BEIJING — Huawei Technologies Co. expanded its foothold in the electric vehicle sector through July, scaling sales across its smart vehicle alliance while integrating automated driving software into major automotive manufacturing groups. Rather than assembling vehicles under its own name, the technology company operates as a Tier 1 supplier and joint brand partner. Through its Harmony Intelligent Mobility Alliance, Huawei provides autonomous driving platforms, digital cockpits, and electric powertrains, leaving physical assembly to established vehicle manufacturers.

Harmony Intelligent Mobility Alliance reported delivering 45,046 vehicles in July, pushing cumulative deliveries for the first seven months of the year to 286,000 units. The figure represents a 13.7 percent increase compared with the same period in 2025. Luxeed, a joint venture brand developed with Chery Automobile, contributed 10,709 deliveries to the July total as sales grew for its electric sedan and crossover lines.

Research and development backing

The commercial momentum follows a heavy investment cycle initiated earlier in the year. During an April technology conference in Beijing, Jin Yuzhi, chief executive officer of Huawei’s Intelligent Automotive Solution unit, outlined an 18 billion yuan ($2.63 billion) global budget for intelligent driving research and development in 2026. More than half of that budget, totaling 10 billion yuan ($1.46 billion), was allocated to cloud computing infrastructure to train driver-assistance models. Huawei’s cloud compute capacity expanded from 2.8 EFLOPS in 2023 to 60 EFLOPS by April, with plans to spend up to 80 billion yuan on computing power over five years.