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apple's new features don't work, huawei and apple's dispute begins to show who will win

2024-09-11

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luzhenxi

the boat has passed thousands of mountains

wake upapple iphone 16the unoriginal innovation is all over the screen again, but unlike in the past, this time it’s hard to even brag about it, because the new ai functions added to the iphone 16 will not be available until next year. the a18 chip is said to have improved energy efficiency and battery life by 3% to 4%, but as we all know, this slight improvement in battery life is almost negligible to the actual user experience.

what is ridiculous is that after the apple conference topped the list, the first conference content to appear on the list was"apple's color scheme is so ugly."

the only visible innovation that apple brought to domestic consumers at this year's conference was the addition of a camera control button that can control shooting and zooming. this inexplicably gives people a sense of paying tribute to the disappearing veteran in the mobile phone industry, apple's old rival blackberry.

after apple founder steve jobs released the first iphone in 2007, the “less is more” design concept instantly ignited the world. 17 years later, jobs passed away. although apple, under the leadership of its new boss tim cook, was criticized by jobs’ daughter for its lack of innovation, at least it did not go backwards and added buttons to the apple frame that once redefined the mobile phone.

fromstarting with iphone 16, apple, which once believed that "consumers don't understand what they want",, completely surrendered in the field of mobile phone design innovation, no longer trying to tell consumers what they need, but instead following the market and manufacturing what consumers need.

on the other hand, china will begin to emerge from the sanctions quagmire in 2023.huawei, continued to innovate, following yu dazui's emphasis on "when the standard is not displayed, it is the latest standard", and realized two-way satellite communication,double folding screen technology extends to triple foldingcurrently, the number of pre-orders for huawei mate xt is close to 5 million. in less than a day after the press conference, the number of pre-orders increased rapidly to one million.

regardless of the current public opinion orientation towards apple and huawei on social platforms, the gap between the two in the field of innovation is actually visible to the naked eye. many people are entangled in hardware, optimization and even imaging. when apple uses sony's camera modules but prohibits sony from supplying huawei and forces huawei to conduct independent research and development, it has exposed the guilty conscience of apple and the group behind it.

after all, in the second quarter of 2020, huawei phones still had a 20.2% global market share and a 45.2% chinese market share, ranking first on the list respectively.after its supply was restricted, it fell to the "others" category, and then returned to the top 5 of the list with the help of mate60. apple's "camera control key" and ai functions that are not currently available in china are probably the stupid moves made in a hurry under huawei's relentless innovation offensive.

01

the innovative functions of apple's camera control keys and three folding usage scenarios

after the iphone 16 launched the camera control, it was hailed by some netizens as "the most powerful button in apple's history", which can redefine mobile photography. with the upgraded 6.9-inch large screen, the iphone 16 may become the model with the most powerful photography function in apple's history.

but those who are familiar with the mobile phone industry know that whether it is blackberry, samsung or a domestic manufacturer, they have all launched shooting buttons or multi-function custom buttons, but after being verified by the market, they have launched accessories to increase the stability of mobile phone shooting, such as various handheld gimbals or mobile phone cages, and on this basis, they can pretend to have more expansion parts.

currently, fewer and fewer video bloggers who are highly concerned about themselves do not use any accessories and only use mobile phones to directly output images. there are even accessory manufacturers that specially adapt mobile phones for this group of people."steadicam suit".

image source: b station blogger movie hurricane

when it comes to apple's advanced camera functions, the poor convenience of focus control has always been criticized by most advanced players, and film hurricane also complained about this function in its video content.

because the focus control of apple's native camera only supports touch focus, once the phone cannot be touched, this function cannot be used before the device is shot, and can only be used in post-production, which increases the workload in vain.

so after many attempts, i summarized a set of cumbersome operating procedures. in the iphone settings, i turned on the accessibility function, turned on touch, selected the mouse cursor, and then connected a bluetooth mouse or trackpad to solve the problem of using the focus control function when touch is not possible. compared with the currently exposed functions of the camera control buttons, further improving the operating convenience of advanced functions such as focus control may be more likely to help advanced apple camera players.

