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Huawei Qiankun's Dual Strategy: The Game Between Full Stack and Component Supply

Old Ye from BCGJul 162026/07/16 56 views

Today at the 2026 Huawei Qiankun Media Day, Jin Yuzhi's moves reminded me of a classic case—the industry shock caused by Mobileye's decision to open up some of its technology back in 2017. At that time, Mobileye shifted from black-box delivery to providing EyeQ series chips, directly fueling the rise of China's intelligent driving supply chain. Now, Huawei Qiankun has chosen a more nuanced path: running full-stack solutions and component supply in parallel, rather than an either/or approach.

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Zhe Dan Bai DeJul 17(edited)

[quote="ye_haochen, post:1, topic:818"]

Today at the 2026 Huawei Qiankun Media Day, Jin Yuzhi's actions reminded me of a classic case—the industry shock when Mobileye decided to open up some of its technologies in 2017. At that time, Mobileye shifted from black-box delivery to providing EyeQ series chips, which directly catalyzed the rise of China's smart driving supply chain. Now, Huawei Qiankun has chosen a more delicate path: parallel full-stack solutions and component supply, rather than an either/or choice.

The cooperation models outlined by Jin Yuzhi essentially answer a core question: What role should Huawei play in the smart car industry chain? From…

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This dual-track strategy is actually somewhat similar to end-to-end models versus modular methods in protein structure prediction. Full-stack provision allows for closed-loop verification, while components lower the barrier to cooperation. The key lies in how automakers balance data sovereignty and integration efficiency. Has this been experimentally verified?