XPENG(US:XPEV) Zhong Guo Qi Che Bao Wang·2025-08-15 00:48Core Insights - Volkswagen Group's "In China, For China" strategy reaches a significant milestone with the expansion of the CEA architecture in collaboration with Xpeng Motors, set to apply to both electric and internal combustion engine vehicles by 2027 [1][3][4] Group 1: CEA Architecture and Technological Advancements - The CEA architecture features a robust central computing platform that supports advanced driver assistance systems (ADAS) and includes an AI-powered smart cockpit, enabling rapid and stable over-the-air (OTA) updates [3][4] - By reducing the number of existing electronic control units (ECUs), the CEA architecture simplifies system complexity, enhances vehicle sustainability, and increases long-term value [3][4] - Volkswagen aims to solidify its competitive advantage in the Chinese market and set new industry benchmarks across various powertrain types with the comprehensive software solution provided by the CEA architecture [3][4] Group 2: Strategic Partnerships and Local Development - The deepened collaboration with Xpeng Motors signifies a strong mutual trust and commitment to technological innovation in the smart electric vehicle sector [3][4] - Volkswagen Group has established a new R&D and innovation center in Hefei, enhancing local development resources and technical capabilities to better align with industry trends such as digitalization and autonomous driving [4] - The collaboration between CARIAD China and Volkswagen Group (China) Technology Co., Ltd. focuses on accelerating the implementation of digital services and developing reliable ADAS and autonomous driving technologies [4] Group 3: Market Strategy and Future Plans - Starting in 2026, Volkswagen Group will accelerate its push for smart connected vehicles in China, with approximately 30 electrified models expected to launch by 2027 and another 30 pure electric models by 2030 [5] - The introduction of new models, including those under the AUDI brand, will help Volkswagen Group to further penetrate diverse market segments and reach a broader customer base in the competitive Chinese automotive market [5]