that based on the publicly disclosed information, the main purpose of this collaboration is to advance the on-board application of intelligent technology. It is worth noting that when Huawei and Changan jointly announced the establishment of a joint venture company earlier, the focus of discussion was also on automotive intelligence. Therefore, the cooperation between Voyah and Huawei may be similar to the collaboration model with Changan.
In addition, Sinolink Securities analysis suggests that the two parties may cooperate through the HUAWEI INSIDE (HI) mode, and future products under Voyah may incorporate Huawei Harmony OS intelligent cockpit and ADS2.0 intelligent assisted driving system.
In November 2023, Huawei and Changan Automobile announced the signing of an "Investment Cooperation Memorandum," where Huawei plans to establish a target company with business scope including automotive intelligent driving solutions, intelligent automotive cockpit, smart car digital platform, intelligent car cloud, AR-HUD, and intelligent car lights. Changan Automobile intends to invest in the target company's equity, not exceeding 40%.
According to research reports from China Merchants Securities, Huawei's automotive industry chain has cooperation with 41 A-share listed companies in areas such as complete vehicles, intelligent driving, intelligent cockpit, and three-electric related fields.
Among them, there are four giants with a market value exceeding one trillion yuan: CATL (Ningde Times) with 6814.11 billion yuan, Luxshare Precision with 2100.94 billion yuan, Changan Automobile with 1250.55 billion yuan, and Veoneer with 1103.44 billion yuan.
