D9 coming to Tokyo auto show. Should be launching in foreign markets next year
Demand for u8 so high that a second line is getting setup
Demand for u8 so high that a second line is getting setup
New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
Bosch is a major player in Chinese ev markets for electric steering type of chips. They are trying to move as much production in china as possible.
Win win with Thailand and byd. Byd hiring local talents and training them. It is also getting a lot of sales and building factories
i already posted this tweet in semiconductor thread, but it's important here too
to add to this
As other cockpit SoCs (from semidrive, SiEngine & Unisoc) enter market and with QCOM-8155 continuing to be used for lower priced cars, this shrink market for Autochips
AC7870x MCU got unveiled in October. Meets AEC-Q100 grade 1 & ASIL-D requirement for auto usage. Both highest grade
Looks like it can finally be used everywhere on a car
Look at that, top ASIL grade & AEC grade
full conformed to EVITA FULL information security code
And that's where you want to get to if you want to be used by everyone. That's how you can charge the top bucks, by meeting all the requirements
to add to this
says that for in vehicle infotainment system (IVI), it has 10% market share for SoC in China. 70% are export
As other cockpit SoCs (from semidrive, SiEngine & Unisoc) enter market and with QCOM-8155 continuing to be used for lower priced cars, this shrink market for Autochips
MCU now has increased to 30+% of Autochips, it is the #1 domestic supplier
It's new gen cockpit chip actually just uses 28nm process and expecting to do 60k+DMIPS & 1.2TOPS vs SiEngine's 7nm chip. So clearly, it is going for the low cost option. 60k+DMIPS is pretty good for 28nm
AC7870x MCU got unveiled in October. Meets AEC-Q100 grade 1 & ASIL-D requirement for auto usage. Both highest grade
Looks like it can finally be used everywhere on a car
Look at that, top ASIL grade & AEC grade
full conformed to EVITA FULL information security code
And that's where you want to get to if you want to be used by everyone. That's how you can charge the top bucks, by meeting all the requirements
Lethe
Captain
Six months ago there was a run of articles about Toyota launching the bZ3 in China, built under the FAW-Toyota JV with BYD powertrain. How is this vehicle coming along? recent article says that more than 20,000 units have been sold to date, but this number is devoid of context. Is it a competitive vehicle within its segment? Has it been well-received by consumers?
The two large meta narratives are about Toyota's laggardly approach to EVs (with its unimpressive bZ4X offering as a recent key exhibit in that narrative), and also the increasing headwinds that Japanese and other foreign brands are facing inside China. Has bZ3 done anything to change or alternately reinforce these narratives over the past six months?
The two large meta narratives are about Toyota's laggardly approach to EVs (with its unimpressive bZ4X offering as a recent key exhibit in that narrative), and also the increasing headwinds that Japanese and other foreign brands are facing inside China. Has bZ3 done anything to change or alternately reinforce these narratives over the past six months?
Holomatics (禾多科技) claims to be the only independent ADAS tech provider to form full cooperation with a large auto group, which is GAC
Expect Aion, Trumpchi & other GAC brand to use Holomatics. One is Hyper GT, which got unveiled with Holomatic L2 ADAS in July. Expect this to increase going forward.
Holomatics say it has other partners also.
It's OS, as you can see it's layered between the OS, which can be linux, QNX or Posix RTOS (a lot of RT OS here)
and App layer
And this is supporting different chips.
I mean that's the role of ADAS tech providers. Have a system that supports as many hardware as possible and works with as many automakers as possible
Expect Aion, Trumpchi & other GAC brand to use Holomatics. One is Hyper GT, which got unveiled with Holomatic L2 ADAS in July. Expect this to increase going forward.
Holomatics say it has other partners also.
It's OS, as you can see it's layered between the OS, which can be linux, QNX or Posix RTOS (a lot of RT OS here)
and App layer
And this is supporting different chips.
I mean that's the role of ADAS tech providers. Have a system that supports as many hardware as possible and works with as many automakers as possible
So Huawei cars use Huawei ADS
Xpeng uses its own XNGP
NIO uses its own ADAS
Li Auto uses it own Li AD Max
BYD uses Momenta & possibly others (DJI?)
IM Motors uses Momenta
GAC group uses Holomatics
Looks like Chery uses Daas Auto
Zeekr - Mobileye (NZP)
FAW - Mobileye
uses Black Sesame chips on Hongqi models
GWM - Haomo.ai
Dongfeng's commercial vehicle division uses 智加科技 (Plus ai, here is their LinkedIn page )
ChangAn & DeepBlue subsidiary - to be announced this week. Unclear, but quite possibly Huawei
Neta - Unclear who provides ADAS algo, might be self developed
Uses Huawei MDC610 for computation
uses Hesai Lidar
Leapmotor - Looks like self developed
There are more, but this is a pretty long list already
Xpeng uses its own XNGP
NIO uses its own ADAS
Li Auto uses it own Li AD Max
BYD uses Momenta & possibly others (DJI?)
IM Motors uses Momenta
GAC group uses Holomatics
Looks like Chery uses Daas Auto
Zeekr - Mobileye (NZP)
FAW - Mobileye
uses Black Sesame chips on Hongqi models
GWM - Haomo.ai
so Haomo is born out of GWM. Makes sense GWM use Haomo then. Since GWM is said to partner with Horizon Robotics, Haomo solution will also use Journey series
Dongfeng's commercial vehicle division uses 智加科技 (Plus ai, here is their LinkedIn page )
ChangAn & DeepBlue subsidiary - to be announced this week. Unclear, but quite possibly Huawei
Neta - Unclear who provides ADAS algo, might be self developed
Uses Huawei MDC610 for computation
uses Hesai Lidar
Leapmotor - Looks like self developed
There are more, but this is a pretty long list already
No, bZ3 is an absolute joke.
What’s the point of buying a BYD with Japanese skin when you can just buy a plain BYD?
SAIC broke ground on new battery factory in Zhengzhou, not sure whose tech they are using
Neta V has been launched in Indonesia
Neta V has been launched in Indonesia