You have done a great job informing us the progress on the ground. Huawei has a total package above 4 wheels in the era of autonomous driving or intelligent vehicles, which does not yet have its peer, not even Tesla. There are a few brand news auto manufacturing facilities from Chang An or JAC or Seres that are far advanced than BBA can offer. So China auto industry has overcome all barriers in traditional can manufacturing sans ICE power train. BYD is the champion in all things electric vehicles, but it is lacking what it takes to close its gaps with Huawei HIMA offerings soon enough. And China is the absolute pole position in public infrastructure for intelligent electric vehicles. In that context, I see Huawei HIMA, Tesla and BYD as the top 3 EV-to-IV champions for years to come, under the assumption that Wang Chuan Fu can overcome his personal bias agains autonomous driving by EVs.
What Huawei has been doing in HIMA is extremely hard. I know this because I have sufficient technical knowledge and professional experience in electronics aspects of what Huawei is trying to accomplish. And I am pretty sure no US manufacturing companies can come close in the foreseeable future. And we know Germany sucks at anything other than mechanical aspects of cars. I personally has witnessed Huawei's growth from a telecom copycat to an ICT giant. If Huawei can land its hands on a commercial viable 5nm for its Kirin chipsets and Ascend chipsets, not even Tesla can overcome Huawei's technological competence in what it takes to prevail in this coming new era of intelligent vehicles.
There is very little time for the west to get its house in order for that cutthroat transition.
Tesla is not a peer, but other Chinese automakers are. Generally, you just need to consider Chinese industry here as a whole as being far ahead of everything else.
Here is a recent Highway NOA test involving N7, M5, G6 and L7.
Here is one from early November out of Chongqing bw N7, AITO, XPeng, Li Auto, NIO & Tesla
You can see from this list that Tesla here could only cover 14% of area. Basically, N7, AITO & XPeng are about th same level in terms of human interaction (full ADAS coverage & < 1 human interaction & basically no mistake). We are basically pretty close to maxing out in capability in terms of Highway NOA already. Which means over the next year, everyone else in China will catch up.
Looks like NIO & Li Auto are pretty good also. I expect Li Auto to be on this top tier by end of this month once its 5.0 OTA gets rolled out. The unveiling is today.
Feel free to post some evidence, but there is really nothing special about what Huawei is doing. The entire chinese industry is just this far ahead
