Core Insights - The 2025 Shanghai Auto Show showcased a significant shift in the automotive industry, highlighting the growing importance of supply chain companies alongside traditional vehicle manufacturers [1][3] - The theme of the event, "Embrace Innovation, Win the Future," reflects the collaborative spirit between automotive manufacturers and supply chain enterprises, marking a transformation in industry dynamics [1] Group 1: Supply Chain Evolution - Supply chain companies are emerging from the shadows of vehicle brands, becoming key players in driving industry transformation [1] - Nearly 1,000 renowned companies from 26 countries participated in the event, with dedicated exhibition spaces for automotive technology and supply chains, indicating their rising prominence [1] - The event featured a variety of advanced technologies, including power battery modules and intelligent automotive chips, showcasing the capabilities of supply chain enterprises [1] Group 2: Localization and Innovation - Chinese automotive supply chain companies are transitioning from "followers" to "participants," with a focus on localized solutions that cater to the domestic market [3] - Companies like Aptiv and Denso introduced localized products at the show, emphasizing the development of technologies that are free from foreign control and export restrictions [3][7] - Denso's CTO highlighted the company's commitment to accelerating technology development in response to the rapid evolution of electrification and intelligence in the automotive sector [7][10] Group 3: Strategic Collaborations - CATL announced a strategic partnership with GAC Group, unveiling new models and emphasizing collaboration with major automakers [10][12] - Huawei's DriveONE solutions have been adopted by 12 mainstream automakers, showcasing the company's extensive reach in providing intelligent electric vehicle solutions [12] - The collaboration between Audi and Momenta aims to create a new standard for intelligent driving, reflecting a deep understanding of Chinese consumer needs [13][16] Group 4: Global Expansion - Chinese automotive supply chain companies are not only focusing on local markets but are also expanding their reach globally, as seen with the internationalization of intelligent driving solutions [16] - The partnership between Zhiji Auto and Momenta represents a significant step in bringing Chinese intelligent driving technology to international markets, including Southeast Asia and Europe [16] - The evolution of the supply chain is marked by a transition from local supply to global output, indicating a competitive edge in the global automotive landscape [16]

Core Points - The 21st Shanghai International Automobile Industry Exhibition has commenced, featuring nearly 1,000 exhibitors from 26 countries and regions, showcasing over 100 new car models and hosting more than 193 press conferences, solidifying its status as the "largest auto show in the world" [1] - The rapid growth of the Shanghai Auto Show reflects the significant development of China's automotive industry, which has maintained the world's largest production and sales volume for 16 consecutive years [1] - The event serves as a platform for automotive companies to enhance user experience and interaction, with many brands focusing on user-centered design and co-creation activities [3][6] Industry Trends - The rise of short video platforms has made live streaming a crucial marketing tool for car manufacturers, with executives actively engaging with users through social media [6] - The competition among car manufacturers has intensified, leading to a "value war" in the market, with companies showcasing their latest advancements in intelligent driving technology [6][9] - The emphasis on safety in intelligent driving has become a key marketing point, with companies adjusting their promotional strategies in response to recent incidents and regulatory scrutiny [7][8] Supply Chain Developments - The exhibition highlighted the growing strength of China's intelligent automotive supply chain, with a significant presence of technology and supply chain companies [9][12] - Localized products and services are increasingly being developed by Chinese companies, allowing them to compete on a global scale [15][18] - Strategic partnerships between automotive manufacturers and supply chain companies are becoming more common, as seen with Ningde Times and several major car manufacturers [15] Globalization Efforts - The Shanghai Auto Show attracted a large number of international dealers and media, demonstrating the global appeal of the Chinese automotive market despite ongoing trade tensions [19] - Chinese automotive companies are actively pursuing international partnerships and collaborations, with plans to export new energy vehicles globally [22][25] - The event serves as a significant platform for showcasing China's automotive industry achievements and its aspirations to become a global automotive powerhouse [25]

Group 1 - The global automotive manufacturing landscape is undergoing significant transformation by 2025, with companies like Aptiv actively adjusting to these changes [1] - Aptiv is promoting a fully localized supply chain strategy in China, aiming for self-sufficiency in its OEM customer business and local OEM export business [1][2] - The company emphasizes a "China for China" approach, ensuring that its intellectual property and R&D capabilities are rooted in China [2] Group 2 - At the Shanghai Auto Show, Aptiv showcased localized intelligent automotive solutions, including a real-time operating system and virtualization platform, focusing on emerging industries [2] - The company aims to achieve 100% localization in its solutions, allowing for flexible partnerships with domestic suppliers [2][3] - The current domestic chip localization rate in China is only 15%, indicating significant room for growth in this area [2] Group 3 - Aptiv acknowledges the challenges in achieving higher localization rates for automotive-grade chips and is committed to strengthening its supply chain in China [3] - The company is actively collaborating with local partners to create an ecosystem that supports domestic OEMs in their export efforts [5][6] - Aptiv's strategy includes leveraging its capabilities to support the export of Chinese automotive innovations, particularly in the electric vehicle sector [6]

