Physix Frontier · News Briefing Card (enbrief · Sep 19, 2026)
Seres Takes Control of AITO as Huawei Splits Channels
KEY FACTS
- On September 15, it was officially announced that control over AITO's product definition, marketing, and sales channels has shifted from Huawei to Seres.
- The AITO brand remains part of the HarmonyOS Intelligent Mobility Alliance, with existing user benefits and future services unchanged.
- Starting January 1 next year, Huawei exclusive stores will be divided into two categories: dedicated AITO stores and mixed stores selling the other four brands.
- Surveys show that 66.8% of consumers associate Huawei primarily with AITO, indicating extremely strong brand linkage.
KEY DATA
58.4%Top-of-mind mention rate for Huawei association
52.4%AITO M9 purchase reason - Smart Driving share
PHYSIX OBSERVATION
AITO’s shift from 'Intelligent Selection' back toward a HI-like model is essentially a strategic contraction by Huawei to focus resources on other brands. For Seres, losing Huawei’s full-stack endorsement means it must independently build premium brand equity, a massive challenge; however, for the industry, this marks a transition in Huawei’s automotive business from deep, nanny-style involvement to more standardized technology empowerment, increasing automaker autonomy and reshaping competition within the HarmonyOS ecosystem.
Source: enbrief original report ↗
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