Group 1 - The automotive industry is facing challenges in monetizing software subscription models, with many companies unable to provide a clear timeline for profitability through this approach [1][2][3] - The emergence of a "free alliance" among domestic automakers, offering advanced driver assistance systems (ADAS) as standard features, has raised concerns about the sustainability of the software subscription model [1][8] - Bosch's call for not promoting high-level intelligent driving systems for free highlights the potential risks to the future profitability of the automotive sector [1][7] Group 2 - Global automakers initially viewed software subscriptions as a key revenue model, but the trend towards free offerings in China has led to a reevaluation of this strategy [2][5] - Companies like Tesla and Huawei remain committed to charging for software, with Tesla's Full Self-Driving (FSD) priced at 64,000 yuan, indicating a willingness to pay for advanced technology [2][13] - The competitive landscape has shifted, with many Chinese automakers adopting a model of embedding hardware and offering software for free, aiming to increase usage and data collection [9][10] Group 3 - The feasibility of subscription models is questioned due to consumer expectations for free access to intelligent driving features, making it difficult for companies to charge for software [3][12] - The hardware subscription model has seen limited success, with luxury brands experimenting but facing backlash from consumers who feel they should not pay extra for features already included in the vehicle [4][5] - The potential for a successful subscription model may depend on the development of higher-level autonomous driving technologies, which could change consumer willingness to pay [12][13] Group 4 - The automotive industry is experiencing a shift towards standardizing high-level intelligent driving systems, with many new models offering these features at no additional cost [8][9] - Companies are exploring various pricing strategies, including limited-time free access and one-time buyouts, to encourage adoption of intelligent driving technologies [9][10] - The long-term viability of subscription models remains uncertain, with industry experts suggesting that only a few companies may successfully implement them due to ongoing price competition [12][14]

Group 1 - The core viewpoint of the articles highlights the concern that free promotion of advanced driving assistance systems (ADAS) could undermine the profitability of the automotive industry, as emphasized by Bosch's president in China, Wu Yongqiao [2][7] - The trend of "free high-level intelligent driving" is gaining traction among domestic automakers, with companies like Chery, Leap Motor, BYD, and Xpeng announcing that their entire model ranges will be equipped with advanced ADAS, leading to over a hundred models being offered [2][8] - The expectation of profitability through software subscription models has become uncertain, with industry insiders stating that discussions on software subscription profitability are currently not feasible [2][5] Group 2 - International automakers are prioritizing "sustainable revenue" and have begun charging subscription fees for embedded hardware features, although this approach has faced backlash from domestic consumers [3][5] - Tesla and Huawei are strong proponents of software charging, with Tesla's Full Self-Driving (FSD) priced at 64,000 yuan, while Huawei has increased the price of its Qian Kun intelligent driving system by 2,000 yuan [3][12] - The consensus among industry experts is that the realization of a paid subscription model is more challenging than anticipated due to intense price competition and consumer expectations for free features [3][11] Group 3 - The feasibility of hardware subscription models has diminished significantly, with luxury brands still experimenting with them despite low consumer uptake [4][5] - BMW and Mercedes-Benz have faced criticism for charging fees for features that are standard in many domestic vehicles, leading to adjustments in their subscription strategies [4][5] - The trend of free high-level intelligent driving features is seen as a way to build consumer habits and dependencies, but there is skepticism about the potential for high subscription rates post-free periods [9][10] Group 4 - The articles suggest that the subscription model for software may be collapsing, with experts indicating that a successful implementation would require overcoming fierce competition and establishing significant technological barriers [11][12] - The potential for consumers to pay for advanced driving technologies may increase with the advent of Level 3 autonomous driving, but achieving a consensus among automakers on subscription models remains challenging [11][12] - The automotive industry is experiencing a shift where hardware upgrades are seen as the foundation for profitability, with companies like Horizon predicting a profitability turning point by 2027 [12][13]