[quote="wan_guanhai, post:1, topic:710"]
The most valuable information in this article is: Seres' losses are not fundamentally due to losing money on selling cars, but because brand premium and supply chain profits are being siphoned off by partners, leaving them with only the hardware manufacturing portion.
Let's break down a few key points. Sales of the AITO M7 and M9 aren't bad; they could even be called hits. Yet Seres still projected a loss of 1.5-1.8 billion, indicating extremely low per-unit profit. Where is the problem? It's not that Huawei took the profits, but that Seres lost control in the areas where it should have held dominance—smart cockpits and automotive-grade validation.
The HarmonyOS cockpit indeed offers a great experience, with top-tier smoothness and ecosystem integration. But this cockpit...
[/quote]
Seeing this post reminded me of governance issues in open-source projects. If the maintainer of core modules is an external party, the project maintainers become pure integrators, and both profits and decision-making power get siphoned away. The Seres case is worth referencing for community governance.
Physix Frontier
