Core Insights - The article discusses the increasing regulation of Over-The-Air (OTA) updates in the smart electric vehicle industry, highlighting the shift from a "free trial" approach to mandatory compliance and oversight [1][2][3] - The new regulatory framework aims to ensure that all OTA updates are properly tested and approved before being pushed to consumers, marking a significant change in how automotive companies can operate [2][3][11] Regulatory Changes - The recent notification from the Market Regulation Administration and the Ministry of Industry and Information Technology emphasizes that all OTA upgrades must be filed for approval, especially those related to core functions like autonomous driving [2][3] - This regulatory shift has led to a slowdown in OTA updates across the industry, affecting companies like Tesla, XPeng, and Aito, which have faced delays in their planned updates due to compliance issues [2][3] User Experience and Expectations - The decline in OTA update frequency has resulted in user dissatisfaction, with many consumers expressing frustration over the lack of new features and updates, leading to concerns about the reliability of their vehicles [4][6] - Legal experts warn that failure to deliver on promises of "lifetime OTA" updates could lead to consumer rights violations and potential lawsuits, impacting brand reputation [6][11] Future of OTA and Revenue Models - OTA is evolving from a free service to a potential revenue stream, with companies like Tesla already generating significant income from paid software upgrades [8][10] - The automotive software market is projected to grow substantially, with estimates suggesting a tripling in size from €76 billion to €252 billion between 2020 and 2030, indicating a shift in focus towards enhancing functionality and value rather than just update frequency [10] Conclusion - The current pause in OTA updates presents both challenges and opportunities for the industry, as companies must adapt to stricter regulations while also improving the safety and reliability of their software [11] - The regulatory changes signify a transition in China's smart automotive sector from encouraging innovation to prioritizing safety and compliance, which may ultimately strengthen consumer trust in the long run [11]

央视网消息：8月13日，市场监管总局会同工业和信息化部研究起草的《市场监管总局 工业和信息化部关于加强智能网联新能源汽车产品召回、生产一致性 监督管理与规范宣传的通知（征求意见稿）》，向社会发布。对于进一步规范车企组合辅助驾驶系统（L2级）的宣传和使用，此份征求意见稿将会如何发 挥作用？除此之外，在保障安全方面，还有增加了哪些规范内容？ 我国在L3、L4、L5的突破上，有什么优势和劣势？ 同济大学汽车学院院长 熊璐：未来向自动驾驶进一步发展具备显著优势，主要体现在以下几方面： 产业链优势突出。拥有全球最完善的智能网联新能源汽车产业链。无论是底层的执行系统，还是与自动驾驶相关的传感器（如雷达、摄像头）、网联系统及 控制器（包括域控制器），在产业链层面均十分完善且具备优势。 文件特别把软件升级的要求纳入其中，针对的是当前的哪些问题？未来又如何规避安全隐患？ 同济大学汽车学院院长 熊璐：汽车实现自动驾驶后，可能存在多项功能，或企业前期设定的某些产品功能存在缺陷。企业未能深究这些缺陷的根源并予以 上报，而是可能通过OTA方式将问题掩盖。此外，在当前市场环境下，企业持续进行OTA升级，其新增功能可能也存在缺陷。缺陷出现 ...

Core Viewpoint - Leap Motor officially announced the rollout of OTA updates for the 2024 models C11 and C01, expected to be completed by August 18, enhancing user experience with new features and optimizations [1] Group 1: OTA Update Details - The OTA update introduces seven major new features, including maps, off-board power supply mode, and split-screen functionality [1] - The update also optimizes over ten user experiences, including Bluetooth key, zero-motion space, and high-speed navigation assistance [1] Group 2: Off-board Power Supply Mode - The off-board power supply mode allows the vehicle to remain powered while the driver is outside, without locking the car [1] - The mode automatically exits when the battery level drops below 20% [1]

Core Viewpoint - The evolution of automotive intelligence is centered around data flow, which encompasses acquisition, storage, transmission, computation, and application to achieve smart driving and human interaction through sensory modalities [3]. Industry News - Tesla plans to launch autonomous taxi services in Austin, Texas, in June, starting with about 10 Model Y vehicles, monitored remotely for safety [14][15]. - Xiaomi officially launched the YU7 SUV, featuring standard laser radar, Thor computing platform, and panoramic display, set to hit the market in July [16]. - A new mandatory national standard for light vehicle automatic emergency braking systems is in the public consultation phase, expanding its applicability [15]. - RoboSense and Mammotion announced a strategic partnership to develop high-end robotic lawnmowers equipped with solid-state laser radar, aiming for 1.2 million units over three years [25]. - The 2026 Leap C10 model was launched, featuring Hesai ATX laser radar and a price range starting at 132,800 yuan [26]. High-Frequency Core Data Updates - As of March 2025, the penetration rate of 8MP cameras in passenger vehicles reached 23.8%, up 11 percentage points year-on-year [7]. - The penetration rate of L2 and above autonomous driving functions in passenger vehicles was 18.4% in March 2025, an increase of 4.3 percentage points year-on-year [9]. - The penetration rate of laser radar in passenger vehicles was 6.1% in March 2025, reflecting a year-on-year increase of 1 percentage point [8]. - The penetration rates for various sensors in March 2025 were 59.8% for front-view cameras, 47.2% for forward millimeter-wave radar, and 6.1% for laser radar [9]. - The penetration rate of OTA (Over-The-Air) updates in passenger vehicles was 74.5% in March 2025, showing a year-on-year increase of 3 percentage points [10]. Investment Suggestions - The automotive intelligence sector is witnessing significant advancements, with companies like Tesla, Xiaomi, and others leading the charge in smart driving technologies and features [2][4].