Core Insights - The 2025 Shanghai Auto Show indicates a clear trend where multinational automotive companies are embracing a "deep localization" strategy to engage with the Chinese market, focusing on collaboration with local supply chains and global layout [1] Group 1: Company Strategy - Aptiv has become a significant player in the transformation of the Chinese automotive industry, showcasing multiple localized innovative solutions at the auto show and demonstrating a commitment to deepening its localization strategy in China [3] - The President of Aptiv China and Asia Pacific emphasized the company's long-term confidence in the Chinese market and its intention to invest heavily to create a fully autonomous and controllable supply chain [5] - Aptiv has established a network of over 2,000 local suppliers in China, with a focus on increasing the localization rate of core materials, moving beyond simple production to a deeper integration within the supply chain [5] Group 2: Innovation and Development - Aptiv's strategy includes enhancing local decision-making capabilities and R&D manufacturing strength, which are crucial for maintaining competitiveness in the rapidly evolving automotive landscape [6] - The company is focusing on local innovation, particularly in the fields of smart and electric vehicles, where there is a lack of existing experience to draw from [6] - Aptiv showcased highly localized products at the auto show, including the Wind River real-time operating system and virtualization platform, which are entirely developed in China and free from foreign control [8] Group 3: Market Positioning - The company is adjusting its organizational structure to better respond to market changes, creating a unified business system for China that allows for localized decision-making across all processes [8] - Aptiv is positioned as a key player in the Chinese automotive ecosystem, facilitating domestic partners' access to the global supply chain and aiming for global coverage of its domestic supply chain by 2027 [10] - The global automotive industry is at a crossroads of technological revolution and market restructuring, with China's strategic position becoming increasingly significant for multinational companies [10]

Core Viewpoint - The company Ambarella is enhancing its localization strategy in China, focusing on developing high-performance, cost-effective solutions tailored for local automotive manufacturers, aiming to create a fully autonomous and controllable smart vehicle ecosystem [1][2]. Group 1: Localization Strategy - Ambarella is advancing its "Localization Strategy 2.0," which aims to build a 100% autonomous and controllable smart automotive technology system using Chinese talent, supply chains, and innovations [2][3]. - The company is investing heavily in China, including the establishment of two new factories: one in Wuhan for high-pressure connector systems and another in Shanghai for localized high-pressure power distribution solutions [2]. - Ambarella is also launching a smart factory for active safety products in China, which will supply key components domestically [2]. Group 2: Software and Testing Capabilities - The company is strengthening its software development and testing capabilities by establishing a new data center and testing center in China, building on the existing Wind River software center in Shanghai [3]. - Ambarella has introduced cross-domain integration solutions based on local chips to maximize cost efficiency for automotive manufacturers and consumers [4][6]. Group 3: Supply Chain and Ecosystem - Ambarella has partnered with over 100 local core suppliers to achieve a 100% domestic supply chain, with a rapid increase in localization rates [5]. - The company showcased highly localized supply chain systems at the auto show, emphasizing products developed in collaboration with local ecosystems [5]. - Key localized innovations include the Wind River Real-Time Operating System (RTOS) and Hypervisor, both developed in China and free from foreign control components [5][8]. Group 4: Globalization Support - Ambarella's "Chinese solution" has successfully assisted several automotive companies in expanding overseas, including significant reductions in software development cycles and costs for GAC [9]. - The company provides comprehensive support for new automotive clients, including compliance data collection, local vehicle maintenance, and rapid response services [9]. - Ambarella aims to enhance the global presence of Chinese automotive companies, transitioning from "Made in China" to "Created in China" by 2027, with plans for global supply chain coverage [11].

Group 1 - The Shanghai Auto Show is set to attract numerous car manufacturers and major industry suppliers, with global technology company Aptiv (安波福) holding a media sharing event on April 22 to unveil several localized innovative solutions tailored for the Chinese market [1] - Aptiv has announced significant investment initiatives, including the establishment of two new factories in China focused on electric vehicles, which are expected to commence production in the second half of this year [2] - The new Aptiv Wuhan connector factory will serve as the largest intelligent production base for high-voltage products in its connector systems, while the Shanghai automation factory will provide localized solutions for high-voltage power distribution [2] Group 2 - At the auto show, Aptiv will debut a series of localized innovative solutions, including the Wind River real-time operating system (RTOS) and virtualization platform Hypervisor, both developed locally in China and free from foreign control components [3] - The company aims to integrate advanced AI technologies into its new generation of smart automotive solutions, which will include end-to-end advanced driver assistance systems and AI-enabled perception systems, all based on a fully domestic supply chain [3] - Aptiv is recognized as a leading global automotive parts supplier, with 140 production bases and 11 technology centers across 49 countries, and its products are featured in 12 of the top 20 best-selling car models in China for 2024 [3] Group 3 - Aptiv's strategy emphasizes a comprehensive localization approach, leveraging Chinese technology, talent, speed, cost, and supply chains to create a complete Chinese solution and foster seamless collaboration with local partners [5]