Core Viewpoint - Huawei's automotive business is rapidly expanding, particularly in the field of assisted driving, with various collaboration models with car manufacturers being explored [1][2]. Group 1: Huawei's Automotive Business Development - Huawei's automotive business unit (BU) has seen key figures, such as CEO Jin Yuzhi and Huawei Qian Kun, publicly engaging with the media, indicating a shift from behind-the-scenes to a more prominent role [1]. - The assisted driving sector is experiencing significant growth, with Huawei's Qian Kun technology being integrated into 1 million vehicles and the upcoming large-scale deployment of Huawei ADS 4 [1]. - The collaboration models between Huawei and car manufacturers include component supply, single intelligence (either smart cockpit or assisted driving), dual intelligence (both smart cockpit and assisted driving), and full-stack solutions [1][7]. Group 2: Technical Perspectives and Strategies - Huawei Qian Kun does not align with the VLA (Vision-Language-Action) approach favored by some manufacturers, instead prioritizing WA (World and Action) for direct vehicle control through sensory inputs [2][9]. - The company emphasizes that there is no such thing as a free lunch in the automotive industry, suggesting that costs are often hidden in other areas, such as vehicle pricing [2][12]. Group 3: Collaboration and Empowerment - Huawei's strategy involves a comprehensive support system for car manufacturers, guiding them through the entire process from product definition to marketing, thereby enhancing their capabilities [7][8]. - The company aims to empower manufacturers, particularly state-owned enterprises, by sharing its successful experiences in product development and market strategies [7][8]. Group 4: Future Outlook and Market Dynamics - The number of players capable of achieving L3 and L4 autonomous driving is expected to decrease as the industry consolidates, driven by the need for data, computational power, and algorithms [10]. - The differentiation in assisted driving technology is minimal, with the primary goal being zero accidents and fatalities, which complicates pricing strategies [11].