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  • Intelligent Driving Perception Tested by Tunnel Exit Light Shifts; Exposure, HDR & Sensor Fusion Explained

    When a vehicle exits a tunnel, it may face bright sunlight on a clear day, or encounter shadows, wet road surfaces, and dense traffic. Although the tunnel exit appears to be just an ordinary stretch of road, it concentrates imaging, object recognition, multi-sensor fusion, and vehicle control into a single scenario. For intelligent driving systems, diverse environmental changes test whether cameras can clearly see lane markings, leading vehicles, and obstacles on the road, and whether perception

    November 12, 2026

    Intelligent Driving Perception Tested by Tunnel Exit Light Shifts; Exposure, HDR & Sensor Fusion Explained
  • Reverse JVs as New Leverage; Chinese Auto Brands Move Beyond Export to Local Industrial Integration

    "If you only solve market problems in overseas operations, that is merely 'basic level'." Zhao Fuquan, Vice Chairman of the Global Automotive Elite Organization, Honorary President for Life of FISITA, and Dean of the Institute of Automotive Industry & Technology Strategy at Tsinghua University, stated this at the 2026 Global Chinese Automotive Elites Annual Conference and the "China Embraces the World" International Development Forum for the Automotive Industry. China's total annual automoti

    November 11, 2026

    Reverse JVs as New Leverage; Chinese Auto Brands Move Beyond Export to Local Industrial Integration
  • New Models No Longer Equal New Capabilities; Next-Gen AD Races on Iteration and Scene Generalization Systems

    From late 2025 to early 2026, the hottest concepts in the intelligent driving industry were undoubtedly world models and VLA (Vision-Language-Action). A new model architecture or a new technical route was enough for companies to showcase their technological prowess. But recently, these two concepts seem to be gradually cooling down. Rather than discussing what new models have been launched, more and more companies are beginning to discuss how models enter training, simulation, and verification p

    November 11, 2026

    New Models No Longer Equal New Capabilities; Next-Gen AD Races on Iteration and Scene Generalization Systems
  • NEV Penetration Surpasses 50%; AMS 2026 Shows Auto Supply Chain Spillover to Low-Altitude & Robots

    In July 2026, monthly sales of new energy vehicles (NEVs) in China exceeded 60% of total new vehicle sales for the first time, while cumulative market share surpassed 50%. These two "firsts" combined mark that NEVs have truly crossed the watershed of claiming "half the territory." Viewed within a longer timeline, 2026 holds another identity: as NEVs move from niche to mainstream, this year is seen as the critical transition point where the industry shifts from the "electrification" first half to

    November 10, 2026

    NEV Penetration Surpasses 50%; AMS 2026 Shows Auto Supply Chain Spillover to Low-Altitude & Robots
  • Cockpit Chip Competition Shifts to AI Cost; SemiDrive X10 & Robot Chips Open New Tracks

    The mainstream automotive market is becoming the primary battleground for competition in cockpit chips, and the rules of this competition are changing. According to the latest configuration data from Gasgoo Research Institute, in the first three quarters of 2026, SemiDrive's cockpit chips (covering central control hosts and cockpit domain controllers) achieved an installation volume of 353,000 units in the domestic passenger vehicle market priced between CNY 100,000 and CNY 300,000. This ranked

    November 10, 2026

    Cockpit Chip Competition Shifts to AI Cost; SemiDrive X10 & Robot Chips Open New Tracks
  • Co-Defined Autonomous Vehicles: Manufacturing Sets Scaling Ceiling Beyond Algorithms

    At a certain stage of autonomous driving development, a viewpoint emerged suggesting that dominance in the automotive industry might shift from automakers to software companies. However, interestingly, as Robotaxis approach large-scale deployment, autonomous driving companies find themselves increasingly reliant on traditional automakers. On October 30, Waymo and Toyota announced they are advancing their autonomous driving collaboration. The two parties plan to launch testing and initial operati

    November 10, 2026

    Co-Defined Autonomous Vehicles: Manufacturing Sets Scaling Ceiling Beyond Algorithms
  • From Automotive to Robotics and Low-Altitude Economy, Murata Secures Early Position in Emerging Mobility Markets via "Technology Homology and Cross-Domain Reuse"

    At SAECCE, Murata showcased automotive-grade capacitors, PoC, IMUs, sensors, and local simulation/test support for intelligent driving. It is extending proven automotive technologies to humanoid robots and eVTOLs, targeting sensing, power, motor drive, and reliability modules amid early-stage standards.

