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Seres and Huawei to Adjust Cooperation Model Again, New Joint Statement Expected

Seres and Huawei have opened a new round of negotiations that is expected to further adjust their cooperation model, following their September 15 joint statement announcing a change in the partnership. The two sides plan to issue another joint statement later today. A person familiar said the AITO “exclusive dedicated” model will most likely remain unchanged, with cooperation expected to be upgraded rather than simply shifting from “Huawei-led” to “Seres-led with Huawei enabling.”

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AI take

The repeated recalibration suggests the original 'Huawei-led' framing was never a stable settlement, and both sides are still negotiating where control and value accrue. Keeping the AITO 'exclusive dedicated' model intact while upgrading cooperation implies the brand's identity remains tied to Huawei's involvement, which matters most for Seres' positioning and for how other automakers read Huawei's partner playbook. Whether this latest statement actually resolves the underlying tension, or simply defers it again, is the open question.

Generated by AI for reference only.

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