the same dilemma also appeared in huawei's newly released matext. as soon as the three-fold was released, there were endless netizens advocating that the three-fold is useless. i never thought that when the concept of flexible screen was first introduced at the electronics exhibition, many people enjoyed making the tablet the size of a mobile phone.the scenario of just putting the device in your pocket and walking away has now become a reality, but people are questioning the meaninglessness of this product.

when fully opened, the matext screen can reach 10 inches, but the weight is controlled at 307 grams, which is lighter than many tablets of the same size. in the case of being unable to use the most advanced supply chain components, huawei has been working hard to innovate within its capabilities. as for the high price that has been criticized, it has to be said that the price of buying a matext can indeed buy a high-end mobile phone and a high-end tablet, but at the same time, consumers who own a matext also own a high-end mobile phone and a high-end tablet at the same time. from this point of view, it is actually not a loss to invest in it, and the audience of this phone will not consider whether it is "worth it".

because it is compatible with the multi-angle hovering function of matext, the usage scenarios are more diverse, especially huawei has also specially launched a foldable keyboard, which can be used with matext to partially serve as a productivity tool. with the huawei ai function that has been unimpeded in the domestic market, matext can easily handle text creation, document approval and other tasks. if the wallet is not thick enough, media workers each have a matext+ folding keyboard, which seems to be the only choice to improve work efficiency, but its price is here, and it is still more suitable for bosses at the current stage.

there are many more aspects to compare between apple and huawei besides consumer products such as mobile phones and tablets.

02

the difference between apple not making cars and huawei not making cars

a long time has passed.apple carthe news was all over the internet, and some technology bloggers even exaggerated the "apple concept car". it was not until apple itself came out and stated that it gave up its plan to build a car that the rumors cooled down slightly.

while apple abandoned its car-making plan, huawei, which was subject to comprehensive supply restrictions, has widely deployed in multiple fields such as smart homes and new energy vehicles, trying to make up for the revenue lost from its mobile phone product line due to sanctions.

at the huawei press conference,huawei's intelligent driving system is officially upgraded to "ads3.0"era, and will be pushed to all hongmeng intelligent driving models on september 11, 2024.

from the consumer's perspective, models equipped with huawei's intelligent driving system have gained initial recognition. for example, the seres m9, which is priced between rmb 460,000 and rmb 520,000 and equipped with an intelligent driving system, exceeded the total sales of the top 20 cars in the sales list of cars above 500,000 in july this year.

putting aside the comfortable driving experience brought by the m9 smart cockpit, let's focus on huawei's intelligent driving system. before upgrading the huawei intelligent driving system before ads3.0, when these breakpoints were encountered during the intelligent driving process, manual access was required, but abs3.0 directly opened up various breakpoints.

the first ads3.0enjoy s9for example, when facing a narrow and winding underground garage exit, the s9 can turn as far as possible, or "rub" its way out like an experienced driver. although the route for the first parking space in the system still needs to be manually input, and it cannot truly intelligently recognize various signs, but unlike previous systems that rely on "memory" mechanical driving, ads3.0 does not limit the number of routes, and the system can support intelligent driving as long as it is a parking space that has been visited before.

for example, when dealing with roundabouts, ads2.0 will require manual intervention in advance, and the ads2.0 system can continue to be used only after exiting the roundabout. however, ads3.0 can rely on intelligent driving to enter and exit the roundabout, and can even avoid roadblocks very well.

the rearview mirror system of xiangjie s9 is also different from that of existing models. in extreme weather conditions, such as heavy rain or heavy snow, the electronic rearview mirror is likely to be clearer than an ordinary optical rearview mirror, because the windshields and traditional glass lenses of the driver and co-driver windows will be more or less blurred in the rain. otherwise, there is no need to equip the front and rear windshields with wipers. when driving at night, the high beams of the rear vehicle will also affect the look of the rearview mirror. the electronic rearview mirror can effectively avoid the above risks. perhaps in the future, all huawei's high-end intelligent driving models will be equipped with such rearview mirrors.

