New Energy Vehicles (NEVs) in China

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supersnoop

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tphuang said:
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.
Click to expand...
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?
 
tphuang

tphuang

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supersnoop said:
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?
Click to expand...
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.
 
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