The latest status of the development of automated driving technology by major Chinese OEMs will be posted, and Great Wall Motor, Geely Automobile, and Chery Automobile, among the OEMs, will be mentioned as companies developing driving support and automated driving technology under their umbrella.

Geely Automobile’s Jiyue brand, a joint venture with IT giant Baidu, uses driving support and self-driving technology developed based on Baidu’s Apollo self-driving system, while Changan Automobile and Saili Automobile (Seres) have invested in HUAWEI-owned driving support and self-driving technology development company Shenzhen Guanwang a company developing driver assistance and self-driving technology under the HUAWEI umbrella (both companies have a 10% stake). In addition, an increasing number of manufacturers are adopting large-scale modeling technologies such as end-to-end (E2E). Great Wall Motor’s SEE large-scale model, Geely Automobile’s Geely Xingrui AI large-scale model, and NIO’s NWM (NIO World Model) are representative examples.

Regarding the changes in thermal management system design and procurement relationships with the progress of electrification in China, let’s take a look at the Tier 2 companies related to thermal management systems, which are local Chinese companies with a track record of delivering products to many automakers. Influenced by Tesla’s Octoballp, Chinese OEMs are shifting to OEM-led development of heat management systems that comprehensively manage batteries, e-Axle, cabin, and other heat elements, rather than leaving heat management development to Tier 1 in the ICE era. Therefore, the delivery flow from Tier 2 to Tier 1 to OEM has changed to Tier 1 as Tier 2 now delivers directly to OEM. In addition, there is a movement in China to integrate electric compressors into e-Axle, and we can expect to see many changes in the relationship diagram of the heat management system industry along with the shift to electric power.