    November 9, 2026

    From Automotive to Robotics and Low-Altitude Economy, Murata Secures Early Position in Emerging Mobility Markets via "Technology Homology and Cross-Domain Reuse"
  • XHEART Bets on End-to-End Large Models, Launches Ultra-Large-Core NPU for Autonomous Driving

    Author | Su Jialing "We only have one chance." Reflecting on the situation when starting the business in 2023, Li Zonglin, CEO of XHEART (Xin Xin Hang Tu), described it this way. At that time, the smart driving chip market was already crowded with players, yet XHEART decided to build a chip from scratch. NVIDIA Orin-X, with its 254 TOPS computing power and mature software ecosystem including CUDA and TensorRT, maintained its dominant position in the high-end smart driving market. Horizon Robotic

    November 9, 2026

    XHEART Bets on End-to-End Large Models, Launches Ultra-Large-Core NPU for Autonomous Driving
  • Battery Swap vs Ultra-Fast Charging: Automakers Race to Build and Open Energy Networks

    Automakers building their own energy replenishment stations is not a new phenomenon. From Tesla's first Supercharger stations in China in 2014 to NIO's first battery swap station completed in 2018, energy replenishment has always kept pace with electric vehicle sales. However, since 2026, the pace has clearly accelerated. Data from the China Passenger Car Association (CPCA) shows that the retail penetration rate of NEVs reached 67% in September, hitting a historic high. The energy replenishment

    November 9, 2026

    Battery Swap vs Ultra-Fast Charging: Automakers Race to Build and Open Energy Networks
  • AI-Native Cockpit Era Arrives: iFLYTEK Spark Wisdom Cockpit 3.0 Goes Into Mass Production

    Currently, the deep integration of large AI models, agents, and automobiles is accelerating the development of AI cockpits. Looking at the market, an increasing number of automakers are positioning AI cockpits as a key "selling point" to enhance product competitiveness and user experience, gradually deploying them in new vehicles. At the same time, upstream supply chain players are also accelerating their deployment. From chip and OS vendors to Tier 1 suppliers, cloud services, large model provi

    November 9, 2026

    AI-Native Cockpit Era Arrives: iFLYTEK Spark Wisdom Cockpit 3.0 Goes Into Mass Production
  • Automotive Image Sensors: The Shift From Chasing High Pixels to Balanced Perception Performance

    At the current stage, the resolution of intelligent driving cameras is steadily increasing. A single camera moving from several million pixels to over ten million pixels will certainly produce finer images. However, for intelligent driving, a clearer image does not necessarily mean more useful information has been obtained. In 2023, Sony Semiconductor Solutions released the automotive image sensor IMX735, featuring approximately 17.42 million effective pixels and emphasizing the role of high res

    November 9, 2026

    Automotive Image Sensors: The Shift From Chasing High Pixels to Balanced Perception Performance
  • TOPS Is No Longer King: Autonomous Driving Chip Competition Shifts to Model-Centric Design

    In the past few years, competition in autonomous driving chips has largely revolved around the concept of TOPS. However, as end-to-end large models gradually enter vehicle-side applications, the logic of chip competition is shifting. With model architectures, parameter scales, and computation methods continuously evolving, the traditional development mode—centered on hardware capabilities with algorithms subsequently adapted to chips—is facing new challenges. Chip manufacturers no longer need to

    November 9, 2026

    TOPS Is No Longer King: Autonomous Driving Chip Competition Shifts to Model-Centric Design
  • Synthetic Driving Data Booms, Yet Real-World Road Data Remains Irreplaceable

    How long does an autonomous driving test vehicle need to operate to accumulate sufficient real-world road data? Today, the simulated data generated by a single world model in one day may equal years of road testing for a vehicle. On November 3, Baidu released Apollo World, designed to simulate road environments and generate multi-sensor simulation data for training and testing Robotaxis. Baidu stated that the system can generate up to 100,000 kilometers of simulated driving data per day and is c

    November 9, 2026

    Synthetic Driving Data Booms, Yet Real-World Road Data Remains Irreplaceable
  • Causality & Interactivity: Baidu’s 2+3 Criteria for Autonomous Driving World Models

