Core Viewpoint - The automotive industry is undergoing a transformation characterized by three waves: electrification, intelligence, and automation, leading towards embodied intelligence in vehicles [1] Group 1: Transformation Waves - The first wave (2015-2022) focuses on electrification, where electric power replaces fuel, significantly reducing travel costs [1] - The second wave (2022-2027) emphasizes intelligence, with algorithms replacing drivers, greatly enhancing safety and user experience [1] - The third wave, starting in 2027, will be centered on automation, where algorithms will redefine safety and experience standards, significantly improving travel and societal efficiency [1] Group 2: Industry Collaboration and Projections - The company QianKun Intelligent Driving has partnered with several automakers, including Seres, JAC, BAIC, SAIC, GAC, Changan, and Dongfeng, to launch 28 vehicle models [1] - The deployment of QianKun Intelligent Driving has surpassed 1 million units, indicating strong market acceptance and growth potential [1] - With the accelerated adoption of NCA in highways and urban areas, Level 3 automation is expected to scale significantly by 2027 [1]
华为靳玉志：汽车产业正进行“三波浪潮”变革，并加速迈向具身智能
Xin Lang Cai Jing·2025-09-28 09:37