Probably coincides with the new mega port opening in Peru, they can ship massive volumes of raw materials out and return with cargo holds full of the finished EVs.
Let me rephrase...I'm not really sure your question here. EV platforms are more optimized for ADAS if that's what you are asking since you already have wire across your EVs and an efficient electrical system. You don't need to duplicate that.
There is no hope for western companies in ADAS related stuff for China. Lidar is just one part of that.
this is the market share current for front facing MMW radar
View attachment 140134
Notice how Bosch and Continental are at top and Cheng Tech, Huawei, WHST and Fudi account for just 18% of the market?
Well, I would bet a year from now, Chinese suppliers will be at 50%.
Once we ramp up production at Fudi, no one else really has a chance.
Remember, a lot of the automakers still using Western ADAS sensors are actually the foreign JVs as well as Tesla. Or incompetent Western worshipper like NIO.
There is no ADAS here in America outside of a couple of guys in Bay Area.Let me rephrase...
Q1 Besides the power delivery is there any other advantage of EV platforms with respect to ADAS?
Q2 If EV adoption suffers a big setback in North America, what kind of implications do you see in terms of ADAS?
Some expansion on Q2. Without the Chinese market, most likely the western manufacturers will never scale LIDAR production cost efficiently. Do you think they will just give up on LIDAR (a la Musk)? Does China start to climb up it's own EV focused tech-tree with techs like LIDAR, while the West goes in another direction that still centers around ICE?
why does this need to be given an "exclusive" report? It's been reported for a while now from Robosense and Hesai that cost will come below 1500 RMB. BYD has said it can lower lidar cost to 900 RMB.
There is no ADAS here in America outside of a couple of guys in Bay Area.
Most likely what happens is that European automakers use Chinese tech stack for EVs, including Lidar and auto chips. VW is already fully committed to Horizon partnership.
in general for ADAS, using EVs is better because fully electric systems react faster. But no reason you can't install it on ICE cars.
he is cheapHow come elon always says lidar is not good for EV?
if you develop tech in China in a JV, would you not use it in your European models? There is no such development going on in Germany.Is VW using Horizon technology for their European and US markets as well?
Cost. EVs are clean sheet designs in which lots of functions are concentrated in a few control systems instead of tons of MCUs spreading all over the vehicle. Adopting ADAS means redesigning the entire ICE vehicle from the ground up.Let me rephrase...
Q1 Besides the power delivery is there any other advantage of EV platforms with respect to ADAS?