Tesla(US:TSLA) Guan Cha Zhe Wang·2025-07-28 09:35Core Insights - Bosch's President of Intelligent Driving in China, Wu Yongqiao, emphasized the shift in the relationship between Bosch and China, stating that "in the past, China needed Bosch, now Bosch needs China" [12] Group 1: Future of Intelligent Driving Technology - The future development of intelligent driving technology is focused on two main paths: Vision-Language-Action (VLA) and end-to-end models [3] - VLA is a multi-modal large model that integrates vision, language, and action decision-making, capable of understanding complex traffic scenarios and commands [3][4] - The end-to-end model simplifies the traditional modular architecture of autonomous driving into a single neural network that directly outputs driving commands from sensor data [3] Group 2: Challenges of VLA Implementation - Wu highlighted that while VLA is a promising direction, its implementation faces significant challenges, including difficulties in multi-modal feature alignment and data acquisition [6] - The requirement for large models (7B or 10B parameters) poses high demands on chip capabilities, which current intelligent driving chips cannot support [6][4] - Wu believes that it may take 3 to 5 years for chips capable of running large models to become available, making the deployment of VLA models currently impractical [6] Group 3: Bosch's Strategic Focus - Bosch is committed to refining the end-to-end model to achieve performance comparable to Tesla's Full Self-Driving (FSD) system, aiming for a highly human-like driving experience [9] - Wu acknowledged that while Huawei's ADS is also using an end-to-end architecture, it currently lags behind Tesla in data and computing power [9] Group 4: Future of Intelligent Driving as Standard Equipment - Wu predicts that intelligent driving will become standard equipment in vehicles, similar to seat belts and airbags, with differentiation shifting to the vehicle's cabin [12] - He noted that as intelligent driving becomes less of a differentiator, manufacturers will focus on creating unique cabin experiences to attract customers [12][14] Group 5: Bosch's Investment in Intelligent Mobility - Bosch is increasing its investment in intelligent mobility in China, with the intelligent mobility division becoming the largest business segment for Bosch in the country [12] - The sales revenue for Bosch's intelligent mobility group in China is projected to grow by 4% in 2024, reaching 116.6 billion RMB [12] - Wu stated that 65% of Bosch's new business in China over the next five years will be related to intelligent and electrification solutions [12]