[Preview of the Weekly] Tech Giants Enter the Fray, Stirring Up the Smart Driving Arena as Commercial Paths Remain to be Explored (AI Translation)
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- Huawei announced plans to establish a new company focusing on intelligent automotive systems and components, with Changan Automobile as the angel investor expected to hold up to 40%. The goal is to make the new company a world-class leader in intelligent driving. Industry players are recognizing the commercialization tipping point for intelligent driving, and companies like Li Auto are accelerating their efforts in this field.
- Intelligent driving technology has been developing for nearly two decades, with Tesla's CEO Elon Musk claiming it's safer than human driving. However, achieving fully autonomous driving has proven more challenging than anticipated. Regulatory pilots for L3 and L4 level intelligent connected vehicles have begun in China, indicating progress towards higher levels of automation.
- The competition in intelligent driving is intensifying with major players like Tesla preparing to launch their Full Self-Driving (FSD) system in China. There are concerns about finding sustainable business models for intelligent driving due to its complexity and high costs. Companies must balance long-term goals with short-term gains while exploring viable commercial pathways amidst technological uncertainties and market challenges.
文｜财新周刊 安丽敏
By An Limin, Caixin Weekly
2023年底，华为在汽车智能驾驶领域掀起波澜。
By the end of 2023, Huawei has made waves in the field of intelligent driving for automobiles.
11月26日，华为宣布计划组建一个新公司，聚焦汽车智能系统和零部件。长安汽车（000625.SZ）是这家新公司的天使轮投资者，初期有望获得不超过40%的股份。华为还在密集接触多个意向投资方，目标是把新公司打造成一家世界级智能驾驶领先企业。
On November 26, Huawei announced plans to establish a new company focusing on intelligent automotive systems and components. Changan Automobile (000625.SZ) is the angel investor for this new venture, initially expected to acquire no more than 40% of the shares. Huawei is also actively engaging with multiple potential investors, aiming to develop the new company into a world-class leader in intelligent driving technology.
接近华为的人士称，消费者正在逐渐感受到智能驾驶的价值，商业化拐点可能很快到来，华为在该领域连续多年高强度投资，不能坐视机会流失。行业内其他企业也很快意识到华为吹响了集结号，准备大干一场。
Sources close to Huawei indicate that consumers are gradually recognizing the value of intelligent driving, and a commercial inflection point may be imminent. After years of intense investment in this field, Huawei cannot afford to let opportunities slip away. Other companies within the industry have also quickly realized that Huawei has sounded the rallying call and are preparing to make significant moves.
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