I created this landscape featuring the major companies in China developing autonomous driving technologies aiming for full autonomy in vehicles of commercial use. They are categorized by application scenarios including robotaxi, robobus, robotruck, robodelivery, smart port and smart mining. Passenger vehicles are on a different path with gradual release and upgrade of ADAS features hence OEMs and ADAS suppliers are not included here.
The go-to-market strategies have evolved for a number of companies due to emerging technical challenges, uncertain commercialization models, ever-changing capital market expectations, etc., which I have been tracking for two years now. In the next post, I will dive into the three approaches these Chinese companies have adopted to survive the autonomous driving race. Follow me :) to stay updated.
The automotive industry has been hit hard by a global semiconductor shortage since the beginning of 2021, with auto OEMs/suppliers rushing to make duplicated orders from multiple sources and semiconductor manufacturers struggling to ramp up the volume. It also caught the attention from regional leaders, each initiating a localized supply chain to prevent future reliance on foreign providers.
This article provides a breakdown of the automotive semiconductor market by types, the competitive landscape of each type, and where China currently stands. …
Computer vision, among other areas of modern artificial intelligence, is quite fundamental and rather technologically mature. In a little less than a decade, a number of Chinese AI startups have grown enormously into even unicorns with the invasion of computer vision technologies in security & surveillance, banking, mobile payment, etc.
Surveillance was a good entry point for computer vision but perhaps the ultimate application is in autonomous driving.
Before going into details, it is worth clarifying the 3 types of companies in computer vision:
At the Shanghai motor show in April, nine halls were packed with new offerings from local and foreign automakers. It seemed like everyone could find a model tailored to his/her needs and budget but the common theme is no doubt electrification and automation.
Six EV models stood out with advanced automated driving features, which represented the direction of Chinese traditional and new generation OEMs.
LiDAR is finally having its moment. On the supply side, LiDARs have reached automotive-grade, mass production capability, and an acceptable cost range. On the demand side, auto companies strive to differentiate their EV models and higher level of automated driving is one direction.
L3 remains a regulatory obstacle but isn’t an excuse. The OEMs in China found a way around either by offering certain features with clear defined “ODDs” (Operational Design Domain), or by making L3 features available via OTA upgrade in the future with necessary hardware embedded now, or both.
In this article, we will review the pairs of…
In 2020, NIO, Li Auto, Xpeng and WM Motor made the top 4 new generation OEMs in terms of sales volume. They have attracted massive amount of funding from various types of investors.
As we enter the new year of the ox, Chinese tech giants have all stepped up their strategies in the automotive field. Baidu will be making cars while Alibaba holds a stake in a new EV brand. Tencent has deep roots in serving auto companies and Huawei’s full stack solution is almost everything needed to make a car.
Baidu: Bosch + Apple Car
On January 11, 2021, Baidu announced the plan to establish a standalone company aimed at the design, manufacturing and sales of smart electric passenger vehicles.
In the new venture, the auto OEM Geely will be an investor…