华为车BU CEO靳玉志：L3级自动驾驶将在2027年规模放量

Core Insights - The automotive industry is undergoing a transformation characterized by three waves: electrification, intelligence, and automation [1][3][4] Group 1: Waves of Transformation - The first wave (2015-2022) focused on electrification, where electric power replaced fuel, significantly reducing travel costs [3] - The second wave (2022-2027) is centered on intelligence, with algorithms replacing drivers, leading to enhanced safety and experience [3] - The third wave, starting in 2027, will focus on automation, where algorithms will redefine safety and experience standards, greatly improving travel and societal efficiency [3] Group 2: Current Industry Status - The automotive industry is currently in the intelligence phase, with many new vehicles launched this year featuring intelligent driving assistance [3] - By 2025, intelligent driving assistance, represented by high-speed and urban Navigation Cruise Assist (NCA), is expected to become mainstream [3] Group 3: Huawei's Position - Huawei's intelligent driving solution, QianKun, is already integrated into 28 models from various automakers, with a cumulative installation exceeding 1 million units [3] - The rapid adoption of intelligent driving assistance is anticipated to accelerate the arrival of the autonomous driving era [4] Group 4: Future Projections - L3 autonomous driving is expected to scale up by 2027, with the penetration rate of intelligent driving assistance increasing rapidly [4] - Huawei is committed to advancing L3/L4 autonomous driving technologies and has upgraded its QianKun ADS 4 for future commercial applications [4]