传大众汽车放弃软件自研，子公司CARIAD降级

Core Insights - Volkswagen Group officially abandons its software self-development strategy, downgrading its software subsidiary CARIAD to a role of coordinator for partnerships, marking a significant setback for the "software-defined vehicle" initiative previously championed by former CEO Herbert Diess [2] Group 1: CARIAD's Development Journey - CARIAD's journey began in 2019 when Herbert Diess established the "Digital Car & Service" department, which later evolved into CARIAD in 2020 to address issues like brand fragmentation and system redundancy [2] - In 2021, CARIAD launched the "2030 NEW AUTO" strategy, outlining its critical role in the transformation of the Volkswagen Group [2] - CARIAD expanded its operations by establishing a subsidiary in China in April 2022, marking its first international expansion outside Europe [2] - The company formed a joint venture with Horizon in late 2022 and another with ThunderSoft in China in April 2023 [2] Group 2: Challenges Faced by CARIAD - CARIAD's development has been fraught with challenges, including a major restructuring and layoffs in May 2023, which further delayed the anticipated new software architecture [2] - The multitude of brands under Volkswagen Group, each with distinct technological legacies and market positions, has led to friction in CARIAD's cross-cultural and cross-system collaboration [3] - Internal role ambiguity, resource dispersion, and slow project advancement have resulted in significant delays for several core electric vehicle projects [3] Group 3: Future Direction - As of October 2025, CARIAD will be downgraded to a coordinator role, but it will collaborate with Rivian and Xiaopeng to leverage combined strengths, aiming to accelerate technology development and commercialization [3]