in terms of architecture, ads3.0 has been upgraded from bev to god (general obstacle recognition) network, which is a leap forward from simple "obstacle recognition" to deep "understanding of driving scenarios", which ensures the safety of intelligent driving and the driving experience. in addition, qiankun ads3.0's new architecture uses pdp (predictive decision control) network to realize pre-decision and planning in one network, thereby achieving human-like decision-making and planning, making the driving trajectory more human-like, the traffic efficiency higher, and the passing rate of complex intersections >96%.

ads3.0 is not limited to ordinary roads, but truly realizes the nca function of intelligent driving from parking space to parking space. from public roads to park roads, from park ground to underground parking spaces, all scenarios are connected, bringing users an unprecedented convenient experience.

review of the development history of huawei automotive buin november 2023, huawei and changan automobile signed an investment cooperation memorandum and decided to integrate the car bu-related businesses into the newly established joint venture, shenzhen yinwang intelligent technology co., ltd. this move marks the independent operation of huawei's car bu. huawei appointed jin yuzhi, head of the optical product line, to replace yu chengdong as ceo of the car bu, and yu chengdong became chairman.

regarding the profitability of shenzhen yinwang, according to the simulated financial statements of shenzhen yinwang from 2022 to the first half of 2024 issued by daxin accounting firm (special general partnership) in the announcement released by seres, shenzhen yinwang's operating income from 2022 to the first half of 2024 was rmb 2.098 billion, rmb 4.7 billion and rmb 10.435 billion, respectively, and the gross profit margin of the main business was 17.73%, 32.13% and 55.36%, respectively. the net profit attributable to the parent company from 2022 to the first half of 2024 was rmb -7.587 billion, rmb -5.597 billion and rmb 2.231 billion, respectively, and the net profit gradually turned from loss to profit.

according to huawei's official website, the automotive bu currently has five major solutions, including automotive intelligent driving solutions, intelligent cockpit, intelligent automotive digital platform, intelligent vehicle cloud, ar-hud and intelligent headlights. huawei's current intelligent driving customers include arcfox, avita, wenjie, zhijie, xiangjie, changan, dongfeng, gac trumpchi, etc.

in july 2024, hongmeng zhixing delivered 44,100 new vehicles, and 238,300 vehicles were delivered from january to july, among which the wenjie series is still the main sales force. wenjie has delivered 400,000 vehicles in the past two years and five months; the delivery volume of the new wenjie m5 exceeded 20,000 vehicles; the new wenjie m7 became the no. 1 suv with a sales volume of more than 300,000 yuan, with a cumulative large-volume delivery exceeding 240,000; the wenjie m9 became the sales champion of 500,000-level luxury cars, with a cumulative delivery of more than 120,000 vehicles. according to the forecast of gasgoo automotive research institute, the sales volume of the wenjie brand may reach 470,000 vehicles in 2024.

in april this year, huawei's automotive bu held a press conference in beijing. jin yuzhi, ceo of the automotive bu, launched qiankun, a new smart car solution brand with smart driving as the core, and brought new upgraded solutions such as "qiankun ads", "qiankun vehicle control" and "qiankun vehicle cloud". ads3.0 was officially announced at this time. in addition, there are new products such as 4d millimeter-wave radar, idvp2.0, xmotion2.0, yunque large model, etc.

if apple had been down-to-earth and focused on developing its automotive business since 2014 when it first announced its plan to build a car, it would not have ended so hastily and lost this high-quality product line with great hematopoietic potential.as of now, huawei has all the product lines that apple has, and also has product lines that apple does not have.

even if europe and the united states further restrict huawei's supply chain in the future, huawei, which has already taken many measures, is much more resilient to risks than before the sanctions, especially since the previously restricted mobile phone, tablet, and computer product lines have already recovered.to paraphrase yu chengdong’s words from huawei’s press conference: “the boat has already passed through thousands of mountains”, in the future huawei may continue to bring innovative experiences to consumers.