Core Viewpoint - The article discusses the significant advancements in the autonomous driving industry in 2025, focusing on the evolution of L2, L3, and L4 levels of autonomous driving technology, highlighting both the opportunities and challenges faced by the industry [3][11]. Group 1: L2 Level Developments - In 2025, L3 autonomous driving technology began to gain regulatory approval, leading to a decline in the previously popular "L2++" concept, with all consumer-facing smart driving functions now categorized as L2 [6][8]. - BYD initiated the "smart driving equality" movement by integrating its self-developed "Tian Shen Zhi Yan" system into lower-priced models, making advanced features accessible to more consumers [8]. - Traditional automakers like Geely and Chery followed suit, expanding mid-level assisted driving features to a broader market, contributing to a wave of widespread smart driving adoption [8][10]. - The market saw an increase in domestic smart driving suppliers like Momenta expanding into overseas markets, securing contracts with established automakers [8][10]. Group 2: L3 Level Developments - The end of 2025 marked a turning point for L3 autonomous driving, with the Ministry of Industry and Information Technology granting approval for the first L3 conditional autonomous driving models, including the BAIC Arcfox Alpha S and Changan Deep Blue SL03 [12][14]. - These models can operate under specific conditions, with the Arcfox capable of speeds up to 80 km/h on designated roads, marking a significant shift in responsibility from drivers to manufacturers and system suppliers [14][15]. - The approval of L3 technology is expected to reshape the industry landscape, potentially becoming a benchmark for measuring the leading players in the autonomous driving sector in 2026 [15]. Group 3: L4 Level Developments - 2025 was a pivotal year for L4 autonomous driving, witnessing a resurgence in capital investment and the beginning of commercial viability, with companies like Pony.ai and WeRide going public and raising significant funds [16][17]. - L4 technology demonstrated its commercial potential in specific applications, such as autonomous mining trucks and urban delivery vehicles, achieving operational efficiencies and cost reductions [19][23]. - The industry consensus shifted from a focus on technological idealism to practical commercial applications, emphasizing the importance of production capabilities and operational efficiency [23]. Group 4: Industry Insights and Future Outlook - The article emphasizes the need for continuous learning and adaptation within the autonomous driving sector, as technological advancements and market dynamics evolve rapidly [24][29]. - The growing application of autonomous driving technology across various urban and logistical scenarios in China reflects the country's leadership in the global autonomous driving landscape [29].

Group 1 - The AITO M7 extended-range version has been launched with a price range of 299,800 to 319,800 yuan, offering two models [1][2] - The new AITO M7 features a battery capacity of 53.4 kWh, with a single motor output of 227 kW, achieving a 0-100 km/h acceleration time of 8.2 seconds and an improved CLTC pure electric range of 327 km [4][6] - The AITO brand has reached a milestone of producing its one millionth vehicle, the M9, in 46 months, with a target to achieve the next million in the next two years [6] Group 2 - The new Arcfox Kaola S has been launched with a price range of 99,800 to 119,800 yuan, offering three models and providing extensive warranty options for battery performance [2][11] - The Arcfox Kaola S features a 150 kW motor and a 58.8 kWh lithium iron phosphate battery, achieving a 0-100 km/h acceleration time of 7.95 seconds and a CLTC pure electric range of 520 km [11] - The design of the Arcfox Kaola S continues the existing model's aesthetics while enhancing features and lowering the entry price to boost sales [11] Group 3 - The official images of the Shangjie Z7 have been released, positioning it as a pure electric coupe with design elements reminiscent of the Porsche Taycan [12][17] - The Z7 is expected to compete with the Xiaomi SU7 in the market, indicating a focus on aesthetic appeal and performance [17] Group 4 - Lantu Automotive has signed a deepening strategic cooperation agreement with Yiwang, focusing on smart driving and intelligent cockpit development [19] - The collaboration aims to enhance user experience through joint teams and full value chain cooperation, leveraging Huawei's brand influence and technology [19] Group 5 - BAIC New Energy has announced strategic achievements in the smart mobility sector, launching the L3 version of the Arcfox Alpha S for trial operations in designated areas [22][24] - The L4 level strategy involves a partnership with Pony.ai to expand from a single model to a full spectrum of autonomous driving vehicles, aiming for international market expansion [22][27] - The Arcfox brand has seen significant growth, with sales doubling year-on-year and becoming one of the first to receive L3 autonomous driving vehicle product access licenses [27]

Wait, if this leaves out polygon due to the technical definition, I wonder if they technically counted hyperliquid as an L3 on Arbitrum here?seems unlikely, but then again so does Internet Computer and Stellar having more new devs than HL based on my convos as an RPC provider ...

Core Insights - Huawei's intelligent driving solution, ADS 4, is expected to achieve pilot commercial capabilities for high-speed L3 level and urban L4 level testing by the end of this year, with hopes for full capabilities in 2024 [1] - By July 2025, over 1 million vehicles equipped with Huawei's intelligent driving system are projected, alongside the delivery of over 1 million laser radars [1] - The system has accumulated 4 billion kilometers of assisted driving mileage, successfully avoiding 2.54 million potential collision events [1] Usage Statistics - The parking assistance feature has been used over 10 million times [1] - In July alone, users averaged nearly 700 kilometers of assisted driving and 37 instances of assisted parking per person [1] - The voice assistant "Xiao Yi" has been invoked 2.4 billion times, with seamless transfer functionality used 140 million times [1] Implementation and Future Plans - Since the launch of ADS 4 in April, it has been first implemented in the Zun Jie S800 model, with more vehicle upgrades expected to start in September [1] - Huawei aims to achieve pilot projects for unmanned logistics by 2027 and scale commercial operations for urban L4 by 2028, promoting rapid development of L3 and L4 autonomous driving technology [1]

Layer Technology Analysis - Layer 1, Layer 2, Layer 3, or Layer n are marketing terms with no technical significance [1] - Purchasing decisions based on the number of layers (Ln's) is not advisable [1] Technical Perspective - All layers ultimately function as state controllers [1]

Market Analysis - The industry anticipates preemptive claims regarding the bullish impact of Layer 3 (L3) solutions on Layer 1 (L1) blockchains [1]