On September 30th, DoNews reported that on September 14th, Huawei's Intelligent Car Solution unveiled the highlights of the first upgrade of GanKun Intelligent Driving System (ADS) 3.0. The new version of GanKun Intelligent Driving will support functions such as urban intelligent driving navigation assistance and roadside intelligent driving activation. Compared to GanKun ADS 2.0, the BEV network + GOD network architecture has been directly upgraded to GOD Big Network, which means its scene understanding capability will be fully enhanced, leading to more precise recognition.
Moreover, the current automobile market is dominated by new energy vehicles, and the domestic market has reached new heights. Intelligent driving is also showing a trend of intense competition. Electrification is the first half, while intelligence is the second half. In response to this situation, Huawei's Intelligent Car Solution has established &#34;Yinwang&#34; and adopted independent operation, adhering to long-termism, to empower more new energy vehicles with intelligent driving and intelligence.
The &#34;Golden September and Silver October&#34; period is also known as a time of consumer enthusiasm, with new car models coming one after another. Since the Chengdu Auto Show, many new cars have been unveiled by various automakers. Following the launch of the Huawei Aito M9 five-seater version on September 10th, Huawei's GanKun Intelligent Driving ADS 3.0 version began to be widely promoted. Subsequently, on September 19th, the all-new Voyah Dreamer GanKun Edition was launched, becoming the first MPV model equipped with Huawei's GanKun Intelligent Driving and HarmonyOS cockpit. On September 20th, Deep Blue L07 released the GanKun Intelligent Driving ADS SE Basic Edition, becoming the basic version of GanKun Intelligent Driving sedan priced below 200,000. At the Dongfeng Technology Week on September 23rd, the new generation Tianyuan architecture was released, and GanKun Vehicle Control launched the world's only five-in-one vehicle control module. Dongfeng and Huawei GanKun Vehicle Control jointly established a research and development center. On September 24th, the Aito R7 was newly released, and on the same day, GAC Trumpchi announced the full adoption of GanKun Intelligent Driving ADS 3.0. On September 26th, the release of the Avita 07 once again attracted users' attention, and even BYD announced the adoption of GanKun Intelligent Driving on the off-road vehicle Fangcheetah 8.
Why do many automakers support Huawei's GanKun Intelligent Driving?
One of the core advantages of Huawei's GanKun Intelligent Driving is its highly precise perception capability. By integrating technologies such as LiDAR, cameras, and millimeter-wave radar, Huawei's GanKun Intelligent Driving can comprehensively and accurately perceive the surrounding environment of the vehicle.
In terms of safety, multiple security protection mechanisms are adopted, including hardware redundancy, software encryption, data backup, etc., to ensure that the system can operate stably and reliably under any circumstances.
Huawei's GanKun Intelligent Driving also has the ability to continuously upgrade and evolve. By continuously improving and optimizing the personalized driving experience through user feedback and data, it can keep Huawei's GanKun Intelligent Driving up to date at all times.
2024 may become the year of intelligent driving, and Huawei will lead the second centennial revolution in the automotive industry
According to statistics, in 2023, China's production and sales of new energy vehicles reached 9.587 million and 9.495 million respectively, with year-on-year growth rates of 30.3% and 32% respectively. The market share reached 31.6%. It is expected that by the end of 2024, the sales volume is expected to exceed 20 million units. In addition, with the improvement of charging facilities, as of the end of June 2024, China has completed the construction of approximately 10.243 million charging piles, including 3.122 million public charging piles, 7.122 million private piles, and 3,772 battery swapping stations
Overall, the Chinese new energy vehicle market has maintained a high growth momentum. Compared to before 2020, there are various options available to consumers now, from traditional fuel vehicles to new energy vehicles. Even with a budget of 100,000 RMB, consumers can spend days deciding without test driving. With a budget of 200,000 RMB, considerations for intelligent driving and smart features come into play, providing a much better experience. Therefore, the improvement of new energy infrastructure and continuous technological iterations give consumers confidence in choosing new energy vehicles.
In terms of heavy investments in intelligent driving by various companies, according to the Gaishi Automotive Research Institute's ranking of intelligent driving suppliers' installation volume in the first half of 2024, the automotive intelligent components market has shown a vigorous development trend in the first half of the year. In terms of LiDAR installation volume, although Speedtech Juchuang ranks first, Huawei, closely following in second place, has been narrowing the gap with the leader through increased investments. It is believed that a reshuffle may happen soon. In addition, besides NVIDIA and Tesla FSD in the domain control chip field, Huawei holds the third position in terms of installation volume, occupying the third spot.