    Author | Wu Yuqing Editor | Tian Zhe On October 17, a distressing accident occurred on the Xupu Bridge in Shanghai. A flatbed truck first collided with a white passenger car, then veered into the opposing lane and struck four more vehicles in succession, resulting in one death and two injuries. Following the accident, numerous reconstructions and discussions about the entire incident emerged online. If the white passenger car had not changed lanes illegally, or if the truck had braked earlier, w

    November 6, 2026

    Causality & Interactivity: Baidu’s 2+3 Criteria for Autonomous Driving World Models
  • Xiaoxiang AI, Chongqing Bus Forge RoboVan Manufacturing-Operation Closed Loop in Fuling

    On November 2, Fuling Economic Development Zone, Chongqing Bus Operation Company, and Xiaoxiang AI signed a tripartite agreement. The day before the signing, the "Chongqing Regulations on Promoting the Development of Intelligent Connected Vehicles" officially came into effect, explicitly supporting districts and counties in opening up scenarios for pilot demonstrations of unmanned transportation. Policy windows and industrial actions are closely aligned, and a collaborative framework characteriz

    November 6, 2026

    Xiaoxiang AI, Chongqing Bus Forge RoboVan Manufacturing-Operation Closed Loop in Fuling
  • ADAS Price War: Rising NOA Penetration Does Not Equal Higher Supplier Profits

    For just CNY 86,800, consumers can already purchase a vehicle equipped with LiDAR and supporting navigation assistance from parking spot to parking spot. ADAS features are rapidly penetrating lower price segments, but does securing more orders guarantee higher profits for suppliers? Data from GGAI Research Institute shows that in the first half of 2026, deliveries of passenger vehicles in China with pre-installed NOA (Navigation on Autopilot) reached 2.9081 million units, achieving a penetration

    November 6, 2026

    ADAS Price War: Rising NOA Penetration Does Not Equal Higher Supplier Profits
  • How the 48V Low-Voltage System Is Reshaping the Automotive Supply Chain

    MPS says intelligent driving and high-computing loads are pushing vehicles from 12V to 48V low-voltage systems. 48V cuts current to about one quarter and losses to one sixteenth, easing wiring, heat, and ZCU design. The company promotes a complete automotive power path with eFuses, LLC converters and monitoring, while automakers accelerate 48V adoption. Global standards are still forming, requiring early OEM, Tier-1 and chip collaboration, with robotics sharing similar 48V needs.

    November 5, 2026

    How the 48V Low-Voltage System Is Reshaping the Automotive Supply Chain
  • Beyond Vehicles: Cross-Border Data Compliance Is Critical for Auto Global Operation

    When discussing the global expansion of Chinese automobiles, the industry tends to focus on complete vehicles, production capacity, and traditional supply chains. However, according to Chu Huabin, General Manager of Kintarui (China) Information Technology Co., Ltd., these elements are no longer sufficient in the era of intelligentization. What truly determines whether Chinese automakers can maintain their global leadership is another long-overlooked supply chain—data. At the Conference on Innova

    November 5, 2026

    Beyond Vehicles: Cross-Border Data Compliance Is Critical for Auto Global Operation
  • Tencent Launches TAI Agent, Shifts Cockpit AI Race to Real Task Completion

    Author | Liu Jiayi Cockpit AI is entering an awkward phase. Nearly all automakers can demonstrate "ordering coffee with one sentence," but the high-frequency services users actually use daily remain limited to navigation, music, and a few other fixed functions. Large models and Agents have been integrated into vehicles, yet they are far from being truly user-friendly or consistently utilized. Enterprise AI faces a similar dilemma. Office AI has boosted individual productivity, but achieving orga

    November 4, 2026

    Tencent Launches TAI Agent, Shifts Cockpit AI Race to Real Task Completion
  • Zhuoyu Launches Panxing, Unified AI Driving Brain for Commercial Vehicles & Heavy Trucks

    Author | Zhang Lianyi Editor | Jiang Tianshuang As mobile physical AI moves toward cross-vertical mass production, how much commercial value can a unified "brain" release? On October 29, Zhuoyu Technology officially launched its intelligent driving assistance solution for commercial vehicles, Zhuoyu Panxing™, under the theme "New Journey." The launch event disclosed Panxing's deployment progress across multiple categories, including heavy-duty trucks, buses, light trucks, vans, and unmanned logi

    November 4, 2026

    Zhuoyu Launches Panxing, Unified AI Driving Brain for Commercial Vehicles & Heavy Trucks

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