Core Insights - Huawei's strategy focuses on "not manufacturing cars, but helping car manufacturers build better cars," aiming to create a new paradigm for smart mobility through "technology inclusivity" and "ecosystem co-creation" [1] - The company has expanded its partnerships to include 14 automakers and 33 mass-produced models, emphasizing a collaborative approach rather than merely technology output or market scale [1] Technology Development - The upgraded ADS Pro features the first mass-produced cabin laser vision Limera, enhancing forward perception capabilities and supporting urban navigation assistance [2] - The all-dimensional collision avoidance system has been upgraded to CAS 4.0, providing comprehensive safety coverage across various conditions [2] - The urban NCA function will be available in over 20 models by Q1 2026 and will also be accessible in models priced at 150,000 yuan, promoting wider access to advanced driving assistance [2] Product Matrix Expansion - Huawei's ecosystem aims to meet diverse consumer needs across different price ranges, from entry-level to luxury vehicles, ensuring users do not have to compromise between budget and smart features [3] - The newly announced "Jing" series enhances the product matrix, with models like GAC's "Qijing" and Dongfeng's "Yijing" targeting specific market segments while integrating Huawei's smart mobility solutions [3] Sales Milestone - In October 2025, sales of vehicles equipped with Huawei's smart driving technology surpassed 100,000 units in a single month, marking a significant milestone for the company [4] Value Evolution - Huawei's OTA technology is redefining the lifecycle value of vehicles, allowing continuous software upgrades that enhance vehicle performance and user experience [5][6] - The OTA upgrades have led to increased vehicle retention and user engagement, with a 95.2% active user ratio for Huawei's smart driving technology [6] Industry Impact - The Chinese Passenger Car Industry Alliance Secretary General highlighted that Huawei's ecosystem is driving technological progress and enhancing user experience, positioning Chinese automakers for a competitive advantage in the global smart mobility landscape [7]

Core Insights - Huawei's strategy focuses on "not manufacturing cars, but helping car manufacturers build better cars," aiming to create a new paradigm for smart mobility through "technology inclusivity" and "ecosystem co-creation" [1] Technology Development - The upgrade of Huawei's ADS Pro features the first mass-produced cabin laser vision Limera, enhancing forward perception capabilities and supporting urban navigation assisted driving [2] - The all-dimensional collision avoidance system has been upgraded to CAS 4.0, achieving comprehensive safety coverage across all speeds, directions, targets, weather conditions, and scenarios [2] - The urban NCA function will be available in over 20 models by Q1 2026 and will also be accessible in models priced at 150,000 yuan, promoting wider access to advanced driving assistance [2] Market Expansion - Huawei is building a diverse product matrix to meet various user needs across different price segments, from entry-level to luxury vehicles, ensuring no compromise between budget and smart features [3] - The newly announced "Jing" series enhances this product matrix, with models like GAC's "Qijing" and Dongfeng's "Yijing" targeting specific market segments while integrating Huawei's smart mobility solutions [3][4] Value Evolution - Huawei's OTA technology is redefining the lifecycle value of vehicles, allowing continuous software upgrades that enhance user experience and vehicle performance over time [6] - Users can enjoy new features through OTA updates without needing to replace their vehicles, significantly improving vehicle retention and user engagement [6] - The active user ratio for Huawei's smart driving system stands at 95.2%, indicating strong user recognition of the value brought by OTA upgrades [6] Industry Impact - Huawei's ecosystem aims to democratize smart driving technology, transitioning it from a luxury option to a standard feature for all users, especially in a market with 450 million vehicles and low adoption of assisted driving [7] - The initiative supports Chinese automakers in leveraging technological advancements to enhance user experience and positions the Chinese automotive industry favorably in the global smart mobility landscape [7]

Core Insights - Huawei's strategy focuses on "not manufacturing cars, but helping car manufacturers build better cars," emphasizing a collaborative ecosystem for smart mobility [1][6] - The expansion of Huawei's ecosystem includes partnerships with 14 car manufacturers and 33 mass-produced models, aiming for a new growth path in the intelligent automotive sector [1][6] Technology and Innovation - The upgraded ADS Pro features the first mass-produced cabin laser vision Limera, enhancing forward perception capabilities and supporting urban navigation assistance [1] - The all-dimensional collision avoidance system CAS 4.0 offers comprehensive safety coverage across various scenarios, with the urban NCA function set to launch in Q1 2026 [1][2] - The ADS Max version introduces multiple safety upgrades, including eAES2.0 and advanced animal recognition, with L3-level highway assistance in the final testing phase [2] Market Positioning - Huawei's ecosystem aims to meet diverse consumer needs across different price segments, from entry-level to luxury vehicles, ensuring no compromise between budget and intelligence [3][4] - The newly announced "Jing" series enhances the product matrix, targeting both high-end and family markets, with models equipped with Huawei's intelligent mobility solutions [4] Value Evolution - Huawei's OTA technology redefines the lifecycle value of vehicles, allowing continuous software upgrades that enhance vehicle performance and user experience [5][6] - The OTA upgrades have significantly improved user engagement, with a 95.2% active user ratio for Huawei's intelligent driving solutions, indicating strong value recognition [5] Industry Impact - Huawei's approach accelerates the transition of intelligent technology from a luxury option to a standard feature for all users, addressing the low penetration of assisted driving models in China's vehicle market [6] - The collaboration and technological advancements provided by Huawei are seen as crucial for Chinese automotive companies to gain a competitive edge in the global smart mobility landscape [6]