自动驾驶竞争进入下一程，华为乾崑要做“黑土地”

Core Insights - The article discusses the rapid growth and evolution of Huawei's QianKun intelligent driving system, highlighting its increasing user adoption and the need for a comprehensive ecosystem to address various driving-related challenges [2][5][12]. Group 1: Growth of Intelligent Driving - Huawei's QianKun intelligent driving system has surpassed 1 million units in August, a significant increase from 300,000 units in October of the previous year, indicating a strong user reliance on smart driving technology [2]. - The active user ratio for QianKun has reached 95.2%, showcasing a substantial acceptance of intelligent driving features among users [2]. - The penetration rate of intelligent driving in China is projected to exceed 60% by mid-2025, significantly faster than the 10 years it took for electric vehicle penetration to reach 50% [5]. Group 2: Ecosystem Development - Huawei aims to create an open ecosystem for autonomous driving, positioning itself as an "ecosystem solution provider" rather than a dominant player [4][12]. - The QianKun platform consists of four main components: autonomous driving operation platform, transaction platform, intelligent driving function platform, and operation and maintenance platform, designed to unify data and capabilities [13][16]. - The platform allows partners to develop customized services by utilizing standardized "ecosystem kits" for high-frequency scenarios such as charging, parking, and insurance [16]. Group 3: Addressing Systemic Challenges - Despite advancements in intelligent driving, significant gaps remain in the overall user experience, particularly in parking and charging, which are critical for a seamless travel experience [8][9]. - The report indicates that 30% of urban traffic is caused by vehicles searching for parking, highlighting the need for integrated solutions to improve efficiency [8]. - The average utilization rate of public charging stations is only 12.7%, with a combined failure and occupation rate exceeding 35%, indicating ongoing challenges in the charging infrastructure [8]. Group 4: Future Outlook - The automotive industry is shifting its competitive focus from electrification to the overall intelligence of vehicles, with expectations for large-scale commercialization of Level 3 autonomous driving by 2026 and Level 4 trials in urban areas [12]. - Huawei's QianKun has established partnerships with 33 vehicle models, achieving a market share of 27.8% in urban navigation assistance, with new car sales reaching 452,000 units in the first three quarters of 2025 [17]. - The transition from a technology provider to an ecosystem collaborator is crucial for Huawei to ensure sustainable value creation for its partners in the evolving automotive landscape [17].