Although for ordinary users, Huawei's Qiankun ADS intelligent driving has truly gained popularity in the past half year, the reality is that Huawei's intelligent driving research and development actually started in 2013. With Huawei's strong ecosystem capabilities and hardware planning, which involves both software and hardware synergy, it can provide a full set of solutions for vehicles like Aito and also for models equipped solely with intelligent driving systems like Deep Blue L07. With flexible cooperation models such as Huawei's previous component supply, Hi mode, and Smart Selection Car, Huawei maintains the closest cooperation with vehicle manufacturers and helps them build better cars. With the expansion of the Qiankun intelligent driving social circle model, Huawei's intelligent driving system, whether high-end, basic, or SE versions, will enter various price segments of vehicles, providing choices for consumers. This is bound to trigger a second revolution in the automotive industry in terms of intelligent driving, changing consumers' acceptance and perception of intelligent driving.
Initiating the second half of intelligence, bringing intelligence and smart features to every vehicle, entering thousands of households
&#34;Huawei does not make cars, but helps vehicle manufacturers build good cars&#34; has always been Huawei's slogan. Previously, to experience Huawei's intelligent driving, one needed to buy Aito, which was a consensus from a consumer perspective. However, with various automakers successively equipping Qiankun intelligent driving ADS 3.0, users have more choices. In January this year, Huawei introduced Shenzhen Yingwang Intelligent Technology Co., Ltd., and around late August, introduced Avita Technology and Siles, two automakers. Earlier in April 2019, Huawei's Xu Zhijun first proposed that Huawei should become an &#34;incremental parts provider&#34; for new energy vehicles. Huawei is the only company in the industry that can cover everything from chips to hardware, operating systems, software, and cloud-based training, possessing a unique advantage as an information and communication enterprise.
Yingwang will be an intelligent open platform jointly participated by the automotive industry, bringing intelligence to every vehicle, continuing to help vehicle manufacturers &#34;build&#34; good cars, make &#34;good cars,&#34; and sell good cars. In the trend of intelligence, cars will not only be traditional mechanical products centered around manufacturing but also high-tech products defined by technological innovation and software
Xu Zhijun also stated: &#34;Under the cooperation model of 'Yingwang', enterprises lacking investment and capability foundation in the field of intelligence can choose 'Yingwang', and 'Yingwang' will also support these enterprises to achieve the sharing of intelligent capabilities.&#34;
Therefore, overall, September may only be the beginning, and the second half of intelligence is just starting. In the future, there will be more and more models equipped with Huawei's intelligent driving system. In the future, intelligent driving will be available at every price point, which will be a win-win situation for both car manufacturers and consumers.
China is already leading in intelligent driving, and Huawei will lead intelligent driving
The field of intelligent driving requires high investment and extensive research and development. According to Huawei's financial report, Huawei's annual R&amp;D investment in 2023 was 164.7 billion. Huawei has long been committed to investing in areas such as algorithms, chip communication, etc., which are then transformed into intelligent driving, computing power, and various integrated perception sensors. With the younger demographic of car consumers nowadays, intelligent driving has become the preferred choice. In order to cater to consumers, car manufacturers are all producing smart vehicles.
In addition, the earlier ADS 1.0 version was unveiled in Shanghai in 2021, and by 2023, the nationwide launch of ADS 2.0, as well as the push for ADS 3.0, with such rapid development and iteration, can be described as a miracle. Intelligent driving technology certainly did not appear out of nowhere, nor did it achieve success overnight. For Huawei, from AI chips, operating systems, software algorithms, to complete self-research of the entire stack, and coordinating the integration of software and hardware, these are also the results of Huawei's long-termism.
Therefore, overall, Huawei is still empowering car manufacturers from the perspective of a technology company, creating an intelligent driving system that fits the usage habits of Chinese users, helping car manufacturers build good cars, empowering different values for both car manufacturers and consumers. With continuous evolution and iteration, as word of mouth and sales gradually increase, it will also lead to a reshuffle in the field of intelligent driving

HUAWEI

Huawei Intelligent Car Solution released the Gan Kun Intelligent Driving System ADS 3.0 on September 14th, adding functions such as urban intelligent driving navigation assistance to enhance scene understanding capabilities. With the intensifying competition in the new energy vehicle market, Huawei has established "Yinwang" to operate independently, aiming to empower more vehicle models with intelligent driving technology. Recently, several new cars have been launched successively, with many car manufacturers choosing to equip Huawei's intelligent driving system due to its precise perception capabilities and multiple safety protection mechanisms

Huawei's Qiankun Intelligent Driving ecosystem is gradually expanding, and ADS 3.0 intelligent driving system will enter thousands of households