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Frontline | Intelligent Driving Competition: BYD's terminal inventory clearance promotes "God's Eye" while Tesla's FSD feature faces a lukewarm market.
On February 26, Tesla's refreshed Model Y began deliveries in the China market; the day before, the renamed Tesla FSD officially entered the China market. BYD released the "Heavenly Eye" intelligent driving system, claiming to initiate the "era of comprehensive intelligent driving."
Beijing Automotive's personnel shake-up, focusing on the independent Sector.
New products are betting on extended range.
SAIC has left room for Huawei at its side.
Everyone finds their rightful place.
Avita dives, attacking the ideal "sales champion" L6.
Fight to the death.
SAIC "joins hands" with Huawei to create the New energy Fund brand "Shangjie".
"Shangjie" brand may focus on the market of 0.15 million to 0.25 million yuan. Analysis suggests that this deep cooperation between SAIC and Huawei is a "strong alliance." SAIC will leverage Huawei's intelligent technology to accelerate its own transformation and upgrade; Huawei will rely on SAIC's manufacturing strength and market experience to further expand its influence in the Smart Automobile sector.
Goldman Sachs: In the era of intelligent driving, each car in China is equipped with 5 cameras this year, and in 5 years, each car will be equipped with 10 cameras.
Goldman Sachs expects that the vehicle camera shipments in China will reach 0.126 billion by 2025 and increase to 0.343 billion by 2030. In addition to the increase in quantity, Goldman Sachs also anticipates that the trend of intelligent driving will drive upgrades in vehicle camera specifications, with cameras of 8MP (8 million pixels) and above accounting for 14% and 59% of total shipments in 2025 and 2030, respectively.