TREE NEWS update: Jin Yuzhi, Huawei senior vice president and CEO of its Intelligent Automotive Solution BU and Yinwang, responded to claims that Huawei is capturing automakers’ profits, saying the company seeks win-win cooperation with carmakers. With domestic competition intense as automakers explore paths to profitability and survival, he said carmakers and component suppliers need deeper collaboration and not every link must be self-developed.
Huawei Executive Says Automakers and Suppliers Need Deeper Collaboration
Huawei's pushback against profit-capture claims is really an argument about industry structure: as margins compress, the dividing line between automaker and supplier becomes a negotiating position rather than a fixed rule. The "not every link must be self-developed" framing matters most to smaller carmakers weighing costly in-house software and systems work against reliance on a dominant technology partner. Whether that cooperation model spreads, or whether automakers keep hedging toward self-development to protect their margins, is the open question.
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