New Energy Vehicles (NEVs) in China

supersnoop

Major
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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.

View attachment 122339

Here is a recent Highway NOA test involving N7, M5, G6 and L7.

View attachment 122340

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
Curious, do you know if Tesla does autopilot training in China?

Not being a technical expert, but is it possible that models made in North America are simply not adapting well, even though driving is a seemingly similar task between countries?
 

4Runner

Junior Member
Registered Member
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.

View attachment 122339

Here is a recent Highway NOA test involving N7, M5, G6 and L7.

View attachment 122340

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
That would be the easy part. The whole "IV" ecosystem has a larger context than "EV". One fundamental difference between "IV" and "EV" is that, in "EV" human driver is the mission-critical factor while in "IV" vehicle itself is the mission-critical factor. This aspect is hard to understand inside any industry except those insiders who have sunk their teeth. In plain English, a few isolated incidents could kill an "IV" vendor in a short order, which was not the case for "EV" or ICE vendors. As a 30+ year veteran in mission-critical embedded real-time systems, I can assure you that, lab tests or field tests or "third-party" reviews are almost irrelevant in the final dash toward "IV" real-world deployment. We have barely scratched surface in China. And that is exactly the same reason why US started early in R&D of autonomous driving but faded quickly. That critical factor translated in US is just that, liability.

So, this is not a debate or argument. Let's find out in 12-24 months how this "IV" race is evolving in China. My bet is on Huawei(1), Tesla(2) and BYD(3) in that order. Li Auto may survive. Xpeng is 50-50. Nio better be merged or acquired ASAP.

As a footnote, Baidu started R&D in autonomous driving earlier than most in China. And Baidu is widely regarded as one of the competent IT and AI shop in China. See where they are stand in the current "IV" race? This is not nearly as simple as what meets the eyes.
 

tphuang

Lieutenant General
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Curious, do you know if Tesla does autopilot training in China?

Not being a technical expert, but is it possible that models made in North America are simply not adapting well, even though driving is a seemingly similar task between countries?
so FSD is not supported in China. Which could explain the really bad results. But personally, I haven't had the greatest experience with Tesla ADAS features. So, it remains to be seen where they are at in the complicated China market

That would be the easy part. The whole "IV" ecosystem has a larger context than "EV". One fundamental difference between "IV" and "EV" is that, in "EV" human driver is the mission-critical factor while in "IV" vehicle itself is the mission-critical factor. This aspect is hard to understand inside any industry except those insiders who have sunk their teeth. In plain English, a few isolated incidents could kill an "IV" vendor in a short order, which was not the case for "EV" or ICE vendors. As a 30+ year veteran in mission-critical embedded real-time systems, I can assure you that, lab tests or field tests or "third-party" reviews are almost irrelevant in the final dash toward "IV" real-world deployment. We have barely scratched surface in China. And that is exactly the same reason why US started early in R&D of autonomous driving but faded quickly. That critical factor translated in US is just that, liability.

So, this is not a debate or argument. Let's find out in 12-24 months how this "IV" race is evolving in China. My bet is on Huawei(1), Tesla(2) and BYD(3) in that order. Li Auto may survive. Xpeng is 50-50. Nio better be merged or acquired ASAP.

As a footnote, Baidu started R&D in autonomous driving earlier than most in China. And Baidu is widely regarded as one of the competent IT and AI shop in China. See where they are stand in the current "IV" race? This is not nearly as simple as what meets the eyes.
Tesla won't be anywhere in the top for a very simple reason, it doesn't use Lidars. The recent tests have shown Lidars really matter in adverse conditions.

From what we can see in the China market, HW and City NOA are the most we can expect in the near future. In these arenas, Highway NOA at this point with accurate map is basically an already solved problem.

If Robotaxis can drive themselves already, why would city NOA be so difficult? There are so many AI firms right now in China working on ADAS. automakers can just select the best out of them. And when it comes to Horizon Robotics, it's actively working on the software end of things. All this knowledge is getting shared. Basically, automakers when they work on this with ADAS providers, they know how many parameters and what parameters they need. They just need to do the training and some tweaking

you can watch Denza N7 HW NOA here. It's pretty good

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tphuang

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BYD has started to use intermodal rail from Xian to export to EU. Previously, all those trains were just stopping in Central Asia


BYD participating in formulating China's 0-carbon policies


Tang and Seal-U along with XPeng G9 all received 5 star Euro NCAP. I used to think this is a big deal, but looks like anyone can get 5 star now. Those Dongchedi tests are the golden standard in safety

BYD Han & Atto 3 coming to bahrain
 

4Runner

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Huawei's Core Network Autonomous Driving Network (ADN) Ranked No.1 by ABI Research​


This is one of those areas of core competence that set Huawei apart. Tesla has powerful Nvidia chipsets, but it solely relies on cameras. Regardless of powerful chipsets or optimized algorithms, it is still a one-trick pony. On the other hand, Huawei is the only vendor that has 5G, AI hardware, AI software, drive-by-wire electric powertrain and end-to-end EV+ solutions.
 

〇__〇

Just Hatched
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China may have reached peak petrol station

December 7, 2023

Sinopec, having previously predicted that 2025 would be the year,
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eyebrows in August with a statement that petrol demand in China should
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in 2023.

PetroChina and Sinopec began
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battery charging and switching at their filling stations seven or eight years ago. By the end of 2022, PetroChina had
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charging and switching stations, and Sinopec had 2,299 (again, some of these were situtated within existing petrol stations, some separately). The latter is planning for at least
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by 2025.

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