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.

wallstreetcnFeb 19 01:03 ET

The mobile phone and Autos circles are eagerly "embracing" DeepSeek while Tesla, Xiaomi, and others remain "inactive".

① Mainstream smartphone manufacturers and over 20 Autos manufacturers have already integrated the DeepSeek large model. ② Manufacturers, including "Weixiaoli" and Xiaomi, prefer to develop their own technology, and there is a viewpoint suggesting that later on, integration with DeepSeek is not ruled out.

cls.cnFeb 18 23:14 ET

In January, the sales of RBOB Gasoline Passenger Vehicles fell by more than 20% month-on-month: Japanese brands overall under pressure, with Honda and Dongfeng Honda both "cut in half."

① According to data released by the China Association of Automobile Manufacturers, the domestic sales of Passenger Vehicles in January were 1.738 million units, a month-on-month decrease of 35.5% and a year-on-year decrease of 0.5%; ② In January this year, GAC Honda's sales were 15,123 units, a year-on-year decline of 57.14%; Dongfeng Honda's monthly sales were 19,971 units, a year-on-year decline of 69.31%.

cls.cnFeb 17 02:41 ET

The first month of the 2025 car market shows results: more than half of the listed car companies experienced year-on-year growth despite seasonal declines.

① According to the data from the Passenger Vehicle Association, retail sales of New energy Fund passenger vehicles reached 0.744 million units in January, a year-on-year increase of 10.5%, but a month-on-month decrease of 42.9%. ② Among the 13 companies listed in Hong Kong and A-shares, 7 car manufacturers still achieved year-on-year growth, accounting for more than half.

cls.cnFeb 11 07:09 ET

In January, China’s sales of New energy Fund vehicles increased by 10.5% year-on-year, while the growth rate of Passenger Vehicle exports has slowed down. According to the Passenger Car Association, it may start low and rise high in 2025.

The Passenger Car Association stated that wholesale, production, and exports in January were all at historical lows, and January retail was only higher than January retail in 2020 and 2023 over the past 10 years, with significant potential for a "low start and high rise" expected in 2025.

wallstreetcnFeb 11 04:38 ET

The "Smart Driving Equality" has arrived! Within two days, three brands announced the "Q&M Dental Smart Driving Popularization" plan. BYD's Heavenly Eye may drop to below 0.1 million yuan.

① The entire BYD Qin L series plans to standardize the "God's Eye" smart driving system, which will first be available for models priced below 0.1 million yuan. ② Chongqing Changan Automobile's Deep Blue Automobile signed a comprehensive deepening Business cooperation agreement with Huawei in Chongqing on February 9, focusing also on "smart driving equality."

cls.cnFeb 10 00:51 ET