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It can be said that mobile phone and car are two kinds of industries. Because the overall supply chain is larger and the cost is higher, the investment of automobile is far more than that of the mobile phone industry. However, as cars become more intelligent, more and more technology companies and mobile phone companies are laying out the automobile field one after another.

Since the end of last year, Apple has once again entered the public view because of the rumors of building a car, and issues such as how and when Apple will enter the bureau have attracted much attention in the industry. Even from previous reports, it is very possible for Apple to enter the car. However, mobile phone companies such as Huawei and Xiaomi are also rumored to be moving into car-building after it was revealed that Apple was going to accelerate the layout of the auto industry.

Huawei recently registered a new patent entitled "A powertrain and electric vehicle" under the public number CN212529295U, which will be applied for on April 17, 2020. According to the patent summary, the powertrain and electric vehicle provided in this application can make full use of the external cooling surface of the heat exchanger, improve the utilization efficiency of the heat exchanger, improve the heat dissipation of the motor controller, and at the same time have a more compact structure and save space.

Although Huawei has repeatedly stressed that Huawei will not enter the car manufacturing industry before c and there is a "resolution on the management of smart car parts business" Huawei management team (EMT) article, which mentions who will build a car again, interfere with the company, can be transferred to another job, and another job is valid for three years, but from all these exposed news, Huawei's entry into the automobile field is becoming more and more obvious. Although the car-building business has not been officially announced yet.

Coincidentally, Xiaomi company was also exposed by foreign media yesterday, "Xiaomi has been confirmed to build a car, Lei Jun personally lead the team" rumors. In response to this matter, Xiaomi Group replied to the message: "wait and see, not yet", "later announcement", more information will not be responded to for the time being. This seems to have led Xiaomi to make the same statement as Huawei, which has repeatedly clarified that the company has no plans to build a car.

However, Lei Jun, CEO of Xiaomi Group, is not short-sighted about new energy vehicles. Lei Jun seemed to be interested in electric cars when he first visited Musk in Silicon Valley in 2013.

During the development of Xiaomi, in addition to applying for patents in the automotive field, at the beginning of last year, Xiaomi affiliated company applied for a method and device called "a method and device for automatic recommendation of transmission gears." Enterprise check APP shows that Xiaomi affiliated companies currently own a total of 134 vehicle-related patents, and a number of Xiaomi affiliated companies have registered auto parts as business scope.

Lei Jun and Xiaomi Group have also invested in nearly 30 enterprises in the automotive field. Lei Jun can be called a star angel investor in the field of new energy vehicles. Lei Jun once said: "standing on the tuyere, pigs can fly." Today, electric cars can be regarded as a tuyere. So the official explanation of "wait a minute, not yet" has a different meaning.

At present, many mobile cars are entering the automobile industry not only because the automobile industry happens to be the tuyere, but also because the mobile phone industry has shown a significant downward trend in recent years. China's mobile phone shipments declined year by year after reaching a high of 560 million units in 2016, and by 2020, combined with the impact of the epidemic, annual shipments were 308 million, nearly half less than four years ago. Such figures undoubtedly show that smartphones are no longer as thriving as they were a few years ago.

In contrast, there is a huge space for the development of the automobile market, especially the new energy vehicle market. Cui Dongshu, secretary-general of the Federation of passengers, previously wrote that global sales of generalized new energy vehicles in 2020 dairy cows reached 5.16 million, an increase of 17% over the same period last year. In the future, with the restriction of the ban on the sale of new energy in various countries, the demand for new energy vehicles is even greater.

This also makes in the view of capital, even if not into the auto industry, the news about the auto industry will boost the company's share price. Just yesterday, Xiaomi was exposed to the news of building a car, and its share price quickly rose by 12%. It reflects the trend that the capital is optimistic about the development of new energy vehicles, not to mention building cars directly. In recent years, even though the sales of new energy car companies such as Tesla, NIO, BYD and Xiaopeng are small, their share prices have exceeded those of traditional car companies, which undoubtedly accelerates many enterprises to enter the field of new energy vehicles.

According to enterprise survey data, there are currently 232000 new energy vehicle related enterprises in China, and 78600 newly registered enterprises in 2020, an increase of 70.8% over the same period last year, of which 27000 new enterprises were added in the fourth quarter, which shows that the trend of entering the field of new energy vehicles is very obvious.

At present, the intelligent and electric transformation of cars is the trend of the times, which makes many technology companies begin to find opportunities for transformation, hoping to share the cake in the field of new energy vehicles. Therefore, we do not rule out the possibility that Huawei, Xiaomi and other enterprises will enter the car-building industry with the development of the market. After all, even Baidu has recently entered the car-building industry.

However, as the market is already small, the sales of traditional car companies have shrunk significantly, indicating that they have entered the era of stock. With the transformation of traditional car companies and the integration of more new car companies, it is believed that the competition will be quite fierce in the future. it is unknown who will be eliminated in the end. According to industry analysis, intelligent cars will eventually be divided by Tesla and Apple cars.

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